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Nonprofiteer
← ST LUKES HEALTH NETWORK INC

Form 990 for tax year 2022

Filed by ST LUKES HEALTH NETWORK INC.

Totals

Total revenue
$72,588,684
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$72,588,684
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,171,199,458
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,171,199,458
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$0

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.

  • 2a · Program service revenue: EQUITY IN NET INCOME OF ST. LUKE'S

  • 2b · Program service revenue: UNIVERSITY HEALTH NETWORK AFFILIATES

    total $72,588,684 · related or exempt $72,528,700 · unrelated business $59,984

  • 3 · Investment income

    total $0

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

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 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 $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $1,069,143,953 · end of year $1,171,199,458

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $944,048,591 · end of year $1,033,874,184

  • 28 · Net assets with donor restrictions

    beginning of year $125,095,362 · end of year $137,325,274

Mission and programs · 2022

Mission

THE MISSION OF THE ORGANIZATION IS TO PROVIDE COMPASSIONATE, EXCELLENT QUALITY AND COST EFFECTIVE HEALTHCARE TO THE RESIDENTS OF THE COMMUNITIES WE SERVE REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. THE ORGANIZATION IS THE PARENT ENTITY OF ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. THE NETWORK'S MISSION IS TO CARE FOR THE SICK AND INJURED REGARDLESS OF THEIR ABILITY TO PAY, IMPROVE OUR COMMUNITIES' OVERALL HEALTH, AND EDUCATE OUR HEALTH CARE PROFESSIONALS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.

Activities or mission (Part I)

TO PROVIDE COMPASSIONATE, EXCELLENT QUALITY AND COST EFFECTIVE HEALTHCARE TO THE RESIDENTS OF THE COMMUNITIES WE SERVE IN A NON-DISCRIMINATORY MANNER.

  • ST. LUKE'S HEALTH NETWORK IS THE TAX-EXEMPT PARENT ENTITY OF THE ST. LUKE'S UNIVERSITY HEALTH NETWORK. THIS INTEGRATED HEALTHCARE DELIVERY SYSTEM CONSISTS OF MULTIPLE HOSPITALS AND NUMEROUS AFFILIATED HEALTHCARE ORGANIZATONS THAT PROVIDE EMERGENCY AND MEDICALLY NECESSARY HEALTHCARE SERVICES THROUGHOUT PENNSYLVANIA AND NEW JERSEY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.

    Revenue $72,528,700

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Richard A Anderson

    Trustee - President/CEO-SLUHN

    Total calculated
    $3,506,691
    From this org
    $0
    From related orgs
    $3,113,145
    Other
    $393,546
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $1,551,447 related
    Bonus
    $0 + $688,837 related
    Other
    $0 + $872,861 related
    Deferred
    $0 + $368,645 related
    Nontaxable benefits
    $0 + $24,901 related
    Filer's total
    $0 + $3,506,691 related

  • Robert E Martin

    SVP Chief Strategy Officer

    Total calculated
    $1,788,904
    From this org
    $0
    From related orgs
    $1,481,015
    Other
    $307,889
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $531,460 related
    Bonus
    $0 + $783,146 related
    Other
    $0 + $166,409 related
    Deferred
    $0 + $294,777 related
    Nontaxable benefits
    $0 + $13,112 related
    Filer's total
    $0 + $1,788,904 related

  • Joel D Fagerstrom

    EVP & Chief Operating Officer

    Total calculated
    $1,661,003
    From this org
    $0
    From related orgs
    $1,354,106
    Other
    $306,897
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $859,668 related
    Bonus
    $0 + $310,463 related
    Other
    $0 + $183,975 related
    Deferred
    $0 + $272,902 related
    Nontaxable benefits
    $0 + $33,995 related
    Filer's total
    $0 + $1,661,003 related

  • Robert L Wax Esq

    SVP General Counsel

    Total calculated
    $1,136,235
    From this org
    $0
    From related orgs
    $951,689
    Other
    $184,546
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $617,218 related
    Bonus
    $0 + $219,317 related
    Other
    $0 + $115,154 related
    Deferred
    $0 + $149,143 related
    Nontaxable benefits
    $0 + $35,403 related
    Filer's total
    $0 + $1,136,235 related

  • Jeffrey A Jahre MD

    SVP Medical & Academic Affairs

    Total calculated
    $971,499
    From this org
    $0
    From related orgs
    $924,898
    Other
    $46,601
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $533,145 related
    Bonus
    $0 + $263,270 related
    Other
    $0 + $128,483 related
    Deferred
    $0 + $21,350 related
    Nontaxable benefits
    $0 + $25,251 related
    Filer's total
    $0 + $971,499 related

