Saint Francis Health System Inc

EIN: 731501972 501(c)(3) Health Care

Tulsa, OK

Total Revenue
$1,537,691
Total Expenses
$14,161,430
Total Assets
$24,841,500
Net Assets
$-3,592,528
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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
OK
Phone
9184948418
Tax Period
2024-07-01 to 2025-06-30

Saint Francis Health System Inc, founded in 1984, is a community nonprofit in the Health Care sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 152% from the prior year, signaling strong growth momentum. Expenses of $14.2M exceeded revenue, resulting in a 821% operating deficit.

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.

Program Service Accomplishments

Program 1
Expenses: $14,161,430 Revenue: $1,110,152

Saint Francis Health System, Inc. was formed as the parent entity to support an integrated delivery system as well as control and manage the activities of several nonprofit organizations. The...

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Saint Francis Health System, Inc. was formed as the parent entity to support an integrated delivery system as well as control and manage the activities of several nonprofit organizations. The principal goal of the integrated system was to bring the operations of two general acute care hospitals, a psychiatric hospital, a tax-exempt physician clinic, and other ancillary service entities and subsidiaries of directly affiliated entities under the common control of Saint Francis Health System, Inc. The nonprofit supported entities directly controlled and managed by Saint Francis Health System, Inc. are as follows: Saint Francis Hospital, Inc.; Laureate Psychiatric Clinic and Hospital, Inc.; Warren Clinic, Inc.; the Children's Hospital Foundation of Saint Francis; Saint Francis Hospital South, LLC; Saint Francis Hospital Vinita, Inc.; and Saint Francis Hospital Muskogee, Inc. Each of the organizations listed above are recognized as tax-exempt under Internal Revenue Code section 501(c)(3) and 501(a). Saint Francis Health System, Inc. has overall control and supervision of certain ancillary healthcare activities that are operated solely by the entities of which Saint Francis Health System, Inc. is the sole member. Saint Francis Health System, Inc. facilitates the creation of a comprehensive healthcare delivery system serving a geographic region consisting of Tulsa, Oklahoma, and the surrounding areas of Northeastern Oklahoma. The related entities within Saint Francis Health System, Inc. are involved in the direct provision of healthcare services. Saint Francis Health System, Inc. conducts its operations and those of its affiliates in adherence to the religious and ethical directives of the Roman Catholic Church and maintains a Catholic presence throughout its operations. It is also the intention of the Saint Francis Health System, Inc. board of trustees for the operations of Saint Francis Health System, Inc. to be charitable in nature. Saint Francis Health System, Inc. provides management and administrative services to the hospitals, clinics, and medical providers operated by Saint Francis Health System, Inc. for the promotion of health, better and improved medical care, medical research, and education for the benefit of the general public. Saint Francis Health System, Inc., in developing and supervising the operations of a healthcare delivery system and the operations of the supported affiliates, routinely charges patients of the system for their treatment. It is the policy of the hospitals and Saint Francis Health System, Inc. to treat any patient in an emergency room of the hospitals irrespective of ability to pay. GENERAL PURPOSE AND VISION Saint Francis Health System, Inc., along with its supported hospitals and clinics, share a common goal to continually improve the effectiveness and efficiency of services directed at optimizing the health status of the entire community. This common goal has been transformed into a common vision for the related entities and supported organizations. Saint Francis Hospital, Inc., Laureate Psychiatric Clinic and Hospital, Inc., Saint Francis Hospital South, LLC, Saint Francis Hospital Vinita, Inc., Saint Francis Hospital Muskogee, Inc., Warren Clinic, Inc., and all affiliated organizations have come together with Saint Francis Health System, Inc. to form a full-service, seamless health delivery system serving the communities of Tulsa, Oklahoma, and surrounding communities of eastern Oklahoma. The medical community, board, administration, and employees work together to gain regional preeminence as a leading healthcare provider while improving health status and managing per capita costs.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,110,152
Investment Income $427,539
Other Revenue $0
TOTAL REVENUE $1,537,691

Expense Breakdown

Grants Paid $100,000
Salaries & Benefits $9,059,918
Fundraising Expenses $0
Program Expenses $14,161,430
Other Expenses $5,001,512
TOTAL EXPENSES $14,161,430

Year-over-Year Comparison

2024 2023 Change
Revenue $1,537,691 $610,551 +1.5%
Expenses $14,161,430 $15,438,594 -0.1%
Net Income $-12,623,739 $-14,828,043 -0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
7
Employees
68
Volunteers
786

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$5,862,414
Total Directors
13
$2,816,850
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CLIFF A ROBERTSON MD PRESIDENT/CEO/DIRECTOR 33.0
Officer Director
$2,088,903 $322,186 $2,411,089
BISHOP DAVID A KONDERLA TRUSTEE 1.0
Director
$0 $0 $0
FATHER GARY KASTL DIRECTOR 1.0
Director
$0 $0 $0
JEFFREY SMITH TRUSTEE 1.0
Director
$0 $0 $0
JOHN-KELLY C WARREN TRUSTEE/DIRECTOR 1.0
Director
$0 $0 $0
JUDY KISHNER DIRECTOR/TRUSTEE 1.0
Director
$0 $0 $0
LAURA STUEMKEY MD DIRECTOR 1.0
Director
$0 $0 $0
MIKE CASE DIRECTOR 1.0
Director
$0 $0 $0
MIKE COOKE JD DIRECTOR 1.0
Director
$0 $0 $0
SAILATHA THOMAS MD DIRECTOR 1.0
Director
$0 $22,850 $405,761
TOM COOPER DIRECTOR 1.0
Director
$0 $0 $0
WILLIAM K WARREN JR TRUSTEE 1.0
Director
$0 $0 $0
WILLIAM R LISSAU EMERITUS DIRECTOR (NON-VOTING) 1.0
Director
$0 $0 $0
BARRY L STEICHEN VICE PRESIDENT/COO 26.0
Officer
$1,374,046 $180,234 $1,554,280
DEBORAH D DAGE TREASURER/CFO 28.0
Officer
$962,434 $109,892 $1,072,326
MICHAEL J LISSAU SECRETARY 30.0
Officer
$720,346 $104,373 $824,719
Collin Henry Senior VP, President Warren Clinic 20.0
Highest
$306,275 $90,600 $599,701
Meg Zachs Senior VP, Chief Strategy Officer 39.0
Highest
$506,518 $66,562 $573,080
Neill Schultz VP, Finance and Revenue Cycle 20.0
Highest
$286,955 $70,491 $532,570
Reetu Singh Senior VP, Chief Medical Officer 20.0
Highest
$681,464 $102,606 $789,020
SCOTT VERNON PTACNIK Senior VP, Chief Population Health Officer 39.0
Highest
$473,855 $78,577 $552,432
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,537,691 $14,161,430 $24,841,500 $-12,623,739
2024 No data No data No data No data
2023 $667,281 $13,041,251 $24,344,544 $-12,373,970
2023 $667,281 $13,041,251 $24,344,544 $-12,373,970
2022 $51,029 $8,101,502 $36,212,743 $-8,050,473
2021 $15,628 $11,351,240 $37,392,012 $-11,335,612
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