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Nonprofiteer
← MEMORIAL HEALTH PARTNERS FOUNDATION INC

Form 990 for tax year 2024

Filed by MEMORIAL HEALTH PARTNERS FOUNDATION INC.

Totals

Total revenue
$171,072,788
Total expenses
$200,842,504
Contributions and grants received
$485,625
Grants paid
$50,000
Program service revenue
$170,228,175
Investment income
$0
Other revenue
$358,988
Total assets, end of year
$69,702,326
Total liabilities, end of year
$49,272,810
Net assets or fund balances, end of year
$20,429,516
Program services expenses (Part IX)
$174,899,552
Management and general expenses
$25,942,952
Fundraising expenses
$0
Program service expenses (Part III)
$174,899,552

Program services were 87.1% 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.

  • 1e · Government grants (contributions)

    $470,726

  • 1f · All other contributions, gifts and grants

    $14,899

  • 2a · Program service revenue: NET PATIENT SERVICES

    total $124,878,526 · related or exempt $124,878,526 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: INTERCOMPANY TRANSACTI

    total $45,178,399 · related or exempt $45,178,399 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: SERVICES SOLD

    total $171,250 · related or exempt $171,250 · unrelated business $0 · excluded $0

  • 11a · Other revenue: EMPLOYEE RETENTION CRE

    total $244,863 · related or exempt $0 · unrelated business $0 · excluded $244,863

  • 11b · Other revenue: INSURANCE RECOVERIES

    total $114,125 · related or exempt $0 · unrelated business $0 · excluded $114,125

  • 11e · Other revenue, total

    $358,988

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $50,000 · program services $50,000

  • 5 · Compensation of officers, directors and key employees

    total $3,058,325 · program services $3,058,325

  • 7 · Other salaries and wages

    total $122,655,646 · program services $122,279,309 · management and general $376,337

  • 8 · Pension plan contributions

    total $3,587,401 · program services $3,576,352 · management and general $11,049

  • 9 · Other employee benefits

    total $10,367,668 · program services $10,336,047 · management and general $31,621

  • 10 · Payroll taxes

    total $6,627,541 · program services $6,607,658 · management and general $19,883

  • 11g · Fees: other

    total $29,071,433 · program services $12,122,788 · management and general $16,948,645

  • 12 · Advertising and promotion

    total $7,058 · program services $7,058

  • 13 · Office expenses

    total $1,992,777 · program services $1,905,095 · management and general $87,682

  • 14 · Information technology

    total $4,677,893 · management and general $4,677,893

  • 16 · Occupancy

    total $7,492,631 · program services $7,402,719 · management and general $89,912

  • 17 · Travel

    total $272,943 · program services $272,943

  • 19 · Conferences, conventions and meetings

    total $5,387 · program services $5,387

  • 21 · Payments to affiliates

    total $3,095,293 · management and general $3,095,293

  • 22 · Depreciation, depletion and amortization

    total $946,823 · program services $394,825 · management and general $551,998

  • 23 · Insurance

    total $4,581 · program services $4,581

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $5,191,964 · program services $5,191,964 · management and general $0 · fundraising $0

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $604,867 · program services $586,721 · management and general $18,146 · fundraising $0

  • 24c · Other expenses: LICENSES

    total $447,614 · program services $447,614 · management and general $0 · fundraising $0

  • 24d · Other expenses: REPAIRS AND MAINTENANCE

    total $383,138 · program services $371,644 · management and general $11,494 · fundraising $0

  • 24e · All other expenses

    total $301,521 · program services $278,522 · management and general $22,999

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $599

  • 2 · Savings and temporary cash investments

    beginning of year $26,580,479 · end of year $5,009,560

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $18,357,297 · end of year $29,886,534

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $154,927 · end of year $642

  • 9 · Prepaid expenses and deferred charges

    beginning of year $894,159 · end of year $1,841,272

  • 10a · Land, buildings and equipment: cost or other basis

    $18,359,699

  • 10b · Land, buildings and equipment: accumulated depreciation

    $16,520,197

  • 10c · Land, buildings and equipment, net

    beginning of year $2,284,213 · end of year $1,839,502

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    beginning of year $44,650 · end of year $44,650

