SAINT FRANCIS HEALTH SYSTEM INC

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Plain text SAINT FRANCIS HEALTH SYSTEM INC. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/saint-francis-health-system-inc-731501972. Retrieved 2026-10-26.

APA furp.org. (n.d.). SAINT FRANCIS HEALTH SYSTEM INC [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 26, 2026, from https://furp.org/org/saint-francis-health-system-inc-731501972

MLA “SAINT FRANCIS HEALTH SYSTEM INC.” furp.org, tax years 2020–2024, https://furp.org/org/saint-francis-health-system-inc-731501972. Accessed 26 Oct. 2026.

Retrieved 2026-10-26; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $1.5M · expenses $14.2M · assets $24.8M

EIN
73-1501972
Address
6502 S YALE AVE STE 2340, TULSA, OK 74136-8329
Website
HTTPS://WWW.SAINTFRANCIS.COM
NTEE code
E210
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
August 1997 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
Foundation status
Supporting organization, 509(a)(3)
Cross-check
ProPublica Nonprofit Explorer

Mission

Saint Francis Health System, Inc.'s mission is to extend the presence and healing ministry of Christ in all we do. In keeping with Saint Francis Health System, Inc.'s mission, it operates to the ethical and religious directives for Catholic healthcare services and delivers quality healthcare to all, giving special reverence to those who are newly conceived or near death. The exempt purpose of Saint Francis Health System, Inc. is to provide management and oversight to tax-exempt and related organizations within the Saint Francis Health System, Inc.'s integrated delivery system. The organization's exempt purpose includes: integration of healthcare services, provision of common management and direction, ensuring efficient utilization of capital resources, reduction of costs of operations and elimination of duplicate services, and improving quality and accessibility of healthcare services.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

17 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Cliff Robertson PRESIDENT/CEO/DIRECTOR2021-2024 $2,411,089$8,153,377 16
Barry L Steichen VICE PRESIDENT/COO2020-2024 $1,554,280$8,007,606 14
Deborah Dage TREASURER/CFO2021-2024 $1,072,326$3,747,132 12
Michael J Lissau SECRETARY2020-2024 $824,719$3,674,565 12
Reetu Singh Senior VP, Chief Medical Officer2024 $789,020$789,020 1
Sailatha Thomas Md DIRECTOR2022-2024 $405,761$767,262 9
Collin Henry Senior VP, President Warren Clinic2024 $599,701$599,701 4
Meg Zachs Senior VP, Chief Strategy Officer2024 $573,080$573,080 1
Scott Vernon Ptacnik Senior VP, Chief Population Health Officer2024 $552,432$552,432 1
Neill Schultz VP, Finance and Revenue Cycle2024 $532,570$532,570 1
Jake Henry Jr (former) Pres./CEO/Dir. (TERM 7/1/21)2020-2021 $3,805,798$6,377,486 12
Eric E Schick (former) FORMER TREASURER/CFO2020-2023 $606,009$3,594,604 10
M Brent Dennis Md (former) FORMER DIRECTOR2020-2023 $587,571$1,760,161 2
Thomas G Neff (former) Former Secretary2020-2021 $485,426$1,066,663 9
Lynn Sund (former) Project Coordinator2020-2022 $198,730$662,986 4
Tammy Grade (former) Executive Assistant2021-2022 $127,622$263,270 1
Tammy Grade Rojo (former) Executive Assistant2023 $132,166$132,166 1

