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Nonprofiteer
← ST CHARLES HEALTH SYSTEM INC

Form 990 for tax year 2022

Filed by ST CHARLES HEALTH SYSTEM INC.

Totals

Total revenue
$1,099,141,128
Total expenses
$1,073,393,298
Contributions and grants received
$1,881,259
Grants paid
$420,671
Program service revenue
$1,025,909,044
Investment income
$59,533,284
Other revenue
$11,817,541
Total assets, end of year
$1,282,243,802
Total liabilities, end of year
$552,201,940
Net assets or fund balances, end of year
$730,041,862
Program services expenses (Part IX)
$867,064,390
Management and general expenses
$205,829,474
Fundraising expenses
$499,434
Program service expenses (Part III)
$867,064,390

Program services were 80.8% 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

    $1,371,544

  • 1e · Government grants (contributions)

    $489,114

  • 1f · All other contributions, gifts and grants

    $20,601

  • 1g · Noncash contributions included above

    $32,551

  • 2a · Program service revenue: ST CHARLES BEND CAMPUS

    total $734,118,082 · related or exempt $734,118,082

  • 2b · Program service revenue: ST CHARLES CLINICS

    total $66,449,711 · related or exempt $66,449,711

  • 2c · Program service revenue: ST CHARLES MADRAS CAH

    total $56,567,280 · related or exempt $56,567,280

  • 2d · Program service revenue: ST CHARLES PRINEVILLE CAH

    total $52,348,336 · related or exempt $52,348,336

  • 2e · Program service revenue: ST CHARLES REDMOND CAMPUS

    total $87,542,962 · related or exempt $87,542,962

  • 2f · All other program service revenue

    total $28,882,673 · related or exempt $28,882,673

  • 3 · Investment income

    total $214,177 · excluded $214,177

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $143,682

  • 6b · Less rental expenses

    real property $1,169

  • 6c · Rental income or loss

    real property $142,513

  • 6d · Net rental income or loss

    total $142,513 · excluded $142,513

  • 7a · Gross sales of assets other than inventory

    securities $668,204,479 · other assets $1,824,200

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

    securities $609,205,572 · other assets $1,504,000

  • 7c · Gain or loss

    securities $58,998,907 · other assets $320,200

  • 7d · Net gain or loss

    total $59,319,107 · excluded $59,319,107

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $339,436

  • 10b · Cost of goods sold

    $207,548

  • 10c · Net income from sales of inventory

    total $131,888 · related or exempt $131,888

  • 11a · Other revenue: Healthcare JV Income

    total $1,727,162 · related or exempt $1,727,162

  • 11b · Other revenue: IT Support

    total $8,849,704 · unrelated business $8,849,704

  • 11c · Other revenue: Medical Records & Dues

    total $265,799 · related or exempt $265,799

  • 11d · All other revenue

    total $700,475 · related or exempt $700,475

  • 11e · Other revenue, total

    $11,543,140

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $420,671 · program services $420,671

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $11,088,785 · management and general $11,088,785

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $503,671,117 · program services $423,982,243 · management and general $79,401,291 · fundraising $287,583

  • 8 · Pension plan contributions

    total $18,067,909 · program services $15,394,931 · management and general $2,659,322 · fundraising $13,656

  • 9 · Other employee benefits

    total $71,616,195 · program services $51,582,989 · management and general $19,958,257 · fundraising $74,949

  • 10 · Payroll taxes

    total $29,173,326 · program services $23,430,106 · management and general $5,723,962 · fundraising $19,258

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $5,547,229 · program services $294 · management and general $5,546,935

  • 11c · Fees: accounting

    total $292,714 · management and general $292,714

  • 11d · Fees: lobbying

    total $70,000 · management and general $70,000

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $2,204,107 · management and general $2,204,107

  • 11g · Fees: other

    total $94,732,096 · program services $74,571,646 · management and general $20,102,079 · fundraising $58,371

  • 12 · Advertising and promotion

    total $571,627 · program services $93,616 · management and general $477,971 · fundraising $40

  • 13 · Office expenses

    total $7,451,330 · program services $6,123,520 · management and general $1,320,664 · fundraising $7,146

  • 14 · Information technology

    total $24,824,129 · program services $291,292 · management and general $24,529,545 · fundraising $3,292

