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Nonprofiteer
← ST LUKES HEALTH NETWORK INC

Form 990 for tax year 2023

Filed by ST LUKES HEALTH NETWORK INC.

Totals

Total revenue
$77,277,116
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$0

Listed in Part VII

  • Richard A Anderson

    Trustee - President/CEO-SLUHN

    Total calculated
    $3,790,497
    From this org
    $0
    From related orgs
    $3,339,416
    Other
    $451,081
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $1,639,015 related
    Bonus
    $0 + $945,203 related
    Other
    $0 + $755,198 related
    Deferred
    $0 + $424,958 related
    Nontaxable benefits
    $0 + $26,123 related
    Filer's total
    $0 + $3,790,497 related

  • Carol A Kuplen RN MSN

    SVP CNO&Pres SLHB(Term 12/23)

    Total calculated
    $3,122,060
    From this org
    $0
    From related orgs
    $3,075,841
    Other
    $46,219
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $482,556 related
    Bonus
    $0 + $238,490 related
    Other
    $0 + $2,354,795 related
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $23,119 related
    Filer's total
    $0 + $3,122,060 related

  • Joel D Fagerstrom

    EVP & Chief Operating Officer

    Total calculated
    $1,939,765
    From this org
    $0
    From related orgs
    $1,522,340
    Other
    $417,425
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $902,876 related
    Bonus
    $0 + $451,196 related
    Other
    $0 + $168,268 related
    Deferred
    $0 + $383,069 related
    Nontaxable benefits
    $0 + $34,356 related
    Filer's total
    $0 + $1,939,765 related

  • Robert E Martin

    SVP Chief Strategy Officer

    Total calculated
    $1,575,371
    From this org
    $0
    From related orgs
    $1,357,335
    Other
    $218,036
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $630,178 related
    Bonus
    $0 + $271,063 related
    Other
    $0 + $456,094 related
    Deferred
    $0 + $204,342 related
    Nontaxable benefits
    $0 + $13,694 related
    Filer's total
    $0 + $1,575,371 related

  • Robert L Wax Esq

    SVP General Counsel

    Total calculated
    $1,328,953
    From this org
    $0
    From related orgs
    $1,083,013
    Other
    $245,940
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $661,965 related
    Bonus
    $0 + $318,734 related
    Other
    $0 + $102,314 related
    Deferred
    $0 + $208,380 related
    Nontaxable benefits
    $0 + $37,560 related
    Filer's total
    $0 + $1,328,953 related

  • Scott R Wolfe

    Chief Financial Officer

    Total calculated
    $1,185,487
    From this org
    $0
    From related orgs
    $1,140,927
    Other
    $44,560
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $790,753 related
    Bonus
    $0 + $325,464 related
    Other
    $0 + $24,710 related
    Deferred
    $0 + $18,150 related
    Nontaxable benefits
    $0 + $26,410 related
    Filer's total
    $0 + $1,185,487 related

  • Edward R Nawrocki

    President, East Region

    Total calculated
    $1,099,267
    From this org
    $0
    From related orgs
    $850,189
    Other
    $249,078
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $492,440 related
    Bonus
    $0 + $253,240 related
    Other
    $0 + $104,509 related
    Deferred
    $0 + $214,722 related
    Nontaxable benefits
    $0 + $34,356 related
    Filer's total
    $0 + $1,099,267 related

  • Jeffrey A Jahre MD

    SVP Medical & Academic Affairs

    Total calculated
    $1,081,487
    From this org
    $0
    From related orgs
    $1,032,764
    Other
    $48,723
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $546,090 related
    Bonus
    $0 + $364,548 related
    Other
    $0 + $122,126 related
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $25,623 related
    Filer's total
    $0 + $1,081,487 related

  • Frank Ford

    Former Officer

    Total calculated
    $981,553
    From this org
    $0
    From related orgs
    $935,111
    Other
    $46,442
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $332,398 related
    Bonus
    $0 + $152,175 related
    Other
    $0 + $450,538 related
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $23,342 related
    Filer's total
    $0 + $981,553 related

  • Chad T Brisendine

    VP & Chief Information Officer

    Total calculated
    $964,350
    From this org
    $0
    From related orgs
    $924,452
    Other
    $39,898
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $567,690 related
    Bonus
    $0 + $245,906 related
    Other
    $0 + $110,856 related
    Deferred
    $0 + $18,150 related
    Nontaxable benefits
    $0 + $21,748 related
    Filer's total
    $0 + $964,350 related

  • ALDO CARMONA MD

    SVP Clinical Integration

    Total calculated
    $945,800
    From this org
    $0
    From related orgs
    $902,904
    Other
    $42,896
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $650,041 related
    Bonus
    $0 + $228,153 related
    Other
    $0 + $24,710 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $29,696 related
    Filer's total
    $0 + $945,800 related

