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Nonprofiteer
← SSM HEALTH CARE ST LOUIS

Form 990 for tax year 2023

Filed by SSM HEALTH CARE ST LOUIS.

Totals

Total revenue
$2,154,244,003
Total expenses
$2,037,671,957
Contributions and grants received
$2,292,524
Grants paid
$3,537,048
Program service revenue
$2,097,964,741
Investment income
$11,983,487
Other revenue
$42,003,251
Total assets, end of year
$1,055,613,909
Total liabilities, end of year
$1,130,681,567
Net assets or fund balances, end of year
-$75,067,658
Program services expenses (Part IX)
$1,852,517,464
Management and general expenses
$185,154,493
Fundraising expenses
$0
Program service expenses (Part III)
$1,852,517,464

Program services were 90.9% 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

    $2,004,484

  • 1e · Government grants (contributions)

    $106,281

  • 1f · All other contributions, gifts and grants

    $181,759

  • 2a · Program service revenue: NET PATIENT SERVICE RE

    total $1,838,113,324 · related or exempt $1,838,113,324

  • 2b · Program service revenue: 340B PHARMACY REVENUE

    total $95,028,685 · related or exempt $95,028,685

  • 2c · Program service revenue: PHARMACY REVENUE

    total $85,555,141 · related or exempt $84,542,278 · unrelated business $1,012,863

  • 2d · Program service revenue: MANAGEMENT FEES

    total $32,010,003 · related or exempt $32,010,003

  • 2e · Program service revenue: CORPORATE FEES

    total $7,574,018 · related or exempt $7,574,018

  • 2f · All other program service revenue

    total $39,683,570 · related or exempt $39,683,570

  • 3 · Investment income

    total $7,726,987 · excluded $7,726,987

  • 6a · Gross rents

    real property $13,214,141

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $13,214,141

  • 6d · Net rental income or loss

    total $13,214,141 · excluded $13,214,141

  • 7a · Gross sales of assets other than inventory

    securities $5,080,491

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

    securities $0 · other assets $823,991

  • 7c · Gain or loss

    securities $5,080,491 · other assets -$823,991

  • 7d · Net gain or loss

    total $4,256,500 · excluded $4,256,500

  • 10a · Gross sales of inventory

    $1,020,596

  • 10b · Cost of goods sold

    $672,444

  • 10c · Net income from sales of inventory

    total $348,152 · excluded $348,152

  • 11a · Other revenue: JV & LTACH/REHAB

    total $18,697,812 · related or exempt $16,066,916 · unrelated business $2,630,896

  • 11b · Other revenue: CAFETERIA

    total $6,845,433 · excluded $6,845,433

  • 11c · Other revenue: LABORATORY

    total $2,878,702 · unrelated business $2,878,702

  • 11d · All other revenue

    total $19,011 · unrelated business $19,011

  • 11e · Other revenue, total

    $28,440,958

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,463,643 · program services $3,463,643

  • 2 · Grants to domestic individuals

    total $73,405 · program services $73,405

  • 5 · Compensation of officers, directors and key employees

    total $3,918,942 · program services $3,773,557 · management and general $145,385

  • 6 · Compensation of disqualified persons

    total $670,764 · program services $645,880 · management and general $24,884

  • 7 · Other salaries and wages

    total $715,419,747 · program services $688,879,021 · management and general $26,540,726

  • 8 · Pension plan contributions

    total $29,919,826 · program services $28,809,857 · management and general $1,109,969

  • 9 · Other employee benefits

    total $65,097,522 · program services $62,682,526 · management and general $2,414,996

  • 10 · Payroll taxes

    total $49,924,011 · program services $48,071,924 · management and general $1,852,087

  • 11a · Fees: management

    total $40,619,026 · program services $40,577,671 · management and general $41,355

  • 11b · Fees: legal

    total $1,606,059 · management and general $1,606,059

  • 11g · Fees: other

    total $247,357,088 · program services $247,357,088

  • 12 · Advertising and promotion

    total $165,192 · program services $165,192

  • 13 · Office expenses

    total $30,918,012 · program services $26,946,478 · management and general $3,971,534

  • 14 · Information technology

    total $52,277,806 · program services $52,277,806

  • 16 · Occupancy

    total $50,937,671 · program services $48,440,205 · management and general $2,497,466

  • 17 · Travel

    total $1,371,855 · program services $601,211 · management and general $770,644

  • 19 · Conferences, conventions and meetings

    total $338,431 · program services $277,354 · management and general $61,077

  • 21 · Payments to affiliates

    total $132,480,181 · program services $5,100,678 · management and general $127,379,503

  • 22 · Depreciation, depletion and amortization

    total $55,194,037 · program services $52,472,341 · management and general $2,721,696

  • 23 · Insurance

    total $10,954,662 · program services $187,546 · management and general $10,767,116

  • 24a · Other expenses: MEDICAL SUPPLIES & EQUI

    total $464,872,593 · program services $464,872,593 · management and general $0 · fundraising $0

  • 24b · Other expenses: TAXES

    total $72,861,374 · program services $72,828,216 · management and general $33,158 · fundraising $0

