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Nonprofiteer
← ST JUDE CHILDRENS RESEARCH HOSPITAL INC

Form 990 for tax year 2024

Filed by ST JUDE CHILDRENS RESEARCH HOSPITAL INC.

Totals

Total revenue
$2,208,853,162
Total expenses
$1,897,571,834
Contributions and grants received
$2,040,469,420
Grants paid
$10,986,561
Program service revenue
$141,305,843
Investment income
$1,021,411
Other revenue
$26,056,488
Total assets, end of year
$12,933,669,993
Total liabilities, end of year
$372,026,530
Net assets or fund balances, end of year
$12,561,643,463
Program services expenses (Part IX)
$1,756,099,701
Management and general expenses
$141,472,133
Fundraising expenses
$0
Program service expenses (Part III)
$1,756,099,701

Program services were 92.5% 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.

  • 1d · Related organizations

    $1,878,044,650

  • 1e · Government grants (contributions)

    $143,735,802

  • 1f · All other contributions, gifts and grants

    $18,688,968

  • 2a · Program service revenue: PATIENT CARE

    total $141,305,843 · related or exempt $141,305,843

  • 3 · Investment income

    total $3,901,094 · excluded $3,901,094

  • 5 · Royalties

    total $14,672,942 · excluded $14,672,942

  • 7a · Gross sales of assets other than inventory

    securities $3,370,378 · other assets $215,522

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

    securities $1,552,105 · other assets $4,913,478

  • 7c · Gain or loss

    securities $1,818,273 · other assets -$4,697,956

  • 7d · Net gain or loss

    total -$2,879,683 · related or exempt -$4,529,978 · excluded $1,650,295

  • 11a · Other revenue: CHGME/CHCA

    total $5,781,032 · related or exempt $5,781,032

  • 11b · Other revenue: CAFETERIA/VENDING

    total $4,868,631 · excluded $4,868,631

  • 11c · Other revenue: GIFT SHOP

    total $237,973 · excluded $237,973

  • 11d · All other revenue

    total $495,910 · related or exempt $495,910

  • 11e · Other revenue, total

    $11,383,546

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,823,180 · program services $3,823,180

  • 3 · Grants to foreign organizations and individuals

    total $7,163,381 · program services $7,163,381

  • 5 · Compensation of officers, directors and key employees

    total $9,823,769 · program services $5,005,806 · management and general $4,817,963

  • 6 · Compensation of disqualified persons

    total $1,844,656 · program services $1,844,656

  • 7 · Other salaries and wages

    total $776,628,374 · program services $684,228,542 · management and general $92,399,832

  • 8 · Pension plan contributions

    total $48,960,720 · program services $45,977,662 · management and general $2,983,058

  • 9 · Other employee benefits

    total $150,040,270 · program services $139,951,298 · management and general $10,088,972

  • 10 · Payroll taxes

    total $54,697,788 · program services $50,987,770 · management and general $3,710,018

  • 11a · Fees: management

    total $46,013,722 · program services $41,812,480 · management and general $4,201,242

  • 11b · Fees: legal

    total $3,677,263 · program services $3,341,514 · management and general $335,749

  • 11c · Fees: accounting

    total $373,240 · program services $339,162 · management and general $34,078

  • 11d · Fees: lobbying

    total $136,626 · management and general $136,626

  • 11g · Fees: other

    total $211,040,725 · program services $173,759,426 · management and general $37,281,299

  • 12 · Advertising and promotion

    total $1,848,355 · program services $1,679,593 · management and general $168,762

  • 13 · Office expenses

    total $5,038,956 · program services $4,751,746 · management and general $287,210

  • 14 · Information technology

    total $117,019,421 · program services $106,335,067 · management and general $10,684,354

  • 16 · Occupancy

    total $50,138,073 · program services $41,157,241 · management and general $8,980,832

  • 17 · Travel

    total $29,124,171 · program services $26,585,933 · management and general $2,538,238

  • 19 · Conferences, conventions and meetings

    total $5,135,257 · program services $4,035,176 · management and general $1,100,081

  • 20 · Interest

    total $194,587 · program services $147,427 · management and general $47,160

  • 22 · Depreciation, depletion and amortization

    total $126,015,428 · program services $114,724,248 · management and general $11,291,180

  • 23 · Insurance

    total $3,348,496 · program services $2,559,352 · management and general $789,144

  • 24a · Other expenses: LABORATORY SUPPLIES

    total $91,496,703 · program services $89,818,011 · management and general $1,678,692

