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Nonprofiteer
← ST LUKES EPISCOPAL-PRESBYTERIAN HOSPITAL

Form 990 for tax year 2023

Filed by ST LUKES EPISCOPAL-PRESBYTERIAN HOSPITAL.

Totals

Total revenue
$664,598,617
Total expenses
$607,826,699
Contributions and grants received
$14,471,358
Grants paid
$64,800
Program services expenses (Part IX)
$566,870,626
Management and general expenses
$40,097,262
Fundraising expenses
$858,811
Program service expenses (Part III)
$566,870,626

Program services were 93.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JEFFREY THOMPSON MD

    OB / GYN

    Total calculated
    $608,349
    From this org
    $0
    From related orgs
    $571,453
    Other
    $36,896
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $571,453 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,025 related
    Nontaxable benefits
    $0 + $22,871 related
    Filer's total
    $0 + $608,349 related
  • JOSEPH CRAFT MD

    CARDIOLOGY SPECIALIST

    Total calculated
    $710,626
    From this org
    $0
    From related orgs
    $673,730
    Other
    $36,896
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $673,730 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,025 related
    Nontaxable benefits
    $0 + $22,871 related
    Filer's total
    $0 + $710,626 related
  • BRIAN PETERSON MD

    CARDOTHORACIC SURGEON

    Total calculated
    $671,896
    From this org
    $0
    From related orgs
    $635,112
    Other
    $36,784
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $615,112 related
    Bonus
    $0 + $20,000 related
    Other
    $0
    Deferred
    $0 + $12,375 related
    Nontaxable benefits
    $0 + $24,409 related
    Filer's total
    $0 + $671,896 related
  • 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
  • REV RYAN LANDINO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • STEVEN GOSIK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • STEVEN MANDEVILLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • CYNTHIA MARITZ

    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
  • JOHN MORRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • REV JOY MYERS

    DIRECTOR - THRU 12/31/23

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • NORMAN L EAKER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    3 + 2 related
  • REV DR BRANDAN EDDY

    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
  • JOHN EILERMANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • JEAN C DAVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 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 - THRU 12/31/23

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • DAVID R PRICE JR

    DIRECTOR - THRU 12/31/23

    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 - THRU 12/31/23

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • MARTHA FLEISCHMANN

    SENIOR VP & CFO - THRU 6/30/24

    Total calculated
    $578,866
    From this org
    $539,905
    From related orgs
    $0
    Other
    $38,961
    Hours/week
    25 + 35 related

    Schedule J breakdown matched by us

    Base
    $463,346
    Bonus
    $59,251
    Other
    $17,308
    Deferred
    $30,525
    Nontaxable benefits
    $8,436
    Filer's total
    $578,866
  • ANDREW BAGNALL

    PRESIDENT & CEO

    Total calculated
    $1,002,676
    From this org
    $966,812
    From related orgs
    $0
    Other
    $35,864
    Hours/week
    42 + 18 related

    Schedule J breakdown matched by us

    Base
    $766,812
    Bonus
    $200,000
    Other
    $0
    Deferred
    $10,725
    Nontaxable benefits
    $25,139
    Filer's total
    $1,002,676
  • MAGED HAIKAL MD

    CHIEF OF MEDICINE

    Total calculated
    $1,034,170
    From this org
    $0
    From related orgs
    $995,516
    Other
    $38,654
    Hours/week
    40 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $995,516 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $30,525 related
    Nontaxable benefits
    $0 + $8,129 related
    Filer's total
    $0 + $1,034,170 related
  • RONALD LEIDENFROST MD

    CHAIRMAN HEART & VASCULAR INST.

    Total calculated
    $639,696
    From this org
    $0
    From related orgs
    $601,042
    Other
    $38,654
    Hours/week
    30 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $601,042 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $30,525 related
    Nontaxable benefits
    $0 + $8,129 related
    Filer's total
    $0 + $639,696 related
  • SAMUEL FLANDERS MD

    EXEC VP QUALITY

    Total calculated
    $649,846
    From this org
    $614,450
    From related orgs
    $0
    Other
    $35,396
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $614,450
    Bonus
    $0
    Other
    $0
    Deferred
    $10,725
    Nontaxable benefits
    $24,671
    Filer's total
    $649,846
  • DARREN HASKELL MD

    CHIEF MEDICAN OFFICER

    Total calculated
    $647,982
    From this org
    $0
    From related orgs
    $599,386
    Other
    $48,596
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $507,989 related
    Bonus
    $0 + $91,397 related
    Other
    $0
    Deferred
    $0 + $23,925 related
    Nontaxable benefits
    $0 + $24,671 related
    Filer's total
    $0 + $647,982 related
  • MICHAEL KLEVENS MD

    NETWORK VP IMMEDIATE CARE SERV

    Total calculated
    $549,388
    From this org
    $505,952
    From related orgs
    $0
    Other
    $43,436
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $428,136
    Bonus
    $38,047
    Other
    $39,769
    Deferred
    $20,625
    Nontaxable benefits
    $22,811
    Filer's total
    $549,388
  • NATHAN BIGLER

    CHIEF PEOPLE OFFICER

    Total calculated
    $446,575
    From this org
    $419,480
    From related orgs
    $0
    Other
    $27,095
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $396,537
    Bonus
    $22,943
    Other
    $0
    Deferred
    $4,125
    Nontaxable benefits
    $22,970
    Filer's total
    $446,575
  • DIANE RAY

