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Nonprofiteer
← SAINT FRANCIS HOSPITAL AND MEDICAL CENTER

Form 990 for tax year 2024

Filed by SAINT FRANCIS HOSPITAL AND MEDICAL CENTER.

Totals

Total revenue
$989,157,513
Total expenses
$922,307,509
Contributions and grants received
$6,240,302
Grants paid
$1,117,370
Program service revenue
$892,927,222
Investment income
$5,235,112
Other revenue
$84,754,877
Total assets, end of year
$764,864,589
Total liabilities, end of year
$396,717,308
Net assets or fund balances, end of year
$368,147,281
Program services expenses (Part IX)
$824,063,940
Management and general expenses
$98,243,569
Fundraising expenses
$0
Program service expenses (Part III)
$824,063,940

Program services were 89.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOANN PRICE

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • WALTER HARRISON

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • MOST REV JUAN MIGUEL BETANCOURT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • EMILY BROWER

    DIR;TRIN SVP CLINICAL INTG THR 12/24

    Total calculated
    $1,105,745
    From this org
    $0
    From related orgs
    $911,919
    Other
    $193,826
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $482,855 related
    Bonus
    $0 + $285,314 related
    Other
    $0 + $143,750 related
    Deferred
    $0 + $159,370 related
    Nontaxable benefits
    $0 + $34,456 related
    Filer's total
    $0 + $1,105,745 related

  • MONTEZ CARTER

    DIRECTOR, TH OF NE PRESIDENT AND CEO

    Total calculated
    $1,659,446
    From this org
    $0
    From related orgs
    $1,378,384
    Other
    $281,062
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $846,241 related
    Bonus
    $0 + $409,155 related
    Other
    $0 + $122,988 related
    Deferred
    $0 + $245,931 related
    Nontaxable benefits
    $0 + $35,131 related
    Filer's total
    $0 + $1,659,446 related

  • GARRETT CASEY

    DIRECTOR AS OF 1/25

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • TINA WEATHERWAX-GRANT

    DIRECTOR AS OF 1/25; TRINITY SVP

    Total calculated
    $896,488
    From this org
    $0
    From related orgs
    $713,595
    Other
    $182,893
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $404,373 related
    Bonus
    $0 + $219,901 related
    Other
    $0 + $89,321 related
    Deferred
    $0 + $151,934 related
    Nontaxable benefits
    $0 + $30,959 related
    Filer's total
    $0 + $896,488 related

  • ROBERT GUMBARDO MD

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • AROSHA JAYAWICKREMA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JOHN KINNEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • WESLEY KNAUFT MD

    DIRECTOR, MED STAFF PRES AS OF 1/25

    Total calculated
    $75,000
    From this org
    $0
    From related orgs
    $75,000
    Other
    $0
    Hours/week
    1 + 9 related

  • KARL KRAPEK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • NANCY KROEBER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • BARBARA MULLEN CSJ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JAMES SMITH

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • CATHERINE SPATH MD

    DIRECTOR, MED STAFF PRES THRU 12/24

    Total calculated
    $528,010
    From this org
    $0
    From related orgs
    $473,722
    Other
    $54,288
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $450,008 related
    Bonus
    $0 + $21,573 related
    Other
    $0 + $2,141 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $33,863 related
    Filer's total
    $0 + $528,010 related

  • MICHELLE THEROUX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • ROBERT ANTHONY

    SECRETARY; VP MANAGING COUNSEL

    Total calculated
    $874,906
    From this org
    $0
    From related orgs
    $739,424
    Other
    $135,482
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $488,846 related
    Bonus
    $0 + $161,250 related
    Other
    $0 + $89,328 related
    Deferred
    $0 + $104,331 related
    Nontaxable benefits
    $0 + $31,151 related
    Filer's total
    $0 + $874,906 related