Officers and directors, no compensation reported

13 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
William R Lissau EMERITUS DIRECTOR (NON-VOTING)2020-2024 1 $0 reported 9
Mike Case DIRECTOR2020-2024 1 $0 reported 10
Mike Cooke Jd DIRECTOR2020-2024 1 $0 reported 10
Tom Cooper DIRECTOR2021-2024 1 $0 reported 9
Father Gary Kastl DIRECTOR2020-2024 1 $0 reported 9
Judy Kishner DIRECTOR/TRUSTEE2020-2024 1 $0 reported 9
John-Kelly C Warren TRUSTEE/DIRECTOR2020-2024 1 $0 reported 12
Laura Stuemkey Md DIRECTOR2022-2024 1 $0 reported 9
William K Warren Jr TRUSTEE2020-2024 1 $0 reported 9
Bishop David A Konderla TRUSTEE2020-2024 1 $0 reported 9
Jeffrey Smith TRUSTEE2020-2024 1 $0 reported 9
Charles Mcentee Md (former) Director (Term 12/22)2020-2022 1 $0 reported 3
Ashley Gable MD (former) Director (Term 5/2022)2020-2021 1 $0 reported 8

People by year

2024 · 21 people listed · 10 paid, $9.3M · 68 employees · 786 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CLIFF A ROBERTSON MD PRESIDENT/CEO/DIRECTOR33 $2,088,903$0$322,186 $2,411,08916
BARRY L STEICHEN VICE PRESIDENT/COO26 $1,374,046$0$180,234 $1,554,28014
DEBORAH D DAGE TREASURER/CFO28 $962,434$0$109,892 $1,072,32612
MICHAEL J LISSAU SECRETARY30 $720,346$0$104,373 $824,71912
Reetu Singh Senior VP, Chief Medical Officer20 $681,464$4,950$102,606 $789,0201
Collin Henry Senior VP, President Warren Clinic20 $306,275$202,826$90,600 $599,7014
Meg Zachs Senior VP, Chief Strategy Officer39 $506,518$0$66,562 $573,0801
SCOTT VERNON PTACNIK Senior VP, Chief Population Health Officer39 $473,855$0$78,577 $552,4321
Neill Schultz VP, Finance and Revenue Cycle20 $286,955$175,124$70,491 $532,5701
SAILATHA THOMAS MD DIRECTOR1 $0$382,911$22,850 $405,7619
BISHOP DAVID A KONDERLA TRUSTEE1 $0$0$0 $09
FATHER GARY KASTL DIRECTOR1 $0$0$0 $09
JEFFREY SMITH TRUSTEE1 $0$0$0 $09
JOHN-KELLY C WARREN TRUSTEE/DIRECTOR1 $0$0$0 $012
JUDY KISHNER DIRECTOR/TRUSTEE1 $0$0$0 $09
LAURA STUEMKEY MD DIRECTOR1 $0$0$0 $09
MIKE CASE DIRECTOR1 $0$0$0 $010
MIKE COOKE JD DIRECTOR1 $0$0$0 $010
TOM COOPER DIRECTOR1 $0$0$0 $09
WILLIAM K WARREN JR TRUSTEE1 $0$0$0 $09
WILLIAM R LISSAU EMERITUS DIRECTOR (NON-VOTING)1 $0$0$0 $09
2023 · 19 people listed · 8 paid, $7.7M · 65 employees · 486 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Cliff A Robertson MD President/CEO/Director33 $2,098,173$0$300,986 $2,399,15916
Barry L Steichen Vice President/COO26 $1,625,394$0$175,326 $1,800,72014
Deborah D Dage TREASURER/CFO28 $958,320$0$112,011 $1,070,33112
Michael J Lissau SECRETARY30 $0$681,073$101,924 $782,99712
ERIC E SCHICK FORMER TREASURER/CFO40 $606,009$0$0 $606,00910
M BRENT DENNIS MD FORMER DIRECTOR39 $0$542,458$45,113 $587,5712
Sailatha Thomas MD Director1 $0$337,851$23,650 $361,5019
Tammy Grade Rojo Executive Assistant40 $113,817$0$18,349 $132,1661
William R Lissau Director Emeritus1 $0$0$0 $09
John-Kelly C Warren TRUSTEE/DIRECTOR1 $0$0$0 $012
Mike Case Director1 $0$0$0 $010
Mike Cooke JD Director1 $0$0$0 $010
Judy Kishner Director/Trustee1 $0$0$0 $09
William K Warren Jr Trustee1 $0$0$0 $09
Bishop David A Konderla Trustee1 $0$0$0 $09
Father Gary Kastl Director1 $0$0$0 $09
Jeffrey Smith Trustee1 $0$0$0 $09
Tom Cooper Director1 $0$0$0 $09
LAURA STUEMKEY MD Director (Beg 8/2022)1 $0$0$0 $09
2022 · 21 people listed · 8 paid, $6.7M · 11 employees · 426 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Cliff A Robertson MD President/CEO/Director39 $1,925,421$0$293,636 $2,219,05716
