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Nonprofiteer
← LIFE AT ST FRANCIS HEALTHCARE INC

Form 990 for tax year 2024

Filed by LIFE AT ST FRANCIS HEALTHCARE INC.

Totals

Total revenue
$41,343,404
Total expenses
$35,412,539
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$40,862,438
Investment income
$480,966
Other revenue
$0
Total assets, end of year
$24,454,006
Total liabilities, end of year
$8,974,370
Net assets or fund balances, end of year
$15,479,636
Program services expenses (Part IX)
$33,806,171
Management and general expenses
$1,606,368
Fundraising expenses
$0
Program service expenses (Part III)
$33,806,171

Program services were 95.5% 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.

  • 2a · Program service revenue: CAPITATION REVENUE

    total $40,862,438 · related or exempt $40,862,438

  • 3 · Investment income

    total $383,507 · excluded $383,507

  • 7a · Gross sales of assets other than inventory

    securities $97,459

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

    securities $0

  • 7c · Gain or loss

    securities $97,459

  • 7d · Net gain or loss

    total $97,459 · excluded $97,459

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $168,256 · management and general $168,256

  • 7 · Other salaries and wages

    total $6,364,070 · program services $5,781,487 · management and general $582,583

  • 9 · Other employee benefits

    total $1,351,612 · program services $1,200,842 · management and general $150,770

  • 10 · Payroll taxes

    total $506,600 · program services $448,665 · management and general $57,935

  • 11c · Fees: accounting

    total $49,900 · management and general $49,900

  • 11f · Fees: investment management

    total $23,902 · management and general $23,902

  • 11g · Fees: other

    total $21,089,802 · program services $21,058,864 · management and general $30,938

  • 12 · Advertising and promotion

    total $150,006 · program services $132,851 · management and general $17,155

  • 13 · Office expenses

    total $185,490 · program services $164,277 · management and general $21,213

  • 14 · Information technology

    total $250,918 · program services $222,223 · management and general $28,695

  • 16 · Occupancy

    total $1,014,313 · program services $898,316 · management and general $115,997

  • 17 · Travel

    total $79,430 · program services $70,346 · management and general $9,084

  • 19 · Conferences, conventions and meetings

    total $3,665 · program services $3,246 · management and general $419

  • 22 · Depreciation, depletion and amortization

    total $788,866 · program services $698,651 · management and general $90,215

  • 23 · Insurance

    total $38,267 · program services $33,891 · management and general $4,376

  • 24a · Other expenses: I/C PURCHASED SERVICES

    total $2,156,346 · program services $1,909,746 · management and general $246,600

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $811,818 · program services $811,818

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $306,438 · program services $306,438

  • 24d · Other expenses: SUBSCRIPTIONS AND DUES

    total $18,126 · program services $16,053 · management and general $2,073

  • 24e · All other expenses

    total $54,714 · program services $48,457 · management and general $6,257

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $1,000,671 · end of year $801,848

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,399 · end of year $13,596

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

    $9,236,321

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

    $5,830,480

  • 10c · Land, buildings and equipment, net

    beginning of year $4,145,959 · end of year $3,405,841

  • 11 · Investments: publicly traded securities

    beginning of year $18,872,309 · end of year $12,148,336

  • 12 · Investments: other securities

    beginning of year $8,088,133 · end of year $5,206,430

  • 15 · Other assets

    beginning of year $1,798,345 · end of year $2,877,955

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,499,502 · end of year $4,419,081

  • 25 · Other liabilities

    beginning of year $3,682,713 · end of year $4,555,289

  • 27 · Net assets without donor restrictions

    beginning of year $25,752,601 · end of year $15,479,636

Mission and programs · 2024

Mission

WE, TRINITY HEALTH PACE AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.LIFE AT ST. FRANCIS HEALTHCARE (ST. FRANCIS LIFE) IS A MEMBER OF TRINITY HEALTH PACE AND TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE HEALTH CARE SERVICES FOR THE ELDERLY

