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← CLINICAL BIOTECHNOLOGY RESEARCH INSTITUTE AT RSFH

Form 990 for tax year 2024

Filed by CLINICAL BIOTECHNOLOGY RESEARCH INSTITUTE AT RSFH.

Totals

Total revenue
$585,349
Total expenses
$910,224
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$738,281
Management and general expenses
$171,943
Fundraising expenses
$0
Program service expenses (Part III)
$738,281

Program services were 81.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Edward McKelvey

    Board Chair

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Megan Baker MD

    Board Member (End 08/24); Interim President RSF Foundation (Beg 10/24)

    Total calculated
    $980,327
    From this org
    $0
    From related orgs
    $901,811
    Other
    $78,516
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $495,103 related
    Bonus
    $0 + $372,272 related
    Other
    $0 + $34,436 related
    Deferred
    $0 + $39,181 related
    Nontaxable benefits
    $0 + $39,335 related
    Filer's total
    $0 + $980,327 related

  • Scott Woodfield MD

    Board Vice Chair, RSFPP Physician

    Total calculated
    $1,223,580
    From this org
    $0
    From related orgs
    $1,167,520
    Other
    $56,060
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $881,358 related
    Bonus
    $0 + $218,131 related
    Other
    $0 + $68,031 related
    Deferred
    $0 + $18,171 related
    Nontaxable benefits
    $0 + $37,889 related
    Filer's total
    $0 + $1,223,580 related

  • Brian Yanofchick

    Board Member, Chief Sponsorship Officer-BSMH

    Total calculated
    $739,855
    From this org
    $0
    From related orgs
    $716,610
    Other
    $23,245
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $409,600 related
    Bonus
    $0 + $118,999 related
    Other
    $0 + $188,011 related
    Deferred
    $0 + $8,400 related
    Nontaxable benefits
    $0 + $14,845 related
    Filer's total
    $0 + $739,855 related

  • Charles Ford Rivers III

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • Cheryl Dalton-Norman

    Board Member (Beg 05/2024), President - Conduit Health Partners

    Total calculated
    $620,247
    From this org
    $0
    From related orgs
    $580,510
    Other
    $39,737
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $396,831 related
    Bonus
    $0 + $149,219 related
    Other
    $0 + $34,460 related
    Deferred
    $0 + $8,400 related
    Nontaxable benefits
    $0 + $31,337 related
    Filer's total
    $0 + $620,247 related

  • Eric Smith

    Board Member (Beg 05/2024), CFO Ambulatory Finance - BSMH

    Total calculated
    $1,011,638
    From this org
    $0
    From related orgs
    $854,751
    Other
    $156,887
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $479,818 related
    Bonus
    $0 + $194,459 related
    Other
    $0 + $180,474 related
    Deferred
    $0 + $117,398 related
    Nontaxable benefits
    $0 + $39,489 related
    Filer's total
    $0 + $1,011,638 related

  • Henry West MD

    Board Member (Beg 01/24), Surgeon - RSFPP

    Total calculated
    $590,653
    From this org
    $0
    From related orgs
    $548,163
    Other
    $42,490
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,348 related
    Bonus
    $0 + $38,327 related
    Other
    $0 + $53,488 related
    Deferred
    $0 + $18,171 related
    Nontaxable benefits
    $0 + $24,319 related
    Filer's total
    $0 + $590,653 related

  • John Spratt MD

    Board Member, Physician

    Total calculated
    $950,812
    From this org
    $0
    From related orgs
    $891,404
    Other
    $59,408
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $756,430 related
    Bonus
    $0 + $62,181 related
    Other
    $0 + $72,793 related
    Deferred
    $0 + $18,171 related
    Nontaxable benefits
    $0 + $41,237 related
    Filer's total
    $0 + $950,812 related

  • JOSEPH GAGE JR JD

    Board Member, BSMH Chief HR Officer

    Total calculated
    $1,778,346
    From this org
    $0
    From related orgs
    $1,480,052
    Other
    $298,294
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $662,273 related
    Bonus
    $0 + $303,480 related
    Other
    $0 + $514,299 related
    Deferred
    $0 + $257,687 related
    Nontaxable benefits
    $0 + $40,607 related
    Filer's total
    $0 + $1,778,346 related

