Skip to content
Nonprofiteer
← ST LUKES HEALTH SYSTEM INC

Form 990 for tax year 2023

Filed by ST LUKES HEALTH SYSTEM INC.

Totals

Total revenue
$1,739,516
Total expenses
$1,532,319
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$1,532,136
Management and general expenses
$183
Fundraising expenses
$0
Program service expenses (Part III)
$1,532,136

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • RENEE BEAULIEU

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CRAIG BERENSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DENNIS BULLOCK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TOM CARROLL MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MIKE CRONE

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • HANNAH DEWALD MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANGELO JAMES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BARBARA KNEPPER TO 723

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JIM PALMER

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GARRETT SMITH

    BOARD MEMBER

    Total calculated
    $14,500
    From this org
    $0
    From related orgs
    $14,500
    Other
    $0
    Hours/week
    1 + 1 related

  • CHAD STADSVOLD DO

    BOARD MEMBER

    Total calculated
    $606,723
    From this org
    $0
    From related orgs
    $557,282
    Other
    $49,441
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $556,261 related
    Bonus
    $0
    Other
    $0 + $1,021 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $32,941 related
    Filer's total
    $0 + $606,723 related

  • JOY TAYLOR MD

    BOARD VICE CHAIR

    Total calculated
    $132,837
    From this org
    $0
    From related orgs
    $126,511
    Other
    $6,326
    Hours/week
    1 + 40 related

  • BETH TREJO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHELLE VENABLE-RIDLEY TO 0623

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHIC WOLFE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JANE ARNOLD FR 1023

    PRESIDENT/CEO

    Total calculated
    $392,873
    From this org
    $0
    From related orgs
    $330,769
    Other
    $62,104
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $249,220 related
    Bonus
    $0 + $77,475 related
    Other
    $0 + $4,074 related
    Deferred
    $0 + $37,577 related
    Nontaxable benefits
    $0 + $24,527 related
    Filer's total
    $0 + $392,873 related

  • LEAH GLASGO TO 1023

    INTERIM PRESIDENT/CEO (SC & FD)

    Total calculated
    $981,003
    From this org
    $0
    From related orgs
    $886,332
    Other
    $94,671
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $583,501 related
    Bonus
    $0 + $294,876 related
    Other
    $0 + $7,955 related
    Deferred
    $0 + $61,107 related
    Nontaxable benefits
    $0 + $33,564 related
    Filer's total
    $0 + $981,003 related

  • SARAH MARSH TO 0923

    INTERIM VP/CFO

    Total calculated
    $325,483
    From this org
    $0
    From related orgs
    $283,879
    Other
    $41,604
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $224,453 related
    Bonus
    $0 + $56,746 related
    Other
    $0 + $2,680 related
    Deferred
    $0 + $14,696 related
    Nontaxable benefits
    $0 + $26,908 related
    Filer's total
    $0 + $325,483 related

  • LEAH KNAPP FR 0923

    VP FINANCE

    Total calculated
    $173,065
    From this org
    $0
    From related orgs
    $134,728
    Other
    $38,337
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $123,571 related
    Bonus
    $0 + $10,979 related
    Other
    $0 + $178 related
    Deferred
    $0 + $5,049 related
    Nontaxable benefits
    $0 + $33,288 related
    Filer's total
    $0 + $173,065 related

  • WENDY LINDLEY

    VP/CNE

    Total calculated
    $336,296
    From this org
    $0
    From related orgs
    $297,704
    Other
    $38,592
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $228,834 related
    Bonus
    $0 + $65,002 related
    Other
    $0 + $3,868 related
    Deferred
    $0 + $36,080 related
    Nontaxable benefits
    $0 + $2,512 related
    Filer's total
    $0 + $336,296 related

  • COREY SNIDER TO 0923

    VP/COO

    Total calculated
    $304,043
    From this org
    $0
    From related orgs
    $280,700
    Other
    $23,343
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $66,457 related
    Bonus
    $0 + $48,528 related
    Other
    $0 + $165,715 related
    Deferred
    $0 + $4,889 related
    Nontaxable benefits
    $0 + $18,454 related
    Filer's total
    $0 + $304,043 related

  • KARI WINKLEPLECK

    VP/FUNDRAISING DEVELOPMENT

    Total calculated
    $208,858
    From this org
    $0
    From related orgs
    $180,291
    Other
    $28,567
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,882 related
    Bonus
    $0 + $25,575 related
    Other
    $0 + $1,834 related
    Deferred
    $0 + $9,171 related
    Nontaxable benefits
    $0 + $19,396 related
    Filer's total
    $0 + $208,858 related