  • 24c · Other expenses: LICENSES, DUES & SUBSCR

    total $4,137,965 · program services $2,642,166 · management and general $1,495,799 · fundraising $0

  • 24d · Other expenses: BANK FEES

    total $2,620,994 · program services $900,935 · management and general $1,720,059 · fundraising $0

  • 24e · All other expenses

    total $471,151 · program services $470,171 · management and general $980

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,371,074 · end of year $1,051,045

  • 4 · Accounts receivable

    beginning of year $279,039,666 · end of year $258,680,788

  • 8 · Inventories for sale or use

    beginning of year $41,318,038 · end of year $43,992,850

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,665,188 · end of year $7,289,363

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

    $1,558,858,698

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

    $956,742,192

  • 10c · Land, buildings and equipment, net

    beginning of year $598,590,204 · end of year $602,116,506

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $5,340,588

  • 12 · Investments: other securities

    beginning of year $355,125,492 · end of year $0

  • 13 · Investments: program-related

    beginning of year $53,192,327 · end of year $60,504,807

  • 14 · Intangible assets

    beginning of year $16,367,748 · end of year $16,723,992

  • 15 · Other assets

    beginning of year $30,835,281 · end of year $59,913,970

  • 17 · Accounts payable and accrued expenses

    beginning of year $201,230,623 · end of year $172,350,413

  • 19 · Deferred revenue

    beginning of year $10,685,580 · end of year $9,203,262

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $423,977

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $92,217

  • 25 · Other liabilities

    beginning of year $895,520,297 · end of year $948,611,698

  • 27 · Net assets without donor restrictions

    beginning of year $256,784,693 · end of year -$93,287,673

  • 28 · Net assets with donor restrictions

    beginning of year $19,283,825 · end of year $18,220,015

Mission and programs · 2023

Mission

THROUGH OUR EXCEPTIONAL HEALTH CARE SERVICES, WE REVEAL THE HEALING PRESENCE OF GOD.

Activities or mission (Part I)

OPERATES SEVEN HOSPITALS AND HEALTH CARE CENTERS UNDER SIX SEPARATE HOSPITAL LICENSES IN THE GREATER ST. LOUIS METROPOLITAN AREA.

