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Nonprofiteer
← PROVIDENCE ST JOSEPH HEALTH

Form 990 for tax year 2022

Filed by PROVIDENCE ST JOSEPH HEALTH.

Totals

Total revenue
$55,691,256
Total expenses
$55,391,656
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$38,774,159
Management and general expenses
$16,617,497
Fundraising expenses
$0
Program service expenses (Part III)
$38,774,159

Program services were 70.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROD F HOCHMAN MD

    PRESIDENT/CEO

    Total calculated
    $12,068,289
    From this org
    $11,209,100
    From related orgs
    $0
    Other
    $859,189
    Hours/week
    61 + 4 related

    Schedule J breakdown matched by us

    Base
    $2,328,052
    Bonus
    $8,026,200
    Other
    $854,848
    Deferred
    $842,276
    Nontaxable benefits
    $16,913
    Filer's total
    $12,068,289

  • LISA VANCE

    PRESIDENT STRAT & OPS (NORTH)

    Total calculated
    $3,952,089
    From this org
    $3,578,819
    From related orgs
    $0
    Other
    $373,270
    Hours/week
    64.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $1,335,894
    Bonus
    $1,859,037
    Other
    $383,888
    Deferred
    $358,390
    Nontaxable benefits
    $14,880
    Filer's total
    $3,952,089

  • AMY COMPTON-PHILLIPS MD

    PRES. CLINICAL OPERATIONS - THRU 9/22

    Total calculated
    $3,811,361
    From this org
    $3,802,673
    From related orgs
    $0
    Other
    $8,688
    Hours/week
    62 + 3 related

    Schedule J breakdown matched by us

    Base
    $706,291
    Bonus
    $1,616,800
    Other
    $1,479,582
    Deferred
    $0
    Nontaxable benefits
    $8,688
    Filer's total
    $3,811,361

  • DEBRA CANALES

    EVP CAO PSJH

    Total calculated
    $3,808,259
    From this org
    $3,335,977
    From related orgs
    $0
    Other
    $472,282
    Hours/week
    63 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,147,661
    Bonus
    $1,738,480
    Other
    $449,836
    Deferred
    $426,885
    Nontaxable benefits
    $45,397
    Filer's total
    $3,808,259

  • BJ MOORE

    EVP/CHIEF INVESTMENT OFFICER

    Total calculated
    $3,768,235
    From this org
    $3,485,676
    From related orgs
    $0
    Other
    $282,559
    Hours/week
    63 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,008,868
    Bonus
    $2,055,960
    Other
    $420,848
    Deferred
    $267,185
    Nontaxable benefits
    $15,374
    Filer's total
    $3,768,235

  • RHONDA MEDOWS MD

    PRESIDENT POP HEALTH/AYIN

    Total calculated
    $3,320,750
    From this org
    $3,000,545
    From related orgs
    $0
    Other
    $320,205
    Hours/week
    63.5 + 1.5 related

    Schedule J breakdown matched by us

    Base
    $1,137,413
    Bonus
    $1,525,631
    Other
    $337,501
    Deferred
    $306,676
    Nontaxable benefits
    $13,529
    Filer's total
    $3,320,750

  • GREG HOFFMAN

    TREASURER/VP

    Total calculated
    $2,898,151
    From this org
    $0
    From related orgs
    $2,619,615
    Other
    $278,536
    Hours/week
    0.5 + 64.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $919,782 related
    Bonus
    $0 + $1,584,583 related
    Other
    $0 + $115,250 related
    Deferred
    $0 + $253,823 related
    Nontaxable benefits
    $0 + $24,713 related
    Filer's total
    $0 + $2,898,151 related

  • JO ANN ESCASA-HAIGH

    ASSISTANT TREASURER

    Total calculated
    $2,193,229
    From this org
    $2,157,414
    From related orgs
    $0
    Other
    $35,815
    Hours/week
    48 + 17 related

    Schedule J breakdown matched by us

    Base
    $841,148
    Bonus
    $989,404
    Other
    $326,862
    Deferred
    $27,450
    Nontaxable benefits
    $8,365
    Filer's total
    $2,193,229

  • DOUGAL HEWITT

    EVP CHIEF MISSION OFFICER PSJH

    Total calculated
    $2,187,425
    From this org
    $1,798,860
    From related orgs
    $0
    Other
    $388,565
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $717,415
    Bonus
    $843,583
    Other
    $237,862
    Deferred
    $364,075
    Nontaxable benefits
    $24,490
    Filer's total
    $2,187,425

  • MIKE BUTLER

    FRMR PRESIDENT

    Total calculated
    $1,843,534
    From this org
    $1,835,706
    From related orgs
    $0
    Other
    $7,828
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $1,835,706
    Deferred
    $7,828
    Nontaxable benefits
    $0
    Filer's total
    $1,843,534

