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Nonprofiteer
← ST MARYS HEALTH INC DBA ASCENSION

Form 990 for tax year 2022

Filed by ST MARYS HEALTH INC DBA ASCENSION.

Totals

Total revenue
$688,904,570
Total expenses
$596,433,275
Contributions and grants received
$2,687,048
Grants paid
$1,227,335
Program service revenue
$682,734,706
Investment income
$283,216
Other revenue
$3,199,600
Total assets, end of year
$358,595,065
Total liabilities, end of year
$301,800,895
Net assets or fund balances, end of year
$56,794,170
Program services expenses (Part IX)
$442,266,553
Management and general expenses
$154,166,722
Fundraising expenses
$0
Program service expenses (Part III)
$442,266,553

Program services were 74.2% 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

    $1,052,271

  • 1e · Government grants (contributions)

    $1,633,746

  • 1f · All other contributions, gifts and grants

    $1,031

  • 2a · Program service revenue: Net Patient Service Revenue

    total $671,741,109 · related or exempt $671,741,109

  • 2b · Program service revenue: Pharmacy Revenue

    total $9,714,551 · related or exempt $9,714,551

  • 2c · Program service revenue: Contracted Services Revenue

    total $920,466 · related or exempt $920,466

  • 2d · Program service revenue: Clinic Revenue

    total $201,897 · related or exempt $201,897

  • 2e · Program service revenue: Interest Income from Patient Accounts

    total $95,924 · related or exempt $95,924

  • 2f · All other program service revenue

    total $60,759 · related or exempt $60,759 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $349,869

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $349,869 · personal property $0

  • 6d · Net rental income or loss

    total $349,869 · excluded $349,869

  • 7a · Gross sales of assets other than inventory

    other assets $283,216

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

    other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $283,216

  • 7d · Net gain or loss

    total $283,216 · excluded $283,216

  • 11a · Other revenue: Cafeteria/Vending Revenue

    total $1,692,964 · excluded $1,692,964

  • 11b · Other revenue: Escheatment Revenue

    total $419,527 · related or exempt $419,527

  • 11c · Other revenue: Laundry Services

    total $318,396 · unrelated business $116,298 · excluded $202,098

  • 11d · All other revenue

    total $418,844 · related or exempt $24,029 · unrelated business $0 · excluded $394,815

  • 11e · Other revenue, total

    $2,849,731

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,070,110 · program services $1,070,110

  • 2 · Grants to domestic individuals

    total $157,225 · program services $157,225

  • 5 · Compensation of officers, directors and key employees

    total $2,368,618 · management and general $2,368,618

  • 7 · Other salaries and wages

    total $114,512,234 · program services $104,561,046 · management and general $9,951,188

  • 8 · Pension plan contributions

    total $5,599,270 · program services $5,112,690 · management and general $486,580

  • 9 · Other employee benefits

    total $16,875,188 · program services $15,408,723 · management and general $1,466,465

  • 10 · Payroll taxes

    total $8,326,602 · program services $7,461,486 · management and general $865,116

  • 11a · Fees: management

    total $2,239,013 · program services $190,319 · management and general $2,048,694

  • 11c · Fees: accounting

    total $11,820 · management and general $11,820

  • 11d · Fees: lobbying

    total $10,690 · management and general $10,690

  • 11g · Fees: other

    total $31,346,486 · program services $29,462,737 · management and general $1,883,749 · fundraising $0

  • 12 · Advertising and promotion

    total $177,684 · program services $142,742 · management and general $34,942

  • 13 · Office expenses

    total $975,527 · program services $330,397 · management and general $645,130

  • 14 · Information technology

    total $454,974 · program services $216,939 · management and general $238,035

  • 16 · Occupancy

    total $17,889,475 · program services $16,030,798 · management and general $1,858,677

  • 17 · Travel

    total $274,104 · program services $214,392 · management and general $59,712

  • 19 · Conferences, conventions and meetings

    total $149,248 · program services $111,769 · management and general $37,479

  • 20 · Interest

    total $4,618,142 · management and general $4,618,142

  • 22 · Depreciation, depletion and amortization

    total $23,577,760 · program services $21,128,082 · management and general $2,449,678

  • 23 · Insurance

    total $37,476 · program services $37,476

  • 24a · Other expenses: Medical Supplies

    total $136,976,568 · program services $136,788,605 · management and general $187,963

  • 24b · Other expenses: Purchased Services

    total $103,090,606 · program services $67,765,813 · management and general $35,324,793

  • 24c · Other expenses: Management Fee to Affiliate

    total $73,537,780 · management and general $73,537,780

  • 24d · Other expenses: Provider Tax

    total $28,559,354 · program services $28,559,354

  • 24e · All other expenses

    total $23,597,321 · program services $7,515,850 · management and general $16,081,471 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $36,582 · end of year $4,933

