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Nonprofiteer
← SSM HEALTH FOUNDATION ST LOUIS

Form 990 for tax year 2024

Filed by SSM HEALTH FOUNDATION ST LOUIS.

Totals

Total revenue
$9,812,823
Total expenses
$4,792,321
Contributions and grants received
$5,878,271
Grants paid
$2,911,407
Program service revenue
$1,984,653
Investment income
$2,321,176
Other revenue
-$371,277
Total assets, end of year
$37,074,069
Total liabilities, end of year
$3,750,109
Net assets or fund balances, end of year
$33,323,960
Program services expenses (Part IX)
$3,016,788
Management and general expenses
$45,903
Fundraising expenses
$1,729,630
Program service expenses (Part III)
$3,016,788

Program services were 63.0% 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.

  • 1c · Fundraising events

    $464,642

  • 1f · All other contributions, gifts and grants

    $5,413,629

  • 2a · Program service revenue: MANAGEMENT FEES

    total $1,984,653 · related or exempt $1,984,653

  • 3 · Investment income

    total $627,035 · excluded $627,035

  • 7a · Gross sales of assets other than inventory

    securities $1,694,141

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

    securities $0

  • 7c · Gain or loss

    securities $1,694,141

  • 7d · Net gain or loss

    total $1,694,141 · excluded $1,694,141

  • 8a · Fundraising events: gross income

    $166,358

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

    $464,642

  • 8b · Fundraising events: direct expenses

    $453,368

  • 8c · Net income from fundraising events

    total -$287,010 · excluded -$287,010

  • 10b · Cost of goods sold

    $84,267

  • 10c · Net income from sales of inventory

    total -$84,267 · excluded -$84,267

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,754,492 · program services $2,754,492

  • 2 · Grants to domestic individuals

    total $156,915 · program services $156,915

  • 7 · Other salaries and wages

    total $1,053,063 · management and general $40,109 · fundraising $1,012,954

  • 8 · Pension plan contributions

    total -$27,389 · management and general -$1,043 · fundraising -$26,346

  • 9 · Other employee benefits

    total $101,235 · management and general $3,856 · fundraising $97,379

  • 10 · Payroll taxes

    total $78,264 · management and general $2,981 · fundraising $75,283

  • 11b · Fees: legal

    total -$1,250 · fundraising -$1,250

  • 12 · Advertising and promotion

    total $313,136 · fundraising $313,136

  • 13 · Office expenses

    total $193,827 · program services $105,381 · fundraising $88,446

  • 16 · Occupancy

    total $114,085 · fundraising $114,085

  • 17 · Travel

    total $13,957 · fundraising $13,957

  • 19 · Conferences, conventions and meetings

    total $11,850 · fundraising $11,850

  • 20 · Interest

    total $2,452 · fundraising $2,452

  • 23 · Insurance

    total $1,655 · fundraising $1,655

  • 24a · Other expenses: BANK FEES

    total $17,537 · fundraising $17,537

  • 24b · Other expenses: OTHER EXPENSES

    total $5,800 · fundraising $5,800

  • 24c · Other expenses: LICENSES, DUES & SUBSCR

    total $2,807 · fundraising $2,807

  • 24d · Other expenses: TAXES

    total -$115 · fundraising -$115

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,666,671 · end of year $1,226,656

  • 3 · Pledges and grants receivable

    beginning of year $3,676,917 · end of year $3,502,098

  • 8 · Inventories for sale or use

    beginning of year $5,540 · end of year $4,460

  • 12 · Investments: other securities

    beginning of year $11,298,146 · end of year $17,727,689

  • 13 · Investments: program-related

    beginning of year $16,706,175 · end of year $14,613,166

  • 15 · Other assets

    beginning of year $128,868 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $71,285 · end of year $23,049

  • 25 · Other liabilities

    beginning of year $500,611 · end of year $3,727,060

  • 27 · Net assets without donor restrictions

    beginning of year $12,524,205 · end of year $15,213,509

  • 28 · Net assets with donor restrictions

    beginning of year $20,386,216 · end of year $18,110,451

Mission and programs · 2024

Mission

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

Activities or mission (Part I)

TO SUPPORT HEALTH CARE AND WELLNESS INITIATIVES OF SSM HEALTH HOSPITALS IN THE ST. LOUIS METROPOLITAN AREA.