  • SEAN FITZPATRICKPD BY MGMT CO

    TREAS; INTERIM REG CFO THRU 11/24

    Total calculated
    $0
    Hours/week
    1 + 49 related

  • SHERI LEMIEUX

    ASST SEC; ASST TO TH OF NE PRES/CEO

    Total calculated
    $127,000
    From this org
    $0
    From related orgs
    $113,904
    Other
    $13,096
    Hours/week
    1 + 39 related

  • ANTONIO PERUGINO

    TREASURER, VP FIN & CFO AS OF 11/24

    Total calculated
    $89,498
    From this org
    $0
    From related orgs
    $87,145
    Other
    $2,353
    Hours/week
    1 + 49 related

  • VALERIE POWELL-STAFFORD

    PRESIDENT

    Total calculated
    $658,110
    From this org
    $0
    From related orgs
    $544,929
    Other
    $113,181
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $381,825 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $113,104 related
    Deferred
    $0 + $91,883 related
    Nontaxable benefits
    $0 + $21,298 related
    Filer's total
    $0 + $658,110 related

  • SYED HUSSAIN MD

    KE, INTER CMO 2/25; THOFNE CHIEF EXE

    Total calculated
    $1,130,574
    From this org
    $0
    From related orgs
    $989,713
    Other
    $140,861
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $696,157 related
    Bonus
    $0 + $185,791 related
    Other
    $0 + $107,765 related
    Deferred
    $0 + $126,673 related
    Nontaxable benefits
    $0 + $14,188 related
    Filer's total
    $0 + $1,130,574 related

  • DAVID SHAPIRO MD

    CHIEF MEDICAL OFFICER THROUGH 2/25

    Total calculated
    $689,337
    From this org
    $0
    From related orgs
    $654,968
    Other
    $34,369
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $528,878 related
    Bonus
    $0 + $113,209 related
    Other
    $0 + $12,881 related
    Deferred
    $0 + $19,694 related
    Nontaxable benefits
    $0 + $14,675 related
    Filer's total
    $0 + $689,337 related

  • DAWN CIMMARUSTI LEROY

    CHIEF NURSING OFFICER

    Total calculated
    $449,492
    From this org
    $0
    From related orgs
    $420,093
    Other
    $29,399
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $269,274 related
    Bonus
    $0 + $24,611 related
    Other
    $0 + $126,208 related
    Deferred
    $0 + $15,672 related
    Nontaxable benefits
    $0 + $13,727 related
    Filer's total
    $0 + $449,492 related

  • LEE ANN JUDY

    REGISTERED NURSE

    Total calculated
    $305,690
    From this org
    $0
    From related orgs
    $271,157
    Other
    $34,533
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $266,045 related
    Bonus
    $0
    Other
    $0 + $5,112 related
    Deferred
    $0 + $17,997 related
    Nontaxable benefits
    $0 + $16,536 related
    Filer's total
    $0 + $305,690 related

  • MINDA MUONG

    INTERVENTIONAL RADIOLOGY TEAM LEADER

    Total calculated
    $324,200
    From this org
    $0
    From related orgs
    $289,070
    Other
    $35,130
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $273,889 related
    Bonus
    $0 + $10,250 related
    Other
    $0 + $4,931 related
    Deferred
    $0 + $19,135 related
    Nontaxable benefits
    $0 + $15,995 related
    Filer's total
    $0 + $324,200 related

  • GARY LAPOLLA

    OCCUPATIONAL HEALTH PHYSICIAN

    Total calculated
    $337,280
    From this org
    $0
    From related orgs
    $281,706
    Other
    $55,574
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $280,059 related
    Bonus
    $0
    Other
    $0 + $1,647 related
    Deferred
    $0 + $17,775 related
    Nontaxable benefits
    $0 + $37,799 related
    Filer's total
    $0 + $337,280 related

