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Nonprofiteer
← ST CHARLES HEALTH SYSTEM INC

Form 990 for tax year 2023

Filed by ST CHARLES HEALTH SYSTEM INC.

Totals

Total revenue
$1,249,327,648
Total expenses
$1,159,541,899
Contributions and grants received
$2,303,867
Grants paid
$1,527,086
Program service revenue
$1,224,034,420
Investment income
$8,210,998
Other revenue
$14,778,363
Total assets, end of year
$1,438,531,122
Total liabilities, end of year
$569,052,907
Net assets or fund balances, end of year
$869,478,215
Program services expenses (Part IX)
$945,223,714
Management and general expenses
$213,598,517
Fundraising expenses
$719,668
Program service expenses (Part III)
$945,223,714

Program services were 81.5% 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.

  • 1d · Related organizations

    $1,281,383

  • 1e · Government grants (contributions)

    $63,062

  • 1f · All other contributions, gifts and grants

    $959,422

  • 1g · Noncash contributions included above

    $158,508

  • 2a · Program service revenue: HEALTHCARE JOINT VENTURES

    total $1,860,012 · related or exempt $1,860,012

  • 2b · Program service revenue: HOME HEALTH & HOSPICE

    total $12,735,632 · related or exempt $12,735,632

  • 2c · Program service revenue: PATIENT & PT TAX INTEREST

    total $791,759 · related or exempt $791,759

  • 2d · Program service revenue: SCHS CLINICS

    total $84,032,231 · related or exempt $84,032,231

  • 2e · Program service revenue: SCHS HOSPITALS

    total $1,123,838,421 · related or exempt $1,123,838,421

  • 2f · All other program service revenue

    total $776,365 · related or exempt $776,365

  • 3 · Investment income

    total $4,616,129 · excluded $4,616,129

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $1,704,724

  • 6b · Less rental expenses

    real property $3,193

  • 6c · Rental income or loss

    real property $1,701,531

  • 6d · Net rental income or loss

    total $1,701,531 · excluded $1,701,531

  • 7a · Gross sales of assets other than inventory

    securities $391,174,953 · other assets $24,354,765

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

    securities $387,542,976 · other assets $24,391,873

  • 7c · Gain or loss

    securities $3,631,977 · other assets -$37,108

  • 7d · Net gain or loss

    total $3,594,869 · excluded $3,594,869

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $319,605

  • 10b · Cost of goods sold

    $181,606

  • 10c · Net income from sales of inventory

    total $137,999 · related or exempt $137,999

  • 11a · Other revenue: IT SUPPORT

    total $12,938,833 · unrelated business $12,938,833

  • 11e · Other revenue, total

    $12,938,833

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,527,086 · program services $1,527,086

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $7,799,295 · management and general $7,799,295

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $526,553,135 · program services $438,567,834 · management and general $87,496,630 · fundraising $488,671

  • 8 · Pension plan contributions

    total $20,504,888 · program services $17,081,821 · management and general $3,405,053 · fundraising $18,014

  • 9 · Other employee benefits

    total $64,149,498 · program services $45,412,425 · management and general $18,657,654 · fundraising $79,419

  • 10 · Payroll taxes

    total $33,439,132 · program services $26,993,484 · management and general $6,410,384 · fundraising $35,264

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $6,264,955 · management and general $6,264,955

  • 11c · Fees: accounting

    total $328,858 · management and general $328,858

  • 11d · Fees: lobbying

    total $130,000 · management and general $130,000

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $1,697,047 · management and general $1,697,047

  • 11g · Fees: other

    total $113,700,874 · program services $90,580,664 · management and general $23,061,684 · fundraising $58,526

  • 12 · Advertising and promotion

    total $611,559 · program services $172,181 · management and general $439,219 · fundraising $159

  • 13 · Office expenses

    total $8,283,331 · program services $6,818,623 · management and general $1,458,035 · fundraising $6,673

  • 14 · Information technology

    total $25,652,295 · program services $221,941 · management and general $25,429,345 · fundraising $1,009