  • 15 · Other assets

    beginning of year $27,894,330 · end of year $31,080,166

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,928,914 · end of year $9,482,998

  • 18 · Grants payable

    end of year $0

  • 19 · Deferred revenue

    end of year $0

  • 20 · Tax-exempt bond liabilities

    end of year $0

  • 21 · Escrow or custodial account liability

    end of year $0

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 23 · Secured mortgages and notes payable

    end of year $0

  • 24 · Unsecured notes and loans payable

    end of year $0

  • 25 · Other liabilities

    beginning of year $32,502,623 · end of year $39,789,812

  • 27 · Net assets without donor restrictions

    beginning of year $34,779,117 · end of year $20,429,516

  • 28 · Net assets with donor restrictions

    end of year $0

Mission and programs · 2024

Mission

AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE 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 OWN AND OPERATE PHYSICIAN CLINICS AND ENGAGE IN ACTIVITIES DESIGNED TO PROMOTE THE HEALTHCARE NEEDS OF THE COMMUNITY, INCLUDING THE PROVISION OF HEALTH SERVICES BY PHYSICIANS.

  • SEE SCHEDULE O

    Expenses $174,899,552 · Grants $50,000 · Revenue $170,228,175

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Larry Schumacher

    FORMER OFFICER

    Total calculated
    $2,514,435
    From this org
    $0
    From related orgs
    $2,504,033
    Other
    $10,402
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $13,240 related
    Bonus
    $0
    Other
    $0 + $2,490,793 related
    Deferred
    $0 + $8,737 related
    Nontaxable benefits
    $0 + $1,665 related
    Filer's total
    $0 + $2,514,435 related

  • David Foster MD

    BOARD MEMBER/ SYSTEM VP PE OPS

    Total calculated
    $1,634,567
    From this org
    $0
    From related orgs
    $1,479,503
    Other
    $155,064
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $669,878 related
    Bonus
    $0 + $801,085 related
    Other
    $0 + $8,540 related
    Deferred
    $0 + $119,105 related
    Nontaxable benefits
    $0 + $35,959 related
    Filer's total
    $0 + $1,634,567 related

  • Mayshan Ghiassi MD

    PHYSICIAN/NEUROSURGEON

    Total calculated
    $1,523,798
    From this org
    $1,139,883
    From related orgs
    $330,620
    Other
    $53,295
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,137,583 + $330,620 related
    Bonus
    $0
    Other
    $2,300
    Deferred
    $14,681
    Nontaxable benefits
    $36,826 + $1,788 related
    Filer's total
    $1,191,390 + $332,408 related

  • Troy Hammett

    FORMER OFFICER

    Total calculated
    $1,429,897
    From this org
    $0
    From related orgs
    $1,371,155
    Other
    $58,742
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $678,221 related
    Bonus
    $0 + $555,237 related
    Other
    $0 + $137,697 related
    Deferred
    $0 + $20,325 related
    Nontaxable benefits
    $0 + $38,417 related
    Filer's total
    $0 + $1,429,897 related

  • Jeffrey Mullins MD

    PHYSICIAN

    Total calculated
    $1,335,248
    From this org
    $1,260,563
    From related orgs
    $27,782
    Other
    $46,903
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,258,683 + $27,782 related
    Bonus
    $0
    Other
    $1,880
    Deferred
    $16,119
    Nontaxable benefits
    $30,608 + $176 related
    Filer's total
    $1,307,290 + $27,958 related

  • Ranjith Babu MD

    NEUROSURGEON

    Total calculated
    $1,277,011
    From this org
    $827,150
    From related orgs
    $401,954
    Other
    $47,907
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $825,354 + $401,954 related
    Bonus
    $0
    Other
    $1,796
    Deferred
    $18,842
    Nontaxable benefits
    $26,076 + $2,989 related
    Filer's total
    $872,068 + $404,943 related

  • Krishnendu Bhadra MD

    PHYSICIAN

    Total calculated
    $1,265,687
    From this org
    $1,221,149
    From related orgs
    $0
    Other
    $44,538
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,218,849
    Bonus
    $0
    Other
    $2,300
    Deferred
    $16,300
    Nontaxable benefits
    $28,238
    Filer's total
    $1,265,687

