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Nonprofiteer
← SAINT LUKES HEALTH SYSTEM INC

Form 990 for tax year 2022

Filed by SAINT LUKES HEALTH SYSTEM INC.

Totals

Total revenue
$260,553,437
Total expenses
$257,422,849
Contributions and grants received
$627,577
Grants paid
$267,078
Program service revenue
$259,591,699
Investment income
$334,161
Other revenue
$0
Total assets, end of year
$365,336,736
Total liabilities, end of year
$277,752,294
Net assets or fund balances, end of year
$87,584,442
Program services expenses (Part IX)
$251,871,567
Management and general expenses
$5,551,282
Fundraising expenses
$0
Program service expenses (Part III)
$251,871,567

Program services were 97.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • GREGORY BENTZ

    DIRECTOR-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • MAURICE WATSON

    DIRECTOR-VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Melinda Estes MD

    DIRECTOR- PRESIDENT & CEO

    Total calculated
    $3,636,712
    From this org
    $3,264,250
    From related orgs
    $0
    Other
    $372,462
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,926,739
    Bonus
    $1,078,779
    Other
    $258,732
    Deferred
    $349,795
    Nontaxable benefits
    $22,667
    Filer's total
    $3,636,711

  • BETTY PRESTON-STEELE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BLAINE WEEKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LAJUANA COUNTS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MARIE GRIFFIN MD

    DIRECTOR

    Total calculated
    $356,367
    From this org
    $0
    From related orgs
    $330,778
    Other
    $25,589
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,051 related
    Bonus
    $0 + $37,000 related
    Other
    $0 + $2,727 related
    Deferred
    $0 + $16,775 related
    Nontaxable benefits
    $0 + $8,814 related
    Filer's total
    $0 + $356,367 related

  • MARY LYNN LUCIDO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RAY KOWALIK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RICHARD NORDEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RICHARD WINSTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RYAN MCNELLIS MD

    DIRECTOR

    Total calculated
    $357,762
    From this org
    $0
    From related orgs
    $327,232
    Other
    $30,530
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,583 related
    Bonus
    $0 + $34,912 related
    Other
    $0 + $737 related
    Deferred
    $0 + $16,775 related
    Nontaxable benefits
    $0 + $13,755 related
    Filer's total
    $0 + $357,763 related

  • SANJAYA GUPTA MD

    DIRECTOR

    Total calculated
    $603,553
    From this org
    $0
    From related orgs
    $564,814
    Other
    $38,739
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $476,724 related
    Bonus
    $0 + $86,190 related
    Other
    $0 + $1,900 related
    Deferred
    $0 + $9,750 related
    Nontaxable benefits
    $0 + $28,989 related
    Filer's total
    $0 + $603,554 related

  • SANJEEV KHURANA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • THE RT REV DIANE BRUCE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • THOMAS BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Chuck V Robb

    SENIOR VP & CFO

    Total calculated
    $1,398,304
    From this org
    $1,256,242
    From related orgs
    $0
    Other
    $142,062
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $719,698
    Bonus
    $362,100
    Other
    $174,444
    Deferred
    $118,025
    Nontaxable benefits
    $24,037
    Filer's total
    $1,398,304

  • CYNTHIA CHRISTENSEN

    VP CONTROLLER

    Total calculated
    $504,712
    From this org
    $431,402
    From related orgs
    $0
    Other
    $73,310
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $295,284
    Bonus
    $93,402
    Other
    $42,716
    Deferred
    $60,413
    Nontaxable benefits
    $12,896
    Filer's total
    $504,712

  • DAPHNE BASCOM MD

    VP POPULATION HEALTH-TERM ENDED 3/2022

    Total calculated
    $299,404
    From this org
    $0
    From related orgs
    $293,030
    Other
    $6,374
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $98,303 related
    Bonus
    $0 + $110,778 related
    Other
    $0 + $83,949 related
    Deferred
    $0 + $5,823 related
    Nontaxable benefits
    $0 + $551 related
    Filer's total
    $0 + $299,404 related