  • JOHN WHIPPLE

    SECRETARY - THRU 5/22

    Total calculated
    $1,754,801
    From this org
    $0
    From related orgs
    $1,743,754
    Other
    $11,047
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $319,672 related
    Bonus
    $0 + $277,940 related
    Other
    $0 + $1,146,142 related
    Deferred
    $0 + $5,571 related
    Nontaxable benefits
    $0 + $5,476 related
    Filer's total
    $0 + $1,754,801 related

  • OREST HOLUBEC

    EVP CHIEF COMMUNICATION OFCR

    Total calculated
    $1,627,766
    From this org
    $1,327,235
    From related orgs
    $0
    Other
    $300,531
    Hours/week
    54.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $580,861
    Bonus
    $511,919
    Other
    $234,455
    Deferred
    $266,259
    Nontaxable benefits
    $34,272
    Filer's total
    $1,627,766

  • AARON MARTIN

    EVP CHIEF MKT/DIG INNO OFC-THRU 3/22

    Total calculated
    $1,280,855
    From this org
    $1,251,952
    From related orgs
    $0
    Other
    $28,903
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $184,310
    Bonus
    $563,795
    Other
    $503,847
    Deferred
    $6,863
    Nontaxable benefits
    $22,040
    Filer's total
    $1,280,855

  • ANNA NEWSOM

    SECRETARY (PART YEAR)

    Total calculated
    $1,026,085
    From this org
    $0
    From related orgs
    $801,000
    Other
    $225,085
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $535,718 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $215,282 related
    Deferred
    $0 + $202,914 related
    Nontaxable benefits
    $0 + $22,171 related
    Filer's total
    $0 + $1,026,085 related

  • JIM WATSON ESQ

    ASSISTANT SECRETARY

    Total calculated
    $961,626
    From this org
    $0
    From related orgs
    $837,237
    Other
    $124,389
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $466,229 related
    Bonus
    $0 + $228,525 related
    Other
    $0 + $142,483 related
    Deferred
    $0 + $98,225 related
    Nontaxable benefits
    $0 + $26,164 related
    Filer's total
    $0 + $961,626 related

  • DONALD ANDERSON JR

    ASSISTANT SECRETARY FOR ENROLLMENT

    Total calculated
    $288,175
    From this org
    $0
    From related orgs
    $256,992
    Other
    $31,183
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $219,186 related
    Bonus
    $0 + $36,718 related
    Other
    $0 + $1,088 related
    Deferred
    $0 + $13,600 related
    Nontaxable benefits
    $0 + $17,583 related
    Filer's total
    $0 + $288,175 related

  • CINDY STRAUSS

    FRMR SECRETARY

    Total calculated
    $146,754
    From this org
    $146,754
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $146,754
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $146,754

  • MARY LYONS PHD

    BOARD CHAIR

    Total calculated
    $75,936
    From this org
    $0
    From related orgs
    $75,936
    Other
    $0
    Hours/week
    1 + 26.5 related

  • RICHARD BLAIR

    DIRECTOR

    Total calculated
    $61,313
    From this org
    $0
    From related orgs
    $61,313
    Other
    $0
    Hours/week
    0.5 + 14.5 related

  • MICHAEL MURPHY

    DIRECTOR

    Total calculated
    $50,668
    From this org
    $0
    From related orgs
    $50,668
    Other
    $0
    Hours/week
    0.5 + 13.5 related

  • CHARLES SORENSON MD

    DIRECTOR

    Total calculated
    $50,000
    From this org
    $0
    From related orgs
    $50,000
    Other
    $0
    Hours/week
    0.5 + 13.5 related

  • ISIAAH CRAWFORD PHD

    DIRECTOR

    Total calculated
    $50,000
    From this org
    $0
    From related orgs
    $50,000
    Other
    $0
    Hours/week
    0.5 + 15 related

  • CHRISTINA FISHER

    DIRECTOR - THRU 11/22

    Total calculated
    $40,000
    From this org
    $0
    From related orgs
    $40,000
    Other
    $0
    Hours/week
    0.5 + 13.5 related

  • ERIC SPRUNK

    DIRECTOR

    Total calculated
    $40,000
    From this org
    $0
    From related orgs
    $40,000
    Other
    $0
    Hours/week
    0.5 + 13.5 related

  • MARY BETH KINGSTON

    DIRECTOR (PART YEAR)

    Total calculated
    $0
    Hours/week
    0.5 + 12.5 related

  • SISTER CAROL PACINI LCM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 13.5 related

  • SISTER DIANE HEJNA CSJ RN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 13.5 related