  • Janelle Reilly

    MARKET CEO

    Total calculated
    $1,145,678
    From this org
    $0
    From related orgs
    $1,078,278
    Other
    $67,400
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $684,486 related
    Bonus
    $0 + $313,616 related
    Other
    $0 + $80,176 related
    Deferred
    $0 + $27,295 related
    Nontaxable benefits
    $0 + $40,105 related
    Filer's total
    $0 + $1,145,678 related

  • Jr James Headrick MD

    THORACIC SURGEON PRIMARY

    Total calculated
    $1,061,106
    From this org
    $1,014,724
    From related orgs
    $0
    Other
    $46,382
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,007,380
    Bonus
    $0
    Other
    $7,344
    Deferred
    $16,068
    Nontaxable benefits
    $30,314
    Filer's total
    $1,061,106

  • Derek Crouthers MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $781,933
    From this org
    $753,532
    From related orgs
    $0
    Other
    $28,401
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $661,706
    Bonus
    $90,114
    Other
    $1,712
    Deferred
    $16,665
    Nontaxable benefits
    $11,736
    Filer's total
    $781,933

  • Daniel Heithold MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $616,875
    From this org
    $573,493
    From related orgs
    $0
    Other
    $43,382
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $520,191
    Bonus
    $0
    Other
    $53,302
    Deferred
    $14,126
    Nontaxable benefits
    $29,256
    Filer's total
    $616,875

  • Rachel Labovitz MD

    BOARD MEMBER/PHYSICIAN INTERNAL MED GENERAL

    Total calculated
    $554,041
    From this org
    $504,758
    From related orgs
    $0
    Other
    $49,283
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $447,163
    Bonus
    $55,715
    Other
    $1,880
    Deferred
    $16,300
    Nontaxable benefits
    $32,983
    Filer's total
    $554,041

  • Maelor Hughes

    PRESIDENT

    Total calculated
    $480,040
    From this org
    $0
    From related orgs
    $466,778
    Other
    $13,262
    Hours/week
    20 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $429,524 related
    Bonus
    $0
    Other
    $0 + $37,254 related
    Deferred
    $0 + $9,459 related
    Nontaxable benefits
    $0 + $3,803 related
    Filer's total
    $0 + $480,040 related

  • Lee Jackson MD

    BOARD MEMBER/MKT CHIEF MEDICAL OFFICER

    Total calculated
    $473,671
    From this org
    $0
    From related orgs
    $414,217
    Other
    $59,454
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $402,451 related
    Bonus
    $0
    Other
    $0 + $11,766 related
    Deferred
    $0 + $20,111 related
    Nontaxable benefits
    $0 + $39,343 related
    Filer's total
    $0 + $473,671 related

  • Michael Dant MD

    FORMER OFFICER

    Total calculated
    $437,947
    From this org
    $396,639
    From related orgs
    $0
    Other
    $41,308
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $356,677
    Bonus
    $28,943
    Other
    $11,019
    Deferred
    $18,925
    Nontaxable benefits
    $22,383
    Filer's total
    $437,947

  • Tonia Cox MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $436,182
    From this org
    $377,629
    From related orgs
    $0
    Other
    $58,553
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $374,657
    Bonus
    $0
    Other
    $2,972
    Deferred
    $19,746
    Nontaxable benefits
    $38,807
    Filer's total
    $436,182

  • Hany Naggar MD

    CHAIR/PHYSICIAN

    Total calculated
    $421,720
    From this org
    $360,489
    From related orgs
    $0
    Other
    $61,231
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $357,602
    Bonus
    $0
    Other
    $2,887
    Deferred
    $19,001
    Nontaxable benefits
    $42,230
    Filer's total
    $421,720

  • Andrew McGill

    BOARD MEMBER/VP

    Total calculated
    $418,981
    From this org
    $0
    From related orgs
    $379,371
    Other
    $39,610
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,463 related
    Bonus
    $0
    Other
    $0 + $12,908 related
    Deferred
    $0 + $18,925 related
    Nontaxable benefits
    $0 + $20,685 related
    Filer's total
    $0 + $418,981 related

  • Michael Sutton

    FORMER OFFICER

    Total calculated
    $379,636
    From this org
    $0
    From related orgs
    $345,507
    Other
    $34,129
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $342,589 related
    Bonus
    $0
    Other
    $0 + $2,918 related
    Deferred
    $0 + $18,925 related
    Nontaxable benefits
    $0 + $15,204 related
    Filer's total
    $0 + $379,636 related

