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Nonprofiteer
← SAINT JOSEPH HEALTH SYSTEM INC

Form 990 for tax year 2024

Filed by SAINT JOSEPH HEALTH SYSTEM INC.

Totals

Total revenue
$1,073,473,886
Total expenses
$982,011,295
Contributions and grants received
$3,475,730
Grants paid
$713,964
Program service revenue
$1,004,798,293
Investment income
$2,065,722
Other revenue
$63,134,141
Total assets, end of year
$722,514,614
Total liabilities, end of year
$346,987,223
Net assets or fund balances, end of year
$375,527,391
Program services expenses (Part IX)
$724,038,169
Management and general expenses
$257,973,126
Fundraising expenses
$0
Program service expenses (Part III)
$724,038,169

Program services were 73.7% 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

    $2,862,605

  • 1e · Government grants (contributions)

    $605,499

  • 1f · All other contributions, gifts and grants

    $7,626

  • 2a · Program service revenue: NET PATIENT SERVICES

    total $1,004,798,293 · related or exempt $1,004,798,293 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $7,135 · excluded $7,135

  • 6a · Gross rents

    real property $3,403,095

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $3,403,095

  • 6d · Net rental income or loss

    total $3,403,095 · excluded $3,403,095

  • 7a · Gross sales of assets other than inventory

    other assets $2,058,587

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

    other assets $0

  • 7c · Gain or loss

    other assets $2,058,587

  • 7d · Net gain or loss

    total $2,058,587 · excluded $2,058,587

  • 10a · Gross sales of inventory

    $221,234

  • 10b · Cost of goods sold

    $146,817

  • 10c · Net income from sales of inventory

    total $74,417 · excluded $74,417

  • 11a · Other revenue: INTERCOMPANY TRANSACTI

    total $20,952,330 · related or exempt $0 · unrelated business $0 · excluded $20,952,330

  • 11b · Other revenue: PHARMACY SERVICES

    total $16,325,459 · related or exempt $0 · unrelated business $138,380 · excluded $16,187,079

  • 11c · Other revenue: HOSPITAL SUPPORT

    total $5,646,005 · related or exempt $0 · unrelated business $0 · excluded $5,646,005

  • 11d · All other revenue

    total $16,732,835 · unrelated business $180,254 · excluded $16,552,581

  • 11e · Other revenue, total

    $59,656,629

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $519,410 · program services $519,410

  • 3 · Grants to foreign organizations and individuals

    total $194,554 · program services $194,554

  • 5 · Compensation of officers, directors and key employees

    total $4,536,910 · management and general $4,536,910

  • 7 · Other salaries and wages

    total $270,481,952 · program services $208,961,486 · management and general $61,520,466

  • 8 · Pension plan contributions

    total $12,284,576 · program services $9,297,794 · management and general $2,986,782

  • 9 · Other employee benefits

    total $29,619,155 · program services $22,349,196 · management and general $7,269,959

  • 10 · Payroll taxes

    total $19,834,871 · program services $14,876,153 · management and general $4,958,718

  • 11b · Fees: legal

    total $1,444,158 · management and general $1,444,158

  • 11d · Fees: lobbying

    total $231,331 · program services $231,331

  • 11g · Fees: other

    total $214,086,743 · program services $126,118,498 · management and general $87,968,245

  • 12 · Advertising and promotion

    total $4,501,328 · management and general $4,501,328

  • 13 · Office expenses

    total $18,902,492 · program services $17,569,040 · management and general $1,333,452

  • 14 · Information technology

    total $32,731,808 · management and general $32,731,808

  • 16 · Occupancy

    total $15,151,221 · program services $12,878,538 · management and general $2,272,683

  • 17 · Travel

    total $1,310,876 · program services $720,982 · management and general $589,894

  • 19 · Conferences, conventions and meetings

    total $451,527 · program services $112,882 · management and general $338,645

  • 20 · Interest

    total $6,321,246 · program services $6,321,246

  • 21 · Payments to affiliates

    total $23,098,966 · management and general $23,098,966

  • 22 · Depreciation, depletion and amortization

    total $40,500,444 · program services $18,225,200 · management and general $22,275,244

  • 23 · Insurance

    total $7,293,420 · program services $7,147,552 · management and general $145,868

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $192,082,408 · program services $192,082,408 · management and general $0 · fundraising $0

  • 24b · Other expenses: STATE PROVIDER TAX

    total $51,644,199 · program services $51,644,199 · management and general $0 · fundraising $0

