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Nonprofiteer
← SAINT JOSEPHS HEALTH SYSTEM INC

Form 990 for tax year 2022

Filed by SAINT JOSEPHS HEALTH SYSTEM INC.

Totals

Total revenue
$3,826,479
Total expenses
$7,400,462
Contributions and grants received
$25,000
Grants paid
$2,995,463
Program services expenses (Part IX)
$6,623,081
Management and general expenses
$777,381
Fundraising expenses
$0
Program service expenses (Part III)
$6,623,081

Program services were 89.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DINA RICHARD

    DIRECTOR; TRINITY SVP TREASURY

    Total calculated
    $874,476
    From this org
    $0
    From related orgs
    $827,835
    Other
    $46,641
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $474,745 related
    Bonus
    $0 + $214,464 related
    Other
    $0 + $138,626 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $32,916 related
    Filer's total
    $0 + $874,476 related

  • EARL THOMAS ANDREWS

    FORMER OFFICER; CONSULTANT

    Total calculated
    $328,413
    From this org
    $0
    From related orgs
    $301,209
    Other
    $27,204
    Hours/week
    12 + 8 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,983 related
    Bonus
    $0 + $65,313 related
    Other
    $0 + $51,913 related
    Deferred
    $0 + $16,406 related
    Nontaxable benefits
    $0 + $10,798 related
    Filer's total
    $0 + $328,413 related

  • ERICA STOKES

    TREAS;CFO;SJMCS INTERIM PRESIDENT

    Total calculated
    $306,532
    From this org
    $0
    From related orgs
    $256,789
    Other
    $49,743
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,421 related
    Bonus
    $0 + $40,510 related
    Other
    $0 + $858 related
    Deferred
    $0 + $19,951 related
    Nontaxable benefits
    $0 + $29,792 related
    Filer's total
    $0 + $306,532 related

  • KATHRYN LAWLER

    DIRECTOR; PRESIDENT & CEO

    Total calculated
    $231,559
    From this org
    $0
    From related orgs
    $180,361
    Other
    $51,198
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,981 related
    Bonus
    $0
    Other
    $0 + $4,380 related
    Deferred
    $0 + $31,546 related
    Nontaxable benefits
    $0 + $19,652 related
    Filer's total
    $0 + $231,559 related

  • JANICE WALLACE

    ASST. SECRETARY; EXECUTIVE ASST.

    Total calculated
    $69,470
    From this org
    $0
    From related orgs
    $64,246
    Other
    $5,224
    Hours/week
    36 + 4 related

  • JANE GERETY RSM

    DIR; SEC; SJMCS CHIEF MISSION OFFCR

    Total calculated
    $24,424
    From this org
    $0
    From related orgs
    $12,950
    Other
    $11,474
    Hours/week
    10 + 40 related

  • MICHAEL ANDERSON

    DIR; CHAIR AT 1/23; V CHR THR 12/22

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • NANCY PARIS

    DIRECTOR & CHAIR THROUGH 12/22

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • MARY ELLEN GARRETT

    DIRECTOR; VICE CHAIR AS OF 1/23

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • GAYLEN KEMP BAXTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • KEVIN BRENAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • SELETHA BUTLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • PHILIP COLETTI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • DAVID CRAWFORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • THOMAS DAVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • ANGELA EBBERWEIN RSM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 6 related

  • DAVID FITZGERALD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • PETER HENNESSY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • ED LEE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • KIM MARCHNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • EUGENIA PASCUAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • FRANCENA TURNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • VICKI LUNDY WILBON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • ROBERT WINBORNE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • EVONNE YANCEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 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

  • 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
SAINT JOSEPH'S HEALTH SYSTEM IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. SAINT JOSEPH'S HEALTH SYSTEM'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 SAINT JOSEPH'S HEALTH SYSTEM'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, LINE 4B
THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022. 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 2022, AND THEIR NON-VESTED BENEFITS FOR 2022 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2022 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: EARL THOMAS ANDREWS - $44,337 DINA RICHARD - $119,929 THE FOLLOWING ACCRUAL FOR 2022 IS INCLUDED IN COLUMN C OF SCHEDULE J, PART II: KATHRYN LAWLER -$23,375

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
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202411369349301916

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