  • Edward R Nawrocki

    President, East Region

    Total calculated
    $943,393
    From this org
    $0
    From related orgs
    $757,153
    Other
    $186,240
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $469,122 related
    Bonus
    $0 + $174,251 related
    Other
    $0 + $113,780 related
    Deferred
    $0 + $153,545 related
    Nontaxable benefits
    $0 + $32,695 related
    Filer's total
    $0 + $943,393 related

  • Dennis J Dougherty

    President/CEO St. Luke's PT

    Total calculated
    $926,656
    From this org
    $0
    From related orgs
    $892,681
    Other
    $33,975
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $342,430 related
    Bonus
    $0 + $546,667 related
    Other
    $0 + $3,584 related
    Deferred
    $0 + $21,350 related
    Nontaxable benefits
    $0 + $12,625 related
    Filer's total
    $0 + $926,656 related

  • Carol A Kuplen RN MSN

    SVP CNO & President SLHB

    Total calculated
    $890,261
    From this org
    $0
    From related orgs
    $718,289
    Other
    $171,972
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $423,313 related
    Bonus
    $0 + $164,102 related
    Other
    $0 + $130,874 related
    Deferred
    $0 + $149,471 related
    Nontaxable benefits
    $0 + $22,501 related
    Filer's total
    $0 + $890,261 related

  • Scott R Wolfe

    SVP Finance & CFO

    Total calculated
    $880,811
    From this org
    $0
    From related orgs
    $838,703
    Other
    $42,108
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $658,390 related
    Bonus
    $0 + $155,856 related
    Other
    $0 + $24,457 related
    Deferred
    $0 + $16,775 related
    Nontaxable benefits
    $0 + $25,333 related
    Filer's total
    $0 + $880,811 related

  • Chad T Brisendine

    VP & Chief Information Officer

    Total calculated
    $867,473
    From this org
    $0
    From related orgs
    $829,412
    Other
    $38,061
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $540,102 related
    Bonus
    $0 + $169,205 related
    Other
    $0 + $120,105 related
    Deferred
    $0 + $16,775 related
    Nontaxable benefits
    $0 + $21,286 related
    Filer's total
    $0 + $867,473 related

  • Aldo Carmona MD

    SVP Clinical Integration

    Total calculated
    $833,922
    From this org
    $0
    From related orgs
    $790,465
    Other
    $43,457
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $617,349 related
    Bonus
    $0 + $148,806 related
    Other
    $0 + $24,310 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $31,257 related
    Filer's total
    $0 + $833,922 related

  • William E Moyer IV

    President, West Region

    Total calculated
    $810,333
    From this org
    $0
    From related orgs
    $690,339
    Other
    $119,994
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $449,388 related
    Bonus
    $0 + $156,995 related
    Other
    $0 + $83,956 related
    Deferred
    $0 + $97,255 related
    Nontaxable benefits
    $0 + $22,739 related
    Filer's total
    $0 + $810,333 related

  • Frank Ford

    Former Officer

    Total calculated
    $788,879
    From this org
    $0
    From related orgs
    $657,895
    Other
    $130,984
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $358,260 related
    Bonus
    $0 + $109,652 related
    Other
    $0 + $189,983 related
    Deferred
    $0 + $108,245 related
    Nontaxable benefits
    $0 + $22,739 related
    Filer's total
    $0 + $788,879 related

  • Donna M Sabol

    SVP & Chief Quality Officer

    Total calculated
    $728,869
    From this org
    $0
    From related orgs
    $606,293
    Other
    $122,576
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $375,103 related
    Bonus
    $0 + $120,001 related
    Other
    $0 + $111,189 related
    Deferred
    $0 + $100,259 related
    Nontaxable benefits
    $0 + $22,317 related
    Filer's total
    $0 + $728,869 related

  • Evan B Ochs

    SVP Human Resources

    Total calculated
    $594,181
    From this org
    $0
    From related orgs
    $560,356
    Other
    $33,825
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $450,197 related
    Bonus
    $0 + $109,889 related
    Other
    $0 + $270 related
    Deferred
    $0 + $16,775 related
    Nontaxable benefits
    $0 + $17,050 related
    Filer's total
    $0 + $594,181 related

  • Kara B Mascitti MD

    Trustee (Termed 11/01/22)

    Total calculated
    $459,558
    From this org
    $0
    From related orgs
    $430,224
    Other
    $29,334
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $387,132 related
    Bonus
    $0 + $23,142 related
    Other
    $0 + $19,950 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $17,134 related
    Filer's total
    $0 + $459,558 related

  • Michael P Sabol DO

    Trustee

    Total calculated
    $436,016
    From this org
    $0
    From related orgs
    $403,707
    Other
    $32,309
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $347,499 related
    Bonus
    $0 + $55,908 related
    Other
    $0 + $300 related
    Deferred
    $0 + $16,775 related
    Nontaxable benefits
    $0 + $15,534 related
    Filer's total
    $0 + $436,016 related