  • 24c · Other expenses: INTERCOMPANY ALLOCATION

    total $21,069,191 · program services $21,069,191 · management and general $0 · fundraising $0

  • 24d · Other expenses: REPAIRS AND MAINTENANCE

    total $10,349,427 · program services $10,349,427 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $3,369,082 · program services $3,369,082

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,478 · end of year $8,234

  • 2 · Savings and temporary cash investments

    beginning of year $102,868,438 · end of year $71,076,214

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $126,640,100 · end of year $188,732,897

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $23,110,889 · end of year $24,013,774

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,191,678 · end of year $1,047,894

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

    $1,027,926,230

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

    $696,484,529

  • 10c · Land, buildings and equipment, net

    beginning of year $347,117,411 · end of year $331,441,701

  • 11 · Investments: publicly traded securities

    beginning of year $148,514 · end of year $148,514

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    beginning of year $1,639,978 · end of year $1,430,711

  • 15 · Other assets

    beginning of year $101,803,222 · end of year $104,614,675

  • 17 · Accounts payable and accrued expenses

    beginning of year $31,639,918 · end of year $81,692,256

  • 18 · Grants payable

    end of year $0

  • 19 · Deferred revenue

    beginning of year $864,678 · end of year $742,548

  • 20 · Tax-exempt bond liabilities

    end of year $0

  • 21 · Escrow or custodial account liability

    end of year $0

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 23 · Secured mortgages and notes payable

    end of year $0

  • 24 · Unsecured notes and loans payable

    end of year $0

  • 25 · Other liabilities

    beginning of year $328,344,411 · end of year $264,552,419

  • 27 · Net assets without donor restrictions

    beginning of year $343,679,701 · end of year $375,527,391

Mission and programs · 2024

Mission

WE BRING HOPE, IMPROVE HEALTH AND CHANGE LIVES. INSPIRED BY OUR CATHOLIC AND JEWISH FAITH HERITAGE, WE SERVE WITH A SPIRIT OF INNOVATION AND COLLABORATION, TRANSFORM HEALTH CARE DELIVERY, PARTNER TO CREATE HEALTHY COMMUNITIES AND ADVOCATE FOR A JUST HEALTH SYSTEM.

Activities or mission (Part I)

SAINT JOSEPH HEALTH SYSTEM, INC.'S VISION IS TO BE THE PREMIER, INTEGRATED, COMPREHENSIVE HEALTH SYSTEM IN THE COMMUNITY PROVIDING HIGH QUALITY CARE CLOSE TO HOME, REDUCING THE INCIDENCE OF DISEASE AND ELIMINATING THE INEQUITIES IN ACCESS TO HEALTHCARE.

  • SEE SCHEDULE H

    Expenses $724,038,169 · Grants $713,964 · Revenue $1,004,798,293

As filed on the 2024 return.

Listed in Part VII

  • T Douglas Lawson PhD

    DIRECTOR/PRESIDENT SOUTH REGION (THROUGH 02/25)

    Total calculated
    $3,876,407
    From this org
    $0
    From related orgs
    $3,774,957
    Other
    $101,450
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,454,915 related
    Bonus
    $0 + $1,885,572 related
    Other
    $0 + $434,470 related
    Deferred
    $0 + $78,342 related
    Nontaxable benefits
    $0 + $23,108 related
    Filer's total
    $0 + $3,876,407 related
  • Anthony Houston

    FORMER OFFICER

    Total calculated
    $1,767,367
    From this org
    $357,305
    From related orgs
    $1,345,172
    Other
    $64,890
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $354,856 + $358,810 related
    Bonus
    $0 + $695,650 related
    Other
    $2,449 + $290,712 related
    Deferred
    $0 + $24,088 related
    Nontaxable benefits
    $8,564 + $32,238 related
    Filer's total
    $365,869 + $1,401,498 related
  • Matt Grimshaw

    DIRECTOR/MARKET PRESIDENT

    Total calculated
    $954,065
    From this org
    $11,692
    From related orgs
    $861,549
    Other
    $80,824
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $11,538 + $469,089 related
    Bonus
    $0 + $366,103 related
    Other
    $154 + $26,357 related
    Deferred
    $44,235
    Nontaxable benefits
    $3 + $36,586 related
    Filer's total
    $55,930 + $898,135 related
  • Juan Yanes

