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← ST VINCENT HEALTH WELLNESS AND PREVENTIVE CARE INSTITUTE INC

Form 990 for tax year 2023

Filed by ST VINCENT HEALTH WELLNESS AND PREVENTIVE CARE INSTITUTE INC.

Totals

Total revenue
$27,545,942
Total expenses
$28,657,836
Contributions and grants received
$521,968
Grants paid
$0
Program service revenue
$27,009,421
Investment income
-$2,142
Other revenue
$16,695
Total assets, end of year
$21,721,413
Total liabilities, end of year
$10,646,807
Net assets or fund balances, end of year
$11,074,606
Program services expenses (Part IX)
$21,718,255
Management and general expenses
$6,939,581
Fundraising expenses
$0
Program service expenses (Part III)
$21,718,255

Program services were 75.8% 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.

  • 1e · Government grants (contributions)

    $141,469

  • 1f · All other contributions, gifts and grants

    $380,499

  • 2a · Program service revenue: Clinic Revenue

    total $18,282,389 · related or exempt $18,282,389

  • 2b · Program service revenue: Occupational Health Services

    total $7,124,307 · related or exempt $7,124,307

  • 2c · Program service revenue: Contracted Services Revenue

    total $1,527,284 · related or exempt $1,527,284

  • 2d · Program service revenue: Net Patient Service Revenue

    total $75,441 · related or exempt $75,441

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

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

    other assets $2,142

  • 7c · Gain or loss

    securities $0 · other assets -$2,142

  • 7d · Net gain or loss

    total -$2,142 · excluded -$2,142

  • 11a · Other revenue: Research Revenues

    total $16,249 · excluded $16,249

  • 11d · All other revenue

    total $446 · related or exempt $0 · unrelated business $0 · excluded $446

  • 11e · Other revenue, total

    $16,695

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $15,697,558 · program services $12,834,205 · management and general $2,863,353

  • 8 · Pension plan contributions

    total $577,711 · program services $472,332 · management and general $105,379

  • 9 · Other employee benefits

    total $2,095,970 · program services $1,713,649 · management and general $382,321

  • 10 · Payroll taxes

    total $1,066,980 · program services $872,355 · management and general $194,625

  • 11a · Fees: management

    total $8,620 · program services $8,620

  • 11g · Fees: other

    total $193,773 · program services $148,440 · management and general $45,333 · fundraising $0

  • 12 · Advertising and promotion

    total $94,556 · program services $85,126 · management and general $9,430

  • 13 · Office expenses

    total $109,980 · program services $79,559 · management and general $30,421

  • 14 · Information technology

    total $113,991 · program services $109,313 · management and general $4,678

  • 16 · Occupancy

    total $1,070,982 · program services $875,627 · management and general $195,355

  • 17 · Travel

    total $260,769 · program services $218,776 · management and general $41,993

  • 19 · Conferences, conventions and meetings

    total $32,677 · program services $28,595 · management and general $4,082

  • 22 · Depreciation, depletion and amortization

    total $245,078 · program services $200,374 · management and general $44,704

  • 24a · Other expenses: Management Fee to Affiliate

    total $2,876,181 · management and general $2,876,181

  • 24b · Other expenses: Medical Supplies

    total $2,466,165 · program services $2,380,445 · management and general $85,720

  • 24c · Other expenses: Purchased Services

    total $1,506,558 · program services $1,488,383 · management and general $18,175

  • 24d · Other expenses: Maintenance & Repairs

    total $50,684 · program services $31,259 · management and general $19,425

  • 24e · All other expenses

    total $189,603 · program services $171,197 · management and general $18,406 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $31,986 · end of year $5,100

  • 4 · Accounts receivable

    beginning of year $1,408 · end of year $1,016

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $829

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

    $2,205,975

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

    $1,531,886

  • 10c · Land, buildings and equipment, net

    beginning of year $850,479 · end of year $674,089

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $7,014,863 · end of year $7,016,661

  • 15 · Other assets

    beginning of year $11,051,519 · end of year $14,023,718

  • 17 · Accounts payable and accrued expenses

    beginning of year $798,652 · end of year $823,889

  • 19 · Deferred revenue

    beginning of year $42,901 · end of year $1,352

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $7,933,504 · end of year $9,821,566

  • 27 · Net assets without donor restrictions

    beginning of year $10,175,198 · end of year $11,074,606

Mission and programs · 2023

Mission

ROOTED IN THE LOVING MINISTRY OF JESUS AS HEALER, WE COMMIT OURSELVES TO SERVING ALL PERSONS WITH SPECIAL ATTENTION TO THOSE WHO ARE POOR AND VULNERABLE. OUR CATHOLIC HEALTH MINISTRY IS DEDICATED TO SPIRITUALLY-CENTERED, HOLISTIC CARE WHICH SUSTAINS AND IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES. WE ARE ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND OUR WORDS.

Activities or mission (Part I)

To improve the health and well-being of all people in the communities we serve.

  • THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO THOSE WHO NEED IT THE MOST. ST. VINCENT HEALTH, WELLNESS AND PREVENTIVE CARE INSTITUTE, INC. IS AN ORGANIZATION THAT INTEGRATES PREVENTION, EARLY DETECTION, CHRONIC DISEASE MANAGEMENT, EMPLOYER BASED CLINIC MODELS, AND WELLNESS LIFESTYLE COACHING FOR BUSINESSES, INDIVIDUALS AND ORGANIZATIONS WITHOUT REGARD TO PATIENT RACE, CREED, NATIONAL ORIGIN, ECONOMIC STATUS, OR ABILITY TO PAY. DURING FISCAL YEAR 2024, ST. VINCENT HEALTH, WELLNESS AND PREVENTIVE CARE INSTITUTE, INC. PROVIDED 85,259 OUTPATIENT VISITS.

    Expenses $21,718,255 · Revenue $27,009,421

As filed on the 2023 return.

Listed in Part VII

  • KEVIN SPEER JD

    EX-OFFICIO/PRESIDENT

    Total calculated
    $1,066,268
    From this org
    $0
    From related orgs
    $1,017,514
    Other
    $48,754
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $635,388 related
    Bonus
    $0 + $327,112 related
    Other
    $0 + $55,014 related
    Deferred
    $0 + $18,051 related
    Nontaxable benefits
    $0 + $30,703 related
    Filer's total
    $0 + $1,066,268 related

  • PARVEEN CHAND

    DIRECTOR (START 11/2023)

    Total calculated
    $770,299
    From this org
    $0
    From related orgs
    $719,097
    Other
    $51,202
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $485,151 related
    Bonus
    $0 + $171,500 related
    Other
    $0 + $62,446 related
    Deferred
    $0 + $15,572 related
    Nontaxable benefits
    $0 + $35,630 related
    Filer's total
    $0 + $770,299 related

  • BRIAN MORRIS

    VP, FINANCE (START 1/2024)

    Total calculated
    $527,987
    From this org
    $0
    From related orgs
    $485,312
    Other
    $42,675
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,223 related
    Bonus
    $0 + $112,504 related
    Other
    $0 + $9,585 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $22,875 related
    Filer's total
    $0 + $527,987 related

  • SHALIN SHAH

    CFO, MINISTRY MARKET (END 1/2024)

    Total calculated
    $885,362
    From this org
    $0
    From related orgs
    $858,951
    Other
    $26,411
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $499,000 related
    Bonus
    $0 + $287,055 related
    Other
    $0 + $72,896 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $9,911 related
    Filer's total
    $0 + $885,362 related

  • CHUN-I JOHN LIN MD

    PHYSICIAN

    Total calculated
    $346,316
    From this org
    $315,893
    From related orgs
    $0
    Other
    $30,423
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $294,720
    Bonus
    $0
    Other
    $21,173
    Deferred
    $15,100
    Nontaxable benefits
    $15,323
    Filer's total
    $346,316

  • JAMES REEDIE PATE MD

    PHYSICIAN

    Total calculated
    $337,594
    From this org
    $325,013
    From related orgs
    $0
    Other
    $12,581
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $273,068
    Bonus
    $41,880
    Other
    $10,065
    Deferred
    $7,897
    Nontaxable benefits
    $4,684
    Filer's total
    $337,594

  • MICHAEL DOUGLAS CAUDY MD

    PHYSICIAN

    Total calculated
    $263,444
    From this org
    $239,642
    From related orgs
    $0
    Other
    $23,802
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $234,878
    Bonus
    $0
    Other
    $4,764
    Deferred
    $11,169
    Nontaxable benefits
    $12,633
    Filer's total
    $263,444

  • MICHAEL FRANK BUSK MD

    VP, CLINICAL SERVICE LINE

    Total calculated
    $301,718
    From this org
    $265,383
    From related orgs
    $0
    Other
    $36,335
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $157,509
    Bonus
    $90,489
    Other
    $17,385
    Deferred
    $12,760
    Nontaxable benefits
    $23,575
    Filer's total
    $301,718

  • STEVEN MOFFATT

    VP, CLINICAL SERVICE LINE

    Total calculated
    $361,144
    From this org
    $319,778
    From related orgs
    $0
    Other
    $41,366
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $308,965
    Bonus
    $500
    Other
    $10,313
    Deferred
    $17,657
    Nontaxable benefits
    $23,709
    Filer's total
    $361,144

  • JONATHAN SAMUEL NALLI FACHE

    FORMER BOARD OFFICER (END 4/2023)

    Total calculated
    $2,344,273
    From this org
    $0
    From related orgs
    $2,316,020
    Other
    $28,253
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $361,226 related
    Bonus
    $0 + $1,236,132 related
    Other
    $0 + $718,662 related
    Deferred
    $0 + $8,451 related
    Nontaxable benefits
    $0 + $19,802 related
    Filer's total
    $0 + $2,344,273 related

  • TERRENCE G METZGER

    FORMER OFFICER (END 3/2021)

    Total calculated
    $249,455
    From this org
    $0
    From related orgs
    $224,054
    Other
    $25,401
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,835 related
    Bonus
    $0
    Other
    $0 + $35,219 related
    Deferred
    $0 + $10,389 related
    Nontaxable benefits
    $0 + $15,012 related
    Filer's total
    $0 + $249,455 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

  • 4b · Supplemental nonqualified retirement plan

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
  • 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
A RELATED ORGANIZATION OF THE FILING ORGANIZATION, USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
ELIGIBLE EXECUTIVES PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NO INDIVIDUALS RECEIVED CURRENT YEAR DISTRIBUTIONS.

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

No itemized grants to organizations 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
9 May 2025
IRS schema version
2023v6.0
Source object
202541299349303234

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