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← ST VINCENT HOSPITAL OF THE HOSPITAL SISTERS OF THE THIRD ORDER OF ST

Form 990 for tax year 2023

Filed by ST VINCENT HOSPITAL OF THE HOSPITAL SISTERS OF THE THIRD ORDER OF ST.

Totals

Total revenue
$739,729,326
Total expenses
$681,903,588
Contributions and grants received
$15,048,127
Grants paid
$211,133
Program service revenue
$711,935,106
Investment income
$11,263,223
Other revenue
$1,482,870
Total assets, end of year
$918,894,557
Total liabilities, end of year
$130,024,967
Net assets or fund balances, end of year
$788,869,590
Program services expenses (Part IX)
$613,473,735
Management and general expenses
$68,429,853
Fundraising expenses
$0
Program service expenses (Part III)
$613,473,735

Program services were 90.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $11,431,540

  • 1e · Government grants (contributions)

    $3,616,587

  • 2a · Program service revenue: Patient Service Revenue

    total $704,486,669 · related or exempt $704,486,669

  • 2b · Program service revenue: DC Medical Center joint venture

    total $5,853,497 · related or exempt $5,853,497

  • 2c · Program service revenue: Prevea Joint Venture

    total $1,146,442 · related or exempt $1,146,442

  • 2d · Program service revenue: Reference Lab

    total $249,299 · unrelated business $249,299

  • 2e · Program service revenue: Rent Revenue - related party

    total $199,199 · related or exempt $199,199

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $5,809,924 · excluded $5,809,924

  • 6a · Gross rents

    real property $99,542

  • 6b · Less rental expenses

    real property $121,898

  • 6c · Rental income or loss

    real property -$22,356 · personal property $0

  • 6d · Net rental income or loss

    total -$22,356 · excluded -$22,356

  • 7a · Gross sales of assets other than inventory

    securities $5,513,982

  • 7b · Less cost or other basis and sales expenses

    other assets $60,683

  • 7c · Gain or loss

    securities $5,513,982 · other assets -$60,683

  • 7d · Net gain or loss

    total $5,453,299 · excluded $5,453,299

  • 11a · Other revenue: OTHER OPERATING REVENUE

    total $1,307,230 · related or exempt $1,246,079 · unrelated business $61,151

  • 11b · Other revenue: Physician Dues

    total $70,660 · unrelated business $70,660

  • 11c · Other revenue: Printing

    total $44,606 · unrelated business $44,606

  • 11d · All other revenue

    total $82,730 · related or exempt $0 · unrelated business $10,832 · excluded $71,898

  • 11e · Other revenue, total

    $1,505,226

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $211,133 · program services $211,133

  • 5 · Compensation of officers, directors and key employees

    total $610,630 · program services $591,835 · management and general $18,795

  • 7 · Other salaries and wages

    total $92,277,776 · program services $89,437,488 · management and general $2,840,288

  • 8 · Pension plan contributions

    total $5,053,612 · program services $4,898,063 · management and general $155,549

  • 9 · Other employee benefits

    total $16,569,017 · program services $16,059,027 · management and general $509,990

  • 10 · Payroll taxes

    total $7,391,760 · program services $7,164,243 · management and general $227,517

  • 11f · Fees: investment management

    total $1,446,607 · management and general $1,446,607

  • 11g · Fees: other

    total $312,147,736 · program services $309,217,303 · management and general $2,930,433 · fundraising $0

  • 12 · Advertising and promotion

    total $2,287,249 · program services $2,267,299 · management and general $19,950

  • 13 · Office expenses

    total $905,563 · program services $543,075 · management and general $362,488

  • 14 · Information technology

    total $1,153,125 · program services $956,758 · management and general $196,367

  • 16 · Occupancy

    total $20,869,416 · program services $20,742,848 · management and general $126,568

