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← SSM HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by SSM HEALTH FOUNDATION.

Totals

Total revenue
$2,133,759
Total expenses
$475,847
Contributions and grants received
$2,133,759
Grants paid
$475,592
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$5,209,723
Total liabilities, end of year
$220,592
Net assets or fund balances, end of year
$4,989,131
Program services expenses (Part IX)
$475,847
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$475,847

Program services were 100.0% 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.

  • 1f · All other contributions, gifts and grants

    $2,133,759

  • 1g · Noncash contributions included above

    $2,002,350

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $475,592 · program services $475,592

  • 24a · Other expenses: BANK CHARGES

    total $255 · program services $255

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,331,219 · end of year $5,209,723

  • 25 · Other liabilities

    beginning of year $0 · end of year $220,592

  • 28 · Net assets with donor restrictions

    beginning of year $3,331,219 · end of year $4,989,131

Mission and programs · 2023

Mission

THROUGH OUR EXCEPTIONAL HEALTH CARE SERVICES, WE REVEAL THE HEALING PRESENCE OF GOD.

Activities or mission (Part I)

TO SUPPORT THE HEALTH CARE AND WELLNESS INITIATIVES OF SSM HEALTH HOSPITALS.

  • PROVIDE FUNDING TO SUPPORT THE HEALTHCARE AND WELLNESS INITIATIVES OF VARIOUS SSM HEALTH HOSPITALS. PLEASE SEE SCHEDULE O FOR A COMPLETE DESCRIPTION OF SIGNIFICANT PROGRAM SERVICE ACCOMPLISHMENTS.

    Expenses $475,847 · Grants $475,592

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Patrick McCruden

    DIRECTOR

    Total calculated
    $1,264,082
    From this org
    $0
    From related orgs
    $794,349
    Other
    $469,733
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $421,161 related
    Bonus
    $0 + $275,331 related
    Other
    $0 + $97,857 related
    Deferred
    $0 + $439,577 related
    Nontaxable benefits
    $0 + $30,156 related
    Filer's total
    $0 + $1,264,082 related

  • Douglas Long

    DIRECTOR

    Total calculated
    $2,202,252
    From this org
    $0
    From related orgs
    $1,425,239
    Other
    $777,013
    Hours/week
    1 + 72.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $759,270 related
    Bonus
    $0 + $495,539 related
    Other
    $0 + $170,430 related
    Deferred
    $0 + $753,634 related
    Nontaxable benefits
    $0 + $23,379 related
    Filer's total
    $0 + $2,202,252 related

  • John Nguyen

    DIRECTOR

    Total calculated
    $1,987,636
    From this org
    $0
    From related orgs
    $1,225,872
    Other
    $761,764
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $755,294 related
    Bonus
    $0 + $434,924 related
    Other
    $0 + $35,654 related
    Deferred
    $0 + $739,244 related
    Nontaxable benefits
    $0 + $22,520 related
    Filer's total
    $0 + $1,987,636 related

  • Randy Combs

    DIRECTOR, PART YEAR

    Total calculated
    $3,420,428
    From this org
    $0
    From related orgs
    $2,182,354
    Other
    $1,238,074
    Hours/week
    1 + 69 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,242,308 related
    Bonus
    $0 + $669,269 related
    Other
    $0 + $270,777 related
    Deferred
    $0 + $1,203,989 related
    Nontaxable benefits
    $0 + $34,085 related
    Filer's total
    $0 + $3,420,428 related

  • Steve Smoot

    DIRECTOR, COO OF SSM HEALTH

    Total calculated
    $3,258,847
    From this org
    $0
    From related orgs
    $2,054,358
    Other
    $1,204,489
    Hours/week
    1 + 65 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,173,646 related
    Bonus
    $0 + $737,192 related
    Other
    $0 + $143,520 related
    Deferred
    $0 + $1,164,125 related
    Nontaxable benefits
    $0 + $40,364 related
    Filer's total
    $0 + $3,258,847 related

  • Kevin Smith

    DIRECTOR - PART YEAR

    Total calculated
    $318,920
    From this org
    $0
    From related orgs
    $219,586
    Other
    $99,334
    Hours/week
    1 + 69 related

    Schedule J breakdown matched by us

    Base
    $0 + $117,134 related
    Bonus
    $0 + $102,320 related
    Other
    $0 + $132 related
    Deferred
    $0 + $96,255 related
    Nontaxable benefits
    $0 + $3,079 related
    Filer's total
    $0 + $318,920 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

  • 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)

SCHEDULE J PART I, LINE 3
ARRANGEMENT USED TO ESTABLISH COMPENSATION THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL (PRESIDENT - FOUNDATION) IS COMPENSATED BY A RELATED ORGANIZATION THAT UTILIZES THAT UTILIZES THE FOLLOWING TO DETERMINE COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY; (3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
SCHEDULE J PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT 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 EXECUTE 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: STEVE SMOOT $249,972 RANDALL COMBS $261,633 DOUGLAS LONG $161,286 JOHN NGUYEN $159,731 PATRICK MCGRUDEN $91,353 KEVIN SMITH $95,493 THE FOLLOWING INDIVIDUALS LISTED ON PARY 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. STEVE SMOOT $140,898 JOHN NGUYEN $34,514

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.