  • Rochelle M Schaller

    Former Officer

    Total calculated
    $260,485
    From this org
    $0
    From related orgs
    $260,485
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $260,485 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $260,485 related

  • Dean W Evans

    Former Key Employee

    Total calculated
    $111,765
    From this org
    $0
    From related orgs
    $111,756
    Other
    $9
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $7,547 related
    Bonus
    $0
    Other
    $0 + $104,209 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $9 related
    Filer's total
    $0 + $111,765 related

  • Robert B Black

    Chairman - Trustee

    Total calculated
    $0
    Hours/week
    1

  • Buddy Lesavoy Esq

    Vice Chairman - Trustee

    Total calculated
    $0
    Hours/week
    1

  • Robert A Oster

    Vice Chairman - Trustee

    Total calculated
    $0
    Hours/week
    1

  • Susan M Dale

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Paul E Huck

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Liz Beshel Robinson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Charles D Saunders MD

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Vincent Sorgi

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kristina W Warner

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Dorothy Weik-Hange

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • David Yen

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Luanne B Stauffer

    Trustee (Termed 11/01/22)

    Total calculated
    $0
    Hours/week
    1

  • Faust Capobianco

    Trustee (Termed 11/01/22)

    Total calculated
    $0
    Hours/week
    1

  • David M Lobach JR

    Trustee (Termed 11/01/22)

    Total calculated
    $0
    Hours/week
    1

  • David Muething

    Trustee (Termed 11/01/22)

    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, 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 · Form 990 of other organizations
  • 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
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

