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Nonprofiteer
← SAINT MARYS HOSPITAL INC

Form 990 for tax year 2024

Filed by SAINT MARYS HOSPITAL INC.

Totals

Total revenue
$374,354,376
Total expenses
$357,014,952
Contributions and grants received
$2,164,636
Grants paid
$262,377
Program service revenue
$369,699,896
Investment income
$18,418
Other revenue
$2,471,426
Total assets, end of year
$243,726,950
Total liabilities, end of year
$72,441,740
Net assets or fund balances, end of year
$171,285,210
Program services expenses (Part IX)
$312,187,853
Management and general expenses
$44,827,099
Fundraising expenses
$0
Program service expenses (Part III)
$312,187,853

Program services were 87.4% 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

    $747,846

  • 1e · Government grants (contributions)

    $446,841

  • 1f · All other contributions, gifts and grants

    $969,949

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $369,699,896 · related or exempt $369,699,896

  • 3 · Investment income

    total $39,277 · excluded $39,277

  • 6a · Gross rents

    real property $1,730,329

  • 6b · Less rental expenses

    real property $3,175,457

  • 6c · Rental income or loss

    real property -$1,445,128

  • 6d · Net rental income or loss

    total -$1,445,128 · excluded -$1,445,128

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

    securities $20,859

  • 7c · Gain or loss

    securities -$20,859

  • 7d · Net gain or loss

    total -$20,859 · excluded -$20,859

  • 11a · Other revenue: OTHER OPERATING REVENUE

    total $3,241,099 · related or exempt $3,241,099

  • 11b · Other revenue: CAFETERIA

    total $672,935 · excluded $672,935

  • 11c · Other revenue: PARKING

    total $2,520 · excluded $2,520

  • 11e · Other revenue, total

    $3,916,554

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $262,377 · program services $262,377

  • 5 · Compensation of officers, directors and key employees

    total $1,041,376 · program services $75,000 · management and general $966,376

  • 7 · Other salaries and wages

    total $92,238,688 · program services $74,473,723 · management and general $17,764,965

  • 8 · Pension plan contributions

    total $293,303 · program services $264,322 · management and general $28,981

  • 9 · Other employee benefits

    total $11,412,328 · program services $9,190,510 · management and general $2,221,818

  • 10 · Payroll taxes

    total $6,791,161 · program services $5,432,929 · management and general $1,358,232

  • 11a · Fees: management

    total $126,084 · program services $100,867 · management and general $25,217

  • 11b · Fees: legal

    total $41,274 · management and general $41,274

  • 11g · Fees: other

    total $21,657,548 · program services $20,356,618 · management and general $1,300,930

  • 12 · Advertising and promotion

    total $71,105 · program services $56,884 · management and general $14,221

  • 13 · Office expenses

    total $2,359,372 · program services $1,887,498 · management and general $471,874

  • 14 · Information technology

    total $189,390 · program services $151,512 · management and general $37,878

  • 16 · Occupancy

    total $11,633,856 · program services $9,307,085 · management and general $2,326,771

  • 17 · Travel

    total $27,663 · program services $22,130 · management and general $5,533

  • 19 · Conferences, conventions and meetings

    total $152,520 · program services $122,016 · management and general $30,504

  • 20 · Interest

    total $943,198 · program services $943,198

  • 22 · Depreciation, depletion and amortization

    total $11,596,300 · program services $9,277,040 · management and general $2,319,260

  • 23 · Insurance

    total $2,468,625 · program services $1,974,900 · management and general $493,725

  • 24a · Other expenses: I/C PURCHASED SERVICES

    total $72,470,641 · program services $57,976,513 · management and general $14,494,128

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $70,584,003 · program services $70,584,003

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $23,310,176 · program services $23,310,176

  • 24d · Other expenses: HOSPITAL PROVIDER TAX

    total $22,716,903 · program services $22,716,903

  • 24e · All other expenses

    total $4,627,061 · program services $3,701,649 · management and general $925,412

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $91,575 · end of year $144,221