  • SSM ST JOSEPH ENDOSCOPY CENTER LLC

    SURGERY SERVICES · MO

  • ST CLARE IMAGING SERVICES LLC

    DIAG. SERVICES · WI

  • MT VERNON RADIATION THERAPY CENTER LLC

    RADIATION THERAPY · IL · general or managing partner

  • SLEEP & NEUROLOGY CENTER OF SOUTHERN ILLINOIS LLC

    DIAG. SERVICES · IL

  • CHOWSMGSI OFFICE BUILDING LLC

    MOB · IL

  • OZA CANCER CENTER LLC

    MOB · IL

  • SHAWNEE REAL ESTATE HOLDINGS LLC

    MOB · OK

  • DEAN CLINIC & ST MARY'S HOSPITAL ACCOUNTABLE CARE ORGANIZATION LLC

    ACCOUNTABLE CARE ORGANIZATION · WI

  • WISCONSIN INTEGRATED INFORMATION TECHNOLOGY AND TELEMEDICINE SYSTEMS LLC

    INFORMATION TECHNOLOGY SERVICES · WI

  • WINGRA BUILDING GROUP

    MOB · WI

  • JANESVILLE RIVERVIEW CLINIC BUILDING PARTNERSHIP

    MOB · WI

  • 1110 N CLASSEN BLVD LLC

    MOB · OK · general or managing partner

  • SSM ST CLARE SURGICAL CENTER LLC

    SURGERY SERVICES · MO

  • WINDMILL LLP

    INVESTMENTS · MO

  • NAVITUS HEALTH SOLUTIONS LLC

    PHARMACY BENEFIT MANAGEMENT · WI

  • SSM SELECT REHAB ST LOUIS LLC

    HEALTH CARE · DE

  • EPIPHANY RX LLC

    PHARMACY BENEFIT MANAGEMENT · DE

  • RXPRECHECK LL

    PHARMACY BENEFIT MANAGEMENT · TN

  • ARCHIMEDES LLC

    PHARMACY BENEFIT MANAGEMENT · TN

  • BLOOM TREE LONG-ONLY FUND QP LP FKA BLOOM TREE PONDEROSA FUNDS QP LP

    INVESTMENTS · DE

  • NECICF II AIV2-B LP

    INVESTMENTS · DE

  • BISON CAPITAL PARTNERS VI-A LP

    INVESTMENTS · DE

Related corporations and trusts

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

  • SSM MANAGED CARE ORGANIZATION LLC

    C · HEALTH PROMOTION · MO

  • FPP INC & SUBS

    C · HEALTH CARE · MO

  • DIVERSIFIED HEALTH SERVICES CORP

    C · MEDICAL EQUIPMENT · MO

  • SSM PROPERTIES INC

    C · PROPERTY SERVICES · MO

  • HEALTHFIRST PHYSICIAN MANAGEMENT SERVICES

    C · MEDICAL SERVICES · OK

  • SSMHC LIABILITY TRUST II

    C · INSURANCE · MO

  • SSM MEDICAL GROUP INC

    C · PHYSICIAN OFFICES · MO

  • SSMHC INSURANCE COMPANY

    C · INSURANCE · CJ

  • PHYSICIANS SERVICES CORP OF SOUTHERN ILLINOIS INC

    C · HEALTH CARE · IL

  • DEAN HEALTH SYSTEMS INC

    C · PHYSICIAN OFFICES · WI

  • DEAN RETAIL SERVICES INC

    C · PROPERTY SERVICES · WI

  • SSM HEALTH JANESVILLE CAMPUS CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOCIATION · WI

  • SSM HEALTH PHARMACY LLC

    C · PHARMACY · MO

  • NAVITUS HOLDINGS LLC

    C · PHARMACY · WI

  • MS COMMUNITY JV LLC

    C · INSURANCE · DE

  • QUALITY DRUG CORPORATION

    C · PHARMACY BENEFITS · CA

  • ST MARY'S HOSPITAL CAMPUS CONDOMINIUM OWNERS ASSOCIATION INC

    C · CONDO ASSOCIATION · WI

  • PARTNERS GROUP PMC PRIVATE CREDIT LP

    C · INVESTMENT · CJ

  • OMNINHEALTH HOLDINGS

    C · HEALTH CARE CONSULTING · DE

  • PARTNERS GROUP PMC PRIVATE CREDIT LP

    C · INVESTMENT · CJ

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202423209349315787

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