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $10,221,416 · program services $8,404,565 · management and general $1,816,851

  • 17 · Travel

    total $1,194,369 · program services $936,011 · management and general $255,860 · fundraising $2,498

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $1,036,594 · program services $459,827 · management and general $559,412 · fundraising $17,355

  • 20 · Interest

    total $11,767,628 · program services $166,183 · management and general $11,601,445

  • 21 · Payments to affiliates

    total $1,947,335 · program services $753,591 · management and general $1,191,392 · fundraising $2,352

  • 22 · Depreciation, depletion and amortization

    total $40,186,302 · program services $28,878,205 · management and general $11,308,097

  • 23 · Insurance

    total $3,116,372 · program services $2,269 · management and general $3,114,103

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $164,034,057 · program services $164,780,540 · management and general -$746,483

  • 24b · Other expenses: PROVIDER TAX EXPENSE

    total $47,999,115 · program services $47,999,115

  • 24c · Other expenses: MAINTENTANCE AND REPAIRS

    total $9,780,464 · program services $8,025,633 · management and general $1,754,831

  • 24d · Other expenses: PATIENT SUPPORT

    total $5,966,239 · program services $5,425,924 · management and general $540,315

  • 24e · All other expenses

    total $6,412,172 · program services $5,341,219 · management and general $1,058,019 · fundraising $12,934

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $84,941,955 · end of year $32,297,191

  • 2 · Savings and temporary cash investments

    beginning of year $39,783,995 · end of year $59,788,018

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $124,967,770 · end of year $124,132,362

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $17,078,842 · end of year $17,069,644

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,921,558 · end of year $15,638,658

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

    $899,055,289

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

    $523,087,309

  • 10c · Land, buildings and equipment, net

    beginning of year $404,044,209 · end of year $375,967,980

  • 11 · Investments: publicly traded securities

    beginning of year $714,991,766 · end of year $578,755,147

  • 12 · Investments: other securities

    beginning of year $57,600,066 · end of year $57,581,065

  • 13 · Investments: program-related

    beginning of year $3,742,636 · end of year $3,754,883

  • 14 · Intangible assets

    beginning of year $4,555,930 · end of year $4,544,402

  • 15 · Other assets

    beginning of year $10,611,515 · end of year $12,714,452

  • 17 · Accounts payable and accrued expenses

    beginning of year $136,465,358 · end of year $140,729,527

  • 19 · Deferred revenue

    beginning of year $65,803,857 · end of year $6,328,516

  • 20 · Tax-exempt bond liabilities

    beginning of year $369,522,227 · end of year $362,597,544

  • 23 · Secured mortgages and notes payable

    beginning of year $25,492,308 · end of year $27,853,925

  • 25 · Other liabilities

    beginning of year $15,356,034 · end of year $14,692,428

  • 27 · Net assets without donor restrictions

    beginning of year $861,600,458 · end of year $730,041,862

Mission and programs · 2022

Mission

To own, manage and operate hospitals in Central Oregon, as well as the care of sick, injured and infirm and the carrying on, participation in and sponsorship of health-related services and activities in the communities.

Activities or mission (Part I)

Mission: In a spirit of love and compassion, better health, better care, better value. Vision: Creating America's healthiest community, together.

  • St Charles - Bend CampusSCMC'S BEND CAMPUS PROVIDED SERVICES FOR 17,030 INPATIENTS, 2,139 BIRTHS, 16,499 SURGICAL CASES, 46,478 EMERGENCY ROOM VISITS, AND 127,581 OTHER OUTPATIENT VISITS IN 2022. AS ONE OF THE PACIFIC NORTHWEST'S LEADING REGIONAL HEALTH CARE FACILITIES, ST. CHARLES BEND PROVIDES SERVICES TYPICALLY FOUND IN MARKETS MANY TIMES ITS SIZE. FOR 100 YEARS, ST. CHARLES BEND HAS TAKEN RESPONSIBILITY FOR THE HEALTH AND WELL-BEING OF GENERATIONS OF OREGONIANS, DEVELOPING INTO A LEVEL II REGIONAL TRAUMA CENTER WITH SPECIALIZED PARTNERSHIPS IN HEART, CANCER, ORTHOPEDICS AND NEUROSURGERY.

