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Nonprofiteer
← ST LUKES EPISCOPAL-PRESBYTERIAN HOSPITAL

Form 990 for tax year 2022

Filed by ST LUKES EPISCOPAL-PRESBYTERIAN HOSPITAL.

Totals

Total revenue
$644,297,122
Total expenses
$581,965,046
Contributions and grants received
$4,781,058
Grants paid
$94,170
Program service revenue
$628,648,173
Investment income
$10,483,632
Other revenue
$384,259
Total assets, end of year
$832,684,526
Total liabilities, end of year
$230,095,136
Net assets or fund balances, end of year
$602,589,390
Program services expenses (Part IX)
$546,765,802
Management and general expenses
$34,296,077
Fundraising expenses
$903,167
Program service expenses (Part III)
$546,765,802

Program services were 94.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • VINCENT FERRARI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • THE RT REV DEON JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • STEVEN L GOSIK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • STEVEN H MANDEVILLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SHARON HARVEY DAVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SCOTT MONETTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • REV JOY MYERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • NORMAN L EAKER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • NED O LEMKEMEIER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHAEL DIMARCO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KIMBERLY R JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KATHERINE ARBUCKLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOSEPH CRAFT MD

    CARDIOLOGY SPECIALIST

    Total calculated
    $667,543
    From this org
    $0
    From related orgs
    $628,754
    Other
    $38,789
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $628,754 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,437 related
    Nontaxable benefits
    $0 + $27,352 related
    Filer's total
    $0 + $667,543 related

  • JEFFREY THOMPSON MD

    OB/GYN

    Total calculated
    $673,162
    From this org
    $0
    From related orgs
    $638,682
    Other
    $34,480
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $638,682 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,437 related
    Nontaxable benefits
    $0 + $23,043 related
    Filer's total
    $0 + $673,162 related

  • JEFFREY S DAVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JEAN C DAVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JASON EDWARDS MD

    RADIATION ONCOLOGIST

    Total calculated
    $1,480,799
    From this org
    $0
    From related orgs
    $1,467,836
    Other
    $12,963
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,467,836 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $12,963 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,480,799 related

  • JAMES M SNOWDEN JR

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • EDWARD L GLOTZBACH

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DIANE MODRELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID B PRICE JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DANIEL K STEGMANN

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHRISTOPHER J TERRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARTHA FLEISCHMANN

    SENIOR VP & CFO

    Total calculated
    $484,165
    From this org
    $447,129
    From related orgs
    $0
    Other
    $37,036
    Hours/week
    25 + 35 related

    Schedule J breakdown matched by us

    Base
    $414,052
    Bonus
    $10,000
    Other
    $23,077
    Deferred
    $28,212
    Nontaxable benefits
    $8,824
    Filer's total
    $484,165

  • GARY OLSON

    INTERIM PRESIDENT & CEO (THRU 8/22)

    Total calculated
    $373,923
    From this org
    $373,923
    From related orgs
    $0
    Other
    $0
    Hours/week
    42 + 18 related

    Schedule J breakdown matched by us

    Base
    $348,923
    Bonus
    $25,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $373,923

  • ANDREW BAGNALL

    PRESIDENT & CEO STARTING 8/22

    Total calculated
    $398,277
    From this org
    $390,162
    From related orgs
    $0
    Other
    $8,115
    Hours/week
    42 + 18 related

    Schedule J breakdown matched by us

    Base
    $259,287
    Bonus
    $100,000
    Other
    $30,875
    Deferred
    $0
    Nontaxable benefits
    $8,115
    Filer's total
    $398,277

  • SHARON MERTZLUFFT

    VICE PRESIDENT & EXEC DIRECTOR

    Total calculated
    $321,454
    From this org
    $293,249
    From related orgs
    $0
    Other
    $28,205
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $283,249
    Bonus
    $10,000
    Other
    $0
    Deferred
    $12,623
    Nontaxable benefits
    $15,582
    Filer's total
    $321,454

  • SCOTT HOLTSWARTH

    VP/NETWORK CIO

    Total calculated
    $370,694
    From this org
    $328,989
    From related orgs
    $0
    Other
    $41,705
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $301,393
    Bonus
    $10,000
    Other
    $17,596
    Deferred
    $28,213
    Nontaxable benefits
    $13,492
    Filer's total
    $370,694

  • SAMUEL FLANDERS MD

    EXEC VP QUALITY

    Total calculated
    $647,079
    From this org
    $612,399
    From related orgs
    $0
    Other
    $34,680
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $612,399
    Bonus
    $0
    Other
    $0
    Deferred
    $9,912
    Nontaxable benefits
    $24,768
    Filer's total
    $647,079