  • Natalie Braggs MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $334,290
    From this org
    $316,930
    From related orgs
    $0
    Other
    $17,360
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $314,522
    Bonus
    $0
    Other
    $2,408
    Deferred
    $14,218
    Nontaxable benefits
    $3,142
    Filer's total
    $334,290

  • John Redding MD

    BOARD MEMBER/SVP PE

    Total calculated
    $290,007
    From this org
    $0
    From related orgs
    $254,801
    Other
    $35,206
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $253,487 related
    Bonus
    $0
    Other
    $0 + $1,314 related
    Deferred
    $0 + $17,284 related
    Nontaxable benefits
    $0 + $17,922 related
    Filer's total
    $0 + $290,007 related

  • Craig Nielsen

    MARKET VP FINANCE

    Total calculated
    $287,208
    From this org
    $0
    From related orgs
    $246,099
    Other
    $41,109
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,810 related
    Bonus
    $0
    Other
    $0 + $23,289 related
    Deferred
    $0 + $12,906 related
    Nontaxable benefits
    $0 + $28,203 related
    Filer's total
    $0 + $287,208 related

  • Franklin Baker Pa

    BOARD MEMBER/PA

    Total calculated
    $146,816
    From this org
    $119,990
    From related orgs
    $0
    Other
    $26,826
    Hours/week
    50

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
  • 5a · Pay contingent on this organization's revenues
  • 6a · Pay contingent on this organization's net earnings

Answered no

  • 4c · Equity-based compensation arrangement
  • 5b · Pay contingent on a related organization's revenues
  • 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 2024, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED BY COMMONSPIRIT HEALTH, A RELATED ORGANIZATION. COMMONSPIRIT HEALTH USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15 FOR ADDITIONAL INFORMATION.
PART I, LINE 5
FOR NEW PHYSICIAN AGREEMENTS AND FOR RENEWALS OF PHYSICIAN AGREEMENTS (OTHER THAN AUTOMATIC RENEWALS) PHYSICIAN TOTAL COMPENSATION IS APPROVED IN ADVANCE BY A COMMITTEE OF THE BOARD OF DIRECTORS OF MHPF FOLLOWING A REVIEW BY THE CHI PHYSICIAN ALIGNMENT REVIEW TEAM (PART), CHI EMPLOYER PHYSICIAN INTEGRATION COUNCIL (EPIC), MHCS AND THE PHYSICIAN TRANSACTION REVIEW COMMITTEE (A COMMITTEE COMPRISED OF INDEPENDENT COMMUNITY MEMBERS). REVIEWS BY EACH OF THESE GROUPS CONSIDER APPROPRIATE COMPARABILITY DATA PURSUANT TO THE REQUIREMENTS OF IRC SECTION 4958. TOTAL COMPENSATION IS SUBJECT TO A CAP THAT ENSURES COMPENSATION IS AT FAIR MARKET VALUE.
PART I, LINE 6
SEE NARRATIVE FOR SCHEDULE J, PART I, LINE 5A.
PART 1, 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 2024 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): LAWRENCE SCHUMACHER, $2,488,602.
SCHEDULE J, PART II
MEMORIAL HEALTH PARTNERS FOUNDATION 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 PEOPLE 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 2024.
PART 1, LINE 4B:
CERTAIN LISTED PERSONS PARTICIPATE IN THE COMMONSPIRIT HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), A NONQUALIFIED RETIREMENT PLAN DESIGNED TO PROVIDE DEFERRED COMPENSATION TO KEY EXECUTIVES WHO HAVE CONTRIBUTED MATERIALLY TO THE SUCCESS OF OUR MINISTRY. THE SERP IS INTENDED TO PROVIDE HIGHLY COMPENSATED INDIVIDUALS WITH ADDITIONAL RETIREMENT INCOME TO HELP OFFSET REGULATORY LIMITS IN PLACE ON QUALIFIED RETIREMENT PLANS AND SOCIAL SECURITY. EACH ANNUAL CONTRIBUTION IS SUBJECT TO A FOUR-YEAR VESTING OR RETENTION PERIOD. UPON COMPLETION OF THE APPLICABLE FOUR-YEAR RETENTION PERIOD FOR EACH ANNUAL CONTRIBUTION, VESTING WILL OCCUR, AND ANY ACCUMULATED BENEFIT UNDER THE PLAN WILL BE RECEIVED. ON THE FIRST DAY OF THE CALENDAR MONTH AFTER THE FOURTH ANNIVERSARY OF THE SERP BENEFIT, THE ANNUAL CONTRIBUTION AND ITS ASSOCIATED INVESTMENT GAINS OR LOSSES BECOME 100% VESTED. IN ADDITION, THE PARTICIPANT'S SERP BENEFIT BECOMES 100% VESTED UPON ANY OF THE FOLLOWING EVENTS: 1) REACHING THE AGE OF 65 (THE PLAN'S NORMAL RETIREMENT AGE), OR 2) DEATH, OR BECOME DISABLED UNDER THE LONG-TERM DISABILITY PLAN OR SOCIAL SECURITY. SHOULD EMPLOYMENT END FOR ANY REASON OTHER THAN TERMINATION WITH SEVERANCE, RETIREMENT AT AGE 65 OR OLDER, DISABILITY, OR DEATH, UNVESTED SERP FUNDS ARE FORFEITED. IF EMPLOYMENT IS TERMINATED WITH SEVERANCE, THE TERMS AND CONDITIONS OUTLINED WITHIN THE SERP, AND NOT THOSE OF ANY SEVERANCE AGREEMENT, WILL CONTROL AND GOVERN PAYMENT ENTITLEMENT UNDER THE SERP. CERTAIN ELIGIBLE LISTED PERSONS RECEIVED AN ADDITIONAL PAYMENT DURING 2024 DUE TO A DELAY IN THE START DATE OF THE SERP. CERTAIN LISTED PERSONS ARE ELIGIBLE TO PARTICIPATE IN THE CATHOLIC HEALTH INITIATIVES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR REGION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DURING 2024 THE FOLLOWING DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: LAWRENCE SCHUMACHER, $316, AND TROY HAMMETT, $59,057. 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, AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2024 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. DURING 2024, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: JANELLE REILLY, $66,736 AND TROY HAMMETT, $65,756.

