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Nonprofiteer
← ST JOSEPH PHYSICIAN ASSOCIATES

Form 990 for tax year 2024

Filed by ST JOSEPH PHYSICIAN ASSOCIATES.

Totals

Total revenue
$43,629,132
Total expenses
$48,188,629
Contributions and grants received
$0
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$45,458,032
Management and general expenses
$2,730,597
Fundraising expenses
$0
Program service expenses (Part III)
$45,458,032

Program services were 94.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CHARLES SMITH MD

    CARDIOTHORACIC SURGEON

    Total calculated
    $1,351,767
    From this org
    $1,301,842
    From related orgs
    $0
    Other
    $49,925
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,218,230
    Bonus
    $80,000
    Other
    $3,612
    Deferred
    $16,873
    Nontaxable benefits
    $33,052
    Filer's total
    $1,351,767

  • MONTE BOSTWICK

    MARKET PRESIDENT

    Total calculated
    $1,051,092
    From this org
    $0
    From related orgs
    $975,601
    Other
    $75,491
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $487,845 related
    Bonus
    $0 + $459,819 related
    Other
    $0 + $27,937 related
    Deferred
    $0 + $38,680 related
    Nontaxable benefits
    $0 + $36,811 related
    Filer's total
    $0 + $1,051,092 related

  • JUSTIN BRAZEAL MD

    ORTHOPEDIST GENERAL

    Total calculated
    $1,010,271
    From this org
    $959,513
    From related orgs
    $0
    Other
    $50,758
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $958,253
    Bonus
    $0
    Other
    $1,260
    Deferred
    $20,325
    Nontaxable benefits
    $30,433
    Filer's total
    $1,010,271

  • KIM SHAW

    CEO & PRESIDENT (THRU 2/7/25)

    Total calculated
    $988,635
    From this org
    $0
    From related orgs
    $897,080
    Other
    $91,555
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $422,574 related
    Bonus
    $0 + $404,179 related
    Other
    $0 + $70,327 related
    Deferred
    $0 + $69,377 related
    Nontaxable benefits
    $0 + $22,178 related
    Filer's total
    $0 + $988,635 related

  • RODRIGO CAMPANA MD

    CARDIOTHORACIC SURGEON

    Total calculated
    $922,784
    From this org
    $884,100
    From related orgs
    $0
    Other
    $38,684
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $833,428
    Bonus
    $50,000
    Other
    $672
    Deferred
    $10,663
    Nontaxable benefits
    $28,021
    Filer's total
    $922,784

  • KATHY RAVANBAKHSH DO

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $909,900
    From this org
    $859,001
    From related orgs
    $0
    Other
    $50,899
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $827,069
    Bonus
    $30,000
    Other
    $1,932
    Deferred
    $20,304
    Nontaxable benefits
    $30,595
    Filer's total
    $909,900

  • SCOTT SPENCER MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $900,893
    From this org
    $851,560
    From related orgs
    $0
    Other
    $49,333
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $821,268
    Bonus
    $26,680
    Other
    $3,612
    Deferred
    $18,925
    Nontaxable benefits
    $30,408
    Filer's total
    $900,893

  • TYLER SPATA MD

    CARDIOTHORACIC SURGEON

    Total calculated
    $884,430
    From this org
    $853,393
    From related orgs
    $0
    Other
    $31,037
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $802,553
    Bonus
    $50,000
    Other
    $840
    Deferred
    $442
    Nontaxable benefits
    $30,595
    Filer's total
    $884,430

  • ROBIN BHAVSAR MD

    UROLOGIST

    Total calculated
    $850,547
    From this org
    $799,904
    From related orgs
    $0
    Other
    $50,643
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $769,064
    Bonus
    $30,000
    Other
    $840
    Deferred
    $15,147
    Nontaxable benefits
    $35,496
    Filer's total
    $850,547

  • BRYAN PARRENT MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $786,034
    From this org
    $735,301
    From related orgs
    $0
    Other
    $50,733
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $733,369
    Bonus
    $0
    Other
    $1,932
    Deferred
    $20,325
    Nontaxable benefits
    $30,408
    Filer's total
    $786,034

