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Nonprofiteer
← SAINT FRANCIS FOUNDATION

Form 990 for tax year 2023

Filed by SAINT FRANCIS FOUNDATION.

Totals

Total revenue
$4,635,459
Total expenses
$3,078,084
Contributions and grants received
$3,657,144
Grants paid
$876,286
Program service revenue
$0
Investment income
$1,011,026
Other revenue
-$32,711
Total assets, end of year
$11,746,860
Total liabilities, end of year
$938,316
Net assets or fund balances, end of year
$10,808,544
Program services expenses (Part IX)
$3,078,084
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$3,078,084

Program services were 100.0% 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

    $426,905

  • 1e · Government grants (contributions)

    $45,000

  • 1f · All other contributions, gifts and grants

    $3,185,239

  • 1g · Noncash contributions included above

    $229,464

  • 3 · Investment income

    total $718,873 · related or exempt $718,873

  • 7a · Gross sales of assets other than inventory

    other assets $292,153

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

    other assets $0

  • 7c · Gain or loss

    other assets $292,153

  • 7d · Net gain or loss

    total $292,153 · related or exempt $292,153

  • 8a · Fundraising events: gross income

    $82,520

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

    $344,385

  • 8b · Fundraising events: direct expenses

    $115,231

  • 8c · Net income from fundraising events

    total -$32,711 · excluded -$32,711

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $649,361 · program services $649,361

  • 2 · Grants to domestic individuals

    total $226,925 · program services $226,925

  • 12 · Advertising and promotion

    total $107,941 · program services $107,941

  • 23 · Insurance

    total $500 · program services $500

  • 24a · Other expenses: OTHER SUPPLIES AND EXPE

    total $1,431,273 · program services $1,431,273

  • 24b · Other expenses: PURHCASED SERVICES

    total $320,682 · program services $320,682

  • 24c · Other expenses: DRUGS AND PHARMACEUTICA

    total $221,952 · program services $221,952

  • 24d · Other expenses: MEDICAL SUPPLIES

    total $86,772 · program services $86,772

  • 24e · All other expenses

    total $32,678 · program services $32,678

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $72,439 · end of year $172,562

  • 3 · Pledges and grants receivable

    beginning of year $1,100,256 · end of year $173,946

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

    $620,905

  • 10c · Land, buildings and equipment, net

    beginning of year $878,752 · end of year $620,905

  • 11 · Investments: publicly traded securities

    beginning of year $8,156,010 · end of year $10,779,447

  • 17 · Accounts payable and accrued expenses

    beginning of year $163,998 · end of year $113,316

  • 25 · Other liabilities

    beginning of year $825,000 · end of year $825,000

  • 27 · Net assets without donor restrictions

    beginning of year $972,627 · end of year $608,560

  • 28 · Net assets with donor restrictions

    beginning of year $8,245,832 · end of year $10,199,984

Mission and programs · 2023

Mission

THE SAINT FRANCIS MEDICAL CENTER FOUNDATION IS A NOT-FOR-PROFIT CORPORATION OPERATED EXCLUSIVELY FOR THE BENEFIT OF SAINT FRANCIS HEALTHCARE SYSTEM AND SAINT FRANCIS MEDICAL CENTER. ITS PURPOSE IS TO ACQUIRE THE RESOURCES NEEDED FOR THE MEDICAL CENTER TO FULFILL ITS GOALS AND OBJECTIVES. THESE GOALS INCLUDE TAKING A LEADERSHIP POSITION IN PROVIDING HIGH QUALITY, COST-EFFECTIVE ACUTE CARE AND OUTPATIENT SERVICES TO THE PEOPLE OF THIS AREA. THE FOUNDATION'S MISSION WILL REFELECT THE MEDICAL CENTER'S PRIORITIES. IT WILL STRIVE TO INCREASE AWARENESS, UNDERSTANDING AND ACCEPTANCE AMONG THE FACILITY'S MANY PUBLICS. ALL FUNDRAISING EFFORTS WILL BE AIMED AT STRENGTHENING THE INSTITUTION OVERALL AND REAFFIRMING ITS MISSION TO ITS FULLEST POTENTIAL. THE FOUNDATION WILL SECURE FINANCIAL SUPPORT FOR CURRENT OPERATIONS, SPECIAL PROJECTS, CAPITAL EXPANSION, LONG-TERM FINANCIAL STABILITY AND OTHER NEEDS AS IDENTIFIED BY THE MEDICAL CENTER.

Activities or mission (Part I)

THE SAINT FRANCIS MEDICAL CENTER FOUNDATION IS A NOT-FOR-PROFIT CORPORATION OPERATED EXCLUSIVELY FOR THE BENEFIT OF SAINT FRANCIS HEALTHCARE SYSTEM AND SAINT FRANCIS MEDICAL CENTER. ITS PURPOSE IS TO ACQUIRE THE RESOURCES NEEDED FOR THE MEDICAL CENTER TO FULFILL ITS MISSION.