  • LIFE AT ST. FRANCIS HEALTHCARE (ST. FRANCIS LIFE) IS A PACE PROGRAM, PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY, SERVING SENIORS IN NEWCASTLE COUNTY, DELAWARE. IT IS A UNIQUE PROGRAM PROVIDING A FULL SPECTRUM OF HEALTH CARE SERVICES, FROM PRIMARY TO ACUTE TO LONG-TERM CARE FOR FRAIL, ELDERLY INDIVIDUALS WHO ARE CERTIFIED TO REQUIRE NURSING HOME CARE. AT THE LIFE CENTER, CLINICAL AND REHABILITATIVE SERVICES ARE COORDINATED AND PARTICIPANTS VISIT, SOCIALIZE AND BUILD MEANINGFUL RELATIONSHIPS WITH DOCTORS, NURSES AND OTHER PROGRAM PARTICIPANTS. THE PROGRAM IS ABLE TO PROVIDE THE ENTIRE CONTINUUM OF CARE AND SERVICES TO SENIORS WITH CHRONIC CARE NEEDS WHILE MAINTAINING THEIR INDEPENDENCE IN THEIR HOMES FOR AS LONG AS POSSIBLE. THE INTEGRATED CARE PROVIDED BY THE LIFE CENTER INCLUDES ALL MEDICAL, NURSING, SOCIAL AND BEHAVIORAL SERVICES, SUCH AS ADULT DAY CARE, MEDICATION, VISION & HEARING CARE, DENTAL CARE, NUTRITION, OCCUPATIONAL, PHYSICAL AND SPEECH THERAPIES, SPIRITUAL SUPPORT, AND MORE.PLEASE VISIT THE WEBSITE FOR ADDITIONAL INFORMATION: WWW.TRINITYHEALTHPACE.ORG/DELAWARE/SAINT-FRANCIS-LIFE

    Expenses $33,806,171 · Revenue $40,862,438

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DANIEL DRAKE

    DIR; PRESIDENT & CEO CONT CARE

    Total calculated
    $1,010,454
    From this org
    $0
    From related orgs
    $960,989
    Other
    $49,465
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $594,706 related
    Bonus
    $0 + $242,697 related
    Other
    $0 + $123,586 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $29,040 related
    Filer's total
    $0 + $1,010,454 related

  • ARTHUR HENKEL

    DIRECTOR & CHAIR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • ANNE LEWIS

    DIR/CHAIR/LSF PRES AT 1/25; PACE COO

    Total calculated
    $423,801
    From this org
    $0
    From related orgs
    $371,413
    Other
    $52,388
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,409 related
    Bonus
    $0 + $73,899 related
    Other
    $0 + $7,105 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $31,963 related
    Filer's total
    $0 + $423,801 related

  • ANNA MARIE TAG RSM

    DIRECTOR & VICE CHAIR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • BENJAMIN CARTER

    DIRECTOR THR 12/24; TRIN EVP & COO

    Total calculated
    $3,488,982
    From this org
    $0
    From related orgs
    $3,436,400
    Other
    $52,582
    Hours/week
    0.1 + 54.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,629,468 related
    Bonus
    $0 + $1,299,675 related
    Other
    $0 + $507,257 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $32,157 related
    Filer's total
    $0 + $3,488,982 related

  • MICHELE GONZALEZ

    DIR AT 1/25; LSF EXECUTIVE DIRECTOR

    Total calculated
    $168,255
    From this org
    $0
    From related orgs
    $163,963
    Other
    $4,292
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $0 + $156,056 related
    Bonus
    $0 + $7,709 related
    Other
    $0 + $198 related
    Deferred
    $0 + $3,156 related
    Nontaxable benefits
    $0 + $1,136 related
    Filer's total
    $0 + $168,255 related

  • JOANNE HANDY

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • WILLIAM MINNIX

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • LAUREN MOODY

    DIRECTOR AS OF 1/25

    Total calculated
    $0
    Hours/week
    1

  • LEJON POOLE

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • BETH ROTENBERRY

    DIRECTOR AS OF 1/25

    Total calculated
    $0
    Hours/week
    1

  • ANTONIA VILLARRUEL

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • DEWAYNE WELLS

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • MARCUS BOWENS

    TREASURER; CFO CONTINUING CARE

    Total calculated
    $726,523
    From this org
    $0
    From related orgs
    $615,131
    Other
    $111,392
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $458,753 related
    Bonus
    $0 + $148,841 related
    Other
    $0 + $7,537 related
    Deferred
    $0 + $94,585 related
    Nontaxable benefits
    $0 + $16,807 related
    Filer's total
    $0 + $726,523 related

  • MANDI MURRAY

    SEC THR 12/24; TRIN VP MANAGING CNSL

    Total calculated
    $632,831
    From this org
    $0
    From related orgs
    $579,582
    Other
    $53,249
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,922 related
    Bonus
    $0 + $140,933 related
    Other
    $0 + $14,727 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $32,824 related
    Filer's total
    $0 + $632,831 related