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.

  • AMERICAN MERCY HOME CARE LLC

    N/A · HOME HEALTH · OH

  • ARIZONA CARE NETWORK - NEXT LLC

    N/A · CARE NETWORK · AZ

  • ARIZONA CARE NETWORK LLC

    N/A · CARE NETWORK · AZ

  • ARIZONA DIAGNOSTIC RADIOLOGY GROUP LLC

    N/A · IMAGING CENTER · DE

  • AUDUBON LAND COMPANY LLC

    N/A · REAL ESTATE · CO

  • BAPTIST DEACONESS MADISON HOME CARE LLC

    N/A · HOME HEALTH · KY

  • BAYLOR CHI ST LUKE'S HEALTH SERVICES LLC

    N/A · HEALTHCARE SERVICES · TX

  • BERGAN MERCY SURGERY CENTER LLC

    N/A · AMBUL SURG CTR · NE

  • BERYWOOD OFFICE PROPERTIES LLC

    N/A · HEALTHCARE SERVICES · TN

  • BIOLIFE DIGNITY HEALTH INTERNATIONAL LTD

    N/A · HEALTH SERVICES · CH

  • BLUEGRASS REGIONAL IMAGING CENTER

    N/A · DIAGNOSTIC SERVICES · KY

  • CBCC OUTSMARTING CANCER LLC

    N/A · RADIATION / ONCOLOGY · CA

  • CENTURA SUMMIT ORTHOPEDICS LLC

    N/A · DIAGNOSTIC SERVICES · CO

  • CHER LLC

    N/A · DIAGNOSTIC SERVICES · CO

  • CHICAMSURG SURGERY CENTERS LLC

    N/A · SURGERY CENTER · CO

  • COLORADO SPRINGS CK LEASING LLC

    N/A · REAL ESTATE · CO

  • COMMUNITY HEALTH AT HOME - INFUSION LLC

    N/A · HOME HEALTH · IN

  • COMMUNITY HEALTH AT HOME LLC

    N/A · HOME HEALTH · IN

  • COMMUNITY MERCY HOME CARE OF SPRINGFLD LLC

    N/A · HOME HEALTH · OH

  • DE JV LLC

    N/A · EMERGENCY CARE · NV

  • DEACONESS HOME HEALTH LLC

    N/A · HOME HEALTH · IN

  • DH GLOBAL EDUCATION LTD (AKA OPUSVI LTD)