  • 2 · Savings and temporary cash investments

    beginning of year $1,083,257 · end of year $1,422,681

  • 4 · Accounts receivable

    beginning of year $46,386,761 · end of year $45,143,428

  • 8 · Inventories for sale or use

    beginning of year $5,051,115 · end of year $4,678,998

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,094,782 · end of year $1,787,927

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

    $207,666,358

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

    $123,449,235

  • 10c · Land, buildings and equipment, net

    beginning of year $86,490,306 · end of year $84,217,123

  • 11 · Investments: publicly traded securities

    beginning of year $21,338,369 · end of year $28,496,694

  • 12 · Investments: other securities

    beginning of year $300 · end of year $2,292,955

  • 15 · Other assets

    beginning of year $60,317,092 · end of year $75,542,923

  • 17 · Accounts payable and accrued expenses

    beginning of year $27,488,883 · end of year $30,989,227

  • 25 · Other liabilities

    beginning of year $41,733,113 · end of year $41,452,513

  • 27 · Net assets without donor restrictions

    beginning of year $127,500,749 · end of year $144,538,557

  • 28 · Net assets with donor restrictions

    beginning of year $25,130,812 · end of year $26,746,653

Mission and programs · 2024

Mission

WE, TRINITY HEALTH OF NEW ENGLAND AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES. SAINT MARY'S HOSPITAL IS A MEMBER OF TRINITY HEALTH OF NEW ENGLAND AND TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE HEALTH CARE AND HOSPITAL SERVICES

  • SAINT MARY'S HOSPITAL IS A CATHOLIC, NOT-FOR-PROFIT, COMMUNITY TEACHING HOSPITAL THAT HAS BEEN SERVING PATIENTS IN WATERBURY, CT AND THE SURROUNDING COMMUNITIES SINCE 1909. SAINT MARY'S HOSPITAL IS PROUD TO OFFER A WIDE VARIETY OF MEDICAL SERVICES, EDUCATIONAL CLASSES, AND PATIENT RESOURCES. THE HOSPITAL ALSO HAS A LEVEL II TRAUMA CENTER; THE ONLY PEDIATRIC EMERGENCY CARE UNIT IN THE REGION; AWARD-WINNING CARDIAC AND STROKE CARE; AND ADVANCED SURGICAL SERVICES, INCLUDING DAVINCI ROBOTIC SURGERY SYSTEMS. AT SAINT MARY'S HOSPITAL, PATIENTS RECEIVE EXCEPTIONAL CARE THAT EXCELS IN QUALITY, VALUE AND SAFETY. PLEASE VISIT SCHEDULE H AND OUR WEBSITE FOR ADDITIONAL INFORMATION ABOUT SERVICES, RECOGNITIONS AND AWARDS: WWW.TRINITYHEALTHOFNE.ORG/LOCATION/SAINT-MARYS-HOSPITAL

    Expenses $312,187,853 · Grants $262,377 · Revenue $372,940,995

As filed on the 2024 return.

Listed in Part VII

  • JOANN PRICE

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • WALTER HARRISON

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • MOST REV JUAN MIGUEL BETANCOURT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • EMILY BROWER

    DIR;TRIN SVP CLINICAL INTG THR 12/24

    Total calculated
    $1,105,745
    From this org
    $0
    From related orgs
    $911,919
    Other
    $193,826
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $482,855 related
    Bonus
    $0 + $285,314 related
    Other
    $0 + $143,750 related
    Deferred
    $0 + $159,370 related
    Nontaxable benefits
    $0 + $34,456 related
    Filer's total
    $0 + $1,105,745 related

  • MONTEZ CARTER

    DIRECTOR, TH OF NE PRESIDENT AND CEO

    Total calculated
    $1,659,446
    From this org
    $0
    From related orgs
    $1,378,384
    Other
    $281,062
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $846,241 related
    Bonus
    $0 + $409,155 related
    Other
    $0 + $122,988 related
    Deferred
    $0 + $245,931 related
    Nontaxable benefits
    $0 + $35,131 related
    Filer's total
    $0 + $1,659,446 related

