2024-11-13T08:46:40-07:00 2023-12-31 990 2023-01-01 341379356 SISTERS OF CHARITY OF ST AUGUSTINE HEALTH SYSTEM INC SIST 2166965560 2475 E 22ND ST CLEVELAND OH 44115 Melissa J Rogers Sr Vice President/CFO 2166965560 2024-11-15 1 2023 2024-10-15 13:58:12Z SISTERS OF CHARITY HEALTH SYSTEM Janice Murphy 2475 East 22nd St Cleveland OH 44115 3328145 0 0928 X www.sistersofcharityhealth.org X 1982 OH The Sisters of Charity of St. Augustine Health System (SCHS) is the parent corporation of the sponsored ministries of the Sisters of Charity of St. Augustine, a congregation of women religious dedicated to serving the poor and committed to social justice. 16 16 130 0 0 0 67348 367800 3973294 1748295 274791 843000 -16772 -161688 4298661 2797407 72536 0 0 0 3884832 5080642 0 0 528250 2784500 2526927 6741868 7607569 -2443207 -4810162 37541639 23631198 23499751 3038272 14041888 20592926 X The mission of the Sisters of Charity of St. Augustine Health System is to extend the healing ministry of Jesus to God's people through the work of the affiliated hospitals, long term care facilities, foundations and ministries. 0 0 5564470 0 0 Sisters of Charity Health System (SCHS) carries out its purpose in accordance with the moral teachings and Canon law of the Roman Catholic Church. Through its efforts, SCHS continues to advance the philosophy and mission of our founders, the Sisters of Charity of St. Augustine. SCHS provides governance, oversight, mission coordination and other support services to its member organizations as well as management of all affiliates to ensure policy decisions are consistent with the entities tax exempt purpose. The consolidated assets of the Health System and Affiliated total $348,328,000 with total revenue of $91,953,000 in 2023. 0 0 0 5564470 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 54 0 1 130 1 0 1 CA CJ EI OC SZ 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X Sondra Haye 2166965560 2475 E 22ND ST CLEVELAND OH 44115 Janice Murphy President & Chief Executive Officer 40 X 605995 0 55700 Adnan Tahir MD CEO St Vincent Charity Medical Center 0.00 X X 527340 0 15070 Melissa Rogers Senior Vice President & Chief Financial Officer 40 X 460450 0 80020 Susanna Krey SVP External Affairs, Foundations & Outreach Ministries 20 20 X 411615 0 63040 John Rusnaczyk CFO St Vincent Charity Medical Center 0 X X 428690 0 25785 Robin Stursa Chief Information Officer 40 X 340470 0 43500 Shannon Jerse Esq General Counsel 40 X 286030 0 44625 Mark Cotleur Senior VP of Fund Development 40 X 259025 0 52320 Charles Garven Chief Medical Officer 32 X 246295 0 21765 Heather Stoll VP External Affairs 40 X 231350 0 31865 Michael Biscaro Vice President of Behavorial Health Services 40 X 215320 0 43375 Miguel Chavez SVP of Mission & Ministry 40 X 170015 0 43015 Sondra Haye Controller 40 X 161235 0 31365 Deborah Miller Senior Director of Human Resources 40 X 133400 0 38115 Robert Varley Chairman 1 X X 0 0 0 Sister Miriam Erb CSA Secretary 1 X X 0 0 0 Sean Hennessy Treasurer 1 X X 0 0 0 Robert Belden Vice Chair 1 X X 0 0 0 Lisa Bernardin Board Member 1 X 0 0 0 Sister Susan Durkin OSU Board Member 1 X 0 0 0 Michael Kapp Board Member 1 X 0 0 0 Sister Judith Ann Karam CSA Board Member 1 X 0 0 0 Edward McIlver Leppard Jr MD Board Member 1.0 X 0 0 0 Michael McCabe Board Member 1 X 0 0 0 Clinton Simmons Board Member 1 X 0 0 0 Tari Rivera Board Member 1 X 0 0 0 Leo Spellacy Esq Board Member 1 X 0 0 0 Gary Isakov Board Member 1 X 0 0 0 Jack Bedell Board Member 1 X 0 0 0 John Bastulli Board Member 1 X 0 0 0 4477230 0 589560 31 1 1 0 Hanna Campbell & Powell LLP 3737 Embassy Parkway Suite 100 Akron OH 44333 Legal 579061 Strata Decision Technology LLC PO Box 945911 Atlanta GA 303945911 Consulting 148780 2 0 0 0 150000 0 217800 0 367800 Member assessments 624000 1748295 1748295 0 0 0 0 0 0 1748295 843000 843000 0 0 0 0 0 0 0 0 0 0 362050 0 530738 0 -168688 0 -168688 -168688 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Other income 813110 7000 7000 0 0 0 0 0 0 7000 