  • DAVID MADDOX

    CHIEF TECHNOLOGY OFFICER

    Total calculated
    $328,007
    From this org
    $304,528
    From related orgs
    $0
    Other
    $23,479
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $261,881
    Bonus
    $40,750
    Other
    $1,897
    Deferred
    $12,200
    Nontaxable benefits
    $11,279
    Filer's total
    $328,007

  • DAVID SAFLEY

    VP-MEDICAL AFFAIRS QUALITY

    Total calculated
    $634,722
    From this org
    $0
    From related orgs
    $589,542
    Other
    $45,180
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $537,446 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $2,097 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $26,880 related
    Filer's total
    $0 + $634,723 related

  • DEBORAH GASH

    SENIOR VP CHIEF DIGITAL OFFICER

    Total calculated
    $1,124,477
    From this org
    $919,502
    From related orgs
    $0
    Other
    $204,975
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $553,802
    Bonus
    $266,553
    Other
    $99,147
    Deferred
    $181,649
    Nontaxable benefits
    $23,326
    Filer's total
    $1,124,477

  • DIANE TRIMBLE

    CHIEF QUALITY OFFICER

    Total calculated
    $852,807
    From this org
    $683,823
    From related orgs
    $0
    Other
    $168,984
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $403,362
    Bonus
    $202,212
    Other
    $78,249
    Deferred
    $144,734
    Nontaxable benefits
    $24,250
    Filer's total
    $852,806

  • DORIS ROGERS

    SENIOR VP HUMAN RESOURCES

    Total calculated
    $865,719
    From this org
    $680,431
    From related orgs
    $0
    Other
    $185,288
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $462,038
    Bonus
    $167,075
    Other
    $51,317
    Deferred
    $156,584
    Nontaxable benefits
    $28,704
    Filer's total
    $865,719

  • EMILY FALKENRATH

    VP QUALITY, PATIENT SFTY, REGULATORY

    Total calculated
    $345,644
    From this org
    $277,799
    From related orgs
    $0
    Other
    $67,845
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $236,473
    Bonus
    $39,935
    Other
    $1,392
    Deferred
    $41,778
    Nontaxable benefits
    $26,067
    Filer's total
    $345,645

  • GINA LAWSON MD

    CHIEF CAPACITY OFFICER

    Total calculated
    $819,029
    From this org
    $0
    From related orgs
    $706,579
    Other
    $112,450
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $532,826 related
    Bonus
    $0 + $117,353 related
    Other
    $0 + $56,400 related
    Deferred
    $0 + $83,724 related
    Nontaxable benefits
    $0 + $28,726 related
    Filer's total
    $0 + $819,029 related

  • GREG TEALE

    VP PHARMACY

    Total calculated
    $408,244
    From this org
    $330,052
    From related orgs
    $0
    Other
    $78,192
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $246,788
    Bonus
    $81,500
    Other
    $1,764
    Deferred
    $47,675
    Nontaxable benefits
    $30,517
    Filer's total
    $408,244

  • J CHRIS PERRYMAN MD

    SENIOR VP CHIEF MEDICAL OFFICER

    Total calculated
    $634,960
    From this org
    $0
    From related orgs
    $600,722
    Other
    $34,238
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $321,770 related
    Bonus
    $0 + $183,790 related
    Other
    $0 + $95,162 related
    Deferred
    $0 + $31,986 related
    Nontaxable benefits
    $0 + $2,252 related
    Filer's total
    $0 + $634,961 related

  • JAMIE LUARK

    VP EDUCATION

    Total calculated
    $421,097
    From this org
    $342,849
    From related orgs
    $0
    Other
    $78,248
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $238,952
    Bonus
    $78,198
    Other
    $25,699
    Deferred
    $54,048
    Nontaxable benefits
    $24,200
    Filer's total
    $421,097

