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← SAINT FRANCIS MEDICAL CENTER FOUNDATION

Form 990 for tax year 2023

Filed by SAINT FRANCIS MEDICAL CENTER FOUNDATION.

Totals

Total revenue
$1,393,278
Total expenses
$1,982,845
Contributions and grants received
$600,542
Grants paid
$1,708,049
Program service revenue
$0
Investment income
$780,211
Other revenue
$12,525
Total assets, end of year
$22,235,123
Total liabilities, end of year
$1,454,125
Net assets or fund balances, end of year
$20,780,998
Program services expenses (Part IX)
$1,816,704
Management and general expenses
$155,577
Fundraising expenses
$10,564
Program service expenses (Part III)
$1,816,704

Program services were 91.6% 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.

  • 1c · Fundraising events

    $31,070

  • 1d · Related organizations

    $279,172

  • 1f · All other contributions, gifts and grants

    $290,300

  • 1g · Noncash contributions included above

    $107,631

  • 3 · Investment income

    total $252,635 · excluded $252,635

  • 7a · Gross sales of assets other than inventory

    securities $527,576

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

    securities $0

  • 7c · Gain or loss

    securities $527,576

  • 7d · Net gain or loss

    total $527,576 · excluded $527,576

  • 8a · Fundraising events: gross income

    $13,605

  • 8a · Fundraising events: contributions included on line 1c

    $31,070

  • 8b · Fundraising events: direct expenses

    $21,216

  • 8c · Net income from fundraising events

    total -$7,611 · excluded -$7,611

  • 9a · Gaming: gross income

    $52,780

  • 9b · Gaming: direct expenses

    $32,644

  • 9c · Net income from gaming

    total $20,136 · excluded $20,136

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,708,049 · program services $1,708,049

  • 11g · Fees: other

    total $254,994 · program services $102,135 · management and general $152,859

  • 13 · Office expenses

    total $7,917 · program services $792 · management and general $396 · fundraising $6,729

  • 16 · Occupancy

    total $5,042 · program services $4,790 · management and general $252

  • 17 · Travel

    total $3,774 · program services $377 · management and general $189 · fundraising $3,208

  • 19 · Conferences, conventions and meetings

    total $305 · management and general $305

  • 20 · Interest

    total $1,400 · management and general $1,400

  • 22 · Depreciation, depletion and amortization

    total $627 · fundraising $627

  • 24a · Other expenses: REPAIRS AND MAINTENANCE

    total $591 · program services $561 · management and general $30 · fundraising $0

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $146 · program services $0 · management and general $146 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $238,102 · end of year $1,312,894

  • 3 · Pledges and grants receivable

    beginning of year $10,000 · end of year $10,000

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

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

    $33,051

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

    $22,442

  • 10c · Land, buildings and equipment, net

    beginning of year $11,236 · end of year $10,609

  • 11 · Investments: publicly traded securities

    beginning of year $7,170 · end of year $7,180

  • 12 · Investments: other securities

    beginning of year $20,338,884 · end of year $20,871,407

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $23,033

  • 17 · Accounts payable and accrued expenses

    end of year $0

  • 18 · Grants payable

    end of year $0

  • 19 · Deferred revenue

    end of year $0

  • 20 · Tax-exempt bond liabilities

    end of year $0

  • 21 · Escrow or custodial account liability

    end of year $0

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 23 · Secured mortgages and notes payable

    end of year $0

  • 24 · Unsecured notes and loans payable

    end of year $0

  • 25 · Other liabilities

    beginning of year $518,528 · end of year $1,454,125

  • 27 · Net assets without donor restrictions

    beginning of year $18,085,779 · end of year $18,767,204

  • 28 · Net assets with donor restrictions

    beginning of year $2,001,085 · end of year $2,013,794

Mission and programs · 2023

Mission

AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.

Activities or mission (Part I)

TO SUPPORT SAINT FRANCIS MEDICAL CENTER'S MISSION; TO SOLICIT AND MANAGE FUNDS FROM PUBLIC AND PRIVATE SOURCES; TO SUPPORT HOSPITAL PROGRAMS; TO COLLABORATE WITH THE COMMUNITY.

