Civic Intelligence

Saint Francis Health System General

EIN 75-6583874 • 501(c)3 • Tulsa, OK

Profile

Saint francis health system general professional liability trust operates to provide a pooled fund from contributions of saint francis health system, inc. (sfhs) which results in a cost effective method of controlling, reducing and protecting risks of legal liability which arise from providing care to the sick and injured.

2200 S Utica Pl Suite 550Tulsa, OK 74114

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

9th percentile

$7,849

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

95th percentile

57%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

226%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$45,190,987

Up $16,394,859 (+57%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$45,190,987

Up $16,394,859 (+57%) from 2023

Revenue

Up

$26,680,093

Up $18,491,909 (+226%) from 2023

Expenses

Down

$10,285,234

Down $3,062,420 (-23%) from 2023

Net Income

Up

$16,394,859

Up $21,554,329 (+418%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $15,125,638Liabilities 2011: $0Net Assets 2011: $15,125,6382011Assets 2012: $18,152,087Liabilities 2012: $0Net Assets 2012: $18,152,0872012Assets 2013: $15,151,871Liabilities 2013: $0Net Assets 2013: $15,151,8712013Assets 2014: $25,326,598Liabilities 2014: $0Net Assets 2014: $25,326,5982014Assets 2015: $32,286,220Liabilities 2015: $0Net Assets 2015: $32,286,2202015Assets 2016: $32,750,757Liabilities 2016: $0Net Assets 2016: $32,750,7572016Assets 2017: $25,410,501Liabilities 2017: $0Net Assets 2017: $25,410,5012017Assets 2018: $30,588,233Liabilities 2018: $0Net Assets 2018: $30,588,2332018Assets 2019: $29,253,453Liabilities 2019: $0Net Assets 2019: $29,253,4532019Assets 2020: $38,314,330Liabilities 2020: $0Net Assets 2020: $38,314,3302020Assets 2021: $35,657,077Liabilities 2021: $0Net Assets 2021: $35,657,0772021Assets 2022: $33,955,007Liabilities 2022: $0Net Assets 2022: $33,955,0072022Assets 2023: $28,796,128Liabilities 2023: $0Net Assets 2023: $28,796,1282023Assets 2024: $45,190,987Liabilities 2024: $0Net Assets 2024: $45,190,9872024

Highlighted filing

2024

Assets$45,190,987
Liabilities$0
Net Assets$45,190,987

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $5,459,244Expenses 2011: $4,603,305Net Income 2011: $855,9392011Revenue 2012: $12,038,910Expenses 2012: $9,001,920Net Income 2012: $3,036,9902012Revenue 2013: $959,885Expenses 2013: $3,970,645Net Income 2013: -$3,010,7602013Revenue 2014: $16,100,799Expenses 2014: $5,902,938Net Income 2014: $10,197,8612014Revenue 2015: $16,842,943Expenses 2015: $9,885,864Net Income 2015: $6,957,0792015Revenue 2016: $15,295,664Expenses 2016: $14,833,005Net Income 2016: $462,6592016Revenue 2017: $2,927,948Expenses 2017: $10,272,704Net Income 2017: -$7,344,7562017Revenue 2018: $16,503,694Expenses 2018: $11,337,862Net Income 2018: $5,165,8322018Revenue 2019: $10,864,992Expenses 2019: $12,205,064Net Income 2019: -$1,340,0722019Revenue 2020: $19,813,469Expenses 2020: $10,752,592Net Income 2020: $9,060,8772020Revenue 2021: $16,772,953Expenses 2021: $19,411,375Net Income 2021: -$2,638,4222021Revenue 2022: $17,816,591Expenses 2022: $19,537,585Net Income 2022: -$1,720,9942022Revenue 2023: $8,188,184Expenses 2023: $13,347,654Net Income 2023: -$5,159,4702023Revenue 2024: $26,680,093Expenses 2024: $10,285,234Net Income 2024: $16,394,8592024

Highlighted filing

2024

Revenue$26,680,093
Expenses$10,285,234
Net Income$16,394,859

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.2$0.00$45.2$26.7$10.3$16.4
2023Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$8.19$13.3$5.16
2022Detailed filing. Detailed filing data is available for this year.$34.0$0.00$34.0$17.8$19.5$1.72
2021Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$16.8$19.4$2.64
2020Summary only. Only limited summary data is available for this year.$38.3$0.00$38.3$19.8$10.8$9.06
2019Summary only. Only limited summary data is available for this year.$29.3$0.00$29.3$10.9$12.2$1.34
2018Summary only. Only limited summary data is available for this year.$30.6$0.00$30.6$16.5$11.3$5.17
2017Summary only. Only limited summary data is available for this year.$25.4$0.00$25.4$2.93$10.3$7.34
2016Summary only. Only limited summary data is available for this year.$32.8$0.00$32.8$15.3$14.8$0.46
2015Summary only. Only limited summary data is available for this year.$32.3$0.00$32.3$16.8$9.89$6.96
2014Summary only. Only limited summary data is available for this year.$25.3$0.00$25.3$16.1$5.90$10.2
2013Summary only. Only limited summary data is available for this year.$15.2$0.00$15.2$0.96$3.97$3.01
2012Summary only. Only limited summary data is available for this year.$18.2$0.00$18.2$12.0$9.00$3.04
2011Summary only. Only limited summary data is available for this year.$15.1$0.00$15.1$5.46$4.60$0.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$29,198,443
Mission and Program Overview

Mission

Saint francis health system general professional liability trust operates to provide a pooled fund from contributions of saint francis health system, inc. (sfhs) which results in a cost effective method of controlling, reducing and protecting risks of legal liability which arise from providing care to the sick and injured.