  • JAN MURRAY

    SENIOR VP, CHIEF LEGAL OFFICER

    Total calculated
    $1,150,874
    From this org
    $1,035,560
    From related orgs
    $0
    Other
    $115,314
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $685,351
    Bonus
    $222,439
    Other
    $127,770
    Deferred
    $102,464
    Nontaxable benefits
    $12,851
    Filer's total
    $1,150,875

  • JANE PECK

    VP CLINICAL SERVICE LINES

    Total calculated
    $628,466
    From this org
    $0
    From related orgs
    $563,954
    Other
    $64,512
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $397,900 related
    Bonus
    $0 + $123,880 related
    Other
    $0 + $42,174 related
    Deferred
    $0 + $61,473 related
    Nontaxable benefits
    $0 + $3,039 related
    Filer's total
    $0 + $628,467 related

  • JEREMY BECHTOLD

    VP FACILITIES & CONSTRUCTION

    Total calculated
    $521,029
    From this org
    $439,110
    From related orgs
    $0
    Other
    $81,919
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $317,369
    Bonus
    $94,987
    Other
    $26,753
    Deferred
    $54,250
    Nontaxable benefits
    $27,669
    Filer's total
    $521,029

  • JOHN WOOD

    VP CHIEF OPERATIONAL TRANSFORMATION - TERM ENDED 6/2022

    Total calculated
    $1,050,648
    From this org
    $1,028,139
    From related orgs
    $0
    Other
    $22,509
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $203,885
    Bonus
    $362,137
    Other
    $462,116
    Deferred
    $6,100
    Nontaxable benefits
    $16,409
    Filer's total
    $1,050,648

  • JULIE QUIRIN

    SENIOR VP HOSPITAL OPERATIONS

    Total calculated
    $1,798,291
    From this org
    $1,425,945
    From related orgs
    $0
    Other
    $372,346
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $868,802
    Bonus
    $419,509
    Other
    $137,634
    Deferred
    $349,020
    Nontaxable benefits
    $23,326
    Filer's total
    $1,798,291

  • KAREN KRAMER

    VP FINANCE

    Total calculated
    $489,240
    From this org
    $418,704
    From related orgs
    $0
    Other
    $70,536
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $295,639
    Bonus
    $95,573
    Other
    $27,492
    Deferred
    $51,490
    Nontaxable benefits
    $19,046
    Filer's total
    $489,239

  • LAEL HOLLOWAY

    VP INTERNAL AUDIT

    Total calculated
    $361,297
    From this org
    $287,299
    From related orgs
    $0
    Other
    $73,998
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $265,369
    Bonus
    $0
    Other
    $21,930
    Deferred
    $44,747
    Nontaxable benefits
    $29,251
    Filer's total
    $361,297

  • LINDSEY STRINGER

    VP TRANSFORMATION

    Total calculated
    $388,661
    From this org
    $336,950
    From related orgs
    $0
    Other
    $51,711
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $280,476
    Bonus
    $55,420
    Other
    $1,054
    Deferred
    $41,325
    Nontaxable benefits
    $10,386
    Filer's total
    $388,661

  • MAGGIE NEUSTADT

    VP RISK & CLAIMS MGMT

    Total calculated
    $416,056
    From this org
    $354,870
    From related orgs
    $0
    Other
    $61,186
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $252,222
    Bonus
    $79,932
    Other
    $22,716
    Deferred
    $46,210
    Nontaxable benefits
    $14,976
    Filer's total
    $416,056

  • MARGARET DONNELLY

    VP POST ACUTE CARE SERVICES

    Total calculated
    $523,150
    From this org
    $448,250
    From related orgs
    $0
    Other
    $74,900
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $311,602
    Bonus
    $101,060
    Other
    $35,588
    Deferred
    $50,516
    Nontaxable benefits
    $24,384
    Filer's total
    $523,150