    PRESIDENT ST JOSEPH BEREA-LONDON-MT STERLING

    Total calculated
    $879,130
    From this org
    $810,163
    From related orgs
    $0
    Other
    $68,967
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $407,164
    Bonus
    $375,257
    Other
    $27,742
    Deferred
    $35,091
    Nontaxable benefits
    $33,876
    Filer's total
    $879,130
  • Sharon Hager

    FORMER OFFICER

    Total calculated
    $867,630
    From this org
    $0
    From related orgs
    $844,754
    Other
    $22,876
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,619 related
    Bonus
    $0 + $171,400 related
    Other
    $0 + $447,735 related
    Deferred
    $0 + $16,190 related
    Nontaxable benefits
    $0 + $6,686 related
    Filer's total
    $0 + $867,630 related
  • Daniel Goulson MD

    MKT SVP CMO

    Total calculated
    $786,982
    From this org
    $731,960
    From related orgs
    $0
    Other
    $55,022
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $514,508
    Bonus
    $207,369
    Other
    $10,083
    Deferred
    $15,976
    Nontaxable benefits
    $39,046
    Filer's total
    $786,982
  • Jennifer Nolan

    PRESIDENT FLAGET MEMORIAL HOSPITAL/INTERIM PRES. S

    Total calculated
    $688,907
    From this org
    $638,045
    From related orgs
    $0
    Other
    $50,862
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $419,802
    Bonus
    $192,385
    Other
    $25,858
    Deferred
    $18,925
    Nontaxable benefits
    $31,937
    Filer's total
    $688,907
  • David Hearne

    SECRETARY/REGION VP GENERAL COUNSEL (THRU 2/17/25)

    Total calculated
    $672,153
    From this org
    $0
    From related orgs
    $632,398
    Other
    $39,755
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $443,138 related
    Bonus
    $0 + $176,298 related
    Other
    $0 + $12,962 related
    Deferred
    $0 + $18,925 related
    Nontaxable benefits
    $0 + $20,830 related
    Filer's total
    $0 + $672,153 related
  • Melissa Bennett

    MKT SVP CNO-COO

    Total calculated
    $639,780
    From this org
    $598,588
    From related orgs
    $0
    Other
    $41,192
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $424,788
    Bonus
    $168,507
    Other
    $5,293
    Deferred
    $20,192
    Nontaxable benefits
    $21,000
    Filer's total
    $639,780
  • Christy Spitser

    TREASURER/INTERIM MKT PRES (THROUGH 12/2024)/MKT.

    Total calculated
    $551,175
    From this org
    $501,812
    From related orgs
    $0
    Other
    $49,363
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $401,123
    Bonus
    $99,523
    Other
    $1,166
    Deferred
    $16,300
    Nontaxable benefits
    $33,063
    Filer's total
    $551,175
  • Shelley Stanko MD

    DIRECTOR/PHYSICIAN

    Total calculated
    $513,696
    From this org
    $466,372
    From related orgs
    $0
    Other
    $47,324
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $378,048
    Bonus
    $86,580
    Other
    $1,744
    Deferred
    $16,300
    Nontaxable benefits
    $31,024
    Filer's total
    $513,696
  • Thomas Coburn

    DIV VP CMIO

    Total calculated
    $479,155
    From this org
    $184,764
    From related orgs
    $241,600
    Other
    $52,791
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $183,168 + $152,386 related
    Bonus
    $0 + $87,623 related
    Other
    $1,596 + $1,591 related
    Deferred
    $0 + $18,925 related
    Nontaxable benefits
    $7,245 + $26,621 related
    Filer's total
    $192,009 + $287,146 related
  • Brett Akers Do

    UROLOGIST

    Total calculated
    $468,963
    From this org
    $433,383
    From related orgs
    $0
    Other
    $35,580
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $398,956
    Bonus
    $0
    Other
    $34,427
    Deferred
    $20,111
    Nontaxable benefits
    $15,469
    Filer's total
    $468,963
  • Muhammad Ali MD

    PEDIATRICIAN

    Total calculated
    $436,949
    From this org
    $388,501
    From related orgs
    $0
    Other
    $48,448
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $384,889
    Bonus
    $0
    Other
    $3,612
    Deferred
    $18,925
    Nontaxable benefits
    $29,523
    Filer's total
    $436,949
  • Khalid Memon MD

    PEDIATRICIAN

    Total calculated
    $433,780
    From this org
    $391,855
    From related orgs
    $0
    Other
    $41,925
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $381,187
    Bonus
    $0
    Other
    $10,668
    Deferred
    $18,925
    Nontaxable benefits
    $23,000
    Filer's total
    $433,780
  • Muhammad Niazi MD