    N/A · HEALTH SERVICES · UK

  • DH PACIFICLINKAGE HEALTH INT'L LTD

    N/A · HEALTH SERVICES · CH

  • DHHP SURGERY CENTERS LLC

    N/A · SURGERY · DE

  • DHRT HOLDINGS LLC

    N/A · HOLDING COMPANY · DE

  • DIGITAL MEDICAL IMAGING LLC

    N/A · IMAGING · CA

  • DIGNITY HEALTH AT HOME LLC

    N/A · DIAGNOSTIC SERVICES · DE

  • DIGNITY HOME RECOVERY CARE LLC

    N/A · HOME RECOVERY PROGRAM · DE

  • DIGNITYUSP LAS VEGAS SURGERY CENTERS LLC

    N/A · SURGERY · TX

  • DIGNITYUSP NORCAL SURGERY CENTERS LLC

    N/A · SURGERY · TX

  • DIGNITYUSP PHOENIX SURGERY CENTERS LLC

    N/A · SURGERY · TX

  • DIGNITYUSPJOHN MUIR EAST BAY SURG CTRS LLC

    N/A · SURGERY · TX

  • DIGNITY-ABRAZO HEALTH NETWORK LLC

    N/A · MANAGEMENT SERVICES · AZ

  • DOMINICAN MAGNETIC RESONANCE IMAGING CENTER

    N/A · IMAGING CENTER · CA

  • ECCS ACQUISITION COMPANY LLC

    N/A · AMBUL SURG CTR · CO

  • ENDOSCOPY CENTER OF ARKANSAS

    N/A · DIAGNOSTIC SERVICES · AR

  • FRANCISCAN MEDICAL PAVILION BONNEY LAKE LLC

    N/A · REAL ESTATE · WA

  • FRANCISCAN SPECIALTY CARE LLC

    N/A · DIAGNOSTIC SERVICES · WA

  • GO PHYSICAL THERAPY LLC

    N/A · PHYSICAL THERAPY · NE

  • GOOD SAMARITAN HOME CARE SVCS OF VINCENNE LLC

    N/A · HOME HEALTH · OH

  • HC SL VINTAGE I LLC

    N/A · PREPERTY HOLDING · WI

  • HEALTH AT HOME HOLDCO LLC

    N/A · HOME HEALTH · CO

  • HEALTHCARE SUPPORT SERVICES LLC

    N/A · INACTIVE · NE

  • HEARTLAND ONCOLOGY LLC

    N/A · ONCOLOGY · KS

  • INTUITIVE HEALTH OF PUGET SOUND LLC

    N/A · INACTIVE · WA

  • LAKESIDE AMBULATORY SURGICAL CENTER LLC

    N/A · AMBUL SURG CTR · NE

  • LAKESIDE ENDOSCOPY CENTER LLC

    N/A · ENDOSCOPY · NE

  • LEXINGTON MBO PARTNERS LTD

    N/A · REAL ESTATE · CO

  • LINCOLN CK LEASING LLC

    N/A · REAL ESTATE · NE

  • LONGMONT UNITED HOSPITAL ORTHOPEDIC AND SPINE

    N/A · ORTHOPEDIC SERVICES · CO

  • MEMORIAL MEDICAL PLAZA

    N/A · REAL ESTATE · CA

  • MOUNTAIN MEDICAL IMAGING LLC

    N/A · MEDICAL IMAGING · TX

  • NATIONAL PURCHASING PARTNERS LLC

    N/A · GROUP PURCHASING · WA

  • NEBRASKA SPINE HOSPITAL LLC

    N/A · SPINE HOSPITAL · NE

  • NEXIFY HEALTH PRIVATE LIMITED

    N/A · IT SERVICES · IN

  • NICU OPERATING CO OF SANTA CRUZ LLC

    N/A · NEONATAL HEALTHCARE · CA

  • NORTH RIVER SURGERY CENTER LLC

    N/A · AMBUL SURG CTR · AR

  • NORTHERN PLAINS LABORATORY LLC

    N/A · DIAGNOSTIC SERVICES · ND

  • NSC CHANNEL ISLANDS LLC

    N/A · AMBULATORY SURGICAL CENTER · CA

  • ORTHOCOLORADO LLC

    N/A · ORTHO HOSPITAL · CO

  • PARK RAPIDS AREA HEALTH CARE