  • MARSHA WEAVER

    VP, CHIEF POP HEALTH OFFICER

    Total calculated
    $504,201
    From this org
    $0
    From related orgs
    $467,613
    Other
    $36,588
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $410,045 related
    Bonus
    $0 + $55,851 related
    Other
    $0 + $1,717 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $18,288 related
    Filer's total
    $0 + $504,201 related

  • MICHAEL DARLING

    VP SUPPLY CHAIN

    Total calculated
    $510,630
    From this org
    $462,403
    From related orgs
    $0
    Other
    $48,227
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $315,767
    Bonus
    $100,734
    Other
    $45,901
    Deferred
    $13,725
    Nontaxable benefits
    $34,502
    Filer's total
    $510,630

  • MICHAEL MAIN MD

    SENIOR VP

    Total calculated
    $1,254,196
    From this org
    $0
    From related orgs
    $1,036,822
    Other
    $217,374
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $735,152 related
    Bonus
    $0 + $282,749 related
    Other
    $0 + $18,922 related
    Deferred
    $0 + $202,338 related
    Nontaxable benefits
    $0 + $15,036 related
    Filer's total
    $0 + $1,254,197 related

  • MICHELLE RENNOLDS

    VP-CAPACITY MGMT

    Total calculated
    $283,730
    From this org
    $224,171
    From related orgs
    $0
    Other
    $59,559
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $222,245
    Bonus
    $0
    Other
    $1,926
    Deferred
    $39,100
    Nontaxable benefits
    $20,459
    Filer's total
    $283,730

  • MIKHAIL KOSIBOROD MD

    VP RESEARCH

    Total calculated
    $914,918
    From this org
    $0
    From related orgs
    $869,753
    Other
    $45,165
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $867,461 related
    Bonus
    $0
    Other
    $0 + $2,292 related
    Deferred
    $0 + $16,775 related
    Nontaxable benefits
    $0 + $28,390 related
    Filer's total
    $0 + $914,919 related

  • PAIGE STRACK

    VP ETHICS & COMPLIANCE

    Total calculated
    $352,714
    From this org
    $295,952
    From related orgs
    $0
    Other
    $56,762
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $267,952
    Bonus
    $5,000
    Other
    $23,000
    Deferred
    $45,738
    Nontaxable benefits
    $11,024
    Filer's total
    $352,714

  • RANDAL MEYER

    VP MGD CARE CONTRACTING

    Total calculated
    $635,271
    From this org
    $539,876
    From related orgs
    $0
    Other
    $95,395
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $391,008
    Bonus
    $114,100
    Other
    $34,768
    Deferred
    $61,785
    Nontaxable benefits
    $33,610
    Filer's total
    $635,272

  • REBECCA SESLER

    CHIEF MARKETING OFFICER

    Total calculated
    $707,389
    From this org
    $561,886
    From related orgs
    $0
    Other
    $145,503
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $370,478
    Bonus
    $142,625
    Other
    $48,783
    Deferred
    $121,187
    Nontaxable benefits
    $24,316
    Filer's total
    $707,389

  • SHELBY FRIGON

    VP REVENUE CYCLE

    Total calculated
    $533,410
    From this org
    $446,176
    From related orgs
    $0
    Other
    $87,234
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $322,938
    Bonus
    $97,800
    Other
    $25,438
    Deferred
    $56,735
    Nontaxable benefits
    $30,499
    Filer's total
    $533,410

  • SUSIE KRUG

    CHIEF NURSING EXECUTIVE beg 10/2022

    Total calculated
    $454,740
    From this org
    $0
    From related orgs
    $355,040
    Other
    $99,700
    Hours/week
    50 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,457 related
    Bonus
    $0 + $62,555 related
    Other
    $0 + $24,028 related
    Deferred
    $0 + $66,564 related
    Nontaxable benefits
    $0 + $33,136 related
    Filer's total
    $0 + $454,740 related

