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Nonprofiteer
← ST FRANCIS REGIONAL MEDICAL CENTER

Form 990 for tax year 2024

Filed by ST FRANCIS REGIONAL MEDICAL CENTER.

Totals

Total revenue
$239,330,762
Total expenses
$220,355,203
Contributions and grants received
$860,083
Grants paid
$193,076
Program service revenue
$232,564,586
Investment income
$5,294,673
Other revenue
$611,420
Total assets, end of year
$276,716,068
Total liabilities, end of year
$59,030,534
Net assets or fund balances, end of year
$217,685,534
Program services expenses (Part IX)
$205,399,795
Management and general expenses
$14,646,102
Fundraising expenses
$309,306
Program service expenses (Part III)
$205,399,795

Program services were 93.2% 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.

  • 1c · Fundraising events

    $25,515

  • 1f · All other contributions, gifts and grants

    $834,568

  • 1g · Noncash contributions included above

    $6,587

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $237,779,719 · related or exempt $237,779,719

  • 2b · Program service revenue: PATIENT BAD DEBT

    total -$5,215,133 · related or exempt -$5,215,133

  • 3 · Investment income

    total $3,980,476 · excluded $3,980,476

  • 6a · Gross rents

    real property $613,930

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $613,930

  • 6d · Net rental income or loss

    total $613,930 · excluded $613,930

  • 7a · Gross sales of assets other than inventory

    securities $29,974,679 · other assets $7,000

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

    securities $28,665,284 · other assets $2,198

  • 7c · Gain or loss

    securities $1,309,395 · other assets $4,802

  • 7d · Net gain or loss

    total $1,314,197 · excluded $1,314,197

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $25,515

  • 8b · Fundraising events: direct expenses

    $2,510

  • 8c · Net income from fundraising events

    total -$2,510 · excluded -$2,510

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $164,798 · program services $164,798

  • 2 · Grants to domestic individuals

    total $28,278 · program services $28,278

  • 5 · Compensation of officers, directors and key employees

    total $1,556,510 · program services $739,927 · management and general $816,583

  • 7 · Other salaries and wages

    total $83,986,551 · program services $79,352,695 · management and general $4,454,649 · fundraising $179,207

  • 8 · Pension plan contributions

    total $4,755,163 · program services $4,452,184 · management and general $293,017 · fundraising $9,962

  • 9 · Other employee benefits

    total $12,365,011 · program services $11,577,165 · management and general $761,942 · fundraising $25,904

  • 10 · Payroll taxes

    total $5,616,639 · program services $5,258,770 · management and general $346,102 · fundraising $11,767

  • 11b · Fees: legal

    total $11,351 · program services $1,134 · management and general $10,217

  • 11c · Fees: accounting

    total $118,000 · management and general $118,000

  • 11g · Fees: other

    total $18,946,256 · program services $17,150,687 · management and general $1,794,953 · fundraising $616

  • 12 · Advertising and promotion

    total $151,307 · management and general $151,307

  • 13 · Office expenses

    total $35,848,661 · program services $35,842,861 · fundraising $5,800

  • 14 · Information technology

    total $136,662 · program services $128,464 · management and general $3,552 · fundraising $4,646

  • 16 · Occupancy

    total $7,524,624 · program services $5,780,079 · management and general $1,742,906 · fundraising $1,639

  • 17 · Travel

    total $37,128 · program services $26,099 · management and general $2,861 · fundraising $8,168

  • 19 · Conferences, conventions and meetings

    total $117,034 · program services $109,078 · management and general $956 · fundraising $7,000

  • 20 · Interest

    total $680,585 · program services $680,585

  • 22 · Depreciation, depletion and amortization

    total $9,333,728 · program services $6,998,785 · management and general $2,332,928 · fundraising $2,015

  • 23 · Insurance

    total $451,800 · program services $316,260 · management and general $135,540

  • 24a · Other expenses: PURCHASED SERVICES

    total $32,948,872 · program services $31,422,308 · management and general $1,522,993 · fundraising $3,571

  • 24b · Other expenses: MINNESOTACARE TAX

    total $2,910,125 · program services $2,910,125

  • 24c · Other expenses: MEDICAID SURCHARGE

    total $2,136,469 · program services $2,136,469

  • 24e · All other expenses

    total $529,651 · program services $323,044 · management and general $157,596 · fundraising $49,011

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $160,361 · end of year $9,621,688