  • RONALD LEIDENFROST MD

    CHAIRMAN HEART & VASCULAR INST

    Total calculated
    $692,568
    From this org
    $0
    From related orgs
    $656,492
    Other
    $36,076
    Hours/week
    30 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $656,492 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $28,213 related
    Nontaxable benefits
    $0 + $7,863 related
    Filer's total
    $0 + $692,568 related

  • MICHAEL KLEVENS MD

    NETWORK VP IMMEDIATE CARE SERV

    Total calculated
    $585,340
    From this org
    $542,847
    From related orgs
    $0
    Other
    $42,493
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $542,847
    Bonus
    $0
    Other
    $0
    Deferred
    $19,063
    Nontaxable benefits
    $23,430
    Filer's total
    $585,340

  • MAGED HAIKAL MD

    CHIEF OF MEDICINE

    Total calculated
    $956,779
    From this org
    $0
    From related orgs
    $920,256
    Other
    $36,523
    Hours/week
    40 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $920,256 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $28,213 related
    Nontaxable benefits
    $0 + $8,310 related
    Filer's total
    $0 + $956,779 related

  • LAURA OVERTURF

    NETWORK VP REVENUE CYCLE

    Total calculated
    $315,617
    From this org
    $275,931
    From related orgs
    $0
    Other
    $39,686
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $265,931
    Bonus
    $10,000
    Other
    $0
    Deferred
    $31,185
    Nontaxable benefits
    $8,501
    Filer's total
    $315,617

  • JON BETTALE

    VICE PRESIDENT SURGICAL SVCS

    Total calculated
    $310,766
    From this org
    $282,109
    From related orgs
    $0
    Other
    $28,657
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $253,661
    Bonus
    $14,000
    Other
    $14,448
    Deferred
    $20,346
    Nontaxable benefits
    $8,311
    Filer's total
    $310,766

  • GRETCHEN BLAKE

    NETWORK VP QUALITY (THRU 9/22)

    Total calculated
    $185,261
    From this org
    $168,625
    From related orgs
    $0
    Other
    $16,636
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $168,625
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $16,636
    Filer's total
    $185,261

  • DON MILLER

    NETWORK VP FACILITIES

    Total calculated
    $374,166
    From this org
    $339,657
    From related orgs
    $0
    Other
    $34,509
    Hours/week
    41 + 9 related

    Schedule J breakdown matched by us

    Base
    $311,655
    Bonus
    $10,000
    Other
    $18,002
    Deferred
    $19,062
    Nontaxable benefits
    $15,447
    Filer's total
    $374,166

  • DIANE RAY

    SENIOR VP/NETWORK CNO/SLH COO

    Total calculated
    $464,996
    From this org
    $414,342
    From related orgs
    $0
    Other
    $50,654
    Hours/week
    50 + 10 related

    Schedule J breakdown matched by us

    Base
    $404,342
    Bonus
    $10,000
    Other
    $0
    Deferred
    $34,312
    Nontaxable benefits
    $16,342
    Filer's total
    $464,996

  • DARREN HASKELL MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $588,827
    From this org
    $0
    From related orgs
    $543,522
    Other
    $45,305
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $509,013 related
    Bonus
    $0 + $34,509 related
    Other
    $0
    Deferred
    $0 + $22,112 related
    Nontaxable benefits
    $0 + $23,193 related
    Filer's total
    $0 + $588,827 related

  • SHILPA BODHANAMPATI

    HOSPITALIST

    Total calculated
    $463,580
    From this org
    $424,725
    From related orgs
    $0
    Other
    $38,855
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $424,725
    Bonus
    $0
    Other
    $0
    Deferred
    $16,012
    Nontaxable benefits
    $22,843
    Filer's total
    $463,580

  • JULIANNE DONNELLY MD

    PHYSICIAN CVICU

    Total calculated
    $582,203
    From this org
    $570,765
    From related orgs
    $0
    Other
    $11,438
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $570,765
    Bonus
    $0
    Other
    $0
    Deferred
    $11,438
    Nontaxable benefits
    $0
    Filer's total
    $582,203

  • JINGJUAN MIN MD

    HOSPITALIST

    Total calculated
    $485,530
    From this org
    $455,720
    From related orgs
    $0
    Other
    $29,810
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $455,720
    Bonus
    $0
    Other
    $0
    Deferred
    $16,013
    Nontaxable benefits
    $13,797
    Filer's total
    $485,530