Barry L Steichen Vice President/COO39 $1,488,152$0$191,005 $1,679,15714
Deborah D Dage TREASURER/CFO1 $821,905$0$121,407 $943,31212
Michael J Lissau SECRETARY1 $0$584,117$114,049 $698,16612
Eric E Schick Treasurer/CFO (Term 9/2021)1 $608,375$0$0 $608,37510
M Brent Dennis MD FORMER DIRECTOR0 $0$221,492$25,996 $247,4882
Lynn Sund Project Coordinator20 $78,315$100,777$19,638 $198,7304
Tammy Grade Executive Assistant40 $107,247$0$20,375 $127,6221
William R Lissau Director Emeritus1 $0$0$0 $09
John-Kelly C Warren TRUSTEE/DIRECTOR1 $0$0$0 $012
Mike Case Director1 $0$0$0 $010
Mike Cooke JD Director1 $0$0$0 $010
Judy Kishner Director/Trustee1 $0$0$0 $09
William K Warren Jr Trustee1 $0$0$0 $09
Bishop David A Konderla Trustee1 $0$0$0 $09
Charles McEntee MD Director (Term 12/22)1 $0$0$0 $03
Father Gary Kastl Director1 $0$0$0 $09
Jeffrey Smith Trustee1 $0$0$0 $09
Tom Cooper Director1 $0$0$0 $09
LAURA STUEMKEY MD Director (Beg 8/2022)1 $0$0$0 $09
SAILATHA THOMAS MD Director (Beg 1/2023)1 $0$0$0 $09
2021 · 22 people listed · 10 paid, $10.5M · 9 employees · 218 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jake Henry Jr Pres./CEO/Dir. (TERM 7/1/21)39 $3,759,482$0$46,316 $3,805,79812
Barry L Steichen Vice President/COO39 $1,464,798$0$188,354 $1,653,15214
Eric E Schick Treasurer/CFO (Term 9/2021)1 $1,247,675$0$54,265 $1,301,94010
Cliff Robertson PRESIDENT/CEO/DIR (BEG 7/1/21)1 $1,124,072$0$0 $1,124,07216
Michael J Lissau SECRETARY1 $0$650,648$111,398 $762,04612
Deborah D Dage TREASURER/CFO (Beg 1/2022)1 $661,163$0$0 $661,16312
Thomas G Neff Former Secretary0 $0$441,007$44,419 $485,4269
M Brent Dennis MD FORMER DIRECTOR1 $0$443,076$41,669 $484,7452
Tammy Grade Executive Assistant40 $110,697$0$24,951 $135,6481
Lynn Sund Project Coordinator10 $36,578$84,878$12,146 $133,6024
William R Lissau Director Emeritus1 $0$0$0 $09
John-Kelly C Warren TRUSTEE/DIRECTOR1 $0$0$0 $012
Mike Case Director1 $0$0$0 $010
Mike Cooke JD Director1 $0$0$0 $010
Judy Kishner Director/Trustee1 $0$0$0 $09
William K Warren Jr Trustee1 $0$0$0 $09
Bishop David A Konderla Trustee1 $0$0$0 $09
Charles McEntee MD Director1 $0$0$0 $03
Ashley Gable MD Director (Term 5/2022)1 $0$0$0 $08
Father Gary Kastl Director1 $0$0$0 $09
Jeffrey Smith Trustee1 $0$0$0 $09
Tom Cooper Director (Beg 10/2021)1 $0$0$0 $09
2020 · 18 people listed · 7 paid, $6.9M · 9 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jake Henry Jr President/CEO/Director39 $2,518,780$0$52,908 $2,571,68812
Barry L Steichen Vice President/COO39 $1,146,432$0$173,865 $1,320,29714
Eric E Schick Treasurer/CFO1 $923,696$0$154,584 $1,078,28010
Michael J Lissau SECRETARY1 $0$505,912$100,725 $606,63712
Thomas G Neff Former Secretary0 $0$515,905$65,332 $581,2379
M Brent Dennis MD FORMER DIRECTOR0 $0$390,961$49,396 $440,3572
Lynn Sund Project Coordinator10 $20,862$274,546$35,246 $330,6544
William R Lissau Director Emeritus1 $0$0$0 $09
John-Kelly C Warren TRUSTEE/DIRECTOR1 $0$0$0 $012
Mike Case Director1 $0$0$0 $010
Mike Cooke JD Director1 $0$0$0 $010
Judy Kishner Director/Trustee1 $0$0$0 $09
William K Warren Jr Trustee1 $0$0$0 $09
Bishop David A Konderla Trustee1 $0$0$0 $09
Charles McEntee MD Director1 $0$0$0 $03
Ashley Gable MD Director1 $0$0$0 $08
Father Gary Kastl Director1 $0$0$0 $09
Jeffrey Smith Trustee1 $0$0$0 $09