  • 3 · Pledges and grants receivable

    beginning of year $227,933 · end of year $50,000

  • 4 · Accounts receivable

    beginning of year $28,096,704 · end of year $30,700,392

  • 7 · Other notes and loans receivable

    beginning of year $545,203 · end of year $143,018

  • 8 · Inventories for sale or use

    beginning of year $2,892,781 · end of year $3,015,246

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,142 · end of year $16,142

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

    $221,111,929

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

    $122,498,286

  • 10c · Land, buildings and equipment, net

    beginning of year $73,215,657 · end of year $98,613,643

  • 12 · Investments: other securities

    beginning of year $135,752,746 · end of year $123,514,296

  • 15 · Other assets

    beginning of year $11,510,790 · end of year $11,041,643

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,884,492 · end of year $24,201,169

  • 20 · Tax-exempt bond liabilities

    beginning of year $27,990,998 · end of year $25,719,654

  • 25 · Other liabilities

    beginning of year $18,042,442 · end of year $9,109,711

  • 27 · Net assets without donor restrictions

    beginning of year $190,322,570 · end of year $216,209,837

  • 28 · Net assets with donor restrictions

    beginning of year $2,177,815 · end of year $1,475,697

Mission and programs · 2024

Mission

ST. FRANCIS REGIONAL MEDICAL CENTER (ST. FRANCIS) HAS A RICH TRADITION OF PROVIDING QUALITY HEALTH CARE FOR THE PEOPLE LIVING IN SCOTT, CARVER AND WESTERN DAKOTA COUNTIES OF MINNESOTA. FOUNDED BY A SMALL GROUP OF FRANCISCAN SISTERS IN 1938, ST. FRANCIS HAS GROWN FROM A SMALL COMMUNITY HOSPITAL TO A COMPREHENSIVE, HIGH-QUALITY REGIONAL MEDICAL CENTER RAPIDLY EXPANDING TO MEET THE NEEDS OF THIS FAST-GROWING AREA. LOCAL ACCESS TO HIGH-QUALITY HEALTH CARE MAKES ST. FRANCIS A VALUABLE COMMUNITY ASSET, BOTH TO THE INDIVIDUALS AND COMMUNITIES IT SERVES. ST. FRANCIS CONTINUES TO PROVIDE EXCELLENT, COMPASSIONATE HEALTH CARE SERVICES WITH AN EMPHASIS ON INDIVIDUAL DIGNITY IN THE HEALING OF BODY, MIND, AND SPIRIT. THIS COMMITTMENT IS REFLECTED IN OUR MISSION STATEMENT "AT ST. FRANCIS, WE WORK TOGETHER TO PROVIDE ALL PEOPLE THE HEALING EXPERIENCE WE WOULD EXPECT FOR OURSELVES AND OUR FAMILIES."

Activities or mission (Part I)

PROVIDE QUALITY HEALTH CARE FOR THE PEOPLE IN SCOTT, CARVER AND WESTERN DAKOTA COUNTIES, MINNESOTA.

  • HOSPITAL, MEDICAL AND OTHER HEALTH CARE SERVICESST.FRANCIS, LOCATED IN THE TWIN CITIES SOUTHWEST METRO IN THE CITY OF SHAKOPEE, MINNESOTA, DELIVERS HIGH QUALITY, RESPECTFUL HOSPITAL, MEDICAL AND OTHER HEALTH CARE SERVICES TO PATIENTS. AS A CATHOLIC, MISSION-DRIVEN ORGANIZATION, ST.FRANCIS IS COMMITTED TO IMPROVING THE LIFELONG HEALTH OF THE COMMUNITIES IT SERVES. ST. FRANCIS SHARES ITS CAMPUS WITH ST.GERTRUDE'S HEALTH AND REHABILITATION CENTER, ALLINA HEALTH CLINIC, PARK NICOLLET CLINIC, CANCER CENTER, DIALYSIS CENTER, EMERGENCY AND URGENT CARE, MEDICAL AND DENTISTRY, AND MANY OTHER SERVICES AND SPECIALTY CLINICS HOUSED IN ADJOINING MEDICAL OFFICE BUILDINGS. ST. FRANCIS IS JOINTLY OWNED BY ALLINA HEALTH SYSTEM, PARK NICOLLET HEALTH SERVICES, AND ESSENTIA HEALTH.IN 2024 ST. FRANCIS EXPENDED $ 162.6 MILLION TO PROVIDE MEDICAL SERVICES TO PATIENTS THAT INCLUDED NEARLY 6,500 INPATIENT ADMISSIONS, OVER 105,000 OUTPATIENT VISITS AND NEARLY 1,000 BIRTHS.

