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Nonprofiteer
← HSHS MEDICAL GROUP INC

Form 990 for tax year 2024

Filed by HSHS MEDICAL GROUP INC.

Totals

Total revenue
$128,939,203
Total expenses
$198,588,507
Contributions and grants received
$8,544
Grants paid
$56,539
Program service revenue
$128,426,410
Investment income
$504,249
Other revenue
$0
Total assets, end of year
$108,883,749
Total liabilities, end of year
$46,009,101
Net assets or fund balances, end of year
$62,874,648
Program services expenses (Part IX)
$176,064,783
Management and general expenses
$22,523,724
Fundraising expenses
$0
Program service expenses (Part III)
$176,064,783

Program services were 88.7% 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.

  • 1d · Related organizations

    $8,544

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $83,439,329 · related or exempt $83,439,329

  • 2b · Program service revenue: Hospital Support Services

    total $44,987,081 · related or exempt $44,927,851 · unrelated business $59,230

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $907,281 · excluded $907,281

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

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

    securities $174,981 · other assets $228,051

  • 7c · Gain or loss

    securities -$174,981 · other assets -$228,051

  • 7d · Net gain or loss

    total -$403,032 · excluded -$403,032

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $56,539 · program services $56,539

  • 5 · Compensation of officers, directors and key employees

    total $1,428,215 · program services $1,387,579 · management and general $40,636

  • 6 · Compensation of disqualified persons

    total $74,550 · program services $72,429 · management and general $2,121

  • 7 · Other salaries and wages

    total $93,978,937 · program services $91,305,024 · management and general $2,673,913

  • 8 · Pension plan contributions

    total $4,353,210 · program services $4,353,210

  • 9 · Other employee benefits

    total $12,159,661 · program services $12,839,883 · management and general -$680,222

  • 10 · Payroll taxes

    total $5,346,146 · program services $5,346,146

  • 11b · Fees: legal

    total $75 · program services $75

  • 11g · Fees: other

    total $9,123,966 · program services $8,761,968 · management and general $361,998 · fundraising $0

  • 12 · Advertising and promotion

    total $16,763 · program services $15,418 · management and general $1,345

  • 13 · Office expenses

    total $580,483 · program services $617,180 · management and general -$36,697

  • 14 · Information technology

    total $238,968 · program services $121,376 · management and general $117,592

  • 16 · Occupancy

    total $13,714,062 · program services $13,193,177 · management and general $520,885

  • 17 · Travel

    total $272,827 · program services $231,180 · management and general $41,647

  • 19 · Conferences, conventions and meetings

    total $462,721 · program services $395,597 · management and general $67,124

  • 20 · Interest

    total $37 · program services $37

  • 22 · Depreciation, depletion and amortization

    total $3,995,150 · program services $3,495,552 · management and general $499,598

  • 23 · Insurance

    total $5,651,556 · program services $5,273,606 · management and general $377,950

  • 24a · Other expenses: SHARED SERVICES

    total $33,719,010 · program services $15,475,906 · management and general $18,243,104

  • 24b · Other expenses: Medical SUPPLIES

    total $11,673,438 · program services $11,683,431 · management and general -$9,993

  • 24c · Other expenses: OTHER

    total $1,460,076 · program services $1,318,081 · management and general $141,995

  • 24d · Other expenses: NON-MEDICAL SUPPLEIS

    total $277,227 · program services $117,618 · management and general $159,609

  • 24e · All other expenses

    total $4,890 · program services $3,771 · management and general $1,119 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $150,510 · end of year $187,074

  • 2 · Savings and temporary cash investments

    beginning of year $52,057,575 · end of year $60,517,158

  • 4 · Accounts receivable

    beginning of year $7,902,666 · end of year $7,986,110

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $238,704 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $956,494 · end of year $1,409,954

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

    $47,632,472

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

    $37,236,422

  • 10c · Land, buildings and equipment, net

    beginning of year $13,765,395 · end of year $10,396,050

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0

  • 15 · Other assets

    beginning of year $34,317,376 · end of year $28,387,403

  • 17 · Accounts payable and accrued expenses

    beginning of year $25,759,103 · end of year $25,314,663

  • 19 · Deferred revenue

    beginning of year $614,590 · end of year $105,727

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $22,211,039 · end of year $20,588,711

  • 27 · Net assets without donor restrictions

    beginning of year $60,803,988 · end of year $62,874,648

Mission and programs · 2024

Mission

TO REVEAL AND EMBODY CHRIST'S HEALING LOVE FOR ALL PEOPLE THROUGH A HEALTH CARE MINISTRY BY PROVIDING PRIMARY AND SPECIALTY PHYSICIAN SERVICES TO THE COMMUNITIES HOSPITAL SISTERS HEALTH SYSTEM SERVES.