  • AMOUNT REPRESENTS TUITION PAID TO THIRTY-FOUR STUDENTS IN THE HEALTHCARE FIELD TO FURTHER THEIR EDUCATION.

    Expenses $53,000 · Grants $53,000

  • AMOUNT REPRESENTS ASSISTANCE PAID TO EMPLOYEES OF SAINT FRANCIS MEDICAL CENTER WHO ARE EXPERIENCING CRISIS SITUATIONS.

    Expenses $173,925 · Grants $173,925

  • AMOUNT REPRESENTS ASSISTANCE PAID TO SAINT FRANCIS MEDICAL CENTER AND OTHER LOCAL AGENCIES AND INDIVIDUALS FOR NURSING, BUILDING AND EQUIPMENT PURCHASES, LODGING ASSISTANCE, TRANSPORTATION ASSISTANCE, TOBACCO PREVENTION AND CESSATION, ASSISTANCE FOR CANCER PATIENTS, NICU, FAMILY BIRTHPLACE, ARTHRITIS PROGRAMS, HOSPICE PROGRAMS, AND NEW SERVICES AND TECHNOLOGY.

    Expenses $2,851,159 · Grants $649,361

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

Listed in Part VII

  • Andrew Boldrey MD

    DIRECTOR

    Total calculated
    $562,358
    From this org
    $0
    From related orgs
    $523,588
    Other
    $38,770
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $516,872 related
    Bonus
    $0
    Other
    $0 + $6,716 related
    Deferred
    $0 + $12,279 related
    Nontaxable benefits
    $0 + $26,492 related
    Filer's total
    $0 + $562,359 related

  • Tucker Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Laurie Fitzgerald

    DIRECTOR

    Total calculated
    $141,225
    From this org
    $0
    From related orgs
    $124,958
    Other
    $16,267
    Hours/week
    2 + 40 related

  • Lori Fowler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Garrett Ozbun

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Sagar Patel MD

    DIRECTOR

    Total calculated
    $725,691
    From this org
    $0
    From related orgs
    $696,337
    Other
    $29,354
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $642,666 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $28,671 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $9,554 related
    Filer's total
    $0 + $725,691 related

  • Angie Womack

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Carlos Robles MD

    DIRECTOR

    Total calculated
    $786,035
    From this org
    $0
    From related orgs
    $739,712
    Other
    $46,323
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $700,061 related
    Bonus
    $0
    Other
    $0 + $39,651 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $26,523 related
    Filer's total
    $0 + $786,035 related

  • Requi Salter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Todd Marchi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bobbi Palmer

    DIRECTOR

    Total calculated
    $141,581
    From this org
    $0
    From related orgs
    $124,541
    Other
    $17,040
    Hours/week
    2 + 40 related

  • Matt Welker

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • John Denkler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Justin Davison

    CEO

    Total calculated
    $889,979
    From this org
    $0
    From related orgs
    $856,815
    Other
    $33,164
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $687,462 related
    Bonus
    $0 + $157,950 related
    Other
    $0 + $11,403 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $26,564 related
    Filer's total
    $0 + $889,979 related

  • James Wilferth

    VP - SUPPORT SERVICES

    Total calculated
    $342,546
    From this org
    $0
    From related orgs
    $301,768
    Other
    $40,778
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,000 related
    Bonus
    $0 + $37,800 related
    Other
    $0 + $11,968 related
    Deferred
    $0 + $15,973 related
    Nontaxable benefits
    $0 + $24,805 related
    Filer's total
    $0 + $342,546 related

  • Stacy Huff

    EXECUTIVE DIRECTOR

    Total calculated
    $144,363
    From this org
    $0
    From related orgs
    $140,592
    Other
    $3,771
    Hours/week
    2 + 40 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5b · Pay contingent on a related organization's revenues

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this 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 5
EXECUTIVE BONUSES ARE BASED ON FINANCIAL PERFORMANCE OF SAINT FRANCIS MEDICAL CENTER.

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

  • SOUTH SIDE FARMS

    $580,361

    FUNDS RAISED TO SUPPORT SOUTH SIDE FARMS PROJECT

  • CAPE GIRARDEAU PUBLIC SCHOOLS

    $32,000

    FOOD BACKPACKS TO STUDENTS

  • CATHOLIC CHARITIES OF SOUTHERN MISSOURI

    $20,000

    LIFE HOUSE CONSTRUCTION FUND

  • SAINT MARY'S FOOD PANTRY

    $10,000

    FOOD PANTRY CONSTRUCTION FUND

  • ST JOHN HENRY NEWMAN CENTER

    $7,000

    CAMPUS MINISTRY CONSTRUCTION FUND

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 corporations and trusts

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

  • SAINT FRANCIS HEALTH DEVELOPMENT

    C · HOLDING CO · MO

    Directly controlled by SFHS

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202501359349305240

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