    Expenses $162,623,058 · Revenue $237,779,719

  • COSTS OF PARTICIPATING IN GOVERNMENT PROGRAMSTO PROMOTE ACCESS TO CARE FOR ALL INDIVIDUALS, ST. FRANCIS PARTICIPATES IN THE FOLLOWING PUBLIC HEALTH CARE PROGRAMS: MEDICARE, MEDICAID, MINNESOTACARE, AND GENERAL ASSISTANCE. PAYMENTS FROM THESE PROGRAMS FREQUENTLY DO NOT COVER THE COSTS ST. FRANCIS INCURS TO SERVE PROGRAM BENEFICIARIES. THE FOLLOWING IS A BREAKDOWN ON COSTS RELATED TO THESE PROGRAMS, SERVICES AND ADDITIONAL TAXES AND FEES.COSTS IN EXCESS OF MEDICARE AND MEDICAID PAYMENTSST. FRANCIS PROVIDES SERVICES TO LOW-INCOME PUBLIC PROGRAM ENROLLEES (MEDICAID). PUBLIC PROGRAMS TYPICALLY REIMBURSE AT AMOUNTS LESS THAN COST. IN 2024, ST. FRANCIS EXPENDED $17.1 MILLION BEYOND REIMBURSEMENTS TO PROVIDE CARE FOR MEDICARE PATIENTS AND AN ADDITIONAL $8.5 MILLION BEYOND REIMBURSEMENTS FOR MEDICAID PATIENTS.MEDICAID SURCHARGEST. FRANCIS IS A PARTICIPANT IN THE MEDICAID SURCHARGE PROGRAM. THE CURRENT PROGRAM INCLUDES A 1.56% SURCHARGE ON A HOSPITAL'S NET PATIENT REVENUE (EXCLUDING MEDICARE REVENUE). REPORTED AMOUNTS ARE NET OF ANY DISPROPORTIONATE SHARE ADJUSTMENTS. IN 2024, ST. FRANCIS PAID $2.1 MILLION FOR THE MEDICAID SURCHARGE.MINNESOTACARE TAXST. FRANCIS ALSO PARTICIPATES IN THE FUNDING OF MEDICAL CARE FOR PEOPLE WHO ARE UNINSURED THROUGH A MINNESOTACARE TAX OF 1.8% ON CERTAIN NET REVENUE. PATIENTS WHO ARE UNABLE TO GET INSURANCE THROUGH THEIR EMPLOYER ARE ELIGIBLE TO PARTICIPATE IN MINNESOTACARE. ST. FRANCIS PAID $2.9 MILLION FOR MINNESOTACARE TAX IN 2024.

    Expenses $30,887,933

  • UNCOMPENSATED CARECHARITY CAREST. FRANCIS PROVIDES MEDICAL CARE WITHOUT CHARGE OR AT REDUCED COST TO RESIDENTS OF THE COMMUNITIES THAT IT SERVES THROUGH THE PROVISION OF CHARITY CARE. OUR CHARITY CARE PROGRAM KNOWN AS ALLINA HEALTH PARTNERS CARE PROGRAM WAS ESTABLISHED TO ASSIST PATIENTS WHO DO NOT QUALIFY FOR MEDICAL ASSISTANCE SUCH AS MEDICAID AND WHOSE ANNUAL INCOMES ARE AT OR BELOW 275% OF THE FEDERAL POVERTY LEVEL. CHARITY CARE DOES NOT INCLUDE BAD DEBT (CHARGES WRITTEN OFF AS UNPAID AND UNCOLLECTIBLE). THROUGH THIS PROGRAM, ST. FRANCIS STRIVES TO ENSURE THAT ALL MEMBERS OF THE COMMUNITY RECEIVE QUALITY MEDICAL CARE; REGARDLESS OF ABILITY TO PAY. IN 2024, ST. FRANCIS PROVIDED $855 THOUSAND IN CHARITY CARE.UNINSURED DISCOUNT PROGRAMFOR UNINSURED PATIENTS WHO DO NOT QUALIFY FOR MEDICAID OR MEET THE FINANCIAL THRESHOLD FOR CHARITY CARE, BUT REQUIRE SOME FINANCIAL ASSISTANCE, ST. FRANCIS PROVIDES A SLIDING SCALE DISCOUNT. ALL UNINSURED PATIENTS ARE ELIGIBLE FOR A MINIMUM OF A 25 PERCENT DISCOUNT ON BILLED CHARGES AND MAY QUALIFY FOR DISCOUNTS UP TO 44 PERCENT BASED ON ELIGIBILITY CRITERIA. IN 2024, ST. FRANCIS PROVIDED $8.7 MILLION IN SUCH DISCOUNTS TO LOW-INCOME, UNINSURED INDIVIDUALS. BAD DEBTST. FRANCIS PROVIDES MEDICAL CARE TO ALL IN NEED. THERE ARE TIMES WHEN PATIENT ACCOUNT BALANCES GO UNPAID, KNOWN AS BAD DEBT. THESE BAD DEBT CHARGES IN 2024 TOTALED $5.2 MILLION. BAD DEBT EXPENSE HAS NOT BEEN INCLUDED IN FORM 990, PART IX, LINE 25 BUT HAS BEEN REPORTED AS A REDUCTION TO PATIENT SERVICE REVENUE ON FORM 990, PART VIII LINE 2B.

