Skip to content
Nonprofiteer
← MOTHER FRANCES HOSPITAL JACKSONVILLE

Form 990 for tax year 2022

Filed by MOTHER FRANCES HOSPITAL JACKSONVILLE.

Totals

Total revenue
$94,181,283
Total expenses
$76,557,504
Contributions and grants received
$255,561
Grants paid
$27,270
Program services expenses (Part IX)
$65,868,462
Management and general expenses
$10,675,005
Fundraising expenses
$14,037
Program service expenses (Part III)
$65,868,462

Program services were 86.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ELIZABETH PULLIAM

    CFO/TREASURER (THRU 04/2023)

    Total calculated
    $683,185
    From this org
    $0
    From related orgs
    $585,994
    Other
    $97,191
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $356,837 related
    Bonus
    $0 + $154,939 related
    Other
    $0 + $74,218 related
    Deferred
    $0 + $89,333 related
    Nontaxable benefits
    $0 + $7,858 related
    Filer's total
    $0 + $683,185 related

  • JASON PROCTOR

    CEO

    Total calculated
    $1,105,295
    From this org
    $0
    From related orgs
    $843,803
    Other
    $261,492
    Hours/week
    19 + 21 related

    Schedule J breakdown matched by us

    Base
    $0 + $595,280 related
    Bonus
    $0 + $247,873 related
    Other
    $0 + $650 related
    Deferred
    $0 + $239,075 related
    Nontaxable benefits
    $0 + $22,417 related
    Filer's total
    $0 + $1,105,295 related

  • PRESTON SMITH

    Director / Vice-Chair

    Total calculated
    $0
    Hours/week
    19

  • SHANNON DACUS

    Director / Chairperson

    Total calculated
    $0
    Hours/week
    7

  • ANDRIA CARDINALLI-STEIN MD

    Director

    Total calculated
    $488,707
    From this org
    $0
    From related orgs
    $476,507
    Other
    $12,200
    Hours/week
    14 + 26 related

    Schedule J breakdown matched by us

    Base
    $0 + $381,927 related
    Bonus
    $0 + $94,130 related
    Other
    $0 + $450 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $488,707 related

  • BILL CHEN PH D

    Director

    Total calculated
    $19,699
    From this org
    $0
    From related orgs
    $19,699
    Other
    $0
    Hours/week
    1 + 10 related

  • CHRIS GLENNEY

    Board Director

    Total calculated
    $1,849,968
    From this org
    $0
    From related orgs
    $1,403,929
    Other
    $446,039
    Hours/week
    24 + 16 related

    Schedule J breakdown matched by us

    Base
    $0 + $956,519 related
    Bonus
    $0 + $446,760 related
    Other
    $0 + $650 related
    Deferred
    $0 + $431,192 related
    Nontaxable benefits
    $0 + $14,847 related
    Filer's total
    $0 + $1,849,968 related

  • DICK STONE

    Board Director

    Total calculated
    $0
    Hours/week
    19

  • FRED HARRIS JR

    Director

    Total calculated
    $0
    Hours/week
    24

  • JEAN COLEMAN

    Director

    Total calculated
    $0
    Hours/week
    12

  • JEB JONES

    Director

    Total calculated
    $0
    Hours/week
    17

  • JEFF PUCKETT

    Director

    Total calculated
    $8,975,275
    From this org
    $0
    From related orgs
    $6,548,766
    Other
    $2,426,509
    Hours/week
    11 + 29 related

    Schedule J breakdown matched by us

    Base
    $0 + $3,121,353 related
    Bonus
    $0 + $2,702,700 related
    Other
    $0 + $724,713 related
    Deferred
    $0 + $2,412,440 related
    Nontaxable benefits
    $0 + $14,069 related
    Filer's total
    $0 + $8,975,275 related

  • JOE BOB BURGIN

    Board Director

    Total calculated
    $0
    Hours/week
    15

  • JOE BOB JOYCE

    Director (TERM 12/22)

    Total calculated
    $0
    Hours/week
    6

  • MARK ANDERSON MD

    Board Director

    Total calculated
    $1,204,984
    From this org
    $0
    From related orgs
    $933,102
    Other
    $271,882
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    $0 + $683,470 related
    Bonus
    $0 + $249,632 related
    Other
    $0
    Deferred
    $0 + $199,056 related
    Nontaxable benefits
    $0 + $72,826 related
    Filer's total
    $0 + $1,204,984 related

