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Nonprofiteer
← ST JOSEPH MEDICAL CENTER FOUNDATION

Form 990 for tax year 2022

Filed by ST JOSEPH MEDICAL CENTER FOUNDATION.

Totals

Total revenue
$329,889
Total expenses
$2,430,511
Contributions and grants received
$298,491
Grants paid
$2,408,233
Program service revenue
$0
Investment income
$31,398
Other revenue
$0
Total assets, end of year
$17,939,017
Total liabilities, end of year
$529,857
Net assets or fund balances, end of year
$17,409,160
Program services expenses (Part IX)
$2,408,233
Management and general expenses
$19,782
Fundraising expenses
$2,496
Program service expenses (Part III)
$2,408,233

Program services were 99.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOSEPH FRANK

    PRESIDENT

    Total calculated
    $604,577
    From this org
    $0
    From related orgs
    $526,256
    Other
    $78,321
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $458,658 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $17,598 related
    Deferred
    $0 + $69,316 related
    Nontaxable benefits
    $0 + $9,005 related
    Filer's total
    $0 + $604,577 related

  • SHEILAH A BORNE

    BOARD MEMBER (PSU EMP)

    Total calculated
    $384,981
    From this org
    $0
    From related orgs
    $275,991
    Other
    $108,990
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,991 related
    Bonus
    $0 + $40,000 related
    Other
    $0
    Deferred
    $0 + $91,590 related
    Nontaxable benefits
    $0 + $17,400 related
    Filer's total
    $0 + $384,981 related

  • JIM BENNETT

    VP & COO SJRHN

    Total calculated
    $311,614
    From this org
    $0
    From related orgs
    $274,172
    Other
    $37,442
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,088 related
    Bonus
    $0 + $35,385 related
    Other
    $0 + $2,699 related
    Deferred
    $0 + $35,514 related
    Nontaxable benefits
    $0 + $1,928 related
    Filer's total
    $0 + $311,614 related

  • GRETCHEN NASO

    BOARD MEMBER/CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT R BURKY

    BOARD MEMBER/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KIM HIPPERT-EVERSGERD

    BOARD MEMBER/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • KAREN ARNOLD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GLENN S CORBIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GINA DELILLO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SUSAN DENARO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRENTON HAUPT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK C KUNKLE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HELEN NAJARIAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RANDY RAIFSNIDER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TIMOTHY ROMIG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • EDWARD CHABALOWSKI

    CFO/TREASURER

    Total calculated
    $364,695
    From this org
    $0
    From related orgs
    $313,487
    Other
    $51,208
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,853 related
    Bonus
    $0 + $19,712 related
    Other
    $0 + $5,922 related
    Deferred
    $0 + $33,897 related
    Nontaxable benefits
    $0 + $17,311 related
    Filer's total
    $0 + $364,695 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)

PART I, LINE 3
ARRANGEMENT USED TO ESTABLISH THE CEO'S COMPENSATION: COMPENSATION FOR THE CEO (PRESIDENT) THAT WAS ESTABLISHED AND PAID BY PENN STATE HEALTH USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4B
DURING THE CALENDAR YEAR ENDING WITHIN THIS FISCAL YEAR ENDED JUNE 30, 2023, A DIRECTOR AND AN OFFICER PARTICIPATED IN A RELATED ORGANIZATION'S SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE BELOW LISTED INDIVIDUAL'S CONTRIBUTIONS HAVE NOT YET VESTED; UNVESTED CONTRIBUTIONS ARE REPORTED ON SCHEDULE J, PART II, COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION. - JOSEPH FRANK $30,916 - JIM BENNETT $0* *THIS INDIVIDUAL PARTICIPATED IN THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE FISCAL YEAR, HOWEVER HE WAS INELIGIBLE TO RECEIVE A 2022 CONTRIBUTION.
PART I, LINE 7
BONUSES, PAID BY A RELATED ORGANIZATION THAT EMPLOYS THE INDIVIDUALS, ARE BASED ON A NUMBER OF VARIABLES INCLUDING BUT NOT LIMITED TO INDIVIDUAL GOAL ACHIEVEMENTS AS WELL AS ORGANIZATION OPERATION ACHIEVEMENTS. THE FINAL DETERMINATION OF THE BONUS AMOUNT IS DETERMINED AND APPROVED BY THE APPLICABLE BOARD AS PART OF THE OVERALL COMPENSATION REVIEW OF THE OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED.

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.

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
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202421319349305272

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