  • 24b · Other expenses: PHARMACEUTICAL SUPPLIES

    total $81,562,294 · program services $80,065,869 · management and general $1,496,425

  • 24c · Other expenses: TELEPHONE

    total $2,179,915 · program services $1,817,517 · management and general $362,398

  • 24d · Other expenses: ALLOCATION ADJUSTMENTS

    total $0 · program services $65,549,965 · management and general -$65,549,965

  • 24e · All other expenses

    total $70,246,464 · program services $58,637,679 · management and general $11,608,785

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,420,283 · end of year $7,211,669

  • 2 · Savings and temporary cash investments

    beginning of year $7,374,875 · end of year $10,600,974

  • 3 · Pledges and grants receivable

    beginning of year $50,967,811 · end of year $46,843,903

  • 4 · Accounts receivable

    beginning of year $32,331,999 · end of year $30,134,229

  • 8 · Inventories for sale or use

    beginning of year $17,213,755 · end of year $19,944,715

  • 9 · Prepaid expenses and deferred charges

    beginning of year $35,628,569 · end of year $37,933,536

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

    $3,289,317,331

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

    $1,448,595,299

  • 10c · Land, buildings and equipment, net

    beginning of year $1,490,670,782 · end of year $1,840,722,032

  • 11 · Investments: publicly traded securities

    beginning of year $3,666,296 · end of year $4,029,546

  • 12 · Investments: other securities

    beginning of year $25,000 · end of year $25,000

  • 15 · Other assets

    beginning of year $10,009,984,681 · end of year $10,936,224,389

  • 17 · Accounts payable and accrued expenses

    beginning of year $209,211,393 · end of year $239,877,215

  • 19 · Deferred revenue

    beginning of year $7,658,758 · end of year $8,207,369

  • 25 · Other liabilities

    beginning of year $111,207,002 · end of year $123,941,946

  • 27 · Net assets without donor restrictions

    beginning of year $9,944,661,557 · end of year $11,092,179,219

  • 28 · Net assets with donor restrictions

    beginning of year $1,378,545,341 · end of year $1,469,464,244

Mission and programs · 2024

Mission

THE MISSION OF ST. JUDE CHILDREN'S RESEARCH HOSPITAL IS TO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT. CONSISTENT WITH THE VISION OF OUR FOUNDER DANNY THOMAS, NO CHILD IS DENIED (CONTINUED ON SCHEDULE O) TREATMENT BASED ON RACE, RELIGION OR A FAMILY'S ABILITY TO PAY.

Activities or mission (Part I)

THE MISSION OF ST. JUDE CHILDREN'S RESEARCH HOSPITAL IS TO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT. CONSISTENT WITH THE VISION OF OUR FOUNDER DANNY THOMAS, NO CHILD IS DENIED TREATMENT BASED ON RACE, RELIGION OR A FAMILY'S ABILITY TO PAY.

  • RESEARCH: THE CURRENT BASIC SCIENCE AND CLINICAL RESEARCH AT THE HOSPITAL INCLUDES WORK IN GENE THERAPY, CHEMOTHERAPY, THE BIOCHEMISTRY OF NORMAL AND CANCEROUS CELLS, RADIATION TREATMENT, BLOOD DISEASES, RESISTANCE TO THERAPY, VIRUSES, NEUROLOGICAL DISEASES, HEREDITARY DISEASES, INFLUENZA, PEDIATRIC AIDS AND PHYSIOLOGICAL EFFECTS OF CATASTROPHIC ILLNESSES.

    Expenses $883,215,145 · Grants $178,680 · Revenue $3,020

  • PATIENT CARE: THE HOSPITAL PROVIDED 17,927 INPATIENT DAYS OF CARE DURING THE YEAR. OUR BONE MARROW TRANSPLANTATION PROGRAM ACCOUNTED FOR 3,805 OR 21% OF THOSE INPATIENT DAYS. PATIENTS MADE 74,651 CLINIC REGISTRATIONS DURING THE YEAR.