    Expenses $9,617,957 · Revenue -$5,215,133

  • COMMUNITY SERVICESST. FRANCIS IS COMMITTED TO SUPPORTING PROGRAMS AND SERVICES THAT ADDRESS COMMUNITY NEEDS. IN 2024, ST. FRANCIS CONTRIBUTED $1.1 MILLION TO RESEARCH AND TO COMMUNITY PROGRAMS AND SERVICES TO ADVANCE THE HEALTH OF THE BROADER COMMUNITY. BELOW ARE EXAMPLES OF PROGRAMS AND SERVICES ST. FRANCIS SUPPORTS WITHIN THE COMMUNITIES WE SERVE UNDER THE CATEGORIES PROVIDED BY THE CATHOLIC HEALTHCARE ASSOCIATION (CHA) AND VHA, INC. THE ACTIVITIES IMPROVE COMMUNITY HEALTH AND DO NOT GENERATE INPATIENT OR OUTPATIENT BILLS. ST. FRANCIS SUPPORTS MANY PROGRAMS THAT FALL UNDER THIS CATEGORY. A FEW EXAMPLES INCLUDE:RIVER VALLEY HEALTH SERVICES:ST. FRANCIS PROVIDES FINANCIAL SUPPORT TO RIVER VALLEY HEALTH SERVICES (RIVER VALLEY). RIVER VALLEY PROVIDES SAFE, HIGH-QUALITY PUBLIC HEALTH NURSING AND BI-LINGUAL COMMUNITY RESOURCE REFERRALS AND CASE MANAGEMENT AT SITES IN SCOTT AND CARVER COUNTIES TO PEOPLE WHO ARE UNINSURED AND UNDERINSURED. IN 2024 RIVER VALLEY CONTINUED TO MANAGE CARE FOR PATIENTS, PROVIDING ACCESS TO CARE AS 100% OF THE CLIENTS ARE UNINSURED OR UNDERINSURED. RIVER VALLEY HELPS PEOPLE WITH COMPLEX PROBLEMS NAVIGATE THROUGH THE COMMUNITY AGENCIES AND PROGRAMS AVAILABLE TO THEM. IN 2024, RIVER VALLEY REACHED ADDITIONAL PATIENTS THROUGH 12 COMMUNITY SCREENINGS. RIVER VALLEY OPERATES AS A FREE MEDICAL CLINIC WITH ADDITIONAL CAPABILITIES WITH RESPECT TO DIABETES OUTREACH AND CARE, AND IS CO-LOCATED AT THE SHAKOPEE CAP AGENCY OFFICES PROVIDING ADDITIONAL OPPORTUNITIES TO SERVE A GREATER NUMBER OF COMMUNITY MEMBERS.ST. FRANCIS IS A PARTNER TO SOUTHERN VALLEY ALLIANCE (SVA), A DOMESTIC VIOLENCE AGENCY LOCATED IN SCOTT AND CARVER COUNTIES IN MINNESOTA, SUPPORTING SVA'S HOSPITAL ADVOCACY PROGRAM AS WELL AS THE NEW DOMESTIC ABUSE ADVOCACY CENTER IN SHAKOPEE. THE HOSPITAL ADVOCACY PROGRAM ALLOWS SVA ADVOCATES TO REMOTELY CONNECT WITH AN EMERGENCY ROOM PATIENT BEING TREATED FOR A DOMESTIC VIOLENCE INJURY, WORKING WITH THE HOSPITAL STAFF AND THE PATIENT TO PROVIDE SUPPORT AND RESOURCES.ST. MARY'S HEALTH CLINICST. MARY'S HEALTH CLINIC PROVIDES QUALITY, FREE HEALTH SERVICES TO PEOPLE WHO ARE UNINSURED AND UNDERINSURED. FOR MANY YEARS, ST. FRANCIS HAS PROVIDED FINANCIAL SUPPORT, CLINIC SPACE AND SUPPLIES TO ALLOW ST. MARY'S HEALTH CLINIC TO OPERATE IN SHAKOPEE. ST. MARY'S HEALTH CLINIC