To provide cost effective methods for protecting against legal risks and liability which arise from health care services provided by SFHS and its employee professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$28,796,128$45,190,987▲ $16,394,859
Investments in Publicly Traded Securities$28,536,431$34,497,581▲ $5,961,150
Savings and Temporary Cash Investments$259,697$10,693,406▲ $10,433,709
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$28,796,128$45,190,987▲ $16,394,859
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$28,796,128$45,190,987▲ $16,394,859
Total Liabilities and Net Assets / Fund Balance$28,796,128$45,190,987▲ $16,394,859
Compensation and Service Providers

Employees

NameTitleBaseTotal
MidFirst BankTrustee$7,849$7,849

Highest Paid Contractors

ContractorServicesLocationCompensation
Davis DavisLegal Services440 Louisiana St Suite 1850, Houston, TX 77002$1,600,000
Hall Estill Hrdwch Gbl Gldn NLegal Services521 E 2nd St Suite 1200, Tulsa, OK 74120$1,545,987
Richardon Richardon Boudreauz PLLCLegal Services7447 S Lewis Ave, Tulsa, OK 74136$1,150,000
Graves Mcclain PllcLegal Services4137 S HARVARD SUITE F, Tulsa, OK 74120$908,937
Riggs Abney Neal Turpen OrbinsonLegal Services502 E 6TH ST, Tulsa, OK 74119$700,000
Revenue and Support

Revenue Composition

Contributions and Grants
$25,500,000
Program Service Revenue
$0
Investment Income
$1,180,093
Other Revenue
$0
Change in Net Assets
$16,394,859
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,277,385
Salaries, Compensation, and Employee Benefits$7,849
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$6,478,483--$6,478,483
Fees for Services Legal$1,058,380--$1,058,380
Current Officers, Directors, Trustees, and Key Employees$3,140$4,709-$7,849
Total Functional Expenses$10,280,525$4,709$0$10,285,234
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Part VI, Section A, Line 3

The organization, by its amended and restated general/professional liability loss fund trust agreement, delegates sole custody of all property comprising the assets of the General/Professional Liability Loss fund to MidFirst Bank, the trustee, and authority in respect to all property embraced within the fund as outlined in the trust agreement.

Part VI, Line 6

Saint Francis Health System, Inc. is the sole member of Saint Francis Health System General Professional Liability Trust.

Part VI, Line 7A

Saint Francis Health System, Inc., the sole member of Saint Francis Health System General Professional Liability Trust, appoints the governing body.

Part VI, Line 11B

The finance committee, a sub-committee of the board of directors of Saint Francis Health System, Inc. has access to the password protected form 990 online prior to filing with the IRS. MidFirst Bank, the trustee, also reviews all underlying monetary and factual information prior to filing with the IRS.

Part VI, Line 12C

A request for information on potential conflicts is solicited annually from Directors, Trustees and all employees that are manager level and above to monitor proposed or ongoing transactions for conflicts of interest and dealing with potential or actual conflicts. The Director, Trustees and Officer/Director with potential conflicts recuse themselves from events that would result in a conflict. Conflicts are regularly disclosed and addressed.

Part VI, Line 19

These requests are determined on a case-by-case basis.

Part VII, Section A, Line 1A

The hours per week reported on Form 990, Part VII for the trustee are the hours spent on the filing entity only.

Filing and Contact Details

Filer

Filer Name
Saint Francis Health System General
EIN
75-6583874
In Care Of
% PAULA R HAMEL
Phone
9182936861
Address
2200 S UTICA PL SUITE 550, TULSA, OK 74114

Signing Officer

Name
Paula R Hamel
Title
First VP, Midfirst
Phone
9182936861
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paula R Hamel
Formed
2000
Legal Domicile
Ok
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
2323 VICTORY AVENUE SUITE 2000, DALLAS, TX 75219
Preparer
Patrick Shields
Phone
2149698000
Supplemental Narrative

Additional Explanations

Part IX, Line 24A & B

The self-insurance benefit trust purpose is to satisfy liability claims of the Saint Francis Health System, Inc. hospital and related organizations. The accounting records are maintained in a dedicated trust accounting system. Reports are regularly obtained from this system. The trust administrators follow the rules and regulations governing the continuity and maintenance of exempt status while also carrying out the individual trustor intent. Duties include annual trust review, issuing reports, identifying charitable recipients, and making the distributions to pay the liabilities of the Saint Francis Health system, Inc. hospitals and related organizations.

Raw XML AppendixShowing 400 of 642 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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