    ONCOLOGIST

    Total calculated
    $413,046
    From this org
    $39,939
    From related orgs
    $355,566
    Other
    $17,541
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $39,105 + $339,864 related
    Bonus
    $0
    Other
    $834 + $15,702 related
    Deferred
    $0 + $3,290 related
    Nontaxable benefits
    $0 + $14,251 related
    Filer's total
    $39,939 + $373,107 related
  • William George

    SECRETARY/CORPORATE COUNSEL (THRU 8/19/24)

    Total calculated
    $164,076
    From this org
    $0
    From related orgs
    $145,745
    Other
    $18,331
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $145,474 related
    Bonus
    $0
    Other
    $0 + $271 related
    Deferred
    $0 + $11,430 related
    Nontaxable benefits
    $0 + $6,901 related
    Filer's total
    $0 + $164,076 related
  • Tricia Shackelford

    SECRETARY/SYS DIRECTOR SR COUNSEL

    Total calculated
    $8,880
    From this org
    $0
    From related orgs
    $8,846
    Other
    $34
    Hours/week
    5 + 50 related
  • Granetta Blevins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • Sr Adeline Fehribach

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • Winston Griffin

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • Monica Kennison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • Daryl Love

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • Melissa Moore Murphy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • Kim Potter-Blair

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • Daniel Rodrique MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    not reported
  • Kevin Smith

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • Mary-Alicha Weldon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • Jane Chiles

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 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

  • 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
DURING THE CALENDAR YEAR 2024, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY COMMONSPIRIT HEALTH, A RELATED ORGANIZATION. COMMONSPIRIT HEALTH USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15 FOR ADDITIONAL INFORMATION.
PART I, LINE 4A:
CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 WEEKS TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. THE FOLLOWING REPORTABLE INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE 2024 CALENDAR YEAR, AND THESE SEVERANCE PAYMENTS WERE INCLUDED IN THE INDIVIDUALS' W-2 INCOME AND REPORTABLE COMPENSATION ON PART VII AND SCHEDULE J, PART II, COLUMN (B)(III): SHARON HAGER, $444,221.
PART I, LINE 4B:
CERTAIN LISTED PERSONS PARTICIPATE IN THE COMMONSPIRIT HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), A NONQUALIFIED RETIREMENT PLAN DESIGNED TO PROVIDE DEFERRED COMPENSATION TO KEY EXECUTIVES WHO HAVE CONTRIBUTED MATERIALLY TO THE SUCCESS OF OUR MINISTRY. THE SERP IS INTENDED TO PROVIDE HIGHLY COMPENSATED INDIVIDUALS WITH ADDITIONAL RETIREMENT INCOME TO HELP OFFSET REGULATORY LIMITS IN PLACE ON QUALIFIED RETIREMENT PLANS AND SOCIAL SECURITY. EACH ANNUAL CONTRIBUTION IS SUBJECT TO A FOUR-YEAR VESTING OR RETENTION PERIOD. UPON COMPLETION OF THE APPLICABLE FOUR-YEAR RETENTION PERIOD FOR EACH ANNUAL CONTRIBUTION, VESTING WILL OCCUR, AND ANY ACCUMULATED BENEFIT UNDER THE PLAN WILL BE RECEIVED. ON THE FIRST DAY OF THE CALENDAR MONTH AFTER THE FOURTH ANNIVERSARY OF THE SERP BENEFIT, THE ANNUAL CONTRIBUTION AND ITS ASSOCIATED INVESTMENT GAINS OR LOSSES BECOME 100% VESTED. IN ADDITION, THE PARTICIPANT'S SERP BENEFIT BECOMES 100% VESTED UPON ANY OF THE FOLLOWING EVENTS: 1) REACHING THE AGE OF 65 (THE PLAN'S NORMAL RETIREMENT AGE), OR 2) DEATH, OR BECOME DISABLED UNDER THE LONG-TERM DISABILITY PLAN OR SOCIAL SECURITY. SHOULD EMPLOYMENT END FOR ANY REASON OTHER THAN TERMINATION WITH SEVERANCE, RETIREMENT AT AGE 65 OR OLDER, DISABILITY, OR DEATH, UNVESTED SERP FUNDS ARE FORFEITED. IF EMPLOYMENT IS TERMINATED WITH SEVERANCE, THE TERMS AND CONDITIONS OUTLINED WITHIN THE SERP, AND NOT THOSE OF ANY SEVERANCE AGREEMENT, WILL CONTROL AND GOVERN PAYMENT ENTITLEMENT UNDER THE SERP. CERTAIN ELIGIBLE LISTED PERSONS RECEIVED AN ADDITIONAL PAYMENT DURING 2024 DUE TO A DELAY IN THE START DATE OF THE SERP. CERTAIN LISTED PERSONS ARE ELIGIBLE TO PARTICIPATE IN THE CATHOLIC HEALTH INITIATIVES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR REGION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DURING 2024 THE FOLLOWING DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: T. DOUGLAS LAWSON, $172,166; JUAN YANES, $19,834. DUE TO THE "SUPER" VESTING RULES UNDER THE CATHOLIC HEALTH INITIATIVES DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2024 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II. DURING 2024, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: MATTHEW GRIMSHAW, $26,001; JENNIFER NOLAN, $23,032; ANTHONY HOUSTON, $65,214; T. DOUGLAS LAWSON, $238,262.
SCHEDULE J, PART II:
SAINT JOSEPH HEALTH SYSTEM, INC. FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST COMMONSPIRIT IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE COMMONSPIRIT TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES COMMONSPIRIT SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE PEOPLE AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND COMMONSPIRIT'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL, AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE, REVENUES AND COMPLEXITY. PAYMENTS PURSUANT TO A LONG-TERM FINANCIAL PERFORMANCE GOAL WERE PAID IN CALENDAR YEAR 2024.
PART II, PAYMENT FROM UNRELATED ORGANIZATION:
DANIEL RODRIQUE RECEIVED COMPENSATION FROM AN UNRELATED ORGANIZATION FOR MEDICAL SERVICES RENDERED TO SAINT JOSEPH HEALTH SYSTEM. THE NAME OF UNRELATED ORGANIZATION: LEXINGTON INFECTIOUS DISEASE CONSULTANTS. THE AMOUNT OF COMPENSATION CAN NOT BE DETERMINED.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • IMAGING CENTER OF MOUNT STERLING LLC

