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Nonprofiteer
← BON SECOURS-ST FRANCIS XAVIER HOSPITAL INC

Form 990 for tax year 2023

Filed by BON SECOURS-ST FRANCIS XAVIER HOSPITAL INC.

Totals

Total revenue
$580,490,773
Total expenses
$477,864,348
Contributions and grants received
$802,581
Grants paid
$17,781
Program services expenses (Part IX)
$429,796,154
Management and general expenses
$48,068,194
Fundraising expenses
$0
Program service expenses (Part III)
$429,796,154

Program services were 89.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Brian Cuddy MD

    Chair, Neurosurgeon - RSFPP

    Total calculated
    $1,007,321
    From this org
    $0
    From related orgs
    $919,598
    Other
    $87,723
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $913,844 related
    Bonus
    $0
    Other
    $0 + $5,754 related
    Deferred
    $0 + $37,920 related
    Nontaxable benefits
    $0 + $49,803 related
    Filer's total
    $0 + $1,007,321 related

  • Wael Haidar MD

    Vice Chair, BSMH Chief Clinical Officer

    Total calculated
    $2,330,731
    From this org
    $0
    From related orgs
    $1,850,444
    Other
    $480,287
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $823,831 related
    Bonus
    $0 + $287,539 related
    Other
    $0 + $739,074 related
    Deferred
    $0 + $466,024 related
    Nontaxable benefits
    $0 + $14,263 related
    Filer's total
    $0 + $2,330,731 related

  • Brian Yanofchick

    Board Member; Chief Sponsorship Officer - BSMH

    Total calculated
    $538,075
    From this org
    $0
    From related orgs
    $524,623
    Other
    $13,452
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,002 related
    Bonus
    $0 + $89,249 related
    Other
    $0 + $130,372 related
    Deferred
    $0 + $3,150 related
    Nontaxable benefits
    $0 + $10,302 related
    Filer's total
    $0 + $538,075 related

  • Charles Ford Rivers III

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • Edward McKelvey

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • John Spratt MD

    Board Member (Beg 08/23), Physician

    Total calculated
    $962,847
    From this org
    $0
    From related orgs
    $872,629
    Other
    $90,218
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $811,037 related
    Bonus
    $0 + $59,100 related
    Other
    $0 + $2,492 related
    Deferred
    $0 + $39,897 related
    Nontaxable benefits
    $0 + $50,321 related
    Filer's total
    $0 + $962,847 related

  • Johnathan Donaldson MD

    Board Member (Beg 05/23; End 08/23), Physician

    Total calculated
    $449,952
    From this org
    $0
    From related orgs
    $404,422
    Other
    $45,530
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $223,436 related
    Bonus
    $0 + $180,239 related
    Other
    $0 + $747 related
    Deferred
    $0 + $22,903 related
    Nontaxable benefits
    $0 + $22,627 related
    Filer's total
    $0 + $449,952 related

  • JOSEPH GAGE JR JD

    Board Member; BSMH Chief HR Officer

    Total calculated
    $1,578,112
    From this org
    $0
    From related orgs
    $1,331,323
    Other
    $246,789
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $612,665 related
    Bonus
    $0 + $208,634 related
    Other
    $0 + $510,024 related
    Deferred
    $0 + $211,784 related
    Nontaxable benefits
    $0 + $35,005 related
    Filer's total
    $0 + $1,578,112 related

  • Karen Wrighten

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Kay W Phillips PHD

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Rick McEvoy

    Board Member (End 05/23)

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Roberta Pinckney

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Scott Woodfield MD

    Board Member, Physician

    Total calculated
    $505,433
    From this org
    $0
    From related orgs
    $456,519
    Other
    $48,914
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $404,370 related
    Bonus
    $0
    Other
    $0 + $52,149 related
    Deferred
    $0 + $28,123 related
    Nontaxable benefits
    $0 + $20,791 related
    Filer's total
    $0 + $505,433 related

  • Susan Datta MD

    Board Member, Internist - RSFPP

    Total calculated
    $424,746
    From this org
    $0
    From related orgs
    $347,376
    Other
    $77,370
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,178 related
    Bonus
    $0 + $18,815 related
    Other
    $0 + $1,383 related
    Deferred
    $0 + $39,897 related
    Nontaxable benefits
    $0 + $37,473 related
    Filer's total
    $0 + $424,746 related

  • Adriana Day

    CFO/Treasurer RSFH (End 09/23)

    Total calculated
    $528,426
    From this org
    $0
    From related orgs
    $486,984
    Other
    $41,442
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $364,467 related
    Bonus
    $0 + $110,256 related
    Other
    $0 + $12,261 related
    Deferred
    $0 + $25,995 related
    Nontaxable benefits
    $0 + $15,447 related
    Filer's total
    $0 + $528,426 related