  • SINCE IT WAS FOUNDED IN 1872 BY CATHOLIC SISTERS, SSM HEALTH (SSMH) HAS EXISTED TO MEET THE HEALTH NEEDS OF THE COMMUNITIES IT SERVES. SSMH IS A CATHOLIC, NOT-FORPROFIT HEALTH SYSTEM SERVING THE COMPREHENSIVE HEALTH NEEDS OF COMMUNITIES ACROSS THE MIDWEST THROUGH ONE OF THE LARGEST INTEGRATED DELIVERY SYSTEMS IN THE NATION. WITH CARE DELIVERY SITES IN ILLINOIS, MISSOURI, OKLAHOMA, AND WISCONSIN, SSMH INCLUDES 23 ACUTE CARE HOSPITALS, ONE CHILDREN'S HOSPITAL, MORE THAN 650 PHYSICIAN OFFICES AND OTHER OUTPATIENT AND VIRTUAL CARE SERVICES, 12 POST-ACUTE FACILITIES, COMPREHENSIVE HOME CARE AND HOSPICE SERVICES, A PHARMACY BENEFIT COMPANY, A HEALTH INSURANCE COMPANY, AND AN ACCOUNTABLE CARE ORGANIZATION. THE HEALTH SYSTEM EMPLOYS NEARLY 40,000 PEOPLE AND IS AFFILIATED WITH 13,900 PHYSICIANS MAKING IT ONE OF THE LARGEST EMPLOYERS IN EVERY COMMUNITY IT SERVES. IN THE TRADITION OF ITS FOUNDING SISTERS, SSMH STRIVES TO FULFILL ITS MISSION BY PROVIDING EXCEPTIONAL HEALTH CARE TO EVERYONE WHO COMES TO ITS HOSPITALS, REGARDLESS OF THEIR ABILITY TO PAY. ABOUT SSM HEALTH CARE ST LOUIS: SSM HEALTH CARE ST LOUIS PROVIDES HEALTH CARE SERVICES AT SIX WHOLLY-OWNED ACUTE CARE HOSPITALS: SSM HEALTH DEPAUL HOSPITAL-ST LOUIS, SSM HEALTH ST MARY'S HOSPITAL-ST LOUIS, SSM HEALTH ST JOSEPH HOSPITAL-ST CHARLES, SSM HEALTH ST CLARE HOSPITAL-FENTON, SSM HEALTH ST JOSEPH HOSPITAL-LAKE ST LOUIS, AND SSM HEALTH ST JOSEPH HOSPITAL-WENTZVILLE. SSM HEALTH CARE ST LOUIS IS ALSO THE SOLE CORPORATE MEMBER OF SSM HEALTH CARDINAL GLENNON CHILDREN'S HOSPITAL AND SSM HEALTH SAINT LOUIS UNIVERSITY HOSPITAL. SINCE SSM HEALTH'S FOUNDING SISTERS BEGAN THEIR MINISTRY IN ST. LOUIS WITH JUST $5 AMONG THEM MORE THAN 145 YEARS AGO, IT HAS GROWN INTO ONE OF THE LARGEST INTEGRATED DELIVERY SYSTEMS IN THE NATION. IN THE ST. LOUIS REGION, SSM HEALTH OPERATES EIGHT HOSPITALS, AS WELL AS NUMEROUS URGENT CARE LOCATIONS, SSM HEALTH EXPRESS CLINICS AT WALGREENS, SSM HEALTH MEDICAL GROUP OFFICES, PEDIATRIC SPECIFIC LOCATIONS, OUTPATIENT REHAB CENTERS, OCCUPATIONAL HEALTH LOCATIONS AND HOSPICE AND HOME HEALTH SERVICES. SSM HEALTH CARE ST. LOUIS ALSO IS PARTIAL OWNER OF SSM HEAL TH REHABILITATION HOSPITAL, A SPECIALTY REHABILITATION HOSPITAL THAT OFFERS CARE AND ADVANCED TREATMENT FOR INDIVIDUALS WITH STROKE, BRAIN INJURY, SPINAL CORD INJURY, NEUROLOGICAL DISORDERS, AMPUTATION, JOINT REPLACEMENT AND OTHER ORTHOPEDIC TRAUMA, AS WELL AS GENERAL MEDICAL REHABILITATION NEEDS. SSM HEALTH DEPAUL HOSPITAL-ST LOUIS OPENED IN 1828, WAS THE FIRST HOSPITAL WEST OF THE MISSISSIPPI RIVER AND REMAINS THE OLDEST CONTINUOUSLY EXISTING BUSINESS IN ST LOUIS. TODAY SSM HEALTH DEPAUL HOSPITAL-ST LOUIS OFFERS THE ONLY LEVEL II TRAUMA CENTER IN NORTH ST. LOUIS COUNTY AND SERVES PATIENTS FROM ACROSS THE ST. LOUIS METROPOLITAN AREA, WITH CONCENTRATION IN THE SURROUNDING COMMUNITIES OF BRIDGETON, FLORISSANT, HAZELWOOD, ST ANN, ST JOHN, MARYLAND HEIGHTS AND OVERLAND IN MISSOURI. SSM HEAL TH DEPAUL HOSPITAL-ST LOUIS OFFERS A WIDE RANGE OF COMPREHENSIVE MEDICAL CARE INCLUDING INPATIENT AND OUTPATIENT SURGERIES USING STATE-OF-THE-ART TECHNOLOGY AND FACILITIES. WE OFFER THE MOST ADVANCED TECHNOLOGY AND PROCEDURES AVAILABLE INCLUDING MINIMALLY INVASIVE HEART, SPINE, KNEE, HIP AND WEIGHT LOSS SURGERY. THE JOINT COMMISSION HAS ALSO DESIGNATED THE HOSPITAL AS A JOINT COMMISSION CERTIFIED PRIMARY STROKE CENTER, DISTINGUISHING IT FROM OTHER STROKE CENTERS, FOR MEETING THE HIGHEST STANDARDS OF CARE ESTABLISHED BY THE JOINT COMMISSION TO RECEIVE AND TREAT THE MOST COMPLEX STROKE CASES, AS A CERTIFIED HIP REPLACEMENT CENTER, A CERTIFIED KNEE REPLACEMENT CENTER, AND IS DESIGNATED AS A LEVEL I TIME CRITICAL DIAGNOSIS STEMI CENTER. IT IS ALSO A BARIATRIC SURGERY CENTER OF EXCELLENCE AS ENDORSED BY THE AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY. SSM HEALTH ST. MARY'S HOSPITAL IS A TWO-TIME WINNER OF THE PREMIER AWARD FOR QUALITY AND A LEVEL II TIME CRITICAL DIAGNOSIS STEMI CENTER. THE HOSPITAL HAS DISTINCTIVE CAPABILITIES IN