    MEDICAL IMAGING · KY · income $0 · assets $0

    Directly controlled by SJHS

  • ONCOLOGY SERVICES OF CENTRAL KENTUCKY

    ONCOLOGY · KY · income $0 · assets $0

    Directly controlled by SJHS

  • JESSAMINE HEALTH SERVICES LLC DBA SAINT JOSEPH HEART INSTITUTE

    HEALTHCARE · KY · income $0 · assets $0

    Directly controlled by SJHS

Related partnerships

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

  • AMERICAN MERCY HOME CARE LLC

    N/A · HOME HEALTH · OH

  • ARIZONA CARE NETWORK - NEXT LLC

    N/A · CARE NETWORK · AZ

  • ARIZONA CARE NETWORK LLC

    N/A · CARE NETWORK · AZ

  • ARIZONA DIAGNOSTIC RADIOLOGY GROUP LLC

    N/A · IMAGING CENTER · DE

  • AUDUBON LAND COMPANY LLC

    N/A · REAL ESTATE · CO

  • BAPTIST DEACONESS MADISON HOME CARE LLC

    N/A · HOME HEALTH · KY

  • BAYLOR CHI ST LUKE'S HEALTH SERVICES LLC

    N/A · HEALTHCARE SERVICES · TX

  • BERGAN MERCY SURGERY CENTER LLC

    N/A · AMBUL SURG CTR · NE

  • BERYWOOD OFFICE PROPERTIES LLC

    N/A · HEALTHCARE SERVICES · TN

  • BIOLIFE DIGNITY HEALTH INTERNATIONAL LTD

    N/A · HEALTH SERVICES · CH

  • BLUEGRASS REGIONAL IMAGING CENTER

    RELATED · DIAGNOSTIC SERVICES · KY · 65% owned · share of income $202,542 · share of assets $3,068,348