  • Brad Grosteffon

    Interim CFO/Treasurer (Beg 09/23)

    Total calculated
    $485,467
    From this org
    $0
    From related orgs
    $428,729
    Other
    $56,738
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,583 related
    Bonus
    $0 + $75,924 related
    Other
    $0 + $48,222 related
    Deferred
    $0 + $28,452 related
    Nontaxable benefits
    $0 + $28,286 related
    Filer's total
    $0 + $485,467 related

  • Jeffrey DiLisi MD

    President/CEO RSFH (End 12/23)

    Total calculated
    $1,199,591
    From this org
    $0
    From related orgs
    $1,105,777
    Other
    $93,814
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $806,712 related
    Bonus
    $0 + $200,002 related
    Other
    $0 + $99,063 related
    Deferred
    $0 + $39,897 related
    Nontaxable benefits
    $0 + $53,917 related
    Filer's total
    $0 + $1,199,591 related

  • Kevin Hoak

    SVP AND COO

    Total calculated
    $653,715
    From this org
    $0
    From related orgs
    $534,439
    Other
    $119,276
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $464,020 related
    Bonus
    $0 + $66,766 related
    Other
    $0 + $3,653 related
    Deferred
    $0 + $70,887 related
    Nontaxable benefits
    $0 + $48,389 related
    Filer's total
    $0 + $653,715 related

  • Matthew Desmond

    VP Chief Transformation Officer; Regional President - BSSF/MPH

    Total calculated
    $561,513
    From this org
    $0
    From related orgs
    $460,061
    Other
    $101,452
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $374,538 related
    Bonus
    $0 + $59,212 related
    Other
    $0 + $26,311 related
    Deferred
    $0 + $48,984 related
    Nontaxable benefits
    $0 + $52,468 related
    Filer's total
    $0 + $561,513 related

  • Megan Baker MD

    Interim President/CEO (Beg 12/23)

    Total calculated
    $760,277
    From this org
    $0
    From related orgs
    $692,709
    Other
    $67,568
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $496,390 related
    Bonus
    $0 + $196,112 related
    Other
    $0 + $207 related
    Deferred
    $0 + $17,397 related
    Nontaxable benefits
    $0 + $50,171 related
    Filer's total
    $0 + $760,277 related

  • Rosemary Maree

    Senior Mission Officer (Beg 09/23)

    Total calculated
    $69,142
    From this org
    $0
    From related orgs
    $64,695
    Other
    $4,447
    Hours/week
    1 + 49 related

  • Mitchell Siegan MD

    VP CMO - Acute Care

    Total calculated
    $735,147
    From this org
    $0
    From related orgs
    $598,616
    Other
    $136,531
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $515,677 related
    Bonus
    $0 + $80,317 related
    Other
    $0 + $2,622 related
    Deferred
    $0 + $87,448 related
    Nontaxable benefits
    $0 + $49,083 related
    Filer's total
    $0 + $735,147 related

  • Tavia Buck

    Chief Nursing Officer - BSSF

    Total calculated
    $273,168
    From this org
    $238,684
    From related orgs
    $0
    Other
    $34,484
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $210,924
    Bonus
    $16,904
    Other
    $10,856
    Deferred
    $34,410
    Nontaxable benefits
    $74
    Filer's total
    $273,168

  • Troy Powell

    VP Post Acute Care Services (End 03/23)

    Total calculated
    $517,153
    From this org
    $0
    From related orgs
    $423,550
    Other
    $93,603
    Hours/week
    8 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $348,151 related
    Bonus
    $0 + $50,300 related
    Other
    $0 + $25,099 related
    Deferred
    $0 + $45,333 related
    Nontaxable benefits
    $0 + $48,270 related
    Filer's total
    $0 + $517,153 related

  • Jenny Riley MD

    Oncology/Hematology

    Total calculated
    $923,194
    From this org
    $877,535
    From related orgs
    $0
    Other
    $45,659
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $627,140
    Bonus
    $250,314
    Other
    $81
    Deferred
    $17,397
    Nontaxable benefits
    $28,262
    Filer's total
    $923,194

  • Mark Burbridge MD

    Oncology/Hematology

    Total calculated
    $879,373
    From this org
    $847,082
    From related orgs
    $0
    Other
    $32,291
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $633,806
    Bonus
    $213,186
    Other
    $90
    Deferred
    $17,397
    Nontaxable benefits
    $14,894
    Filer's total
    $879,373

  • Matthew BELdner MD

    Oncology/Hematology

    Total calculated
    $1,207,143
    From this org
    $1,120,517
    From related orgs
    $0
    Other
    $86,626
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $626,089
    Bonus
    $452,553
    Other
    $41,875
    Deferred
    $39,897
    Nontaxable benefits
    $46,729
    Filer's total
    $1,207,143

