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Nonprofiteer
← SAINT FRANCIS HOSPITAL AND MEDICAL CENTER

Form 990 for tax year 2023

Filed by SAINT FRANCIS HOSPITAL AND MEDICAL CENTER.

Totals

Total revenue
$876,806,833
Total expenses
$932,185,152
Contributions and grants received
$8,203,982
Grants paid
$306,348
Program services expenses (Part IX)
$828,273,465
Management and general expenses
$103,911,687
Fundraising expenses
$0
Program service expenses (Part III)
$828,273,465

Program services were 88.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JAMES SMITH

    DIRECTOR, CHAIR THR 12/23

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JOANN PRICE

    DIR; V CHR THR 12/23; CHAIR AT 1/24

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • WALTER HARRISON

    DIRECTOR; VICE CHAIR AS OF 1/24

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • MOST REV JUAN MIGUEL BETANCOURT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • EMILY BROWER

    DIRECTOR; TRINITY SVP CLINICAL INTG

    Total calculated
    $961,884
    From this org
    $0
    From related orgs
    $784,604
    Other
    $177,280
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $469,142 related
    Bonus
    $0 + $214,731 related
    Other
    $0 + $100,731 related
    Deferred
    $0 + $138,440 related
    Nontaxable benefits
    $0 + $38,840 related
    Filer's total
    $0 + $961,884 related

  • MONTEZ CARTER

    DIRECTOR; TH OF NE PRES/CEO

    Total calculated
    $1,638,045
    From this org
    $0
    From related orgs
    $1,367,293
    Other
    $270,752
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $820,976 related
    Bonus
    $0 + $371,250 related
    Other
    $0 + $175,067 related
    Deferred
    $0 + $233,475 related
    Nontaxable benefits
    $0 + $37,277 related
    Filer's total
    $0 + $1,638,045 related

  • GREGORY DAVIS

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • ROBERT GUMBARDO MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • AROSHA JAYAWICKREMA

    DIRECTOR AS OF 1/24

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JOHN KINNEY

    DIRECTOR AS OF 1/24

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • KARL KRAPEK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • NANCY KROEBER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JOYCE MANDELL

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • BARBARA MULLEN CSJ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • CATHERINE SPATH MD

    DIRECTOR, MEDICAL STAFF PRESIDENT

    Total calculated
    $575,324
    From this org
    $0
    From related orgs
    $523,269
    Other
    $52,055
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $425,396 related
    Bonus
    $0 + $45,816 related
    Other
    $0 + $52,057 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $32,255 related
    Filer's total
    $0 + $575,324 related

  • MICHELLE THEROUX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • ROBERT ANTHONY

    SECRETARY; VP MANAGING COUNSEL

    Total calculated
    $769,952
    From this org
    $0
    From related orgs
    $645,595
    Other
    $124,357
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $460,129 related
    Bonus
    $0 + $116,357 related
    Other
    $0 + $69,109 related
    Deferred
    $0 + $89,318 related
    Nontaxable benefits
    $0 + $35,039 related
    Filer's total
    $0 + $769,952 related

  • THOMAS BURKE

    PRESIDENT THROUGH 12/23

    Total calculated
    $850,868
    From this org
    $0
    From related orgs
    $807,971
    Other
    $42,897
    Hours/week
    49 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $572,467 related
    Bonus
    $0 + $203,222 related
    Other
    $0 + $32,282 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $32,997 related
    Filer's total
    $0 + $850,868 related

  • SEAN FITZPATRICKPD BY MGMT CO

    TREAS; INTERIM REG CFO AS OF 10/23

    Total calculated
    $0
    Hours/week
    1 + 49 related

  • SHERI LEMIEUX

    ASST SEC; ASST TO TH OF NE PRES/CEO

    Total calculated
    $126,159
    From this org
    $0
    From related orgs
    $109,978
    Other
    $16,181
    Hours/week
    1 + 39 related

  • DANIEL MOEN

    TRINITY EXEC;INTERIM PRES 12/23-6/24

    Total calculated
    $909,883
    From this org
    $0
    From related orgs
    $844,626
    Other
    $65,257
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $694,676 related
    Bonus
    $0 + $111,650 related
    Other
    $0 + $38,300 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $45,457 related
    Filer's total
    $0 + $909,883 related

  • VALERIE POWELL-STAFFORD

    PRESIDENT AS OF 6/24

    Total calculated
    $0
    Hours/week
    50 + 5 related

  • DAVID SHAPIRO MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $669,713
    From this org
    $0
    From related orgs
    $633,875
    Other
    $35,838
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $517,871 related
    Bonus
    $0 + $103,525 related
    Other
    $0 + $12,479 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $16,038 related
    Filer's total
    $0 + $669,713 related