    Directly controlled by SJHS

  • CBCC OUTSMARTING CANCER LLC

    N/A · RADIATION / ONCOLOGY · CA

  • CENTURA SUMMIT ORTHOPEDICS LLC

    N/A · DIAGNOSTIC SERVICES · CO

  • CHER LLC

    N/A · DIAGNOSTIC SERVICES · CO

  • CHICAMSURG SURGERY CENTERS LLC

    N/A · SURGERY CENTER · CO

  • COLORADO SPRINGS CK LEASING LLC

    N/A · REAL ESTATE · CO

  • COMMUNITY HEALTH AT HOME - INFUSION LLC

    N/A · HOME HEALTH · IN

  • COMMUNITY HEALTH AT HOME LLC

    N/A · HOME HEALTH · IN

  • COMMUNITY MERCY HOME CARE OF SPRINGFLD LLC

    N/A · HOME HEALTH · OH

  • DE JV LLC

    N/A · EMERGENCY CARE · NV

  • DEACONESS HOME HEALTH LLC

    N/A · HOME HEALTH · IN

  • DH GLOBAL EDUCATION LTD (AKA OPUSVI LTD)

    N/A · HEALTH SERVICES · UK

  • DH PACIFICLINKAGE HEALTH INT'L LTD

    N/A · HEALTH SERVICES · CH

  • DHHP SURGERY CENTERS LLC

    N/A · SURGERY · DE

  • DHRT HOLDINGS LLC

    N/A · HOLDING COMPANY · DE

  • DIGITAL MEDICAL IMAGING LLC

    N/A · IMAGING · CA

  • DIGNITY HEALTH AT HOME LLC

    N/A · DIAGNOSTIC SERVICES · DE

  • DIGNITY HOME RECOVERY CARE LLC

    N/A · HOME RECOVERY PROGRAM · DE

  • DIGNITYUSP LAS VEGAS SURGERY CENTERS LLC

    N/A · SURGERY · TX

  • DIGNITYUSP NORCAL SURGERY CENTERS LLC

    N/A · SURGERY · TX

  • DIGNITYUSP PHOENIX SURGERY CENTERS LLC

    N/A · SURGERY · TX

  • DIGNITYUSPJOHN MUIR EAST BAY SURG CTRS LLC

    N/A · SURGERY · TX

  • DIGNITY-ABRAZO HEALTH NETWORK LLC

    N/A · MANAGEMENT SERVICES · AZ

  • DOMINICAN MAGNETIC RESONANCE IMAGING CENTER

    N/A · IMAGING CENTER · CA

  • ECCS ACQUISITION COMPANY LLC

    N/A · AMBUL SURG CTR · CO

  • ENDOSCOPY CENTER OF ARKANSAS

    N/A · DIAGNOSTIC SERVICES · AR

  • FRANCISCAN MEDICAL PAVILION BONNEY LAKE LLC

    N/A · REAL ESTATE · WA

  • FRANCISCAN SPECIALTY CARE LLC

    N/A · DIAGNOSTIC SERVICES · WA

  • GO PHYSICAL THERAPY LLC

    N/A · PHYSICAL THERAPY · NE

  • GOOD SAMARITAN HOME CARE SVCS OF VINCENNE LLC

    N/A · HOME HEALTH · OH

  • HC SL VINTAGE I LLC

    N/A · PREPERTY HOLDING · WI

  • HEALTH AT HOME HOLDCO LLC

    N/A · HOME HEALTH · CO

  • HEALTHCARE SUPPORT SERVICES LLC

    N/A · INACTIVE · NE

  • HEARTLAND ONCOLOGY LLC

    N/A · ONCOLOGY · KS

  • INTUITIVE HEALTH OF PUGET SOUND LLC

    N/A · INACTIVE · WA

  • LAKESIDE AMBULATORY SURGICAL CENTER LLC

    N/A · AMBUL SURG CTR · NE

  • LAKESIDE ENDOSCOPY CENTER LLC

    N/A · ENDOSCOPY · NE

  • LEXINGTON MBO PARTNERS LTD

    UNRELATED · REAL ESTATE · CO · 78.75% owned · share of income $180,254 · share of assets $746,865