  • 17 · Travel

    total $610,170 · program services $585,114 · management and general $25,056

  • 19 · Conferences, conventions and meetings

    total $1,672,046 · program services $1,655,779 · management and general $16,267

  • 20 · Interest

    total $958,113 · management and general $958,113

  • 22 · Depreciation, depletion and amortization

    total $21,258,131 · program services $19,214,713 · management and general $2,043,418

  • 23 · Insurance

    total $2,209,743 · program services $1,492,744 · management and general $716,999

  • 24a · Other expenses: Supplies

    total $124,622,743 · program services $124,605,217 · management and general $17,526

  • 24b · Other expenses: CORPORATE ALLOCATION

    total $49,384,133 · program services -$6,427,108 · management and general $55,811,241

  • 24c · Other expenses: MEDICAID TAX ASSESSMENT

    total $7,844,311 · program services $7,844,311

  • 24d · Other expenses: Non-Medical Supplies

    total $4,606,279 · program services $4,650,285 · management and general -$44,006

  • 24e · All other expenses

    total $7,814,295 · program services $7,763,608 · management and general $50,687 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $14,181,062 · end of year $21,334,816

  • 4 · Accounts receivable

    beginning of year $137,287,846 · end of year $159,875,579

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $5,301,057 · end of year $5,283,761

  • 8 · Inventories for sale or use

    beginning of year $8,760,688 · end of year $11,031,854

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,471,049 · end of year $3,451,374

  • 10a · Land, buildings and equipment: cost or other basis

    $517,263,224

  • 10b · Land, buildings and equipment: accumulated depreciation

    $301,237,028

  • 10c · Land, buildings and equipment, net

    beginning of year $221,365,451 · end of year $216,026,196

  • 11 · Investments: publicly traded securities

    beginning of year $351,924,420 · end of year $379,602,676

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $86,249,008 · end of year $91,760,049

  • 14 · Intangible assets

    beginning of year $4,125 · end of year $4,125

  • 15 · Other assets

    beginning of year $38,221,698 · end of year $30,524,127

  • 17 · Accounts payable and accrued expenses

    beginning of year $80,667,796 · end of year $80,361,351

  • 20 · Tax-exempt bond liabilities

    beginning of year $43,610,422 · end of year $39,840,506

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $14,499,120 · end of year $9,823,110

  • 27 · Net assets without donor restrictions

    beginning of year $728,989,066 · end of year $788,869,590

Mission and programs · 2023

Mission

TO CONTINUE CHRIST'S HEALING LOVE THROUGH DELIVERY OF COMPETENT & COMPASSIONATE HEALTHCARE IN AN ENVIRONMENT SENSITIVE TO THE NEEDS OF ALL PEOPLE. THE HOSPITAL IS COMMITTED TO PROVIDING A BROAD RANGE OF QUALITY INPATIENT AND OUTPATIENT SERVICES WITHOUT REGARD TO THE INDIVIDUAL'S RACE, CREED, HANDICAPS, OR FINANCIAL STATUS.

Activities or mission (Part I)

TO REVEAL AND EMBODY CHRIST'S HEALING LOVE FOR ALL PEOPLE THROUGH OUR HIGH QUALITY FRANCISCAN HEALTH CARE MINISTRY.

