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Nonprofiteer
← ST LUKES HEALTH SYSTEM CORPORATION

Form 990 for tax year 2022

Filed by ST LUKES HEALTH SYSTEM CORPORATION.

Totals

Total revenue
$108,160,486
Total expenses
$213,517,795
Contributions and grants received
$1,062,729
Grants paid
$0
Program services expenses (Part IX)
$117,639,273
Management and general expenses
$95,878,522
Fundraising expenses
$0
Program service expenses (Part III)
$117,639,273

Program services were 55.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • T DOUGLAS LAWSON PHD

    EX-OFFICIO BOARD MEMBER/CEO

    Total calculated
    $2,462,273
    From this org
    $0
    From related orgs
    $2,252,440
    Other
    $209,833
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,063,853 related
    Bonus
    $0 + $998,886 related
    Other
    $0 + $189,701 related
    Deferred
    $0 + $187,354 related
    Nontaxable benefits
    $0 + $22,479 related
    Filer's total
    $0 + $2,462,273 related

  • THERON PARK

    MARKET PRESIDENT CHI ST. JOSEPH HEALTH

    Total calculated
    $1,082,465
    From this org
    $1,068,631
    From related orgs
    $0
    Other
    $13,834
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $143,618
    Bonus
    $0
    Other
    $925,013
    Deferred
    $8,648
    Nontaxable benefits
    $5,186
    Filer's total
    $1,082,465

  • JAMES PARISI

    PRESIDENT, NORTH HOUSTON MARKET CHI ST. LUKE'S

    Total calculated
    $849,782
    From this org
    $772,532
    From related orgs
    $0
    Other
    $77,250
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $474,151
    Bonus
    $266,719
    Other
    $31,662
    Deferred
    $42,075
    Nontaxable benefits
    $35,175
    Filer's total
    $849,782

  • BRADLEY LEMBCKE MD

    DIVISION SVP CMO

    Total calculated
    $778,612
    From this org
    $695,829
    From related orgs
    $29,952
    Other
    $52,831
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $595,409 + $28,563 related
    Bonus
    $98,197
    Other
    $2,223 + $1,389 related
    Deferred
    $0 + $17,925 related
    Nontaxable benefits
    $11,188 + $23,718 related
    Filer's total
    $707,017 + $71,595 related

  • STEVEN FOSTER

    PRESIDENT, SOUTH HOUSTON MARKET CHI ST. LUKE'S

    Total calculated
    $726,895
    From this org
    $672,282
    From related orgs
    $0
    Other
    $54,613
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $401,671
    Bonus
    $229,157
    Other
    $41,454
    Deferred
    $16,706
    Nontaxable benefits
    $37,907
    Filer's total
    $726,895

  • MONTE BOSTWICK

    MARKET PRESIDENT CHI ST. LUKE'S MEMORIAL

    Total calculated
    $649,358
    From this org
    $598,109
    From related orgs
    $0
    Other
    $51,249
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $439,394
    Bonus
    $105,663
    Other
    $53,052
    Deferred
    $17,609
    Nontaxable benefits
    $33,640
    Filer's total
    $649,358

  • LINDA KULHANEK

    DIV SVP CFO CHI ST. LUKE'S HEALTH SYSTEM

    Total calculated
    $573,576
    From this org
    $540,498
    From related orgs
    $0
    Other
    $33,078
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $464,144
    Bonus
    $72,292
    Other
    $4,062
    Deferred
    $18,502
    Nontaxable benefits
    $14,576
    Filer's total
    $573,576

  • CAROLYN QUAN

    DIV VP CLINICAL EFFICIENCY UTILIZATION

    Total calculated
    $513,974
    From this org
    $473,016
    From related orgs
    $0
    Other
    $40,958
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $405,144
    Bonus
    $64,260
    Other
    $3,612
    Deferred
    $12,906
    Nontaxable benefits
    $28,052
    Filer's total
    $513,974