    N/A · HEALTHCARE SERVICES · MN

  • PARKVIEW HEALTH AT HOME LLC

    N/A · HOME HEALTH · IN

  • PEAK ONE SURGERY CENTER LLC

    N/A · SURGERY CENTER · CO

  • PENINSULA RADIATION ONCOLOGY CENTER LLC

    N/A · HEALTHCARE SERVICES · WA

  • PENRAD IMAGING LLC

    N/A · MEDICAL IMAGING · CO

  • PLAZA SURGERY CENTER LP

    N/A · SURGERY · CA

  • PMC HOSPITAL LLC

    N/A · HOSPITAL · TX

  • PRECISION MEDICINE ALLIANCE LLC

    N/A · DIAGNOSTIC SERVICES · CO

  • RADIATION ONCOLOGY CENTERS OF VENTURA COUNTY

    N/A · IMAGING · CA

  • RBR MANAGEMENT LLC

    N/A · AMBULANCE · NV

  • REID-ANC HOME CARE SERVICES LLC

    N/A · HOME HEALTH · IN

  • SAINT JOSEPH - SCA HOLDINGS LLC

    N/A · INACTIVE · DE

  • SAINT JOSEPH HEALTH ASC LLC

    N/A · SURGERY · KY

  • SANTA CRUZ COMPREHENSIVE IMAGING LLC

    N/A · IMAGING · CA

  • SANTA CRUZ SURGERY CENTER LLC

    N/A · SURGERY · CA

  • SANTA MARIA MRI LLC

    N/A · IMAGING · CA

  • SEVEN OAKS SURGERY CENTER LLC

    N/A · SURGERY · CA

  • SOUTHEASTERN HOME CARE LLC

    N/A · HOME HEALTH · OH

  • ST JOSEPH'S SURGERY CENTER LP

    N/A · SURGERY · TX

  • ST ELIZABETH HOME CARE SERVICES LLC

    N/A · HOME HEALTH · KY

  • ST FRANCIS LAND COMPANY

    N/A · REAL ESTATE · CO

  • ST LUKE'S DIAGNOSTIC CATH LAB LLP

    N/A · DIAGNOSTIC SERVICES · TX

  • ST LUKE'S LAKESIDE HOSPITAL LLC

    N/A · HOSPITAL · TX

  • ST LUKE'S THE WOODLANDS SLEEP CENTER LLC

    N/A · DIAGNOSTIC SERVICES · TX

  • THE MEDICAL PAVILION AT ST JOHN'S

    N/A · REAL ESTATE · CA

  • THREE SPRING IMAGING LLC

    N/A · HEALTHCARE SERVICES · CO

  • TIA ARIZONA LLC

    N/A · CLINIC · AZ

  • TOPTOLIFE LLC

    N/A · RETAIL · CO

  • UCSF HEALTH- GOHEALTH URGENT CARE MGMT LLC

    N/A · MANAGEMENT SERVICES · DE

  • VALLEY PHYSICIANS SURGERY CENTER AT NORTHRIDGE LLC

    N/A · SURGERY · CA

Related corporations and trusts

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

  • ALEGENT HEALTHCREIGHTON ST JOSEPH MANAGED CARE SVCS INC

    C · MANAGED CARE · NE

  • ALLIANCE HEALTH PROVIDER OF BRAZOS VALLEY INC

    C · HEALTHCARE · TX

  • ALTERNATIVE INSURANCE MANAGEMENT SERVICE INC

    C · MANAGEMENT SERVICES · CO

  • BC HOLDING COMPANY INC

    C · INACTIVE · KY

  • BRAZOSPORT HEALTH ALLIANCE

    C · HEALTHCARE · TX

  • CATHOLIC HEALTH INITIATIVES CENTER FOR TRANSLATIONAL RESEARCH

    C · LAB SERVICES · CO

  • CENTER FOR INTEGRATIVE MEDICINE AT VIRGINIA MASON PC

    C · MEDICAL SERVICES · WA

  • CHI ST LUKE'S HEALTH - MEMORIAL CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOC · TX