  • HSHS St. Vincent Hospital Cancer Centers - HSHS ST. VINCENT HOSPITAL CANCER CENTERS OFFER THE BEST EXPERTISE IN A WIDE ARRAY OF SPECIALTY AREAS, COMPASSIONATELY TREATING A VARIETY OF CANCERS WITH TECHNOLOGY, EXPERTISE AND OUTCOMES ON PAR WITH NATIONALLY ACCLAIMED CANCER CENTERS IN THE UNITED STATES. A TEAM OF HEALTH CARE PROFESSIONALS INCLUDING SURGEONS, MEDICAL ONCOLOGISTS, RADIATION ONCOLOGISTS, ONCOLOGY NURSES, SUPPORT SERVICES AND OTHER SKILLED PROFESSIONALS POOL THEIR EXPERIENCE AND EXPERTISE TO DELIVER A PERSONALIZED TREATMENT PLAN. THE HSHS ST. VINCENT HOSPITAL CANCER CENTERS PROVIDES SERVICES IN MULTIPLE LOCATIONS THROUGHOUT NORTHEASTERN WISCONSIN, BRINGING PATIENTS HIGH QUALITY, COMPASSIONATE CARE WITHOUT THE NEED FOR BURDENSOME TRAVEL. ST. VINCENT HOSPITAL HAS BEEN AWARDED FOR EXCELLENCE IN CANCER RESEARCH BY THE NATIONAL CANCER INSTITUTE (NCI) OVER THE PAST 20 YEARS. THE CURRENT NCI DESIGNATION, WHICH ST. VINCENT HOSPITAL HAS HAD FOR MANY YEARS, IS NCI COMMUNITY ONCOLOGY RESEARCH PROGRAM (NCORP). HSHS WI CLINICAL RESEARCH INSTITUTE WORKS COLLABORATIVELY WITH TWO OTHER HEALTH CARE ORGANIZATIONS IN WISCONSIN (ASCENSION WISCONSIN AND ASPIRUS, INC) TO FORM THE CANCER RESEARCH OF WISCONSIN AND NORTHERN MICHIGAN (CROWN) CONSORTIUM. AMONG THE SERVICES THE CLINICAL RESEARCH INSTITUTE PROVIDES: ACCESS TO NEW TREATMENT PROTOCOLS AND DRUGS FOR PEOPLE WHO HAVE BEEN DIAGNOSED WITH CERTAIN TYPES OF CANCER, PREVENTION STUDIES TO HELP PEOPLE REMAIN CANCER-FREE AND OPPORTUNITIES FOR PEOPLE TO DIRECTLY CONTRIBUTE TO THE BODY OF KNOWLEDGE SCIENTISTS NEED TO FIND A CURE FOR CANCER. OVER 100 DIFFERENT CLINICAL TRIAL OPTIONS ARE AVAILABLE THROUGH THE CLINICAL RESEARCH INSTITUTE AT ANY GIVEN TIME.

    Expenses $114,802,996 · Revenue $92,260,498

  • HSHS ST. VINCENT HOSPITAL SURGICAL SERVICES - SURGICAL SERVICES IS COMPRISED OF PRE-OPERATIVE SERVICES (PREADMISSION TESTING/AM ADMIT/SHORT STAY), 16 FUNCTIONAL OR SUITES, 2 OPEN HEART OR SUITES AND 1 HYBRID IMAGING OR SUITE, CENTRAL PROCESSING/DISTRIBUTION, ANESTHESIA, RECOVERY AND ENDOSCOPIC SERVICES. THE 24/7 OPERATIONS ARE CONDUCTED ON 4TH AND 5TH FLOOR OF THE HOSPITAL. ENDOSCOPY SERVICES ARE PERFORMED 24/7 ON 3RD FLOOR AND OPERATES 5 ENDOSCOPIC ROOMS AND A DECONTAMINATION/REPROCESSING ROOM. IN FY 2024, 7,677 SURGICAL PROCEDURES WERE PERFORMED ALONG WITH 1081 ENDOSCOPIC CASES. PATIENTS CARED FOR BOTH ON AN INPATIENT AND OUTPATIENT BASIS. THE SURGICAL PROCEDURES PERFORMED ARE GENERAL, ORTHOPEDIC, NEUROSURGERY, UROLOGY, GYNECOLOGY, OPHTHALMOLOGY, ORAL - MAXILLOFACIAL, TRAUMA, CARDIAC SURGERY, ENT, ROBOTIC, VASCULAR, PLASTICS, GYN ONCOLOGY, DENTAL, PODIATRY, AND ORGAN PROCUREMENT. SURGICAL SERVICES COLLABORATES AND PROVIDES SERVICES IN THE HEART CENTER, CANCER CENTER, WOMEN'S AND CHILDREN, ORTHOPEDIC CENTER, TRAUMA CENTER. ANESTHESIA AND CENTRAL PROCESSING/DISTRIBUTION ALSO PROVIDES HOSPITAL WIDE SERVICES TO INPATIENT NURSING, LABOR AND DELIVERY AND THE EMERGENCY DEPARTMENT.