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $10,910,151 · program services $9,389,104 · management and general $1,520,691 · fundraising $356

  • 17 · Travel

    total $1,591,198 · program services $1,151,829 · management and general $436,149 · fundraising $3,220

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $2,267,803 · program services $992,357 · management and general $1,260,219 · fundraising $15,227

  • 20 · Interest

    total $11,649,338 · program services $210,414 · management and general $11,438,924

  • 21 · Payments to affiliates

    total $1,840,662 · program services $764,695 · management and general $1,069,662 · fundraising $6,305

  • 22 · Depreciation, depletion and amortization

    total $38,662,195 · program services $28,177,474 · management and general $10,484,721

  • 23 · Insurance

    total $3,290,586 · management and general $3,290,586

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $192,726,014 · program services $195,101,150 · management and general -$2,375,136

  • 24b · Other expenses: PROVIDER TAX EXPENSE

    total $57,435,615 · program services $57,435,615

  • 24c · Other expenses: MAINTENTANCE AND REPAIRS

    total $14,026,837 · program services $11,839,106 · management and general $2,185,018 · fundraising $2,713

  • 24d · Other expenses: PATIENT SUPPORT

    total $7,683,548 · program services $6,701,336 · management and general $982,212

  • 24e · All other expenses

    total $6,815,999 · program services $6,084,575 · management and general $727,312 · fundraising $4,112

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $32,297,191 · end of year $2,684,878

  • 2 · Savings and temporary cash investments

    beginning of year $59,788,018 · end of year $128,780,988

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $124,132,362 · end of year $165,848,154

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $17,069,644 · end of year $12,962,179

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,638,658 · end of year $16,405,314

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

    $911,982,675

  • 10b · Land, buildings and equipment: accumulated depreciation

    $530,939,864

  • 10c · Land, buildings and equipment, net

    beginning of year $375,967,980 · end of year $381,042,811

  • 11 · Investments: publicly traded securities

    beginning of year $578,755,147 · end of year $649,376,092

  • 12 · Investments: other securities

    beginning of year $57,581,065 · end of year $57,664,222

  • 13 · Investments: program-related

    beginning of year $3,754,883 · end of year $3,860,982

  • 14 · Intangible assets

    beginning of year $4,544,402 · end of year $4,532,874

  • 15 · Other assets

    beginning of year $12,714,452 · end of year $15,372,628

  • 17 · Accounts payable and accrued expenses

    beginning of year $140,729,527 · end of year $162,741,546

  • 19 · Deferred revenue

    beginning of year $6,328,516 · end of year $7,643,093

  • 20 · Tax-exempt bond liabilities

    beginning of year $362,597,544 · end of year $355,497,222

  • 23 · Secured mortgages and notes payable

    beginning of year $27,853,925 · end of year $26,799,670

  • 25 · Other liabilities

    beginning of year $14,692,428 · end of year $16,371,376

  • 27 · Net assets without donor restrictions

    beginning of year $730,041,862 · end of year $869,478,215

Mission and programs · 2023

Mission

To own, manage and operate hospitals in Central Oregon, as well as the care of sick, injured and infirm and the carrying on, participation in and sponsorship of health-related services and activities in the communities.

Activities or mission (Part I)

Mission: In a spirit of love and compassion, better health, better care, better value. Vision: Creating America's healthiest community, together.

  • ST CHARLES HOSPITALS - ST. CHARLES HEALTH SYSTEM, INC. (SCHS) IS AN OREGON NONPROFIT CORPORATION THAT OPERATES A HEALTHCARE DELIVERY SYSTEM, WHICH INCLUDES HOSPITALS IN CENTRAL OREGON. SCHSS FLAGSHIP HOSPITAL IS LOCATED IN BEND WITH AN AFFILIATED CAMPUS IN REDMOND. IN ADDITION, SCHS OWNS AND OPERATES CRITICAL ACCESS HOSPITALS IN MADRAS AND PRINEVILLE. SCHS HOSPITALS PROVIDED SERVICES FOR 20,521 INPATIENTS, 2,288 BIRTHS, 22,446 SURGICAL CASES, 97,080 EMERGENCY ROOM VISITS, AND 231,043 OTHER OUTPATIENT VISITS IN 2023.