PROVIDES LABORATORY TESTING, RADIOLOGY, OUTPATIENT CARE AND MEDICAL SUPPLIES. THE ST. MARY'S CLINIC IN SHAKOPEE PROVIDES A CONTINUUM OF FREE HEALTH CARE SERVICES TO LOW-INCOME, UNINSURED PEOPLE IN SCOTT, CARVER AND WESTERN DAKOTA COUNTIES. VOLUNTEER DOCTORS AND NURSES PROVIDE CARE INCLUDING PRIMARY CARE VISITS, LAB TESTS, DIAGNOSTIC SERVICES, HEALTH SCREENING, RADIOLOGY SERVICES, PRESCRIPTION MEDICATIONS AND ANY OTHER MEDICALLY NECESSARY OUTPATIENT MEDICAL SERVICES. INTERPRETING SERVICES ARE PROVIDED, AND THE DIABETES EDUCATION ENHANCEMENT PROGRAM (DEEP) PROVIDES ONE-TO-ONE DIABETES SCREENING AND CARE MANAGEMENT TO PATIENTS. ALL PATIENTS SEEN AT ST. MARY'S CLINIC IN SHAKOPEE ARE AT OR BELOW THE 275% OF FEDERAL POVERTY GUIDELINES. ALL SERVICES ARE PROVIDED FREE OF CHARGE TO THE PATIENTS.HEALTH PROFESSIONS EDUCATION ST. FRANCIS ACTIVELY SUPPORTS NUMEROUS MEDICAL EDUCATION ACTIVITIES FOR PROVIDERS, HEALTH CARE STUDENTS AND OTHER HEALTH PROFESSIONALS. IN 2024, ST. FRANCIS INVESTED $640 THOUSAND IN INTERNSHIP OPPORTUNITIES, MENTORING PARTNERSHIPS, AND GRADUATE MEDICAL EDUCATION PROGRAMMING. ST. FRANCIS IS COMMITTED TO THE EDUCATION, TRAINING AND DEVELOPMENT OF FUTURE HEALTH CARE PROFESSIONALS AND ENSURES THE AVAILABILITY OF A HIGHLY TRAINED WORKFORCE TO MEET THE COMMUNITY'S HEALTH CARE NEEDS. FINANCIAL AND IN-KIND CONTRIBUTIONSST. FRANCIS PROVIDES NUMEROUS IN-KIND AND MONETARY CONTRIBUTIONS TO NOT-FOR-PROFIT ORGANIZATIONS TO SUPPORT COMMUNITY NEEDS. IN 2024, ST. FRANCIS FUNDED $372 THOUSAND FOR DONATIONS TO COMMUNITY PROGRAMS, EQUIPMENT, SUPPLIES, AND STAFF TIME. ST. FRANCIS PARTNERS WITH LOCAL ORGANIZATIONS POSSESSING EXPERTISE, VOLUNTEERS AND STAFF NEEDED TO IMPROVE THE HEALTH OF PEOPLE IN NEED. COMMUNITY-BUILDING ACTIVITIESST. FRANCIS AND ITS EMPLOYEES ARE ACTIVE PARTICIPANTS IN VARIOUS COMMUNITY ACTIVITIES THAT TARGET THE ROOT CAUSES OF HEALTH PROBLEMS, SUCH AS POVERTY, HOMELESSNESS AND HUNGER. EXAMPLES INCLUDE COMMUNITY HEALTH IMPROVEMENT ADVOCACY, WORKFORCE DEVELOPMENT, PARTICIPATING IN VARIOUS COMMUNITY COALITIONS AND DISASTER PREPAREDNESS PLANNING. IN 2024, THE VALUE ST. FRANCIS PROVIDED IS VALUED AT $59,000.RELATED ORGANIZATIONS - ST. FRANCIS ALSO INDIRECTLY SUPPORTS THE NUMEROUS CHARITABLE PURPOSES SUPPORTED BY ITS RESPECTIVE JOINT MEMBER ORGANIZATIONS OF ESSENTIA HEALTH, ALLINA HEALTH SYSTEM AND PARK NICOLLET HEALTH SERVICES.

