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Nonprofiteer
← ST JOSEPHS COMMUNITY HOSPITAL OF WEST BEND INC

Form 990 for tax year 2023

Filed by ST JOSEPHS COMMUNITY HOSPITAL OF WEST BEND INC.

Totals

Total revenue
$149,239,979
Total expenses
$156,192,926
Contributions and grants received
$11,498
Grants paid
$0
Program services expenses (Part IX)
$132,603,988
Management and general expenses
$23,588,938
Fundraising expenses
$0
Program service expenses (Part III)
$132,603,988

Program services were 84.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Allen Ericson

    Director & SJH President

    Total calculated
    $1,049,080
    From this org
    $0
    From related orgs
    $875,006
    Other
    $174,074
    Hours/week
    41 + 9 related

    Schedule J breakdown matched by us

    Base
    $0 + $564,706 related
    Bonus
    $0 + $142,952 related
    Other
    $0 + $167,348 related
    Deferred
    $0 + $137,340 related
    Nontaxable benefits
    $0 + $36,734 related
    Filer's total
    $0 + $1,049,080 related
  • Noelle Braun

    Director & BOD V.Chair

    Total calculated
    $0
    Hours/week
    1
  • Peter Rettler

    Director & BOD Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Steven Volkert

    Director & BOD Secretary

    Total calculated
    $0
    Hours/week
    1
  • Carey Cameron MD

    Director (Start Nov23)

    Total calculated
    $0
    Hours/week
    1
  • Eric Conley

    Director & FMLH President (Start Jul23; Term Apr24)

    Total calculated
    $1,616,214
    From this org
    $0
    From related orgs
    $1,403,238
    Other
    $212,976
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $766,153 related
    Bonus
    $0 + $494,021 related
    Other
    $0 + $143,064 related
    Deferred
    $0 + $176,458 related
    Nontaxable benefits
    $0 + $36,518 related
    Filer's total
    $0 + $1,616,214 related
  • Mark Bosbous MD

    Director

    Total calculated
    $0
    Hours/week
    1
  • Matt Weston

    Director

    Total calculated
    $0
    Hours/week
    1
  • Michael DeGere DPM

    Director & Chief Medical Officer (Start Jul23)

    Total calculated
    $566,639
    From this org
    $0
    From related orgs
    $472,454
    Other
    $94,185
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,118 related
    Bonus
    $0 + $84,153 related
    Other
    $0 + $25,183 related
    Deferred
    $0 + $57,290 related
    Nontaxable benefits
    $0 + $36,895 related
    Filer's total
    $0 + $566,639 related
  • Michael Faley

    Director (Start Jul23; Term May24)

    Total calculated
    $0
    Hours/week
    1
  • Michelle Arneson DO

    Director (Start Jul23)

    Total calculated
    $0
    Hours/week
    1
  • Patrick Patton

    Director (Start Jul23)

    Total calculated
    $0
    Hours/week
    1
  • Shelly Waala

    Director & VP Patient Care Svc

    Total calculated
    $453,162
    From this org
    $0
    From related orgs
    $380,354
    Other
    $72,808
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,270 related
    Bonus
    $0 + $62,474 related
    Other
    $0 + $34,610 related
    Deferred
    $0 + $37,518 related
    Nontaxable benefits
    $0 + $35,290 related
    Filer's total
    $0 + $453,162 related
  • Susan Bartow

    Director (Start Jul23)

    Total calculated
    $0
    Hours/week
    1
  • Adam Smith

    Treasurer

    Total calculated
    $488,945
    From this org
    $0
    From related orgs
    $416,956
    Other
    $71,989
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $314,773 related
    Bonus
    $0 + $101,071 related
    Other
    $0 + $1,112 related
    Deferred
    $0 + $49,435 related
    Nontaxable benefits
    $0 + $22,554 related
    Filer's total
    $0 + $488,945 related
  • Jeffrey Van De Kreeke

    Former - Officer (Treas)

    Total calculated
    $208,246
    From this org
    $0
    From related orgs
    $196,046
    Other
    $12,200
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $196,046 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $208,246 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

  • 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)

Schedule J, Part I, Line 3
COMPENSATION OF CEO/EXECUTIVE DIRECTOR ESTABLISHED BY RELATED ORGANIZATION, FROEDTERT THEDACARE HEALTH, THROUGH USE OF COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
Schedule J, Part I, Line 4a SEVERANCE OR CHANGE-OF-CONTROL PAYMENT
SEVERANCE: VAN DE KREEKE, JEFFREY - $196,046
Schedule J, Part I, Line 4b SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
457(F) DISTRIBUTIONS: CONLEY, ERIC - $115,894 ERICSON, ALLEN - $139,594 WAALA, SHELLY - $31,460 457(F) PLAN PARTICIPANTS: CONLEY, ERIC DEGERE, MICHAEL ERICSON, ALLEN SMITH, ADAM WAALA, SHELLY
Schedule J, Part I, Line 7
BONUS COMPENSATION IS PAID BASED UPON ATTAINMENT OF SPECIFIC GOALS RELATED TO THE ORGANIZATION'S STRATEGY, SERVICE, QUALITY, AND FINANCIAL STRENGTH. THE AMOUNT OF COMPENSATION IS CALCULATED USING SPECIFIED PERCENTAGES OF BASE SALARY FOR ACHIEVEMENT OF PARTICULAR GOAL LEVELS. HOWEVER, THE FROEDTERT THEDACARE HEALTH SYSTEM BOARD COMMITTEE WHICH ADMINISTERS THE BONUS COMPENSATION PROGRAM HAS DISCRETION OVER WHETHER TO PAY THE BONUS IN ANY GIVEN YEAR OR TO AMEND, CHANGE, OR TERMINATE THE PROGRAM AT ANY TIME.
Schedule J, Part II, Column (B)(ii)
BONUS AND INCENTIVE COMPENSATION AMOUNTS INCLUDE INCENTIVE COMPENSATION PAID.
Schedule J, Part II, Column (B)(iii)
OTHER REPORTABLE COMPENSATION INCLUDES 457(F) DEFERRED COMPENSATION PLAN DISTRIBUTIONS PAID TO INDIVIDUALS AND OTHER MISCELLANEOUS COMPENSATION.

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
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349311594

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