  • William E Moyer IV

    President, West Region

    Total calculated
    $932,864
    From this org
    $0
    From related orgs
    $775,489
    Other
    $157,375
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $471,718 related
    Bonus
    $0 + $229,067 related
    Other
    $0 + $74,704 related
    Deferred
    $0 + $132,515 related
    Nontaxable benefits
    $0 + $24,860 related
    Filer's total
    $0 + $932,864 related

  • Dennis J Dougherty

    President/CEO St. Luke's PT

    Total calculated
    $926,832
    From this org
    $0
    From related orgs
    $890,276
    Other
    $36,556
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $341,879 related
    Bonus
    $0 + $546,667 related
    Other
    $0 + $1,730 related
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $13,456 related
    Filer's total
    $0 + $926,832 related

  • Donna M Sabol

    SVP & Chief Quality Officer

    Total calculated
    $810,647
    From this org
    $0
    From related orgs
    $672,805
    Other
    $137,842
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $394,789 related
    Bonus
    $0 + $174,397 related
    Other
    $0 + $103,619 related
    Deferred
    $0 + $114,904 related
    Nontaxable benefits
    $0 + $22,938 related
    Filer's total
    $0 + $810,647 related

  • Evan B Ochs

    SVP Human Resources

    Total calculated
    $747,629
    From this org
    $0
    From related orgs
    $711,607
    Other
    $36,022
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $507,596 related
    Bonus
    $0 + $203,722 related
    Other
    $0 + $289 related
    Deferred
    $0 + $18,150 related
    Nontaxable benefits
    $0 + $17,872 related
    Filer's total
    $0 + $747,629 related

  • Michael P Sabol DO

    Truestee

    Total calculated
    $502,708
    From this org
    $0
    From related orgs
    $463,848
    Other
    $38,860
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $401,683 related
    Bonus
    $0 + $61,865 related
    Other
    $0 + $300 related
    Deferred
    $0 + $18,150 related
    Nontaxable benefits
    $0 + $20,710 related
    Filer's total
    $0 + $502,708 related

  • Wendy N Lazo

    President, SLHB (Eff 12/10/23)

    Total calculated
    $491,078
    From this org
    $0
    From related orgs
    $436,028
    Other
    $55,050
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $298,815 related
    Bonus
    $0 + $128,060 related
    Other
    $0 + $9,153 related
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $31,950 related
    Filer's total
    $0 + $491,078 related

  • Ashley Swope MSN RN

    CNO (Eff 12/24/23)

    Total calculated
    $351,966
    From this org
    $0
    From related orgs
    $322,204
    Other
    $29,762
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $268,752 related
    Bonus
    $0 + $53,234 related
    Other
    $0 + $218 related
    Deferred
    $0 + $17,884 related
    Nontaxable benefits
    $0 + $11,878 related
    Filer's total
    $0 + $351,966 related

  • Robert B Black

    Chairman - Trustee

    Total calculated
    $0
    Hours/week
    1

  • Buddy Lesavoy ESQ

    Vice Chairman - Trustee

    Total calculated
    $0
    Hours/week
    1

  • Robert A Oster

    Vice Chairman - Trustee

    Total calculated
    $0
    Hours/week
    1

  • Susan M Dale

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Paul E Huck

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • David M Lobach JR

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • David Muething

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Liz Beshel Robinson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Charles D Saunders MD

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Vincent Sorgi

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Luanne B Stauffer

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Dorothy Weik-Hange

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • David M Yen MD

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kristina W Warner

    Trustee (Termed 11/1/2023)

    Total calculated
    $0
    Hours/week
    1

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
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