Highest-paid independent contractors

2024 · 5 contractors · $1.7M
NameLocationServicePaid
CUSHMAN & WAKEFIELD US INCNEW YORK, NYCOMMERCIAL REAL ESTATE SERVICES$750,000
TULSA ZOO MANAGEMENT INCTULSA, OKEMPLOYEE PARTY VENUE$394,457
ERNST & YOUNG LLPCHICAGO, ILACCOUNTING FIRM$250,871
TRACK CORE INCGRAND RAPIDS, MISOFTWARE FOR TRACKING & INVENTORY CONTROL$186,500
WITT KIEFFER INCOAK BROOK, ILRECRUITMENT$158,650
2023 · 4 contractors · $928K
NameLocationServicePaid
THE HEALTH MANAGEMENT ACADEMY LLCARLINGTON, VAExec development$389,910
TULSA ZOO MANAGEMENT INCTULSA, OKEMPLOYEE PARTY VENUE$212,929
ECG MANAGEMENT CONSULTANTS INCSEATTLE, WACONSULTING SVCS$192,785
UPTODATE INCBOSTON, MACloud Computing SVCS$132,277
2022 · 4 contractors · $634K
NameLocationServicePaid
Guidehouse IncCHICAGO, ILCONSULTING SERVICES$209,144
SMG-COX Business CenterTULSA, OKEVENTS SERVICES$189,159
Korn Ferry US IncMINNEAPOLIS, MNCONSULTING SERVICES$132,151
Sullivan Cotter Holdings IncATLANTA, GACONSULTING SERVICES$103,745
2021 · 5 contractors · $1.3M
NameLocationServicePaid
RUMBLEDRUM LLCTULSA, OKConsulting Services$428,606
Russell Reynolds Associates IncCHICAGO, ILConsulting Services$308,558
THE CATHOLIC HEALTHBUFFALO, NYHealth Care Services$241,824
SULLIVAN HEALTHCARE CONSULTING LLCORLANDO, FLMedical Consulting$202,143
AMERICAN HOSPITAL ASSOCIATION INCCHICAGO, ILHealth Care Services$149,298
2020 · 4 contractors · $1.2M
NameLocationServicePaid
Guidehouse IncCHICAGO, ILConsulting Services$406,765
Russell Reynolds Associates IncCHICAGO, ILRecruiting Services$404,800
Rumbledrum LLCTULSA, OKConsulting Services$316,320
Korn Ferry IncMINNEAPOLIS, MNRecruiting Services$113,893