  • ANGELA SAKAL

    CHIEF PERFUSIONIST

    Total calculated
    $327,604
    From this org
    $0
    From related orgs
    $280,689
    Other
    $46,915
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $258,039 related
    Bonus
    $0 + $17,187 related
    Other
    $0 + $5,463 related
    Deferred
    $0 + $11,695 related
    Nontaxable benefits
    $0 + $35,220 related
    Filer's total
    $0 + $327,604 related

  • DAVID BITTNER

    FORMER OFFICER

    Total calculated
    $680,579
    From this org
    $0
    From related orgs
    $668,214
    Other
    $12,365
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $668,214 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $12,365 related
    Filer's total
    $0 + $680,579 related

  • MICHAEL GREY MD

    FORMER KE; CHAIR DIR - INTERNAL MED

    Total calculated
    $426,747
    From this org
    $0
    From related orgs
    $405,873
    Other
    $20,874
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $367,272 related
    Bonus
    $0 + $33,333 related
    Other
    $0 + $5,268 related
    Deferred
    $0 + $17,216 related
    Nontaxable benefits
    $0 + $3,658 related
    Filer's total
    $0 + $426,747 related

  • DANIEL MOEN

    FORMER OFFICER

    Total calculated
    $1,193,994
    From this org
    $0
    From related orgs
    $813,667
    Other
    $380,327
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $452,679 related
    Bonus
    $0
    Other
    $0 + $360,988 related
    Deferred
    $0 + $358,900 related
    Nontaxable benefits
    $0 + $21,427 related
    Filer's total
    $0 + $1,193,994 related

  • JENNIFER SCHNEIDER

    FORMER OFFICER

    Total calculated
    $556,209
    From this org
    $0
    From related orgs
    $554,018
    Other
    $2,191
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $28,240 related
    Other
    $0 + $525,778 related
    Deferred
    $0 + $1,836 related
    Nontaxable benefits
    $0 + $355 related
    Filer's total
    $0 + $556,209 related

  • THOMAS BURKE

    FORMER OFFICER

    Total calculated
    $1,444,666
    From this org
    $0
    From related orgs
    $1,125,450
    Other
    $319,216
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $108,724 related
    Other
    $0 + $1,016,726 related
    Deferred
    $0 + $300,773 related
    Nontaxable benefits
    $0 + $18,443 related
    Filer's total
    $0 + $1,444,666 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, 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
SAINT FRANCIS HOSPITAL AND MEDICAL CENTER IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. SAINT FRANCIS HOSPITAL AND MEDICAL CENTER'S PRESIDENT IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF SAINT FRANCIS HOSPITAL AND MEDICAL CENTER'S PRESIDENT: - 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, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2024. THESE AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: DAVID BITTNER - $534,192 THOMAS BURKE - $580,653 DANIEL MOEN - $312,500 JENNIFER SCHNEIDER - $337,825 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNTS, WHICH WERE UNPAID AS OF 12/31/24: THOMAS BURKE - $294,793 (PAID IN 2025) DANIEL MOEN - $340,000 (PAID IN 2025) THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2024. 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 2024, AND THEIR NON-VESTED BENEFITS FOR 2024 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2024 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: ROBERT ANTHONY - $73,845 DAVID BITTNER - $128,605 EMILY BROWER - $121,844 THOMAS BURKE - $416,096 MONTEZ CARTER - $105,121 SYED HUSSAIN - $99,624 JENNIFER SCHNEIDER - $187,161 TINA WEATHERWAX-GRANT - $73,884 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 2024 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: ROBERT ANTHONY - $83,906 EMILY BROWER - $138,945 MONTEZ CARTER - $225,506 SYED HUSSAIN - $112,647 VALERIE POWELL-STAFFORD - $71,458 TINA WEATHERWAX-GRANT - $131,509 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 ($345,000 IN 2024). THE FOLLOWING PAYOUTS FOR 2024 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: DANIEL MOEN - $14,517 DAVID SHAPIRO - $8,800

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
2024
IRS schema version
2024v5.5
Source object
202622229349300232

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