Roper St. Francis Healthcare

Legal name: Roper St Francis Hospital - Berkeley Inc

Nonprofit profile at a glance

EIN
263710229
IRS 990 coverage
2015–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024, Form 990-EZ 2014
Location
Summerville, SC, USA
Phone
(843) 402-CARE (2273)
Rating
70
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Hospitals and Related Primary Medical Care Facilities

Official website

Reported finances

Revenue
$152,118,799
Expenses
$114,589,036
Assets
$281,903,050
Liabilities
$11,823,960

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

32 people listed

Executive titles in this filing

  • Cheryl Dalton-Norman (Board Member (Beg 05/2024), President - Conduit Health Partners)
  • Michael Lutes (Board Member (Beg 05/2024), Richmond Market President - BSMH)
  • Joseph DeLeon (President/CEO RSFH (Beg 08/24))
  • Megan Baker MD (Interim President/CEO (End 08/24); SVP & COO (Beg 08/24))
  • Troy Powell (Regional President - RH/BH & VP Continuing Care)
  • Jeffrey DiLisi (Former President/CEO RSFH)

Highest reported compensation

  • Wael Haidar MD (Board Member, BSMH CHIEF CLINICAL OFFICER): $2,539,165 total reported compensation
  • Jeffrey DiLisi (Former President/CEO RSFH): $2,068,411 total reported compensation
  • JOSEPH GAGE JR JD (Board Member, BSMH Chief HR Officer): $1,778,346 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Roper St. Francis is a mission-driven health system that strives to care for our diverse community and improve the health of those that we serve through a spirit of charity and giving back. Department takes the lead in advocating for and responding to our neighbors’ needs through three primary activities: Demonstrating accountability for and impact of charitable contributions and staff resources through an annual Community Benefits Report (adhering to the Voluntary Hospital Association (VHA)/Catholic Health Association’s valuation methodology). Conducting a Community Health Needs Assessment and Community Health Needs Assessment Implementation Plan.

What it reported doing in 2024

Roper St. Francis Hospital - Berkeley is an affiliate of Roper St. Francis Healthcare. Roper St. Francis Hospital - Berkeley is a full-service hospital with a wide range of services, including a 24-hour emergency department, intensive care unit, oncology, infusion center, a mother and baby unit, imaging and on-site lab, orthopaedics and rehabilitation services, surgical services including robotics, and specialty services such as cardiology, endoscopy and urology. Roper St. Francis Hospital - Berkeley has an expert team dedicated to our mission of healing all people with compassion, faith and excellence. In 2024, Roper St. Francis Hospital - Berkeley contributed $3.98 million in community benefit.

Operating model

Revenue model
Other-operating. 99% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 65
  • Transparency & Controls: 79
  • Accountability: 55
  • Sustainability: 77
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 64.8%; rating input score 65
  • Program expense ratio: 86%; rating input score 86
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 77th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 23.1%; rating input score 23; 9th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 24.7%; rating input score 90; 90th percentile among comparable filings
  • Total-asset coverage ratio: 2.46; rating input score 70; 70th percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 90; 90th percentile among comparable filings
  • Officer compensation ratio: 3.4%; rating input score 32; 32nd percentile among comparable filings

Growth

  • Program expense growth: 33.4% per year; rating input score 100; 97th percentile among comparable filings
  • Revenue growth: 31.7% per year; rating input score 100; 97th percentile among comparable filings
  • Asset growth: 18.9% per year; rating input score 100; 92nd percentile among comparable filings

Details

  • What they do: 1 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 64.8% of revenue deployed · 86% of spending went to programs
  • Governance: 3 of 13 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $98.6M in reported program spending
  • Leadership: top reported pay $2.5M · 32 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 32 of 32 current checks pass
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 9 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Related organizations: 120 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 23/100.
  • Moderate — Sustainability: Officer compensation ratio scored 32/100.