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Nonprofiteer
← ST MARYS FOUNDATION INC

Form 990 for tax year 2023

Filed by ST MARYS FOUNDATION INC.

Totals

Total revenue
$4,429,119
Total expenses
$2,068,922
Contributions and grants received
$3,439,805
Grants paid
$1,494,259
Program services expenses (Part IX)
$1,494,259
Management and general expenses
$487,181
Fundraising expenses
$87,482
Program service expenses (Part III)
$1,494,259

Program services were 72.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ERIC THORNTON

    DIRECTOR, HOSPITAL PRESIDENT

    Total calculated
    $567,550
    From this org
    $0
    From related orgs
    $411,975
    Other
    $155,575
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $338,368 related
    Bonus
    $0 + $57,599 related
    Other
    $0 + $16,008 related
    Deferred
    $0 + $116,256 related
    Nontaxable benefits
    $0 + $39,319 related
    Filer's total
    $0 + $567,550 related

  • TIMOTHY CRUMMY MD

    PT YR DIRECTOR & CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • KIMBERLY SHAUL

    DIRECTOR & SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • KELLYE GOLDEN

    DIRECTOR & VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOE MCNEIL

    DIRECTOR & TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY TUBBS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN HOUNCHELL

    DIRECTOR, VP-PRODUCT MANAGEMENT, HEALTH PLANS

    Total calculated
    $0
    Hours/week
    1

  • FRANK BYRNE MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEANNIE CULLEN SCHULTZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAURA ZACH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SARAH GROESSL MD

    DIRECTOR, PHYSICIAN WITH DEAN MEDICAL GROUP

    Total calculated
    $0
    Hours/week
    1

  • JESSICA FLESCH BUYE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TIM O'BRIEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAUL CUTA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIC HELSHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFF MACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVE SHAW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SEBASTAIN GERACI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRIS ROE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL FOLEY MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SARAH KUEMMEL

    DIRECTOR

    Total calculated
    $223,507
    From this org
    $0
    From related orgs
    $205,770
    Other
    $17,737
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $204,036 related
    Bonus
    $0
    Other
    $0 + $1,734 related
    Deferred
    $0 + $14,608 related
    Nontaxable benefits
    $0 + $3,129 related
    Filer's total
    $0 + $223,507 related

  • SEAN BAXTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DINA BOYLE

    EXECUTIVE DIRECTOR

    Total calculated
    $203,814
    From this org
    $0
    From related orgs
    $149,150
    Other
    $54,664
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $134,559 related
    Bonus
    $0 + $13,804 related
    Other
    $0 + $787 related
    Deferred
    $0 + $18,920 related
    Nontaxable benefits
    $0 + $35,744 related
    Filer's total
    $0 + $203,814 related

  • DOUGLAS LONG

    ASSISTANT SECRETARY, GENERAL COUNSEL AT SSM HEALTH

    Total calculated
    $2,202,252
    From this org
    $0
    From related orgs
    $1,425,239
    Other
    $777,013
    Hours/week
    1 + 72.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $759,270 related
    Bonus
    $0 + $495,539 related
    Other
    $0 + $170,430 related
    Deferred
    $0 + $753,634 related
    Nontaxable benefits
    $0 + $23,379 related
    Filer's total
    $0 + $2,202,252 related

  • ADAM TIERNEY

    DIRECTOR, HOSPITAL PRESIDENT (FORMER)

    Total calculated
    $470,660
    From this org
    $0
    From related orgs
    $402,714
    Other
    $67,946
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $399,892 related
    Bonus
    $0
    Other
    $0 + $2,822 related
    Deferred
    $0 + $24,918 related
    Nontaxable benefits
    $0 + $43,028 related
    Filer's total
    $0 + $470,660 related

  • KYLE NONDORF

    DIRECTOR, HOSPITAL PRESIDENT (FORMER)