    Expenses $816,217,984 · Grants $1,527,086 · Revenue $1,123,838,421

  • ST. CHARLES CLINICSSCHS ALSO OWNS AND OPERATES MEDICAL CLINICS LOCATED THROUGHOUT THE REGION WHICH PROVIDE OUTPATIENT SERVICES SUCH AS CANCER CARE, OB/GYN, PULMONARY CARE, SLEEP DISORDER RESOURCES, BEHAVIORAL HEALTH, HEART SERVICES AND PRIMARY CARE. SCHS PROVIDED OVER 48,100 VISITS IN 2023. SCHS ALSO OPERATES THREE IMMEDIATE CARE CLINICS TO PROVIDE LOW-COST URGENT CARE SERVICES TO THE COMMUNITY; THE URGENT CARE CLINICS PROVIDED SERVICES FOR MORE THAN 218,100 PATIENT VISITS IN 2023.

    Expenses $115,306,801 · Revenue $84,032,231

  • ST. CHARLES HOME HEALTH & HOSPICE - SCHS HOME HEALTH SERVICES PROVIDES REGISTERED NURSES, CERTIFIED HOME HEALTH AIDES, PHYSICAL AND OCCUPATIONAL THERAPISTS, SPEECH LANGUAGE PATHOLOGISTS, AND LICENSED SOCIAL WORKERS WHO COLLABORATE WITH PATIENTS, THEIR FAMILIES AND REFERRING PHYSICIANS TO DEVELOP AND PROVIDE IN-HOME HEALTH CARE TREATMENT. SCHS HOME HEALTH PROVIDED 24,998 VISITS IN 2023. SCHS HOSPICE SERVICES PROVIDES CARE TO TERMINALLY ILL PATIENTS AND THEIR FAMILIES IN DESCHUTES, CROOK, JEFFERSON, AND NORTH KLAMATH COUNTIES. SCHS HOSPICE PROVIDED 25,255 VISITS IN 2023.

    Expenses $13,698,929 · Revenue $12,735,632

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

Listed in Part VII

  • Gordon Steve

    President

    Total calculated
    $1,564,694
    From this org
    $1,522,421
    From related orgs
    $0
    Other
    $42,273
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,267,302
    Bonus
    $297
    Other
    $254,822
    Deferred
    $19,800
    Nontaxable benefits
    $22,473
    Filer's total
    $1,564,694

  • Joe Sluka

    President CEO

    Total calculated
    $980,608
    From this org
    $980,608
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    $7,276
    Other
    $973,332
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $980,608

  • Clover Todd MD

    Physician

    Total calculated
    $924,826
    From this org
    $874,205
    From related orgs
    $0
    Other
    $50,621
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $847,547
    Bonus
    $3,296
    Other
    $23,362
    Deferred
    $19,800
    Nontaxable benefits
    $30,821
    Filer's total
    $924,826

  • Hallett Mark

    Chief Clinical Officer

    Total calculated
    $889,225
    From this org
    $809,991
    From related orgs
    $0
    Other
    $79,234
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $549,172
    Bonus
    $103,679
    Other
    $157,140
    Deferred
    $54,360
    Nontaxable benefits
    $24,874
    Filer's total
    $889,225

  • Dixon Jennifer MD

    Physician

    Total calculated
    $864,084
    From this org
    $821,668
    From related orgs
    $0
    Other
    $42,416
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $798,528
    Bonus
    $100
    Other
    $23,040
    Deferred
    $19,800
    Nontaxable benefits
    $22,616
    Filer's total
    $864,084

  • Gulvin Joshua MD

    Physician

    Total calculated
    $859,938
    From this org
    $809,317
    From related orgs
    $0
    Other
    $50,621
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $799,403
    Bonus
    $100
    Other
    $9,814
    Deferred
    $19,800
    Nontaxable benefits
    $30,821
    Filer's total
    $859,938

