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.
-
501(C)(3) · HEALTH SVCS. · PA
Directly controlled by NA
-
ST LUKE'S HOSPITAL OF BETHLEHEM PA
501(C)(3) · HEALTH SVCS. · PA
Directly controlled by SLHN
-
ST LUKE'S HOSPITAL MONROE CAMPUS
501(C)(3) · HEALTH SVCS. · PA
Directly controlled by SLHN
-
501(C)(3) · HEALTH SVCS. · PA
Directly controlled by SLHN
-
CARBON-SCHUYLKILL COMMUNITY HOSPITAL
501(C)(3) · HEALTH SVCS. · PA
Directly controlled by SLHN
-
501(C)(3) · HEALTH SVCS. · PA
Directly controlled by SLHN
-
ST LUKE'S EMERGENCY & TRANSPORT SVCS
501(C)(3) · HEALTH SVCS. · PA
Directly controlled by SLHN
-
QUAKERTOWN REHABILITATION CENTER
501(C)(3) · INACTIVE · PA
Directly controlled by SLHN
-
HOMESTAR MEDICAL EQUIP & INFUSION SVCS
501(C)(3) · INACTIVE · PA
Directly controlled by VNA
-
VNA OF ST LUKE'S - HOME HEALTH HOSPICE
501(C)(3) · HEALTH SVCS. · PA
Directly controlled by SLB
-
501(C)(3) · HEALTH SVCS. · NJ
Directly controlled by SLHN
-
501(C)(3) · HEALTH SVCS. · PA
Directly controlled by SLHN
-
SACRED HEART HEALTHCARE SYSTEM
501(C)(3) · INACTIVE · PA
Directly controlled by SLHN
-
ST LUKE'S AMBULATORY SERVICES INC
501(C)(3) · HEALTH SVCS. · PA
Directly controlled by SLHN
-
ST LUKE'S HOSPITAL - ANDERSON CAMPUS
501(C)(3) · HEALTH SVCS. · PA
Directly controlled by SLHN
-
ST LUKE'S HOSPITAL - EASTON CAMPUS
501(C)(3) · HEALTH SVCS. · PA
Directly controlled by SLHN
-
501(C)(3) · HEALTH SVCS. · PA
Directly controlled by SLHN
-
501(C)(3) · HOUSING · PA
Directly controlled by SLHN
-
501(C)(3) · HOUSING · PA
Directly controlled by SLHN
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421289349303057
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