  • CLINT CHENG MD

    CHAIR/PHYSICIAN

    Total calculated
    $679,413
    From this org
    $626,069
    From related orgs
    $0
    Other
    $53,344
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $587,309
    Bonus
    $37,500
    Other
    $1,260
    Deferred
    $20,923
    Nontaxable benefits
    $32,421
    Filer's total
    $679,413

  • DAVID DAMIAN MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $589,315
    From this org
    $559,069
    From related orgs
    $0
    Other
    $30,246
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $553,075
    Bonus
    $0
    Other
    $5,994
    Deferred
    $18,226
    Nontaxable benefits
    $12,020
    Filer's total
    $589,315

  • DAVID KUMAR MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $532,976
    From this org
    $484,998
    From related orgs
    $0
    Other
    $47,978
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $481,450
    Bonus
    $0
    Other
    $3,548
    Deferred
    $17,146
    Nontaxable benefits
    $30,832
    Filer's total
    $532,976

  • THERESA KRAUSE MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $530,901
    From this org
    $482,164
    From related orgs
    $0
    Other
    $48,737
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $480,232
    Bonus
    $0
    Other
    $1,932
    Deferred
    $18,028
    Nontaxable benefits
    $30,709
    Filer's total
    $530,901

  • THOMAS CAMPBELL MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $478,680
    From this org
    $428,497
    From related orgs
    $0
    Other
    $50,183
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $422,942
    Bonus
    $0
    Other
    $5,555
    Deferred
    $19,750
    Nontaxable benefits
    $30,433
    Filer's total
    $478,680

  • KELLY MCDONALD MD

    VICE CHAIR/PHYSICIAN

    Total calculated
    $440,834
    From this org
    $423,729
    From related orgs
    $0
    Other
    $17,105
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $421,890
    Bonus
    $0
    Other
    $1,839
    Deferred
    $15,373
    Nontaxable benefits
    $1,732
    Filer's total
    $440,834

  • KEVIN WALTERS

    MARKET VP FINANCE

    Total calculated
    $415,986
    From this org
    $0
    From related orgs
    $357,789
    Other
    $58,197
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,925 related
    Bonus
    $0 + $69,522 related
    Other
    $0 + $4,342 related
    Deferred
    $0 + $20,529 related
    Nontaxable benefits
    $0 + $37,668 related
    Filer's total
    $0 + $415,986 related

  • SYBIL TAQUET MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $376,510
    From this org
    $332,405
    From related orgs
    $0
    Other
    $44,105
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $330,796
    Bonus
    $0
    Other
    $1,609
    Deferred
    $18,671
    Nontaxable benefits
    $25,434
    Filer's total
    $376,510

  • LAURA SURVANT

    FORMER OFFICER

    Total calculated
    $256,722
    From this org
    $0
    From related orgs
    $232,182
    Other
    $24,540
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,517 related
    Bonus
    $0 + $28,493 related
    Other
    $0 + $1,172 related
    Deferred
    $0 + $14,218 related
    Nontaxable benefits
    $0 + $10,322 related
    Filer's total
    $0 + $256,722 related

  • KIA PARSI MD

    FORMER OFFICER/PHYSICIAN

    Total calculated
    $170,145
    From this org
    $170,111
    From related orgs
    $0
    Other
    $34
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $169,188
    Bonus
    $0
    Other
    $923
    Deferred
    $0
    Nontaxable benefits
    $34
    Filer's total
    $170,145

