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Nonprofiteer
← ST JOSEPH REGIONAL HEALTH CENTER

Form 990 for tax year 2023

Filed by ST JOSEPH REGIONAL HEALTH CENTER.

Totals

Total revenue
$502,278,109
Total expenses
$513,753,575
Contributions and grants received
$1,085,315
Grants paid
$4,934,405
Program service revenue
$459,614,257
Investment income
$12,537,903
Other revenue
$29,040,634
Total assets, end of year
$489,254,853
Total liabilities, end of year
$202,710,162
Net assets or fund balances, end of year
$286,544,691
Program services expenses (Part IX)
$419,883,328
Management and general expenses
$93,870,247
Fundraising expenses
$0
Program service expenses (Part III)
$419,883,328

Program services were 81.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • T DOUGLAS LAWSON PHD

    PRESIDENT, SOUTH REGION

    Total calculated
    $3,615,147
    From this org
    $0
    From related orgs
    $3,396,538
    Other
    $218,609
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,254,480 related
    Bonus
    $0 + $1,981,456 related
    Other
    $0 + $160,602 related
    Deferred
    $0 + $196,283 related
    Nontaxable benefits
    $0 + $22,326 related
    Filer's total
    $0 + $3,615,147 related

  • BRAD WHITE MD

    BOARD MEMBER (PARTIAL)/PHYSICIAN

    Total calculated
    $986,453
    From this org
    $0
    From related orgs
    $930,717
    Other
    $55,736
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $928,785 related
    Bonus
    $0
    Other
    $0 + $1,932 related
    Deferred
    $0 + $18,381 related
    Nontaxable benefits
    $0 + $37,355 related
    Filer's total
    $0 + $986,453 related

  • KIM SHAW

    CEO

    Total calculated
    $897,767
    From this org
    $0
    From related orgs
    $862,606
    Other
    $35,161
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $450,101 related
    Bonus
    $0 + $321,816 related
    Other
    $0 + $90,689 related
    Deferred
    $0 + $11,240 related
    Nontaxable benefits
    $0 + $23,921 related
    Filer's total
    $0 + $897,767 related

  • MICHAEL STEINES MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $634,007
    From this org
    $0
    From related orgs
    $586,733
    Other
    $47,274
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $583,121 related
    Bonus
    $0
    Other
    $0 + $3,612 related
    Deferred
    $0 + $19,209 related
    Nontaxable benefits
    $0 + $28,065 related
    Filer's total
    $0 + $634,007 related

  • RICARDO DIAZ

    FORMER KEY EMPLOYEE

    Total calculated
    $517,307
    From this org
    $495,255
    From related orgs
    $0
    Other
    $22,052
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,760
    Bonus
    $86,081
    Other
    $267,414
    Deferred
    $10,387
    Nontaxable benefits
    $11,665
    Filer's total
    $517,307

  • BEVERLY WELCH

    MKT SVP-PATIENT CARE SERVICES

    Total calculated
    $406,219
    From this org
    $374,946
    From related orgs
    $0
    Other
    $31,273
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $276,177
    Bonus
    $95,217
    Other
    $3,552
    Deferred
    $19,350
    Nontaxable benefits
    $11,923
    Filer's total
    $406,219

  • KEVIN WALTERS

    MARKET VP FINANCE

    Total calculated
    $399,939
    From this org
    $347,269
    From related orgs
    $0
    Other
    $52,670
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $273,576
    Bonus
    $70,029
    Other
    $3,664
    Deferred
    $15,082
    Nontaxable benefits
    $37,588
    Filer's total
    $399,939

  • KIMBERLY FEESE

    MKT DIRECTOR PHARMACY

    Total calculated
    $277,732
    From this org
    $223,924
    From related orgs
    $6,830
    Other
    $46,978
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $191,951 + $6,830 related
    Bonus
    $30,783
    Other
    $1,190
    Deferred
    $13,538
    Nontaxable benefits
    $33,017 + $423 related
    Filer's total
    $270,479 + $7,253 related

  • NADER MOSHIRI SEDEH

    PHYSICIST

    Total calculated
    $267,867
    From this org
    $243,421
    From related orgs
    $0
    Other
    $24,446
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,294
    Bonus
    $800
    Other
    $327
    Deferred
    $10,799
    Nontaxable benefits
    $13,647
    Filer's total
    $267,867

  • VERNELL JOHNSON III

    VP MEDICAL OPERATIONS

    Total calculated
    $265,519
    From this org
    $249,429
    From related orgs
    $0
    Other
    $16,090
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,055
    Bonus
    $41,500
    Other
    $23,874
    Deferred
    $0
    Nontaxable benefits
    $16,090
    Filer's total
    $265,519

  • ANGELIA DINGLE

    DIRECTOR PATIENT CARE

    Total calculated
    $262,858
    From this org
    $3,800
    From related orgs
    $235,355
    Other
    $23,703
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $3,800 + $196,428 related
    Bonus
    $0 + $38,146 related
    Other
    $0 + $781 related
    Deferred
    $0 + $13,530 related
    Nontaxable benefits
    $44 + $10,129 related
    Filer's total
    $3,844 + $259,014 related

  • LAURA SURVANT

    DIRECTOR OF FINANCE

    Total calculated
    $253,268
    From this org
    $229,651
    From related orgs
    $0
    Other
    $23,617
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,732
    Bonus
    $28,760
    Other
    $1,159
    Deferred
    $13,025
    Nontaxable benefits
    $10,592
    Filer's total
    $253,268

  • KIA PARSI MD

    FORMER OFFICER

    Total calculated
    $170,587
    From this org
    $0
    From related orgs
    $161,292
    Other
    $9,295
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,092 related
    Bonus
    $0
    Other
    $0 + $1,200 related
    Deferred
    $0 + $7,625 related
    Nontaxable benefits
    $0 + $1,670 related
    Filer's total
    $0 + $170,587 related

  • FRANK ASHLEY

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • ROBERT UPCHURCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • JANE AINSWORTH

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • BROOKS BASS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • BRAD BEERS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • DEMETRESS HARRELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • INDIRA VISHNAMPET

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • GARY WHITLOCK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 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

  • 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)

PART I, LINE 3:
DURING THE CALENDAR YEAR 2023, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY ST. LUKE'S HEALTH SYSTEM CORPORATION, A RELATED ORGANIZATION. ST. LUKE'S HEALTH SYSTEM CORPORATION USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3 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. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15 FOR ADDITIONAL INFORMATION.
PART I, LINE 4A:
CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 WEEKS TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. THE FOLLOWING REPORTABLE INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE 2023 CALENDAR YEAR, AND THESE SEVERANCE PAYMENTS WERE INCLUDED IN THE INDIVIDUALS' W-2 INCOME AND REPORTABLE COMPENSATION ON PART VII AND SCHEDULE J, PART II, COLUMN (B)(III): RICARDO DIAZ - $267,112.44.
PART I, LINE 4B:
DURING THE 2023 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. DURING 2023 THE FOLLOWING DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: T. DOUGLAS LAWSON $146,007.
PART II
ST. JOSEPH REGIONAL HEALTH CENTER 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 2023.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202501329349302145

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