    Expenses $573,075,317 · Grants $420,671 · Revenue $734,118,082

  • ST CHARLES CLINICSST CHARLES CLINICS INCLUDES A GROUP OF MEDICAL CLINICS OWNED AND OPERATED BY ST. CHARLES HEALTH SYSTEM. THESE CLINICS ARE LOCATED THROUGHOUT THE REGION AND PROVIDE OUTPATIENT SERVICES SUCH AS CANCER CARE, OB/GYN, PULMONARY CARE, SLEEP DISORDER RESOURCES, HEART SERVICES AND PRIMARY CARE. SCMG PROVIDED OVER 156,600 VISITS IN BEND CLINICS, 72,400 VISITS IN REDMOND CLINICS, 8,400 VISITS IN THE SISTERS CLINIC, 26,500 VISITS IN PRINEVILLE CLINICS, 12,800 IN THE MADRAS CLINICS AND 9,600 IN LA PINE CLINICS IN 2022. SCMG ALSO OPERATES THREE IMMEDIATE CARE CLINICS TO PROVIDE LOW-COST URGENT CARE SERVICES TO THE COMMUNITY; THE URGENT CARE CLINICS PROVIDED SERVICES FOR MORE THAN 48,000 PATIENT VISITS IN 2022.

    Expenses $105,779,985 · Revenue $66,449,711

  • St Charles - Redmond CampusSCMC'S REDMOND CAMPUS PROVIDED SERVICES FOR 2,166 INPATIENTS, 4,636 SURGICAL CASES, 23,131 EMERGENCY ROOM VISITS, AND 47,836 OTHER OUTPATIENT VISITS IN 2022. AT ST. CHARLES REDMOND, THE PATIENT EXPERIENCE REMAINS AT THE CENTER OF ALL WE DO AND EACH PATIENT IS EMPOWERED TO PLAY AN ACTIVE ROLE IN HIS OR HER OWN CARE AND HEALING. SURGERIES ARE PERFORMED IN FOUR OF OREGON'S NEWEST AND MOST ADVANCED SURGICAL SUITES. PATIENTS AND THEIR FAMILIES ENJOY THE COMFORT OF STATE-OF-THE-ART PATIENT ROOMS. EVERYONE RECEIVES THE LEVEL OF CARE THAT IS EXPECTED OF A LEADING REGIONAL HEALTH CARE FACILITY.

    Expenses $86,127,044 · Revenue $87,542,962

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sluka Joseph

    President

    Total calculated
    $1,256,702
    From this org
    $1,125,745
    From related orgs
    $0
    Other
    $130,957
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $710,204
    Bonus
    $52,407
    Other
    $363,134
    Deferred
    $114,117
    Nontaxable benefits
    $16,840
    Filer's total
    $1,256,702

  • Slater Matthew MD

    Physician

    Total calculated
    $928,440
    From this org
    $887,947
    From related orgs
    $0
    Other
    $40,493
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $869,709
    Bonus
    not reported
    Other
    $18,238
    Deferred
    $18,300
    Nontaxable benefits
    $22,193
    Filer's total
    $928,440

  • Absalon Jeffrey MD

    CHIEF PHYSICIAN EXECUTIVE

    Total calculated
    $902,583
    From this org
    $823,620
    From related orgs
    $0
    Other
    $78,963
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $348,995
    Bonus
    $50,000
    Other
    $424,625
    Deferred
    $61,935
    Nontaxable benefits
    $17,028
    Filer's total
    $902,583

  • Dixon Jennifer MD

    Physician

    Total calculated
    $890,173
    From this org
    $849,783
    From related orgs
    $0
    Other
    $40,390
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $828,738
    Bonus
    not reported
    Other
    $21,045
    Deferred
    $18,300
    Nontaxable benefits
    $22,090
    Filer's total
    $890,173

  • Clover Todd MD

    Physician

    Total calculated
    $838,753
    From this org
    $790,666
    From related orgs
    $0
    Other
    $48,087
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $686,091
    Bonus
    $83,303
    Other
    $21,272
    Deferred
    $18,300
    Nontaxable benefits
    $29,787
    Filer's total
    $838,753