    Expenses $726,650,059 · Grants $3,636,000 · Revenue $143,039,289

  • EDUCATION AND TRAINING: AS PART OF ITS MISSION, THE INSTITUTION HAS DEVELOPED A GLOBAL INITIATIVE (ST. JUDE GLOBAL) TO IMPROVE THE SURVIVAL RATES OF CHILDREN WITH CANCER AND OTHER CATASTROPHIC DISEASES WORLDWIDE. ST. JUDE GLOBAL ACCOMPLISHES THIS BY SHARING KNOWLEDGE, TECHNOLOGY AND ORGANIZATIONAL SKILLS, HELPING TO IMPLEMENT NEW APPROACHES TO TREAT PEDIATRIC CANCER GLOBALLY, AND DEVELOPING REGIONAL NETWORKS COMMITTED TO ERADICATING CANCER IN CHILDREN. THIS MISSION WILL BE ACHIEVED BY FOCUSING ON THREE OVERRIDING GOALS: (1) TO TRAIN THE CLINICAL WORKFORCE THAT WILL BE REQUIRED TO MEET OUR MISSION, (2) TO DEVELOP AND STRENGTHEN HEALTH SYSTEMS AND PATIENT-CENTERED INITIATIVES THAT ENCOMPASS THE ENTIRE CONTINUUM OF CARE REQUIRED FOR CHILDREN WITH CANCER AND NON-MALIGNANT HEMATOLOGICAL (CONTINUED ON SCHEDULE O) DISEASES, AND (3) TO ADVANCE KNOWLEDGE IN GLOBAL PEDIATRIC ONCOLOGY AND HEMATOLOGY THROUGH RESEARCH TO SUSTAIN A CONTINUOUS IMPROVEMENT IN THE LEVEL AND QUALITY OF CARE DELIVERED AROUND THE GLOBE. THESE INITIATIVES ARE SPEARHEADED BY ST. JUDE EXPERTS WHO WORK CLOSELY WITH HEALTHCARE PROFESSIONALS AT OUR PARTNER SITES.THE GLOBAL INITIATIVE FOR CHILDHOOD CANCER, LAUNCHED IN 2018 BY ST. JUDE IN PARTNERSHIP WITH WHO AND GLOBAL COLLABORATORS, AIMS TO ADDRESS DISPARITIES IN CHILDHOOD CANCER OUTCOMESWHERE SURVIVAL IS BELOW 30% IN MANY LOW AND MIDDLE INCOME COUNTRIES COMPARED TO OVER 80% IN HIGH INCOME SETTINGS. THE INITIATIVE SEEKS TO RAISE GLOBAL SURVIVAL TO AT LEAST 60% BY 2030 BY STRENGTHENING COUNTRIES' ABILITY TO DELIVER QUALITY CANCER CARE AND ELEVATING CHILDHOOD CANCER AS A NATIONAL AND INTERNATIONAL HEALTH PRIORITY. STAKEHOLDERS ACROSS SECTORS ARE WORKING TOGETHER TO IMPROVE ACCESS, CAPACITY, AND COORDINATED ACTION FOR CHILDREN WITH CANCER WORLDWIDE.THE GLOBAL PLATFORM FOR ACCESS TO CHILDHOOD CANCER MEDICINES IS A MAJOR EFFORT LED BY ST. JUDE TO ENSURE LIFESAVING CANCER TREATMENTS ARE AVAILABLE, ACCESSIBLE, AFFORDABLE, AND HIGH QUALITY FOR CHILDREN WORLDWIDE. BACKED BY A $200 MILLION ST. JUDE INVESTMENT AND BUILT IN PARTNERSHIP WITH WHO, UNICEF, AND PAHO, THE INITIATIVE IS RESTRUCTURING THE FRAGMENTED PEDIATRIC CANCER MEDICINE MARKET TO HELP ACHIEVE GLOBAL SURVIVAL GOALS. PILOT DELIVERIES BEGAN IN 2025, WITH ADDITIONAL COUNTRIES NOW ONBOARDING AS THE PROGRAM SCALES TOWARD REACHING 120,000 CHILDREN WITHIN THE NEXT SEVEN YEARS.GRADUATE PROGRAMS AT BOTH THE MASTER'S AND DOCTORAL LEVELS ARE OFFERED THROUGH A WHOLLY OWNED SUBSIDIARY, ST. JUDE CHILDREN'S RESEARCH HOSPITAL GRADUATE SCHOOL OF BIOMEDICAL SCIENCES, LLC, TO EDUCATE THE NEXT GENERATION OF BIOMEDICAL RESEARCHERS TO PROBE THE MOLECULAR BASIS OF DISEASE, DEVELOP NOVEL THERAPIES AND TRAIN MEDICAL PROFESSIONALS TO ADVANCE GLOBAL HEALTH FOR CHILDREN WITH CATASTROPHIC DISEASES.

