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Nonprofiteer
← ST JOSEPH MANOR

Form 990 for tax year 2022

Filed by ST JOSEPH MANOR.

Totals

Total revenue
$9,698,947
Total expenses
$9,542,975
Contributions and grants received
$847,056
Grants paid
$0
Program service revenue
$7,758,808
Investment income
$0
Other revenue
$1,093,083
Total assets, end of year
$18,237,373
Total liabilities, end of year
$24,437,161
Net assets or fund balances, end of year
-$6,199,788
Program services expenses (Part IX)
$8,322,718
Management and general expenses
$1,220,257
Fundraising expenses
$0
Program service expenses (Part III)
$8,322,718

Program services were 87.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • T DOUGLAS LAWSON PHD

    CEO CHI TEXAS DIV. / EX-OFFICIO TRUSTEE

    Total calculated
    $2,462,273
    From this org
    $0
    From related orgs
    $2,252,440
    Other
    $209,833
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,063,853 related
    Bonus
    $0 + $998,886 related
    Other
    $0 + $189,701 related
    Deferred
    $0 + $187,354 related
    Nontaxable benefits
    $0 + $22,479 related
    Filer's total
    $0 + $2,462,273 related

  • JAMES WHITE MD

    BOARD MEMBER

    Total calculated
    $1,179,221
    From this org
    $0
    From related orgs
    $1,123,306
    Other
    $55,915
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,121,374 related
    Bonus
    $0
    Other
    $0 + $1,932 related
    Deferred
    $0 + $18,075 related
    Nontaxable benefits
    $0 + $37,840 related
    Filer's total
    $0 + $1,179,221 related

  • THERON PARK

    FORMER MARKET PRESIDENT

    Total calculated
    $1,082,465
    From this org
    $0
    From related orgs
    $1,068,631
    Other
    $13,834
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $143,618 related
    Bonus
    $0
    Other
    $0 + $925,013 related
    Deferred
    $0 + $8,648 related
    Nontaxable benefits
    $0 + $5,186 related
    Filer's total
    $0 + $1,082,465 related

  • MICHAEL STEINES MD

    BOARD MEMBER

    Total calculated
    $697,121
    From this org
    $0
    From related orgs
    $651,515
    Other
    $45,606
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $647,903 related
    Bonus
    $0
    Other
    $0 + $3,612 related
    Deferred
    $0 + $16,841 related
    Nontaxable benefits
    $0 + $28,765 related
    Filer's total
    $0 + $697,121 related

  • KIA PARSI MD

    FORMER INTERIM PRES/CEO, EX-OFFICIO TRUSTEE

    Total calculated
    $587,462
    From this org
    $0
    From related orgs
    $535,981
    Other
    $51,481
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $455,889 related
    Bonus
    $0 + $76,908 related
    Other
    $0 + $3,184 related
    Deferred
    $0 + $17,925 related
    Nontaxable benefits
    $0 + $33,556 related
    Filer's total
    $0 + $587,462 related

  • RICARDO DIAZ

    FORMER COO

    Total calculated
    $416,817
    From this org
    $0
    From related orgs
    $365,993
    Other
    $50,824
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $314,360 related
    Bonus
    $0 + $50,105 related
    Other
    $0 + $1,528 related
    Deferred
    $0 + $17,874 related
    Nontaxable benefits
    $0 + $32,950 related
    Filer's total
    $0 + $416,817 related

  • MARK REIFSTECK

    CEO/PRESIDENT (THRU 1/2023)

    Total calculated
    $361,493
    From this org
    $0
    From related orgs
    $361,493
    Other
    $0
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $361,493 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $361,493 related

  • LAURA SURVANT

    FORMER VP OF FINANCE

    Total calculated
    $230,085
    From this org
    $0
    From related orgs
    $206,859
    Other
    $23,226
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $186,878 related
    Bonus
    $0 + $18,872 related
    Other
    $0 + $1,109 related
    Deferred
    $0 + $12,662 related
    Nontaxable benefits
    $0 + $10,564 related
    Filer's total
    $0 + $230,085 related