  • Karen Wrighten

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Kay W Phillips PhD

    Board Member (End 05/24)

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Michael Lutes

    Board Member (Beg 05/2024), Richmond Market President - BSMH

    Total calculated
    $1,433,183
    From this org
    $0
    From related orgs
    $1,113,136
    Other
    $320,047
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $679,087 related
    Bonus
    $0 + $275,500 related
    Other
    $0 + $158,549 related
    Deferred
    $0 + $275,708 related
    Nontaxable benefits
    $0 + $44,339 related
    Filer's total
    $0 + $1,433,183 related

  • Roberta Pinckney

    Board Member (End 05/24)

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Susan Datta MD

    Board Member (End 12/24), Internist - RSFPP

    Total calculated
    $432,813
    From this org
    $0
    From related orgs
    $415,338
    Other
    $17,475
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $260,723 related
    Bonus
    $0 + $98,344 related
    Other
    $0 + $56,271 related
    Deferred
    $0 + $16,952 related
    Nontaxable benefits
    $0 + $523 related
    Filer's total
    $0 + $432,813 related

  • Wael Haidar MD

    Board Member, BSMH CHIEF CLINICAL OFFICER

    Total calculated
    $2,539,165
    From this org
    $0
    From related orgs
    $1,988,113
    Other
    $551,052
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $840,737 related
    Bonus
    $0 + $414,229 related
    Other
    $0 + $733,147 related
    Deferred
    $0 + $529,255 related
    Nontaxable benefits
    $0 + $21,797 related
    Filer's total
    $0 + $2,539,165 related

  • Brad Grosteffon

    Interim CFO/Treasurer (End 08/24)

    Total calculated
    $584,779
    From this org
    $0
    From related orgs
    $519,231
    Other
    $65,548
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $312,985 related
    Bonus
    $0 + $156,010 related
    Other
    $0 + $50,236 related
    Deferred
    $0 + $32,985 related
    Nontaxable benefits
    $0 + $32,563 related
    Filer's total
    $0 + $584,779 related

  • Joseph DeLeon

    President/CEO RSFH (Beg 08/24)

    Total calculated
    $602,447
    From this org
    $0
    From related orgs
    $532,392
    Other
    $70,055
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,831 related
    Bonus
    $0 + $200,000 related
    Other
    $0 + $60,561 related
    Deferred
    $0 + $58,129 related
    Nontaxable benefits
    $0 + $11,926 related
    Filer's total
    $0 + $602,447 related

  • Rebecca Tucker

    CFO/Treasurer (Beg 08/24)

    Total calculated
    $262,074
    From this org
    $0
    From related orgs
    $234,228
    Other
    $27,846
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $140,431 related
    Bonus
    $0 + $65,000 related
    Other
    $0 + $28,797 related
    Deferred
    $0 + $27,476 related
    Nontaxable benefits
    $0 + $370 related
    Filer's total
    $0 + $262,074 related

  • Bree Maddray

    Lead RN Clinical Research

    Total calculated
    $182,705
    From this org
    $139,476
    From related orgs
    $0
    Other
    $43,229
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $115,274
    Bonus
    $1,347
    Other
    $22,855
    Deferred
    $6,715
    Nontaxable benefits
    $36,514
    Filer's total
    $182,705

  • Julia Johnson

    Research Manager

    Total calculated
    $131,168
    From this org
    $108,644
    From related orgs
    $0
    Other
    $22,524
    Hours/week
    40

  • Brian Cuddy MD

    Former Chairperson, Neurosurgeon - RSFPP

    Total calculated
    $1,185,598
    From this org
    $0
    From related orgs
    $1,129,716
    Other
    $55,882
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,051,392 related
    Bonus
    $0
    Other
    $0 + $78,324 related
    Deferred
    $0 + $18,171 related
    Nontaxable benefits
    $0 + $37,711 related
    Filer's total
    $0 + $1,185,598 related