  • SISTER PHYLLIS HUGHES RSM DR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 13.5 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Tax indemnification and gross-up payments
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
PROVIDENCE EXPENSE REIMBURSEMENT PROCEDURES INCLUDE THE FOLLOWING POLICIES: FIRST CLASS TRAVEL OR CHARTER TRAVEL AIR TRAVEL IS GENERALLY REIMBURSABLE AT THE LEAST EXPENSIVE AIRFARE WHICH PERMITS DEPARTURES AND ARRIVALS AT REASONABLE TIMES AND REASONABLE DISTANCE TRAVELED. EMPLOYEES ARE ENCOURAGED TO PLAN IN ADVANCE TO GET AVAILABLE DISCOUNTS. AIRLINE FREQUENT FLYER UPGRADES WILL NEVER BE REIMBURSED. IN LIMITED SITUATIONS, FIRST CLASS TICKETS AND CHARTER MAY BE REIMBURSED WHEN APPROVED BY A SENIOR LEVEL SUPERVISOR. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS TAX INDEMNIFICATIONS OR GROSS-UP PAYMENTS - RELOCATION PROVIDENCE FOLLOWS THE FEDERAL AND STATE TAXATION LAWS RELATED TO RELOCATION EXPENSES PAID TO THE EMPLOYEE OR TO A THIRD PARTY ON THE EMPLOYEE'S BEHALF. THEY ARE CONSIDERED TAXABLE WAGES AND ARE REPORTED AS SUCH. BASED ON THE WAY PROVIDENCE HAS CHOSEN TO PAY THE RELOCATION EXPENSES, PROVIDENCE REPORTS REIMBURSEMENTS AND PAYMENTS TO VENDORS AS INCOME AND THESE EXPENSE PAYMENTS ARE REFLECTED ON THE EXECUTIVE'S FORM W-2. PROVIDENCE PROVIDES A GROSS-UP FOR THE RELOCATION BENEFITS, SO THAT A PORTION OF THE REIMBURSEMENT DOES NOT HAVE TO BE USED TO PAY TAXES, AND THIS TAX GROSS-UP IS ALSO REPORTED AS TAXABLE INCOME. THE AMOUNTS REPORTED FOR THESE GROSS-UP PAYMENTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION ON THE FORM 990. TAX INDEMNIFICATIONS OR GROSS-UP PAYMENTS - FINANCIAL/RETIREMENT PLANNING PROVIDENCE FOLLOWS THE FEDERAL AND STATE TAXATION LAWS RELATED TO FINANCIAL AND RETIREMENT PLANNING EXPENSES PAID TO THE EMPLOYEE OR TO A THIRD PARTY ON THE EMPLOYEE'S BEHALF. THEY ARE CONSIDERED TAXABLE WAGES AND ARE REPORTED AS SUCH. BASED ON THE WAY PROVIDENCE HAS CHOSEN TO PAY THESE OTHER EXPENSES, PROVIDENCE REPORTS REIMBURSEMENTS AND PAYMENTS TO VENDORS AS INCOME AND THESE EXPENSE PAYMENTS ARE REFLECTED ON THE EXECUTIVE'S FORM W-2. PROVIDENCE PROVIDES A GROSS-UP FOR THIS BENEFIT, SO THAT A PORTION OF THE PAYMENT DOES NOT HAVE TO BE USED TO PAY TAXES, AND THIS TAX GROSS-UP IS ALSO REPORTED AS TAXABLE INCOME. THE AMOUNTS REPORTED FOR THESE GROSS-UP PAYMENTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION ON THE FORM 990. PERSONAL SERVICES PROVIDENCE OFFERS FINANCIAL PLANNING SERVICES AS AN OPTIONAL BENEFIT TO EMPLOYEES AT VICE PRESIDENT LEVEL AND ABOVE. THE AMOUNTS REPORTED FOR THE FINANCIAL PLANNING SERVICES ARE INCLUDED AS TAXABLE INCOME ON SCHEDULE J, PART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION ON THE FORM 990 FOR THE EMPLOYEES WHO PARTICIPATE.
