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Nonprofiteer
← SAINT ALPHONSUS HEALTH SYSTEM INC

Form 990 for tax year 2024

Filed by SAINT ALPHONSUS HEALTH SYSTEM INC.

Totals

Total revenue
$95,589,600
Total expenses
$97,505,639
Contributions and grants received
$0
Grants paid
$27,647
Program services expenses (Part IX)
$84,271,568
Management and general expenses
$13,234,071
Fundraising expenses
$0
Program service expenses (Part III)
$84,271,568

Program services were 86.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHAEL BALLANTYNE

    DIRECTOR; CHAIR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • DAVID MCFADYEN

    DIR; PRES SAHS & CEO WEST REGION

    Total calculated
    $981,376
    From this org
    $0
    From related orgs
    $800,711
    Other
    $180,665
    Hours/week
    30 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $566,269 related
    Bonus
    $0 + $154,307 related
    Other
    $0 + $80,135 related
    Deferred
    $0 + $141,071 related
    Nontaxable benefits
    $0 + $39,594 related
    Filer's total
    $0 + $981,376 related
  • ADAM RICHINS

    DIR; V CHR THR 12/24; CHR AS OF 1/25

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • ANGELA TAYLOR

    DIRECTOR; VICE CHAIR AS OF 1/25

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • BEA BLACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • SUZANNE BRENNAN CSC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • MICHAEL COUGHLIN MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • GERALDINE HOYLER CSC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • BETH INECK

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • KIRK JACOBSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • ROBERT LADENBURGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • MARK LEPAGE MD

    DIRECTOR; TRINITY SVP MED GROUPS

    Total calculated
    $1,328,570
    From this org
    $0
    From related orgs
    $1,275,023
    Other
    $53,547
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $684,215 related
    Bonus
    $0 + $399,905 related
    Other
    $0 + $190,903 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $33,122 related
    Filer's total
    $0 + $1,328,570 related
  • TONI NIELSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • JUDGE ROBERT OLIVER

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • LUIS SANTANA

    DIRECTOR AS OF 1/25

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • IRMA VALDIVIA

    DIRECTOR AS OF 1/25

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • RON WATHEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • STEPHANIE WILLIAMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • MARIE GUADALUPE WISSEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • STEPHANIE WESTERMEIER

    SECRETARY; VP & MANAGING COUNSEL

    Total calculated
    $608,231
    From this org
    $0
    From related orgs
    $556,745
    Other
    $51,486
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $365,865 related
    Bonus
    $0 + $120,752 related
    Other
    $0 + $70,128 related
    Deferred
    $0 + $20,082 related
    Nontaxable benefits
    $0 + $31,404 related
    Filer's total
    $0 + $608,231 related
  • B LANNIE CHECKETTS

    TREASURER; VP, FINANCE AND CFO

    Total calculated
    $682,651
    From this org
    $0
    From related orgs
    $628,877
    Other
    $53,774
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $447,108 related
    Bonus
    $0 + $118,519 related
    Other
    $0 + $63,250 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $33,349 related
    Filer's total
    $0 + $682,651 related
  • MARK NASSIR MD

    PRESIDENT ST. ALPHONSUS MED GROUPS

    Total calculated
    $688,839
    From this org
    $0
    From related orgs
    $595,637
    Other
    $93,202
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $402,788 related
    Bonus
    $0 + $125,030 related
    Other
    $0 + $67,819 related
    Deferred
    $0 + $87,522 related
    Nontaxable benefits
    $0 + $5,680 related
    Filer's total
    $0 + $688,839 related
  • PATRICE BURGESS MD

    CHIEF MEDICAL OFFICER THR 1/25

    Total calculated
    $464,915
    From this org
    $426,918
    From related orgs
    $0
    Other
    $37,997
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $358,485
    Bonus
    $66,015
    Other
    $2,418
    Deferred
    $20,425
    Nontaxable benefits
    $17,572
    Filer's total
    $464,915
  • STACY PEWE

