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← ST JOSEPHS HOSPITAL BREESE OF THE HOSPITAL SISTERS OF THE THIRD ORDE

Form 990 for tax year 2023

Filed by ST JOSEPHS HOSPITAL BREESE OF THE HOSPITAL SISTERS OF THE THIRD ORDE.

Totals

Total revenue
$77,800,452
Total expenses
$56,870,410
Contributions and grants received
$290,783
Grants paid
$0
Program service revenue
$71,716,925
Investment income
$5,842,784
Other revenue
-$50,040
Total assets, end of year
$238,644,456
Total liabilities, end of year
$22,746,189
Net assets or fund balances, end of year
$215,898,267
Program services expenses (Part IX)
$44,367,270
Management and general expenses
$12,503,140
Fundraising expenses
$0
Program service expenses (Part III)
$44,367,270

Program services were 78.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Aaron Puchbauer

    President/CEO (Until 6/5/24)

    Total calculated
    $419,038
    From this org
    $356,839
    From related orgs
    $0
    Other
    $62,199
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $234,808
    Bonus
    $56,608
    Other
    $65,423
    Deferred
    $30,617
    Nontaxable benefits
    $31,582
    Filer's total
    $419,038

  • Dennis Litteken

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Richelle Rennegarbe PHD

    Chair

    Total calculated
    $0
    Hours/week
    1

  • ANNE Doll-Pollard MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dan Imming

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • DENNIS MIDDENDORFF

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • John Fridley PhD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Megan Holtmann

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • SR ANNA PHIRI OSF

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Tom Frerker

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • TRACY MILLARD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Michael Scialdone

    Treasurer / HSHS SVP & CFO (began 01/08/24)

    Total calculated
    $0
    Hours/week
    0.3 + 59.7 related

  • Paige Toth

    Secretary (began 11/1/23)

    Total calculated
    $372,277
    From this org
    $0
    From related orgs
    $306,108
    Other
    $66,169
    Hours/week
    4.3 + 55.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,016 related
    Bonus
    $0 + $23,092 related
    Other
    $0
    Deferred
    $0 + $33,609 related
    Nontaxable benefits
    $0 + $32,560 related
    Filer's total
    $0 + $372,277 related

  • PATRICIA ALLEN

    CFO - CARE DELIVERY

    Total calculated
    $773,133
    From this org
    $0
    From related orgs
    $649,506
    Other
    $123,627
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $498,772 related
    Bonus
    $0 + $53,821 related
    Other
    $0 + $96,913 related
    Deferred
    $0 + $99,475 related
    Nontaxable benefits
    $0 + $24,152 related
    Filer's total
    $0 + $773,133 related

  • TODD Smart

    Treasurer (UNTIL 5/3/24)

    Total calculated
    $382,133
    From this org
    $0
    From related orgs
    $315,606
    Other
    $66,527
    Hours/week
    0.3 + 59.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,819 related
    Bonus
    $0 + $37,512 related
    Other
    $0 + $2,275 related
    Deferred
    $0 + $46,882 related
    Nontaxable benefits
    $0 + $19,645 related
    Filer's total
    $0 + $382,133 related

  • AMANDA ENNEN

    Chief Nursing Officer

    Total calculated
    $209,201
    From this org
    $178,901
    From related orgs
    $0
    Other
    $30,300
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,823
    Bonus
    $22,078
    Other
    $0
    Deferred
    $10,872
    Nontaxable benefits
    $19,428
    Filer's total
    $209,201

  • Barbara A Eilers

    House Supervisor

    Total calculated
    $136,941
    From this org
    $147,995
    From related orgs
    $0
    Other
    -$11,054
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,478
    Bonus
    $0
    Other
    $15,517
    Deferred
    -$22,621
    Nontaxable benefits
    $11,567
    Filer's total
    $136,941

  • DANIELLE TRAME

    Director - Nursing

    Total calculated
    $127,119
    From this org
    $126,037
    From related orgs
    $0
    Other
    $1,082
    Hours/week
    40

  • EILEEN HAGEN

    House Supervisor

    Total calculated
    $217,886
    From this org
    $182,693
    From related orgs
    $0
    Other
    $35,193
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,396
    Bonus
    $0
    Other
    $26,297
    Deferred
    $34,239
    Nontaxable benefits
    $954
    Filer's total
    $217,886

