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Nonprofiteer
← SAINT FRANCIS HOSPITAL AND MEDICAL CENTER

Form 990 for tax year 2022

Filed by SAINT FRANCIS HOSPITAL AND MEDICAL CENTER.

Totals

Total revenue
$931,352,319
Total expenses
$927,365,993
Contributions and grants received
$7,950,669
Grants paid
$499,885
Program services expenses (Part IX)
$822,982,171
Management and general expenses
$104,383,822
Fundraising expenses
$0
Program service expenses (Part III)
$822,982,171

Program services were 88.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MONTEZ CARTER

    DIR; TH OF NE PRES/CEO AS OF 10/22

    Total calculated
    $994,869
    From this org
    $0
    From related orgs
    $773,045
    Other
    $221,824
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $511,658 related
    Bonus
    $0 + $149,845 related
    Other
    $0 + $111,542 related
    Deferred
    $0 + $188,898 related
    Nontaxable benefits
    $0 + $32,926 related
    Filer's total
    $0 + $994,869 related

  • DAVID BITTNER

    FMR OFFR;TRINITY HEALTH SVP THR 6/23

    Total calculated
    $969,433
    From this org
    $0
    From related orgs
    $912,749
    Other
    $56,684
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $523,766 related
    Bonus
    $0 + $240,057 related
    Other
    $0 + $148,926 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $38,384 related
    Filer's total
    $0 + $969,433 related

  • EMILY BROWER

    DIRECTOR; TRINITY SVP CLINICAL INTG

    Total calculated
    $966,575
    From this org
    $0
    From related orgs
    $791,292
    Other
    $175,283
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,179 related
    Bonus
    $0 + $208,477 related
    Other
    $0 + $126,636 related
    Deferred
    $0 + $133,715 related
    Nontaxable benefits
    $0 + $41,568 related
    Filer's total
    $0 + $966,575 related

  • THOMAS BURKE

    PRESIDENT

    Total calculated
    $958,122
    From this org
    $0
    From related orgs
    $769,927
    Other
    $188,195
    Hours/week
    49 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $557,751 related
    Bonus
    $0 + $196,350 related
    Other
    $0 + $15,826 related
    Deferred
    $0 + $154,272 related
    Nontaxable benefits
    $0 + $33,923 related
    Filer's total
    $0 + $958,122 related

  • ROBERT ANTHONY

    SECRETARY; VP MANAGING COUNSEL

    Total calculated
    $763,344
    From this org
    $0
    From related orgs
    $639,979
    Other
    $123,365
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $449,116 related
    Bonus
    $0 + $113,519 related
    Other
    $0 + $77,344 related
    Deferred
    $0 + $86,093 related
    Nontaxable benefits
    $0 + $37,272 related
    Filer's total
    $0 + $763,344 related

  • JENNIFER SCHNEIDER

    TREASURER; SVP AND REGIONAL CFO

    Total calculated
    $652,259
    From this org
    $0
    From related orgs
    $525,234
    Other
    $127,025
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $399,132 related
    Bonus
    $0 + $102,000 related
    Other
    $0 + $24,102 related
    Deferred
    $0 + $88,410 related
    Nontaxable benefits
    $0 + $38,615 related
    Filer's total
    $0 + $652,259 related

  • DAVID SHAPIRO MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $626,187
    From this org
    $0
    From related orgs
    $590,261
    Other
    $35,926
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $515,605 related
    Bonus
    $0 + $71,542 related
    Other
    $0 + $3,114 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $17,626 related
    Filer's total
    $0 + $626,187 related

  • CATHERINE SPATH MD

    DIR, MEDICAL STAFF PRES AS OF 2/23

    Total calculated
    $523,151
    From this org
    $0
    From related orgs
    $478,164
    Other
    $44,987
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $411,812 related
    Bonus
    $0 + $13,246 related
    Other
    $0 + $53,106 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $31,262 related
    Filer's total
    $0 + $523,151 related

  • CAROLYN TRANTALIS

    VP OPERATIONS

    Total calculated
    $508,481
    From this org
    $0
    From related orgs
    $320,392
    Other
    $188,089
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $177,832 related
    Bonus
    $0 + $53,000 related
    Other
    $0 + $89,560 related
    Deferred
    $0 + $181,844 related
    Nontaxable benefits
    $0 + $6,245 related
    Filer's total
    $0 + $508,481 related

