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Nonprofiteer
← HOSPITAL SISTERS SERVICES INC

Form 990 for tax year 2023

Filed by HOSPITAL SISTERS SERVICES INC.

Totals

Total revenue
$11,955,091
Total expenses
$8,998,327
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$11,600,950
Investment income
$227,406
Other revenue
$126,735
Total assets, end of year
$36,403,397
Total liabilities, end of year
$3,675,516
Net assets or fund balances, end of year
$32,727,881
Program services expenses (Part IX)
$8,998,327
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$8,998,327

Program services were 100.0% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Physician and Clinic Revenue

    total $11,600,950 · related or exempt $11,600,950 · unrelated business $0 · excluded $0

  • 2b · Program service revenue

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

  • 2c · Program service revenue

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

  • 2d · Program service revenue

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

  • 2e · Program service revenue

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

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $104,813 · related or exempt $0 · unrelated business $0 · excluded $104,813

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $122,593 · other assets $0

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $122,593 · other assets $0

  • 7d · Net gain or loss

    total $122,593 · related or exempt $0 · unrelated business $0 · excluded $122,593

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 11a · Other revenue: Guaranty Fees

    total $126,735 · related or exempt $126,735

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $126,735

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $231,918 · program services $231,918 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $369 · program services $369

  • 14 · Information technology

    total $975,650 · program services $975,650

  • 16 · Occupancy

    total $1,711 · program services $1,711

  • 17 · Travel

    total $981 · program services $981

  • 19 · Conferences, conventions and meetings

    total $10,549 · program services $10,549

  • 22 · Depreciation, depletion and amortization

    total $0 · program services $0

  • 23 · Insurance

    total $125,383 · program services $125,383

  • 24a · Other expenses: PHYSICIAN & CLINIC DISTRIBUTIONS

    total $5,256,579 · program services $5,256,579

  • 24b · Other expenses: Shared Services Fee

    total $2,395,000 · program services $2,395,000

  • 24c · Other expenses: SOFTWARE SUBSCRIPTIONS

  • 24e · All other expenses

    total $187 · program services $187 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $16,132,102 · end of year $18,598,018

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $3,628,559 · end of year $2,750,198

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $0

  • 8 · Inventories for sale or use

    beginning of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,732

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

    $8,894,347

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

    $8,894,347

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $7,492,487 · end of year $8,026,086

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $7,029,095 · end of year $7,029,095

  • 14 · Intangible assets

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,149,640 · end of year $3,175,516

  • 18 · Grants payable

    beginning of year $0

  • 19 · Deferred revenue

    beginning of year $500,000 · end of year $500,000

  • 20 · Tax-exempt bond liabilities

    beginning of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $29,647,335 · end of year $32,727,881

  • 28 · Net assets with donor restrictions

    beginning of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0

Mission and programs · 2023

Mission

TO REVEAL AND EMBODY CHRIST'S HEALING LOVE FOR ALL PEOPLE THROUGH A HEALTH CARE MINISTRY BY PROMOTING AND SUPPORTING, DIRECTLY OR INDIRECTLY, BY DONATION, LOAN, OR OTHERWISE, THE INTERESTS AND PURPOSES OF THE HOSPITAL SISTERS OF THE 3RD ORDER OF ST. FRANCIS.

Activities or mission (Part I)

TO PROMOTE AND SUPPORT, DIRECTLY OR INDIRECTLY, BY DONATION, LOAN, OR OTHERWISE, THE INTERESTS AND PURPOSES OF THE HOSPITAL SISTERS OF THE 3RD ORDER OF ST. FRANCIS.

  • See Schedule O

    Expenses $8,998,327 · Revenue $11,727,685

As filed on the 2023 return.

Listed in Part VII

  • BILL BLUM

    CHAIR (Until 10/31/23)

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • DAMOND BOATWRIGHT

    PRESIDENT/CEO

    Total calculated
    $1,823,992
    From this org
    $0
    From related orgs
    $1,539,956
    Other
    $284,036
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,245,335 related
    Bonus
    $0 + $294,621 related
    Other
    $0
    Deferred
    $0 + $249,526 related
    Nontaxable benefits
    $0 + $34,510 related
    Filer's total
    $0 + $1,823,992 related

  • J Michael Houston

    Chair

    Total calculated
    $0
    Hours/week
    0.3 + 2.3 related

  • JANICE WIEGMAN PHD

    Secretary (Until 10/31/23)

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • JOHN SHEEHAN

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • Chris Allen

    Board Member

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • FRANK BYRNE MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • Jeff Halloin

    BOARD MEMBER (Until 12/31/23)

    Total calculated
    $0
    Hours/week
    0.3 + 2.3 related

  • Jenny Sarpalius

    Board Member

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • Laura Walczak

    Board Member

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • MATTHEW LAMBERT MD

    Board Member

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • SR CHRISTA ANN STRUEWING OSF

