Nonprofit · EIN 61-1334601
SAINT JOSEPH HEALTH SYSTEM INC
Also known as SAINT JOSEPH MOUNT STERLING
Tax-exempt · PHOENIX, AZ 85013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,073,473,886 | $982,011,295 | $91,462,591 | $722,514,614 | $346,987,223 | $375,527,391 |
| June 30, 2024 | 990 | $1,025,649,742 | $955,507,081 | $70,142,661 | $704,528,708 | $360,849,007 | $343,679,701 |
| June 30, 2023 | 990 | $911,250,132 | $933,068,969 | -$21,818,837 | $626,947,142 | $364,961,225 | $261,985,917 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,475,730
- of which government grants
- $605,499
- Program service revenue
- $1,004,798,293
- Investment income
- $2,065,722
- Net rental income
- $3,403,095
- Net gain from sales of assets
- $2,058,587
- Net income from sales of inventory
- $74,417
- Other revenue
- $63,134,141
Expenses
- Grants and similar amounts paid
- $713,964
- Compensation of officers, directors and key employees
- $4,536,910
- Other salaries and wages
- $270,481,952
- Salaries, compensation and benefits (total)
- $336,757,464
- Professional fundraising fees
- $0
- Legal fees
- $1,444,158
- Occupancy
- $15,151,221
- Travel
- $1,310,876
- Depreciation
- $40,500,444
- Program services (functional)
- $724,038,169
- Management and general (functional)
- $257,973,126
Balance sheet and other
- Total assets, start of year
- $704,528,708
- Total assets, end of year
- $722,514,614
- Total liabilities, end of year
- $346,987,223
- Net assets, end of year
- $375,527,391
- Land, buildings and equipment
- $331,441,701
- Publicly traded securities
- $148,514
- Net assets without donor restrictions
- $375,527,391
- Gross unrelated business income
- $318,634
- Gross receipts
- $1,073,620,703
- Employees
- 4,954
- Volunteers
- 75
- Year formed
- 1998
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| T DOUGLAS LAWSON PHD | DIRECTOR/PRESIDENT SOUTH REGION (THROUGH 02/25) Trustee or director | 2 | $0 | $3,774,957 | $101,450 |
| ANTHONY HOUSTON | FORMER OFFICER Former | 0 | $357,305 | $1,345,172 | $64,890 |
| MATT GRIMSHAW | DIRECTOR/MARKET PRESIDENT Trustee or director, Officer | 20 | $11,692 | $861,549 | $80,824 |
| JUAN YANES | PRESIDENT ST JOSEPH BEREA-LONDON-MT STERLING Key employee | 55 | $810,163 | $0 | $68,967 |
| SHARON HAGER | FORMER OFFICER Former | 0 | $0 | $844,754 | $22,876 |
| DANIEL GOULSON MD | MKT SVP CMO Key employee | 55 | $731,960 | $0 | $55,022 |
| JENNIFER NOLAN | PRESIDENT FLAGET MEMORIAL HOSPITAL/INTERIM PRES. S Key employee | 25 | $638,045 | $0 | $50,862 |
| DAVID HEARNE | SECRETARY/REGION VP GENERAL COUNSEL (THRU 2/17/25) Officer | 5 | $0 | $632,398 | $39,755 |
| MELISSA BENNETT | MKT SVP CNO-COO Key employee | 55 | $598,588 | $0 | $41,192 |
| CHRISTY SPITSER | TREASURER/INTERIM MKT PRES (THROUGH 12/2024)/MKT. Trustee or director, Officer | 50 | $501,812 | $0 | $49,363 |
| SHELLEY STANKO MD | DIRECTOR/PHYSICIAN Trustee or director | 50 | $466,372 | $0 | $47,324 |
| THOMAS COBURN | DIV VP CMIO Highest-paid employee | 30 | $184,764 | $241,600 | $52,791 |
| BRETT AKERS DO | UROLOGIST Highest-paid employee | 50 | $433,383 | $0 | $35,580 |
| MUHAMMAD ALI MD | PEDIATRICIAN Highest-paid employee | 50 | $388,501 | $0 | $48,448 |
| KHALID MEMON MD | PEDIATRICIAN Highest-paid employee | 50 | $391,855 | $0 | $41,925 |
14 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MUHAMMAD NIAZI MD | ONCOLOGIST Highest-paid employee | 5 | $39,939 | $355,566 | $17,541 |
| WILLIAM GEORGE | SECRETARY/CORPORATE COUNSEL (THRU 8/19/24) Officer | 5 | $0 | $145,745 | $18,331 |
| TRICIA SHACKELFORD | SECRETARY/SYS DIRECTOR SR COUNSEL Officer | 5 | $0 | $8,846 | $34 |
