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Nonprofiteer
← ST DOMINIC HEALTH SERVICES INC

Form 990 for tax year 2022

Filed by ST DOMINIC HEALTH SERVICES INC.

Totals

Total revenue
$12,654,515
Total expenses
$1,560,554
Contributions and grants received
$2,029,382
Grants paid
$1,500
Program service revenue
$8,216,455
Investment income
$2,408,678
Other revenue
$0
Total assets, end of year
$212,811,112
Total liabilities, end of year
$24,334,475
Net assets or fund balances, end of year
$188,476,637
Program services expenses (Part IX)
$540,442
Management and general expenses
$1,020,112
Fundraising expenses
$0
Program service expenses (Part III)
$540,442

Program services were 34.6% 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

    $2,029,382

  • 2a · Program service revenue: MANAGEMENT FEES

    total $8,008,505 · related or exempt $8,008,505

  • 2b · Program service revenue: RENTAL INCOME

    total $169,162 · related or exempt $169,162

  • 2c · Program service revenue: OTHER REVENUE

    total $38,788 · related or exempt $38,788

  • 3 · Investment income

    total $1,286,789 · excluded $1,286,789

  • 7a · Gross sales of assets other than inventory

    securities $23,476,902 · other assets $298,131

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

    securities $22,653,144 · other assets $0

  • 7c · Gain or loss

    securities $823,758 · other assets $298,131

  • 7d · Net gain or loss

    total $1,121,889 · excluded $1,121,889

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,500 · program services $1,500

  • 11a · Fees: management

    total -$248,392 · program services $7,934 · management and general -$256,326

  • 11b · Fees: legal

    total $79,031 · management and general $79,031

  • 11c · Fees: accounting

    total $3,938 · management and general $3,938

  • 11f · Fees: investment management

    total $188,475 · program services $188,475

  • 11g · Fees: other

    total $47,404 · program services $1 · management and general $47,403

  • 12 · Advertising and promotion

    total $1,394 · management and general $1,394

  • 13 · Office expenses

    total $760,541 · program services $2,007 · management and general $758,534

  • 16 · Occupancy

    total $196,905 · program services $167,369 · management and general $29,536

  • 17 · Travel

    total $10,179 · management and general $10,179

  • 19 · Conferences, conventions and meetings

    total $934 · management and general $934

  • 20 · Interest

    total $10,648 · program services $536 · management and general $10,112

  • 22 · Depreciation, depletion and amortization

    total $157,787 · program services $134,119 · management and general $23,668

  • 23 · Insurance

    total $184,536 · management and general $184,536

  • 24a · Other expenses: REPAIRS AND MAINTENANCE

    total $121,703 · program services $28,283 · management and general $93,420

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $43,380 · program services $10,081 · management and general $33,299

  • 24c · Other expenses: OTHER EXPENSES

    total $591 · program services $137 · management and general $454

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,908,345 · end of year $1,322,491

  • 2 · Savings and temporary cash investments

    end of year $9,562,004

  • 4 · Accounts receivable

    beginning of year $6,321 · end of year $3,521

  • 9 · Prepaid expenses and deferred charges

    beginning of year $36,749

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

    $22,853,824

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

    $329,737

  • 10c · Land, buildings and equipment, net

    beginning of year $30,264,736 · end of year $22,524,087

  • 12 · Investments: other securities

    beginning of year $134,968,604 · end of year $147,951,182

  • 13 · Investments: program-related

    beginning of year $8,210,252 · end of year $8,210,252

  • 15 · Other assets

    beginning of year $13,521,010 · end of year $23,237,575

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,947,491 · end of year $2,599,432