  • Jeffrey DiLisi

    Former President/CEO RSFH

    Total calculated
    $2,068,411
    From this org
    $0
    From related orgs
    $2,056,692
    Other
    $11,719
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $425,984 related
    Other
    $0 + $1,630,708 related
    Deferred
    $0 + $10,350 related
    Nontaxable benefits
    $0 + $1,369 related
    Filer's total
    $0 + $2,068,411 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4a Severance or change-of-control payment
Severance Benefits consisting of continuation of base salary and insurance benefits were provided to listed individuals for specified periods. The listed individuals executed releases and waivers of claims in exchange for the severance benefits. Salary continuation amounts provided during the reporting year to listed individuals were as follows: Jeffrey Dilisi, $800,000.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
The Roper St. Francis Healthcare 457(f) Plan's purpose is to offer eligible employees of the employer deferred compensation benefits to supplement Eligible Employees' retirement income. The Plan is intended to be a top-hat plan (i.e. an unfunded deferred compensation plan maintained for certain members of a select group of management or highly compensated employees). THOSE PAYMENTS THAT ARE NOT YET VESTED DUE TO SUBSTANTIAL RISK OF FORFEITURE ARE INCLUDED IN SCHEDULE J, COLUMN (C) IN ACCORDANCE WITH IRS INSTRUCTIONS. AMOUNTS INCLUDIBLE AS TAXABLE COMPENSATION IN SCHEDULE J, COLUMN (B)(III) FOR LISTED INDIVIDUALS DUE TO SERP PARTICIPATION IN THE REPORTING YEAR WERE AS FOLLOWS: Jeffrey DiLisi, MD, $357,728; Rebecca Tucker, $0; Megan Baker, MD, $0.
Schedule J, Part I, Line 4b Terms and conditions of the Bon Secours Mercy Health System SERP
The Bon Secours Mercy Health System SERP is a non-qualified deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. The plan provides for annual credits of a specified percentage of an eligible participants base salary paid in a plan year and interest credits. Plan participants vest in plan credits after completing a three year class vesting schedule or earlier for death or total disability or reaching age 60 while employed, or due to involuntary separation of employment other than for cause. THOSE PAYMENTS THAT ARE NOT YET VESTED DUE TO SUBSTANTIAL RISK OF FORFEITURE ARE INCLUDED IN SCHEDULE J, COLUMN (C) IN ACCORDANCE WITH IRS INSTRUCTIONS. Payments during employment are made for required tax withholding and reduce the participants account balance. Distribution of the vested account balance in a lump sum occurs after termination of employment. Amounts includible as taxable compensation IN SCHEDULE J, COLUMN (B)(III) for listed individuals due to SERP participation in the reporting year were as follows: Brian Yanofchick, $89,154; Joseph Gage, Jr., JD, $138,734; Wael Haidar, MD, $185,122; Brad Grosteffon, $26,158; Eric Smith, $53,328; Michael Lutes, $0; Cheryl Dalton-Norman, $0.
Schedule J, Part I, Line 4b Terms and conditions of the Mercy Health SERP
The Mercy Health SERP plan is a deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. The plan is no longer accepting new participants and cessation of contributions has occurred. It provides annual credits of a specified percentage of compensation and annual interest credits. Participants vest 50%, 75%, and 100% in their accounts after 5, 6, and 7 years of service, respectively. Vesting occurs earlier for death or total disability or reaching age 60 while employed, or involuntary termination of employment within 24 months after a change in control of the organization or due to position elimination. Payments during employment are made for required tax withholding. Payment of the vested account balance in a lump sum occurs after termination of employment. Amounts includable as taxable compensation for listed individuals due to SERP participation in the reporting year were as follows: Joseph Gage, Jr. $0.
Schedule J, Part I, Line 7 NON-FIXED PAYMENTS
Goals are developed each year to support the Organization's strategic initiatives for people, quality, financial, growth and service. The Ad Hoc Compensation Committee approves the system goals annually and reports it to the full Board of Directors. Progress on each metric is reported to the Board each month on the corporate scorecard. At year-end, the Ad Hoc Compensation Committee approves the final scorecard number and reports results to the full Board. Annual incentives for the executives are based 60% on the corporate scorecard and 40% on individual performance. Executives maintain an individual scorecard on the leader evaluation manager and discuss results monthly with the President/CEO. The President/CEO approves the individual executive scorecard.

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
2024
Filed
6 November 2025
IRS schema version
2024v5.1
Source object
202503109349302650

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