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Nonprofiteer
← SSM HEALTH FOUNDATION ST LOUIS

Form 990 for tax year 2023

Filed by SSM HEALTH FOUNDATION ST LOUIS.

Totals

Total revenue
$5,497,623
Total expenses
$5,364,784
Contributions and grants received
$1,815,147
Grants paid
$2,778,791
Program service revenue
$2,899,861
Investment income
$892,721
Other revenue
-$110,106
Total assets, end of year
$33,482,317
Total liabilities, end of year
$571,896
Net assets or fund balances, end of year
$32,910,421
Program services expenses (Part IX)
$2,783,970
Management and general expenses
$0
Fundraising expenses
$2,580,814
Program service expenses (Part III)
$2,783,970

Program services were 51.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LOU BROCK JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JACOB BROOKS

    TRUSTEE/HOSP PRES-ST. JOSEPH

    Total calculated
    $46,843
    From this org
    $0
    From related orgs
    $34,710
    Other
    $12,133
    Hours/week
    1 + 50 related

  • STEVEN SCOTT

    TRUSTEE/HOSP PRES-SLUH & ST. MARY

    Total calculated
    $1,148,728
    From this org
    $0
    From related orgs
    $864,967
    Other
    $283,761
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $588,529 related
    Bonus
    $0 + $208,287 related
    Other
    $0 + $68,151 related
    Deferred
    $0 + $270,296 related
    Nontaxable benefits
    $0 + $13,465 related
    Filer's total
    $0 + $1,148,728 related

  • DARREN CLAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR JEROME DWYER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEREMY FOTHERINGHAM

    TRUSTEE/REG PRES-ST. LOUIS

    Total calculated
    $1,813,400
    From this org
    $0
    From related orgs
    $1,125,814
    Other
    $687,586
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $789,865 related
    Bonus
    $0 + $334,239 related
    Other
    $0 + $1,710 related
    Deferred
    $0 + $648,534 related
    Nontaxable benefits
    $0 + $39,052 related
    Filer's total
    $0 + $1,813,400 related

  • TINA GARRISON

    TRUSTEE/REGIONAL COO-ST. LOUIS

    Total calculated
    $956,018
    From this org
    $0
    From related orgs
    $689,730
    Other
    $266,288
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $533,210 related
    Bonus
    $0 + $122,385 related
    Other
    $0 + $34,135 related
    Deferred
    $0 + $240,884 related
    Nontaxable benefits
    $0 + $25,404 related
    Filer's total
    $0 + $956,018 related

  • KYLE GRATE

    TRUSTEE/HOSP PRES-ST. CLARE

    Total calculated
    $649,089
    From this org
    $0
    From related orgs
    $455,072
    Other
    $194,017
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $364,929 related
    Bonus
    $0 + $78,569 related
    Other
    $0 + $11,574 related
    Deferred
    $0 + $161,485 related
    Nontaxable benefits
    $0 + $32,532 related
    Filer's total
    $0 + $649,089 related

  • DEBORAH GRAVES

    TRUSTEE/HOSP PRES-ST. JOSEPH LSL

    Total calculated
    $593,413
    From this org
    $0
    From related orgs
    $523,925
    Other
    $69,488
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $435,979 related
    Bonus
    $0 + $38,389 related
    Other
    $0 + $49,557 related
    Deferred
    $0 + $47,286 related
    Nontaxable benefits
    $0 + $22,202 related
    Filer's total
    $0 + $593,413 related

  • CONSTANCE GULLY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KEVIN GUNN

    TRUSTEE & CHAIR

    Total calculated
    $0
    Hours/week
    1

  • GREG HESSER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARION KELLY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT L KOESTER

    TRUSTEE & TREASURER

    Total calculated
    $0
    Hours/week
    1

  • AMPARO KOLLMAN-MOORE

    TRUSTEE & SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • STEVEN LIERMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EVAN MCGINNIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KEN NAUMANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE NISCHBACH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN NEWMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GEORGE OBERNAGEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID ORTHWEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL PROST

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HENRY RANDALL

    TRUSTEE/PHYSICIAN-SLUH

    Total calculated
    $699,994
    From this org
    $0
    From related orgs
    $665,864
    Other
    $34,130
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $651,732 related
    Bonus
    $0 + $6,608 related
    Other
    $0 + $7,524 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $24,230 related
    Filer's total
    $0 + $699,994 related

  • WILLIAM SCHROER

    TRUSTEE/PHYSICIAN-DEPAUL

    Total calculated
    $1,232,379
    From this org
    $0
    From related orgs
    $1,187,207
    Other
    $45,172
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,179,394 related
    Bonus
    $0
    Other
    $0 + $7,813 related
    Deferred
    $0 + $19,050 related
    Nontaxable benefits
    $0 + $26,122 related
    Filer's total
    $0 + $1,232,379 related