    Directly controlled by SJHS

  • LINCOLN CK LEASING LLC

    N/A · REAL ESTATE · NE

  • LONGMONT UNITED HOSPITAL ORTHOPEDIC AND SPINE

    N/A · ORTHOPEDIC SERVICES · CO

  • MEMORIAL MEDICAL PLAZA

    N/A · REAL ESTATE · CA

  • MOUNTAIN MEDICAL IMAGING LLC

    N/A · MEDICAL IMAGING · TX

  • NATIONAL PURCHASING PARTNERS LLC

    N/A · GROUP PURCHASING · WA

  • NEBRASKA SPINE HOSPITAL LLC

    N/A · SPINE HOSPITAL · NE

  • NEXIFY HEALTH PRIVATE LIMITED

    N/A · IT SERVICES · IN

  • NICU OPERATING CO OF SANTA CRUZ LLC

    N/A · NEONATAL HEALTHCARE · CA

  • NORTH RIVER SURGERY CENTER LLC

    N/A · AMBUL SURG CTR · AR

  • NORTHERN PLAINS LABORATORY LLC

    N/A · DIAGNOSTIC SERVICES · ND

  • NSC CHANNEL ISLANDS LLC

    N/A · AMBULATORY SURGICAL CENTER · CA

  • ORTHOCOLORADO LLC

    N/A · ORTHO HOSPITAL · CO

  • PARK RAPIDS AREA HEALTH CARE

    N/A · HEALTHCARE SERVICES · MN

  • PARKVIEW HEALTH AT HOME LLC

    N/A · HOME HEALTH · IN

  • PEAK ONE SURGERY CENTER LLC

    N/A · SURGERY CENTER · CO

  • PENINSULA RADIATION ONCOLOGY CENTER LLC

    N/A · HEALTHCARE SERVICES · WA

  • PENRAD IMAGING LLC

    N/A · MEDICAL IMAGING · CO

  • PLAZA SURGERY CENTER LP

    N/A · SURGERY · CA

  • PMC HOSPITAL LLC

    N/A · HOSPITAL · TX

  • PRECISION MEDICINE ALLIANCE LLC

    N/A · DIAGNOSTIC SERVICES · CO

  • RADIATION ONCOLOGY CENTERS OF VENTURA COUNTY

    N/A · IMAGING · CA

  • RBR MANAGEMENT LLC

    N/A · AMBULANCE · NV

  • REID-ANC HOME CARE SERVICES LLC

    N/A · HOME HEALTH · IN

  • SAINT JOSEPH - SCA HOLDINGS LLC

    RELATED · INACTIVE · DE · 51% owned · general or managing partner

    Directly controlled by SJHS

  • SAINT JOSEPH HEALTH ASC LLC

    RELATED · SURGERY · KY · 90% owned · share of income -$2,162,279 · share of assets $3,722,308 · general or managing partner

    Directly controlled by SJHS

  • SANTA CRUZ COMPREHENSIVE IMAGING LLC

    N/A · IMAGING · CA

  • SANTA CRUZ SURGERY CENTER LLC

    N/A · SURGERY · CA

  • SANTA MARIA MRI LLC

    N/A · IMAGING · CA

  • SEVEN OAKS SURGERY CENTER LLC

    N/A · SURGERY · CA

  • SOUTHEASTERN HOME CARE LLC

    N/A · HOME HEALTH · OH

  • ST JOSEPH'S SURGERY CENTER LP

    N/A · SURGERY · TX

  • ST ELIZABETH HOME CARE SERVICES LLC

    N/A · HOME HEALTH · KY

  • ST FRANCIS LAND COMPANY

    N/A · REAL ESTATE · CO

  • ST LUKE'S DIAGNOSTIC CATH LAB LLP

    N/A · DIAGNOSTIC SERVICES · TX

  • ST LUKE'S LAKESIDE HOSPITAL LLC

    N/A · HOSPITAL · TX

  • ST LUKE'S THE WOODLANDS SLEEP CENTER LLC

    N/A · DIAGNOSTIC SERVICES · TX

  • THE MEDICAL PAVILION AT ST JOHN'S

    N/A · REAL ESTATE · CA

  • THREE SPRING IMAGING LLC

    N/A · HEALTHCARE SERVICES · CO

  • TIA ARIZONA LLC

    N/A · CLINIC · AZ

  • TOPTOLIFE LLC

    N/A · RETAIL · CO

  • UCSF HEALTH- GOHEALTH URGENT CARE MGMT LLC

    N/A · MANAGEMENT SERVICES · DE

  • VALLEY PHYSICIANS SURGERY CENTER AT NORTHRIDGE LLC

    N/A · SURGERY · CA

Related corporations and trusts

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

  • ALEGENT HEALTHCREIGHTON ST JOSEPH MANAGED CARE SVCS INC

    C · MANAGED CARE · NE

  • ALLIANCE HEALTH PROVIDER OF BRAZOS VALLEY INC

    C · HEALTHCARE · TX

  • ALTERNATIVE INSURANCE MANAGEMENT SERVICE INC

    C · MANAGEMENT SERVICES · CO

  • BC HOLDING COMPANY INC

    C · INACTIVE · KY

  • BRAZOSPORT HEALTH ALLIANCE

    C · HEALTHCARE · TX

  • CATHOLIC HEALTH INITIATIVES CENTER FOR TRANSLATIONAL RESEARCH

    C · LAB SERVICES · CO

  • CENTER FOR INTEGRATIVE MEDICINE AT VIRGINIA MASON PC

    C · MEDICAL SERVICES · WA

  • CHI ST LUKE'S HEALTH - MEMORIAL CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOC · TX