  • HSHS MEDICAL GROUP IS THE PHYSICIAN ORGANIZATION OF HOSPITAL SISTERS HEALTH SYSTEM ("HSHS"), A HEALTH CARE MINISTRY OF THE CATHOLIC CHURCH. AS A MISSION-BASED ORGANIZATION, IT IS OUR DESIRE TO CONNECT WITH ALL WHO SEEK CARE, HEALING, AND HOPE. PRIMARILY THE MISSION IS FILLED THROUGH PATIENT ACCESS OF PRIMARY CARE PROVIDERS, INCLUDING FAMILY MEDICINE, INTERNAL MEDICINE, AND PEDIATRICS. TO ENSURE ACCESS TO HEALTH CARE FOR ALL, A CHARITY CARE POLICY HAS BEEN IMPLEMENTED FOR ALL PRACTICES OF THE HSHS MEDICAL GROUP. THE CHARITY CARE POLICY HELPS ENSURE THAT ALL WHO COME TO US WILL RECEIVE QUALITY CARE, AND ARE TREATED WITH RESPECT AND COMPASSION. THE HSHS MEDICAL GROUP CHARITY CARE POLICY PROVIDES PATIENTS WITH AN OPPORTUNITY TO QUALIFY FOR FINANCIAL ASSISTANCE WHEN RECEIVING NON-ELECTIVE SERVICES. THE LEVEL OF CHARITY CARE ASSISTANCE FOR WHICH ANY PERSON IS ELIGIBLE IS BASED, IN PART, ON THEIR INCOME COMPARED TO THE CURRENT YEAR FEDERAL POVERTY GUIDELINES. TO QUALIFY FOR CHARITY CARE, A PERSON COMPLETES A TWO-PART INCOME TEST. PART ONE DETERMINES THAT NO OTHER GOVERNMENTAL OR PRIVATE INSURANCE IS AVAILABLE TO THE PERSON. PART TWO FOLLOWS A PROCESS TO DETERMINE THE CHARITY AMOUNT IN RELATIONSHIP TO THE PERSON'S/FAMILY'S INCOME. THE HSHS MEDICAL GROUP CHARITY CARE PROGRAM IS BASED ON THE CURRENT YEAR FEDERAL POVERTY GUIDELINES ("FPG") ISSUED BY THE DEPARTMENT OF HEALTH & HUMAN SERVICES ANNUALLY AND PUBLISHED IN THE FEDERAL REGISTER. AN FPG AND CHARITY ALLOWANCE TABLE IS UPDATED ANNUALLY BY THE HSHS MEDICAL GROUP AND IS USED TO DETERMINE WHETHER THE PERSON QUALIFIES FOR CHARITY CARE AND, IF SO, AT WHAT LEVEL. THE AMOUNT IS DETERMINED BY MULTIPLYING THE ALLOWANCE LEVEL SPECIFIED IN THE TABLE BY TOTAL CHARGES CALCULATED USING THE RATE OF 150% OF THE MEDICARE ALLOWABLE CHARGE FOR EACH ITEM OR SERVICE RENDERED DURING THE VISIT BASED ON THE APPLICABLE MEDICARE LOCALITY.

    Expenses $176,064,783 · Grants $56,539 · Revenue $128,367,180

As filed on the 2024 return.

