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Nonprofiteer
← ROPER ST FRANCIS FOUNDATION

Form 990 for tax year 2024

Filed by ROPER ST FRANCIS FOUNDATION.

Totals

Total revenue
$16,479,841
Total expenses
$9,499,725
Contributions and grants received
$11,518,047
Grants paid
$4,444,995
Program service revenue
$0
Investment income
$5,458,804
Other revenue
-$497,010
Total assets, end of year
$48,380,643
Total liabilities, end of year
$1,697,837
Net assets or fund balances, end of year
$46,682,806
Program services expenses (Part IX)
$4,444,995
Management and general expenses
$2,750,223
Fundraising expenses
$2,304,507
Program service expenses (Part III)
$4,444,995

Program services were 46.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Cladius Bud E Watts IV

    Vice Chairperson & Treasurer

    Total calculated
    $0
    Hours/week
    0.5

  • David Ellison MD

    Chairperson

    Total calculated
    $0
    Hours/week
    0.5

  • Megan Baker MD

    Board Member (End 08/24), Interim President RSF Foundation (Beg 10/24)

    Total calculated
    $980,327
    From this org
    $0
    From related orgs
    $901,811
    Other
    $78,516
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $495,103 related
    Bonus
    $0 + $372,272 related
    Other
    $0 + $34,436 related
    Deferred
    $0 + $39,181 related
    Nontaxable benefits
    $0 + $39,335 related
    Filer's total
    $0 + $980,327 related

  • Amy S McMarlin

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Carole W King

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Charles Cole

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Charles Ford Rivers III

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • David Kimm

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • David Verbance

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Elizabeth Saal

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Eric Laster

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Eugene J Zurlo

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • G Frederick Worsham MD

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Gregory M Parker

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Henry Greer

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Hope Gazes Grayson

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Jack Hibbits

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Jeremy Willits

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Joseph DeLeon

    Board Member, RSFH President/CEO (Beg 08/24)

    Total calculated
    $602,447
    From this org
    $0
    From related orgs
    $532,392
    Other
    $70,055
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,831 related
    Bonus
    $0 + $200,000 related
    Other
    $0 + $60,561 related
    Deferred
    $0 + $58,129 related
    Nontaxable benefits
    $0 + $11,926 related
    Filer's total
    $0 + $602,447 related

  • Karl Green

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Len Howell

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Marissa Blair Jamarik PhD

    Board Member, RSFH SVP & Chief Nursing Officer

    Total calculated
    $767,709
    From this org
    $0
    From related orgs
    $621,894
    Other
    $145,815
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,490 related
    Bonus
    $0 + $179,389 related
    Other
    $0 + $76,015 related
    Deferred
    $0 + $120,081 related
    Nontaxable benefits
    $0 + $25,734 related
    Filer's total
    $0 + $767,709 related

  • Matthew Desmond

    Board Member, RSFH Chief Transformation Officer & President - BSSF/MPH

    Total calculated
    $642,764
    From this org
    $0
    From related orgs
    $552,522
    Other
    $90,242
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $367,299 related
    Bonus
    $0 + $146,415 related
    Other
    $0 + $38,808 related
    Deferred
    $0 + $51,815 related
    Nontaxable benefits
    $0 + $38,427 related
    Filer's total
    $0 + $642,764 related

  • Matthew O'Steen MD

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Page Bullington

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Richard Clapp

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Robert D Fairey

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Robert Mason

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Sandy Klein

    Board Member (End 02/24)

    Total calculated
    $0
    Hours/week
    0.5

  • Stanley Wilson MD

    Board Member, RSFH AVP CMO - Quality & Cont Care

    Total calculated
    $659,638
    From this org
    $0
    From related orgs
    $616,237
    Other
    $43,401
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $372,492 related
    Bonus
    $0 + $133,674 related
    Other
    $0 + $110,071 related
    Deferred
    $0 + $16,461 related
    Nontaxable benefits
    $0 + $26,940 related
    Filer's total
    $0 + $659,638 related

  • Steve Mungo

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Steven P Bottcher

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Tommy Hall

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Troy Powell

    Board Member, Regional President - RH/BH & VP Continuing Care

    Total calculated
    $609,237
    From this org
    $0
    From related orgs
    $518,180
    Other
    $91,057
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $345,833 related
    Bonus
    $0 + $138,150 related
    Other
    $0 + $34,197 related
    Deferred
    $0 + $49,099 related
    Nontaxable benefits
    $0 + $41,958 related
    Filer's total
    $0 + $609,237 related