HEART ATTACK CARE, HIGH-RISK PREGNANCIES, AND FETAL SURGERY. ADDITIONALLY, THE HOSPITAL HAS A CHEST PAIN CENTER, ADVANCED STROKE CARE CLINIC AND THE LATEST IMAGING AND OUTPATIENT SERVICES. A TEACHING HOSPITAL, SSM HEAL TH ST. MARY'S OFFERS AN INDEPENDENT, ACCREDITED INTERNAL MEDICINE RESIDENCY PROGRAM AND IS THE PRIMARY LOCATION FOR ST. LOUIS UNIVERSITY SCHOOL OF MEDICINE'S DEPARTMENT OF OBSTETRICS AND GYNECOLOGY AND ITS FAMILY PRACTICE RESIDENCY PROGRAMS. SSM HEALTH ST. JOSEPH HOSPITAL-ST CHARLES IS LOCATED IN A HISTORIC DOWNTOWN DISTRICT AND HAS BEEN SERVING THE NEEDS OF THE COMMUNITY SINCE 1885. SSM ST. JOSEPH HOSPITALST CHARLES HAS GROWN STRUCTURALLY AND TECHNOLOGICALLY THROUGHOUT THE PAST 125 YEARS TO MEET THE NEEDS OF AN EVER-GROWING AND CHANGING POPULATION. TODAY, THE ACUTE CARE HOSPITAL OFFERS HIGHLY-SPECIALIZED CARE FOR CRITICALLY ILL PATIENTS. THE HOSPITAL EXCELS IN MANY AREAS, INCLUDING OPEN-HEART SURGERY, CARDIAC CATHETERIZATIONS, TRAUMA AND EMERGENCY SERVICES, SLEEP MEDICINE, OBSTETRICS, SURGICAL SERVICES, ONCOLOGY, VASCULAR SURGERY, ORTHOPEDICS AND GASTROENTEROLOGY. THE FACILITY IS DESIGNATED AS A LEVEL II TRAUMA CENTER, A JOINT COMMISSION-CERTIFIED PRIMARY STROKE CENTER AND THE ONLY LEVEL I TIME CRITICAL DIAGNOSIS STEMI CENTER IN ST. CHARLES COUNTY. SSM HEAL TH ST. JOSEPH HOSPITAL-LAKE SAINT LOUIS IS THE LEADING PROVIDER OF HEALTH CARE SERVICES FOR WESTERN ST. CHARLES, WARREN AND LINCOLN COUNTIES. THE HOSPITAL IS A STATE-DESIGNATED LEVEL ILL TRAUMA CENTER, A LEVEL II TIME CRITICAL DIAGNOSIS STEMI CENTER AND SPECIALIZES IN OBSTETRIC AND PEDIATRIC CARE. IT ALSO OFFERS INPATIENT AND OUTPATIENT HEALTH CARE SERVICES. IN 2014 IT WAS NAMED ONE OF THE NATION'S TOP 100 HOSPITALS BY TRUVEN HEAL TH ANALYTICS AND MADE BECKER'S HOSPITAL REVIEW'S LIST OF 100 GREAT COMMUNITY HOSPITALS. SSM HEALTH ST. JOSEPH HOSPITAL-WENTZVILLE HAS BEEN PROVIDING HIGH QUALITY HEALTH CARE TO RESIDENTS IN WESTERN ST. CHARLES, WARREN, LINCOLN, AND MONTGOMERY COUNTIES SINCE 1987. OPERATING UNDER THE SSM HEAL TH ST. JOSEPH HOSPITAL-ST. CHARLES HOSPITAL LICENSE, THE FACILITY CURRENTLY OFFERS PATIENTS IN WENTZVILLE AND SURROUNDING COMMUNITIES A 24-HOUR EMERGENCY DEPARTMENT AND AMBULATORY SERVICES, AS WELL AS CONVENIENT ACCESS TO OUTPATIENT PROGRAMS, INCLUDING DIAGNOSTIC, CARDIOLOGY, PULMONARY AND REHAB SERVICES. BEHAVIORAL HEAL TH INPATIENT AND OUTPATIENT CARE ALSO IS AN INTEGRAL PART OF THE SERVICES OFFERED AT THE HOSPITAL. THE HOSPITAL OFFERS INPATIENT PSYCHIATRIC CARE ON CAMPUS WITH CLOSE SUPERVISION, WITH THE GOAL OF STABILIZING PATIENTS AND HELPING THEM UNDERSTAND THEIR CONDITION AND DEVELOP COPING STRATEGIES TO MANAGE THEIR EMOTIONS AND BEHAVIORS. SSM HEALTH ST. CLARE HOSPITAL-FENTON IS A LEVEL I TIME CRITICAL DIAGNOSIS STEM! CENTER AND A LEVEL I STROKE CENTER, SERVES THE MEDICAL NEEDS OF THE EXPANDING COMMUNITY IN SOUTHWEST ST. LOUIS COUNTY. SPECIALIZING IN HEART AND VASCULAR, NEUROSCIENCES, CANCER CARE, MATERNITY AND OTHER MEDICAL SERVICES. THE HOSPITAL ALSO RECEIVED THE HEALTHGRADES OUTSTANDING PATIENT EXPERIENCE AWARD IN 2019. SSM HEALTH CARE ST LOUIS FURTHERS ITS EXEMPT PURPOSE WITH THE FOLLOWING ACTIVITIES: - OPERATES AN EMERGENCY ROOM THAT IS OPEN TO ALL PERSONS REGARDLESS OF ABILITY TO PAY,- HAS AN OPEN MEDICAL STAFF WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS IN THE AREA, - HAS A GOVERNING BODY IN WHICH INDEPENDENT PERSONS REPRESENTATIVE OF THE COMMUNITY COMPRISE A MAJORITY - ENGAGES IN THE TRAINING AND EDUCATION OF HEAL TH CARE PROFESSIONALS,- PARTICIPATES IN MEDICAID, MEDICARE, CHAMPUS, TRICARE, AND/OR OTHER GOVERNMENT-SPONSORED HEAL TH CARE PROGRAMS - ALL SURPLUS FUNDS GENERATED BY SSMH ENTITIES ARE REINVESTED IN IMPROVING OUR PATIENT CARE DELIVERY SYSTEM.QUANTIFIABLE UNCOMPENSATED CARE: THE FOLLOWING IS A LIST OF THE TYPES OF PROGRAMS AND SERVICES THAT COULD BE INCLUDED AS UNCOMPENSATED CARE: TRADITIONAL CHARITY CARE - $35,315,404UNPAID COST OF OTHER MEANS-TESTED PROGRAMS - $9,396,333TOTAL QUANTIFIABLE UNCOMPENSATED CARE - $44,711,736