  • JAMIE HAAS MD

    SLEEP MEDICINE PHYSICIAN

    Total calculated
    $538,615
    From this org
    $501,397
    From related orgs
    $0
    Other
    $37,218
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $492,936
    Bonus
    $0
    Other
    $8,461
    Deferred
    $12,962
    Nontaxable benefits
    $24,256
    Filer's total
    $538,615

  • ERIC JENKINS MD

    PHYSICIAN CVICU

    Total calculated
    $615,635
    From this org
    $576,137
    From related orgs
    $0
    Other
    $39,498
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $576,137
    Bonus
    $0
    Other
    $0
    Deferred
    $16,012
    Nontaxable benefits
    $23,486
    Filer's total
    $615,635

  • SHANE M CERONE

    FORMER PRESIDENT & CEO

    Total calculated
    $966,340
    From this org
    $966,340
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $239,707
    Bonus
    $125,000
    Other
    $601,633
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $966,340

  • MICHAEL BOLAND MD

    CHIEF OF SURG - THRU 01/11/22

    Total calculated
    $148,045
    From this org
    $0
    From related orgs
    $147,013
    Other
    $1,032
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $147,013 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $1,032 related
    Filer's total
    $0 + $148,045 related

  • JANETTE TAAFFE

    VP NETWORK HR - THRU 04/2022

    Total calculated
    $123,360
    From this org
    $121,502
    From related orgs
    $0
    Other
    $1,858
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $85,933
    Bonus
    $0
    Other
    $35,569
    Deferred
    $0
    Nontaxable benefits
    $1,858
    Filer's total
    $123,360

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

  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 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
  • 5a · Pay contingent on this organization's revenues

Answered no

  • 4c · Equity-based compensation arrangement
  • 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 1A
TAX INDEMNIFICATION AND GROSS-UP PAYMENTS ONE INDIVIDUAL RECEIVED A GROSS-UP PAYMENT IN 2022; THE PAYMENT WAS INCLUDED IN THE INDIVIDUAL'S TAXABLE INCOME. HEALTH OR SOCIAL CLUB DUES OR FEES THE ORGANIZATION PAYS SPECIFIC SOCIAL CLUB DUES OR FEES INCURRED FOR BUSINESS PURPOSES; SUPPORTING DOCUMENTATION IS REQUIRED PRIOR TO PAYMENT. EXPENSES INCURRED FOR PERSONAL USE OF THE SOCIAL CLUB ARE PAID BY THE EXECUTIVE. ONE LISTED INDIVIDUAL RECEIVED THIS BENEFIT DURING THE YEAR.
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING CALENDAR 2022: SHANE M. CERONE: $346,154 CERTAIN EMPLOYEES PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT. THE FOLLOWING INDIVIDUAL RECEIVED A DISTRIBUTION DURING CALENDAR YEAR 2022: SHANE M. CERONE: $138,050
PART I, LINE 5
THE FILING ORGANIZATION IS A MEMBER OF A REGIONAL HEALTHCARE SYSTEM CONTROLLED BY ST. LUKE'S HEALTH CORPORATION. THE EXECUTIVE INCENTIVE COMPENSATION PLAN RECOGNIZES AND REINFORCES THE HOSPITAL'S STRATEGIC BALANCED SCORECARD OBJECTIVES. THE INCENTIVE COMPENSATION PLAN IS DETERMINED BY A FIXED FORMULA BASED ON ACHIEVING CERTAIN GOALS AND OBJECTIVES EACH YEAR. THE OBJECTIVES ARE BUILT AROUND FOUR PERSPECTIVES INCLUDING: 1. QUALITY & PATIENT SATISFACTION 2. FINANCIAL PERFORMANCE 3. EXECUTIVE INDIVIDUAL GOALS 4. EXECUTIVE'S INTERNAL BUSINESS (DIVISION) GOALS THE INCENTIVE PAY IS BASED ON MEASURABLE RESULTS AGAINST PRE-DETERMINED GOALS FOR THE OFFICERS, VICE PRESIDENTS AND DEPARTMENT DIRECTORS OF THE HOSPITAL.

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.

Related partnerships

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

  • SLHMNH LLC

    RELATED · MEDICAL SERV. · MO · 51% owned · share of income $246,737 · share of assets $3,045,533

    Directly controlled by SL E-P HOSP

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
7 May 2024
IRS schema version
2022v5.0
Source object
202431349349301838

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