    Expenses $2,270,847 · Grants $193,075

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

Listed in Part VII

  • Edwin Bogonko MD

    DIRECTOR

    Total calculated
    $849,074
    From this org
    $0
    From related orgs
    $753,034
    Other
    $96,040
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $676,768 related
    Bonus
    $0 + $34,789 related
    Other
    $0 + $41,477 related
    Deferred
    $0 + $57,958 related
    Nontaxable benefits
    $0 + $30,082 related
    Filer's total
    $0 + $841,074 related

  • Amy Jerdee

    DIRECTOR/PRESIDENT

    Total calculated
    $569,155
    From this org
    $471,648
    From related orgs
    $0
    Other
    $97,507
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $346,020
    Bonus
    $80,100
    Other
    $45,528
    Deferred
    $62,704
    Nontaxable benefits
    $34,803
    Filer's total
    $569,155

  • Seth Vogel MD

    DIRECTOR

    Total calculated
    $422,363
    From this org
    $0
    From related orgs
    $350,597
    Other
    $71,766
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $345,630 related
    Bonus
    $0 + $2,500 related
    Other
    $0 + $2,467 related
    Deferred
    $0 + $38,296 related
    Nontaxable benefits
    $0 + $33,470 related
    Filer's total
    $0 + $422,363 related

  • Nancy O'Connor MD

    DIRECTOR

    Total calculated
    $374,008
    From this org
    $0
    From related orgs
    $316,996
    Other
    $57,012
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $277,540 related
    Bonus
    $0 + $3,968 related
    Other
    $0 + $35,488 related
    Deferred
    $0 + $19,069 related
    Nontaxable benefits
    $0 + $37,943 related
    Filer's total
    $0 + $374,008 related

  • Joanna Bryant

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sr Kathleen Del Monte

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Deschaine

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Amy Dewane

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Liz Diedrich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kimberly Egan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dana Hardie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Cynthia Harvath MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sr Kathleen Hofer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Yannick Miaffo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Scott O'Brien

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Deborah Pauly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Rev Dan Poffenberger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ryan Tranby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • James Jess Wheeler Do

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Angela Gutzmer

    FINANCE DIRECTOR

    Total calculated
    $247,426
    From this org
    $207,251
    From related orgs
    $0
    Other
    $40,175
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,795
    Bonus
    $20,832
    Other
    $2,624
    Deferred
    $13,217
    Nontaxable benefits
    $26,958
    Filer's total
    $247,426

  • Laura Randgaard

    VP PATIENT CARE SVCS.

    Total calculated
    $331,006
    From this org
    $253,508
    From related orgs
    $0
    Other
    $77,498
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,485
    Bonus
    $48,491
    Other
    $1,532
    Deferred
    $40,360
    Nontaxable benefits
    $37,138
    Filer's total
    $331,006

  • Karyn Barry

    CRNA

    Total calculated
    $343,567
    From this org
    $309,439
    From related orgs
    $0
    Other
    $34,128
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $302,781
    Bonus
    $1,500
    Other
    $5,158
    Deferred
    $0
    Nontaxable benefits
    $34,128
    Filer's total
    $343,567

  • Christy McGuffee

    CRNA

    Total calculated
    $341,565
    From this org
    $315,077
    From related orgs
    $0
    Other
    $26,488
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $309,900
    Bonus
    $150
    Other
    $5,027
    Deferred
    $0
    Nontaxable benefits
    $26,488
    Filer's total
    $341,565

  • Dean Tebrake

    CRNA

    Total calculated
    $319,378
    From this org
    $299,010
    From related orgs
    $0
    Other
    $20,368
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $291,899
    Bonus
    $190
    Other
    $6,921
    Deferred
    $0
    Nontaxable benefits
    $20,368
    Filer's total
    $319,378

