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Nonprofiteer
← ST LUKES HEALTH SYSTEM

Form 990 for tax year 2022

Filed by ST LUKES HEALTH SYSTEM.

Totals

Total revenue
$731,412,197
Total expenses
$731,412,197
Contributions and grants received
$12,884,128
Grants paid
$7,283,881
Program services expenses (Part IX)
$545,032,266
Management and general expenses
$186,379,931
Fundraising expenses
$0
Program service expenses (Part III)
$545,032,266

Program services were 74.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Chris Roth

    President & System CEO

    Total calculated
    $1,635,112
    From this org
    $1,586,822
    From related orgs
    $0
    Other
    $48,290
    Hours/week
    40 + 12 related

    Schedule J breakdown matched by us

    Base
    $1,407,673
    Bonus
    $0
    Other
    $179,149
    Deferred
    $18,410
    Nontaxable benefits
    $29,880
    Filer's total
    $1,635,112

  • Andy Scoggin

    Chair

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Alan Korn MD

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Bill Gilbert

    Director (Start 11/2022)

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Bill Whitacre

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Bob Lokken

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Brigette Bilyeu

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Dan Krahn

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Emily Baker

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Jill Twedt

    Director (Start 11/2022)

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Jon Miller

    Director (End 11/2022)

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Lisa Grow

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Lucie DiMaggio MD

    Director

    Total calculated
    $18,705
    From this org
    $18,705
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5 + 2.5 related

  • Mark Durcan

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Rich Raimondi

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • Rosa Davila

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Tom Corrick

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Christine Neuhoff

    SVP/Chief Legal Officer/Secretary

    Total calculated
    $876,929
    From this org
    $840,490
    From related orgs
    $0
    Other
    $36,439
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $724,912
    Bonus
    $0
    Other
    $115,578
    Deferred
    $16,095
    Nontaxable benefits
    $20,344
    Filer's total
    $876,929

  • Kathryn Fowler

    SVP/CFO/Treasurer

    Total calculated
    $530,479
    From this org
    $510,280
    From related orgs
    $0
    Other
    $20,199
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $465,103
    Bonus
    $0
    Other
    $45,177
    Deferred
    $13,780
    Nontaxable benefits
    $6,419
    Filer's total
    $530,479

  • James Souza MD

    SVP, Chief Physician Executive

    Total calculated
    $951,303
    From this org
    $920,018
    From related orgs
    $0
    Other
    $31,285
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $814,448
    Bonus
    $0
    Other
    $105,570
    Deferred
    $18,410
    Nontaxable benefits
    $12,875
    Filer's total
    $951,303

  • Sandee Moore Gehrke

    SVP, Chief Operating Officer

    Total calculated
    $820,230
    From this org
    $777,872
    From related orgs
    $0
    Other
    $42,358
    Hours/week
    15 + 27 related

    Schedule J breakdown matched by us

    Base
    $696,113
    Bonus
    $0
    Other
    $81,759
    Deferred
    $13,780
    Nontaxable benefits
    $28,578
    Filer's total
    $820,230

  • Dave Self

    SVP, Chief Administrative Officer

    Total calculated
    $774,346
    From this org
    $751,611
    From related orgs
    $0
    Other
    $22,735
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $603,923
    Bonus
    $0
    Other
    $147,688
    Deferred
    $12,844
    Nontaxable benefits
    $9,891
    Filer's total
    $774,346

  • Elizabeth Steger

    SVP, Chief Nursing Executive

    Total calculated
    $632,642
    From this org
    $611,790
    From related orgs
    $0
    Other
    $20,852
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $535,743
    Bonus
    $15,000
    Other
    $61,047
    Deferred
    $9,108
    Nontaxable benefits
    $11,744
    Filer's total
    $632,642

  • Erin Simms

    SVP, Chief Talent and People Officer

    Total calculated
    $575,207
    From this org
    $548,790
    From related orgs
    $0
    Other
    $26,417
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $522,776
    Bonus
    $0
    Other
    $26,014
    Deferred
    $13,780
    Nontaxable benefits
    $12,637
    Filer's total
    $575,207

  • Vic Kadyan MD

    Physician

    Total calculated
    $904,872
    From this org
    $861,989
    From related orgs
    $0
    Other
    $42,883
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $586,070
    Bonus
    $233,719
    Other
    $42,200
    Deferred
    $11,465
    Nontaxable benefits
    $31,418
    Filer's total
    $904,872

  • Jeffrey S Taylor

    Former SVP/CFO/Treasurer

    Total calculated
    $876,124
    From this org
    $794,537
    From related orgs
    $0
    Other
    $81,587
    Hours/week
    0 + 2 related

    Schedule J breakdown matched by us

    Base
    $711,371
    Bonus
    $0
    Other
    $83,166
    Deferred
    $64,199
    Nontaxable benefits
    $17,388
    Filer's total
    $876,124

  • Robert Cavagnol MD

    President, St. Luke's Clinic

    Total calculated
    $777,111
    From this org
    $748,052
    From related orgs
    $0
    Other
    $29,059
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $706,242
    Bonus
    $0
    Other
    $41,810
    Deferred
    $11,465
    Nontaxable benefits
    $17,594
    Filer's total
    $777,111

  • Robert Walker MD

    Physician

    Total calculated
    $771,358
    From this org
    $740,438
    From related orgs
    $0
    Other
    $30,920
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $639,422
    Bonus
    $54,452
    Other
    $46,564
    Deferred
    $18,410
    Nontaxable benefits
    $12,510
    Filer's total
    $771,358

  • Barton F Hill MD

    VP, Chief Quality & Safety Officer

    Total calculated
    $750,775
    From this org
    $709,749
    From related orgs
    $0
    Other
    $41,026
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $590,717
    Bonus
    $0
    Other
    $119,032
    Deferred
    $18,410
    Nontaxable benefits
    $22,616
    Filer's total
    $750,775

  • David C Pate MD JD

    Former CEO & President

    Total calculated
    $154,684
    From this org
    $154,684
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $154,684
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $154,684

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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

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
  • 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 1a
St. Luke's has agreed to directly or indirectly pay all taxes caused by the vesting of accruals of the adjusted benefit prior to termination of employment. The payment shall be made in such a manner which results in the executive having no personal outlay for taxes resulting from or related to the adjusted benefit for any associated taxes.
Part I, Line 4b
During CY2022, the following individuals participated in a supplemental non-qualified executive retirement plan governed by 457(f): Chris Roth received $122,129 of taxable benefits for service in a supplemental retirement plan. James Souza received $48,974 of taxable benefits for service in a supplemental retirement plan. Christine Neuhoff received $79,499 of taxable benefits for service in a supplemental retirement plan. Jeffrey S. Taylor received $19,379 of taxable and $14,047 of non-taxable benefits for service in a supplemental retirement plan. Sandee Moore Gehrke received $36,648 of taxable benefits for service in a supplemental retirement plan. Dave Self received $104,177 of taxable benefits for service in a supplemental retirement plan. Barton F. Hill received $55,924 of taxable benefits for service in a supplemental retirement plan. David C. Pate received $154,684 of taxable and $372,053 of non-taxable benefits for service in a supplemental retirement plan.
Part II-Column (c)
During CY2022 the following individual participated in the basic pension plan. Due to changes in actuarial assumptions this individual experienced an increase in the vested balance of the plan. Jeffrey S. Taylor $55,049

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 August 2024
IRS schema version
2022v5.0
Source object
202432289349301013

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

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