    Board Member

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • WILLIAM S LYKE

    Board Member

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • AMY BULPITT

    Secretary / HSHS SVP-Chief Legal Officer

    Total calculated
    $869,496
    From this org
    $0
    From related orgs
    $784,631
    Other
    $84,865
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $581,631 related
    Bonus
    $0 + $120,690 related
    Other
    $0 + $82,310 related
    Deferred
    $0 + $83,807 related
    Nontaxable benefits
    $0 + $1,058 related
    Filer's total
    $0 + $869,496 related

  • Kimberly Hodgkinson

    CFO/Foundation Treasurer (UNTIL 9/7/23)

    Total calculated
    $867,623
    From this org
    $0
    From related orgs
    $841,183
    Other
    $26,440
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $501,978 related
    Bonus
    $0 + $140,847 related
    Other
    $0 + $198,358 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $19,840 related
    Filer's total
    $0 + $867,623 related

  • Michael Scialdone

    Treasurer / HSHS SVP & CFO (began 01/08/24)

    Total calculated
    $0
    Hours/week
    0.3 + 59.7 related

  • TODD Smart

    Treasurer (UNTIL 5/3/24)

    Total calculated
    $382,133
    From this org
    $0
    From related orgs
    $315,606
    Other
    $66,527
    Hours/week
    0.3 + 59.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,819 related
    Bonus
    $0 + $37,512 related
    Other
    $0 + $2,275 related
    Deferred
    $0 + $46,882 related
    Nontaxable benefits
    $0 + $19,645 related
    Filer's total
    $0 + $382,133 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

  • 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
  • 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
PLEASE SEE RESPONSE TO FORM 990, PART VI, LINE 15A IN SCHEDULE O
Schedule J, Part I, Line 4a Severance or change-of-control payment
ORGANIZATION: HOSPITAL SISTERS HEALTH SYSTEM EIN: 37-1058692 INTERESTED PERSON: KIMBERLY HODGKINSON AMOUNT: $192,500 TERMS: COMPENSATION PAID AS A RESULT OF A SEVERANCE FROM THE POSITION OF CFO/FOUNDATION TREASURER.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
HSHS EXECUTIVES ELIGIBLE TO PARTICIPATE IN SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) ARE DEFINED IN THE SERP PLAN DOCUMENTS. THE SERP WAS ESTABLISHED TO PROVIDE ADDITIONAL RETIREMENT BENEFITS TO ENSURE REASONABLE MARKET COMPETITIVE BENEFITS IN ACCORDANCE WITH THE HSHS EXECUTIVE COMPENSATION PHILOSOPHY ESTABLISHED BY THE HSHS COMPENSATION COMMITTEE. THE PLAN PROVIDES A DEFINED RETIREMENT CONTRIBUTION TO PARTICIPANTS COMMENCING ON JANUARY 1, 2008, EQUAL TO A PERCENTAGE OF COMPENSATION AS DEFINED IN THE SERP PLAN DOCUENTS FOR THE PLAN YEAR. PARTICIPANTS CONSTRUCTIVELY RECEIVE A DISTRIBUTION FROM THE PLAN NO LATER THAN MARCH 15TH OF THE CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH AN AMOUNT IS VESTED AND TAXABLE PURSUANT TO A VESTING SCHEDULE AS SPECIFIED IN THE PLAN DOCUMENT. THE ACTUAL DISTRIBUTION OF THE VESTED BENEFIT UNDER THE PLAN IS PAID IN A SINGLE LUMP SUM TO THE PARTICIPANT OR THE PARTICIPANT'S BENEFICIARY UPON THE EARLIER OF THE PARTICIPANT'S TERMINATION OF EMPLOYMENT, DEATH, OR TOTAL AND PERMANENT DISABILITY. THE FOLLOWING INTERESTED PERSONS CONSTRUCTIVELY RECEIVED DEFERRALS TO THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023 THESE DEFERRALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). DAMOND BOATWRIGHT -- $233,026 TODD SMART -- $25,441 AMY BULPITT -- $83,807 THE FOLLOWING INTERESTED PERSONS RECEIVED DISTRIBUTIONS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023 THESE PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AND SCHEDULE J, PART II, COLUMN (F), AS APPLICABLE. AMY BULPITT -- $49,802

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.

Disregarded entities

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

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.

  • KIARA INC

    C Corporation · HEALTHCARE · IL · 100% owned · share of income $953,484 · share of assets $19,065,022 · controlled entity

    Directly controlled by HSHS

  • LASANTE WISCONSIN INC

    C Corporation · HEALTHCARE · IL · controlled entity

    Directly controlled by KIARA INC

  • LASANTE INC

    C Corporation · HEALTHCARE · IL · controlled entity

    Directly controlled by KIARA INC

  • PREVEA HEALTH SERVICES INC

    C Corporation · HEALTHCARE · WI · 50% owned · share of income -$678,213 · share of assets $23,739,679 · controlled entity

    Directly controlled by HSSI

  • PREVEA CLINIC INC

    C Corporation · HEALTHCARE · WI · controlled entity

    Directly controlled by PHSI

  • RENAISSANCE QUALITY INSURANCE LTD

    C Corporation · INSURANCE · CJ · 100% owned · share of income $0 · share of assets $204,854,765 · controlled entity

    Directly controlled by HSSI

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202501269349301680

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