Skip to content
Nonprofiteer
← SAINT ALPHONSUS HEALTH SYSTEM INC

Form 990 for tax year 2022

Filed by SAINT ALPHONSUS HEALTH SYSTEM INC.

Totals

Total revenue
$82,002,586
Total expenses
$82,695,541
Contributions and grants received
$118,316
Grants paid
$94,763
Program services expenses (Part IX)
$69,188,670
Management and general expenses
$13,506,871
Fundraising expenses
$0
Program service expenses (Part III)
$69,188,670

Program services were 83.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARCUS SHIPLEY

    DIR & TRINITY SVP & CIO THR 8/22

    Total calculated
    $2,601,933
    From this org
    $0
    From related orgs
    $1,526,876
    Other
    $1,075,057
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $581,923 related
    Bonus
    $0 + $400,928 related
    Other
    $0 + $544,025 related
    Deferred
    $0 + $1,049,749 related
    Nontaxable benefits
    $0 + $25,308 related
    Filer's total
    $0 + $2,601,933 related

  • ODETTE BOLANO

    DIRECTOR; PRES SAHS; CEO WEST REGION

    Total calculated
    $1,365,821
    From this org
    $0
    From related orgs
    $1,142,266
    Other
    $223,555
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $672,223 related
    Bonus
    $0 + $301,500 related
    Other
    $0 + $168,543 related
    Deferred
    $0 + $187,255 related
    Nontaxable benefits
    $0 + $36,300 related
    Filer's total
    $0 + $1,365,821 related

  • MARK LEPAGE MD

    DIR AT 8/22; TRINITY SVP MED GROUPS

    Total calculated
    $1,106,527
    From this org
    $0
    From related orgs
    $1,055,719
    Other
    $50,808
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $636,212 related
    Bonus
    $0 + $288,000 related
    Other
    $0 + $131,507 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $37,083 related
    Filer's total
    $0 + $1,106,527 related

  • STEVEN NEMERSON MD

    FORMER KEY EMPLOYEE

    Total calculated
    $825,603
    From this org
    $0
    From related orgs
    $578,424
    Other
    $247,179
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $196,176 related
    Bonus
    $0 + $106,713 related
    Other
    $0 + $275,535 related
    Deferred
    $0 + $212,336 related
    Nontaxable benefits
    $0 + $34,843 related
    Filer's total
    $0 + $825,603 related

  • STACY PEWE

    VP HR, WEST SERVICE AREA

    Total calculated
    $636,719
    From this org
    $0
    From related orgs
    $521,446
    Other
    $115,273
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $377,829 related
    Bonus
    $0 + $93,750 related
    Other
    $0 + $49,867 related
    Deferred
    $0 + $79,819 related
    Nontaxable benefits
    $0 + $35,454 related
    Filer's total
    $0 + $636,719 related

  • B LANNIE CHECKETTS

    TREASURER; CFO

    Total calculated
    $624,450
    From this org
    $0
    From related orgs
    $557,478
    Other
    $66,972
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,010 related
    Bonus
    $0 + $97,958 related
    Other
    $0 + $76,510 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $44,097 related
    Filer's total
    $0 + $624,450 related

  • STEPHANIE WESTERMEIER

    SECRETARY; VP & MANAGING COUNSEL

    Total calculated
    $608,325
    From this org
    $0
    From related orgs
    $493,999
    Other
    $114,326
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $345,166 related
    Bonus
    $0 + $87,808 related
    Other
    $0 + $61,025 related
    Deferred
    $0 + $78,962 related
    Nontaxable benefits
    $0 + $35,364 related
    Filer's total
    $0 + $608,325 related

  • MARK NASSIR MD

    PRESIDENT ST ALPHONSUS MED GROUPS

    Total calculated
    $556,797
    From this org
    $0
    From related orgs
    $476,417
    Other
    $80,380
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $362,725 related
    Bonus
    $0 + $90,344 related
    Other
    $0 + $23,348 related
    Deferred
    $0 + $71,613 related
    Nontaxable benefits
    $0 + $8,767 related
    Filer's total
    $0 + $556,797 related

  • PAM THOMAS

    VP MISSION SERVICES

    Total calculated
    $497,201
    From this org
    $0
    From related orgs
    $396,714
    Other
    $100,487
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,536 related
    Bonus
    $0 + $73,031 related
    Other
    $0 + $40,147 related
    Deferred
    $0 + $69,615 related
    Nontaxable benefits
    $0 + $30,872 related
    Filer's total
    $0 + $497,201 related