CORM FORM, PART VII AND SCHEDULE J
TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2023 FORMS W-2.
SCHEDULE J, PART I; QUESTION 3
COMPENSATION REVIEW ------------------- EXECUTIVE COMPENSATION FOR THE HEALTH NETWORK CONSISTS OF FIXED SALARY, AT-RISK COMPENSATION AND OTHER DEFERRED COMPENSATION ARRANGEMENTS. TOTAL COMPENSATION FOR NETWORK EXECUTIVES IS APPROVED ANNUALLY BY THE NETWORK'S BOARD OF TRUSTEES. THE RECOMMENDED COMPENSATION IS ESTABLISHED THROUGH A MULTI-FACETED APPROACH INCLUDING USE OF AN INDEPENDENT CONSULTANT ENGAGED ON AN ONGOING BASIS BY THE BOARD OF TRUSTEES AND WHO WORKS DIRECTLY WITH THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. ALSO INCLUDED IS THE REVIEW OF FORMS 990 AND COMPENSATION SURVEYS OF OTHER COMPARABLE HEALTHCARE ORGANIZATIONS. BONUS/INCENTIVE --------------- THE AT-RISK COMPENSATION IS APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD AND IS BASED ON SEVERAL QUALITATIVE AND QUANTITATIVE COMPONENTS, INCLUDING JOINT COMMISSION, PENNSYLVANIA DEPARTMENT OF HEALTH AND PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION ACCREDITATIONS, EVIDENCE-BASED HOSPITAL PROCESS OF CARE MEASURES, OUTCOME MEASURES, SUCH AS PATIENT SATISFACTION, MORTALITY RATE, AND LENGTH OF STAY; EFFICIENCY MEASURES AS DEMONSTRATED BY COST-PER-ADJUSTED DISCHARGE AND NET INCOME. OTHER REPORTABLE COMPENSATION ----------------------------- OTHER BENEFITS INCLUDE DEFERRED COMPENSATION BENEFITS THAT HAD ACCUMULATED OVER YEARS OF SERVICE AND WAS REPORTED AND DISTRIBUTED IN ACCORDANCE WITH VESTING REQUIREMENTS AND INTERNAL REVENUE SERVICE RULES AND REGULATIONS. DEFERRED COMPENSATION --------------------- DEFERRED COMPENSATION REPRESENTS RETIREMENT BENEFITS EARNED DURING THE REPORTING PERIOD, NOT RECOGNIZED AS COMPENSATION ON THE EMPLOYEE'S 2023 FORM W-2. NONTAXABLE BENEFITS ------------------- NONTAXABLE BENEFITS REPRESENTS HEALTH AND WELFARE BENEFITS RECEIVED DURING THE REPORTING PERIOD, NOT RECOGNIZED AS COMPENSATION ON THE EMPLOYEE'S 2023 FORM W-2. COMPENSATION REPORTED ON PRIOR 990 ---------------------------------- TOTAL COMPENSATION REPORTED ON PRIOR FORMS 990 REPRESENTS RECOGNITION OF DEFERRED COMPENSATION BENEFITS THAT HAD ACCUMULATED OVER YEARS OF SERVICE AND WAS REPORTED AND DISTRIBUTED IN ACCORDANCE WITH VESTING REQUIREMENTS AND INTERNAL REVENUE SERVICE RULES AND REGULATIONS. THESE AMOUNTS WERE PREVIOUSLY REPORTED IN SCHEDULE J, COLUMN C - RETIREMENT AND OTHER DEFERRED COMPENSATION.
SCHEDULE J, PART I; QUESTION 4B
THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP"). THESE INDIVIDUALS HAVE SATISFIED BOTH THE AGE AND THE YEARS OF SERVICE REQUIREMENTS SPECIFIED BY THE SERP. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $347,295; CAROL KUPLEN, RN, MSN, $2,107,262; ROBERT E. MARTIN, $273,427; FRANK FORD, $197,778 AND DONNA M. SABOL, $78,909. ADDITIONALLY, THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES AMOUNTS RELATED TO VESTED CAPITAL ACCUMULATION FOR POST-RETIREMENT DEATH BENEFITS. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $351,631; CAROL A. KUPLEN, RN, MSN, $171,854; JOEL D. FAGERSTROM, $143,788; ROBERT E. MARTIN, $157,957; ROBERT L. WAX, ESQ., $101,624; EDWARD R. NAWROCKI, $80,719; JEFFREY A. JAHRE, M.D., $99,008; FRANK FORD, $132,125; CHAD T. BRISENDINE, $88,056 AND WILLIAM E. MOYER, IV, $73,414. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $401,858; ROBERT E. MARTIN, $181,242; AND DONNA M. SABOL, $91,804.
SCHEDULE J, PART I; QUESTIONS 6A AND 6B
THE EXECUTIVE COMPENSATION PACKAGE FOR THE HEALTH NETWORK CONSISTS OF BOTH A FIXED SALARY AND ADDITIONAL AT-RISK COMPENSATION THAT IS BASED ON SEVERAL QUALITATIVE AND QUANTITATIVE COMPONENTS. THE COMPONENTS OF THE AT-RISK COMPENSATION PLAN INCLUDES JCAHO, DEPARTMENT OF HEALTH AND TRAUMA CENTER ACCREDITATIONS, EVIDENCE BASED HOSPITAL PROCESS OF CARE MEASURES, OUTCOME MEASURES SUCH AS PATIENT SATISFACTION, MORTALITY RATE, LENGTH OF STAY, EFFICIENCY MEASURES AS DEMONSTRATED BY COST PER ADJUSTED DISCHARGE AND FINALLY NET INCOME.
SCHEDULE J, PART I; QUESTION 7
CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED AT-RISK COMPENSATION DURING CALENDAR YEAR 2023 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II; COLUMN F
THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) INCLUDE VESTED BENEFITS IN A DEFERRED COMPENSATION PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR YEARS' FORMS 990 AND ARE NOW BEING REPORTED AGAIN ON THIS YEAR'S FORM 990. THESE HAVE BEEN TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202511289349303051

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