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING 2022: AMY COMPTON-PHILLIPS, M.D. - $325,280 MIKE BUTLER - $1,835,706 JOHN WHIPPLE - $186,674 ENTITIES WITHIN THE PROVIDENCE SYSTEM SPONSOR NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS FOR CERTAIN EXECUTIVES. THE PLANS PROVIDE FOR EMPLOYER CONTRIBUTIONS BASED ON A PERCENTAGE OF EXECUTIVE BASE SALARY AND, DEPENDING ON THE PLAN, ARE SUBJECT TO EITHER A THREE YEAR, AGE 59 1/2 OR A FIVE YEAR, AGE 65 VESTING SCHEDULE. UNTIL THE EXECUTIVE PROVIDES THESE SUBSTANTIAL FUTURE SERVICES, THESE SUPPLEMENTAL RETIREMENT CONTRIBUTIONS ARE AT RISK, AND WILL BE FORFEITED IF THE EXECUTIVE LEAVES THE ORGANIZATION BEFORE REACHING HER OR HIS VESTING DATE. THE SUPPLEMENTAL RETIREMENT CONTRIBUTIONS ARE INCLUDED IN COLUMN (C) AS A NONTAXABLE BENEFIT IN THE YEAR THE CONTRIBUTION IS CREDITED TO THE EXECUTIVE'S ACCOUNT, AND ARE INCLUDED AGAIN ON THE FORM 990 IN COLUMN (B)(III) IF AND WHEN THE AMOUNT BECOMES VESTED IN A FUTURE YEAR, AS THE FORM 990 REQUIRES. THE FOLLOWING INDIVIDUALS RECEIVED A PAYOUT DURING THE CURRENT YEAR: ROD F. HOCHMAN, M.D. - $789,390 LISA VANCE - $325,963 AMY COMPTON-PHILLIPS, M.D. - $1,007,563 DEBRA CANALES - $396,202 BJ MOORE - $415,491 RHONDA MEDOWS, M.D. - $279,201 GREG HOFFMAN - $89,848 JO ANN ESCASA-HAIGH - $284,024 DOUGAL HEWITT - $192,301 JOHN WHIPPLE - $855,652 OREST HOLUBEC - $193,924 AARON MARTIN - $254,278 JIM WATSON, ESQ - $119,387
PART I, LINE 7
NON-FIXED PAYMENTS THE PROVIDENCE EXECUTIVE COMPENSATION COMMITTEE (OF THE BOARD) HAS APPROVED AN EXECUTIVE COMPENSATION PHILOSOPHY THAT CLOSELY TIES AN EXECUTIVE'S COMPENSATION TO PERFORMANCE - BOTH THE PERFORMANCE OF THE ORGANIZATION AND THE PERFORMANCE OF THE EXECUTIVE. THERE IS NO GUARANTEE THAT THIS PART OF A LEADER'S COMPENSATION WILL BE PAID - IF THE PERFORMANCE OF THE ORGANIZATION OR OF THE INDIVIDUAL DOES NOT MEET THE PERFORMANCE STANDARDS FOR PAYMENT, NO PERFORMANCE-BASED PAYMENT IS MADE. THIS APPROACH IS REFLECTED IN PROVIDENCE'S LEADERSHIP ANNUAL INCENTIVE PLAN AND LONG-TERM INCENTIVE PLAN, WHICH ARE PERFORMANCE-BASED ANNUAL INCENTIVE PLANS THAT AFFORD PARTICIPATING EXECUTIVES THE OPPORTUNITY TO EARN "AT RISK" COMPENSATION THROUGH PERFORMANCE AGAINST VERY CHALLENGING GOALS. PAYOUTS WILL BE AWARDED BASED ON GOALS RELATED TO STRATEGIC OBJECTIVES, FISCAL STEWARDSHIP AND QUALITY OF CARE - THESE GOALS ARE SET BEFORE THE YEAR BEGINS AND ARE VERY CHALLENGING. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS AND APPROVES EACH YEAR'S PERFORMANCE GOALS TO MAKE SURE THEY ARE SUFFICIENTLY CHALLENGING, AND TO MAKE SURE THE GOALS ARE DESIGNED TO HELP PROVIDENCE MEET ITS MISSION AND STRATEGIC PURPOSES. EACH YEAR THE PSJH BOARD EXECUTIVE COMPENSATION COMMITTEE REVIEWS THE INCENTIVE PERFORMANCE AND MUST CERTIFY THE ACHIEVEMENT OF PERFORMANCE GOALS BEFORE ANY AWARDS ARE PAID OUT. WHEN REVIEWING AND APPROVING TOTAL COMPENSATION FOR EXECUTIVES, THE EXECUTIVE COMPENSATION COMMITTEE INCLUDES INCENTIVE AWARDS, TO MAKE SURE THAT COMPENSATION IS REASONABLE AND WELL-SUPPORTED BY MARKET DATA. THE COMMITTEE CONSISTS ONLY OF DIRECTORS WHO ARE FREE OF CONFLICTS OF INTEREST, AND THE COMMITTEE RELIES ON MARKET SURVEY DATA GATHERED BY AN INDEPENDENT CONSULTANT. THE COMMITTEE CONDUCTS THIS REVIEW AND APPROVAL PROCESS IN A MANNER THAT IS IN ACCORDANCE WITH IRS REQUIREMENTS FOR COMPENSATION OF TAX-EXEMPT ORGANIZATION LEADERS, AND IN ACCORDANCE WITH THE BEST GOVERNANCE PRACTICES IN THE INDUSTRY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202303199349303415

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