    Total calculated
    $973,326
    From this org
    $0
    From related orgs
    $708,825
    Other
    $264,501
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $530,447 related
    Bonus
    $0 + $148,664 related
    Other
    $0 + $29,714 related
    Deferred
    $0 + $220,743 related
    Nontaxable benefits
    $0 + $43,758 related
    Filer's total
    $0 + $973,326 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
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 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 1A
AN INDIVIDUAL LISTED ON PART VII, SECTION A, RECEIVED TAX INDEMNIFICATION/GROSS UP PAYMENTS IN 2023, WHICH WAS INCLUDED IN TAXABLE COMPENSATION.
PART I, LINE 1B
THE FOUNDATION'S TOP MANAGEMENT OFFICIAL (EXECUTIVE DIRECTOR) IS COMPENSATED BY A RELATED ORGANIZATION THAT UTILIZED THE FOLLOWING TO DETERMINE COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY; (3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4B
PENSION RESTORATION PLAN: SSM HEALTH (SSMH) PROVIDES THIS SUPPLEMENTAL DEFINED BENEFIT NONQUALIFIED RETIREMENT PLAN TO ANY EMPLOYEE WHO IS A PARTICIPANT IN THE SSMH QUALIFIED DEFINED BENEFIT PLAN WHO EARNS OVER THE INTERNAL REVENUE SERVICE COMPENSATION LIMIT. THE PLAN "RESTORES" THE BENEFITS TO THESE EMPLOYEES THAT WOULD HAVE BEEN PROVIDED UNDER THE SSMH QUALIFIED PLAN IF THE REGULATIONS DID NOT IMPOSE COMPENSATION LIMITS. AN INDIVIDUAL CAN TAKE A DISTRIBUTION FROM THE PLAN AT (1) AGE 65 OR OLDER IF THE INDIVIDUAL IS STILL EMPLOYED BY SSMH OR (2) AGE 55 OR OLDER IF THE INDIVIDUAL IS NO LONGER EMPLOYED BY SSMH. NO INDIVIDUALS LISTED ON PART VII OF FORM 990 RECEIVED DISTRIBUTIONS FROM THE PLAN IN 2023. CAPITAL ACCUMULATION PLAN: SSMH PROVIDES THIS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO EXECUTIVE LEVEL EMPLOYEES. THE ORGANIZATION CONTRIBUTED A PERCENTAGE OF THE EMPLOYEE'S BASE SALARY INTO THEIR CHOICE OF A SELECT LIST OF INVESTMENTS. THE DEPOSITS AND EARNINGS OF THE PLAN ARE OWNED BY SSMH AND ARE TAX-DEFERRED UNTIL A DISTRIBUTION IS MADE TO THE EMPLOYEE. IN ADDITION, THE PLAN HAS SPECIAL SAFEGUARDS IN PLACE TO PROTECT THE FUNDS FROM CONTINGENCIES, OTHER THAN INSOLVENCY. FOR CONTRIBUTIONS MADE TO THE PLAN IN 2014 OR AFTER, THE DISTRIBUTION WILL OCCUR AFTER THE COMPLETION OF FOUR PLAN YEARS FOR ALL EXECUTIVES THAT ARE STILL ACTIVELY EMPLOYED ON THE DISTRIBUTION DATE. ANY ACTIVE PARTICIPANT 65 YEARS OR OLDER WILL RECEIVE THE CONTRIBUTION IN THE CURRENT YEAR. THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DEFERRALS FROM THIS PLAN IN 2023: KYLE NONDORF $53,282 DOUGLAS LONG $161,286 SARAH GROESSL $2,883 THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DISTRIBUTIONS FROM THIS PLAN IN 2023. ALL DISTRIBUTIONS RECEIVED FROM THE PLAN IN THE CURRENT YEAR WERE INCLUDED IN THE INDIVIDUAL'S TAXABLE COMPENSATION. KYLE NONDORF $28,586

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
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202413209349317776

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

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