  • CHRISTINE SEPPALA

    SEC AT 1/25; TRIN ASSOCIATE COUNSEL

    Total calculated
    $281,634
    From this org
    $0
    From related orgs
    $235,711
    Other
    $45,923
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,474 related
    Bonus
    $0 + $27,772 related
    Other
    $0 + $465 related
    Deferred
    $0 + $15,944 related
    Nontaxable benefits
    $0 + $29,979 related
    Filer's total
    $0 + $281,634 related

  • KAREN NICHOLS MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $535,471
    From this org
    $0
    From related orgs
    $501,537
    Other
    $33,934
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $384,676 related
    Bonus
    $0 + $97,818 related
    Other
    $0 + $19,043 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $13,509 related
    Filer's total
    $0 + $535,471 related

  • AUTUMN SMITH

    NURSE PRACTITIONER

    Total calculated
    $151,584
    From this org
    $0
    From related orgs
    $131,395
    Other
    $20,189
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $131,292 related
    Bonus
    $0
    Other
    $0 + $103 related
    Deferred
    $0 + $4,102 related
    Nontaxable benefits
    $0 + $16,087 related
    Filer's total
    $0 + $151,584 related

  • ELVINA KIPOTO

    NURSE PRACTITIONER

    Total calculated
    $148,833
    From this org
    $0
    From related orgs
    $125,930
    Other
    $22,903
    Hours/week
    40

  • DOREEN KARAN

    NURSE PRACTITIONER

    Total calculated
    $158,372
    From this org
    $0
    From related orgs
    $120,622
    Other
    $37,750
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $120,523 related
    Bonus
    $0
    Other
    $0 + $99 related
    Deferred
    $0 + $8,513 related
    Nontaxable benefits
    $0 + $29,237 related
    Filer's total
    $0 + $158,372 related

  • DONNA WOMACK

    THERAPY MANAGER

    Total calculated
    $124,942
    From this org
    $0
    From related orgs
    $109,772
    Other
    $15,170
    Hours/week
    40

  • MARIA MILLER

    REGIONAL DIR OF SALES & ENROLLMENT

    Total calculated
    $138,650
    From this org
    $0
    From related orgs
    $109,312
    Other
    $29,338
    Hours/week
    40

  • JAMES WOODWARD

    FRMR OFFCR; THMA PRES & CEO THR 1/25

    Total calculated
    $1,492,517
    From this org
    $0
    From related orgs
    $1,434,602
    Other
    $57,915
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $859,441 related
    Bonus
    $0 + $336,719 related
    Other
    $0 + $238,442 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $37,490 related
    Filer's total
    $0 + $1,492,517 related

  • CATHERINE MIKUS

    FORMER OFFCR; THMA VP MANAGING CNSL

    Total calculated
    $598,651
    From this org
    $0
    From related orgs
    $548,027
    Other
    $50,624
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $358,429 related
    Bonus
    $0 + $118,627 related
    Other
    $0 + $70,971 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $30,199 related
    Filer's total
    $0 + $598,651 related

  • KIMBERLY SAXTON

    FORMER OFFICER

    Total calculated
    $387,966
    From this org
    $0
    From related orgs
    $308,742
    Other
    $79,224
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $35,463 related
    Bonus
    $0 + $43,750 related
    Other
    $0 + $229,529 related
    Deferred
    $0 + $50,469 related
    Nontaxable benefits
    $0 + $28,755 related
    Filer's total
    $0 + $387,966 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

  • 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
ST. FRANCIS LIFE IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. ST. FRANCIS LIFE'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF ST. FRANCIS LIFE'S CEO: - 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 2024. THIS AMOUNT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: KIMBERLY SAXTON - $213,658 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNT, WHICH WAS UNPAID AS OF 12/31/24: KIMBERLY SAXTON - $44,719 (PAID IN 2025) THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2024. 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 2024, AND THEIR NON-VESTED BENEFITS FOR 2024 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2024 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: BENJAMIN CARTER - $439,031 DANIEL DRAKE - $99,954 CATHERINE MIKUS - $57,059 MANDI MURRAY - $0 JAMES WOODWARD - $199,402 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUAL FOR 2024 IS INCLUDED IN COLUMN C OF SCHEDULE J, PART II: MARCUS BOWENS - $77,910 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 ($345,000 FOR 2024). THE FOLLOWING PAYOUTS FOR 2024 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: MARCUS BOWENS - $0 ANNE LEWIS - $318 KAREN NICHOLS, MD - $3,625

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
12 May 2026
IRS schema version
2024v5.5
Source object
202611329349301916

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