    Expenses $146,234,497 · Grants $7,171,881 · Revenue $10,498

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JAMES R DOWNING

    PRESIDENT/CEO

    Total calculated
    $1,713,883
    From this org
    $1,647,264
    From related orgs
    $0
    Other
    $66,619
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,581,245
    Bonus
    $50,250
    Other
    $15,769
    Deferred
    $37,950
    Nontaxable benefits
    $28,669
    Filer's total
    $1,713,883
  • RICHARD C SHADYAC JR

    EX-OFFICIO DIRECTOR (THRU 3/25)

    Total calculated
    $1,564,611
    From this org
    $0
    From related orgs
    $1,393,252
    Other
    $171,359
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,286,179 related
    Bonus
    $0
    Other
    $0 + $107,073 related
    Deferred
    $0 + $145,310 related
    Nontaxable benefits
    $0 + $26,049 related
    Filer's total
    $0 + $1,564,611 related
  • JOYCE A ABOUSSIE

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • STEVEN J ALLEN MD

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • JOSEPH S AYOUB JR ESQ

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • PAUL J AYOUB ESQ

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    8 + 4 related
  • FREDERICK M AZAR MD

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 8 related
  • KHALIL Z BARRAGE

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • MARTHA PERINE BEARD

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 8 related
  • TERRY L BURMAN

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • LISA R DILLER MD

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • JOSEPH E EID MD

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • JOHN D FARINA

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • FRED P GATTAS III PHARMD

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • GABRIEL G HADDAD MD

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • JUDY A HABIB

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    8 + 4 related
  • CHARLES C HAJJAR

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • FOUAD A HAJJAR MD

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • MICHAEL K HAMRA

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • FREDERICK R HARRIS JR MD

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    8 + 4 related
  • CARLA Z HASSAN

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • J DAVID KARAM II

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 8 related
  • SCOTT A KUPOR

    VOTING DIRECTOR (THRU 4/25)

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • KATHERINE N LAPP

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • SHARON L MCCOLLAM

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • SAMIA MELHEM

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • ROBERT T MOLINET ESQ

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • NEELA M MONTGOMERY

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • RAMZI N NUWAYHID

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • THOMAS J PENN III

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • CHRISTINA M RASHID

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • KATHRYNE G REEVES

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • CAMILLE F SARROUF JR ESQ

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • AARTI S SHAH

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • JOSEPH G SHAKER

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • GEORGE A SIMON II

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • MICHAEL C SIMON

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • TONY THOMAS

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • TAMA H ZAYDON

    VOTING DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • JOSEPH P TAYLOR

    EVP/SCIENTIFIC DIRECTOR

    Total calculated
    $1,558,314
    From this org
    $1,400,509
    From related orgs
    $0
    Other
    $157,805
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,029,352
    Bonus
    $250
    Other
    $370,907
    Deferred
    $135,489
    Nontaxable benefits
    $22,316
    Filer's total
    $1,558,314
  • CHARLES M ROBERTS

    EVP/DIRECTOR CANCER CENTER

    Total calculated
    $1,265,943
    From this org
    $1,133,977
    From related orgs
    $0
    Other
    $131,966
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,032,874
    Bonus
    $75,250
    Other
    $25,853
    Deferred
    $108,632
    Nontaxable benefits
    $23,334
    Filer's total
    $1,265,943
  • CARLOS RODRIGUEZ-GALINDO

    EVP/CHAIR

    Total calculated
    $1,167,265
    From this org
    $1,044,495
    From related orgs
    $0
    Other
    $122,770
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $963,618
    Bonus
    $75,250
    Other
    $5,627
    Deferred
    $96,762
    Nontaxable benefits
    $26,008
    Filer's total
    $1,167,265
  • ELLIS NEUFELD

    EVP/CLINICAL DIRECTOR

    Total calculated
    $1,130,282
    From this org
    $1,061,163
    From related orgs
    $0
    Other
    $69,119
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $975,786
    Bonus
    $75,250
    Other
    $10,127
    Deferred
    $37,950
    Nontaxable benefits
    $31,169
    Filer's total
    $1,130,282
  • ROBYN DIAZ

    EVP/CHIEF LEGAL OFFICER

    Total calculated
    $935,399
    From this org
    $792,603
    From related orgs
    $0
    Other
    $142,796
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $790,407
    Bonus
    $250
    Other
    $1,946
    Deferred
    $105,510
    Nontaxable benefits
    $37,286
    Filer's total
    $935,399
  • PATRICIA A KEEL