  • Ryan Kalinsky MD

    Oncology/Hematology

    Total calculated
    $1,004,039
    From this org
    $919,717
    From related orgs
    $0
    Other
    $84,322
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $631,129
    Bonus
    $288,498
    Other
    $90
    Deferred
    $39,897
    Nontaxable benefits
    $44,425
    Filer's total
    $1,004,039

  • Yanis BEllil MD

    Oncology/Hematology

    Total calculated
    $1,275,557
    From this org
    $1,190,074
    From related orgs
    $0
    Other
    $85,483
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $629,368
    Bonus
    $560,571
    Other
    $135
    Deferred
    $39,897
    Nontaxable benefits
    $45,586
    Filer's total
    $1,275,557

  • Anthony Jackson

    FORMER VP & CEO Acute Care Services

    Total calculated
    $195,643
    From this org
    $0
    From related orgs
    $195,643
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $195,643 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $195,643 related

  • Christopher Glenn

    Former Interim CFO/Treasurer

    Total calculated
    $326,309
    From this org
    $0
    From related orgs
    $285,258
    Other
    $41,051
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $212,866 related
    Bonus
    $0 + $20,329 related
    Other
    $0 + $52,063 related
    Deferred
    $0 + $5,316 related
    Nontaxable benefits
    $0 + $35,735 related
    Filer's total
    $0 + $326,309 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
  • 7 · Other non-fixed payments

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
  • 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
A related organization of Bon Secours St. Francis Xavier Hospital, Inc. determined the compensation of the Organization's CEO using the following methods: Compensation Committee Independent Compensation Consultant Compensation Survey or Study Approval by the Board or Compensation Committee
Schedule J, Part I, Line 4a Severance or change-of-control payment
Severance Benefits consisting of continuation of base salary and insurance benefits were provided to listed individuals for specified periods. The listed individual executed releases and waivers of claims in exchange for the severance benefits. Salary continuation amounts provided during the reporting year to the listed individual was as follow: Anthony Jackson, $195,643.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
The Roper St. Francis Healthcare 457(f) Plan's purpose is to offer eligible employees of the employer deferred compensation benefits to supplement Eligible Employees' retirement income. The Plan is intended to be a top-hat plan (i.e. an unfunded deferred compensation plan maintained for certain members of a select group of management or highly compensated employees). INDIVIDUALS THAT PARTICIPATED OR RECEIVED A DISTRIBUTION INCLUDE: Kevin Hoak, $0; Tavia Buck, $10,721; Troy Powell, $22,560; Mitchell Siegan, MD, $0; Matthew Desmond, $0; Jeffrey DiLisi, MD, $0.
Schedule J, Part I, Line 4b Terms and conditions of the Bon Secours Mercy Health System SERP
The Bon Secours Mercy Health System SERP is a non-qualified deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. The plan provides for annual credits of a specified percentage of an eligible participants base salary paid in a plan year and interest credits. Plan participants vest in plan credits after completing a three year class vesting schedule or earlier for death or total disability or reaching age 60 while employed, or due to involuntary separation of employment other than for cause. Payments during employment are made for required tax withholding and reduce the participants account balance. Distribution of the vested account balance in a lump sum occurs after termination of employment. Amounts includible as taxable compensation for listed individuals due to SERP participation in the reporting year were as follows: Brian Yanofchick, $34,000; Joseph Gage, Jr., JD, $128,457; Wael Haidar, MD, $181,821; Brad Grosteffon, $0.
Schedule J, Part I, Line 4b Terms and conditions of the Mercy Health SERP
The Mercy Health SERP plan is a deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. It provides annual credits of a specified percentage of compensation and annual interest credits. Participants vest 50%, 75%, and 100% in their accounts after 5, 6, and 7 years of service, respectively. Vesting occurs earlier for death or total disability or reaching age 60 while employed, or involuntary termination of employment within 24 months after a change in control of the organization or due to position elimination. Payments during employment are made for required tax withholding. Payment of the vested account balance in a lump sum occurs after termination of employment. Amounts includable as taxable compensation for listed individuals due to SERP participation in the reporting year were as follows: Joseph Gage, Jr., JD, $0.
Schedule J, Part I, Line 7 NON-FIXED PAYMENTS
Goals are developed each year to support the Organization's strategic initiatives for people, quality, financial, growth and service. The Ad Hoc Compensation Committee approves the system goals annually and reports it to the full Board of Directors. Progress on each metric is reported to the Board each month on the corporate scorecard. At year-end, the Ad Hoc Compensation Committee approves the final scorecard number and reports results to the full Board. Annual incentives for the executives are based 60% on the corporate scorecard and 40% on individual performance. Executives maintain an individual scorecard on the leader evaluation manager and discuss results monthly with the President/CEO. The President/CEO approves the individual executive scorecard.

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
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403199349301820

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