2797407 2429607 0 0 0 0 0 0 0 0 0 0 2291365 1729480 432370 129515 0 0 0 0 1401110 1075523 119502 206085 339657 258138 50950 30569 802460 609868 120370 72222 246050 186998 36908 22144 48662 48662 49577 49577 30200 30200 450170 14600 435570 40726 30952 6109 3665 166382 126450 24957 14975 19071 19071 14480 14480 305256 305256 277730 211075 66655 35328 35328 Communications 148555 148555 0 0 Database memberships 122546 26890 46581 49075 Dues & subscriptions 125295 110865 14430 0 Consulting 451058 451058 0 0 241891 215011 26880 7607569 5564470 1514849 528250 350 350 268000 794916 1862427 2010908 5000000 82206 73923 10608409 8140620 2988312 2467789 26244841 17257784 1095503 1025528 37541639 23631198 3499751 3038272 0 20000000 0 0 23499751 3038272 X 14041888 20592926 0 0 14041888 20592926 37541639 23631198 X -4810162 0 0 0 0 11361200 X 0 1 X 1 0 X X 1 The Sisters of Charity of St Augustine 340714763 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 60783 60783 0 Schedule C, Part II-B, Line 1 The Sisters of Charity of St. Augustine Health System (SCHS) carried out a proactive public policy and advocacy program in an objective and non-partisan manner in 2023. The advocacy work promoted the organization's mission by building awareness, educating and persuading external stakeholders on policy matters of interest to SCHS, its sponsored entities and the larger community. As a Catholic health system with diverse ministries including a hospital, grant making foundation, elder care and community outreach organizations, SCHS was called to speak out on behalf of poor and vulnerable persons, including working to ensure that society increases access to physical and behavioral health services for everyone while protecting the dignity of life. Living the mission, this call asked SCHS to be active al local, state and federal levels where health and other domestic policy decisions are made. In 2023, initiatives included asking for support of the social safety net, palliative care and Medicare repayments. SCHS is also a member of the Catholic Health Association of the United States (CHA) and 3.28% of the dues paid to CHA in 2023 were used for lobbying activities. 328525 0 328525 9240268 0 8140620 1099648 0 0 0 0 1039616 0 0 1039616 0 0 0 0 2467789 0 0 X Schedule D, Part X, Line 2 The Organization is generally exempt from Income tax under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no income taxes have been provided for in the accompanying consolidated financial statements. Certain entities are for-profit and are subject to income tax. The Organization believes that there is appropriate support for any tax positions taken, and as such, do not have any uncertain tax positions that are material to the consolidated financial statements. X X X 1 1 0 0 0 0 0 1 0 Janice Murphy President & Chief Executive Officer 594870 0 0 0 11125 0 53700 0 2000 0 661695 0 0 0 Melissa Rogers Senior Vice President & Chief Financial Officer 455930 0 0 0 4520 0 53700 0 26320 0 540470 0 0 0 Adnan Tahir MD CEO St Vincent Charity Medical Center 77340 0 0 0 450000 0 4770 0 10300 0 542410 0 0 0 Susanna Krey SVP External Affairs, Foundations & Outreach Ministries 239945 0 0 0 171670 0 43500 0 19540 0 474655 0 0 0 John Rusnaczyk CFO St Vincent Charity Medical Center 92850 0 0 0 335840 0 6245 0 19540 0 454475 0 0 0 Robin Stursa Chief Information Officer 335520 0 0 0 4950 0 33200 0 10300 0 383970 0 0 0 Shannon Jerse Esq General Counsel 281865 0 0 0 4165 0 28325 0 16300 0 330655 0 0 0 Mark Cotleur Senior VP of Fund Development 256705 0 0 0 2320 0 26000 0 26320 0 311345 0 0 0 Michael Biscaro Vice President of Behavorial Health Services 214695 0 0 0 625 0 21275 0 22100 0 258695 0 0 0 Heather Stoll VP External Affairs 133955 0 0 0 97395 0 11865 0 20000 0 263215 0 0 0 Miguel Chavez SVP of Mission & Ministry 169665 0 0 0 350 0 17085 0 26320 0 213420 0 0 0 Charles Garven Chief Medical Officer 239725 0 0 0 6570 0 21765 0 0 0 268060 0 0 0 Sondra Haye Controller 137720 0 22390 0 1125 0 11825 0 19540 0 