  • PHILLIP ROLAND

    FORMER KEY EMPLOYEE

    Total calculated
    $485,079
    From this org
    $0
    From related orgs
    $447,509
    Other
    $37,570
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $336,979 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $10,530 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $28,420 related
    Filer's total
    $0 + $485,079 related

  • MICHAEL GREY MD

    FORMER KE; SFHMC CHAIR OF MEDICINE

    Total calculated
    $430,010
    From this org
    $0
    From related orgs
    $412,490
    Other
    $17,520
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,698 related
    Bonus
    $0 + $30,000 related
    Other
    $0 + $5,792 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $3,795 related
    Filer's total
    $0 + $430,010 related

  • VERNETTE TOWNSEND

    CHIEF NURSING OFFICER

    Total calculated
    $402,584
    From this org
    $0
    From related orgs
    $363,219
    Other
    $39,365
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $291,841 related
    Bonus
    $0 + $58,548 related
    Other
    $0 + $12,830 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $25,640 related
    Filer's total
    $0 + $402,584 related

  • MARIJUNE CARD

    REGISTERED NURSE

    Total calculated
    $363,746
    From this org
    $0
    From related orgs
    $309,028
    Other
    $54,718
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $308,949 related
    Bonus
    $0
    Other
    $0 + $79 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $36,418 related
    Filer's total
    $0 + $363,746 related

  • FAUZIA ILEAASU

    REGISTERED NURSE

    Total calculated
    $348,109
    From this org
    $0
    From related orgs
    $329,134
    Other
    $18,975
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $329,134 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $5,250 related
    Filer's total
    $0 + $348,109 related

  • AYSE YILMAZ

    REGISTERED NURSE

    Total calculated
    $324,842
    From this org
    $0
    From related orgs
    $314,121
    Other
    $10,721
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $308,801 related
    Bonus
    $0
    Other
    $0 + $5,320 related
    Deferred
    $0 + $10,721 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $324,842 related

  • JAMES HARRIS

    FORMER OFFICER; TH OF NE DIR OF REIM

    Total calculated
    $272,017
    From this org
    $0
    From related orgs
    $226,142
    Other
    $45,875
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,556 related
    Bonus
    $0 + $21,108 related
    Other
    $0 + $2,478 related
    Deferred
    $0 + $17,463 related
    Nontaxable benefits
    $0 + $28,412 related
    Filer's total
    $0 + $272,017 related

  • SHERI LEMIEUX

    ASST SEC; ASST TO TH OF NE PRES/CEO

    Total calculated
    $129,881
    From this org
    $0
    From related orgs
    $113,825
    Other
    $16,056
    Hours/week
    1 + 39 related

  • HARIS ATHAR MD

    DIR, SFHMC MED STAFF PRES THR 12/22

    Total calculated
    $87,500
    From this org
    $87,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 7 related

  • JAMES SMITH

    DIRECTOR, CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JOANN PRICE

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • MOST REV JUAN MIGUEL BETANCOURT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • GREGORY DAVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • ROBERT GUMBARDO MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • WALTER HARRISON

    DIRECTOR

    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

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • BARBARA MULLEN CSJ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • MICHELLE THEROUX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 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 INDIVIDUAL RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2022. THIS AMOUNT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: CAROLYN TRANTALIS - $86,639 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNT, WHICH WAS UNPAID AS OF 12/31/22: CAROLYN TRANTALIS - $178,374 (PAID IN 2023) THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022. 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 2022, AND THEIR NON-VESTED BENEFITS FOR 2022 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2022 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: ROBERT ANTHONY - $64,992 DAVID BITTNER - $134,542 EMILY BROWER - $107,555 MONTEZ CARTER - $93,271 JENNIFER SCHNEIDER - $15,030 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 2022 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: ROBERT ANTHONY - $72,368 EMILY BROWER - $119,990 THOMAS BURKE - $135,972 MONTEZ CARTER - $170,598 JENNIFER SCHNEIDER - $65,535 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 ($305,000 IN 2022). THE FOLLOWING PAYOUTS FOR 2022 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: PHILLIP ROLAND - $9,012 DAVID SHAPIRO - $0 VERNETTE TOWNSEND - $1,367

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.

Provenance

Return type
form_990
Tax year
2022
Filed
5 August 2024
IRS schema version
2022v5.0
Source object
202422189349300707

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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