  • Serra Morton

    Director-Nursing

    Total calculated
    $157,927
    From this org
    $138,447
    From related orgs
    $0
    Other
    $19,480
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,447
    Bonus
    $0
    Other
    $0
    Deferred
    $18,738
    Nontaxable benefits
    $742
    Filer's total
    $157,927

  • CHRIS KLAY

    Former PRESIDENT/CEO

    Total calculated
    $559,838
    From this org
    $0
    From related orgs
    $494,100
    Other
    $65,738
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,320 related
    Bonus
    $0 + $24,696 related
    Other
    $0 + $90,084 related
    Deferred
    $0 + $36,236 related
    Nontaxable benefits
    $0 + $29,502 related
    Filer's total
    $0 + $559,838 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
PLEASE SEE RESPONSE TO FORM 990, PART VI, LINE 15A IN SCHEDULE O.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
HSHS EXECUTIVES ELIGIBLE TO PARTICIPATE IN SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) ARE DEFINED IN THE SERP PLAN DOCUMENTS. THE SERP WAS ESTABLISHED TO PROVIDE ADDITIONAL RETIREMENT BENEFITS TO ENSURE REASONABLE MARKET COMPETITIVE BENEFITS IN ACCORDANCE WITH THE HSHS EXECUTIVE COMPENSATION PHILOSOPHY ESTABLISHED BY THE HSHS COMPENSATION COMMITTEE. THE PLAN PROVIDES A DEFINED RETIREMENT CONTRIBUTION TO PARTICIPANTS COMMENCING ON JANUARY 1, 2008, EQUAL TO A PERCENTAGE OF COMPENSATION AS DEFINED IN THE SERP PLAN DOCUENTS FOR THE PLAN YEAR. PARTICIPANTS CONSTRUCTIVELY RECEIVE A DISTRIBUTION FROM THE PLAN NO LATER THAN MARCH 15TH OF THE CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH AN AMOUNT IS VESTED AND TAXABLE PURSUANT TO A VESTING SCHEDULE AS SPECIFIED IN THE PLAN DOCUMENT. THE ACTUAL DISTRIBUTION OF THE VESTED BENEFIT UNDER THE PLAN IS PAID IN A SINGLE LUMP SUM TO THE PARTICIPANT OR THE PARTICIPANT'S BENEFICIARY UPON THE EARLIER OF THE PARTICIPANT'S TERMINATION OF EMPLOYMENT, DEATH, OR TOTAL AND PERMANENT DISABILITY. THE FOLLOWING INTERESTED PERSONS CONSTRUCTIVELY RECEIVED DEFERRALS TO THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023; THESE DEFERRALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). CHRIS KLAY-- $40,910 TODD SMART -- $25,441 AARON PUCHBAUER -- $30,148 PATRICIA ALLEN -- $44,695 PAIGE TOTH -- $14,542 THE FOLLOWING INTERESTED PERSONS RECEIVED DISTRIBUTIONS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023; THESE PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AND SCHEDULE J, PART II, COLUMN (F), AS APPLICABLE. PATRICIA ALLEN -- $34,179 CHRIS KLAY -- $30,652 AARON PUCHBAUER -- $22,341

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.

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.

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.

  • KIARA INC

    C Corporation · HEALTHCARE · IL · 100% owned · share of income $953,484 · share of assets $19,065,022 · controlled entity

    Directly controlled by HSHS

  • LASANTE WISCONSIN INC

    C Corporation · HEALTHCARE · IL · controlled entity

    Directly controlled by KIARA INC

  • LASANTE INC

    C Corporation · HEALTHCARE · IL · controlled entity

    Directly controlled by KIARA INC

  • PREVEA HEALTH SERVICES INC

    C Corporation · HEALTHCARE · WI · 50% owned · share of income -$678,213 · share of assets $23,739,679 · controlled entity

    Directly controlled by HSSI

  • PREVEA CLINIC INC

    C Corporation · HEALTHCARE · WI · controlled entity

    Directly controlled by PHSI

  • RENAISSANCE QUALITY INSURANCE LTD

    C Corporation · INSURANCE · CJ · 100% owned · share of income $0 · share of assets $204,854,765 · controlled entity

    Directly controlled by HSSI

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202501269349302075

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