Listed in Part VII

  • Kevin Lewis MD

    PRESIDENT / HSHS Chief Clinical Officer

    Total calculated
    $884,394
    From this org
    $747,020
    From related orgs
    $0
    Other
    $137,374
    Hours/week
    48.5 + 11.5 related

    Schedule J breakdown matched by us

    Base
    $746,222
    Bonus
    $0
    Other
    $798
    Deferred
    $107,251
    Nontaxable benefits
    $30,123
    Filer's total
    $884,394

  • Alejandro Alvarado MD

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Chris Skorcz

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • David Oligschlaeger DO

    Board Member / Physician

    Total calculated
    $543,821
    From this org
    $486,998
    From related orgs
    $0
    Other
    $56,823
    Hours/week
    58 + 2 related

    Schedule J breakdown matched by us

    Base
    $417,651
    Bonus
    $68,747
    Other
    $600
    Deferred
    $24,150
    Nontaxable benefits
    $32,673
    Filer's total
    $543,821

  • Frank Aguirre MD

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jerry Gaffner

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Kristen Allen

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Larry Hardy

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 4.5 related

  • Lori Kerans

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Pavan Gupta MD

    Board Member / Physician

    Total calculated
    $936,458
    From this org
    $0
    From related orgs
    $906,303
    Other
    $30,155
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $814,342 related
    Bonus
    $0 + $91,121 related
    Other
    $0 + $840 related
    Deferred
    $0 + $24,150 related
    Nontaxable benefits
    $0 + $6,005 related
    Filer's total
    $0 + $936,458 related

  • Rachel Broughton

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Michael Scialdone

    Treasurer / HSHS SVP & CFO

    Total calculated
    $912,947
    From this org
    $0
    From related orgs
    $780,312
    Other
    $132,635
    Hours/week
    0.3 + 59.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $727,132 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $48,180 related
    Deferred
    $0 + $112,411 related
    Nontaxable benefits
    $0 + $20,224 related
    Filer's total
    $0 + $912,947 related

  • Paige Toth

    Secretary

    Total calculated
    $368,704
    From this org
    $0
    From related orgs
    $293,537
    Other
    $75,167
    Hours/week
    0.3 + 59.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,612 related
    Bonus
    $0 + $2,380 related
    Other
    $0 + $545 related
    Deferred
    $0 + $42,494 related
    Nontaxable benefits
    $0 + $32,673 related
    Filer's total
    $0 + $368,704 related

  • Patricia Allen

    CFO - CARE DELIVERY (until 4/30/25)

    Total calculated
    $649,158
    From this org
    $0
    From related orgs
    $559,236
    Other
    $89,922
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $531,646 related
    Bonus
    $0 + $4,240 related
    Other
    $0 + $23,350 related
    Deferred
    $0 + $63,815 related
    Nontaxable benefits
    $0 + $26,107 related
    Filer's total
    $0 + $649,158 related

  • Danxuan Long MD

    Physician

    Total calculated
    $1,124,452
    From this org
    $1,081,255
    From related orgs
    $0
    Other
    $43,197
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,049,155
    Bonus
    $31,500
    Other
    $600
    Deferred
    $20,700
    Nontaxable benefits
    $22,497
    Filer's total
    $1,124,452

  • Leslie Anewenah MD

    Physician

    Total calculated
    $1,344,256
    From this org
    $1,311,699
    From related orgs
    $0
    Other
    $32,557
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,277,016
    Bonus
    $34,083
    Other
    $600
    Deferred
    $0
    Nontaxable benefits
    $32,557
    Filer's total
    $1,344,256

  • Peter Kim MD

    Physician

    Total calculated
    $1,224,537
    From this org
    $1,188,595
    From related orgs
    $0
    Other
    $35,942
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,170,495
    Bonus
    $17,500
    Other
    $600
    Deferred
    $20,700
    Nontaxable benefits
    $15,242
    Filer's total
    $1,224,537

  • Raghav Govindarajan MD

    Physician

    Total calculated
    $1,200,992
    From this org
    $1,161,833
    From related orgs
    $0
    Other
    $39,159
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,107,875
    Bonus
    $53,333
    Other
    $625
    Deferred
    $17,250
    Nontaxable benefits
    $21,909
    Filer's total
    $1,200,992

  • Steven Morton MD

    Physician

    Total calculated
    $1,225,777
    From this org
    $1,175,854
    From related orgs
    $0
    Other
    $49,923
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,149,837
    Bonus
    $25,417
    Other
    $600
    Deferred
    $17,250
    Nontaxable benefits
    $32,673
    Filer's total
    $1,225,777

  • Melinda Clark

    Former CEO MED GROUP

    Total calculated
    $74,550
    From this org
    $74,550
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $74,550
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $74,550

  • TODD Smart

    Former Treasurer

    Total calculated
    $132,566
    From this org
    $0
    From related orgs
    $116,976
    Other
    $15,590
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $106,706 related
    Bonus
    $0 + $9,754 related
    Other
    $0 + $516 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $15,590 related
    Filer's total
    $0 + $132,566 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