  • EMERY SKOLFIELD

    TRUSTEE & CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANTHONY SOUKENIK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KIRK SYBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GUY VENEZIA

    TRUSTEE/PHYSICIAN-ST.CLARE

    Total calculated
    $316,113
    From this org
    $0
    From related orgs
    $275,966
    Other
    $40,147
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,798 related
    Bonus
    $0
    Other
    $0 + $2,168 related
    Deferred
    $0 + $21,928 related
    Nontaxable benefits
    $0 + $18,219 related
    Filer's total
    $0 + $316,113 related

  • GARY WELKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHARITA KYLES WILSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PAUL ROSS

    PRESIDENT - FOUNDATION

    Total calculated
    $450,132
    From this org
    $0
    From related orgs
    $363,532
    Other
    $86,600
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $308,304 related
    Bonus
    $0 + $37,975 related
    Other
    $0 + $17,253 related
    Deferred
    $0 + $74,880 related
    Nontaxable benefits
    $0 + $11,720 related
    Filer's total
    $0 + $450,132 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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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
SEVERAL INDIVIDUALS LISTED ON PART VII, SECTION A, RECEIVED TAX INDEMNIFICATION/GROSS UP PAYMENTS IN 2022, WHICH WERE INCLUDED IN THEIR TAXABLE COMPENSATION.
PART I, LINE 3
THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL (PRESIDENT- FOUNDATION) IS COMPENSATED BY A RELATED ORGANIZATION THAT UTILIZES THE FOLLOWING TO DETERMINE COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY; (3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4B
PENSION RESTORATION PLAN: SSM HEALTH (SSMH) PROVIDES THIS SUPPLEMENTAL DEFINED BENEFIT NONQUALIFIED RETIREMENT PLAN TO ANY EMPLOYEE WHO IS A PARTICIPANT IN THE SSMH QUALIFIED DEFINED BENEFIT PLAN WHO EARNS OVER THE INTERNAL REVENUE SERVICE COMPENSATION LIMIT. THE PLAN "RESTORES" THE BENEFITS TO THESE EMPLOYEES THAT WOULD HAVE BEEN PROVIDED UNDER THE SSMH QUALIFIED PLAN IF THE REGULATIONS DID NOT IMPOSE COMPENSATION LIMITS. AN INDIVIDUAL CAN TAKE A DISTRIBUTION FROM THE PLAN AT (1) AGE 65 OR OLDER IF THE INDIVIDUAL IS STILL EMPLOYED BY SSMH OR (2) AGE 55 OR OLDER IF THE INDIVIDUAL IS NO LONGER EMPLOYED BY SSMH. NO INDIVIDUALS LISTED ON PART VII OF FORM 990 RECEIVED DISTRIBUTIONS FROM THE PLAN IN 2023. CAPITAL ACCUMULATION PLAN: SSMH PROVIDES THIS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO EXECUTIVE LEVEL EMPLOYEES. THE ORGANIZATION CONTRIBUTED A PERCENTAGE OF THE EMPLOYEE'S BASE SALARY INTO THEIR CHOICE OF A SELECT LIST OF INVESTMENTS. THE DEPOSITS AND EARNINGS OF THE PLAN ARE OWNED BY SSMH AND ARE TAX-DEFERRED UNTIL A DISTRIBUTION IS MADE TO THE EMPLOYEE. IN ADDITION, THE PLAN HAS SPECIAL SAFEGUARDS IN PLACE TO PROTECT THE FUNDS FROM CONTINGENCIES, OTHER THAN INSOLVENCY. FOR CONTRIBUTIONS MADE TO THE PLAN IN 2014 OR AFTER, THE DISTRIBUTION WILL OCCUR AFTER THE COMPLETION OF FOUR PLAN YEARS FOR ALL EXECUTIVES THAT ARE STILL ACTIVELY EMPLOYED ON THE DISTRIBUTION DATE. ANY ACTIVE PARTICIPANT 65 YEARS OR OLDER WILL RECEIVE THE CONTRIBUTION IN THE CURRENT YEAR. THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DEFERRALS FROM THIS PLAN IN 2023: STEVEN SCOTT - $58,802 JEREMY FOTHERINGHAM - $158,615 TINA GARRISON - $ 52,767 KYLE GRATE - $35,602 DEBORAH GRAVES - $37,936 GUY VENEZIA - $4,699 PAUL ROSS - $13,922 THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DISTRIBUTIONS FROM THIS PLAN IN 2023. ALL DISTRIBUTIONS RECEIVED FROM THE PLAN IN THE CURRENT YEAR WERE INCLUDED IN THE INDIVIDUAL'S TAXABLE COMPENSATION. TINA GARRISON - $32,465 PAUL ROSS - $ 15,674 KYLE GRATE - 10,690

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
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202443209349315804

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