  • KEVIN WALTERS

    MARKET VP FINANCE

    Total calculated
    $222,658
    From this org
    $0
    From related orgs
    $220,605
    Other
    $2,053
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $192,074 related
    Bonus
    $0
    Other
    $0 + $28,531 related
    Deferred
    $0 + $1,089 related
    Nontaxable benefits
    $0 + $964 related
    Filer's total
    $0 + $222,658 related

  • BRENDA KOCMAN

    CLINICAL PHARMACIST

    Total calculated
    $187,394
    From this org
    $13,047
    From related orgs
    $134,637
    Other
    $39,710
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $13,047 + $133,200 related
    Bonus
    $0 + $400 related
    Other
    $0 + $1,037 related
    Deferred
    $0 + $9,148 related
    Nontaxable benefits
    $696 + $29,866 related
    Filer's total
    $13,743 + $173,651 related

  • TAMMY SIMMONS

    DIRECTOR-NURSING

    Total calculated
    $177,690
    From this org
    $134,570
    From related orgs
    $0
    Other
    $43,120
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $118,478
    Bonus
    $12,884
    Other
    $3,208
    Deferred
    $9,325
    Nontaxable benefits
    $33,795
    Filer's total
    $177,690

  • APRIL OWENS

    ASST DIRECTOR NURSING

    Total calculated
    $134,468
    From this org
    $104,602
    From related orgs
    $0
    Other
    $29,866
    Hours/week
    40

  • KELLYE BAGGERLY

    RN

    Total calculated
    $127,226
    From this org
    $114,372
    From related orgs
    $0
    Other
    $12,854
    Hours/week
    40

  • JANNETTE DISCHER

    RN

    Total calculated
    $119,126
    From this org
    $103,156
    From related orgs
    $0
    Other
    $15,970
    Hours/week
    40

  • PAUL GOEN MD

    CHIEF OF MEDICAL STAFF (THROUGH

    Total calculated
    $7,313
    From this org
    $0
    From related orgs
    $7,313
    Other
    $0
    Hours/week
    1 + 7 related

  • ANTONIO ARREOLA-RISA PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • FRANK ASHLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • KAREN BOONE RN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • BRYAN COLE PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • CHARLES ELLISON

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • GINA FLORES

    BOARD MEMBER (PARTIAL YEAR)

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • CAROLINE MCDONALD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • MARCIA ORY PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • MARK SCARMARDO

    BOARD MEMBER (PARTIAL YEAR)

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • JOHN SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • SR NANCY SURMA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • ROBERT UPCHURCH

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • JAMIE SOUTH

    CHIEF OF MEDICAL STAFF

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • MICHAEL O'QUINN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • KIM SHAW

    CEO

    Total calculated
    $0
    Hours/week
    1 + 50 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:
DURING THE CALENDAR YEAR 2022, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY ST. LUKE'S HEALTH SYSTEM CORPORATION, A RELATED ORGANIZATION. ST. LUKE'S HEALTH SYSTEM CORPORATION USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4A:
CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 WEEKS TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. THE FOLLOWING REPORTABLE INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE 2022 CALENDAR YEAR, AND THESE SEVERANCE PAYMENTS WERE INCLUDED IN THE INDIVIDUALS' W-2 INCOME AND REPORTABLE COMPENSATION ON PART VII AND SCHEDULE J, PART II, COLUMN (B)(III): THERON PARK $828,260.88
PART I, LINE 4B:
DURING THE 2022 CALENDAR YEAR, COMMONSPIRIT HEALTH ("COMMONSPIRIT") MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR DIVISION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DURING 2022 THE FOLLOWING DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: THERON PARK $92,489; T. DOUGLAS LAWSON $174,690 DUE TO THE "SUPER" VESTING RULES UNDER COMMONSPIRIT'S DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2022 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II. INCLUDE IF APPLICABLE: DURING 2022, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: THERON PARK $4,040
PART II
ST. JOSEPH MANOR FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST COMMONSPIRIT IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE COMMONSPIRIT TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES COMMONSPIRIT SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND COMMONSPIRIT'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL, AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE, REVENUES AND COMPLEXITY. PAYMENTS PURSUANT TO A LONG-TERM FINANCIAL PERFORMANCE GOAL WERE PAID IN CALENDAR YEAR 2022.

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.

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
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202421359349309592

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