| GRANETTA BLEVINS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SR ADELINE FEHRIBACH | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| WINSTON GRIFFIN | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MONICA KENNISON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DARYL LOVE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MELISSA MOORE MURPHY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KIM POTTER-BLAIR | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DANIEL RODRIQUE MD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KEVIN SMITH | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MARY-ALICHA WELDON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JANE CHILES | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 30 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| T DOUGLAS LAWSON | BOARD MEMBER/PRESIDENT SOUTH REGION Trustee or director | 2 | $0 | $3,396,538 | $218,609 |
| LARRY SCHUMACHER | BOARD MEMBER/SVP SE DIVISION (THRU 8/1/23) Trustee or director | 1 | $0 | $2,980,859 | $39,731 |
| ANTHONY HOUSTON | MARKET PRESIDENT (THRU 6/16/24) Trustee or director, Officer | 55 | $1,247,727 | $0 | $56,741 |
| DANIEL GOULSON MD | MKT SVP CMO Key employee | 55 | $708,795 | $0 | $55,681 |
| BRETT AKERS DO | UROLOGIST Highest-paid employee | 55 | $657,832 | $0 | $41,386 |
| JENNIFER NOLAN | PRESIDENT FLAGET/INTERIM PRESIDENT SAINT JOSEPH EA Key employee | 55 | $621,284 | $0 | $48,923 |
| JUAN YANES | PRESIDENT ST JOSEPH BEREA-LONDON-MT STERLING Key employee | 55 | $599,987 | $0 | $69,933 |
| SHARON HAGER | FORMER SECRETARY/DIV VP SR COUNSEL Former | 0 | $0 | $627,851 | $30,560 |
| KATHERINE LOVE | PRESIDENT SAINT JOSEPH EAST (THRU 2/17/23) Key employee | 55 | $606,670 | $0 | $13,959 |
| MELISSA BENNETT | MKT SVP CNO-COO Key employee | 55 | $579,717 | $0 | $39,724 |
| ROBERTO CARDARELLI | VP MEDICAL AFFAIRS Highest-paid employee | 55 | $506,999 | $0 | $22,485 |
| LONNIE TAYLOR | VP PATIENT CARE SERVICES-OPS Highest-paid employee | 55 | $457,710 | $0 | $29,233 |
| CHRISTY SPITSER | INTERIM REG. PRES/TREASURER/MKT VP Trustee or director, Officer | 50 | $422,813 | $0 | $50,157 |
| THOMAS COBURN | DIV VP CMIO Highest-paid employee | 50 | $420,743 | $0 | $51,928 |
| SHELLEY STANKO MD | BOARD MEMBER/PHYSICIAN Trustee or director | 50 | $423,163 | $0 | $49,273 |
| LESLIE SMART | PRESIDENT ST JOSEPH FOUND (THRU 1/6/23) Key employee | 55 | $439,798 | $0 | $14,815 |
| KHALID MEMON MD | HOSPITALIST INTERNAL MEDICINE Highest-paid employee | 55 | $408,450 | $0 | $40,528 |
| WILLIAM GEORGE | SECRETARY/CORPORATE COUNSEL Officer | 5 | $0 | $240,082 | $23,342 |
| GRANETTA BLEVINS | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| SR ADELINE FEHRIBACH | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| FR NORMAN FISCHER | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| WINSTON GRIFFIN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MARTHA JONES | IMMEDIATE PAST CHAIR/BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MONICA KENNISON | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DARYL LOVE | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MELISSA MOORE MURPHY | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| KIM POTTER-BLAIR | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DANIEL RODRIGUE MD | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| KEVIN SMITH | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MARY-ALICHA WELDON | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LARRY SCHUMACHER | BOARD MEMBER/SVP OPS SE DIVISION Trustee or director | 1 | $0 | $2,744,155 | $38,181 |
| ANTHONY HOUSTON | MARKET CEO Trustee or director, Officer | 50 | $1,023,936 | $0 | $52,292 |
| DANIEL GOULSON | MKT SVP CMO Highest-paid employee | 55 | $568,537 | $0 | $33,648 |
| JENNIFER NOLAN | PRESIDENT FLAGET & MT STERLING Key employee | 55 | $491,024 | $0 | $47,163 |
| SHARON HAGER | FORMER SECRETARY/DIV VP SR COUNSEL Former | 0 | $0 | $497,299 | $28,875 |
| JUAN YANES | PRESIDENT ST JOSEPH BEREA-LONDON-MT STERLING Key employee | 55 | $460,243 | $0 | $65,225 |
| KHALID MEMON | HOSPITALIST INTERNAL MEDICINE ALT RATE Highest-paid employee | 55 | $457,606 | $0 | $43,505 |
| MELISSA BENNETT | MKT SVP CNO-COO Highest-paid employee | 55 | $434,991 | $0 | $38,274 |
| SHELLEY STANKO MD | BOARD MEMBER Trustee or director | 2 | $72,798 | $346,003 | $46,487 |
| KATHERINE LOVE | PRESIDENT SAINT JOSEPH EAST Key employee | 55 | $428,097 | $0 | $24,086 |
