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← ST JOSEPH HOSPITAL FOUNDATION INC

Form 990 for tax year 2023

Filed by ST JOSEPH HOSPITAL FOUNDATION INC.

Totals

Total revenue
$738,580
Total expenses
$435,034
Contributions and grants received
$668,199
Grants paid
$173,546
Program services expenses (Part IX)
$173,865
Management and general expenses
$261,169
Fundraising expenses
$0
Program service expenses (Part III)
$173,865

Program services were 40.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANTHONY HOUSTON

    BOARD MEMBER/MARKET PRESIDENT (THRU 6/17/24)

    Total calculated
    $1,304,468
    From this org
    $0
    From related orgs
    $1,247,727
    Other
    $56,741
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $636,781 related
    Bonus
    $0 + $546,476 related
    Other
    $0 + $64,470 related
    Deferred
    $0 + $20,726 related
    Nontaxable benefits
    $0 + $36,015 related
    Filer's total
    $0 + $1,304,468 related
  • CHRISTY SPITSER

    INTERIM REG. PRES/TREASURER/MKT VP

    Total calculated
    $472,970
    From this org
    $0
    From related orgs
    $422,813
    Other
    $50,157
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $323,841 related
    Bonus
    $0 + $97,989 related
    Other
    $0 + $983 related
    Deferred
    $0 + $18,197 related
    Nontaxable benefits
    $0 + $31,960 related
    Filer's total
    $0 + $472,970 related
  • LESLIE SMART

    FORMER PRESIDENT CHI ST JOSEPH FOUNDATIONS

    Total calculated
    $454,613
    From this org
    $0
    From related orgs
    $439,798
    Other
    $14,815
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $65,789 related
    Bonus
    $0 + $49,681 related
    Other
    $0 + $324,328 related
    Deferred
    $0 + $14,591 related
    Nontaxable benefits
    $0 + $224 related
    Filer's total
    $0 + $454,613 related
  • K DELAINE THIEL

    MARKET VP, PHILANTHROPY

    Total calculated
    $177,414
    From this org
    $0
    From related orgs
    $171,096
    Other
    $6,318
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $151,675 related
    Bonus
    $0 + $18,997 related
    Other
    $0 + $424 related
    Deferred
    $0 + $5,603 related
    Nontaxable benefits
    $0 + $715 related
    Filer's total
    $0 + $177,414 related
  • JUDY ALBRECHT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • KATHY ARMS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • LARRY COWGILL

    CHAIR

    Total calculated
    $0
    Hours/week
    1
  • LAURA HAYDEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • ALAN VANARSDALL

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • JULIA K HALL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • ALICIA KAZEE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • ANN BRYANT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • JANET EVANS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • PAUL CHARTIER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • JESSE HODGSON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

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 — 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

  • 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)

PART I, LINE 3
DURING THE CALENDAR YEAR 2023, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY ST. JOSEPH HEALTH SYSTEM, INC., A RELATED ORGANIZATION. ST. JOSEPH HEALTH SYSTEM, INC. USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3 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 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. THE FOLLOWING REPORTABLE INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE 2023 CALENDAR YEAR, AND THESE SEVERANCE PAYMENTS WERE INCLUDED IN THE INDIVIDUALS' W-2 INCOME AND REPORTABLE COMPENSATION ON PART VII AND SCHEDULE J, PART II, COLUMN (B)(III): LESLIE SMART, $324,146.
PART I LINE 4B
DURING THE 2023 CALENDAR YEAR, COMMONSPIRIT HEALTH ("COMMONSPIRIT") MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR DIVISION 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 2023 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 2023, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: ANTHONY A HOUSTON, $62,762.
SCHEDULE J, PART II
ST. JOSEPH HOSPITAL FOUNDATION, INC. 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 HUMAN RESOURCES 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 2023.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
11 May 2025
IRS schema version
2023v6.0
Source object
202501319349300455

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