  • 25 · Other liabilities

    beginning of year $23,711,972 · end of year $21,735,043

  • 27 · Net assets without donor restrictions

    beginning of year $162,256,554 · end of year $185,712,135

  • 28 · Net assets with donor restrictions

    end of year $2,764,502

Mission and programs · 2022

Mission

INSPIRED BY THE VISION OF ST. FRANCIS AND IN THE TRADITION OF THE ROMAN CATHOLIC CHURCH, WE EXTEND THE HEALING MINISTRY OF JESUS CHRIST TO GOD'S PEOPLE, ESPECIALLY THOSE MOST IN NEED. WE CALL FORTH ALL WHO SERVE IN THIS HEALTHCARE MINISTRY, TO SHARE THEIR GIFTS AND TALENTS TO CREATE A SPIRIT OF HEALING- WITH REVERANCE AND LOVE FOR ALL OF LIFE, WITH JOYFULNESS OF SPIRIT, AND WITH HUMILITY AND JUSTICE FOR ALL THOSE ENTRUSTED IN OUR CARE. WE ARE, WITH GOD'S HELP, A HEALING AND SPIRITUAL PRESENCE FOR EACH OTHER AND FOR THE COMMUNITIES WE ARE PRIVILEGED TO SERVE.

Activities or mission (Part I)

SDHS MANAGES AN INTEGRATED HEALTH SYSTEM TO MAKE A DIFFERENCE IN OUR COMMUNITIES THROUGH CATHOLIC HEALTH SERVICES BY CALLING FORTH ALL WHO SERVE IN THE HEALTHCARE MINISTRY.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $540,442 · Grants $1,500 · Revenue $8,216,455

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Sister M Dorothea Sondgeroth

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    40 + 2.25 related

  • Sister M Trinita Eddington

    SECRETARY

    Total calculated
    $0
    Hours/week
    4 + 37.25 related

  • E B Robinson Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Marcelo J Ruvinsky MD

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Sister Rose Miriam Schulte Op

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.75 related

  • Bishop Joseph Kopacz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sister Beth Murphy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Richard Vath MD

    BOARD MEMBER/FMOLHS CEO

    Total calculated
    $2,817,257
    From this org
    $0
    From related orgs
    $2,769,477
    Other
    $47,780
    Hours/week
    1 + 50.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,713,662 related
    Bonus
    $0 + $1,032,089 related
    Other
    $0 + $23,726 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $20,330 related
    Filer's total
    $0 + $2,817,257 related

  • Steward Gentry

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Scott Kashman

    MARKET PRESIDENT (UNTIL 6/23)

    Total calculated
    $708,506
    From this org
    $0
    From related orgs
    $610,569
    Other
    $97,937
    Hours/week
    1 + 41.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $499,303 related
    Bonus
    $0 + $108,077 related
    Other
    $0 + $3,189 related
    Deferred
    $0 + $70,852 related
    Nontaxable benefits
    $0 + $27,085 related
    Filer's total
    $0 + $708,506 related

  • Bryan B Miller MD

    VP, CCTO FMOLHS

    Total calculated
    $454,765
    From this org
    $0
    From related orgs
    $421,403
    Other
    $33,362
    Hours/week
    1.75 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,022 related
    Bonus
    $0 + $52,860 related
    Other
    $0 + $2,521 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $18,112 related
    Filer's total
    $0 + $454,765 related

  • Kristin Wolkart

    INTERIM MARKET PRESIDENT (FROM 6/23)

    Total calculated
    $691,424
    From this org
    $0
    From related orgs
    $575,846
    Other
    $115,578
    Hours/week
    1 + 42.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $440,832 related
    Bonus
    $0 + $131,783 related
    Other
    $0 + $3,231 related
    Deferred
    $0 + $95,636 related
    Nontaxable benefits
    $0 + $19,942 related
    Filer's total
    $0 + $691,424 related

  • Samuel Scott

    SVP, CFO, TREASURER

    Total calculated
    $516,904
    From this org
    $0
    From related orgs
    $484,817
    Other
    $32,087
    Hours/week
    2.25 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $321,567 related
    Bonus
    $0 + $157,491 related
    Other
    $0 + $5,759 related
    Deferred
    $0 + $14,175 related
    Nontaxable benefits
    $0 + $17,912 related
    Filer's total
    $0 + $516,904 related