  • COASTAL SURGICAL SPECIALISTS INC

    S · AMBULATORY SURGERY CENTER · CA

  • DIGNITY HEALTH HOLDING CORPORATION

    C · HOLDING CO · NV

  • DIGNITY HEALTH PROVIDER RESOURCES INC

    C · HEALTH PLAN · CA

  • DIVERSIFIED HEALTH RESOURCES INC

    C · HEALTHCARE · TX

  • FRANCISCAN SERVICES INC

    C · HOLDING CO · CO

  • GALLERIA PAVILION OWNERS' ASSOCIATION

    C · REAL ESTATE · NV

  • GOOD SAMARITAN OUTREACH SERVICES

    C · MEDICAL CLINIC · NE

  • HARVESTPLAINS HEALTH OF IOWA

    C · INACTIVE · WA

  • HEALTH AT HOME BLOCKER LLC

    C · HOME HEALTH · CO

  • HEALTH SERVICES OF THE PACIFIC CENTRAL COAST INC

    C · HEALTH SERVICES · DE

  • HEALTH SYSTEMS ENTERPRISES INC

    C · INACTIVE · NE

  • HEALTHCARE MGMT SERVICES ORGANIZATION INC

    C · INACTIVE · WA

  • HIGHLINE MEDICAL GROUP

    C · MEDICAL SERVICES · WA

  • MEDICAL OFFICE BUILDING HORIZONTAL PROPERTY REGIME INC

    C · REAL ESTATE · AR

  • MEDQUEST

    C · SALE OF DME · ND

  • MEMORIAL CV SERVICE LINE MANAGEMENT COMPANY LLC

    C · INACTIVE · TX

  • MERCY SERVICES CORP

    C · INACTIVE · OR

  • MHI CLINICAL SERVICES

    C · HEALTHCARE · TX

  • MILLENNIUM SURGERY CENTER INC

    S · OUTPATIENT SURGERY SERVICES · CA

  • MOUNTAIN MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · TN

  • NORTH CENTRAL HEALTH CARE ALLIANCE

    C · HEALTHCARE · ND

  • NORTHLAND MANAGEMENT SERVICES INC

    C · MEDICAL EQUIPMENT · ND

  • QUALCHOICE HEALTH PLAN SERVICES INC

    C · ADMIN SERVICES · CO

  • QUALCHOICE HEALTH INC

    C · HOLDING CO · CO

  • RIVERLINK HEALTH

    C · INSURANCE · OH

  • ROSS PARK PHARMACY INC

    C · PHARMACY · OH

  • SAINT CLARE'S PRIMARY CARE INC

    C · INACTIVE · NJ

  • SJH SERVICES CORPORATION

    C · INACTIVE · CO

  • SJL PHYSICIAN MANANGEMENT SERVICES INC

    C · INACTIVE · KY

  • ST MARY HEALTH VENTURES INC

    C · RETAIL PHARMACY · CA

  • ST ANTHONY DEVELOPMENT COMPANY

    C · ATHLETIC CLUB · OR

  • ST JOSEPH DEVELOPMENT COMPANY INC

    C · RENTAL · WA

  • ST LUKE'S HEALTH SYSTEM HOLDINGS INC

    C · HOLDING CO · TX

  • ST VINCENT COMMUNITY HEALTH SERVICES INC

    C · HEALTHCARE · AR

  • STE HOLDINGS

    C · HOLDING CO · NE

  • STRATEGIC AND PHYSICIANS INSURANCE LTD

    C · CAPTIVE INSURANCE · CJ

  • TOWSON MANAGEMENT INC

    C · INACTIVE · MD

  • TRINITY MANAGEMENT SERVICES ORGANIZATION

    C · MGMT SERVICES · OH

  • UNITED MEDICAL BUILDING CONDOMINIUM ASSOCIATION

    C · REAL ESTATE · CO

Provenance

Return type
form_990
Tax year
2024
Filed
15 May 2026
IRS schema version
2024v5.5
Source object
202601359349304745

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