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← ST ROSE DOMINICAN HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by ST ROSE DOMINICAN HEALTH FOUNDATION.

Totals

Total revenue
$32,200,776
Total expenses
$32,474,134
Contributions and grants received
$31,240,377
Grants paid
$29,350,433
Program service revenue
$0
Investment income
$1,162,714
Other revenue
-$202,315
Total assets, end of year
$32,124,784
Total liabilities, end of year
$3,343,263
Net assets or fund balances, end of year
$28,781,521
Program services expenses (Part IX)
$29,350,433
Management and general expenses
$2,215,881
Fundraising expenses
$907,820
Program service expenses (Part III)
$29,350,433

Program services were 90.4% 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.

  • 1a · Federated campaigns

    $1,874,642

  • 1c · Fundraising events

    $554,551

  • 1d · Related organizations

    $3,543,571

  • 1f · All other contributions, gifts and grants

    $25,267,613

  • 1g · Noncash contributions included above

    $57,404

  • 3 · Investment income

    total $425,270 · excluded $425,270

  • 7a · Gross sales of assets other than inventory

    securities $26,332,837

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

    securities $25,595,393

  • 7c · Gain or loss

    securities $737,444

  • 7d · Net gain or loss

    total $737,444 · excluded $737,444

  • 8a · Fundraising events: gross income

    $334,655

  • 8a · Fundraising events: contributions included on line 1c

    $554,551

  • 8b · Fundraising events: direct expenses

    $545,600

  • 8c · Net income from fundraising events

    total -$210,945 · excluded -$210,945

  • 9a · Gaming: gross income

    $8,630

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $8,630 · excluded $8,630

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $29,350,433 · program services $29,350,433

  • 11d · Fees: lobbying

    total $51 · management and general $51

  • 11e · Fees: professional fundraising services

    total $25,424 · fundraising $25,424

  • 11f · Fees: investment management

    total $73,326 · management and general $73,326

  • 11g · Fees: other

    total $2,524,820 · management and general $2,054,627 · fundraising $470,193

  • 12 · Advertising and promotion

    total $49,640 · management and general $3,774 · fundraising $45,866

  • 13 · Office expenses

    total $32,308 · management and general $15,520 · fundraising $16,788

  • 14 · Information technology

    total $6,722 · management and general $6,722

  • 17 · Travel

    total $46,362 · management and general $46,362

  • 19 · Conferences, conventions and meetings

    total $9,316 · management and general $7,097 · fundraising $2,219

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $188,974 · management and general $4,294 · fundraising $184,680

  • 24b · Other expenses: DONOR CULTIVATION/RECOG

    total $156,603 · fundraising $156,603

  • 24c · Other expenses: EMPLOYEE APPAREL

    total $5,069 · management and general $3,870 · fundraising $1,199

  • 24d · Other expenses: FOOD

    total $1,148 · management and general $28 · fundraising $1,120

  • 24e · All other expenses

    total $3,938 · management and general $210 · fundraising $3,728

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,638,449 · end of year $3,347,620

  • 3 · Pledges and grants receivable

    beginning of year $1,226,675 · end of year $2,928,309

  • 9 · Prepaid expenses and deferred charges

    beginning of year $90,113 · end of year $94,619

  • 11 · Investments: publicly traded securities

    beginning of year $11,050,545 · end of year $9,441,928

  • 12 · Investments: other securities

    beginning of year $16,343,970 · end of year $15,724,796

  • 15 · Other assets

    beginning of year $472,201 · end of year $587,512

  • 17 · Accounts payable and accrued expenses

    beginning of year $236,395 · end of year $284,834

  • 18 · Grants payable

    beginning of year $5,159,017 · end of year $2,446,152

  • 25 · Other liabilities

    beginning of year $295,193 · end of year $612,277

  • 27 · Net assets without donor restrictions

    beginning of year $7,690,273 · end of year $2,473,658

  • 28 · Net assets with donor restrictions

    beginning of year $20,441,075 · end of year $26,307,863

Mission and programs · 2023

Mission

TO PROVIDE PHILANTHROPIC SUPPORT TO DIGNITY HEALTH (DBA: ST. ROSE DOMINICAN HOSPITAL) IN ORDER TO FURTHER THE HOSPITAL'S MISSION TO OFFER QUALITY, COMPASSIONATE CARE. THE FOUNDATION'S SUPPORT ALLOWS THE HOSPITALS TO FURTHER THEIR MISSION BY MAKING THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.