    SENIOR VP / NETWORK CNO / SLH - COO - THRU 6/30/24

    Total calculated
    $524,459
    From this org
    $472,693
    From related orgs
    $0
    Other
    $51,766
    Hours/week
    50 + 10 related

    Schedule J breakdown matched by us

    Base
    $421,244
    Bonus
    $51,449
    Other
    $0
    Deferred
    $37,125
    Nontaxable benefits
    $14,641
    Filer's total
    $524,459
  • SCOTT B JOHNSON

    CHIEF STRATEGY OFFICER

    Total calculated
    $361,445
    From this org
    $342,942
    From related orgs
    $0
    Other
    $18,503
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $303,929
    Bonus
    $39,013
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,503
    Filer's total
    $361,445
  • DON MILLER

    NETWORK VP FACILITIES

    Total calculated
    $418,950
    From this org
    $382,084
    From related orgs
    $0
    Other
    $36,866
    Hours/week
    41 + 9 related

    Schedule J breakdown matched by us

    Base
    $321,227
    Bonus
    $42,315
    Other
    $18,542
    Deferred
    $20,625
    Nontaxable benefits
    $16,241
    Filer's total
    $418,950
  • SCOTT HOLTSWORTH

    VP / NETWORK CIO

    Total calculated
    $414,108
    From this org
    $370,291
    From related orgs
    $0
    Other
    $43,817
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $310,805
    Bonus
    $41,362
    Other
    $18,124
    Deferred
    $30,525
    Nontaxable benefits
    $13,292
    Filer's total
    $414,108
  • SHARON MERTZLUFFT

    VICE PRESIDENT& EXEC DIRECTOR

    Total calculated
    $375,360
    From this org
    $344,981
    From related orgs
    $0
    Other
    $30,379
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $292,217
    Bonus
    $38,651
    Other
    $14,113
    Deferred
    $14,025
    Nontaxable benefits
    $16,354
    Filer's total
    $375,360
  • LAURA OVERTURF

    NETWORK VP REV CYCLE - THRU 1/26/24

    Total calculated
    $351,713
    From this org
    $308,574
    From related orgs
    $0
    Other
    $43,139
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $275,096
    Bonus
    $33,478
    Other
    $0
    Deferred
    $34,841
    Nontaxable benefits
    $8,298
    Filer's total
    $351,713
  • JON BETTALE

    VICE PRESIDENT SURGICAL SVCS

    Total calculated
    $343,286
    From this org
    $312,608
    From related orgs
    $0
    Other
    $30,678
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $269,866
    Bonus
    $32,821
    Other
    $9,921
    Deferred
    $22,549
    Nontaxable benefits
    $8,129
    Filer's total
    $343,286
  • JASON EDWARDS MD

    RADIATION ONCOLOGIST

    Total calculated
    $1,589,316
    From this org
    $1,575,291
    From related orgs
    $0
    Other
    $14,025
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,575,291
    Bonus
    $0
    Other
    $0
    Deferred
    $14,025
    Nontaxable benefits
    $0
    Filer's total
    $1,589,316
  • ERIC JENKINS MD

    PHYSICIAN CVICU

    Total calculated
    $616,997
    From this org
    $573,501
    From related orgs
    $0
    Other
    $43,496
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $573,501
    Bonus
    $0
    Other
    $0
    Deferred
    $20,625
    Nontaxable benefits
    $22,871
    Filer's total
    $616,997
  • LESLIE TERRELL MD

    CVICU

    Total calculated
    $541,762
    From this org
    $508,226
    From related orgs
    $0
    Other
    $33,536
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $508,226
    Bonus
    $0
    Other
    $0
    Deferred
    $10,725
    Nontaxable benefits
    $22,811
    Filer's total
    $541,762
  • JAMIE HAAS MD

    SLEEP MEDICINE PHYSICIAN

    Total calculated
    $588,595
    From this org
    $549,254
    From related orgs
    $0
    Other
    $39,341
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $549,254
    Bonus
    $0
    Other
    $0
    Deferred
    $14,025
    Nontaxable benefits
    $25,316
    Filer's total
    $588,595
  • VEDICA SHARMA MD

    CVICU

    Total calculated
    $519,395
    From this org
    $508,670
    From related orgs
    $0
    Other
    $10,725
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $508,670
    Bonus
    $0
    Other
    $0
    Deferred
    $10,725
    Nontaxable benefits
    $0
    Filer's total
    $519,395
  • SHANE M CERONE

    FORMER PRESIDENT & CEO

    Total calculated
    $764,423
    From this org
    $764,423
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $764,423
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $764,423

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

  • 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 TWO INDIVIDUALS RECEIVED A GROSS-UP PAYMENT IN 2023. THESE PAYMENTS WERE INCLUDED IN THEIR TAXABLE COMPENSATION. 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 2023: SHANE CERONE, $764,423. CERTAIN EMPLOYEES PARTICIPATE IN A SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT. NO INDIVIDUALS LISTED IN PART VII RECEIVED A DISTRIBUTION IN CALENDAR YEAR 2023.
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 OBJECTIVE. 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

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
5 May 2025
IRS schema version
2023v6.0
Source object
202531339349307023

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

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