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Nonprofiteer
← ROPER SAINT FRANCIS PHYSICIANS NETWORK

Form 990 for tax year 2023

Filed by ROPER SAINT FRANCIS PHYSICIANS NETWORK.

Totals

Total revenue
$189,842,698
Total expenses
$296,708,138
Contributions and grants received
$1,680,956
Grants paid
$0
Program services expenses (Part IX)
$242,008,745
Management and general expenses
$54,699,393
Fundraising expenses
$0
Program service expenses (Part III)
$242,008,745

Program services were 81.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Brian Cuddy MD

    Chair, Neurosurgeon - RSFPP

    Total calculated
    $1,007,321
    From this org
    $919,598
    From related orgs
    $0
    Other
    $87,723
    Hours/week
    47 + 3 related

    Schedule J breakdown matched by us

    Base
    $913,844
    Bonus
    $0
    Other
    $5,754
    Deferred
    $37,920
    Nontaxable benefits
    $49,803
    Filer's total
    $1,007,321
  • Wael Haidar MD

    Vice Chair, BSMH Chief Clinical Officer

    Total calculated
    $2,330,731
    From this org
    $0
    From related orgs
    $1,850,444
    Other
    $480,287
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $823,831 related
    Bonus
    $0 + $287,539 related
    Other
    $0 + $739,074 related
    Deferred
    $0 + $466,024 related
    Nontaxable benefits
    $0 + $14,263 related
    Filer's total
    $0 + $2,330,731 related
  • Brian Yanofchick

    Board Member; Chief Sponsorship Officer - BSMH

    Total calculated
    $538,075
    From this org
    $0
    From related orgs
    $524,623
    Other
    $13,452
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,002 related
    Bonus
    $0 + $89,249 related
    Other
    $0 + $130,372 related
    Deferred
    $0 + $3,150 related
    Nontaxable benefits
    $0 + $10,302 related
    Filer's total
    $0 + $538,075 related
  • Charles Ford Rivers III

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related
  • Edward McKelvey

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3 related
  • John Spratt MD

    Board Member (Beg 08/23), Physician

    Total calculated
    $962,847
    From this org
    $872,629
    From related orgs
    $0
    Other
    $90,218
    Hours/week
    47 + 3 related

    Schedule J breakdown matched by us

    Base
    $811,037
    Bonus
    $59,100
    Other
    $2,492
    Deferred
    $39,897
    Nontaxable benefits
    $50,321
    Filer's total
    $962,847
  • Johnathan Donaldson MD

    Board Member (Beg 05/23; End 08/23), Physician

    Total calculated
    $449,952
    From this org
    $404,422
    From related orgs
    $0
    Other
    $45,530
    Hours/week
    47 + 3 related

    Schedule J breakdown matched by us

    Base
    $223,436
    Bonus
    $180,239
    Other
    $747
    Deferred
    $22,903
    Nontaxable benefits
    $22,627
    Filer's total
    $449,952
  • JOSEPH GAGE JR JD

    Board Member; BSMH Chief HR Officer

    Total calculated
    $1,578,112
    From this org
    $0
    From related orgs
    $1,331,323
    Other
    $246,789
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $612,665 related
    Bonus
    $0 + $208,634 related
    Other
    $0 + $510,024 related
    Deferred
    $0 + $211,784 related
    Nontaxable benefits
    $0 + $35,005 related
    Filer's total
    $0 + $1,578,112 related
  • Karen Wrighten

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3 related
  • Kay W Phillips PHD

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3 related
  • Rick McEvoy

    Board Member (End 05/23)

    Total calculated
    $0
    Hours/week
    0.5 + 3 related
  • Roberta Pinckney

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3 related
  • Scott Woodfield MD

    Board Member, Physician

    Total calculated
    $505,433
    From this org
    $456,519
    From related orgs
    $0
    Other
    $48,914
    Hours/week
    47 + 3 related

    Schedule J breakdown matched by us

    Base
    $404,370
    Bonus
    $0
    Other
    $52,149
    Deferred
    $28,123
    Nontaxable benefits
    $20,791
    Filer's total
    $505,433
  • Susan Datta MD

    Board Member, Internist - RSFPP

    Total calculated
    $424,746
    From this org
    $347,376
    From related orgs
    $0
    Other
    $77,370
    Hours/week
    47 + 3 related