    Expenses $1,852,517,464 · Grants $3,537,048 · Revenue $2,113,018,794

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

Listed in Part VII

  • Jan Cerny

    DIRECTOR, VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Snehal Gandhi MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Douglass Petty

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Dennis Harms

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Joseph Yancey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Christine Jacobs MD

    DIRECTOR, ACTING DEAN, INTERIM VP MEDICAL AFFAIRS

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Timothy Johnson MD

    DIRECTOR, SYSTEM VP MEDICAL GROUP & POP HEALTH OPS

    Total calculated
    $1,050,690
    From this org
    $0
    From related orgs
    $749,701
    Other
    $300,989
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $546,303 related
    Bonus
    $0 + $162,711 related
    Other
    $0 + $40,687 related
    Deferred
    $0 + $266,170 related
    Nontaxable benefits
    $0 + $34,819 related
    Filer's total
    $0 + $1,050,690 related

  • Jeremy Fotheringham

    CHAIRPERSON, PRESIDENT, REGIONAL PRESIDENT - ST. L

    Total calculated
    $1,813,400
    From this org
    $0
    From related orgs
    $1,125,814
    Other
    $687,586
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $789,865 related
    Bonus
    $0 + $334,239 related
    Other
    $0 + $1,710 related
    Deferred
    $0 + $648,534 related
    Nontaxable benefits
    $0 + $39,052 related
    Filer's total
    $0 + $1,813,400 related

  • Stephen Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Steve Smoot

    VICE PRESIDENT, COO AT SSM HEALTH

    Total calculated
    $3,258,847
    From this org
    $0
    From related orgs
    $2,054,358
    Other
    $1,204,489
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,173,646 related
    Bonus
    $0 + $737,192 related
    Other
    $0 + $143,520 related
    Deferred
    $0 + $1,164,125 related
    Nontaxable benefits
    $0 + $40,364 related
    Filer's total
    $0 + $3,258,847 related

  • Randy Combs

    TREASURER, CFO AT SSM HEALTH

    Total calculated
    $3,420,428
    From this org
    $0
    From related orgs
    $2,182,354
    Other
    $1,238,074
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,242,308 related
    Bonus
    $0 + $669,269 related
    Other
    $0 + $270,777 related
    Deferred
    $0 + $1,203,989 related
    Nontaxable benefits
    $0 + $34,085 related
    Filer's total
    $0 + $3,420,428 related

  • Douglas Long

    SECRETARY, CLO AT SSM HEALTH

    Total calculated
    $2,202,252
    From this org
    $0
    From related orgs
    $1,425,239
    Other
    $777,013
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $759,270 related
    Bonus
    $0 + $495,539 related
    Other
    $0 + $170,430 related
    Deferred
    $0 + $753,634 related
    Nontaxable benefits
    $0 + $23,379 related
    Filer's total
    $0 + $2,202,252 related

  • Eileen Lamm

    REGIONAL VP, FINANCE (MO/ILL)

    Total calculated
    $720,702
    From this org
    $0
    From related orgs
    $516,349
    Other
    $204,353
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $410,075 related
    Bonus
    $0 + $91,935 related
    Other
    $0 + $14,339 related
    Deferred
    $0 + $169,951 related
    Nontaxable benefits
    $0 + $34,402 related
    Filer's total
    $0 + $720,702 related

  • Tina Garrison

    REGIONAL VP - CHIEF OPERATING OFFICER ST. LOUIS/SO

    Total calculated
    $956,018
    From this org
    $689,730
    From related orgs
    $0
    Other
    $266,288
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $533,210
    Bonus
    $122,385
    Other
    $34,135
    Deferred
    $240,884
    Nontaxable benefits
    $25,404
    Filer's total
    $956,018

  • Jake Brooks

    HOSPITAL PRESIDENT - SSM HEALTH ST. JOSEPH-ST. CHA

    Total calculated
    $692,401
    From this org
    $494,785
    From related orgs
    $0
    Other
    $197,616
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $405,498
    Bonus
    $88,457
    Other
    $830
    Deferred
    $177,061
    Nontaxable benefits
    $20,555
    Filer's total
    $692,401

  • Deborah Graves

    HOSPITAL PRESIDENT - SSM HEALTH ST. JOSEPH-LSL

    Total calculated
    $593,413
    From this org
    $523,925
    From related orgs
    $0
    Other
    $69,488
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $435,979
    Bonus
    $38,389
    Other
    $49,557
    Deferred
    $47,286
    Nontaxable benefits
    $22,202
    Filer's total
    $593,413

