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Nonprofiteer
← ST LUKES FOUNDATION

Form 990 for tax year 2022

Filed by ST LUKES FOUNDATION.

Totals

Total revenue
$8,792,536
Total expenses
$8,208,756
Contributions and grants received
$7,328,595
Grants paid
$5,751,384
Program services expenses (Part IX)
$7,515,191
Management and general expenses
$363,057
Fundraising expenses
$330,508
Program service expenses (Part III)
$7,515,191

Program services were 91.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • T DOUGLAS LAWSON PHD

    EX-OFFICIO/CEO OF CHI ST. LUKE'S HEALTH

    Total calculated
    $2,462,273
    From this org
    $0
    From related orgs
    $2,252,440
    Other
    $209,833
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,063,853 related
    Bonus
    $0 + $998,886 related
    Other
    $0 + $189,701 related
    Deferred
    $0 + $187,354 related
    Nontaxable benefits
    $0 + $22,479 related
    Filer's total
    $0 + $2,462,273 related

  • LINDA KULHANEK

    CFO OF CHI ST. LUKE'S HEALTH SYSTEM

    Total calculated
    $573,576
    From this org
    $0
    From related orgs
    $540,498
    Other
    $33,078
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $464,144 related
    Bonus
    $0 + $72,292 related
    Other
    $0 + $4,062 related
    Deferred
    $0 + $18,502 related
    Nontaxable benefits
    $0 + $14,576 related
    Filer's total
    $0 + $573,576 related

  • ERIN MEADE

    DIRECTOR-DEVELOPMENT

    Total calculated
    $230,902
    From this org
    $205,859
    From related orgs
    $0
    Other
    $25,043
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $188,058
    Bonus
    $16,540
    Other
    $1,261
    Deferred
    $13,212
    Nontaxable benefits
    $11,831
    Filer's total
    $230,902

  • ROBERT FAUGHNAN

    EX-OFFICIO/DIV VP DEVELOPMENT (TERMED 2/5/23)

    Total calculated
    $212,654
    From this org
    $0
    From related orgs
    $175,261
    Other
    $37,393
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $155,393 related
    Bonus
    $0 + $19,478 related
    Other
    $0 + $390 related
    Deferred
    $0 + $5,819 related
    Nontaxable benefits
    $0 + $31,574 related
    Filer's total
    $0 + $212,654 related

  • DANIEL MARTIN JD

    EX-OFFICIO/DIV VP DEVELOPMENT (TERMED 8/5/22)

    Total calculated
    $179,715
    From this org
    $144,591
    From related orgs
    $0
    Other
    $35,124
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $144,591
    Bonus
    $0
    Other
    $0
    Deferred
    $10,877
    Nontaxable benefits
    $24,247
    Filer's total
    $179,715

  • BARBARA MENDEL

    MANAGER-FOUNDATION DEV COMM

    Total calculated
    $160,055
    From this org
    $137,784
    From related orgs
    $0
    Other
    $22,271
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $131,035
    Bonus
    $6,006
    Other
    $743
    Deferred
    $8,492
    Nontaxable benefits
    $13,779
    Filer's total
    $160,055

  • STAN MAREK JR

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • GLORIA PORTELA JD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LEONARD TALLERINE JR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • CHARLES ELLISON

    EX-OFFICIO/CHAIR OF ST. LUKE'S HEALTH SYSTEM

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • CHESTER BORSKI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM CRAVENS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHARLES GREMILLION III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALOYSIUS WICKLIFF JR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DONNA BUDAK

    EX-OFFICIO/DIV VP DEVELOPMENT

    Total calculated
    $0
    Hours/week
    50

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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 3
DURING THE CALENDAR YEAR 2022, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY COMMONSPIRIT HEALTH, A RELATED ORGANIZATION. COMMONSPIRIT HEALTH USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4B:
DURING THE 2022 CALENDAR YEAR, COMMONSPIRIT HEALTH ("COMMONSPIRIT") MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR DIVISION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. INCLUDE IF APPLICABLE: DURING 2022 THE FOLLOWING DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: T. DOUGLAS LAWSON, $174,690. DUE TO THE "SUPER" VESTING RULES UNDER COMMONSPIRIT'S DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2022 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II.
SCH J PART II
ST. LUKE'S FOUNDATION FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST COMMONSPIRIT IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE COMMONSPIRIT TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES COMMONSPIRIT SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND COMMONSPIRIT'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL, AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE, REVENUES AND COMPLEXITY. PAYMENTS PURSUANT TO A LONG-TERM FINANCIAL PERFORMANCE GOAL WERE PAID IN CALENDAR YEAR 2022.

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
13 May 2024
IRS schema version
2022v5.0
Source object
202401349349307010

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

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