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Nonprofiteer
← AGNESIAN HEALTHCARE FOUNDATION INC

Form 990 for tax year 2023

Filed by AGNESIAN HEALTHCARE FOUNDATION INC.

Totals

Total revenue
$2,424,181
Total expenses
$2,668,528
Contributions and grants received
$1,613,039
Grants paid
$2,463,770
Program services expenses (Part IX)
$2,463,770
Management and general expenses
$0
Fundraising expenses
$204,758
Program service expenses (Part III)
$2,463,770

Program services were 92.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SHAWN FISHER

    DIRECTOR, EXECUTIVE DIRECTOR

    Total calculated
    $160,574
    From this org
    $138,868
    From related orgs
    $0
    Other
    $21,706
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,168
    Bonus
    $12,376
    Other
    $324
    Deferred
    $17,001
    Nontaxable benefits
    $4,705
    Filer's total
    $160,574

  • JACK E TWOHIG

    DIRECTOR, CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH A BIRD

    DIRECTOR, VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • BOB FALE

    DIRECTOR, SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • SR MARY NOEL BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR BRENDA GRASS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFF NUSS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHY SCHLIEVE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL R SHANNON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MAGGIE SHELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ADAM STONE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR CATHERINE TWOHIG-MCGALLOWAY

    DIRECTOR

    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 — 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)

PART I, LINE 3
SCHEDULE J, PART I, LINE 3 THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, PRESIDENT, IS COMPENSATED BY A RELATED ORGANIZATION THAT UTILIZED THE FOLLOWING TO DETERMINE COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY; (3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
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. NO PERSONS LISTED ON PART VII OF THE FORM 990 MADE DEFERRALS OR RECEIVED DISTRIBUTIONS FROM THIS PLAN IN 2023.

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

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
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202423209349309387

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