  • 2 · Savings and temporary cash investments

    beginning of year $2,269,250 · end of year $4,830,436

  • 4 · Accounts receivable

    beginning of year $99,155,423 · end of year $87,707,924

  • 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

  • 8 · Inventories for sale or use

    beginning of year $14,061,867 · end of year $14,502,556

  • 9 · Prepaid expenses and deferred charges

    beginning of year $356,329 · end of year $288,583

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

    $487,487,797

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

    $344,999,169

  • 10c · Land, buildings and equipment, net

    beginning of year $145,686,096 · end of year $142,488,628

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $4,532,247 · end of year $4,774,297

  • 14 · Intangible assets

    beginning of year $21,818,124 · end of year $20,688,171

  • 15 · Other assets

    beginning of year $95,653,864 · end of year $83,309,537

  • 17 · Accounts payable and accrued expenses

    beginning of year $38,592,513 · end of year $34,383,107

  • 19 · Deferred revenue

    beginning of year $27,684 · end of year $390,998

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $293,895,980 · end of year $267,026,790

  • 27 · Net assets without donor restrictions

    beginning of year $51,053,605 · end of year $56,794,170

Mission and programs · 2022

Mission

ROOTED IN THE LOVING MINISTRY OF JESUS AS HEALER, WE COMMIT OURSELVES TO SERVING ALL PERSONS WITH SPECIAL ATTENTION TO THOSE WHO ARE POOR AND VULNERABLE. OUR CATHOLIC HEALTH MINISTRY IS DEDICATED TO SPIRITUALLY-CENTERED, HOLISTIC CARE WHICH SUSTAINS AND IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES. WE ARE ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND OUR WORDS.

Activities or mission (Part I)

To improve the health and well-being of all people in the communities we serve.

  • THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO THOSE WHO NEED IT THE MOST. St. Mary's Health, Inc. is comprised of two hospital campuses, Ascension St. Vincent Evansville, a 351-bed acute care hospital and Ascension St. Vincent Orthopedic Hospital, a 24-bed orthopedic hospital, both of which provide services without regard to patient race, creed, national origin, economic status, or ability to pay. During fiscal year 2023, St. Mary's Health, Inc. treated 13,571 adults and children for a total of 65,986 patient days of service. The hospital also provided services for 383,395 outpatient visits, which included 18,779 outpatient surgeries and 50,052 Emergency Room Visits. See Schedule H for a non-exhaustive list of community benefit programs and descriptions.

    Expenses $442,266,553 · Grants $1,227,335 · Revenue $683,178,262

As filed on the 2022 return.

Listed in Part VII

  • ALEXANDER CHANG

    EX-OFFICIO/PRESIDENT (START 8/2022)

    Total calculated
    $271,644
    From this org
    $253,771
    From related orgs
    $0
    Other
    $17,873
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $185,690
    Bonus
    $10,000
    Other
    $58,081
    Deferred
    $3,900
    Nontaxable benefits
    $13,973
    Filer's total
    $271,644

  • BRIAN SCHYMIK MD

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • PARVEEN CHAND

    EX-OFFICIO/INTERIM PRESIDENT (END 8/2022)

    Total calculated
    $575,121
    From this org
    $328,944
    From related orgs
    $207,915
    Other
    $38,262
    Hours/week
    50 + 50 related

    Schedule J breakdown matched by us

    Base
    $212,925 + $194,079 related
    Bonus
    $106,250
    Other
    $9,769 + $13,836 related
    Deferred
    $6,257 + $4,297 related
    Nontaxable benefits
    $13,854 + $13,854 related
    Filer's total
    $349,055 + $226,066 related

  • RITA EYKAMP

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SALLY RIDEOUT

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • TRICIA HOLLANDER HENNING

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • E LYNN JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JAMES SANDGREN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JOHNATHAN POPE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • KEVIN VALADARES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MICHAEL HERRELL MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • TERRENCE G METZGER

    DIRECTOR (END 4/2023)

    Total calculated
    $1,146,301
    From this org
    $0
    From related orgs
    $1,096,953
    Other
    $49,348
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $528,354 related
    Bonus
    $0 + $481,500 related
    Other
    $0 + $87,099 related
    Deferred
    $0 + $16,775 related
    Nontaxable benefits
    $0 + $32,573 related
    Filer's total
    $0 + $1,146,301 related

  • TODD D RENSCHLER MD

    DIRECTOR (END 11/2022)

    Total calculated
    $636,290
    From this org
    $0
    From related orgs
    $589,262
    Other
    $47,028
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $520,168 related
    Bonus
    $0 + $67,384 related
    Other
    $0 + $1,710 related
    Deferred
    $0 + $16,775 related
    Nontaxable benefits
    $0 + $30,253 related
    Filer's total
    $0 + $636,290 related