  • Kyle Grate

    HOSPITAL PRESIDENT - SSM HEALTH ST. CLARE HOSPITAL

    Total calculated
    $649,089
    From this org
    $455,072
    From related orgs
    $0
    Other
    $194,017
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $364,929
    Bonus
    $78,569
    Other
    $11,574
    Deferred
    $161,485
    Nontaxable benefits
    $32,532
    Filer's total
    $649,089

  • Kevin Elledge

    REGIONAL PRESIDENT - MEDICAL GROUP

    Total calculated
    $937,816
    From this org
    $0
    From related orgs
    $715,497
    Other
    $222,319
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $548,562 related
    Bonus
    $0 + $63,521 related
    Other
    $0 + $103,414 related
    Deferred
    $0 + $208,947 related
    Nontaxable benefits
    $0 + $13,372 related
    Filer's total
    $0 + $937,816 related

  • Julie Wilhite

    REGIONAL VP - HUMAN RESOURCES

    Total calculated
    $599,108
    From this org
    $0
    From related orgs
    $444,301
    Other
    $154,807
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $344,502 related
    Bonus
    $0 + $78,695 related
    Other
    $0 + $21,104 related
    Deferred
    $0 + $143,734 related
    Nontaxable benefits
    $0 + $11,073 related
    Filer's total
    $0 + $599,108 related

  • Bob Pendleton

    REGIONAL CHIEF CLINICAL OFFICER

    Total calculated
    $1,028,021
    From this org
    $754,330
    From related orgs
    $0
    Other
    $273,691
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $637,684
    Bonus
    $114,024
    Other
    $2,622
    Deferred
    $259,831
    Nontaxable benefits
    $13,860
    Filer's total
    $1,028,021

  • Rachel Donlan

    REGIONAL VP - ACADEMIC & PHYSICIAN INTEGRATION

    Total calculated
    $600,621
    From this org
    $0
    From related orgs
    $429,496
    Other
    $171,125
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $331,259 related
    Bonus
    $0 + $74,354 related
    Other
    $0 + $23,883 related
    Deferred
    $0 + $140,521 related
    Nontaxable benefits
    $0 + $30,604 related
    Filer's total
    $0 + $600,621 related

  • Min Pan

    PHYSICIAN

    Total calculated
    $890,224
    From this org
    $846,316
    From related orgs
    $0
    Other
    $43,908
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $841,414
    Bonus
    $0
    Other
    $4,902
    Deferred
    $27,672
    Nontaxable benefits
    $16,236
    Filer's total
    $890,224

  • Mario Morales

    PHYSICIAN

    Total calculated
    $1,515,332
    From this org
    $1,468,272
    From related orgs
    $0
    Other
    $47,060
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,231,528
    Bonus
    $234,564
    Other
    $2,180
    Deferred
    $12,196
    Nontaxable benefits
    $34,864
    Filer's total
    $1,515,332

  • Thomas Landon

    PHYSICIAN

    Total calculated
    $857,321
    From this org
    $803,502
    From related orgs
    $0
    Other
    $53,819
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $783,600
    Bonus
    $15,000
    Other
    $4,902
    Deferred
    $19,050
    Nontaxable benefits
    $34,769
    Filer's total
    $857,321

  • Kate Appleton

    PHYSICIAN

    Total calculated
    $603,200
    From this org
    $578,773
    From related orgs
    $0
    Other
    $24,427
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $567,074
    Bonus
    $10,000
    Other
    $1,699
    Deferred
    $17,777
    Nontaxable benefits
    $6,650
    Filer's total
    $603,200

  • Andrea Schwoerer

    PHYSICIAN

    Total calculated
    $713,173
    From this org
    $663,466
    From related orgs
    $0
    Other
    $49,707
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $607,440
    Bonus
    $55,000
    Other
    $1,026
    Deferred
    $17,199
    Nontaxable benefits
    $32,508
    Filer's total
    $713,173

  • Laura Kaiser

    FORMER OFFICER, PRESIDENT/CEO AT SSM HEALTH

    Total calculated
    $7,646,448
    From this org
    $0
    From related orgs
    $4,644,135
    Other
    $3,002,313
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,047,588 related
    Bonus
    $0 + $1,868,164 related
    Other
    $0 + $728,383 related
    Deferred
    $0 + $2,978,810 related
    Nontaxable benefits
    $0 + $23,503 related
    Filer's total
    $0 + $7,646,448 related

  • Karen Rewerts

    FORMER OFFICER, SYSTEM VP FINANCE AT SSM HEALTH

    Total calculated
    $1,088,845
    From this org
    $0
    From related orgs
    $801,331
    Other
    $287,514
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $589,021 related
    Bonus
    $0 + $154,022 related
    Other
    $0 + $58,288 related
    Deferred
    $0 + $253,200 related
    Nontaxable benefits
    $0 + $34,314 related
    Filer's total
    $0 + $1,088,845 related

  • Misty Jones

    FORMER KEY EMPLOYE, VP HOSPITAL ADMINISTRATOR, COO

    Total calculated
    $670,764
    From this org
    $491,500
    From related orgs
    $0
    Other
    $179,264
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $424,661
    Bonus
    $65,409
    Other
    $1,430
    Deferred
    $159,935
    Nontaxable benefits
    $19,329
    Filer's total
    $670,764