  • Gulvin Joshua MD

    Physician

    Total calculated
    $827,929
    From this org
    $780,019
    From related orgs
    $0
    Other
    $47,910
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $669,996
    Bonus
    $83,998
    Other
    $26,025
    Deferred
    $18,300
    Nontaxable benefits
    $29,610
    Filer's total
    $827,929

  • Martin William MD

    Physician

    Total calculated
    $777,044
    From this org
    $728,935
    From related orgs
    $0
    Other
    $48,109
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $627,501
    Bonus
    $80,107
    Other
    $21,327
    Deferred
    $18,300
    Nontaxable benefits
    $29,809
    Filer's total
    $777,044

  • Simmons Iman

    SVP COO

    Total calculated
    $772,713
    From this org
    $667,673
    From related orgs
    $0
    Other
    $105,040
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $484,783
    Bonus
    $102,500
    Other
    $80,390
    Deferred
    $78,823
    Nontaxable benefits
    $26,217
    Filer's total
    $772,713

  • Swafford Matthew

    Senior VP/CFO

    Total calculated
    $723,527
    From this org
    $613,903
    From related orgs
    $0
    Other
    $109,624
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $505,445
    Bonus
    $100,000
    Other
    $8,458
    Deferred
    $80,101
    Nontaxable benefits
    $29,523
    Filer's total
    $723,527

  • Binder Darren

    Secretary

    Total calculated
    $665,993
    From this org
    $570,666
    From related orgs
    $0
    Other
    $95,327
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $370,045
    Bonus
    $100,000
    Other
    $100,621
    Deferred
    $65,747
    Nontaxable benefits
    $29,580
    Filer's total
    $665,993

  • Gordon Steve

    President

    Total calculated
    $646,156
    From this org
    $637,679
    From related orgs
    $0
    Other
    $8,477
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $516,732
    Bonus
    not reported
    Other
    $120,947
    Deferred
    not reported
    Nontaxable benefits
    $8,477
    Filer's total
    $646,156

  • Adams Aaron

    CEO Bend & Redmond

    Total calculated
    $628,614
    From this org
    $607,455
    From related orgs
    $0
    Other
    $21,159
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $159,988
    Bonus
    not reported
    Other
    $447,467
    Deferred
    $11,200
    Nontaxable benefits
    $9,959
    Filer's total
    $628,614

  • Hallett Mark

    Chief Clinical Officer

    Total calculated
    $626,225
    From this org
    $552,313
    From related orgs
    $0
    Other
    $73,912
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $490,115
    Bonus
    $2,500
    Other
    $59,698
    Deferred
    $52,800
    Nontaxable benefits
    $21,112
    Filer's total
    $626,225

  • Brickhouse Jeremiah

    SVP/CIO

    Total calculated
    $589,380
    From this org
    $502,377
    From related orgs
    $0
    Other
    $87,003
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $347,636
    Bonus
    $102,500
    Other
    $52,241
    Deferred
    $60,944
    Nontaxable benefits
    $26,059
    Filer's total
    $589,380

  • Marchiando Rod

    SVP IMPROVEMENT & STRATEGY

    Total calculated
    $579,123
    From this org
    $523,181
    From related orgs
    $0
    Other
    $55,942
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $174,982
    Bonus
    $50,000
    Other
    $298,199
    Deferred
    $39,028
    Nontaxable benefits
    $16,914
    Filer's total
    $579,123

  • Freeman Richard

    PRESIDENT SCMG

    Total calculated
    $566,869
    From this org
    $553,033
    From related orgs
    $0
    Other
    $13,836
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $87,233
    Bonus
    not reported
    Other
    $465,800
    Deferred
    $8,498
    Nontaxable benefits
    $5,338
    Filer's total
    $566,869

  • Berry Rebecca

    VP HUMAN RESOURCES

    Total calculated
    $536,744
    From this org
    $466,910
    From related orgs
    $0
    Other
    $69,834
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $302,703
    Bonus
    $100,000
    Other
    $64,207
    Deferred
    $50,777
    Nontaxable benefits
    $19,057
    Filer's total
    $536,744

  • Guyn Jim MD

    SVP POPULATION HEALTH

    Total calculated
    $518,635
    From this org
    $441,731
    From related orgs
    $0
    Other
    $76,904
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $293,173
    Bonus
    $100,000
    Other
    $48,558
    Deferred
    $56,569
    Nontaxable benefits
    $20,335
    Filer's total
    $518,635