  • TIMOTHY VAN ZANDT

    VP PUBLIC AFFAIRS

    Total calculated
    $497,443
    From this org
    $429,262
    From related orgs
    $0
    Other
    $68,181
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $302,298
    Bonus
    $95,489
    Other
    $31,474
    Deferred
    $53,663
    Nontaxable benefits
    $14,518
    Filer's total
    $497,443

  • COURTNEY STARNES

    ASSOC CHIEF INFORMATION OFFICER

    Total calculated
    $307,281
    From this org
    $283,620
    From related orgs
    $0
    Other
    $23,661
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,527
    Bonus
    $37,490
    Other
    $604
    Deferred
    $11,594
    Nontaxable benefits
    $12,067
    Filer's total
    $307,282

  • JAMIE ALLEN

    SENIOR COUNSEL

    Total calculated
    $451,665
    From this org
    $386,243
    From related orgs
    $0
    Other
    $65,422
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $287,681
    Bonus
    $70,445
    Other
    $28,117
    Deferred
    $50,861
    Nontaxable benefits
    $14,561
    Filer's total
    $451,666

  • JOSEPH OMALLEY

    ASSOC CHIEF INFORMATION OFFICER

    Total calculated
    $324,855
    From this org
    $282,315
    From related orgs
    $0
    Other
    $42,540
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,417
    Bonus
    $37,490
    Other
    $1,408
    Deferred
    $18,841
    Nontaxable benefits
    $23,700
    Filer's total
    $324,855

  • KRISTY GIBSON

    DIRECTOR-LAB SERVICES

    Total calculated
    $346,137
    From this org
    $326,611
    From related orgs
    $0
    Other
    $19,526
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $286,551
    Bonus
    $28,191
    Other
    $11,869
    Deferred
    $6,100
    Nontaxable benefits
    $13,426
    Filer's total
    $346,137

  • TAMMY LESLIE

    DIRECTOR-TOTAL REWARDS

    Total calculated
    $320,715
    From this org
    $283,315
    From related orgs
    $0
    Other
    $37,400
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $241,768
    Bonus
    $39,595
    Other
    $1,952
    Deferred
    $14,490
    Nontaxable benefits
    $22,911
    Filer's total
    $320,716

  • TAYLOR WARWICK

    FORMER VP AMBULATORY SERVICES TERM END 3/19

    Total calculated
    $496,119
    From this org
    $0
    From related orgs
    $423,360
    Other
    $72,759
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,924 related
    Bonus
    $0 + $97,800 related
    Other
    $0 + $25,635 related
    Deferred
    $0 + $52,330 related
    Nontaxable benefits
    $0 + $20,429 related
    Filer's total
    $0 + $496,119 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