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 1 grant to organizations · $100K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$1,537,691$14,161,430 $24,841,500-$3,592,528 $0$1,110,152 $5,978,83968786
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$610,551$15,438,594 $15,773,084-$7,258,816 $0$0 $5,367,89565486
2022 · Form 990 period ending 2023-06-30 · amended · view filing · original 990 ↗
$667,281$13,041,251 $24,344,544$4,370,822 $0$0 $4,930,28211426
2022 · Form 990 period ending 2023-06-30 · superseded · view filing · original 990 ↗
$667,281$13,041,251 $24,344,544$4,370,822 $0$0 $4,930,28211426
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$51,029$8,101,502 $36,212,743$21,170,854 $0$0 $4,840,9599218
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$15,628$11,351,240 $37,392,012$22,316,899 $0$0 $5,062,41690

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

7 grantors reported grants to this organization, $13,952,635 in all, tax years 2010 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
WILLIAM K WARREN MEDICAL RESEARCH CENTER INC Public charity Exact 2015-2016, 2019, 2021-2024 7$13,312,611 2024$338,949
show
TULSA COMMUNITY FOUNDATION DAF sponsor Exact 2022 1$292,835 2022$292,835
show
SKY HIGH FOR KIDS INC Public charity Exact 2022-2024 3$119,150 2024$40,000
show
SAINT FRANCIS HOSPITAL MUSKOGEE INC Public charity Exact 2020 1$100,000 2020$100,000
show
AMERICAN CANCER SOCIETY INC Public charity Exact 2020-2023 4$77,500 2023$30,000
show
OKLAHOMA SPEAKERS BALL INC Public charity Exact 2025 1$42,500 2025$42,500
show
MARCH OF DIMES INC Public charity Exact 2010 1$8,039 2010$8,039
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
MIDDLESEX HEALTH SYSTEM INCCTE21 $1,179,286$1,858,681 PRESIDENT/CEO$1,714,932 Same NTEE code E21, revenue within 2x, similar name
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PRINCETON HEALTHCARE SYSTEM INCNJE21 $1,065,801$151,467 TRUSTEE - CEO-UPHS$3,329,164 Same NTEE code E21, revenue within 2x
ALL CHILDRENS HEALTH SYSTEM INCMDE21 $829,470$817,862 CORPORATE VICE CHAIR$2,921,520 Same NTEE code E21, revenue within 2x, similar name
COPLEY HEALTH SYSTEMS INCVTE21 $1,840,251$2,860,068 CEO$588,440 Same NTEE code E21, revenue within 2x, similar name
ALBANY MED HEALTH SYSTEMNYE21 $1,211,312$903,715 CHAIRMAN OF THE BOARD$0 Same NTEE code E21, revenue within 2x
KALOS HEALTH INCNYE21 $1,127,054$1,990,437 BOARD MEMBER$0 Same NTEE code E21, revenue within 2x
ALBANY MED HEALTH SYSTEMNYE21 $2,106,911$1,998,705 President & CEO$1,845,333 Same NTEE code E21, revenue within 2x
