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Nonprofiteer
← HOSPITAL SISTERS MISSION OUTREACH CORPORATION

Form 990 for tax year 2023

Filed by HOSPITAL SISTERS MISSION OUTREACH CORPORATION.

Totals

Total revenue
$4,046,153
Total expenses
$7,119,338
Contributions and grants received
$3,577,327
Grants paid
$4,976,836
Program services expenses (Part IX)
$6,878,674
Management and general expenses
$137,769
Fundraising expenses
$102,895
Program service expenses (Part III)
$6,878,674

Program services were 96.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Rachelle Barina

    President

    Total calculated
    $439,970
    From this org
    $183,648
    From related orgs
    $183,648
    Other
    $72,674
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $152,546 + $152,546 related
    Bonus
    $30,692 + $30,692 related
    Other
    $410 + $410 related
    Deferred
    $30,293 + $30,293 related
    Nontaxable benefits
    $6,044 + $6,044 related
    Filer's total
    $219,985 + $219,985 related

  • REV JAMES DEITERS

    Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANN M CARR

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BHARATI JHAVERI MD

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CATHERINE TAYLOR YANK

    Board Member (Until 7/25/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ERICA SMITH

    Board Member / HSMO Executive Director-Operations

    Total calculated
    $138,834
    From this org
    $119,899
    From related orgs
    $0
    Other
    $18,935
    Hours/week
    59 + 1 related

  • GEOFF NIELSON

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JERRY WORRICK

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Linda Dace

    Board Member / HSHS Chief Accounting Officer

    Total calculated
    $533,657
    From this org
    $0
    From related orgs
    $458,426
    Other
    $75,231
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $399,588 related
    Bonus
    $0 + $54,243 related
    Other
    $0 + $4,595 related
    Deferred
    $0 + $53,288 related
    Nontaxable benefits
    $0 + $21,943 related
    Filer's total
    $0 + $533,657 related

  • PAM MCCLELLAND

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • STEVEN A HASSEBROCK

    Board Member (Until 10/31/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • VICKI SANDRA MEGGINSON PhD

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • AMY BULPITT

    Secretary / HSHS SVP-Chief Legal Officer

    Total calculated
    $869,496
    From this org
    $0
    From related orgs
    $784,631
    Other
    $84,865
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $581,631 related
    Bonus
    $0 + $120,690 related
    Other
    $0 + $82,310 related
    Deferred
    $0 + $83,807 related
    Nontaxable benefits
    $0 + $1,058 related
    Filer's total
    $0 + $869,496 related

  • Kimberly Hodgkinson

    CFO/Foundation Treasurer (UNTIL 9/7/23)

    Total calculated
    $867,623
    From this org
    $0
    From related orgs
    $841,183
    Other
    $26,440
    Hours/week
    0.3 + 59.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $501,978 related
    Bonus
    $0 + $140,847 related
    Other
    $0 + $198,358 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $19,840 related
    Filer's total
    $0 + $867,623 related

  • Michael Scialdone

    Treasurer / HSHS SVP & CFO (began 01/08/24)

    Total calculated
    $0
    Hours/week
    0.3 + 59.7 related

  • TODD Smart

    Treasurer (UNTIL 5/3/24)

    Total calculated
    $382,133
    From this org
    $0
    From related orgs
    $315,606
    Other
    $66,527
    Hours/week
    0.3 + 59.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,819 related
    Bonus
    $0 + $37,512 related
    Other
    $0 + $2,275 related
    Deferred
    $0 + $46,882 related
    Nontaxable benefits
    $0 + $19,645 related
    Filer's total
    $0 + $382,133 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 — 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
  • 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
PLEASE SEE RESPONSE TO FORM 990, PART VI, LINE 15A IN SCHEDULE O.
Schedule J, Part I, Line 4a Severance or change-of-control payment
ORGANIZATION: HOSPITAL SISTERS HEALTH SYSTEM EIN: 37-1058692 INTERESTED PERSON: KIMBERLY HODGKINSON AMOUNT: $192,500 TERMS: COMPENSATION PAID AS A RESULT OF A SEVERANCE FROM THE POSITION OF CFO/FOUNDATION TREASURER.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
HSHS EXECUTIVES ELIGIBLE TO PARTICIPATE IN SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) ARE DEFINED IN THE SERP PLAN DOCUMENTS. THE SERP WAS ESTABLISHED TO PROVIDE ADDITIONAL RETIREMENT BENEFITS TO ENSURE REASONABLE MARKET COMPETITIVE BENEFITS IN ACCORDANCE WITH THE HSHS EXECUTIVE COMPENSATION PHILOSOPHY ESTABLISHED BY THE HSHS COMPENSATION COMMITTEE. THE PLAN PROVIDES A DEFINED RETIREMENT CONTRIBUTION TO PARTICIPANTS COMMENCING ON JANUARY 1, 2008, EQUAL TO A PERCENTAGE OF COMPENSATION AS DEFINED IN THE SERP PLAN DOCUENTS FOR THE PLAN YEAR. PARTICIPANTS CONSTRUCTIVELY RECEIVE A DISTRIBUTION FROM THE PLAN NO LATER THAN MARCH 15TH OF THE CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH AN AMOUNT IS VESTED AND TAXABLE PURSUANT TO A VESTING SCHEDULE AS SPECIFIED IN THE PLAN DOCUMENT. THE ACTUAL DISTRIBUTION OF THE VESTED BENEFIT UNDER THE PLAN IS PAID IN A SINGLE LUMP SUM TO THE PARTICIPANT OR THE PARTICIPANT'S BENEFICIARY UPON THE EARLIER OF THE PARTICIPANT'S TERMINATION OF EMPLOYMENT, DEATH, OR TOTAL AND PERMANENT DISABILITY. THE FOLLOWING INTERESTED PERSONS CONSTRUCTIVELY RECEIVED DEFERRALS TO THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023; THESE DEFERRALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). AMY BULPITT -- $83,807 LINDA DACE -- $36,788 TODD SMART -- $25,441 RACHELLE BARINA -- $44,086 THE FOLLOWING INTERESTED PERSONS RECEIVED DISTRIBUTIONS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023; THESE PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AND SCHEDULE J, PART II, COLUMN (F), AS APPLICABLE. AMY BULPITT -- $49,802

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.

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202531269349302323

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