| MUHAMMAD ALI | PEDIATRICIAN ADOLESCENT MED Highest-paid employee | 55 | $391,557 | $0 | $47,536 |
| CHRISTY SPITSER | TREASURER/MKT VP CFO Officer | 50 | $350,550 | $0 | $48,674 |
| BRETT AKERS | UROLOGIST Highest-paid employee | 55 | $374,300 | $0 | $10,592 |
| LESLIE SMART | PRESIDENT ST JOSEPH FOUNDATION Key employee | 55 | $357,418 | $0 | $18,791 |
| WILLIAM GEORGE | SECRETARY Officer | 5 | $0 | $203,895 | $22,430 |
| JANE CHILES | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| FR NORMAN FISCHER | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| ROBERT HEWETT | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MARTHA JONES | IMMEDIATE PAST CHAIR/BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DANIEL RODRIQUE MD | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MARY-ALICHA WELDON | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| WINSTON GRIFFIN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ADELINE FEHRIBACH | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MELISSA MOORE MURPHY | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| KIM POTTER-BLAIR | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| GRANETTA BLEVINS | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| KEVIN SMITH | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3033 N 3RD AVE, PHOENIX, AZ 85013-4447
- In care of
- % RYAN KOROSEC STAFF ACCT
- Principal officer (990 for 2024)
- MATTHEW GRIMSHAW, 3033 N 3RD AVE, PHOENIX, AZ 85013
- Signed the 990
- CHRISTY SPITSER, MARKET VP-OPERATIONAL FINANCE
- Phone
- (859) 313-1000
- Return prepared by
- COMMONSPIRIT HEALTH
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.
Program accomplishments
- SEE SCHEDULE HExpenses $724,038,169 · grants $713,964 · revenue $1,004,798,293
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 61-1334601
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $722,514,614
- Income (IRS master file)
- $1,073,620,703
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,073,473,886 | $982,011,295 | $722,514,614 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $1,025,649,742 | $955,507,081 | $704,528,708 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $911,250,132 | $933,068,969 | $626,947,142 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $906,742,107 | $917,196,201 | $872,474,588 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-1334601).
Questions about SAINT JOSEPH HEALTH SYSTEM INC
- What is the EIN of SAINT JOSEPH HEALTH SYSTEM INC?
- The employer identification number (EIN) of SAINT JOSEPH HEALTH SYSTEM INC is 61-1334601.
- Is SAINT JOSEPH HEALTH SYSTEM INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does SAINT JOSEPH HEALTH SYSTEM INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAINT JOSEPH HEALTH SYSTEM INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAINT JOSEPH HEALTH SYSTEM INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SAINT JOSEPH HEALTH SYSTEM INC?
- The 990 for the year ended June 30, 2025 names MATTHEW GRIMSHAW.
- Who are the officers and directors of SAINT JOSEPH HEALTH SYSTEM INC?
- The 990 for the year ended June 30, 2025 lists 29 people; 13 received compensation from the organization.
- How much revenue does SAINT JOSEPH HEALTH SYSTEM INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,073,473,886, expenses of $982,011,295 and total assets of $722,514,614 at year end.
Other nonprofits in PHOENIX
- BANNER HEALTH EIN 45-0233470 · last filed 990 for 2024
- DIGNITY COMMUNITY CARE EIN 81-5009488 · last filed 990 for 2025
- COMMONSPIRIT HEALTH EIN 47-0617373 · last filed 990 for 2025
- COMMONSPIRIT WASHINGTON EIN 91-0564491 · last filed 990 for 2025
- PHOENIX CHILDRENS HOSPITAL EIN 86-0422559 · last filed 990 for 2024
- DIGNITY HEALTH MEDICAL FOUNDATION EIN 68-0220314 · last filed 990 for 2025
- CHI ST LUKES HEALTH BAYLOR COLLEGE OF MEDICINE MEDICAL CENTER EIN 74-1161938 · last filed 990 for 2025
- PORT CITY OPERATING COMPANY LLC EIN 46-5322209 · last filed 990 for 2025