Activities or mission (Part I)

TO PROVIDE SUPPORT SERVICES TO DIGNITY HEALTH (DBA ST. ROSE DOMINICAN HOSPITAL) IN ORDER TO FURTHER THE HOSPITAL'S MISSION TO OFFER QUALITY, COMPASSIONATE CARE.

  • THE FOUNDATION IS AN IRC SEC 509(A)(3) SUPPORTING ORGANIZATION TO DIGNITY HEALTH, DBA ST. ROSE DOMINICAN HOSPITAL ("HOSPITAL"). AS A SUPPORTING ORGANIZATION, THE FOUNDATION OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE HOSPITAL WHICH INCLUDES MAKING PAYMENTS DIRECTLY TO THE HOSPITAL.

    Expenses $29,350,433 · Grants $29,350,433

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

Listed in Part VII

  • JULIE SPRENGEL

    FORMER OFFICER (PRESIDENT)

    Total calculated
    $4,352,464
    From this org
    $0
    From related orgs
    $4,257,621
    Other
    $94,843
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,536,875 related
    Bonus
    $0 + $2,701,713 related
    Other
    $0 + $19,033 related
    Deferred
    $0 + $75,781 related
    Nontaxable benefits
    $0 + $19,061 related
    Filer's total
    $0 + $4,352,463 related

  • JON VAN BOENING

    EX-OFFICIO DIRECTOR (THRU 6/30/24)

    Total calculated
    $1,652,839
    From this org
    $0
    From related orgs
    $1,158,407
    Other
    $494,432
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $576,515 related
    Bonus
    $0 + $300,349 related
    Other
    $0 + $281,543 related
    Deferred
    $0 + $472,689 related
    Nontaxable benefits
    $0 + $21,743 related
    Filer's total
    $0 + $1,652,839 related

  • CHARLES L GUIDA

    FORMER OFFICER(FND PRES THRU 10/2022)

    Total calculated
    $512,960
    From this org
    $0
    From related orgs
    $431,015
    Other
    $81,945
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,530 related
    Bonus
    $0 + $118,961 related
    Other
    $0 + $7,524 related
    Deferred
    $0 + $43,603 related
    Nontaxable benefits
    $0 + $38,342 related
    Filer's total
    $0 + $512,960 related

  • GEORGE RODNEY BUZZAS MD

    DIRECTOR

    Total calculated
    $488,083
    From this org
    $0
    From related orgs
    $426,997
    Other
    $61,086
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $355,146 related
    Bonus
    $0 + $66,395 related
    Other
    $0 + $5,456 related
    Deferred
    $0 + $31,528 related
    Nontaxable benefits
    $0 + $29,558 related
    Filer's total
    $0 + $488,083 related

  • THOMAS BURNS RN BSN MBA

    DIRECTOR

    Total calculated
    $449,362
    From this org
    $0
    From related orgs
    $374,386
    Other
    $74,976
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,208 related
    Bonus
    $0 + $100,684 related
    Other
    $0 + $4,494 related
    Deferred
    $0 + $33,276 related
    Nontaxable benefits
    $0 + $41,701 related
    Filer's total
    $0 + $449,363 related

  • BRIAN KLEVEN

    EX-OFF DIRECTOR/ TREASURER/CFO

    Total calculated
    $448,859
    From this org
    $0
    From related orgs
    $391,994
    Other
    $56,865
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $315,996 related
    Bonus
    $0 + $74,295 related
    Other
    $0 + $1,703 related
    Deferred
    $0 + $26,867 related
    Nontaxable benefits
    $0 + $29,998 related
    Filer's total
    $0 + $448,859 related

  • CHAD WARREN DPP

    EX-OFF/FND PRES & CPO (EFF 10/17/22)

    Total calculated
    $281,551
    From this org
    $0
    From related orgs
    $256,248
    Other
    $25,303
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $233,901 related
    Bonus
    $0 + $21,393 related
    Other
    $0 + $954 related
    Deferred
    $0 + $12,384 related
    Nontaxable benefits
    $0 + $12,919 related
    Filer's total
    $0 + $281,551 related

  • AMARI AULTMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DIANE CARLSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RICK CRAWFORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ANGELA DOHERTY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • HELEN FOLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • A COLLINS HUNSAKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LIBERTY LEAVITT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MEGHAN MCLEAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ERIN MORRISSEY QUINN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KURT OUCHIDA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • HEATHER VAN NESS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DANNY WHITE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MARK WILEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BLAIR BIGELOW

