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Nonprofiteer
← ST LUKES HOSPITAL-CARBON CAMPUS

Form 990 for tax year 2022

Filed by ST LUKES HOSPITAL-CARBON CAMPUS.

Totals

Total revenue
$87,251,232
Total expenses
$85,432,328
Contributions and grants received
$233,504
Grants paid
$26,243
Program services expenses (Part IX)
$79,580,397
Management and general expenses
$5,851,931
Fundraising expenses
$0
Program service expenses (Part III)
$79,580,397

Program services were 93.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Robert Grob DO

    Secretary/Treasurer-Trustee

    Total calculated
    $808,487
    From this org
    $0
    From related orgs
    $755,627
    Other
    $52,860
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $706,877 related
    Bonus
    $0 + $48,060 related
    Other
    $0 + $690 related
    Deferred
    $0 + $7,625 related
    Nontaxable benefits
    $0 + $45,235 related
    Filer's total
    $0 + $808,487 related
  • Francine M Botek

    Trustee

    Total calculated
    $622,712
    From this org
    $0
    From related orgs
    $533,024
    Other
    $89,688
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $352,765 related
    Bonus
    $0 + $94,261 related
    Other
    $0 + $85,998 related
    Deferred
    $0 + $64,808 related
    Nontaxable benefits
    $0 + $24,880 related
    Filer's total
    $0 + $622,712 related
  • William M Markson MD

    Trustee- VP Medical Affairs

    Total calculated
    $562,003
    From this org
    $0
    From related orgs
    $531,507
    Other
    $30,496
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $529,527 related
    Bonus
    $0
    Other
    $0 + $1,980 related
    Deferred
    $0 + $7,625 related
    Nontaxable benefits
    $0 + $22,871 related
    Filer's total
    $0 + $562,003 related
  • Nicholas M Varvarelis DO

    Trustee

    Total calculated
    $541,789
    From this org
    $0
    From related orgs
    $502,669
    Other
    $39,120
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $485,592 related
    Bonus
    $0 + $7,124 related
    Other
    $0 + $9,953 related
    Deferred
    $0 + $7,625 related
    Nontaxable benefits
    $0 + $31,495 related
    Filer's total
    $0 + $541,789 related
  • Honorable Steven Serfass

