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Nonprofiteer
← SAINT JOSEPH BEREA HOSPITALFOUNDATION INC

Form 990 for tax year 2022

Filed by SAINT JOSEPH BEREA HOSPITALFOUNDATION INC.

Totals

Total revenue
$651,747
Total expenses
$431,956
Contributions and grants received
$461,919
Grants paid
$431,956
Program services expenses (Part IX)
$431,956
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$431,956

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANTHONY HOUSTON

    MARKET CEO

    Total calculated
    $1,076,228
    From this org
    $0
    From related orgs
    $1,023,936
    Other
    $52,292
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $611,232 related
    Bonus
    $0 + $356,493 related
    Other
    $0 + $56,211 related
    Deferred
    $0 + $17,011 related
    Nontaxable benefits
    $0 + $35,281 related
    Filer's total
    $0 + $1,076,228 related

  • CHRISTY SPITSER

    MARKET VP - CFO

    Total calculated
    $399,224
    From this org
    $0
    From related orgs
    $350,550
    Other
    $48,674
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,329 related
    Bonus
    $0 + $39,091 related
    Other
    $0 + $1,130 related
    Deferred
    $0 + $16,835 related
    Nontaxable benefits
    $0 + $31,839 related
    Filer's total
    $0 + $399,224 related

  • LESLIE SMART

    PRESIDENT FOUNDATIONS (PARTIAL YEAR)

    Total calculated
    $376,209
    From this org
    $0
    From related orgs
    $357,418
    Other
    $18,791
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $312,562 related
    Bonus
    $0 + $40,106 related
    Other
    $0 + $4,750 related
    Deferred
    $0 + $16,140 related
    Nontaxable benefits
    $0 + $2,651 related
    Filer's total
    $0 + $376,209 related

  • K DELAINE THIEL

    INTERIM VICE PRESIDENT, PHILANTHROPY

    Total calculated
    $51,201
    From this org
    $0
    From related orgs
    $51,133
    Other
    $68
    Hours/week
    10 + 40 related

  • JAKOB DUERSON

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • BRAD LEWIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DOMINIQUE MARTIN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DAVID MAYO

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JANEL DAVENPORT

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOSH COFFMAN

    BOARD MEMBER (PARTIAL YEAR)

    Total calculated
    $0
    Hours/week
    1

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

  • 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 3
DURING THE CALENDAR YEAR 2022, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY ST. JOSEPH HEALTH SYSTEM, INC., A RELATED ORGANIZATION. ST. JOSEPH HEALTH SYSTEM, INC. USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I 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.
PART I LINE 4B
DURING THE 2022 CALENDAR YEAR, COMMONSPIRIT HEALTH ("COMMONSPIRIT") MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR DIVISION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. 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, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2022 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 2022, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: ANTHONY HOUSTON, $54,952.
SCHEDULE J, PART II
SAINT JOSEPH BEREA HOSPITAL 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 HUMAN RESOURCES 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 2022.

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
7 May 2024
IRS schema version
2022v5.0
Source object
202411289349303721

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