CORM FORM, PART VII AND SCHEDULE J
TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2022 FORMS W-2.
SCHEDULE J, PART I; QUESTION 3
COMPENSATION REVIEW ------------------- EXECUTIVE COMPENSATION FOR THE HEALTH NETWORK CONSISTS OF FIXED SALARY, AT-RISK COMPENSATION AND OTHER DEFERRED COMPENSATION ARRANGEMENTS. TOTAL COMPENSATION FOR NETWORK EXECUTIVES IS APPROVED ANNUALLY BY THE NETWORK'S BOARD OF TRUSTEES. THE RECOMMENDED COMPENSATION IS ESTABLISHED THROUGH A MULTI-FACETED APPROACH INCLUDING USE OF AN INDEPENDENT CONSULTANT ENGAGED ON AN ONGOING BASIS BY THE BOARD OF TRUSTEES AND WHO WORKS DIRECTLY WITH THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. ALSO INCLUDED IS THE REVIEW OF FORMS 990 AND COMPENSATION SURVEYS OF OTHER COMPARABLE HEALTHCARE ORGANIZATIONS. BONUS/INCENTIVE --------------- THE AT-RISK COMPENSATION IS APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD AND IS BASED ON SEVERAL QUALITATIVE AND QUANTITATIVE COMPONENTS, INCLUDING JOINT COMMISSION, PENNSYLVANIA DEPARTMENT OF HEALTH AND PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION ACCREDITATIONS, EVIDENCE-BASED HOSPITAL PROCESS OF CARE MEASURES, OUTCOME MEASURES, SUCH AS PATIENT SATISFACTION, MORTALITY RATE, AND LENGTH OF STAY; EFFICIENCY MEASURES AS DEMONSTRATED BY COST-PER-ADJUSTED DISCHARGE AND NET INCOME. OTHER REPORTABLE COMPENSATION ----------------------------- OTHER BENEFITS INCLUDE DEFERRED COMPENSATION BENEFITS THAT HAD ACCUMULATED OVER YEARS OF SERVICE AND WAS REPORTED AND DISTRIBUTED IN ACCORDANCE WITH VESTING REQUIREMENTS AND INTERNAL REVENUE SERVICE RULES AND REGULATIONS. DEFERRED COMPENSATION --------------------- DEFERRED COMPENSATION REPRESENTS RETIREMENT BENEFITS EARNED DURING THE REPORTING PERIOD, NOT RECOGNIZED AS COMPENSATION ON THE EMPLOYEE'S 2022 FORM W-2. NONTAXABLE BENEFITS ------------------- NONTAXABLE BENEFITS REPRESENTS HEALTH AND WELFARE BENEFITS RECEIVED DURING THE REPORTING PERIOD, NOT RECOGNIZED AS COMPENSATION ON THE EMPLOYEE'S 2022 FORM W-2. COMPENSATION REPORTED ON PRIOR 990 ---------------------------------- TOTAL COMPENSATION REPORTED ON PRIOR FORMS 990 REPRESENTS RECOGNITION OF DEFERRED COMPENSATION BENEFITS THAT HAD ACCUMULATED OVER YEARS OF SERVICE AND WAS REPORTED AND DISTRIBUTED IN ACCORDANCE WITH VESTING REQUIREMENTS AND INTERNAL REVENUE SERVICE RULES AND REGULATIONS. THESE AMOUNTS WERE PREVIOUSLY REPORTED IN SCHEDULE J, COLUMN C - RETIREMENT AND OTHER DEFERRED COMPENSATION.
SCHEDULE J, PART I; QUESTION 4A
THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING THE CALENDAR YEAR 2022 WHICH WAS INCLUDED IN HER 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: ROCHELLE M. SCHALLER, $260,485.
SCHEDULE J, PART I; QUESTION 4B
THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP"). THESE INDIVIDUALS HAVE SATISFIED BOTH THE AGE AND THE YEARS OF SERVICE REQUIREMENTS SPECIFIED BY THE SERP. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $408,638; ROBERT E. MARTIN, $83,986; FRANK FORD, $101,342 AND DONNA M. SABOL, $88,479. ADDITIONALLY, THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES AMOUNTS RELATED TO VESTED CAPITAL ACCUMULATION FOR POST-RETIREMENT DEATH BENEFITS. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $409,141; ROBERT E. MARTIN, $59,713; JOEL D. FAGERSTROM, $163,977; ROBERT L. WAX, ESQ., $114,464; JEFFREY A. JAHRE, $107,365; EDWARD R. NAWROCKI, $91,990; CAROL A. KUPLEN, RN, MSN, $87,894; CHAD T. BRISENDINE, $99,305; WILLIAM E. MOYER, IV, $82,666; FRANK FORD, $66,351 AND DEAN W. EVANS, $89,589. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $347,295; ROBERT E. MARTIN, $273,427; JOEL D. FAGERSTROM, $251,552; ROBERT L. WAX, ESQ., $127,793; EDWARD R. NAWROCKI, $132,195; CAROL A. KUPLEN, RN, MSN, $128,121; WILLIAM E. MOYER, IV, $75,905; FRANK FORD, $86,895 AND DONNA M. SABOL, $78,909.
SCHEDULE J, PART I; QUESTIONS 6A AND 6B
THE EXECUTIVE COMPENSATION PACKAGE FOR THE HEALTH NETWORK CONSISTS OF BOTH A FIXED SALARY AND ADDITIONAL AT-RISK COMPENSATION THAT IS BASED ON SEVERAL QUALITATIVE AND QUANTITATIVE COMPONENTS. THE COMPONENTS OF THE AT-RISK COMPENSATION PLAN INCLUDES JCAHO, DEPARTMENT OF HEALTH AND TRAUMA CENTER ACCREDITATIONS, EVIDENCE BASED HOSPITAL PROCESS OF CARE MEASURES, OUTCOME MEASURES SUCH AS PATIENT SATISFACTION, MORTALITY RATE, LENGTH OF STAY, EFFICIENCY MEASURES AS DEMONSTRATED BY COST PER ADJUSTED DISCHARGE AND FINALLY NET INCOME.
SCHEDULE J, PART I; QUESTION 7
CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED AT-RISK COMPENSATION DURING CALENDAR YEAR 2022 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II; COLUMN F
THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) INCLUDE VESTED BENEFITS IN A DEFERRED COMPENSATION PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR YEARS' FORMS 990 AND ARE NOW BEING REPORTED AGAIN ON THIS YEAR'S FORM 990. THESE HAVE BEEN TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES.

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

No itemized grants to organizations 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.

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 partnerships

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

  • SH ASSISTED LIVING

    MEDICAL · PA

    Directly controlled by NA

Related corporations and trusts

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

  • ST LUKE'S HEALTH NETWORK INSURANCE COMP

    C CORP. · FINANCIAL VEHICLE · VT

    Directly controlled by NA

  • ST LUKE'S PHYSICIAN HOSPITAL ORG INC

    C CORP. · HEALTHCARE SVCS. · PA

    Directly controlled by NA

  • HILLCREST EMERGENCY SERVICES PC

    C CORP. · HEALTHCARE SVCS. · NJ

    Directly controlled by NA

  • TWO RIVERS ENTERPRISES INC

    C CORP. · REAL ESTATE · NJ · 100% owned · share of income -$21,364 · share of assets $912,799 · controlled entity

    Directly controlled by SLHN

  • ST LUKE'S WARREN PHYSICIAN GROUP PC

    C CORP. · HEALTHCARE SVCS. · NJ

    Directly controlled by NA

  • SACRED HEART ANCILLARY SERVICES INC

    C CORP. · HEALTHCARE SVCS. · PA

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202401289349302915

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