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
THE ORGANIZATION CHARTERED A PLANE FOR TWO BUSINESS TRIPS DURING 2022 FOR 5 OFFICERS OF THE ORGANIZATION. THE BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION BECAUSE TRAVEL WAS EXCLUSIVELY FOR BUSINESS PURPOSES. CHARTER TRAVEL WAS USED AS THE MOST APPROPRIATE MEANS BASED ON THE TIMING AND LOCATION OF THE MEETING.
Schedule J, Part I, Line 4a Severance or change-of-control payment
SEVERANCE PAYMENT INCLUDED IN SCH J, PART II, B(III) OTHER REPORTABLE COMPENSATION: JOHN WOOD - $384,310
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
457(F) PARTICIPANT AND AMOUNT INCLUDED IN COLUMN C FOR THE PLAN: CHARLES ROBB: $0 JULIE QUIRIN: $65,625 MELINDA ESTES: $0 FOR THE VARIOUS 457(F) PLANS, A PARTICIPANT'S BENEFIT IS PAID AT VESTING. VESTING GENERALLY OCCURS AT RETIREMENT AGE AND MAY BE SUBJECT TO CERTAIN RESTRICTIVE COVENANTS.
Schedule J, Part I, Line 7 Non-fixed payments
THE ORGANIZATION HAS ADOPTED A MANAGEMENT INCENTIVE COMPENSATION PLAN FOR CERTAIN MEMBERS OF SENIOR AND MIDDLE MANAGEMENT TO PROMOTE EFFECTIVE MANAGEMENT OF OPERATIONS, QUALITY OF CARE AND SERVICE, AND OPTIMAL USE OF RESOURCES. THE INCENTIVES ARE CALCULATED AS A PERCENTAGE OF BASE SALARY CONTINGENT ON ACHIEVING QUALITY, PATIENT SATISFACTION, EMPLOYEE ENGAGEMENT, FINANCIAL AND OTHER OPERATIONAL PERFORMANCE TARGETS ESTABLISHED BY THE BOARD'S COMPENSATION COMMITTEE ON AN ANNUAL BASIS. INCENTIVE AWARDS ARE PAID AT THE DISCRETION OF THE BOARD OF DIRECTORS AND DO NOT ACCRUE TO THE BENEFIT OF THE INDIVIDUALS UNTIL AFTER FINANCIAL RESULTS HAVE BEEN DETERMINED FOR THE CALENDAR YEAR. THIS INCENTIVE COMPENSATION IS EVALUATED AS PART OF THE REVIEW OF MARKET COMPETITIVE DATA AND REASONABLENESS OF OVERALL COMPENSATION AND BENEFITS. SENIOR SYSTEM MANAGEMENT IS ALSO ELIGIBLE FOR INCENTIVE COMPENSATION FOR ACHIEVING LONG-TERM GOALS THAT PROMOTE EFFECTIVE MANAGEMENT OF OPERATIONS, QUALITY OF CARE AND SERVICE, AND OPTIMAL USE OF RESOURCES IN MEETING COMMUNITY NEEDS. THESE INCENTIVES ARE TIED TO 3 YEAR PERFORMANCE CYCLES AND ARE CALCULATED AS A PERCENTAGE OF BASE SALARY AT THE TIME OF PAYMENT. THE BOARD OF DIRECTORS OVERSEES THIS PLAN AND EVALUATES THE COMPENSATION FOR REASONABLENESS. THIS INCENTIVE COMPENSATION IS EVALUATED AS PART OF THE REVIEW OF MARKET COMPETITIVE DATA AND REASONABLENESS OF OVERALL COMPENSATION AND BENEFITS.
Schedule J, Part II RELATED ORG COMPENSATION
TAYLOR WARWICK RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. MARIE GRIFFIN AND RYAN MCNELLIS DID NOT RECEIVE COMPENSATION FOR DUTIES AS DIRECTORS OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. GINA LAWSON, J. CHRIS PERRYMAN, DAVID SAFLEY, MIKHAIL KOSIBOROD, JANE PECK, MICHAEL MAIN, SUSIE KRUG, MARSHA WEAVER, SANJAYA GUPTA, AND DAPHNE BASCOM RECEIVED COMPENSATION FROM A RELATED ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION AND THE RELATED ORGANIZATION.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

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.

  • SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP

    C Corporation · INSURANCE · SC · 100% owned · share of income $650,784 · share of assets $13,847,061 · controlled entity

    Directly controlled by SAINT LUKES HEALTH SYSTEM

  • ST LUKES HEALTH VENTURES INC

    C Corporation · ACCOUNTING · MO · controlled entity

    Directly controlled by NA

  • MEDICAL PLAZA MANAGEMENT INC

    C Corporation · MEDICAL OFFICE BUILDING MANAGEMENT · MO · controlled entity

    Directly controlled by NA

  • SAINT LUKES HEALTH SYSTEM INSURANCE LTD

    C Corporation · CAPTIVE · CJ · 100% owned · share of income $11,035,874 · share of assets $87,840,995 · controlled entity

    Directly controlled by SAINT LUKES HEALTH SYSTEM INC

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202313189349313761

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