HEALTH ALLIANCE INCNYE21 $1,455,569$1,963,067 VICE CHAIR$3,408,373 Same NTEE code E21, revenue within 2x
BUTLER HEALTH SYSTEM FOUNDATIONPAE21 $2,315,691$1,334,435 PRESIDENT & CEO$3,637,924 Same NTEE code E21, revenue within 2x
HACKENSACK MERIDIAN HEALTH INCNJE21 $1,822,524$2,066,865 TRUSTEE - PRESIDENT/CEO$4,889,690 Same NTEE code E21, revenue within 2x, similar mission
MOSAIC HEALTH CENTER INCGAE21 $1,911,979$1,335,386 EXEC DIRECTO$150,000 Same NTEE code E21, revenue within 2x
MOUNT NITTANY HEALTH SYSTEMPAE21 $1,696,604$1,696,604 EXECUTIVE VP & CFO$933,925 Same NTEE code E21, revenue within 2x
ALBANY MED HEALTH SYSTEMNYE21 $1,760,916$2,325,068 Board Member$1,207,008 Same NTEE code E21, revenue within 2x
COOPER UNIVERSITY HEALTH CAPE REGIONAL INCNJE21 $1,434,851$1,211,528 TRUSTEE - PRESIDENT/CEO CRMC$2,061,050 Same NTEE code E21, revenue within 2x, similar mission
MONUMENT HEALTH INCSDE21 $2,554,690$2,710,306 President and CEO$2,199,697 Same NTEE code E21, revenue within 2x
MEMORIAL HEALTH SYSTEMILE21 $2,264,542$4,981,947 PRESIDENT & CEO$964,060 Same NTEE code E21, revenue within 2x
UNITED HEALTH FOUNDATION INCWVE21 $945,578$919,983 President / CEO - Non-Voting$981,040 Same NTEE code E21, revenue within 2x
BAUTISTA HEALTH CARE INCCAE21 $877,058$1,203,218 CHIEF EXECUT$0 Same NTEE code E21, revenue within 2x
HIGHMARK HEALTHPAE21 $1,643,099$2,074,180 FORMER PRESIDENT & CEO$627,493 Same NTEE code E21, revenue within 2x
HIGHMARK HEALTHPAE21 $1,203,477$1,286,137 FORMER PRESIDENT AND CEO$627,493 Same NTEE code E21, revenue within 2x
HIGHMARK HEALTHPAE21 $2,942,916$59,333 BOARD MEMBER$696,996 Same NTEE code E21, revenue within 2x
GBMC HEALTHCARE INCMDE21 $2,004,884$1,289,340 DIRECTOR/CEO GBMC HEALTHCARE$1,172,384 Same NTEE code E21, revenue within 2x
SVH REAL ESTATE INCMOE21 $1,218,570$3,679,186 CEO, MINISTRY MARKET$3,058,601 Same NTEE code E21, revenue within 2x, similar mission
SANTO NINO HEALTH CENTERCAE21 $2,804,980$3,012,293 INTERNAL MEDICINE SPECIALIST$195,485 Same NTEE code E21, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
COMMUNITY FOUNDATION SANTA CRUZ COUNTY DAF sponsor$8,063,6672 12022–2024 PAJARO VALLEY HEALTHCARE DISTRICT PROJECT
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$4,549,98578 212016–2024 COMMUNITY HEALTH COUNCIL OF WYANDOTTE COUNTY INC; ST ROCK HAITI FOUNDATION LTD; PERIOD INC; MOSAIC HEALTH CENTER INC and 17 more
ROBERT A WAIDNER FOUNDATION Private foundation$4,415,1762 12020–2025 GBMC HEALTHCARE INC