  • MICHAEL MALONE

    VP CHIEF HEALTH INFORMATICS OFFICER

    Total calculated
    $451,241
    From this org
    $0
    From related orgs
    $397,492
    Other
    $53,749
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $336,809 related
    Bonus
    $0 + $57,475 related
    Other
    $0 + $3,208 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $30,874 related
    Filer's total
    $0 + $451,241 related

  • TIFFANY WHITMORE SEIBERT

    VP STRATEGIC PLANNING & DEVELOPMENT

    Total calculated
    $404,421
    From this org
    $0
    From related orgs
    $317,937
    Other
    $86,484
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $221,331 related
    Bonus
    $0 + $58,750 related
    Other
    $0 + $37,856 related
    Deferred
    $0 + $55,127 related
    Nontaxable benefits
    $0 + $31,357 related
    Filer's total
    $0 + $404,421 related

  • PATRICE BURGESS MD

    CHIEF MEDICAL OFFICER AS OF 1/23

    Total calculated
    $397,764
    From this org
    $353,555
    From related orgs
    $0
    Other
    $44,209
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $327,872
    Bonus
    $24,441
    Other
    $1,242
    Deferred
    $18,300
    Nontaxable benefits
    $25,909
    Filer's total
    $397,764

  • LINDA PAYNE SMITH

    VP PATIENT CENTERED ACCESS

    Total calculated
    $351,876
    From this org
    $301,330
    From related orgs
    $0
    Other
    $50,546
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $246,834
    Bonus
    $51,318
    Other
    $3,178
    Deferred
    $17,958
    Nontaxable benefits
    $32,588
    Filer's total
    $351,876

  • JEAN BASOM

    FRMR KE; REG DIR SUPPLY CHN THR 8/22

    Total calculated
    $304,740
    From this org
    $0
    From related orgs
    $204,647
    Other
    $100,093
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $115,930 related
    Bonus
    $0 + $18,229 related
    Other
    $0 + $70,488 related
    Deferred
    $0 + $81,172 related
    Nontaxable benefits
    $0 + $18,921 related
    Filer's total
    $0 + $304,740 related

  • MICHAEL BALLANTYNE

    DIRECTOR; CHAIR AS OF 1/23

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • DANIEL PUGA

    DIRECTOR & CHAIR THROUGH 12/22

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • TONI NIELSEN

    DIRECTOR; VICE CHAIR AS OF 1/23

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • SUZANNE BRENNAN CSC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • MICHAEL COUGHLIN MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • VICKEN GARABEDIAN MD

    DIRECTOR THROUGH 12/22

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • GERALDINE HOYLER CSC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • BETH INECK

    DIRECTOR AS OF 1/23

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • KIRK JACOBSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • ROBERT LADENBURGER

    DIRECTOR AS OF 1/23

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • SUSAN MORRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • ANABEL ORTIZ-CHAVOLLA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • ADAM RICHINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • LAURA ALVAREZ SCHRAG

    DIRECTOR THROUGH 12/22

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • ANGELA TAYLOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • MARIE GUADALUPE WISSEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 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

  • 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
SAINT ALPHONSUS HEALTH SYSTEM IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. SAINT ALPHONSUS HEALTH SYSTEM'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF SAINT ALPHONSUS HEALTH SYSTEM'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2022. THESE AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JEAN BASOM - $62,400 STEVEN NEMERSON, MD - $259,701 MARCUS SHIPLEY - $304,985 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNTS, WHICH WERE UNPAID AS OF 12/31/22: JEAN BASOM - $70,813 (PAID IN 2023) STEVEN NEMERSON, MD - $207,761 (PAID IN 2023) MARCUS SHIPLEY - $1,045,174 ($890,968 PAID IN 2023 AND $154,206 TO BE PAID IN 2024) THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2022, AND THEIR NON-VESTED BENEFITS FOR 2022 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2022 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: ODETTE BOLANO - $141,786 B. LANNIE CHECKETTS - $60,838 MARK LEPAGE, MD - $114,292 MARK NASSIR, MD - $14,852 STEVEN NEMERSON, MD - $0 STACY PEWE - $41,196 TIFFANY WHITMORE SEIBERT - $31,186 MARCUS SHIPLEY - $224,035 PAM THOMAS - $31,993 STEPHANIE WESTERMEIER - $50,167 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2022 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: ODETTE BOLANO - $173,530 MARK NASSIR, MD - $57,888 STACY PEWE - $66,094 TIFFANY WHITMORE SEIBERT - $37,673 PAM THOMAS - $46,740 STEPHANIE WESTERMEIER - $56,087 THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($305,000 FOR 2022). MICHAEL MALONE - $542

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
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202411359349309686

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.