Form 990 for tax year 2023
Filed by ST JOSEPHS HEALTH CARE CENTER INC.
Totals
- Total revenue
- $26,144,532
- Total expenses
- $26,144,533
- Contributions and grants received
- $4,058,106
- Grants paid
- $4,058,106
- Program services expenses (Part IX)
- $18,584,758
- Management and general expenses
- $7,559,775
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $18,584,758
Program services were 71.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DOUGLAS MCFADDEN
TRUSTEE/VICE CHAIR & SEC
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
KIMBERLY GUY
TRUSTEE/Chief Operating Officer
- Total calculated
- $1,139,697
- From this org
- $1,046,196
- From related orgs
- $0
- Other
- $93,501
- Hours/week
- 8 + 39 related
Schedule J breakdown matched by us
- Base
- $626,058
- Bonus
- $215,976
- Other
- $204,163
- Deferred
- $58,919
- Nontaxable benefits
- $34,582
- Filer's total
- $1,139,698
-
RALPH GARCIA
TRUSTEE/CHAIR (until Dec 2023)
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
SEAN BUTLER
TRUSTEE/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
AVRIL CHIN FATT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
CARLOS LAMOUTTE
TRUSTEE (eff Feb 2023)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DION SAMERSON
TRUSTEE (eff Feb 2023)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DONNA JORDAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
JENNIFER BROWN KING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JERILYN REED
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JOHN DICKS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
KATHERINE DIERKS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
LAUREN WEINER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
LINDELL BUSCIGLIO
TRUSTEE (eff Feb 2023)
- Total calculated
- $21,650
- From this org
- $0
- From related orgs
- $21,650
- Other
- $0
- Hours/week
- 1 + 10 related
-
LORI BAGGETT
TRUSTEE (eff Feb 2023)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
LORI YARBROUGH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
MATTHEW RICE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
MOSHARRAF HOSSAIN
TRUSTEE (eff Feb 2023)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
RICHARD GLORIOSO
TRUSTEE (until Dec 2023)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Sr PATRICIA SHIRLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
STEPHEN MENDOZA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
YVONNE FRY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
RONALD BEAMON
VP, CFO BAYCARE HOSP DIV
- Total calculated
- $788,187
- From this org
- $0
- From related orgs
- $675,010
- Other
- $113,177
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $417,337 related
- Bonus
- $0 + $149,228 related
- Other
- $0 + $108,445 related
- Deferred
- $0 + $72,236 related
- Nontaxable benefits
- $0 + $40,941 related
- Filer's total
- $0 + $788,187 related
-
PHILIP MINDEN
PRESIDENT OF ST. JOSEPH'S HOSPITAL (eff April 2023)
- Total calculated
- $611,541
- From this org
- $563,315
- From related orgs
- $0
- Other
- $48,226
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $370,722
- Bonus
- $97,099
- Other
- $95,494
- Deferred
- $32,506
- Nontaxable benefits
- $15,720
- Filer's total
- $611,541
-
CRYSTIN TIRONE
DIRECTOR CHIEF MEDICAL OFFICER - SJW, SJC
- Total calculated
- $434,532
- From this org
- $378,743
- From related orgs
- $0
- Other
- $55,789
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $341,290
- Bonus
- $36,618
- Other
- $835
- Deferred
- $16,500
- Nontaxable benefits
- $39,289
- Filer's total
- $434,532
-
JOANNE MAYERS
VP PATIENT SVCS/CNO - EAST
- Total calculated
- $542,366
- From this org
- $479,633
- From related orgs
- $0
- Other
- $62,733
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $304,532
- Bonus
- $108,432
- Other
- $66,669
- Deferred
- $35,016
- Nontaxable benefits
- $27,717
- Filer's total
- $542,366
-
KAREN KERR
PRESIDENT SFBH & BRMC
- Total calculated
- $604,916
- From this org
- $538,458
- From related orgs
- $0
- Other
- $66,458
- Hours/week
- 5 + 42 related
Schedule J breakdown matched by us
- Base
- $279,493
- Bonus
- $112,164
- Other
- $146,802
- Deferred
- $31,492
- Nontaxable benefits
- $34,966
- Filer's total
- $604,916
-
NATHANIEL MALCOLM
PRESIDENT OF ST. JOSEPH'S HOSPITAL (until April 2023)
- Total calculated
- $522,218
- From this org
- $508,014
- From related orgs
- $0
- Other
- $14,204
- Hours/week
- 1 + 46 related
Schedule J breakdown matched by us
- Base
- $105,072
- Bonus
- $20,522
- Other
- $382,421
- Deferred
- $1,212
- Nontaxable benefits
- $12,993
- Filer's total
- $522,219
-
THOMAS GARTHWAITE
PRESIDENT WINTER HAVEN HOSPITAL
- Total calculated
- $563,958
- From this org
- $462,028
- From related orgs
- $0
- Other
- $101,930
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $288,306
- Bonus
- $84,472
- Other
- $89,250
- Deferred
- $57,853
- Nontaxable benefits
- $44,077
- Filer's total
- $563,958
-
CARL TREMONTI
FORMER VP, CFO BAYCARE HOSP DIV
- Total calculated
- $830,500
- From this org
- $0
- From related orgs
- $761,886
- Other
- $68,614
- Hours/week
- 0 + 54 related
Schedule J breakdown matched by us
- Base
- $0 + $444,831 related
- Bonus
- $0 + $158,167 related
- Other
- $0 + $158,887 related
- Deferred
- $0 + $54,411 related
- Nontaxable benefits
- $0 + $14,203 related
- Filer's total
- $0 + $830,500 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 — 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 · Housing allowance or residence for personal use
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 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 1a Housing allowance or residence for personal use
- In 2023, Nathaniel Malcolm received a housing allowance to support relocation to our service area. The allowance was both taxable and time limited.
- Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
- The filing organization does not use any of the options listed in Schedule J, Part I, Line 3 to establish the compensation of the CEO/Executive Director. However, the related organization, BayCare Health System Inc, uses Compensation committee, Independent compensation consultant, Written employment contract, Compensation survey or study and Approval by the board or compensation committee as a means to establish compensation of the CEO (or COO) of the filing organization.
- Schedule J, Part I, Line 4a Severance or change-of-control payment
- Nathaniel Malcolm received a severance payment in the amount of $360,006 during 2023.
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- BayCare Health System provides two nonqualified deferred compensation plans to executive level employees: Executive Nonqualified Defined Contribution Plan The plan provides for annual credits of a specified percentage of an eligible participant's eligible compensation paid in a plan year and interest credits. Plan participants vest in increasing percentages based on years of service. Further, a participant shall become fully vested upon the participant's death, total and permanent disability or due to involuntary separation of employment other than for cause, or upon reaching retirement age. Payments made during employment are made for required tax withholding and reduce the participant's account balance. Distribution of the vested account balance occurs upon termination of employment. The plan is frozen for the participants hired after 1.1.2018. Supplemental Executive Retirement Plan The plan provides for annual credits to the participant's company contribution account of a specified percentage of an eligible participant's eligible compensation paid in a plan year and investment income credits. Plan participants vest on January 1 of the fifth Plan Year following the Plan Year for which the contribution was made. Further, a participant shall become fully vested upon the participant's death, total and permanent disability or due to involuntary separation of employment other than for cause, or upon reaching retirement age. Distribution of the vested amounts shall be made no later than the earlier of 90 days following the date the amounts become vested or the March 15th following the Plan Year in which the participant became vested. Amounts accrued, vested and distributed for plan participants are provided below. Kimberly Guy - Participated in a supplemental nonqualified deferred compensation plan. She had $98,757 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $38,861 in 2023. Carl Tremonti - Participated in a supplemental nonqualified deferred compensation plan. He had $73,104 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $28,767 in 2023. Ronald Beamon - Participated in a supplemental nonqualified deferred compensation plan. He had $33,829 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. He had $55,736 of nonvested benefits accrue during 2023. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $33,829 in 2023. Karen Kerr - Participated in a supplemental nonqualified deferred compensation plan. She had $50,656 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $19,933 in 2023. Joanne Mayers - Participated in a supplemental nonqualified deferred compensation plan. She had $34,750 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other Compensation. She had $26,447 of nonvested benefits accrue during 2023. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $13,674 in 2023. Philip Minden - Participated in a supplemental nonqualified deferred compensation plan. He had $47,645 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other Compensation. He had $16,006 of nonvested benefits accrue during 2023. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $18,748 in 2023. Thomas Garthwaite - Participated in a supplemental nonqualified deferred compensation plan. He had $35,406 of nonvested benefits accrue during 2023. This amount is included in Part II (C) Retirement and other deferred compensation. Nathaniel Malcolm - Participated in a supplemental nonqualified deferred compensation plan. He had $6,751 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $6,751 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
-
$3,703,174
Hospital Support
-
$303,000
Hospital Support
-
$37,500
Hospital Support
-
$14,432
Hospital Support
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.
-
501(c)(3) · HEALTH SERVICES · FL
Directly controlled by Trinity
-
ST JOSEPH'S COMMUNITY CARE INC
501(c)(3) · MEDICAL ASSISTANCE · FL · controlled entity
Directly controlled by SJHCC
-
SOUTH FLORIDA BAPTIST HOSPITAL
501(c)(3) · MEDICAL SERVICES · FL
Directly controlled by NA
-
ST ANTHONY'S PROFESSIONAL BUILDING & SE
501(c)(3) · REAL ESTATE · FL · controlled entity
Directly controlled by SJHCC
-
501(c)(3) · SUPPORTS SJH · FL · controlled entity
Directly controlled by SJHCC
-
501(c)(3) · HEALTH INVEST · FL · controlled entity
Directly controlled by SJHCC
-
ST JOSEPH'S HOSPITAL OF TAMPA FOUND INC
501(c)(3) · FUNDRAISING · FL · controlled entity
Directly controlled by SJHCC
-
501(c)(3) · health care system management · IN
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413179349304506
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