  • MICHAEL HALLUM

    Director

    Total calculated
    $0
    Hours/week
    5

  • RANDY CHILDRESS

    Director

    Total calculated
    $0
    Hours/week
    9

  • SCOTT SMITH MD

    BOARD DIRECTOR (THRU 11/2021)

    Total calculated
    $644,620
    From this org
    $0
    From related orgs
    $621,000
    Other
    $23,620
    Hours/week
    9 + 31 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,500 related
    Bonus
    $0
    Other
    $0 + $310,500 related
    Deferred
    $0 + $7,444 related
    Nontaxable benefits
    $0 + $16,176 related
    Filer's total
    $0 + $644,620 related

  • SISTER GUADALUPE RUIZ

    Director

    Total calculated
    $0
    Hours/week
    9

  • SISTER RITA FANNING

    Director

    Total calculated
    $0
    Hours/week
    8

  • SISTER ROSANNE POPP

    Board Director (AS OF 01/22)

    Total calculated
    $234,650
    From this org
    $0
    From related orgs
    $231,978
    Other
    $2,672
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $209,944 related
    Bonus
    $0 + $3,500 related
    Other
    $0 + $18,534 related
    Deferred
    $0 + $317 related
    Nontaxable benefits
    $0 + $2,355 related
    Filer's total
    $0 + $234,650 related

  • SONJA YATES HUBBARD

    Director

    Total calculated
    $0
    Hours/week
    11

  • STEVE KEUER MD

    Director

    Total calculated
    $1,520,255
    From this org
    $0
    From related orgs
    $1,293,583
    Other
    $226,672
    Hours/week
    18 + 22 related

    Schedule J breakdown matched by us

    Base
    $0 + $684,551 related
    Bonus
    $0 + $410,841 related
    Other
    $0 + $198,191 related
    Deferred
    $0 + $209,400 related
    Nontaxable benefits
    $0 + $17,272 related
    Filer's total
    $0 + $1,520,255 related

  • AMANDA SMITH

    CORPORATE SECRETARY

    Total calculated
    $58,961
    From this org
    $0
    From related orgs
    $48,820
    Other
    $10,141
    Hours/week
    25 + 15 related

  • JACLYNN HARRISON

    CFO (AS OF 04/2023)

    Total calculated
    $468,973
    From this org
    $0
    From related orgs
    $406,579
    Other
    $62,394
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $269,549 related
    Bonus
    $0 + $136,350 related
    Other
    $0 + $680 related
    Deferred
    $0 + $51,346 related
    Nontaxable benefits
    $0 + $11,048 related
    Filer's total
    $0 + $468,973 related

  • Barry Lofquist

    ADMINISTRATOR

    Total calculated
    $303,762
    From this org
    $0
    From related orgs
    $278,878
    Other
    $24,884
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $214,241 related
    Bonus
    $0 + $64,087 related
    Other
    $0 + $550 related
    Deferred
    $0 + $11,600 related
    Nontaxable benefits
    $0 + $13,284 related
    Filer's total
    $0 + $303,762 related

  • ANNE PILEGGI

    FORMER DIRECTOR (TERM 12/19)

    Total calculated
    $466,107
    From this org
    $0
    From related orgs
    $414,978
    Other
    $51,129
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,359 related
    Bonus
    $0 + $100,448 related
    Other
    $0 + $35,171 related
    Deferred
    $0 + $46,713 related
    Nontaxable benefits
    $0 + $4,416 related
    Filer's total
    $0 + $466,107 related

  • Gregg Freimer MD

    Director (Term 12/20)

    Total calculated
    $463,787
    From this org
    $0
    From related orgs
    $439,934
    Other
    $23,853
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $359,465 related
    Bonus
    $0
    Other
    $0 + $80,469 related
    Deferred
    $0 + $12,201 related
    Nontaxable benefits
    $0 + $11,652 related
    Filer's total
    $0 + $463,787 related

  • PETER SIRIANNI MD

    Board Director (Term 12/20)

    Total calculated
    $1,612,605
    From this org
    $0
    From related orgs
    $1,601,513
    Other
    $11,092
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,488,707 related
    Bonus
    $0 + $8,406 related
    Other
    $0 + $104,400 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,092 related
    Filer's total
    $0 + $1,612,605 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 — 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 · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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)