  • Trudy H Robertson

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Wendy Wellin

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Stacy Waters

    Secretary, VP & President RSF Foundation (End 10/24)

    Total calculated
    $547,752
    From this org
    $531,622
    From related orgs
    $0
    Other
    $16,130
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $347,965
    Bonus
    $166,932
    Other
    $16,725
    Deferred
    $5,816
    Nontaxable benefits
    $10,314
    Filer's total
    $547,752

  • Anne Sass

    Senior Director Grant Services

    Total calculated
    $188,945
    From this org
    $168,196
    From related orgs
    $0
    Other
    $20,749
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $103,340
    Bonus
    $21,393
    Other
    $43,463
    Deferred
    $7,495
    Nontaxable benefits
    $13,254
    Filer's total
    $188,945

  • Brian Pecor

    Senior Director of Development

    Total calculated
    $280,640
    From this org
    $253,615
    From related orgs
    $0
    Other
    $27,025
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $151,964
    Bonus
    $32,693
    Other
    $68,958
    Deferred
    $11,863
    Nontaxable benefits
    $15,162
    Filer's total
    $280,640

  • Margaret Slaughter

    Strategic Research & Analytics Director

    Total calculated
    $143,400
    From this org
    $101,732
    From related orgs
    $0
    Other
    $41,668
    Hours/week
    50

  • Maureen Tokarczyk

    Senior Director Donor Engagement & Annual Giving

    Total calculated
    $149,794
    From this org
    $127,689
    From related orgs
    $0
    Other
    $22,105
    Hours/week
    50

  • Suzie Smith

    Major Gifts Director

    Total calculated
    $150,923
    From this org
    $130,820
    From related orgs
    $0
    Other
    $20,103
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $103,545
    Bonus
    $17,161
    Other
    $10,114
    Deferred
    $6,018
    Nontaxable benefits
    $14,085
    Filer's total
    $150,923

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

  • 4b · Supplemental nonqualified retirement plan
  • 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
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 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
Roper St. Francis Healthcare, a related organization of the filing organization, uses the following to establish the compensation of the organization's CEO/Executive Director: Compensation Committee Independent Compensation Consultant Compensation Survey or Study Approval by the Board or Compensation Committee
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
The Roper St. Francis Healthcare 457(f) Plan's purpose is to offer eligible employees of the employer deferred compensation benefits to supplement Eligible Employees' retirement income. The Plan is intended to be a top-hat plan (i.e. an unfunded deferred compensation plan maintained for certain members of a select group of management or highly compensated employees). THOSE PAYMENTS THAT ARE NOT YET VESTED DUE TO SUBSTANTIAL RISK OF FORFEITURE ARE INCLUDED IN SCHEDULE J, COLUMN (C) IN ACCORDANCE WITH IRS INSTRUCTIONS. AMOUNTS INCLUDIBLE AS TAXABLE COMPENSATION IN SCHEDULE J, COLUMN (B)(III) FOR LISTED INDIVIDUALS DUE TO SERP PARTICIPATION IN THE REPORTING YEAR WERE AS FOLLOWS: Stanley Wilson, MD, $0; Troy Powell, $0; Marissa Blair Jamarik, PhD, $0; Matthew Desmond, $0; Joseph DeLeon, $0; Megan Baker, MD, $0.
Schedule J, Part I, Line 7 NON-FIXED PAYMENTS
Goals are developed each year to support the Organization's strategic initiatives for people, quality, financial, growth and service. The Ad Hoc Compensation Committee approves the system goals annually and reports it to the full Board of Directors. Progress on each metric is reported to the Board each month on the corporate scorecard. At year-end, the Ad Hoc Compensation Committee approves the final scorecard number and reports results to the full Board. Annual incentives for the executives are based 60% on the corporate scorecard and 40% on individual performance. Executives maintain an individual scorecard on the leader evaluation manager and discuss results monthly with the President/CEO. The President/CEO approves the individual executive scorecard.

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
2024
Filed
12 November 2025
IRS schema version
2024v5.1
Source object
202543169349308379

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