  • ORGANIZATION'S MISSION, VISION, AND TAX-EXEMPT PURPOSETHE SAINT FRANCIS MEDICAL CENTER FOUNDATION WAS INCORPORATED AS A 501(C)(3), TAX-EXEMPT, CHARITABLE FOUNDATION IN 1980 TO SERVE AS THE OFFICIAL GIFT-RECEIVING AND GIFT-ADMINISTRATION AGENCY FOR SAINT FRANCIS MEDICAL CENTER IN GRAND ISLAND, NEBRASKA. THE HEALTH CARE FOUNDATION WAS ESTABLISHED TO HELP FURTHER THE HOSPITAL'S MISSION OF PROVIDING HEALTH CARE SERVICES TO ALL IN NEED AND IMPROVE THE HEALTH OF THE COMMUNITIES THAT IT SERVES.QUALITATIVE DESCRIPTION OF COMMUNITY BENEFITTHE SAINT FRANCIS MEDICAL CENTER FOUNDATION'S CURRENT STAFF AND VOLUNTEER BOARD OF DIRECTORS RAISE FUNDS THROUGH SPECIAL EVENTS, ANNUAL GIVING, MAJOR GIFTS, PLANNED GIVING, CORPORATE/FOUNDATION GRANTS, AND CAPITAL CAMPAIGNS TO HELP FUND MANY OF THE HEALTH CARE PROGRAMS, PROJECTS, AND COMMUNITY OUTREACH SERVICES OFFERED BY THE HOSPITAL. IN ADDITION, THE FOUNDATION PROVIDES FUNDING FOR NUMEROUS COMMUNITY-SPONSORED PROGRAMS THAT COMPLEMENT THE FOUNDATION'S MISSION AND WORK TOWARD THE CREATION OF HEALTHIER COMMUNITIES.IN FY24 THE SAINT FRANCIS MEDICAL CENTER FOUNDATION DISTRIBUTED $1,708,049 BACK INTO THE COMMUNITY THROUGH ITS FINANCIAL SUPPORT OF SAINT FRANCIS MEDICAL CENTER AND COMMUNITY-SPONSORED PROGRAMS. ADDITIONAL SUPPORT WAS PROVIDED THROUGH IN-KIND AND FIDUCIARY SUPPORT OF COMMUNITY PROJECTS. PROGRAMS SUPPORTED FINANCIALLY INCLUDE THE THIRD CITY COMMUNITY CLINIC, WHICH PROVIDES PRIMARY CARE AND DENTAL CARE TO LOW-INCOME RESIDENTS, SAINT FRANCIS CHILD SAFETY, WHICH PROMOTES USAGE OF CHILD SAFETY SEATS, AND THE STUDENT WELLNESS CENTER, WHICH PROVIDES PRIMARY HEALTH CARE SERVICES TO STUDENTS AT GRAND ISLAND SENIOR HIGH SCHOOL AND WALNUT MIDDLE SCHOOL. IN ADDITION, FUNDS SUPPORT PROJECT CARE, WHICH HELPS SAINT FRANCIS MEDICAL CENTER PATIENTS ADDRESS MEDICAL NEEDS THAT ARE NOT COVERED BY INSURANCE OR EXISTING PROGRAMS.

    Expenses $1,816,704 · Grants $1,708,049

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

Listed in Part VII

  • JEANETTE WOJTALEWICZ

    FORMER CFO, CHI HEALTH

    Total calculated
    $1,357,202
    From this org
    $0
    From related orgs
    $1,344,835
    Other
    $12,367
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $128,679 related
    Bonus
    $0 + $132,479 related
    Other
    $0 + $1,083,677 related
    Deferred
    $0 + $9,698 related
    Nontaxable benefits
    $0 + $2,669 related
    Filer's total
    $0 + $1,357,202 related

  • EDWARD HANNON

    PRESIDENT, SFMC (PARTIAL YEAR)

    Total calculated
    $711,121
    From this org
    $0
    From related orgs
    $667,493
    Other
    $43,628
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $373,906 related
    Bonus
    $0 + $202,249 related
    Other
    $0 + $91,338 related
    Deferred
    $0 + $14,694 related
    Nontaxable benefits
    $0 + $28,934 related
    Filer's total
    $0 + $711,121 related

  • KATHY BERTOLINI

    VP PHILANTHROPY

    Total calculated
    $406,336
    From this org
    $0
    From related orgs
    $358,469
    Other
    $47,867
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,178 related
    Bonus
    $0 + $86,599 related
    Other
    $0 + $3,692 related
    Deferred
    $0 + $19,278 related
    Nontaxable benefits
    $0 + $28,589 related
    Filer's total
    $0 + $406,336 related

  • NICK OTOOL

    MARKET CFO

    Total calculated
    $399,969
    From this org
    $0
    From related orgs
    $349,020
    Other
    $50,949
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,554 related
    Bonus
    $0 + $96,047 related
    Other
    $0 + $419 related
    Deferred
    $0 + $16,660 related
    Nontaxable benefits
    $0 + $34,289 related
    Filer's total
    $0 + $399,969 related

  • MELISSA GRIFFITH

    FOUNDATION DIRECTOR

    Total calculated
    $176,482
    From this org
    $0
    From related orgs
    $140,065
    Other
    $36,417
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $116,669 related
    Bonus
    $0 + $22,816 related
    Other
    $0 + $580 related
    Deferred
    $0 + $3,213 related
    Nontaxable benefits
    $0 + $33,204 related
    Filer's total
    $0 + $176,482 related

  • STEVEN SCHIEBER

    PRESIDENT, SFMC

    Total calculated
    $0
    Hours/week
    1 + 49 related

  • TODD BARTEK

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • BRAD BELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STACIE GODING

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • BRAD KEASLING

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • STEVE KNUDSEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TIFFANY MURDOCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DARCY RAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DARREN SANCHEZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RILEY SANTIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GREG SCHLEGEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRAYDEN SNELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • REGINA SOMER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MEGAN GOPLIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JODY RAUERT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ADRIANE WASHBURN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MORGANNE MANIVONG

    BOARD MEMBER

    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

  • 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 CHI HEALTH FOUNDATION, A RELATED ORGANIZATION. CHI HEALTH FOUNDATION, 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.
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): JEANETTE WOJTALEWICZ, $1,083,464.
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: EDWARD HANNON, $61,375. DUE TO THE "SUPER" VESTING RULES UNDER COMMONSPIRIT'S DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2023 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II. DURING 2023, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: EDWARD HANNON, $20,116.
PART II:
SAINT FRANCIS MEDICAL CENTER FOUNDATION 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
13 May 2025
IRS schema version
2023v6.0
Source object
202511339349306101

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