    Expenses $92,968,679 · Revenue $100,118,174

  • HSHS ST. VINCENT INTERNAL MEDICINE - INTERNAL MEDICINE SERVICES AT ST VINCENT HOSPITAL MEDICAL CENTER ARE COMPRISED OF GENERAL MEDICINE, PULMONARY, GASTROENTEROLOGY MEDICAL, AND CARDIOLOGY MEDICAL SERVICES. IN FY24 A TOTAL OF 10,384 PATIENTS WERE ADMITTED TO THE HOSPITAL. THE MAJORITY OF THESE PATIENTS, 40%, ARE ADMITTED THROUGH THE EMERGENCY DEPARTMENT.

    Expenses $61,310,933 · Revenue $65,611,530

  • ST VINCENT HOSPITAL PROVIDES A WIDE ARRAY OF SERVICES. BESIDES THE PROGRAMS LISTED ABOVE, WE OFFER IMAGING SERVICES WITH ACCESS TO THE LATEST TECHNOLOGY IN COMPUTED TOMOGRAPHY, MRI, NUCLEAR MEDICINE AND ULTRASOUND. WE ALSO HAVE ORTHOPEDIC SERVICES THAT INCLUDES JOINT CARE, PHYSICAL THERAPY & OCCUPATIONAL THERAPY. OUR WOMEN'S SERVICES DEPARTMENT PROVIDES LABOR & DELIVERY SERVICES, OB CLINIC, NURSE EDUCATORS AND LACTATION SPECIALIST. WE PROVIDE NEONATAL, PEDIATRIC AND GENERAL ICU AS WELL AS INTERMEDIATE CARE UNITS. WE HAVE A 24 HOUR EMERGENCY DEPARTMENT/TRAUMA CENTER WITH SANE NURSES AVAILABLE. OUR PHARMACY IS ALSO OPEN 24 HOURS TO MEET PATIENT NEEDS. OUR PULMONARY FUNCTIONS AREA INCLUDES A BRONCHIAL LAB, RESPIRATORY CARE AND A SLEEP CENTER. WE PROVIDE DIALYSIS FOR INPATIENT. OUR HOME HEALTH CARE DEPARTMENT PROVIDES CARE FOR PATIENTS THAT NO LONGER REQUIRE HOSPITALIZATION BUT WHO CONTINUE CARE IN SOME WAY. WE PROVIDE A WOUND CARE CENTER THAT INCLUDES HYPERBARIC TREATMENTS. WE ALSO HAVE PROGRAMS TO INCREASE PATIENT CARE AND SATISFACTION SUCH AS CASE MANAGEMENT, PALLIATIVE CARE, INFECTION PREVENTION, SPIRITUAL SERVICES, CONTINUOUS PROCESS IMPROVEMENT AND RISK MANAGEMENT.

    Expenses $344,391,127 · Grants $211,133 · Revenue $454,941,684

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BRIAN CHARLIER

    President/CEO (Until 3/29/24)

    Total calculated
    $843,706
    From this org
    $367,070
    From related orgs
    $367,070
    Other
    $109,566
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $300,992 + $300,992 related
    Bonus
    $56,615 + $56,615 related
    Other
    $9,463 + $9,463 related
    Deferred
    $44,043 + $44,043 related
    Nontaxable benefits
    $10,740 + $10,740 related
    Filer's total
    $421,853 + $421,853 related

  • Dennis Langenberg

    Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Nicole Schneider

    Vice Chair (Until 10/31/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Robert Erickson

    President/CEO (began 4/29/24)