  • Farah Pieper

    CRNA

    Total calculated
    $292,832
    From this org
    $292,250
    From related orgs
    $0
    Other
    $582
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $288,214
    Bonus
    $0
    Other
    $4,036
    Deferred
    $0
    Nontaxable benefits
    $582
    Filer's total
    $292,832

  • Coleen Helberg

    CRNA

    Total calculated
    $291,794
    From this org
    $291,358
    From related orgs
    $0
    Other
    $436
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,242
    Bonus
    $1,500
    Other
    $4,616
    Deferred
    $0
    Nontaxable benefits
    $436
    Filer's total
    $291,794

  • Monte Johnson MD

    FORMER DIRECTOR/VP MEDICAL

    Total calculated
    $681,536
    From this org
    $336,609
    From related orgs
    $224,406
    Other
    $120,521
    Hours/week
    24 + 16 related

    Schedule J breakdown matched by us

    Base
    $249,761 + $166,507 related
    Bonus
    $53,912 + $35,941 related
    Other
    $32,936 + $21,958 related
    Deferred
    $47,819 + $31,879 related
    Nontaxable benefits
    $24,493 + $16,329 related
    Filer's total
    $408,921 + $272,614 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

  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

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
  • 7 · Other non-fixed payments

The filer's explanations (Part III)