  • 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
  • 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 3 Arrangement used to establish the top management official's compensation
PLEASE SEE RESPONSE TO FORM 990, PART VI, LINE 15A IN SCHEDULE O.
Schedule J, Part I, Line 4a Severance or change-of-control payment
ORGANIZATION: HOSPITAL SISTERS HEALTH SYSTEM EIN: 37-1058692 INTERESTED PERSON: MELINDA CLARK AMOUNT: $74,550 TERMS: COMPENSATION PAID AS A RESULT OF A SEVERANCE
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
HSHS EXECUTIVES ELIGIBLE TO PARTICIPATE IN SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) ARE DEFINED IN THE SERP PLAN DOCUMENTS. THE SERP WAS ESTABLISHED TO PROVIDE ADDITIONAL RETIREMENT BENEFITS TO ENSURE REASONABLE MARKET COMPETITIVE BENEFITS IN ACCORDANCE WITH THE HSHS EXECUTIVE COMPENSATION PHILOSOPHY ESTABLISHED BY THE HSHS COMPENSATION COMMITTEE. THE PLAN PROVIDES A DEFINED RETIREMENT CONTRIBUTION TO PARTICIPANTS COMMENCING ON JANUARY 1, 2008, EQUAL TO A PERCENTAGE OF COMPENSATION AS DEFINED IN THE SERP PLAN DOCUENTS FOR THE PLAN YEAR. PARTICIPANTS CONSTRUCTIVELY RECEIVE A DISTRIBUTION FROM THE PLAN NO LATER THAN MARCH 15TH OF THE CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH AN AMOUNT IS VESTED AND TAXABLE PURSUANT TO A VESTING SCHEDULE AS SPECIFIED IN THE PLAN DOCUMENT. THE ACTUAL DISTRIBUTION OF THE VESTED BENEFIT UNDER THE PLAN IS PAID IN A SINGLE LUMP SUM TO THE PARTICIPANT OR THE PARTICIPANT'S BENEFICIARY UPON THE EARLIER OF THE PARTICIPANT'S TERMINATION OF EMPLOYMENT, DEATH, OR TOTAL AND PERMANENT DISABILITY. THE FOLLOWING INTERESTED PERSONS CONSTRUCTIVELY RECEIVED DEFERRALS TO THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2024. THESE DEFERRALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). PATRICIA ALLEN - $43,115 KEVIN LEWIS - $90,001 MICHAEL SCIALDONE - $87,924 PAIGE TOTH - $24,201 THE FOLLOWING INTERESTED PERSONS RECEIVED DISTRIBUTIONS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2024. THESE PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AND SCHEDULE J, PART II, COLUMN (F), AS APPLICABLE. PATRICIA ALLEN - $21,130

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.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SPRINGFIELD URGENT CARE REAL ESTATE LLC

    N/A · RENTAL REAL ESTATE · IL · 83% owned

    Directly controlled by LASANTE INC

  • REHABILITATION HOSPITAL OF WESTERN WISCONSIN LLC

    Related · MEDICAL · DE · 50% owned · share of income $0 · share of assets $0

    Directly controlled by SACRED HEART HOSPITAL

  • HOSPITAL SISTERS SURGERY CENTER O'FALLON llc

    N/A · MEDICAL · IL · 51% owned

    Directly controlled by ST ELIZABETH'S HOSPITAL

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • KIARA LLC

    C Corporation · HEALTHCARE · IL · 100% owned · share of income $12,978,117 · share of assets $19,279,759 · controlled entity

    Directly controlled by HSHS

  • LASANTE WISCONSIN INC

    C Corporation · HEALTHCARE · IL · controlled entity

    Directly controlled by KIARA LLC

  • LASANTE INC

    C Corporation · HEALTHCARE · IL · controlled entity

    Directly controlled by KIARA LLC

  • RENAISSANCE QUALITY INSURANCE LTD

    C Corporation · INSURANCE · CJ · 100% owned · share of income $0 · share of assets $227,389,871 · controlled entity

    Directly controlled by HSSI

Provenance

Return type
form_990
Tax year
2024
Filed
7 May 2026
IRS schema version
2024v5.1
Source object
202611279349303021

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