  • PROVIDED FUNDING TO SUPPORT THE HEALTH CARE AND WELLNESS INITIATIVES OF VARIOUS SSM HEALTH HOSPITALS IN THE ST. LOUIS METROPOLITAN AREA. PLEASE SEE SCHEDULE O FOR A COMPLETE DESCRIPTION OF SIGNIFICANT PROGRAM SERVICE ACCOMPLISHMENTS.

    Expenses $2,859,873 · Grants $2,754,492 · Revenue $1,984,653

  • PROVIDED SCHOLARSHIPS FOR CONFERENCES AND CERTIFICATIONS. PROVIDED EMPLOYEE RELIEF FUND (ERF) ASSISTANCE TO SSM HEALTH TEAM MEMBERS WHO HAVE ENCOUNTERED FINANCIAL HARDSHIP. ASSISTANCE IS PROVIDED TO EMPLOYEES EXPERIENCING EXTRAORDINARY CIRCUMSTANCES SUCH AS A FIRE, NATURAL DISASTER, A CATASTROPHIC OR UNFORESEEN EVENT. CHILD CARE, FUNERAL EXPENSES, TRANSPORTATION, UTILITIES AND HOUSING ASSISTANCE ARE ALSO PROVIDED THROUGH THE ERF FUND. PLEASE SEE SCHEDULE O FOR A COMPLETE DESCRIPTION OF SIGNIFICANT PROGRAM SERVICE ACCOMPLISHMENTS.

    Expenses $156,915 · Grants $156,915

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

Listed in Part VII

  • Kevin Gunn

    TRUSTEE & CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Emery Skolfield

    TRUSTEE & CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    1

  • Robert L Koester

    TRUSTEE & TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Amparo Kollman-Moore

    TRUSTEE & SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Paul Ross

    PRESIDENT - FOUNDATION

    Total calculated
    $307,116
    From this org
    $0
    From related orgs
    $267,893
    Other
    $39,223
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $204,894 related
    Bonus
    $0 + $43,914 related
    Other
    $0 + $19,085 related
    Deferred
    $0 + $30,864 related
    Nontaxable benefits
    $0 + $8,359 related
    Filer's total
    $0 + $307,116 related

  • George Obernagel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Constance Gully

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kyle Grate

    TRUSTEE/HOSP PRES-ST. CLAR

    Total calculated
    $686,017
    From this org
    $0
    From related orgs
    $510,086
    Other
    $175,931
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $389,750 related
    Bonus
    $0 + $107,276 related
    Other
    $0 + $13,060 related
    Deferred
    $0 + $141,406 related
    Nontaxable benefits
    $0 + $34,525 related
    Filer's total
    $0 + $686,017 related

  • Ken Naumann

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tina Garrison

    TRUSTEE/REGIONAL COO-ST. L

    Total calculated
    $1,008,142
    From this org
    $0
    From related orgs
    $778,681
    Other
    $229,461
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $579,376 related
    Bonus
    $0 + $166,018 related
    Other
    $0 + $33,287 related
    Deferred
    $0 + $202,827 related
    Nontaxable benefits
    $0 + $26,634 related
    Filer's total
    $0 + $1,008,142 related

  • Dr Jerome Dwyer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Steven Scott