Schedule J, Part I, Line 1a Travel for companions
DIRECTORS AND EX-OFFICIO DIRECTORS PROVIDE THEIR SERVICES AS MEMBERS OF THE BOARD WITHOUT COMPENSATION OR BENEFITS. ANY COMPENSATION AND BENEFITS DISCLOSED FOR SUCH PERSON IS EARNED IN THE RESPECTIVE INDIVIDUAL'S ROLE AS AN OFFICER OR EMPLOYEE OF THE ORGANIZATION, NOT FOR THE INDIVIDUAL'S ROLE AS A BOARD MEMBER OR DIRECTOR. OFFICERS, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES ARE FULL-TIME EMPLOYEES. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETING AND FUNCTIONS.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
EXPLANATION OF RELATED ORGANIZATION DETERMINING CEO COMPENSATION THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR IS AN EMPLOYEE OF CHRISTUS HEALTH, A RELATED ORGANIZATION. AS A RESULT, COMPENSATION IS ESTABLISHED AT THE CHRISTUS HEALTH LEVEL AND THE FILING ORGANIZATION DOES NOT HAVE A ROLE IN IMPLEMENTING THE METHODS USED TO ESTABLISH COMPENSATION OR IN DETERMINING CEO/EXECUTIVE DIRECTOR COMPENSATION. CHRISTUS HEALTH USES AN EXECUTIVE COMPENSATION COMMITTEE TO ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS BI-ANNUAL COMPENSATION SURVEY.
Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING RECEIVED SEVERANCE PAYMENTS DURING 2022: SCOTT SMITH, M.D. RECEIVED $300,000 AS A SEVERANCE PAYMENT DURING CALENDAR YEAR 2022.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, AND PENSION RESTORATION PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT PENSION RESTORATION PLAN AT 6% OF PENSIONABLE EARNINGS WHICH ARE OVER THE IRS LEGISLATIVE COMPENSATION LIMIT. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER LEGACY PENSION PLAN. IF A PARTICIPANT HAS PROTECTED PENSION BENEFITS UNDER SUCH LEGACY PLANS, HIS/HER PERCENTAGE IS ZERO UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, AS THE PROTECTED BENEFIT IS ALREADY EQUAL TO OR BETTER THAN CURRENT MARKET. STEVE KEUER , MD RECEIVED $196,367 DURING THE CALENDAR YEAR 2022 UNDER A SUPPLEMENTAL RETIREMENT PLAN. ELIZABETH PULLIAM RECEIVED $73,568 DURING THE CALENDAR YEAR 2022 UNDER A SUPPLEMENTAL RETIREMENT PLAN. ANNE PILEGGI RECEIVED $34,771 DURING THE CALENDAR YEAR 2022 UNDER A SUPPLEMENTAL RETIREMENT PLAN.
Schedule J, Part II SUPPLEMENTAL COMPENSATION INFORMATION
W-2 COMPENSATION MAY INCLUDE PAYMENTS RELATED TO COMPENSATION DEFERRED IN PRIOR YEARS. DEFERRED COMPENSATION MAY INCLUDE DEFERRALS OF CURRENT YEAR COMPENSATION UNDER EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN AND PENSION RESTORATION PLAN.
Schedule J, Part II, Column (B)(ii) SUPPLEMENTAL COMPENSATION INFORMATION
BONUS AND INCENTIVE COMPENSATION MAY INCLUDE AMOUNTS THAT WERE DEFERRED IN A PRIOR YEAR BUT PAID OUT IN CALENDAR YEAR 2022.
Schedule J, Part II, Column (C) DEFERRED COMPENSATION
DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, EMPLOYER CONTRIBUTION TO 403(B) MATCHED SAVINGS PLAN, PENSION RESTORATION PLAN AND ESTIMATED PENSION BENEFITS UNDER CHRISTUS HEALTH CASH BALANCE PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT CASH BALANCE PLAN AT 6% OF PENSIONABLE EARNINGS. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER PENSION PLAN. THESE GRANDFATHERED PARTICIPANTS, BASED ON COMPUTATION AT THE TIME OF THEIR RETIREMENT, WILL RECEIVE THE LARGER OF THE RETIREMENT BENEFIT COMPUTED UNDER THE CASH BALANCE PLAN COMPARED TO THE PREVIOUS PENSION PLAN. DUE TO THE COMPLEXITY OF CALCULATING AN ACCURATE BENEFIT COST FOR GRANDFATHERED PARTICIPANTS, THE FORM 990 REPORTS AS PENSION BENEFITS THEIR ANNUAL ESTIMATED CASH BALANCE PLAN ACCRUAL.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202421309349303697

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.