    Schedule J breakdown matched by us

    Base
    $327,178
    Bonus
    $18,815
    Other
    $1,383
    Deferred
    $39,897
    Nontaxable benefits
    $37,473
    Filer's total
    $424,746
  • Adriana Day

    CFO/Treasurer RSFH (End 09/23)

    Total calculated
    $528,426
    From this org
    $0
    From related orgs
    $486,984
    Other
    $41,442
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $364,467 related
    Bonus
    $0 + $110,256 related
    Other
    $0 + $12,261 related
    Deferred
    $0 + $25,995 related
    Nontaxable benefits
    $0 + $15,447 related
    Filer's total
    $0 + $528,426 related
  • Brad Grosteffon

    Interim CFO/Treasurer (Beg 09/23)

    Total calculated
    $485,467
    From this org
    $0
    From related orgs
    $428,729
    Other
    $56,738
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,583 related
    Bonus
    $0 + $75,924 related
    Other
    $0 + $48,222 related
    Deferred
    $0 + $28,452 related
    Nontaxable benefits
    $0 + $28,286 related
    Filer's total
    $0 + $485,467 related
  • James A Bowron

    AVP CAO, RSFPP Operations

    Total calculated
    $353,849
    From this org
    $293,265
    From related orgs
    $0
    Other
    $60,584
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $259,720
    Bonus
    $32,162
    Other
    $1,383
    Deferred
    $15,499
    Nontaxable benefits
    $45,085
    Filer's total
    $353,849
  • Lauren Burns

    Secretary (Beg 01/23), Assoc General Counsel

    Total calculated
    $289,068
    From this org
    $0
    From related orgs
    $282,100
    Other
    $6,968
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,200 related
    Bonus
    $0 + $14,636 related
    Other
    $0 + $264 related
    Deferred
    $0 + $5,525 related
    Nontaxable benefits
    $0 + $1,443 related
    Filer's total
    $0 + $289,068 related
  • Robert Oliverio MD

    VP CMO Amb Care & Pop Health

    Total calculated
    $830,806
    From this org
    $693,556
    From related orgs
    $0
    Other
    $137,250
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $497,825
    Bonus
    $77,984
    Other
    $117,747
    Deferred
    $85,683
    Nontaxable benefits
    $51,567
    Filer's total
    $830,806
  • Julie Graudin

    AVP IPN - Ortho & Neuro (End 03/23)

    Total calculated
    $172,466
    From this org
    $140,716
    From related orgs
    $0
    Other
    $31,750
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $139,383
    Bonus
    $0
    Other
    $1,333
    Deferred
    $9,033
    Nontaxable benefits
    $22,717
    Filer's total
    $172,466
  • George Khoury MD

    Neurosurgeon

    Total calculated
    $1,427,068
    From this org
    $1,349,824
    From related orgs
    $0
    Other
    $77,244
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,338,576
    Bonus
    $0
    Other
    $11,248
    Deferred
    $39,897
    Nontaxable benefits
    $37,347
    Filer's total
    $1,427,068
  • John McCrosson MD

    Orthopedic Surgeon

    Total calculated
    $1,544,781
    From this org
    $1,476,564
    From related orgs
    $0
    Other
    $68,217
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,192,442
    Bonus
    $281,316
    Other
    $2,806
    Deferred
    $39,897
    Nontaxable benefits
    $28,320
    Filer's total
    $1,544,781
  • Joshua Lamb MD

    Orthopaedic Surgeon

    Total calculated
    $1,356,581
    From this org
    $1,314,898
    From related orgs
    $0
    Other
    $41,683
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $871,451
    Bonus
    $403,398
    Other
    $40,049
    Deferred
    $39,897
    Nontaxable benefits
    $1,786
    Filer's total
    $1,356,581
  • KIMBERLY CARNEY YOUNG MD

    Orthopaedic Surgeon

    Total calculated
    $1,456,916
    From this org
    $1,389,126
    From related orgs
    $0
    Other
    $67,790
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $739,834
    Bonus
    $641,019
    Other
    $8,273
    Deferred
    $39,897
    Nontaxable benefits
    $27,893
    Filer's total
    $1,456,916
  • Patrick Murray MD

    Orthopaedic Surgeon

    Total calculated
    $1,401,872
    From this org
    $1,313,775
    From related orgs
    $0
    Other
    $88,097
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $953,548
    Bonus
    $350,328
    Other
    $9,899
    Deferred
    $39,897
    Nontaxable benefits
    $48,200
    Filer's total
    $1,401,872
  • Christopher Glenn