  • Ching Joan

    VP CHIEF NURSING

    Total calculated
    $466,787
    From this org
    $427,485
    From related orgs
    $0
    Other
    $39,302
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $325,269
    Bonus
    $100,000
    Other
    $2,216
    Deferred
    $18,300
    Nontaxable benefits
    $21,002
    Filer's total
    $466,787

  • Golda David

    VP HOSPITAL ADMIN BEND/REDMOND

    Total calculated
    $309,753
    From this org
    $267,877
    From related orgs
    $0
    Other
    $41,876
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $259,662
    Bonus
    $280
    Other
    $7,935
    Deferred
    $16,561
    Nontaxable benefits
    $25,315
    Filer's total
    $309,753

  • Robinson Debra

    CNO BEND

    Total calculated
    $299,379
    From this org
    $260,497
    From related orgs
    $0
    Other
    $38,882
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $248,492
    Bonus
    $500
    Other
    $11,505
    Deferred
    $15,920
    Nontaxable benefits
    $22,962
    Filer's total
    $299,379

  • Shields Todd

    VP HOSPITAL ADMIN PRINEVILLE/MADRAS

    Total calculated
    $272,986
    From this org
    $233,341
    From related orgs
    $0
    Other
    $39,645
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $225,192
    Bonus
    not reported
    Other
    $8,149
    Deferred
    $14,578
    Nontaxable benefits
    $25,067
    Filer's total
    $272,986

  • Ostrom Julie

    SR DIRECTOR PERIOP & CARDIO

    Total calculated
    $260,612
    From this org
    $221,105
    From related orgs
    $0
    Other
    $39,507
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $210,218
    Bonus
    $2,500
    Other
    $8,387
    Deferred
    $13,808
    Nontaxable benefits
    $25,699
    Filer's total
    $260,612

  • Powell Michael

    CHIEF PHARMACY OFFICER

    Total calculated
    $257,002
    From this org
    $218,028
    From related orgs
    $0
    Other
    $38,974
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $212,366
    Bonus
    not reported
    Other
    $5,662
    Deferred
    $13,630
    Nontaxable benefits
    $25,344
    Filer's total
    $257,002

  • Orlikoff James

    Chairman

    Total calculated
    $44,000
    From this org
    $44,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    15

  • Schuette Dan

    Director

    Total calculated
    $37,500
    From this org
    $37,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Handkins Shelly

    Director

    Total calculated
    $27,500
    From this org
    $27,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Rhoads Ann

    Director

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Schmid Corey

    Director

    Total calculated
    $22,500
    From this org
    $22,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • O'Brien Jenny

    Director

    Total calculated
    $20,000
    From this org
    $20,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Terhes John MD

    Director

    Total calculated
    $12,500
    From this org
    $12,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Bullock Jon

    Director

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Jarvis Sam

    Director

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

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
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 1a: Relevant information in regards to selections on 1a.
Part I, Line 7: Non-Fixed payments not listed above
The St. Charles Board of Directors approved a discretionary bonus to recognize the executive team for their extraordinary work and efforts in leading during the COVID-19 pandemic and to ensure retention. Other key employees received bonuses for recognition of services above and beyond to St. Charles, referral bonuses, or wellness bonuses.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • ST CHARLES FOUNDATION

    501(C)(3) · RAISES FUNDS FOR SCHS & CMNTY PROGRAMS · OR · controlled entity

    Directly controlled by SCHS

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.

  • Cascade Medical Buildings LLC

    Real Estate Rental · OR · income $1,418,373 · assets $28,508,815

    Directly controlled by St Charles Health System Inc

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CASCADE MEDICAL IMAGING LLC

    RELATED · IMAGING SERVICES · OR · 70% owned · share of income $23,867,861 · share of assets $2,896,292 · general or managing partner

    Directly controlled by SCHS

  • HEART CENTER OF THE CASCADES

    RELATED · MEDICAL BUILDING · OR · 50% owned · share of income $359,810 · share of assets $159,395 · general or managing partner

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUST

    TRUST · CRUT · OR

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202333179349311658

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