PART I, LINE 4B
4(B): AMY JERDEE - $42,647; NANCY O'CONNOR - $15,050
PART I, LINE 6
DEFERRED COMPENSATION PLANS TERMS AND CONDITIONS: SEE SCHEDULE O RELATED TO FORM 990, PART VI, SECTION B, LINE 15 FOR A STATEMENT ON ALLINA HEALTH SYSTEM (ALLINA) PROVIDING ST. FRANCIS REGIONAL MEDICAL CENTER (ST. FRANCIS) STAFFING. ALLINA INCENTIVE PLAN ALLINA PROVIDES AN ANNUAL INCENTIVE COMPENSATION OPPORTUNITY FOR EXECUTIVES, MANAGEMENT AND KEY INDIVIDUAL CONTRIBUTOR STAFF. UNDER THIS PLAN, THE TARGET AWARD IS EXPRESSED AS A FUNCTION OF THE PARTICIPANT'S SALARY PAID DURING THE CALENDAR YEAR AND REQUIRES AT LEAST FOUR MONTHS OF SERVICE IN AN ELIGIBLE POSITION DURING THE YEAR. ACTUAL AWARDS CAN RANGE FROM 0% TO 150% OF THE TARGET AWARD, BASED ON ALLINA'S FINANCIAL AND NON-FINANCIAL PERFORMANCE OVER THE CALENDAR YEAR. NON-FINANCIAL PERFORMANCE MEASURES INCLUDE PATIENT & EMPLOYEE SAFETY, QUALITY, PATIENT EXPERIENCE AND FINANCIAL HEALTH. NO AWARDS ARE PROVIDED UNLESS THRESHOLD FINANCIAL PERFORMANCE IS ACHIEVED. PARTICIPANTS WHO HAVE LEFT EMPLOYMENT PRIOR TO THE END OF THE YEAR AS THE RESULT OF VOLUNTARY TERMINATION OR TERMINATION FOR POOR PERFORMANCE ARE NOT ELIGIBLE FOR AN AWARD.
PART I, LINE 8
CERTAIN AMOUNTS REPORTED ON FORM 990, PART VII WERE PAID OR ACCRUED PURSUANT TO A CONTRACT THAT WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATION SECTION 53.4958-4(A)(3). FROM TIME TO TIME, ST. FRANCIS REGIONAL MEDICAL CENTER ENTERS INTO CONTRACTUAL ARRANGEMENTS THAT MAY QUALIFY FOR THE INITIAL CONTRACT EXCEPTION BASED ON THE TERMS AND UNDERSTANDINGS OF THE CONTRACTUAL AGREEMENTS.
SCHEDULE J, LINE 4(A) & (B)
ADDITIONAL COMPENSATION DISCLOSURE: DEFERRED COMPENSATION PLANS TERMS AND CONDITIONS: ALLINA DEFINED CONTRIBUTION SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN THIS PLAN WAS AMENDED AND FROZEN EFFECTIVE DECEMBER 31, 2008, SUCH THAT NO FUTURE BENEFITS ACCRUE FOR SERVICE AFTER THAT DATE. THIS PLAN WAS REPLACED WITH THE EXECUTIVE RETIREMENT BENEFIT RESTORATION PLAN (ERBRP) EFFECTIVE JANUARY 1, 2009, AND IS NOW FROZEN AS OF DECEMBER 31, 2018. ELIGIBLE ALLINA EXECUTIVES PARTICIPATED IN A DEFINED CONTRIBUTION SERP. ALLINA EXECUTIVE RETIREMENT BENEFIT RESTORATION PLAN (ERBRP) ELIGIBLE ALLINA EXECUTIVES PARTICIPATE IN A DEFERRED COMPENSATION RETIREMENT PLAN. EXECUTIVES ARE CREDITED AN AMOUNT EQUAL TO THE EXCESS AMOUNT THAT WOULD HAVE BEEN CREDITED TO THE ALLINA RETIREMENT SAVINGS PLAN WERE IT NOT FOR THE QUALIFIED PLAN COMPENSATION LIMITS. THIS PLAN WAS EFFECTIVE JANUARY 1, 2009 AND IS NOW FROZEN AS OF DECEMBER 31, 2018. EXECUTIVE SEVERANCE PLAN ALLINA PROVIDES SALARY CONTINUATION FOR EXECUTIVES WHOSE EMPLOYMENT HAS BEEN INVOLUNTARILY TERMINATED FOR REASONS OTHER THAN CAUSE OR POOR PERFORMANCE. THE LENGTH OF THE SEVERANCE PAY PERIOD IS DEFINED BY THE PLAN AND DEPENDS ON THE LEVEL OF THE EXECUTIVE POSITION. UNDER THE PLAN THE SEVERED EXECUTIVE ALSO COULD CONTINUE CERTAIN BENEFITS FOR A LIMITED PERIOD OF TIME. IN 2009 THE PLAN WAS AMENDED TO FURTHER RESTRICT SEVERANCE BENEFITS IN THE CASE THAT THE EXECUTIVE OBTAINS OTHER EMPLOYMENT DURING THE SEVERANCE PERIOD. SUPPLEMENTAL PHYSICIAN AND EXECUTIVE SAVINGS PLAN THIS PLAN'S PURPOSE IS TO PROVIDE A SELECT GROUP OF PHYSICIANS AND EXECUTIVES WITH ADDITIONAL DEFERRED COMPENSATION. AMOUNTS DEFERRED UNDER THE PLAN ARE INTENDED TO BE EXEMPT FROM CODE SECTION 409A AND 457(F). THIS PLAN WAS EFFECTIVE JANUARY 1, 2019. A NON-COMPETE CLAUSE DOES NOT APPLY TO THIS PLAN. ALLINA HEALTH PHYSICIAN DEFERRED AWARD PLAN ALLINA HEALTH ESTABLISHED THIS EMPLOYEE BENEFIT PLAN TO PROVIDE DESIGNATED PHYSICIANS WITH ADDITIONAL DEFERRED COMPENSATION TO PROVIDE LONG TERM INCENTIVES TO REMAIN WITH THE COMPANY AND CONTRIBUTE TO ITS' SUCCESSFUL PERFORMANCE. SELECT PHYSICIANS ARE ELIGIBLE TO PARTICIPATE AFTER ONE FULL CALENDAR YEAR OF EMPLOYMENT AND BE WORKING A .5 FTE OR GREATER AS OF THE DECEMBER 31ST OF THE PLAN YEAR FOR WHICH THE CONTRIBUTION IS PROVIDED. THE PLAN ANNUAL FUNDING AWARD POOL IS DISCRETIONARY AND WILL BE DETERMINED AT THE END OF THE PLAN YEAR AND MUST BE APPROVED BY THE ALLINA HEALTH BOARD COMPENSATION COMMITTEE. ONCE THE AWARD POOL IS DETERMINED, THE AMOUNTS WILL BE ALLOCATED EQUALLY WITH ADJUSTMENTS MADE BASED ON THE PARTICIPANT'S FTE STATUS.

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.

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.

  • VALLEY REHABILITATION SERVICES LLC

    MEDICAL SERVICES · MN · income $234,554 · assets $27,354

    Directly controlled by ST FRANCIS REGIONAL MEDICAL CENTER

  • ST FRANCIS AMBULATORY SERVICES LLC

    SURGICAL SERVICES · MN · income -$752,624 · assets $26,528,098

    Directly controlled by ST FRANCIS REGIONAL MEDICAL CENTER

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202513159349305251

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