192600 0 0 0 Deborah Miller Senior Director of Human Resources 130925 0 0 0 2475 0 11795 0 26320 0 171515 0 0 0 Schedule J, Part I, Line 4 The following individuals received severance payments due to elimination of positions in 2023: Adnan Tahir, John Rusnaczyk, Susanna Krey and Heather Stoll. Certain individuals received a payment from a supplemental executive retirement plan in 2023. Janice Murphy, Melissa Rogers and Susanna Krey each received $20,500. Schedule J, Part I, Line 7 Certain Health System employees, including Sondra Haye, were paid a discretionary bonus in 2023 for additional work performed in transition. Form 990, Part III, Line 4a The mission of SCHS is to extend the healing ministry of Jesus by providing quality health care and related services to the individual's family and communities served. SCHS is the sole member of the outpatient care facility, St. Vincent Charity Community Health Center (SVCCHC) in Cleveland, Ohio. It is also the sole member of two elder care facilities: Regina Health Center (RHC) and Light of Hearts Villa (LOHV). RHC is a skilled nursing facility established to serve aging vowed religious men and women in the Diocese of Cleveland and Youngstown. LOHV is an assisted/independent living facility which also provides respite and memory care. SCHS is the sole member of three grant making foundations in Ohio and South Carolina. Each foundation endeavors to understand the root cause of poverty, nurture the growth of healthy communities, emphasizes youth and family, and measure the outcomes of these efforts. Based on the needs of the community they service, the foundations strategic initiatives focus on low income housing, early childhood education, fatherhood in the family, homelessness and religious communities. Collectively, the foundations awarded over 172 grants totaling over $8.43 million in 2023. Other health and human services and education-related organizations within SCHS include: Joseph and Mary's Home, a residential care center providing medical respite to homeless men and women in Cleveland; Early Childhood Resource Center, which provides resources and training for people working with children in the Canton area; Healthy Learners, a state-wide organization providing health care resources for children in low income families across South Carolina; and South Carolina Center for Fathers and Families, a state-wide organization supporting initiatives to reengage fathers in the lives of their children. Form 990, Part VI, Section A, Line 6 CSA Health System Ministries is the member of SCHS. Reserved powers of the Member include the power and authority to borrow or lend money. The purchase and sales of certain property, the appointment and renewal of SCHS Chairperson and President, the amendment of the Code of Regulations, the amendment of the Code of Regulations and Articles of Incorporation, the election of Directors and the determination of corporate philosophy. Form 990, Part VI, Section A, Line 7a See explanation for line 6. Form 990, Part VI, Section A, Line 7b See explanation for line 6. Form 990, Part VI, Section A, Line 8a Minutes are taken at all board and committee meetings and are included in the board packets. Form 990, Part VI, Section B, Line 11b SCHS form 990 was prepared by management. A draft copy of the return was made available to all Board members prior to the filing date. Form 990, Part VI, Section B, Line 12c Conflicts of interest are addressed via annual questionnaires to all Directors, Officers and key employees. These are reviewed by the Deputy General Counsel of SCHS. Form 990, Part VI, Section B, Line 15 The SCHS Executive Committee functions as a compensation committee of the Board which reviews compensation for the President and CEO, officers and key employees. Information provided to the committee includes salary, bonus and incentive compensation, deferred compensation and other benefits. SCHS also utilizes an outside consultant which provides market data for similar positions at