    Former Interim CFO/Treasurer

    Total calculated
    $326,309
    From this org
    $0
    From related orgs
    $285,258
    Other
    $41,051
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $212,866 related
    Bonus
    $0 + $20,329 related
    Other
    $0 + $52,063 related
    Deferred
    $0 + $5,316 related
    Nontaxable benefits
    $0 + $35,735 related
    Filer's total
    $0 + $326,309 related
  • Michael Pazzo

    Former Secretary, RSFH Chief Legal Officer

    Total calculated
    $650,144
    From this org
    $0
    From related orgs
    $516,579
    Other
    $133,565
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $414,978 related
    Bonus
    $0 + $90,782 related
    Other
    $0 + $10,819 related
    Deferred
    $0 + $86,408 related
    Nontaxable benefits
    $0 + $47,157 related
    Filer's total
    $0 + $650,144 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

  • 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
A related organization of Roper St. Francis Physicians Network determined the compensation of the Organization's CEO using the following methods: 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). INDIVIDUALS THAT PARTICIPATED OR RECEIVED A DISTRIBUTION INCLUDE: Robert Oliverio, $112,847; Michael Pazzo, $0.
Schedule J, Part I, Line 4b Terms and conditions of the Bon Secours Mercy Health System SERP
The Bon Secours Mercy Health System SERP is a non-qualified deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. The plan provides for annual credits of a specified percentage of an eligible participants base salary paid in a plan year and interest credits. Plan participants vest in plan credits after completing a three year class vesting schedule or earlier for death or total disability or reaching age 60 while employed, or due to involuntary separation of employment other than for cause. Payments during employment are made for required tax withholding and reduce the participants account balance. Distribution of the vested account balance in a lump sum occurs after termination of employment. Amounts includible as taxable compensation for listed individuals due to SERP participation in the reporting year were as follows: Amounts includible as taxable compensation for listed individuals due to SERP participation in the reporting year were as follows: Brian Yanofchick, $34,000; Joseph Gage, Jr., JD, $128,457; Wael Haidar, MD, $181,821; Brad Grosteffon, $25,621; and Michael Pazzo, $0.
Schedule J, Part I, Line 4b Terms and conditions of the Mercy Health SERP
The Mercy Health SERP plan is a deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. It provides annual credits of a specified percentage of compensation and annual interest credits. Participants vest 50%, 75%, and 100% in their accounts after 5, 6, and 7 years of service, respectively. Vesting occurs earlier for death or total disability or reaching age 60 while employed, or involuntary termination of employment within 24 months after a change in control of the organization or due to position elimination. Payments during employment are made for required tax withholding. Payment of the vested account balance in a lump sum occurs after termination of employment. Amounts includable as taxable compensation for listed individuals due to SERP participation in the reporting year were as follows: Joseph Gage, Jr. $0.
Schedule J, Part I, Line 4b Terms and conditions of the Lorain SERP
THE LORAIN SUPPLEMENTAL EMPLOYEE RETIREMENT PLAN IS AN EXECUTIVE RETENTION PLAN FOR CERTAIN HIGHLY COMPENSATED INDIVIDUALS, AS DETERMINED BY THE BOARD OF TRUSTEES' EXECUTIVE EVALUATION AND COMPENSATION COMMITTEE. THE PLAN PURPOSE IS TO PROVIDE A BENEFIT TO REPLACE THE BENEFIT THESE PARTICIPANTS WOULD HAVE RECEIVED UNDER THE APPLICABLE QUALIFIED PLAN PRIOR TO ITS AMENDMENT TO COMPLY WITH THE OMNIBUS BUDGET RECONCILIATION ACT OF 1993. IT PROVIDES A DEFERRED COMPENSATION BENEFIT OF 3% TO 5% OF ANNUAL BASE SALARY. PARTICIPANTS VEST AND RECEIVE PLAN BENEFITS ONCE TWO CONDITIONS ARE SATISFIED: (1) MEET THE VESTING REQUIREMENTS OF THE APPLICABLE QUALIFIED PLAN, AND (2) COMPLETE A 24-MONTH POST-EMPLOYMENT NONCOMPETE REQUIREMENT. AMOUNT INCLUDIBLE AS TAXABLE COMPENSATION FOR LISTED PARTICIPATING INDIVIDUAL IN THE REPORTING YEAR IS AS FOLLOW: MICHAEL PAZZO, $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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
1 November 2024
IRS schema version
2023v5.1
Source object
202413069349300816

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