  • JAMES GOBELL TO 0722

    FORMER VP/CFO

    Total calculated
    $309,901
    From this org
    $0
    From related orgs
    $283,643
    Other
    $26,258
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $241,009 related
    Bonus
    $0 + $39,844 related
    Other
    $0 + $2,790 related
    Deferred
    $0 + $19,579 related
    Nontaxable benefits
    $0 + $6,679 related
    Filer's total
    $0 + $309,901 related

  • LORENZO SUTER TO 722

    FORMER PRESIDENT/CEO

    Total calculated
    $282,360
    From this org
    $0
    From related orgs
    $268,869
    Other
    $13,491
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $268,869 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $13,491 related
    Filer's total
    $0 + $282,360 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 — 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, LINES 4A-B
SEVERANCE PAYMENTS: THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS DURING THE YEAR THAT WERE INCLUDED IN THEIR TAXABLE INCOME: COREY SNIDER $165,246 AND LORENZO SUTER $268,869. NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: JANE ARNOLD $23,414; LEAH GLASGO $44,607; WENDY LINDLEY $21,377.
SCHEDULE J, PART I, LINE 3 - ESTABLISHING COMPENSATION
THE EXECUTIVE COMMITTEE OF THE IOWA HEALTH SYSTEM BOARD OF DIRECTORS ("COMMITTEE") CONDUCTS A COMPREHENSIVE REVIEW OF ALL COMPENSATION AND BENEFITS PROVIDED TO THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, INCLUDING THE IHS CHIEF EXECUTIVE OFFICER (THE "CEO"). THIS REVIEW COMPARES THE TOTAL COMPENSATION AND VALUE OF BENEFITS PROVIDED TO EACH EXECUTIVE, ON A POSITION BY POSITION BASIS, TO THAT PROVIDED TO FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THIS REVIEW IS CONDUCTED BY THE COMMITTEE WITH THE ASSISTANCE OF A NATIONAL, INDEPENDENT COMPENSATION CONSULTANT REPORTING DIRECTLY TO THE COMMITTEE. THE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY FOR OVERSIGHT OF EXECUTIVE COMPENSATION AND IS MADE UP ENTIRELY OF INDEPENDENT DIRECTORS WITHIN THE MEANING OF THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE FEDERAL INCOME TAX INTERMEDIATE SANCTIONS RULES. THE COMPENSATION CONSULTANT HOLDS ITSELF OUT TO THE PUBLIC AS A COMPENSATION CONSULTANT, PERFORMS THESE VALUATIONS ON A REGULAR BASIS, IS QUALIFIED TO MAKE THE VALUATIONS OF THE SERVICES INVOLVED, AND HAS SO INDICATED IN A WRITTEN CERTIFICATION TO THE COMMITTEE. BASED UPON THE ADVICE OF THE COMPENSATION CONSULTANT, AND APPLYING THE BOARD'S COMPENSATION PHILOSOPHY, THE COMMITTEE ESTABLISHES THE OVERALL ADJUSTMENT IN COMPENSATION AND BENEFITS FOR THE TOP EXECUTIVES IN THE ENTIRE HEALTH SYSTEM (SEVERAL OF WHICH ARE EMPLOYEES OF THE FILING ORGANIZATION) AND DELEGATES TO THE CEO THE AUTHORITY TO MAKE ADJUSTMENTS, CONSISTENT WITH THE COMMITTEE'S DIRECTION, FOR THE OTHER EXECUTIVES. THE COMMITTEE DETERMINES ALL ASPECTS OF THE COMPENSATION AND BENEFITS OF THE CEO. THE COMMITTEE INTENTIONALLY TAKES ALL THE STEPS NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE FEDERAL INCOME TAX LAW INTERMEDIATE SANCTIONS RULES, INCLUDING CONTEMPORANEOUS SUBSTANTIATION OF ALL COMMITTEE MEETINGS AND ACTIONS. THE ORGANIZATION BELIEVES IT IS IN FULL COMPLIANCE WITH SECTION 4958 OF THE IRC, PROVIDES NO MORE THAN REASONABLE AND FAIR MARKET VALUE COMPENSATION AND BENEFITS FOR ITS EMPLOYEES AND DOES NOT PROVIDE ANY EXCESS COMPENSATION OR BENEFITS AS PROHIBITED BY SECTION 4958.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202433199349310063

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.