  • LEE ANN JUDY

    REGISTERED NURSE

    Total calculated
    $324,730
    From this org
    $0
    From related orgs
    $287,038
    Other
    $37,692
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $282,162 related
    Bonus
    $0
    Other
    $0 + $4,876 related
    Deferred
    $0 + $21,933 related
    Nontaxable benefits
    $0 + $15,759 related
    Filer's total
    $0 + $324,730 related

  • MARIJUNE CARD

    REGISTERED NURSE

    Total calculated
    $339,050
    From this org
    $0
    From related orgs
    $283,032
    Other
    $56,018
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $278,413 related
    Bonus
    $0
    Other
    $0 + $4,619 related
    Deferred
    $0 + $17,751 related
    Nontaxable benefits
    $0 + $38,267 related
    Filer's total
    $0 + $339,050 related

  • GARY LAPOLLA

    OCCUPATIONAL HEALTH PHYSICIAN

    Total calculated
    $338,935
    From this org
    $0
    From related orgs
    $280,290
    Other
    $58,645
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $278,380 related
    Bonus
    $0
    Other
    $0 + $1,910 related
    Deferred
    $0 + $17,613 related
    Nontaxable benefits
    $0 + $41,032 related
    Filer's total
    $0 + $338,935 related

  • ANGELA SAKAL

    CHIEF PERFUSIONIST

    Total calculated
    $331,637
    From this org
    $0
    From related orgs
    $284,491
    Other
    $47,146
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $263,536 related
    Bonus
    $0 + $19,822 related
    Other
    $0 + $1,133 related
    Deferred
    $0 + $12,515 related
    Nontaxable benefits
    $0 + $34,631 related
    Filer's total
    $0 + $331,637 related

  • SHERIFA BELLO

    REGISTERED NURSE

    Total calculated
    $289,462
    From this org
    $0
    From related orgs
    $273,077
    Other
    $16,385
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $273,077 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $16,385 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $289,462 related

  • JAMES HARRIS

    FORMER OFFICER; TH OF NE DIR OF REIM

    Total calculated
    $277,482
    From this org
    $0
    From related orgs
    $231,090
    Other
    $46,392
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,021 related
    Bonus
    $0 + $21,530 related
    Other
    $0 + $2,539 related
    Deferred
    $0 + $17,812 related
    Nontaxable benefits
    $0 + $28,580 related
    Filer's total
    $0 + $277,482 related

  • DAVID BITTNER

    FORMER OFFICER

    Total calculated
    $1,263,682
    From this org
    $0
    From related orgs
    $692,380
    Other
    $571,302
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $242,750 related
    Bonus
    $0
    Other
    $0 + $449,630 related
    Deferred
    $0 + $539,240 related
    Nontaxable benefits
    $0 + $32,062 related
    Filer's total
    $0 + $1,263,682 related

  • MICHAEL GREY MD

    FORMER KE; CHAIR OF MEDICINE

    Total calculated
    $416,934
    From this org
    $0
    From related orgs
    $398,401
    Other
    $18,533
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,218 related
    Bonus
    $0 + $26,667 related
    Other
    $0 + $5,516 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $3,683 related
    Filer's total
    $0 + $416,934 related

  • JENNIFER SCHNEIDER

    FORMER OFFICER

    Total calculated
    $966,813
    From this org
    $0
    From related orgs
    $578,473
    Other
    $388,340
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $321,533 related
    Bonus
    $0 + $105,570 related
    Other
    $0 + $151,370 related
    Deferred
    $0 + $352,675 related
    Nontaxable benefits
    $0 + $35,665 related
    Filer's total
    $0 + $966,813 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

  • 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)

PART I, LINE 3
SAINT FRANCIS HOSPITAL AND MEDICAL CENTER IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. SAINT FRANCIS HOSPITAL AND MEDICAL CENTER'S PRESIDENT IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF SAINT FRANCIS HOSPITAL AND MEDICAL CENTER'S PRESIDENT: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2023. THESE AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: DAVID BITTNER - $294,437 JENNIFER SCHNEIDER - $89,329 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNT, WHICH WAS UNPAID AS OF 12/31/23: DAVID BITTNER - $534,192 (PAID IN 2024) JENNIFER SCHNEIDER - $337,825 (PAID IN 2024) THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2023 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: ROBERT ANTHONY - $56,002 DAVID BITTNER - $137,699 EMILY BROWER - $79,604 THOMAS BURKE - $16,223 MONTEZ CARTER - $73,923 JENNIFER SCHNEIDER - $50,566 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2023 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: ROBERT ANTHONY - $74,468 EMILY BROWER - $123,590 MONTEZ CARTER - $213,675 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($330,000 IN 2023). THE FOLLOWING PAYOUTS FOR 2023 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: DANIEL MOEN - $10,598 DAVID SHAPIRO - $8,524

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
2023
Filed
12 August 2025
IRS schema version
2023v6.0
Source object
202522249349300512

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