  • GARRETT CASEY

    DIRECTOR AS OF 1/25

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • TINA WEATHERWAX-GRANT

    DIRECTOR AS OF 1/25; TRINITY SVP

    Total calculated
    $896,488
    From this org
    $0
    From related orgs
    $713,595
    Other
    $182,893
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $404,373 related
    Bonus
    $0 + $219,901 related
    Other
    $0 + $89,321 related
    Deferred
    $0 + $151,934 related
    Nontaxable benefits
    $0 + $30,959 related
    Filer's total
    $0 + $896,488 related

  • ROBERT GUMBARDO MD

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • AROSHA JAYAWICKREMA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JOHN KINNEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • WESLEY KNAUFT MD

    DIRECTOR, MED STAFF PRES AS OF 1/25

    Total calculated
    $75,000
    From this org
    $75,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 5 related

  • KARL KRAPEK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • NANCY KROEBER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • BARBARA MULLEN CSJ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JAMES SMITH

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • CATHERINE SPATH MD

    DIRECTOR, MED STAFF PRES THRU 12/24

    Total calculated
    $528,010
    From this org
    $0
    From related orgs
    $473,722
    Other
    $54,288
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $450,008 related
    Bonus
    $0 + $21,573 related
    Other
    $0 + $2,141 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $33,863 related
    Filer's total
    $0 + $528,010 related

  • MICHELLE THEROUX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • KIMBERLY KALAJAINEN

    PRESIDENT THROUGH 2/25

    Total calculated
    $492,631
    From this org
    $0
    From related orgs
    $383,338
    Other
    $109,293
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $293,761 related
    Bonus
    $0 + $79,836 related
    Other
    $0 + $9,741 related
    Deferred
    $0 + $71,442 related
    Nontaxable benefits
    $0 + $37,851 related
    Filer's total
    $0 + $492,631 related

  • ROBERT ANTHONY

    SECRETARY; VP MANAGING COUNSEL

    Total calculated
    $874,906
    From this org
    $0
    From related orgs
    $739,424
    Other
    $135,482
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $488,846 related
    Bonus
    $0 + $161,250 related
    Other
    $0 + $89,328 related
    Deferred
    $0 + $104,331 related
    Nontaxable benefits
    $0 + $31,151 related
    Filer's total
    $0 + $874,906 related

  • SEAN FITZPATRICKPD BY MGMT CO

    TREAS; INTERIM REG CFO THRU 11/24

    Total calculated
    $0
    Hours/week
    1 + 49 related

  • SHERI LEMIEUX

    ASST SEC; ASST TO TH OF NE PRES/CEO

    Total calculated
    $127,000
    From this org
    $0
    From related orgs
    $113,904
    Other
    $13,096
    Hours/week
    1 + 39 related

  • ANTONIO PERUGINO

    TREASURER, VP FIN & CFO AS OF 11/24

    Total calculated
    $89,498
    From this org
    $0
    From related orgs
    $87,145
    Other
    $2,353
    Hours/week
    1 + 49 related

  • ROBERT ROOSE MD

    THONE PRES - COMM. HOSPITALS AT 2/25

    Total calculated
    $738,823
    From this org
    $0
    From related orgs
    $607,300
    Other
    $131,523
    Hours/week
    15 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $469,522 related
    Bonus
    $0 + $122,576 related
    Other
    $0 + $15,202 related
    Deferred
    $0 + $93,496 related
    Nontaxable benefits
    $0 + $38,027 related
    Filer's total
    $0 + $738,823 related

  • HUSNAIN KERMALLI MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $524,762
    From this org
    $0
    From related orgs
    $470,128
    Other
    $54,634
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $385,534 related
    Bonus
    $0 + $79,655 related
    Other
    $0 + $4,939 related
    Deferred
    $0 + $16,675 related
    Nontaxable benefits
    $0 + $37,959 related
    Filer's total
    $0 + $524,762 related