  • ZACH ZIRKELBACH

    VP, FINANCE

    Total calculated
    $337,652
    From this org
    $0
    From related orgs
    $289,442
    Other
    $48,210
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $218,969 related
    Bonus
    $0 + $69,768 related
    Other
    $0 + $705 related
    Deferred
    $0 + $16,672 related
    Nontaxable benefits
    $0 + $31,538 related
    Filer's total
    $0 + $337,652 related

  • CHRISTIAN ALEXANDER BEUSCHEL MD

    VP, MEDICAL AFFAIRS

    Total calculated
    $396,280
    From this org
    $358,968
    From related orgs
    $1,600
    Other
    $35,712
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $230,376
    Bonus
    $109,278
    Other
    $19,314 + $1,600 related
    Deferred
    $9,364
    Nontaxable benefits
    $26,348
    Filer's total
    $394,680 + $1,600 related

  • GWYNN L PERLICH RN

    CHIEF OPERATING OFFICER

    Total calculated
    $432,492
    From this org
    $391,436
    From related orgs
    $0
    Other
    $41,056
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $319,980
    Bonus
    $66,577
    Other
    $4,879
    Deferred
    $19,825
    Nontaxable benefits
    $21,231
    Filer's total
    $432,492

  • HEIDI MARIE DUNNIWAY MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $587,268
    From this org
    $549,445
    From related orgs
    $0
    Other
    $37,823
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $454,823
    Bonus
    $92,000
    Other
    $2,622
    Deferred
    $16,634
    Nontaxable benefits
    $21,189
    Filer's total
    $587,268

  • JOHN S GREANEY

    VP, OPERATIONS

    Total calculated
    $333,479
    From this org
    $289,491
    From related orgs
    $0
    Other
    $43,988
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $238,150
    Bonus
    $49,431
    Other
    $1,910
    Deferred
    $17,885
    Nontaxable benefits
    $26,103
    Filer's total
    $333,479

  • JENNIFER NICHOLE DISMUKE RN

    REGISTERED NURSE

    Total calculated
    $205,941
    From this org
    $201,903
    From related orgs
    $0
    Other
    $4,038
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $201,903
    Bonus
    $0
    Other
    $0
    Deferred
    $4,038
    Nontaxable benefits
    $0
    Filer's total
    $205,941

  • MARALU KUHLENHOELTER RN

    REGISTERED NURSE

    Total calculated
    $247,793
    From this org
    $223,736
    From related orgs
    $0
    Other
    $24,057
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $220,585
    Bonus
    $2,534
    Other
    $617
    Deferred
    $14,830
    Nontaxable benefits
    $9,227
    Filer's total
    $247,793

  • RANDALL JOHN RUSSELL

    VP, FINANCE

    Total calculated
    $240,399
    From this org
    $213,070
    From related orgs
    $0
    Other
    $27,329
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $192,812
    Bonus
    $17,507
    Other
    $2,751
    Deferred
    $11,521
    Nontaxable benefits
    $15,808
    Filer's total
    $240,399

  • REZA NASSERIZAFAR RN

    REGISTERED NURSE

    Total calculated
    $259,708
    From this org
    $221,144
    From related orgs
    $0
    Other
    $38,564
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $220,996
    Bonus
    $0
    Other
    $148
    Deferred
    $13,421
    Nontaxable benefits
    $25,143
    Filer's total
    $259,708

  • TRACY L CONROY

    HOSPITAL ADMINISTRATOR (DAVIESS)

    Total calculated
    $266,491
    From this org
    $248,861
    From related orgs
    $0
    Other
    $17,630
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $224,969
    Bonus
    $20,667
    Other
    $3,225
    Deferred
    $13,157
    Nontaxable benefits
    $4,473
    Filer's total
    $266,491

  • DANIEL A PAROD

    FORMER OFFICER (END 1/2022)

    Total calculated
    $973,050
    From this org
    $0
    From related orgs
    $924,461
    Other
    $48,589
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $536,684 related
    Bonus
    $0 + $266,280 related
    Other
    $0 + $121,497 related
    Deferred
    $0 + $16,775 related
    Nontaxable benefits
    $0 + $31,814 related
    Filer's total
    $0 + $973,050 related

  • JON MICHAEL WHITMORE

    FORMER KEY EMPLOYEE (END 9/2017)

    Total calculated
    $232,974
    From this org
    $0
    From related orgs
    $193,533
    Other
    $39,441
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $170,905 related
    Bonus
    $0 + $17,895 related
    Other
    $0 + $4,733 related
    Deferred
    $0 + $12,875 related
    Nontaxable benefits
    $0 + $26,566 related
    Filer's total
    $0 + $232,974 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, 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

  • 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
A RELATED ORGANIZATION OF THE FILING ORGANIZATION, USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
ELIGIBLE EXECUTIVES PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NO INDIVIDUALS RECEIVED CURRENT YEAR DISTRIBUTIONS.

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.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202411319349303821

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