  • Woll Michael MD

    Physician

    Total calculated
    $837,699
    From this org
    $812,027
    From related orgs
    $0
    Other
    $25,672
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $787,367
    Bonus
    not reported
    Other
    $24,660
    Deferred
    $19,800
    Nontaxable benefits
    $5,872
    Filer's total
    $837,699

  • Sultan Michael MD

    Physician

    Total calculated
    $828,411
    From this org
    $781,651
    From related orgs
    $0
    Other
    $46,760
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $691,874
    Bonus
    $62,279
    Other
    $27,498
    Deferred
    $19,800
    Nontaxable benefits
    $26,960
    Filer's total
    $828,411

  • Simmons Iman

    SVP COO

    Total calculated
    $821,143
    From this org
    $707,926
    From related orgs
    $0
    Other
    $113,217
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $524,982
    Bonus
    $99,864
    Other
    $83,080
    Deferred
    $86,376
    Nontaxable benefits
    $26,841
    Filer's total
    $821,143

  • Swafford Matthew

    Senior VP/CFO

    Total calculated
    $772,847
    From this org
    $655,939
    From related orgs
    $0
    Other
    $116,908
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $548,760
    Bonus
    $99,247
    Other
    $7,932
    Deferred
    $85,932
    Nontaxable benefits
    $30,976
    Filer's total
    $772,847

  • Binder Darren

    Secretary

    Total calculated
    $656,693
    From this org
    $557,623
    From related orgs
    $0
    Other
    $99,070
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $406,701
    Bonus
    $72,974
    Other
    $77,948
    Deferred
    $68,195
    Nontaxable benefits
    $30,875
    Filer's total
    $656,693

  • Jeff Absalon

    EVP Chief Physician Executive

    Total calculated
    $607,241
    From this org
    $607,241
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $607,241
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $607,241

  • Berry Rebecca

    VP HUMAN RESOURCES

    Total calculated
    $549,038
    From this org
    $476,924
    From related orgs
    $0
    Other
    $72,114
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $353,054
    Bonus
    $68,058
    Other
    $55,812
    Deferred
    $57,610
    Nontaxable benefits
    $14,504
    Filer's total
    $549,038

  • Ching Joan

    VP CHIEF NURSING

    Total calculated
    $409,594
    From this org
    $367,940
    From related orgs
    $0
    Other
    $41,654
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $324,981
    Bonus
    $40,638
    Other
    $2,321
    Deferred
    $19,800
    Nontaxable benefits
    $21,854
    Filer's total
    $409,594

  • Golda David

    VP HOSPITAL ADMIN BEND/REDMOND

    Total calculated
    $377,566
    From this org
    $331,121
    From related orgs
    $0
    Other
    $46,445
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $284,814
    Bonus
    $34,712
    Other
    $11,595
    Deferred
    $19,800
    Nontaxable benefits
    $26,645
    Filer's total
    $377,566

  • Brickhouse Jeremiah

    SVP/CIO

    Total calculated
    $347,788
    From this org
    $289,592
    From related orgs
    $0
    Other
    $58,196
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $229,124
    Bonus
    $34,542
    Other
    $25,926
    Deferred
    $40,783
    Nontaxable benefits
    $17,413
    Filer's total
    $347,788

  • Shields Todd

    VP HOSPITAL ADMIN PRINEVILLE/MADRAS

    Total calculated
    $341,388
    From this org
    $296,705
    From related orgs
    $0
    Other
    $44,683
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $249,543
    Bonus
    $30,836
    Other
    $16,326
    Deferred
    $18,410
    Nontaxable benefits
    $26,273
    Filer's total
    $341,388

  • Rod Marchiando

    SVP Improvement & Strategy

    Total calculated
    $309,353
    From this org
    $309,353
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $309,353
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $309,353

  • Powell Michael

    CHIEF PHARMACY OFFICER

    Total calculated
    $282,690
    From this org
    $241,399
    From related orgs
    $0
    Other
    $41,291
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $239,807
    Bonus
    not reported
    Other
    $1,592
    Deferred
    $15,083
    Nontaxable benefits
    $26,208
    Filer's total
    $282,690