    EVP/CHIEF FINANCIAL OFFICER

    Total calculated
    $924,171
    From this org
    $860,796
    From related orgs
    $0
    Other
    $63,375
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $775,529
    Bonus
    $75,250
    Other
    $10,017
    Deferred
    $37,950
    Nontaxable benefits
    $25,425
    Filer's total
    $924,171
  • MARIA MEGDAL

    EVP/CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $271,060
    From this org
    $269,932
    From related orgs
    $0
    Other
    $1,128
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $29,932
    Bonus
    $240,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $1,128
    Filer's total
    $271,060
  • THOMAS E MERCHANT

    CHAIR

    Total calculated
    $1,222,235
    From this org
    $1,143,949
    From related orgs
    $0
    Other
    $78,286
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $996,721
    Bonus
    $250
    Other
    $146,978
    Deferred
    $37,950
    Nontaxable benefits
    $40,336
    Filer's total
    $1,222,235
  • ANDREW DAVIDOFF

    CHAIR

    Total calculated
    $1,125,672
    From this org
    $1,059,112
    From related orgs
    $0
    Other
    $66,560
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $967,899
    Bonus
    $250
    Other
    $90,963
    Deferred
    $37,950
    Nontaxable benefits
    $28,610
    Filer's total
    $1,125,672
  • MADAN MOHAN

    CHAIR

    Total calculated
    $1,073,341
    From this org
    $980,114
    From related orgs
    $0
    Other
    $93,227
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $878,772
    Bonus
    $100,250
    Other
    $1,092
    Deferred
    $70,811
    Nontaxable benefits
    $22,416
    Filer's total
    $1,073,341
  • DAVID ELLISON

    CHAIR

    Total calculated
    $991,535
    From this org
    $940,893
    From related orgs
    $0
    Other
    $50,642
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $930,688
    Bonus
    $250
    Other
    $9,955
    Deferred
    $37,950
    Nontaxable benefits
    $12,692
    Filer's total
    $991,535
  • MICHAEL DYER

    CHAIR

    Total calculated
    $967,442
    From this org
    $892,206
    From related orgs
    $0
    Other
    $75,236
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $691,898
    Bonus
    $110,250
    Other
    $90,058
    Deferred
    $37,950
    Nontaxable benefits
    $37,286
    Filer's total
    $967,442
  • JAMES I MORGAN

    FORMER OFFICER

    Total calculated
    $629,380
    From this org
    $559,972
    From related orgs
    $0
    Other
    $69,408
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $551,885
    Bonus
    $250
    Other
    $7,837
    Deferred
    $37,950
    Nontaxable benefits
    $31,458
    Filer's total
    $629,380

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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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
  • 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 1A:
TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: A PAYMENT WAS ISSUED FOR DEPENDENT TUITION FOR TWO OFFICERS AND TWO HIGHEST COMPENSATED EMPLOYEES. THE APPLICABLE EXPENSE WAS GROSSED-UP AND INCLUDED IN THE EMPLOYEE'S W-2 AS ADDITIONAL TAXABLE COMPENSATION.
PART I, LINE 4B:
THE ORGANIZATION ESTABLISHED A NON-QUALIFIED DEFERRED COMPENSATION PLAN PURSUANT TO CODE SECTION 457(F) OF THE INTERNAL REVENUE CODE. THE PLAN AMOUNTS ARE SUBJECT TO SUBSTANTIAL FUTURE SERVICE REQUIREMENTS TO THE ORGANIZATION AND ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. NONQUALIFIED PLAN DISTRIBUTIONS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSON IN PART VII: RICHARD C. SHADYAC, JR. $42,005
SCHEDULE J, PART II:
RICHARD C. SHADYAC, JR. SERVED AS AN EX-OFFICIO VOTING DIRECTOR OF THE BOARD OF ST. JUDE. MR. SHADYAC WAS EMPLOYED AS AN OFFICER OF ALSAC, A RELATED ORGANIZATION TO ST. JUDE. THE COMPENSATION SHOWN IN COLUMNS (B), (C), (D) AND (E) WAS PAID TO MR. SHADYAC BY ALSAC FOR HIS DUTIES AS CEO OF ALSAC.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2024
Filed
13 May 2026
IRS schema version
2024v5.5
Source object
202601339349308855

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