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$3,060,45016 52016–2024 SANFORD HEALTH FOUNDATION OF NORTHERN MINNESOTA; RONALD MCDONALD HOUSE CHARITIES IN OMAHA INC; COMMUNITY MEMORIAL HEALTHCARE FOUNDATION; ALBANY MED HEALTH SYSTEM and 1 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$2,916,32753 162014–2024 ST ROCK HAITI FOUNDATION LTD; SANFORD HEALTH FOUNDATION OF NORTHERN MINNESOTA; FAIRVIEW FOUNDATION; IMMANUEL COMMUNITY FOUNDATION and 12 more
ERIE COMMUNITY FOUNDATION DAF sponsor$2,273,74747 22010–2024 HIGHMARK HEALTH; HIGHMARK HEALTH
KAHLERT FOUNDATION INC Private foundation$2,202,0004 12013–2016 GBMC HEALTHCARE INC
LEONA M & HARRY B HELMSLEY CHARITABLE TRUST Private foundation$2,134,6102 22023–2024 MONUMENT HEALTH INC; WEST RIVER HEALTH SERVICES FOUNDATION
CL WERNER FOUNDATION Private foundation$2,044,0886 12012–2021 RONALD MCDONALD HOUSE CHARITIES IN OMAHA INC
BRISTOL-MYERS SQUIBB FOUNDATION INC Private foundation$2,000,0002 12023–2024 PRINCETON HEALTHCARE SYSTEM INC
TROY FOUNDATION DAF sponsor$1,665,837171 12010–2024 HEALTH PARTNERS FREE CLINIC
ROBERT WOOD JOHNSON FOUNDATION Private foundation$1,550,1253 22011–2020 PRINCETON HEALTHCARE SYSTEM INC; PERIOD INC
JEWISH COMMUNAL FUND DAF sponsor$1,393,94117 32010–2022 HACKENSACK MERIDIAN HEALTH INC; ALBANY MED HEALTH SYSTEM; ALBANY MED HEALTH SYSTEM
THE LOZIER FOUNDATION Private foundation$1,190,50018 12013–2024 RONALD MCDONALD HOUSE CHARITIES IN OMAHA INC
MARSHALL COUNTY COMMUNITY DAF sponsor$1,145,33516 12009–2024 FOUNDATION OF SAINT JOSEPH REGIONAL MEDICAL CENTER INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $14,161,430 spent · pay $9,059,918 · grants $100,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $5,978,839$5,978,839-- 42.2%
Other salaries and wages $2,333,537$2,333,537-- 16.5%
Advertising and promotion $1,830,443$1,830,443-- 12.9%
Fees: management $1,422,751$1,422,751-- 10.0%
Other employee benefits $593,729$593,729-- 4.2%
Office expenses $573,957$573,957-- 4.1%
Fees: other services $516,020$516,020$0$0 3.6%
Other (as described)DUES AND LICENSES $332,998$332,998-- 2.4%
Payroll taxes $153,813$153,813-- 1.1%
Fees: lobbying $131,376$131,376-- 0.9%
Grants to US organizations and governments $100,000$100,000-- 0.7%
Travel $60,161$60,161-- 0.4%
Depreciation and depletion $50,632$50,632-- 0.4%
Fees: accounting $48,149$48,149-- 0.3%
Other (as described)MAINTENANCE $17,704$17,704-- 0.1%
Occupancy $6,811$6,811-- 0.0%
Information technology $5,948$5,948-- 0.0%
Insurance $4,562$4,562-- 0.0%
Total$14,161,430100%