  • Robinson Debra

    Former CNO Bend

    Total calculated
    $259,870
    From this org
    $250,655
    From related orgs
    $0
    Other
    $9,215
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $71,137
    Bonus
    $151,470
    Other
    $28,048
    Deferred
    $3,952
    Nontaxable benefits
    $5,263
    Filer's total
    $259,870

  • Youngs Stacy

    Chief Nursing Officer Bend & Redmon

    Total calculated
    $241,961
    From this org
    $224,707
    From related orgs
    $0
    Other
    $17,254
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $202,590
    Bonus
    not reported
    Other
    $22,117
    Deferred
    not reported
    Nontaxable benefits
    $17,254
    Filer's total
    $241,961

  • Ostrom Julie

    SR DIRECTOR PERIOP & CARDIO

    Total calculated
    $232,172
    From this org
    $199,678
    From related orgs
    $0
    Other
    $32,494
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $160,540
    Bonus
    not reported
    Other
    $39,138
    Deferred
    $12,490
    Nontaxable benefits
    $20,004
    Filer's total
    $232,172

  • Orlikoff James

    Chairman

    Total calculated
    $75,000
    From this org
    $75,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • Handkins Shelly

    Director

    Total calculated
    $40,000
    From this org
    $40,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Schuette Dan

    Director

    Total calculated
    $40,000
    From this org
    $40,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Rhoads Ann

    Director

    Total calculated
    $40,000
    From this org
    $40,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • O'Brien Jenny

    Director

    Total calculated
    $40,000
    From this org
    $40,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Bullock Jon

    Director

    Total calculated
    $40,000
    From this org
    $40,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Rodriguez Glenn

    Chairman

    Total calculated
    $40,000
    From this org
    $40,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Schmid Corey

    Director

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Davidson Andy

    Director

    Total calculated
    $12,500
    From this org
    $12,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

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
  • 1a · Housing allowance or residence for personal use
  • 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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 1a: Relevant information in regards to selections on 1a.
The following employees received gross-up payments for taxes on gifts reportable as taxable income in 2023 which were included in the employees' reportable compensation and reported on Schedule J, Part II Column B (iii):Steve GordonTodd Shields Darren BinderThe following employee received a housing allowance in 2023 which was included in the employee's reportable compensation and reported on Schedule J, Part II Column B (iii):Stacy Youngs
Part I, Line 7: Non-Fixed payments not listed above
THE ST. CHARLES BOARD OF DIRECTORS APPROVED A DISCRETIONARY BONUS TO ENSURE RETENTION AND CONTINUITY OF THE EXECUTIVE LEADERSHIP TEAM TO FOCUS ON FINANCIAL RECOVERY, WORKFORCE STABILIZATION, AND LEADING THE TRANSFORMATIVE WORK TO ALIGN THE ORGANIZATIONS SHORT- AND LONG-TERM STRATEGIES. THESE AMOUNTS WERE INCLUDED IN THE EMPLOYEES REPORTABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II COLUMN B (III).

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • ST CHARLES FOUNDATION

    501(C)(3) · RAISES FUNDS FOR SCHS & CMNTY PROGRAMS · OR · controlled entity

    Directly controlled by SCHS

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Cascade Medical Buildings LLC

    Real Estate Rental · OR · income $1,252,350 · assets $27,841,165

    Directly controlled by St Charles Health System Inc

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CASCADE MEDICAL IMAGING LLC

    Related · IMAGING SERVICES · OR · 70% owned · share of income $36,413,526 · share of assets -$2,629,015 · general or managing partner

    Directly controlled by SCHS

  • HEART CENTER OF THE CASCADES

    Related · MEDICAL BUILDING · OR · 50% owned · share of income $442,702 · share of assets $302,097 · general or managing partner

    Directly controlled by NA

Related corporations and trusts

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

  • CHARITABLE REMAINDER TRUST

    TRUST · CRUT · OR

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202433169349303713

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