    SVP HR, WEST SERVICE AREA

    Total calculated
    $902,122
    From this org
    $0
    From related orgs
    $756,536
    Other
    $145,586
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $517,416 related
    Bonus
    $0 + $169,313 related
    Other
    $0 + $69,807 related
    Deferred
    $0 + $110,339 related
    Nontaxable benefits
    $0 + $35,247 related
    Filer's total
    $0 + $902,122 related
  • PAM THOMAS

    VP MISSION STRATEGY PARTNER

    Total calculated
    $601,299
    From this org
    $0
    From related orgs
    $491,793
    Other
    $109,506
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $327,080 related
    Bonus
    $0 + $108,422 related
    Other
    $0 + $56,291 related
    Deferred
    $0 + $78,103 related
    Nontaxable benefits
    $0 + $31,403 related
    Filer's total
    $0 + $601,299 related
  • TIFFANY WHITMORE SEIBERT

    CHIEF STRATEGY OFFICER

    Total calculated
    $485,237
    From this org
    $0
    From related orgs
    $388,628
    Other
    $96,609
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $263,160 related
    Bonus
    $0 + $85,369 related
    Other
    $0 + $40,099 related
    Deferred
    $0 + $62,830 related
    Nontaxable benefits
    $0 + $33,779 related
    Filer's total
    $0 + $485,237 related
  • JEFF WOOD

    VP LABORATORY SERVICES

    Total calculated
    $374,734
    From this org
    $0
    From related orgs
    $322,769
    Other
    $51,965
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $239,711 related
    Bonus
    $0 + $80,109 related
    Other
    $0 + $2,949 related
    Deferred
    $0 + $20,203 related
    Nontaxable benefits
    $0 + $31,762 related
    Filer's total
    $0 + $374,734 related
  • JACQUELINE FEARNSIDE

    ASSOCIATE COUNSEL

    Total calculated
    $357,660
    From this org
    $0
    From related orgs
    $304,414
    Other
    $53,246
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $267,864 related
    Bonus
    $0 + $35,911 related
    Other
    $0 + $639 related
    Deferred
    $0 + $19,998 related
    Nontaxable benefits
    $0 + $33,248 related
    Filer's total
    $0 + $357,660 related
  • ODETTE BOLANO

    PRES SAHS & CEO W REGION THR 6/24

    Total calculated
    $1,409,324
    From this org
    $0
    From related orgs
    $1,378,237
    Other
    $31,087
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $490,378 related
    Bonus
    $0 + $612,176 related
    Other
    $0 + $275,683 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $10,662 related
    Filer's total
    $0 + $1,409,324 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

  • 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)

PART I, LINE 3
SAINT ALPHONSUS HEALTH SYSTEM IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. SAINT ALPHONSUS HEALTH SYSTEM'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF SAINT ALPHONSUS HEALTH SYSTEM'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2024. THIS AMOUNT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: ODETTE BOLANO - $81,444 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2024. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2024, AND THEIR NON-VESTED BENEFITS FOR 2024 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2024 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: ODETTE BOLANO - $174,019 B. LANNIE CHECKETTS - $40,750 MARK LEPAGE, MD - $172,721 DAVID MCFADYEN - $67,488 MARK NASSIR, MD - $58,686 STACY PEWE - $59,651 TIFFANY WHITMORE SEIBERT - $33,287 PAM THOMAS - $47,508 STEPHANIE WESTERMEIER - $57,065 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2024 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: DAVID MCFADYEN - $124,396 MARK NASSIR, MD - $67,097 STACY PEWE - $89,914 TIFFANY WHITMORE SEIBERT - $46,155 PAM THOMAS - $57,678 THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($345,000 FOR 2024). THE FOLLOWING PAYOUT FOR 2024 FOR THIS PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: B. LANNIE CHECKETTS - $6,166

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
2024
Filed
22 May 2026
IRS schema version
2024v5.5
Source object
202641429349301409

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

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