  • SHAWNA EDWARDS

    CHIEF NURSING OFFICER

    Total calculated
    $326,554
    From this org
    $0
    From related orgs
    $299,637
    Other
    $26,917
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $245,506 related
    Bonus
    $0 + $52,345 related
    Other
    $0 + $1,786 related
    Deferred
    $0 + $19,411 related
    Nontaxable benefits
    $0 + $7,506 related
    Filer's total
    $0 + $326,554 related

  • MARYELLEN ROYKA

    REGISTERED NURSE

    Total calculated
    $287,286
    From this org
    $0
    From related orgs
    $236,469
    Other
    $50,817
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $233,921 related
    Bonus
    $0
    Other
    $0 + $2,548 related
    Deferred
    $0 + $15,455 related
    Nontaxable benefits
    $0 + $35,362 related
    Filer's total
    $0 + $287,286 related

  • JOAN GELIN MD

    MEDICAL DIRECTOR

    Total calculated
    $245,872
    From this org
    $0
    From related orgs
    $227,266
    Other
    $18,606
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $226,332 related
    Bonus
    $0
    Other
    $0 + $934 related
    Deferred
    $0 + $4,600 related
    Nontaxable benefits
    $0 + $14,006 related
    Filer's total
    $0 + $245,872 related

  • KRISTEN SMUDIN

    REGISTERED NURSE

    Total calculated
    $235,283
    From this org
    $0
    From related orgs
    $206,363
    Other
    $28,920
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $201,495 related
    Bonus
    $0
    Other
    $0 + $4,868 related
    Deferred
    $0 + $9,493 related
    Nontaxable benefits
    $0 + $19,427 related
    Filer's total
    $0 + $235,283 related

  • LINA THAI

    RADIOLOGY TECHNOLOGIST

    Total calculated
    $232,258
    From this org
    $0
    From related orgs
    $201,261
    Other
    $30,997
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $198,545 related
    Bonus
    $0
    Other
    $0 + $2,716 related
    Deferred
    $0 + $12,277 related
    Nontaxable benefits
    $0 + $18,720 related
    Filer's total
    $0 + $232,258 related

  • DAVID BITTNER

    FORMER OFFICER

    Total calculated
    $680,579
    From this org
    $0
    From related orgs
    $668,214
    Other
    $12,365
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $668,214 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $12,365 related
    Filer's total
    $0 + $680,579 related

  • JENNIFER SCHNEIDER

    FORMER OFFICER

    Total calculated
    $556,209
    From this org
    $0
    From related orgs
    $554,018
    Other
    $2,191
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $28,240 related
    Other
    $0 + $525,778 related
    Deferred
    $0 + $1,836 related
    Nontaxable benefits
    $0 + $355 related
    Filer's total
    $0 + $556,209 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

  • 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
SAINT MARY'S HOSPITAL IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. SAINT MARY'S HOSPITAL'S PRESIDENT IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF SAINT MARY'S HOSPITAL'S PRESIDENT: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2024. THESE AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: DAVID BITTNER - $534,192 JENNIFER SCHNEIDER -$337,825 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2024. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2024, AND THEIR NON-VESTED BENEFITS FOR 2024 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2024 FOR THE PLAN ARE INCLUDED IN COLUMN B (III) OF SCHEDULE J, PART II: ROBERT ANTHONY - $73,845 DAVID BITTNER - $128,605 EMILY BROWER - $121,844 MONTEZ CARTER - $105,121 JENNIFER SCHNEIDER - $187,161 TINA WEATHERWAX-GRANT - $73,884 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2024 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: ROBERT ANTHONY - $83,906 EMILY BROWER - $138,945 MONTEZ CARTER - $225,506 KIMBERLY KALAJAINEN - $51,017 ROBERT ROOSE - $76,821 TINA WEATHERWAX-GRANT - $131,509 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($345,000 FOR 2024). THE FOLLOWING PAYOUTS FOR 2024 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: KIMBERLY KALAJAINEN - $25 HUSNAIN KERMALLI - $3,280 ROBERT ROOSE - $7,178

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.

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
IRS schema version
2024v5.5
Source object
202622229349300972

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