  • VERONICA MARTIN

    DIV SVP CNO

    Total calculated
    $480,554
    From this org
    $417,015
    From related orgs
    $30,235
    Other
    $33,304
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $355,986 + $29,444 related
    Bonus
    $59,755
    Other
    $1,274 + $791 related
    Deferred
    $0 + $17,925 related
    Nontaxable benefits
    $5,059 + $10,320 related
    Filer's total
    $422,074 + $58,480 related

  • MARIO GARNER

    PRESIDENT ST LUKE-VINTAGE

    Total calculated
    $479,426
    From this org
    $431,674
    From related orgs
    $0
    Other
    $47,752
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $351,770
    Bonus
    $62,687
    Other
    $17,217
    Deferred
    $35,245
    Nontaxable benefits
    $12,507
    Filer's total
    $479,426

  • PAUL ARRINGTON

    DIV SVP COMMUNICATION

    Total calculated
    $419,801
    From this org
    $372,887
    From related orgs
    $0
    Other
    $46,914
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $367,268
    Bonus
    $0
    Other
    $5,619
    Deferred
    $14,489
    Nontaxable benefits
    $32,425
    Filer's total
    $419,801

  • CHARLES ELLISON

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • PAUL KLOTMAN MD

    EX-OFFICIO BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • TONY LIN MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SR NANCY LINENKUGEL

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • GINA LUNA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • INDIRA VISHNAMPET

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 12 related

  • ADAM KUSPA PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JEFF ROSE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KENNETH WELLS MD

    BM & VICE CHAIR (TERMED 7/29/22)

    Total calculated
    $0
    Hours/week
    1

  • HASHEM EL-SERAG MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STU BRIGHTMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALEX CESTERO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KELLY HACKETT

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SR LAUREEN PAINTER

    BOARD MEMBER

    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

  • 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)

SCHEDULE J, PART I, LINE 3
DURING THE CALENDAR YEAR 2022, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY COMMONSPIRIT HEALTH, A RELATED ORGANIZATION. COMMONSPIRIT HEALTH, USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
SCHEDULE J, PART I, LINE 4A
CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 WEEKS TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. A REPORTABLE INDIVIDUAL TERMINATED PRIOR TO THE EFFECTIVE DATE OF THE EXECUTIVE SEVERANCE POLICY RECEIVED SEVERANCE IN ACCORDANCE WITH AN EMPLOYMENT CONTRACT. THE FOLLOWING REPORTABLE INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE 2022 CALENDAR YEAR, AND THESE SEVERANCE PAYMENTS WERE INCLUDED IN THE INDIVIDUALS' W-2 INCOME AND REPORTABLE COMPENSATION ON PART VII AND SCHEDULE J, PART II, COLUMN (B)(III): THERON PARK, $828,261.
SCHEDULE J, PART I, LINE 4B
DURING THE 2022 CALENDAR YEAR, COMMONSPIRIT HEALTH ("COMMONSPIRIT") MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR DIVISION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DURING 2022 THE FOLLOWING DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: STEVEN C FOSTER, $19,702; MONTE J BOSTWICK, $29,467; JAMES F PARISI, $28,050; THERON PARK, $92,489; T. DOUGLAS LAWSON, $174,690 AND MARIO GARNER, $16,425. DUE TO THE "SUPER" VESTING RULES UNDER COMMONSPIRIT'S DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2022 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II. DURING 2022, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: STEVEN C FOSTER, $20,492; MONTE J BOSTWICK, $22,325; AND THERON PARK, $4,040
SCHEDULE J, PART II
ST. LUKE'S HEALTH SYSTEM CORPORATION FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST COMMONSPIRIT IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE COMMONSPIRIT TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES COMMONSPIRIT SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND COMMONSPIRIT'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL, AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE, REVENUES AND COMPLEXITY. PAYMENTS PURSUANT TO A LONG-TERM FINANCIAL PERFORMANCE GOAL WERE PAID IN CALENDAR YEAR 2022.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202401349349307660

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

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