  • Kay McRee

    SDHS FOUNDATION EXECUTIVE DIRECTOR

    Total calculated
    $249,888
    From this org
    $226,098
    From related orgs
    $0
    Other
    $23,790
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $204,828
    Bonus
    $20,428
    Other
    $842
    Deferred
    $11,597
    Nontaxable benefits
    $12,193
    Filer's total
    $249,888

  • David Estorge

    VP BUS DEV & INTEGRATION

    Total calculated
    $346,460
    From this org
    $304,755
    From related orgs
    $0
    Other
    $41,705
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $235,801
    Bonus
    $67,002
    Other
    $1,952
    Deferred
    $13,930
    Nontaxable benefits
    $27,775
    Filer's total
    $346,460

  • Lester Diamond

    FORMER PRESIDENT

    Total calculated
    $531,654
    From this org
    $0
    From related orgs
    $531,654
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $531,654 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $531,654 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
THE MARKET PRESIDENT IS PAID BY FMOL HEALTH SYSTEM, A RELATED TAX-EXEMPT ORGANIZATION. THE FMOLHS BOARD OF DIRECTORS DESIGNATES A COMPENSATION COMMITTEE, MADE UP OF INDEPENDENT BOARD MEMBERS, TO REVIEW AND SET COMPENSATION ANNUALLY. THE COMPENSATION COMMITTEE OBTAINS AND RELIES UPON COMPARABLE DATA INCLUDING A COMPENSATION STUDY/SURVEY FROM AN INDEPENDENT COMPENSATION CONSULTANT. THE COMPENSATION COMMITTEE REVIEWS COMPENSATION PACKAGES AND APPRROPRIATE COMPENSATION IS DETERMINED AND APPROVED. THE BASIS FOR MAKING SUCH DETERMINATION IS DOCUMENTATED BY THE COMPENSATION COMMITTEE.
PART I, LINES 4A-B
FMOLHS MAINTAINS THREE UNFUNDED DEFERRED COMPENSATION PLANS WHICH MEET THE REQUIREMENTS OF IRC SECTION 457(F) AND IRC SECTION 409A. THE PLANS PROVIDE FOR COMPENSATION TO BE DEFERRED AND PAID UPON THE OCCURRENCE OF CERTAIN EVENTS SUCH AS TERMINATION WITHOUT CAUSE, DISABILITY, DEATH OR ATTAINMENT OF A SPECIFIC PAYMENT DATE. PARTICIPATION IN THE PLANS IS LIMITED TO CERTAIN EXECUTIVES AND IS SUBJECT TO APPROVAL OF FMOLHS BOARD OF DIRECTORS OR A DESIGNATED COMMITTEE OF SUCH BOARD. NO ONE LISTED ON PART VII, SECTION A RECEIVED A PAYMENT FROM THE PLANS IN THE CURRENT YEAR.
PART 1, QUESTION 4A:
A BOARD MEMBER IS ENTITLED TO A SEVERANCE BENEFIT. THE PAYOUT OF SUCH BENEFIT IS REMOTE AS IT IS EFFECTIVE ONLY FOR TERMINATION OF EMPLOYMENT WITHOUT CAUSE FOR GOOD REASON AND FOR A CHANGE OF CONTROL. IF TRIGGERED, THE EXECUTIVE WOULD BE PAID HIS/HER BASE SALARY AND AN ANNUAL INCENTIVE AT TARGET AND PROVIDED RETIREMENT AND WELFARE BENEFITS FOR AN ENTITLEMENT PERIOD. THE ENTITLEMENT PERIOD IS 24 MONTHS. TWO OFFICERS AND ONE CURRENT BOARD MEMBER ARE ENTITLED TO A SEVERANCE BENEFIT. THE PAYOUT OF SUCH BENEFIT IS REMOTE AS IT IS EFFECTIVE ONLY FOR A TERMINATION OF EMPLOYEMENT WITHOUT CAUSE, FOR GOOD REASON OR DUE TO CHANGE OF CONTROL. IF TRIGGERED, THE EMPLOYEE WOULD BE PAID HIS/HER BASE SALARY AND PROVIDED RETIREMENT AND WELFARE BENEFITS FOR AN ENTITLEMENT PERIOD. THE ENTITLEMENT PERIOD IS GENERALLY 12 OR 18 MONTHS. LESTER DIAMOND RECEIVED A PAYMENT OF $531,654 FROM THE PLAN IN THE CURRENT YEAR.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ST DOMINIC HEALTH & WELLNESS LLC