    TRUSTEE/HOSP PRES-SLUH & S

    Total calculated
    $1,144,411
    From this org
    $0
    From related orgs
    $928,447
    Other
    $215,964
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $592,346 related
    Bonus
    $0 + $242,444 related
    Other
    $0 + $93,657 related
    Deferred
    $0 + $202,658 related
    Nontaxable benefits
    $0 + $13,306 related
    Filer's total
    $0 + $1,144,411 related

  • Darren Clay

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Deborah Graves

    TRUSTEE/HOSP PRES-ST. JOSE

    Total calculated
    $136,576
    From this org
    $0
    From related orgs
    $117,149
    Other
    $19,427
    Hours/week
    1 + 50 related

  • Jacob Brooks

    TRUSTEE/HOSP PRES-ST. JOSE

    Total calculated
    $726,405
    From this org
    $0
    From related orgs
    $554,163
    Other
    $172,242
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,601 related
    Bonus
    $0 + $118,261 related
    Other
    $0 + $12,301 related
    Deferred
    $0 + $150,855 related
    Nontaxable benefits
    $0 + $21,387 related
    Filer's total
    $0 + $726,405 related

  • Stephen Newman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michelle Nischbach

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Evan McGinnis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Greg Hesser

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lou Brock Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeremy Fotheringham

    TRUSTEE/REG PRES-ST. LOUIS

    Total calculated
    $1,940,338
    From this org
    $0
    From related orgs
    $1,310,180
    Other
    $630,158
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $837,601 related
    Bonus
    $0 + $470,869 related
    Other
    $0 + $1,710 related
    Deferred
    $0 + $589,116 related
    Nontaxable benefits
    $0 + $41,042 related
    Filer's total
    $0 + $1,940,338 related

  • Chris Veremakis MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Gabathuler

    TRUSTEE

    Total calculated
    $294,297
    From this org
    $0
    From related orgs
    $275,623
    Other
    $18,674
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $268,461 related
    Bonus
    $0
    Other
    $0 + $7,162 related
    Deferred
    $0 + $3,065 related
    Nontaxable benefits
    $0 + $15,609 related
    Filer's total
    $0 + $294,297 related

  • Kirk Syberg

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Prost

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jessica Portis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • William Schroer

    TRUSTEE/PHYSICIAN-DEPAUL

    Total calculated
    $985,521
    From this org
    $0
    From related orgs
    $947,128
    Other
    $38,393
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $939,564 related
    Bonus
    $0
    Other
    $0 + $7,564 related
    Deferred
    $0 + $11,492 related
    Nontaxable benefits
    $0 + $26,901 related
    Filer's total
    $0 + $985,521 related

  • Stephen Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Henry Randall

    TRUSTEE/PHYSICIAN-SLUH

    Total calculated
    $705,641
    From this org
    $0
    From related orgs
    $660,240
    Other
    $45,401
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $652,678 related
    Bonus
    $0
    Other
    $0 + $7,562 related
    Deferred
    $0 + $26,278 related
    Nontaxable benefits
    $0 + $19,123 related
    Filer's total
    $0 + $705,641 related

  • Deborah Berini

    TRUSTEE, DEPAUL HOSPITAL - ST. LOUIS PRESIDENT

    Total calculated
    $440,311
    From this org
    $0
    From related orgs
    $332,768
    Other
    $107,543
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $297,030 related
    Bonus
    $0
    Other
    $0 + $35,738 related
    Deferred
    $0 + $99,704 related
    Nontaxable benefits
    $0 + $7,839 related
    Filer's total
    $0 + $440,311 related

  • Sharita Kyles Wilson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Maite Ryan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Zach Dockman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Anthony Soukenik