    Total calculated
    $0
    Hours/week
    12 + 48 related

  • Jody Boes

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KYLE MCCARTY MD

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARCUS PEREZ

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Michael Wickman

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MITCH WECKOP

    Board Member (Until 10/31/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PAULA HAFEMAN

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sr Maureen Fagan OSF

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Stephanie Bakey MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kimberly Hodgkinson

    CFO/Foundation Treasurer (UNTIL 9/7/23)

    Total calculated
    $867,623
    From this org
    $0
    From related orgs
    $841,183
    Other
    $26,440
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $501,978 related
    Bonus
    $0 + $140,847 related
    Other
    $0 + $198,358 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $19,840 related
    Filer's total
    $0 + $867,623 related

  • Larry Gille

    Secretary (began 11/1/23)

    Total calculated
    $678,012
    From this org
    $0
    From related orgs
    $615,012
    Other
    $63,000
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $560,298 related
    Bonus
    $0 + $53,424 related
    Other
    $0 + $1,290 related
    Deferred
    $0 + $30,000 related
    Nontaxable benefits
    $0 + $33,000 related
    Filer's total
    $0 + $678,012 related

  • Michael Scialdone

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

    Total calculated
    $0
    Hours/week
    0.3 + 59.7 related

  • PATRICIA ALLEN

    CFO - CARE DELIVERY

    Total calculated
    $773,133
    From this org
    $85,584
    From related orgs
    $563,922
    Other
    $123,627
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $84,802 + $413,970 related
    Bonus
    $0 + $53,821 related
    Other
    $782 + $96,131 related
    Deferred
    $99,475
    Nontaxable benefits
    $3,718 + $20,434 related
    Filer's total
    $188,777 + $584,356 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

  • Amy B Sell

    Registered Respiratory Therapist

    Total calculated
    $252,370
    From this org
    $220,406
    From related orgs
    $0
    Other
    $31,964
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,118
    Bonus
    $33,600
    Other
    $1,688
    Deferred
    $0
    Nontaxable benefits
    $31,964
    Filer's total
    $252,370

  • EDGAR COLLISON MD

    Chief Physician Executive

    Total calculated
    $563,038
    From this org
    $510,678
    From related orgs
    $0
    Other
    $52,360
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $455,718
    Bonus
    $53,001
    Other
    $1,959
    Deferred
    $19,800
    Nontaxable benefits
    $32,560
    Filer's total
    $563,038

  • KENNETH NELSON III

    Chief Nursing Officer

    Total calculated
    $407,714
    From this org
    $340,929
    From related orgs
    $0
    Other
    $66,785
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $305,229
    Bonus
    $35,600
    Other
    $100
    Deferred
    $37,275
    Nontaxable benefits
    $29,510
    Filer's total
    $407,714

  • SARAH LULLOFF MD

    Physician

    Total calculated
    $402,104
    From this org
    $359,257
    From related orgs
    $0
    Other
    $42,847
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $359,257
    Bonus
    $0
    Other
    $0
    Deferred
    $23,202
    Nontaxable benefits
    $19,645
    Filer's total
    $402,104

  • SUSAN WHEELER

    Director-Pharmacy

    Total calculated
    $234,763
    From this org
    $209,770
    From related orgs
    $0
    Other
    $24,993
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,745
    Bonus
    $0
    Other
    $25
    Deferred
    $0
    Nontaxable benefits
    $24,993
    Filer's total
    $234,763

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
  • 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 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 4a Severance or change-of-control payment
ORGANIZATION: HOSPITAL SISTERS HEALTH SYSTEM EIN: 37-1058692 INTERESTED PERSON: KIMBERLY HODGKINSON AMOUNT: $192,500 TERMS: COMPENSATION PAID AS A RESULT OF A SEVERANCE FROM THE POSITION OF CFO/FOUNDATION TREASURER.
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). BRIAN CHARLIER -- $71,586 TODD SMART -- $25,441 PATRICIA ALLEN -- $44,695 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

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.

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
9 May 2025
IRS schema version
2023v6.0
Source object
202521299349303082

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