    HEALTHCARE · MS · income $0 · assets -$175,147

    Directly controlled by SDHS

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • LOURDES IMAGING DEVELOPMENT LLC

    N/A · REAL ESTATE · LA

  • PARK PLACE SURGERY CENTER LLC

    N/A · HEALTHCARE · LA

  • BRPT LAKE REHABILITATION CENTERS LLC

    N/A · HEALTHCARE · LA

  • CONVENIENT CARE LLC

    N/A · HEALTHCARE · LA

  • PERKINS PLAZA AMBULATORY SURGERY CENTER LLC

    N/A · HEALTHCARE · LA

  • SURGICAL SPECIALTY CENTER OF BATON ROUGE LLC

    N/A · HEALTHCARE · LA

  • ST ELIZABETH-MARY BIRD PERKINS CANCER CENTER LLC

    N/A · HEALTHCARE · LA

  • NORTHEAST LA CANCER INSTITUTE LLC

    N/A · HEALTHCARE · LA

  • LHCG-XIII LLC DBA LOURDES HOME HEALTH

    N/A · HEALTHCARE · LA

  • LOURDES AFTER HOURS LLC

    N/A · HEALTHCARE · LA

  • LAKE URGENT CARE ASCENSION LLC

    N/A · HEALTHCARE · LA

  • ST FRANCIS URGENT CARE LLC

    N/A · HEALTHCARE · LA

  • GAMMA KNIFE OF LOUISIANA LLC

    N/A · HEALTHCARE · LA

  • LHCG LXVII LLC

    N/A · HEALTHCARE · LA

  • PINNACLE CARE HOLDINGS LLC

    N/A · HEALTHCARE · LA

  • LAFAYETTE SURGERY CENTER LIMITED PARTNERSHIP

    N/A · HEALTHCARE · LA

  • FREMAUX OFFICE MM LLC

    N/A · HEALTHCARE · LA

  • OLOL PONTCHARTRAIN SURGERY CENTER LLC

    N/A · HEALTHCARE · LA

  • LAKE SURGICAL HOSPITAL (SLIDELL) LLC

    N/A · HEALTHCARE · LA

  • PREMIER HEALTH HOLDINGS LLC

    N/A · HEALTHCARE · LA

  • PERKINS PLAZA DEVELOPMENT LLC

    N/A · HEALTHCARE · LA

  • JACKSON HEART & VASCULAR CENTER LLC

    N/A · HEALTHCARE · MS

  • CARDIOVASCULAR AND ARRYTHMIA CENTER LLC (CVAC)

    N/A · HEALTHCARE · LA

  • CARDIOVASCULAR AND ARRYTHMIA MANAGEMENT LLC (CVAM)

    N/A · HEALTHCARE · LA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • LOUISE INSURANCE COMPANY

    C · INSURANCE · CJ

    Directly controlled by FMOL

  • FRANCISICAN HEALTH & WELLNESS SERVICES I

    C · HEALTHCARE · LA

    Directly controlled by FMOL

  • FMOL HEALTH SYSTEM HOLDINGS INC

    C · INVESTMENT · LA

    Directly controlled by FMOL

  • ST DOMINIC MADISON HEALTH SERVICES INC

    C · HEALTHCARE · MS · 100% owned · share of income $2,670,189 · share of assets $6,607,578 · controlled entity

    Directly controlled by SDHS

  • ST DOMINIC INTEGRATED SERVICES INC

    C · INVESTMENTS · MS

    Directly controlled by SDJMH

  • LAFAYETTE SURGICARE INC

    C · HEALTHCARE · LA

  • NMC OPERATING COMPANY LLC DBA SPINE HOSPITAL OF LOUISIANA

    S · HEALTHCARE · LA

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202441369349312829

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