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
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 6
EXECUTIVES, DIRECTORS AND MANAGEMENT ARE ELIGIBLE TO RECEIVE A BONUS BASED ON A PERCENTAGE OF THEIR SALARY IF THE DIVISION GOALS ARE MET BASED ON CERTAIN THRESHOLDS IN DIFFERENT AREAS.
SCHEDULE J, PART I, LINE 3
DURING THE CALENDAR YEAR 2024, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED BY COMMONSPIRIT HEALTH AND PAID BY ST. LUKE'S HEALTH SYSTEM CORPORATION, MEMORIAL HEALTH SYSTEM OF EAST TEXAS, AND ST. JOSEPH REGIONAL HEALTH CENTER, RELATED ORGANIZATIONS. COMMONSPIRIT HEALTH, USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15 FOR ADDITIONAL INFORMATION.
PART I, LINE 4A:
CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 WEEKS TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. PART 1, LINE 4B: CERTAIN LISTED PERSONS PARTICIPATE IN THE COMMONSPIRIT HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), A NONQUALIFIED RETIREMENT PLAN DESIGNED TO PROVIDE DEFERRED COMPENSATION TO KEY EXECUTIVES WHO HAVE CONTRIBUTED MATERIALLY TO THE SUCCESS OF OUR MINISTRY. THE SERP IS INTENDED TO PROVIDE HIGHLY COMPENSATED INDIVIDUALS WITH ADDITIONAL RETIREMENT INCOME TO HELP OFFSET REGULATORY LIMITS IN PLACE ON QUALIFIED RETIREMENT PLANS AND SOCIAL SECURITY. EACH ANNUAL CONTRIBUTION IS SUBJECT TO A FOUR-YEAR VESTING OR RETENTION PERIOD. UPON COMPLETION OF THE APPLICABLE FOUR-YEAR RETENTION PERIOD FOR EACH ANNUAL CONTRIBUTION, VESTING WILL OCCUR, AND ANY ACCUMULATED BENEFIT UNDER THE PLAN WILL BE RECEIVED. ON THE FIRST DAY OF THE CALENDAR MONTH AFTER THE FOURTH ANNIVERSARY OF THE SERP BENEFIT, THE ANNUAL CONTRIBUTION AND ITS ASSOCIATED INVESTMENT GAINS OR LOSSES BECOME 100% VESTED. IN ADDITION, THE PARTICIPANT'S SERP BENEFIT BECOMES 100% VESTED UPON ANY OF THE FOLLOWING EVENTS: 1) REACHING THE AGE OF 65 (THE PLAN'S NORMAL RETIREMENT AGE), OR 2) DEATH, OR BECOME DISABLED UNDER THE LONG-TERM DISABILITY PLAN OR SOCIAL SECURITY. SHOULD EMPLOYMENT END FOR ANY REASON OTHER THAN TERMINATION WITH SEVERANCE, RETIREMENT AT AGE 65 OR OLDER, DISABILITY, OR DEATH, UNVESTED SERP FUNDS ARE FORFEITED. IF EMPLOYMENT IS TERMINATED WITH SEVERANCE, THE TERMS AND CONDITIONS OUTLINED WITHIN THE SERP, AND NOT THOSE OF ANY SEVERANCE AGREEMENT, WILL CONTROL AND GOVERN PAYMENT ENTITLEMENT UNDER THE SERP. CERTAIN ELIGIBLE LISTED PERSONS RECEIVED AN ADDITIONAL PAYMENT DURING 2024 DUE TO A DELAY IN THE START DATE OF THE SERP. CERTAIN LISTED PERSONS ARE ELIGIBLE TO PARTICIPATE IN THE CATHOLIC HEALTH INITIATIVES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR REGION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DUE TO THE "SUPER" VESTING RULES UNDER COMMONSPIRIT'S DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2024 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II. DURING 2024, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: MONTE J BOSTWICK $ 25,854.
PART II
ST. JOSEPH PHYSICIAN ASSOCIATES FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST COMMONSPIRIT IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE COMMONSPIRIT TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES COMMONSPIRIT SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE PEOPLE AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND COMMONSPIRIT'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL, AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE, REVENUES AND COMPLEXITY. PAYMENTS PURSUANT TO A LONG-TERM FINANCIAL PERFORMANCE GOAL WERE PAID IN CALENDAR YEAR 2024.

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.

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
2024
Filed
13 May 2026
IRS schema version
2024v5.5
Source object
202611339349305896

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