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jerry Rumpf

    TRUSTEE, ST. JOESPH HOSPITAL -LSL

    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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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 1A
SEVERAL INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED TAX INDEMNIFICATION/GROSS-UP PAYMENTS IN 2024. THE PAYMENTS WERE INCLUDED IN TAXABLE COMPENSATION.
PART I, LINE 3
THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, PRESIDENT-FOUNDATION, IS COMPENSATED BY A RELATED ORGANIZATION THAT UTILIZED THE FOLLOWING TO DETERMINE COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY; (3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4B
PENSION RESTORATION 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 2024. CAPITAL ACCUMULATION PLAN: SSMH PROVIDES THIS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO EXECUTIVE 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 DISTRIBUTIONS FROM THIS PLAN IN 2024. ALL DISTRIBUTIONS RECEIVED FROM THE PLAN IN THE CURRENT YEAR WERE INCLUDED IN THE INDIVIDUAL'S TAXABLE COMPENSATION. PAUL ROSS - $17,992 KYLE GRATE - $12,163 TINA GARRISON - $31,577 JACOB BROOKS - $11,430

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 · general or managing partner

  • ST LOUIS HEALTHCARE SUPPORT SERVICES LLC

    LAUNDRY SERVICES · MO · general or managing partner

  • 1110 N CLASSEN BLVD LLC

    MOB · OK · general or managing partner

  • MT VERNON RADIATION THERAPY CENTER LLC

    RADIATION THERAPY · IL · general or managing partner

  • CHOWSMGSI OFFICE BUILDING LLC

    MOB · IL

  • OZA CANCER CENTER LLC

    MOB · IL

  • WINGRA BUILDING GROUP

    MOB · WI

  • JANESVILLE RIVERVIEW CLINIC BUILDING PARTNERSHIP

    MOB · WI

  • 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

  • ST CLARE IMAGING SERVICES LLC

    DIAG. SERVICES · WI · general or managing partner

  • NAVITUS HEALTH SOLUTIONS LLC

    PHARMACY BENEFIT MANAGEMENT · WI

  • EPIPHANY RX LLC

    PHARMACY BENEFIT MANAGEMENT · DE

  • RXPRECHECK LL

    PHARMACY BENEFIT MANAGEMENT · TN

  • ARCHIMEDES LLC

    PHARMACY BENEFIT MANAGEMENT · TN

  • M&C REALTY LLC

    MOB · MO · general or managing partner

  • 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.

  • SSMHC INSURANCE COMPANY

    C · INSURANCE · CJ

  • OMNINHEALTH HOLDINGS

    C · HEALTH CARE CONSULTING · DE

  • SSM MANAGED CARE ORGANIZATION LLC

    C · HEALTH PROMOTION · MO

  • ST MARY'S HOSPITAL CAMPUS CONDOMINIUM OWNERS ASSOCIATION INC

    C · CONDO ASSOCIATION · WI

  • PHYSICIANS SERVICES CORP OF SOUTHERN ILLINOIS INC

    C · HEALTH CARE · IL

  • FPP INC & SUBS

    C · HEALTH CARE · MO

  • SSM MEDICAL GROUP INC

    C · PHYSICIAN OFFICES · MO

  • SSM HEALTH PHARMACY LLC

    C · PHARMACY · MO

  • SSMHC LIABILITY TRUST II

    C · INSURANCE · MO

  • HEALTHFIRST PHYSICIAN MANAGEMENT SERVICES

    C · MEDICAL SERVICES · OK

  • DIVERSIFIED HEALTH SERVICES CORP

    C · MEDICAL EQUIPMENT · MO

  • SSM PROPERTIES INC

    C · PROPERTY SERVICES · MO

  • DEAN HEALTH SYSTEMS INC

    C · PHYSICIAN OFFICES · WI

  • DEAN RETAIL SERVICES INC

    C · PROPERTY SERVICES · WI

  • NAVITUS HOLDINGS LLC

    C · PHARMACY · WI

  • SSM HEALTH JANESVILLE CAMPUS CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOCIATION · WI

  • QUALITY DRUG CORPORATION

    C · PHARMACY BENEFITS · CA

  • PARTNERS GROUP PMC PRIVATE CREDIT LP

    C · INVESTMENT · CJ

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202533219349321168

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