other organizations. Hospital, foundation and ministry leadership compensation is the responsibility of the entity boards. Actions of all entity boards are subject to review by SCHS. Form 990, Part VI, Section C, Line 18 The SCHS form 990 is available upon request. Form 990, Part VI, Section C, Line 19 SCHS makes its governing documents, conflict of interest policy and financial statements available to the public upon request. Form 990, Part XI, Line 9 Equity transfers from (to) affiliates (net) - $11,361,200 Sisters of Charity of St Augustine 5232 Broadview Rd Richfield OH 44286 340714763 Religious order of women OH 501(c)(3) 1 N/A 0 SCPH Legacy Corp 2475 E 22nd St Cleveland OH 44115 570314409 Charitable Organization OH 501(c)(3) 12a SCHS 1 Regina Health Center 5232 Broadview Road Richfield OH 44286 341722394 Retirement Community OH 501(c)(3) 10 SCHS 1 St Vincent Charity Medical Center (SVCMC) 2351 E 22nd Street Cleveland OH 44115 340714756 Hospital OH 501(c)(3) 3 SCHS 1 St Vincent Development Foundation 2351 E 22nd St Cleveland OH 44115 271602445 Charitable Organization OH 501(c)(3) 12a SVCMC 1 Sisters of Charity Foundation of Canton (CAF) 400 Market Ave Suite 300 Canton OH 44702 341832697 Charitable Organization OH 501(c)(3) 12a SCHS 1 Healthy Learners 2749 Laurel Street Columbia SC 29204 571127197 Charitable Organization SC 501(c)(3) 10 SCHS 1 Joseph's Home 2412 Community College Avenue Cleveland OH 44115 341901676 Charitable Organization OH 501(c)(3) 10 SCHS 1 Sisters of Charity Foundation of Cleveland (CLF) 2475 E 22nd St Fourth Floor Cleveland OH 44115 341832698 Charitable Organization OH 501 (c)(3) 12a SCHS 1 Sisters of Charity Foundation of South Carolina (SCF) 2711 Middleburg Drive Suite 115 Columbia SC 29204 570708391 Charitable Organization SC 501(c)(3) 12a SCHS 1 Early Childhood Resource Center 1718 Cleveland Avenue NW Canton OH 44703 340714462 Charitable Organization OH 501(c)(3) 7 CAF 1 South Carolina Center for Fathers & Families 2711 Middleburg Drive Suite 111 Columbia SC 29204 364506347 Charitable Organization SC 501(c)(3) 7 SCF 1 Light of Hearts Villa 283 Union Street Bedford OH 44146 341619270 Charitable Organziation OH 501(c)(3) 10 SCHS 1 St John Hospital 2475 E 22nd St Cleveland OH 44115 340704504 Charitable Organization OH 501(c)(3) 12a SCHS 1 St Vincent Charity Health Campus 2475 E 22nd St Cleveland OH 44115 881728967 Medical services OH 501(c)(3) 12a SCHS 1 St Vincent Medical Group 2351 E 22nd St Cleveland OH 44115 341634990 Medical Services OH SVCMC C 1 1 SCHS Insurance Co Ltd 62 Forum Lane Grand Cayman KY1 1203 Cayman CJ 980679825 Insurance CJ SCHS C 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 St Vincent Charity Medical Center (SVCMC) a-iv 137240 Book Sisters of Charity Foundation of Cleveland (CLF) a-iv 68556 Book St Vincent Charity Medical Center (SVCMC) b 23638800 Book Sisters of Charity Foundation of Cleveland (CLF) c 21000000 Book Sisters of Charity Foundation of Canton (CAF) c 7000000 Book Sisters of Charity Foundation of South Carolina (SCF) c 7000000 Book Light of Hearts Villa l 28750 Book St Vincent Charity Medical Center (SVCMC) l 200000 Book SCPH Legacy Corp l 75000 Book Sisters of Charity Foundation of Cleveland (CLF) l 463700 Book Sisters of Charity Foundation of Canton (CAF) l 437350 Book Sisters of Charity Foundation of South Carolina (SCF) l 486000 Book Regina Health Center l 57500 Book Sisters of Charity Foundation of Cleveland (CLF) o 237328 Book St Vincent Charity Health Campus o 642168 Early Childhood Resource Center q 913129 Book Healthy Learners q 1498760 Book Sisters of Charity Foundation of Cleveland (CLF) q 1205696 Book Sisters of Charity Foundation of Canton (CAF) q 673996 Book Sisters of Charity Foundation of South Carolina (SCF) q 858490 Book Joseph's Home q 377051 Book Light of Hearts Villa q 743623 Book Regina Health Center q 1516808 Book South Carolina Center for Fathers & Families q 1147355 Book St Vincent Charity Medical Center (SVCMC) q 2688988 Book SCPH Legacy Corp q 113674 Book