  • Alexander Garza MD

    FORMER OFFICER, CHIEF COMMUNITY HEALTH OFFICER

    Total calculated
    $1,657,355
    From this org
    $0
    From related orgs
    $1,032,700
    Other
    $624,655
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $591,556 related
    Bonus
    $0 + $383,397 related
    Other
    $0 + $57,747 related
    Deferred
    $0 + $608,149 related
    Nontaxable benefits
    $0 + $16,506 related
    Filer's total
    $0 + $1,657,355 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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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 1A
SEVERAL INDIVIDUALS LISTED ON PART VII, SECTION A RECEIVED A TAX INDEMNIFICATION/GROSS UP PAYMENT IN 2023. THESE PAYMENTS WERE INCLUDED IN THEIR TAXABLE COMPENSATION.
PART I, LINE 3
THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL (REGIONAL PRESIDENT) HAS COMPENSATION THAT IS DETERMINED BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION UTILIZED THE FOLLOWING TO DETERMINE COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY; (3) APPROVAL BY THE SSM HEAL TH PRESIDENT.
PART I, LINE 4B
PENSION RESTORATION PLAN: SSM HEALTH (SSMH) PROVIDES THIS SUPPLEMENTAL DEFINED BENEFIT NONQUALIFIED RETIREMENT PLAN TO ANY EMPLOYEE WHO IS A PARTICIPANT IN THE SSMH QUALIFIED DEFINED BENEFIT PLAN WHO EARNS OVER THE INTERNAL REVENUE SERVICE COMPENSATION LIMIT. THE PLAN "RESTORES" THE BENEFITS TO THESE EMPLOYEES THAT WOULD HAVE BEEN PROVIDED UNDER THE SSMH QUALIFIED PLAN IF THE REGULATIONS DID NOT IMPOSE COMPENSATION LIMITS. AN INDIVIDUAL CAN TAKE A DISTRIBUTION FROM THE PLAN AT (1) AGE 65 OR OLDER IF THE INDIVIDUAL IS STILL EMPLOYED BY SSMH OR (2) AGE 55 OR OLDER IF THE INDIVIDUAL IS NO LONGER EMPLOYED BY SSMH. NO INDIVIDUALS LISTED ON PART VII OF FORM 990 RECEIVED DISTRIBUTIONS FROM THE PLAN IN 2023. CAPITAL ACCUMULATION PLAN: SSMH PROVIDES THIS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO EXECUTIVE LEVEL EMPLOYEES. THE ORGANIZATION CONTRIBUTED A PERCENTAGE OF THE EMPLOYEE'S BASE SALARY INTO THEIR CHOICE OF A SELECT LIST OF INVESTMENTS. THE DEPOSITS AND EARNINGS OF THE PLAN ARE OWNED BY SSMH AND ARE TAX-DEFERRED UNTIL A DISTRIBUTION IS MADE TO THE EMPLOYEE. IN ADDITION, THE PLAN HAS SPECIAL SAFEGUARDS IN PLACE TO PROTECT THE FUNDS FROM CONTINGENCIES, OTHER THAN INSOLVENCY. FOR CONTRIBUTIONS MADE TO THE PLAN IN 2014 OR AFTER, THE DISTRIBUTION WILL OCCUR AFTER THE COMPLETION OF FOUR PLAN YEARS FOR ALL EXECUTIVES THAT ARE STILL ACTIVELY EMPLOYED ON THE DISTRIBUTION DATE. ANY ACTIVE PARTICIPANT 65 YEARS OR OLDER WILL RECEIVE THE CONTRIBUTION IN THE CURRENT YEAR. THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DEFERRALS FROM THIS PLAN IN 2023: STEVE SMOOT - 249,972 TIM JOHNSON, MD - 54,877 RANDY COMBS - 261,633 DOUGLAS LONG - 161,286 EILEEN LAMM - 39,082 JEREMY FOTHERINGHAM - 158,615 TINA GARRISON - 52,767 JAKE BROOKS - 39,253 DEBORAH GRAVES - 37,936 KYLE GRATE - $35,602 KEVIN ELLEDGE - 48,528 JULIE WILHITE - 32,119 BOB PENDLETON - 59,726 RACHEL DONLAN - 31,661 MIN PAN - 11,287 LAURA KAISER - 720,859 KAREN REWERTS - 56,755 MISTY JONES - 38,537 ALEXANDER GARZA, MD - 126,049 THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DISTRIBUTIONS FROM THIS PLAN IN 2023. ALL DISTRIBUTIONS RECEIVED FROM THE PLAN IN THE CURRENT YEAR WERE INCLUDED IN THE INDIVIDUAL'S TAXABLE COMPENSATION. STEVE SMOOT - 140,898 TIM JOHNSON, MD - 38,977 EILEEN LAMM - 11,950 TINA GARRISON - 32,465 KYLE GRATE - 10,690 KEVIN ELLEDGE - 47,362 JULIE WILHITE - 17,791 RACHEL DONLAN - 23,127 LAURA KAISER - 1,488,789 KAREN REWERTS - 51,943 ALEXANDER GARZA, MD - 51,545

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.

