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Nonprofiteer
← THE ST ANTHONY HOSPITAL FOUNDATION INC OKLAHOMA CITY OKLAHOMA

Form 990 for tax year 2023

Filed by THE ST ANTHONY HOSPITAL FOUNDATION INC OKLAHOMA CITY OKLAHOMA.

Totals

Total revenue
$4,749,098
Total expenses
$6,170,986
Contributions and grants received
$2,825,582
Grants paid
$5,160,208
Program services expenses (Part IX)
$5,162,680
Management and general expenses
$445,887
Fundraising expenses
$562,419
Program service expenses (Part III)
$5,162,680

Program services were 83.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CHUCK WALWORTH

    DIRECTOR - CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • LINDA WHITTINGTON

    DIRECTOR - VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • CHAD HOLEMAN

    DIRECTOR - SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • BROOKS RICHARDSON

    DIRECTOR - PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • SALIMA AHMAD MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CINDY BATT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JERRY BENDORF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MATT CHESNUT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAUL W DUDMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BROOKE HANEBORG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUZETTE HATFIELD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHEILA HEIM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WADE HUCKABAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIMMY IRWIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIC JOINER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CINDY MIKEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JULIE D NAIFEH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • COREY PHILLIPS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUZANNE POINTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GARY W RAHE MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AVIS SCARAMUCCI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH TAYLOR SEMTNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RANDY STALCUP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GEOFF STALLINGS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRENT STOCKWELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PHILLIP STRATEMEIER MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TERRY W TAYLOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MIKE TURPEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID WALTERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHASTA MANUEL

    SYSTEM VP FINANCE - OKLAHOMA

    Total calculated
    $711,306
    From this org
    $0
    From related orgs
    $495,900
    Other
    $215,406
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,197 related
    Bonus
    $0 + $95,897 related
    Other
    $0 + $36,806 related
    Deferred
    $0 + $173,791 related
    Nontaxable benefits
    $0 + $41,615 related
    Filer's total
    $0 + $711,306 related

  • SHERYL RICE RHODES

    VP - PHILANTHROPY AND FOUNDATION

    Total calculated
    $368,909
    From this org
    $0
    From related orgs
    $290,130
    Other
    $78,779
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $240,716 related
    Bonus
    $0 + $34,107 related
    Other
    $0 + $15,307 related
    Deferred
    $0 + $66,458 related
    Nontaxable benefits
    $0 + $12,321 related
    Filer's total
    $0 + $368,909 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)

SCHEDULE J, PART I, LINE 3-ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT
THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, VICE PRESIDENT-PHILANTHROPY AND FOUNDATION, IS COMPENSATED BY A RELATED ORGANIZATION THAT UTILIZED THE FOLLOWING TO DETERMINE COMPENSATION, (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY; (3) APPROVAL BY THE SSM HEAL TH BOARD OF DIRECTORS.
SCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
PENSION RESTORATION PLAN: SSM HEAL TH (SSMH) PROVIDES THIS SUPPLEMENTAL DEFINED BENEFIT NONQUALIFIED RETIREMENT PLAN TO ANY EMPLOYEE WHO IS A PARTICIPANT IN THE SSMH QUALIFIED DEFINED BENEFIT PLAN WHO EARNS OVER THE INTERNAL REVENUE SERVICE COMPENSATION LIMIT. THE PLAN "RESTORES" THE BENEFITS TO THESE EMPLOYEES THAT WOULD HAVE BEEN PROVIDED UNDER THE SSMH QUALIFIED PLAN IF THE REGULATIONS DID NOT IMPOSE COMPENSATION LIMITS. AN INDIVIDUAL CAN TAKE A DISTRIBUTION FROM THE PLAN AT (1) AGE 65 OR OLDER IF THE INDIVIDUAL IS STILL EMPLOYED BY SSMH OR (2) AGE 55 OR OLDER IF THE INDIVIDUAL IS NO LONGER EMPLOYED BY SSMH. NO INDIVIDUALS LISTED ON PART VII OF FORM 990 RECEIVED DISTRIBUTIONS FROM THE PLAN IN 2023. CAPITAL ACCUMULATION PLAN: SSMH PROVIDES THIS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO EXECUTIVE LEVEL EMPLOYEES. THE ORGANIZATION CONTRIBUTED A PERCENTAGE OF THE EMPLOYEE'S BASE SALARY INTO THEIR CHOICE OF A SELECT LIST OF INVESTMENTS. THE DEPOSITS AND EARNINGS OF THE PLAN ARE OWNED BY SSMH AND ARE TAX-DEFERRED UNTIL A DISTRIBUTION IS MADE TO THE EMPLOYEE. IN ADDITION, THE PLAN HAS SPECIAL SAFEGUARDS IN PLACE TO PROTECT THE FUNDS FROM CONTINGENCIES, OTHER THAN INSOLVENCY. FOR CONTRIBUTIONS MADE TO THE PLAN IN 2014 OR AFTER, THE DISTRIBUTION WILL OCCUR AFTER THE COMPLETION OF FOUR PLAN YEARS FOR ALL EXECUTIVES THAT ARE STILL ACTIVELY EMPLOYED ON THE DISTRIBUTION DATE. ANY ACTIVE PARTICIPANT 65 YEARS OR OLDER WILL RECEIVE THE CONTRIBUTION IN THE CURRENT YEAR. THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DEFERRALS FROM THIS PLAN IN 2023: SHASTA MANUEL $35,621 SHERYL RICE RHODES $11,053 THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DISTRIBUTIONS FROM THIS PLAN IN 2022. ALL DISTRIBUTIONS RECEIVED FROM THE PLAN IN THE CURRENT YEAR WERE INCLUDED IN THE INDIVIDUAL'S TAXABLE COMPENSATION. SHASTA MANUEL $34,874

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
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202403209349316645

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