    Chairman - Trustee

    Total calculated
    $0
    Hours/week
    1
  • Barbara Green

    Vice Chair - Trustee

    Total calculated
    $0
    Hours/week
    1
  • Aldo Carmona MD

    Trustee

    Total calculated
    $0
    Hours/week
    55
  • William H Fegley Jr

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Sky Fogal

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Sara J Keiser

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • William Kissner

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • John L Nespoli

    Trustee-PRES SL CARBON CAMPUS

    Total calculated
    $0
    Hours/week
    55
  • Patrick Reilly

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Shelba Scheffner

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • James Schober III

    Director

    Total calculated
    $0
    Hours/week
    1
  • Scott R Wolfe

    SVP Finance & CFO

    Total calculated
    $0
    Hours/week
    55

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

CORE FORM, PART VII AND SCHEDULE J
TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2022 FORMS W-2.
SCHEDULE J, PART I; QUESTION 3
COMPENSATION REVIEW ------------------- EXECUTIVE COMPENSATION FOR THE HEALTH NETWORK CONSISTS OF FIXED SALARY, AT-RISK COMPENSATION AND OTHER DEFERRED COMPENSATION ARRANGEMENTS. TOTAL COMPENSATION FOR NETWORK EXECUTIVES IS APPROVED ANNUALLY BY THE NETWORK'S BOARD OF TRUSTEES. THE RECOMMENDED COMPENSATION IS ESTABLISHED THROUGH A MULTI-FACETED APPROACH INCLUDING USE OF AN INDEPENDENT CONSULTANT ENGAGED ON AN ONGOING BASIS BY THE BOARD OF TRUSTEES AND WHO WORKS DIRECTLY WITH THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. ALSO INCLUDED IS THE REVIEW OF FORMS 990 AND COMPENSATION SURVEYS OF OTHER COMPARABLE HEALTHCARE ORGANIZATIONS. BONUS/INCENTIVE --------------- THE AT-RISK COMPENSATION IS APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD AND IS BASED ON SEVERAL QUALITATIVE AND QUANTITATIVE COMPONENTS, INCLUDING JOINT COMMISSION, PENNSYLVANIA DEPARTMENT OF HEALTH AND PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION ACCREDITATIONS, EVIDENCE-BASED HOSPITAL PROCESS OF CARE MEASURES, OUTCOME MEASURES, SUCH AS PATIENT SATISFACTION, MORTALITY RATE, AND LENGTH OF STAY; EFFICIENCY MEASURES AS DEMONSTRATED BY COST-PER-ADJUSTED DISCHARGE AND NET INCOME. OTHER REPORTABLE COMPENSATION ----------------------------- OTHER BENEFITS INCLUDE DEFERRED COMPENSATION BENEFITS THAT HAD ACCUMULATED OVER YEARS OF SERVICE AND WAS REPORTED AND DISTRIBUTED IN ACCORDANCE WITH VESTING REQUIREMENTS AND INTERNAL REVENUE SERVICE RULES AND REGULATIONS. DEFERRED COMPENSATION --------------------- DEFERRED COMPENSATION REPRESENTS RETIREMENT BENEFITS EARNED DURING THE REPORTING PERIOD, NOT RECOGNIZED AS COMPENSATION ON THE EMPLOYEE'S 2022 FORM W-2. NONTAXABLE BENEFITS ------------------- NONTAXABLE BENEFITS REPRESENTS HEALTH AND WELFARE BENEFITS RECEIVED DURING THE REPORTING PERIOD, NOT RECOGNIZED AS COMPENSATION ON THE EMPLOYEE'S 2022 FORM W-2. COMPENSATION REPORTED ON PRIOR 990 ---------------------------------- TOTAL COMPENSATION REPORTED ON PRIOR FORMS 990 REPRESENTS RECOGNITION OF DEFERRED COMPENSATION BENEFITS THAT HAD ACCUMULATED OVER YEARS OF SERVICE AND WAS REPORTED AND DISTRIBUTED IN ACCORDANCE WITH VESTING REQUIREMENTS AND INTERNAL REVENUE SERVICE RULES AND REGULATIONS. THESE AMOUNTS WERE PREVIOUSLY REPORTED IN SCHEDULE J, COLUMN C - RETIREMENT AND OTHER DEFERRED COMPENSATION.
SCHEDULE J, PART I; QUESTION 4B
THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUAL INCLUDES AMOUNTS RELATED TO VESTED CAPITAL ACCUMULATION FOR POST-RETIREMENT DEATH BENEFITS. THE AMOUNT OUTLINED HEREIN WAS INCLUDED IN HER 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: FRANCINE M. BOTEK, $63,518. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN HER 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: FRANCINE M. BOTEK, $43,458.
SCHEDULE J, PART I; QUESTIONS 6A AND 6B
THE EXECUTIVE COMPENSATION PACKAGE FOR THE HEALTH NETWORK CONSISTS OF BOTH A FIXED SALARY AND ADDITIONAL AT-RISK COMPENSATION THAT IS BASED ON SEVERAL QUALITATIVE AND QUANTITATIVE COMPONENTS. THE COMPONENTS OF THE AT-RISK COMPENSATION PLAN INCLUDES JCAHO, DEPARTMENT OF HEALTH AND TRAUMA CENTER ACCREDITATIONS, EVIDENCE BASED HOSPITAL PROCESS OF CARE MEASURES, OUTCOME MEASURES SUCH AS PATIENT SATISFACTION, MORTALITY RATE, LENGTH OF STAY, EFFICIENCY MEASURES AS DEMONSTRATED BY COST PER ADJUSTED DISCHARGE AND FINALLY NET INCOME.
SCHEDULE J, PART I; QUESTION 7
CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS COMPENSATION DURING CALENDAR YEAR 2022 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN THE INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.

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
15 May 2024
IRS schema version
2022v5.0
Source object
202421289349303057

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

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