Disregarded entities

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

  • SSM ACO LLC

    HEALTH PROMOTION · MO · income $7,263,027 · assets $0

    Directly controlled by SSM HEALTH CARE ST LOUIS

Related partnerships

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

  • SSM ST JOSEPH ENDOSCOPY CENTER LLC

    RELATED · SURGERY SERVICES · MO · 50% owned · share of income $3,294,282 · share of assets $2,808,455

    Directly controlled by SSM HEALTH CARE ST LOUIS

  • ST CLARE IMAGING SERVICES LLC

    DIAG. SERVICES · WI

  • MT VERNON RADIATION THERAPY CENTER LLC

    RADIATION THERAPY · IL · general or managing partner

  • SLEEP & NEUROLOGY CENTER OF SOUTHERN ILLINOIS LLC

    DIAG. SERVICES · IL

  • CHOWSMGSI OFFICE BUILDING LLC

    MOB · IL

  • OZA CANCER CENTER LLC

    MOB · IL

  • SHAWNEE REAL ESTATE HOLDINGS LLC

    MOB · OK

  • DEAN CLINIC & ST MARY'S HOSPITAL ACCOUNTABLE CARE ORGANIZATION LLC

    ACCOUNTABLE CARE ORGANIZATION · WI

  • WISCONSIN INTEGRATED INFORMATION TECHNOLOGY AND TELEMEDICINE SYSTEMS LLC

    INFORMATION TECHNOLOGY SERVICES · WI

  • WINGRA BUILDING GROUP

    MOB · WI

  • JANESVILLE RIVERVIEW CLINIC BUILDING PARTNERSHIP

    MOB · WI

  • 1110 N CLASSEN BLVD LLC

    MOB · OK · general or managing partner

  • SSM ST CLARE SURGICAL CENTER LLC

    SURGERY SERVICES · MO

  • WINDMILL LLP

    INVESTMENTS · MO

  • NAVITUS HEALTH SOLUTIONS LLC

    PHARMACY BENEFIT MANAGEMENT · WI

  • SSM SELECT REHAB ST LOUIS LLC

    EXCLUDED · HEALTH CARE · DE · 49% owned

    Directly controlled by SSM HEALTH CARE ST LOUIS

  • EPIPHANY RX LLC

    PHARMACY BENEFIT MANAGEMENT · DE

  • RXPRECHECK LL

    PHARMACY BENEFIT MANAGEMENT · TN

  • ARCHIMEDES LLC

    PHARMACY BENEFIT MANAGEMENT · TN

  • BLOOM TREE LONG-ONLY FUND QP LP FKA BLOOM TREE PONDEROSA FUNDS QP LP

    INVESTMENTS · DE

  • NECICF II AIV2-B LP

    INVESTMENTS · DE

  • BISON CAPITAL PARTNERS VI-A LP

    INVESTMENTS · DE

Related corporations and trusts

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

  • SSM MANAGED CARE ORGANIZATION LLC

    C · HEALTH PROMOTION · MO · 100% owned · share of income $1,966,614 · share of assets $188,793

    Directly controlled by SSM HEALTH CARE ST LOUIS

  • FPP INC & SUBS

    C · HEALTH CARE · MO

  • DIVERSIFIED HEALTH SERVICES CORP

    C · MEDICAL EQUIPMENT · MO

  • SSM PROPERTIES INC

    C · PROPERTY SERVICES · MO

  • HEALTHFIRST PHYSICIAN MANAGEMENT SERVICES

    C · MEDICAL SERVICES · OK

  • SSMHC LIABILITY TRUST II

    C · INSURANCE · MO

  • SSM MEDICAL GROUP INC

    C · PHYSICIAN OFFICES · MO

  • SSMHC INSURANCE COMPANY

    C · INSURANCE · CJ

  • PHYSICIANS SERVICES CORP OF SOUTHERN ILLINOIS INC

    C · HEALTH CARE · IL

  • DEAN HEALTH SYSTEMS INC

    C · PHYSICIAN OFFICES · WI

  • DEAN RETAIL SERVICES INC

    C · PROPERTY SERVICES · WI

  • SSM HEALTH JANESVILLE CAMPUS CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOCIATION · WI

  • SSM HEALTH PHARMACY LLC

    C · PHARMACY · MO

  • NAVITUS HOLDINGS LLC

    C · PHARMACY · WI

  • MS COMMUNITY JV LLC

    C · INSURANCE · DE

  • QUALITY DRUG CORPORATION

    C · PHARMACY BENEFITS · CA

  • ST MARY'S HOSPITAL CAMPUS CONDOMINIUM OWNERS ASSOCIATION INC

    C · CONDO ASSOCIATION · WI

  • PARTNERS GROUP PMC PRIVATE CREDIT LP

    C · INVESTMENT · CJ

  • OMNINHEALTH HOLDINGS

    C · HEALTH CARE CONSULTING · DE

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202403209349327315

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

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