  • COASTAL SURGICAL SPECIALISTS INC

    S · AMBULATORY SURGERY CENTER · CA

  • DIGNITY HEALTH HOLDING CORPORATION

    C · HOLDING CO · NV

  • DIGNITY HEALTH PROVIDER RESOURCES INC

    C · HEALTH PLAN · CA

  • DIVERSIFIED HEALTH RESOURCES INC

    C · HEALTHCARE · TX

  • FRANCISCAN SERVICES INC

    C · HOLDING CO · CO

  • GALLERIA PAVILION OWNERS' ASSOCIATION

    C · REAL ESTATE · NV

  • GOOD SAMARITAN OUTREACH SERVICES

    C · MEDICAL CLINIC · NE

  • HARVESTPLAINS HEALTH OF IOWA

    C · INACTIVE · WA

  • HEALTH AT HOME BLOCKER LLC

    C · HOME HEALTH · CO

  • HEALTH SERVICES OF THE PACIFIC CENTRAL COAST INC

    C · HEALTH SERVICES · DE

  • HEALTH SYSTEMS ENTERPRISES INC

    C · INACTIVE · NE

  • HEALTHCARE MGMT SERVICES ORGANIZATION INC

    C · INACTIVE · WA

  • HIGHLINE MEDICAL GROUP

    C · MEDICAL SERVICES · WA

  • MEDICAL OFFICE BUILDING HORIZONTAL PROPERTY REGIME INC

    C · REAL ESTATE · AR

  • MEDQUEST

    C · SALE OF DME · ND

  • MEMORIAL CV SERVICE LINE MANAGEMENT COMPANY LLC

    C · INACTIVE · TX

  • MERCY SERVICES CORP

    C · INACTIVE · OR

  • MHI CLINICAL SERVICES

    C · HEALTHCARE · TX

  • MILLENNIUM SURGERY CENTER INC

    S · OUTPATIENT SURGERY SERVICES · CA

  • MOUNTAIN MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · TN

  • NORTH CENTRAL HEALTH CARE ALLIANCE

    C · HEALTHCARE · ND

  • NORTHLAND MANAGEMENT SERVICES INC

    C · MEDICAL EQUIPMENT · ND

  • QUALCHOICE HEALTH PLAN SERVICES INC

    C · ADMIN SERVICES · CO

  • QUALCHOICE HEALTH INC

    C · HOLDING CO · CO

  • RIVERLINK HEALTH

    C · INSURANCE · OH

  • ROSS PARK PHARMACY INC

    C · PHARMACY · OH

  • SAINT CLARE'S PRIMARY CARE INC

    C · INACTIVE · NJ

  • SJH SERVICES CORPORATION

    C · INACTIVE · CO

  • SJL PHYSICIAN MANANGEMENT SERVICES INC

    C · INACTIVE · KY · 100% owned · controlled entity

    Directly controlled by SJHS

  • ST MARY HEALTH VENTURES INC

    C · RETAIL PHARMACY · CA

  • ST ANTHONY DEVELOPMENT COMPANY

    C · ATHLETIC CLUB · OR

  • ST JOSEPH DEVELOPMENT COMPANY INC

    C · RENTAL · WA

  • ST LUKE'S HEALTH SYSTEM HOLDINGS INC

    C · HOLDING CO · TX

  • ST VINCENT COMMUNITY HEALTH SERVICES INC

    C · HEALTHCARE · AR

  • STE HOLDINGS

    C · HOLDING CO · NE

  • STRATEGIC AND PHYSICIANS INSURANCE LTD

    C · CAPTIVE INSURANCE · CJ

  • TOWSON MANAGEMENT INC

    C · INACTIVE · MD

  • TRINITY MANAGEMENT SERVICES ORGANIZATION

    C · MGMT SERVICES · OH

  • UNITED MEDICAL BUILDING CONDOMINIUM ASSOCIATION

    C · REAL ESTATE · CO

Provenance

Return type
form_990
Tax year
2024
Filed
13 May 2026
IRS schema version
2024v5.5
Source object
202601339349303410

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