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • DEBRA MILLS

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • ANAND NAIR

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

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)

PART I, LINE 3
THE ORGANIZATION RELIED ON A RELATED ORGANIZATION, COMMONSPIRIT, THAT USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3, TO ESTABLISH THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) HUMAN RESOURCES AND COMPENSATION COMMITTEE OF THE COMMONSPIRIT BOARD OF STEWARDSHIP TRUSTEES ("BOARD"); (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; AND (4) APPROVAL BY THE BOARD OR HUMAN RESOURCES AND COMPENSATION COMMITTEE. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15A FOR ADDITIONAL INFORMATION. PART I, LINE 4A CERTAIN LISTED PERSONS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 TO 24 MONTHS 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. NO PAYMENTS WERE MADE PURSUANT TO THE PLAN ARRANGEMENTS DURING 2023.
PART I, LINE 4B
CERTAIN LISTED PERSONS PARTICIPATE IN THE DIGNITY HEALTH EXCESS BENEFIT PLAN, A NONQUALIFIED SUPPLEMENTAL BENEFIT PLAN LIMITED TO PARTICIPANTS IN THE DIGNITY HEALTH RETIREMENT PLAN WHOSE BENEFITS ARE AFFECTED BY THE LIMITATIONS IMPOSED BY SECTIONS 401(A)(17) AND 415 OF THE INTERNAL REVENUE CODE. BENEFIT SERVICE UNDER THIS PLAN WAS FROZEN AS OF JANUARY 1, 2008. NO PAYMENTS WERE MADE TO ANY LISTED PERSONS DURING 2023 PURSUANT TO THIS PLAN. CERTAIN LISTED PERSONS ARE ELIGIBLE TO PARTICIPATE IN NONQUALIFIED 457(F) PLANS THAT ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE, AS REQUIRED BY THE IRS. THE 2007 EXECUTIVE DEFERRED COMPENSATION PLAN IS FOR EXECUTIVES HIRED PRIOR TO JUNE 30, 2006. THE BENEFIT IS INTENDED TO BRIDGE THE DIFFERENCE, IF ANY, BETWEEN THE BENEFIT PROVIDED UNDER THE DIGNITY HEALTH EXCESS BENEFIT PLAN HAD BENEFIT SERVICE NOT BEEN FROZEN AT JANUARY 1, 2008, AND THE BENEFITS PROVIDED FROM ALL OTHER QUALIFIED AND NONQUALIFIED PLANS. BENEFITS VEST UNDER THIS 457(F) PLAN AT THE LATER OF THE DATE THE PARTICIPANT ATTAINS AGE 62 OR IS CREDITED WITH 15 YEARS OF SERVICE. THE 2010 EXECUTIVE DEFERRED COMPENSATION PLAN IS FOR CERTAIN OFFICERS AND KEY EMPLOYEES, PRIMARILY THOSE WHO ARE NOT ELIGIBLE TO PARTICIPATE IN THE DIGNITY HEALTH EXCESS BENEFIT PLAN OR THE 2007 EXECUTIVE DEFERRED COMPENSATION PLAN DESCRIBED ABOVE. THIS BENEFIT PROVIDES AN ANNUAL ACCRUAL OF 10% OF TOTAL COMPENSATION AND IS PAYABLE ANNUALLY ON JULY 1 ONCE VESTED, WHICH IS AGE 62 WITH 5 YEARS OF SERVICE; THE PLAN ALSO ALLOWS FOR SPECIAL AWARDS. A PAYMENT PURSUANT TO THE PLAN ARRANGEMENT WAS MADE DURING 2023 INCLUDE J. VAN BOENING, $263,543. COMPENSATION AMOUNTS FOR THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS DISCUSSED ABOVE ARE REPORTED AS DEFERRED COMPENSATION IN THE YEAR ACCRUED (SCHEDULE J, PART II, COLUMN C) AND ARE REFLECTED AGAIN AS OTHER REPORTABLE COMPENSATION IN THE YEAR PAID (SCHEDULE J, PART II, COLUMN B(III)).
SCHEDULE J, PART II SUPPLEMENTAL DISCLOSURES
THE ORGANIZATION DOES NOT DIRECTLY EMPLOY ANY PERSONNEL, HOWEVER, DIGNITY HEALTH FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE THE DIGNITY HEALTH 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 IT 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 ITS 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 2023.

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
3 May 2025
IRS schema version
2023v6.0
Source object
202501239349300220

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