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2023 · Form 990 · $15,438,594 spent · pay $12,206,288 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $5,795,790-$5,795,790- 37.5%
Pay: officers, directors, trustees, key employees $5,367,895-$5,367,895- 34.8%
Fees: management $1,227,163-$1,227,163- 7.9%
Advertising and promotion $904,516-$904,516- 5.9%
Other employee benefits $897,579-$897,579- 5.8%
Other (as described)ADMINISTRATIVE EXPENSE $555,726-$555,726- 3.6%
Fees: lobbying $146,469-$146,469- 0.9%
Payroll taxes $145,024-$145,024- 0.9%
Other (as described)DUES AND LICENSES $90,396-$90,396- 0.6%
Travel $88,696-$88,696- 0.6%
Other (as described)OTHER NON-OPERATING EXPENSE $78,731-$78,731- 0.5%
Depreciation and depletion $54,093-$54,093- 0.4%
Fees: accounting $47,048-$47,048- 0.3%
Occupancy $21,403-$21,403- 0.1%
Information technology $9,419-$9,419- 0.1%
Office expenses $8,646-$8,646- 0.1%
Total$15,438,594100%

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2022 · Form 990 · $13,041,251 spent · pay $11,238,824 · grants $9,000 · events $30,343
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $5,422,457-$5,422,457- 41.6%
Pay: officers, directors, trustees, key employees $4,930,282-$4,930,282- 37.8%
Other employee benefits $761,643-$761,643- 5.8%
Other (as described)EXECUTIVE COMP EXCISE TAX $690,000-$690,000$0 5.3%
Fees: management $469,897-$469,897- 3.6%
Other (as described)ALL OTHER EXPENSES $168,788-$168,788- 1.3%
Travel $124,696-$124,696- 1.0%
Payroll taxes $124,442-$124,442- 1.0%
Office expenses $88,192-$88,192- 0.7%
Depreciation and depletion $59,250-$59,250- 0.5%
Other (as described)EXPENSE ALLOCATION $56,412-$56,412- 0.4%
Fees: accounting $42,368-$42,368- 0.3%
Fees: lobbying $35,783-$35,783- 0.3%
Conferences, conventions and meetings $30,343-$30,343- 0.2%
Other (as described)ENTERTAINMENT $16,446-$16,446- 0.1%
Grants to US organizations and governments $9,000$9,000-- 0.1%
Advertising and promotion $8,435-$8,435- 0.1%
Fees: other services $2,817-$2,817- 0.0%
Total$13,041,251100%

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2021 · Form 990 · $8,101,502 spent · pay $8,782,201 · grants $1,000 · events $15,387
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $4,840,959-$4,840,959- 59.8%
Pay: disqualified persons $3,869,164-$3,869,164- 47.8%
Other (as described)EXECUTIVE COMP EXCISE TAX $705,000-$705,000- 8.7%
Fees: management $516,728-$516,728- 6.4%
Office expenses $100,263-$100,263- 1.2%
Fees: accounting $94,065-$94,065- 1.2%
Advertising and promotion $76,684-$76,684- 0.9%
Other employee benefits $72,078-$72,078- 0.9%
Travel $61,987-$61,987- 0.8%
Depreciation and depletion $58,508-$58,508- 0.7%
Other (as described)BUSINESS MEALS/CATERING $47,556-$47,555$0 0.6%
Fees: lobbying $37,984-$37,984- 0.5%
Conferences, conventions and meetings $15,387-$15,387- 0.2%
Fees: other services $11,591-$11,591- 0.1%
Other (as described)DUES AND LICENSES $2,250-$2,250- 0.0%
Grants to US organizations and governments $1,000$1,000-- 0.0%
All other expenses $446-$446- 0.0%
Insurance $25-$25- 0.0%
Other (as described)SFHS ALLOCATIONS -$2,410,172--$2,410,172- -29.7%
Total$8,101,502100%

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2020 · Form 990 · $11,351,240 spent · pay $10,738,037 · grants $0 · events $12,392
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $5,062,416-$5,062,416- 44.6%
Other salaries and wages $4,306,161-$4,306,161- 37.9%
Other employee benefits $1,268,083-$1,268,083- 11.2%
Fees: management $841,347-$841,347- 7.4%
Other (as described)EXECUTIVE COMP EXCISE TAX $585,000-$585,000- 5.2%
Advertising and promotion $109,981-$109,981- 1.0%
Payroll taxes $101,377-$101,377- 0.9%
Office expenses $92,191-$92,191- 0.8%
Depreciation and depletion $52,256-$52,256- 0.5%
Fees: lobbying $46,437-$46,437- 0.4%
Other (as described)BUSINESS MEALS/CATERING $19,477-$19,477- 0.2%
Fees: accounting $17,185-$17,185- 0.2%
Travel $16,259-$16,259- 0.1%
Conferences, conventions and meetings $12,392-$12,392- 0.1%
Fees: other services $1,662-$1,662- 0.0%
Other (as described)SFHS ALLOCATIONS -$1,180,984--$1,180,984- -10.4%
Total$11,351,240100%

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