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Nonprofiteer
← ST JOSEPH HEALTH SYSTEM FOUNDATION

Form 990 for tax year 2024

Filed by ST JOSEPH HEALTH SYSTEM FOUNDATION.

Totals

Total revenue
$21,869,539
Total expenses
$22,879,806
Contributions and grants received
$13,452,988
Grants paid
$20,500,662
Program service revenue
$0
Investment income
$8,416,551
Other revenue
$0
Total assets, end of year
$132,341,442
Total liabilities, end of year
$40,390,666
Net assets or fund balances, end of year
$91,950,776
Program services expenses (Part IX)
$20,500,662
Management and general expenses
$2,379,144
Fundraising expenses
$0
Program service expenses (Part III)
$20,500,662

Program services were 89.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $13,452,988

  • 3 · Investment income

    total $4,713,780 · unrelated business $9,469 · excluded $4,704,311

  • 7a · Gross sales of assets other than inventory

    securities $4,180,581

  • 7b · Less cost or other basis and sales expenses

    securities $477,810

  • 7c · Gain or loss

    securities $3,702,771

  • 7d · Net gain or loss

    total $3,702,771 · excluded $3,702,771

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $20,500,662 · program services $20,500,662

  • 11a · Fees: management

    total $1,304,875 · management and general $1,304,875

  • 11f · Fees: investment management

    total $342,599 · management and general $342,599

  • 11g · Fees: other

    total $730,672 · management and general $730,672

  • 17 · Travel

    total $517 · management and general $517

  • 24a · Other expenses: LICENSES AND TAXES

    total $400 · management and general $400

  • 24b · Other expenses: SPECIAL EVENTS

    total $81 · management and general $81

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $125,591,304 · end of year $132,341,442

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,563 · end of year $1,570,000

  • 25 · Other liabilities

    beginning of year $18,342,008 · end of year $38,820,666

  • 27 · Net assets without donor restrictions

    beginning of year $107,244,733 · end of year $91,950,776

Mission and programs · 2024

Mission

AS EXPRESSIONS OF GOD'S HEALING LOVE, WITNESSED THROUGH THE MINISTRY OF JESUS, WE ARE STEADFAST IN SERVING ALL, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.

Activities or mission (Part I)

SEE SCHEDULE O

  • SEE SCHEDULE OAT PROVIDENCE, WE USE OUR VOICE TO ADVOCATE FOR VULNERABLE POPULATIONS AND NEEDED REFORMS IN HEALTH CARE. WE ARE ALSO PURSUING INNOVATIVE WAYS TO TRANSFORM HEALTH CARE BY KEEPING PEOPLE HEALTHY, AND MAKING OUR SERVICES MORE CONVENIENT, ACCESSIBLE AND AFFORDABLE FOR ALL. IN AN INCREASINGLY UNCERTAIN WORLD, WE ARE COMMITTED TO HIGH-QUALITY, COMPASSIONATE HEALTH CARE FOR EVERYONE - REGARDLESS OF COVERAGE OR ABILITY TO PAY. WE HELP PEOPLE AND COMMUNITIES BENEFIT FROM THE BEST HEALTH CARE MODEL FOR THE FUTURE - TODAY.TOGETHER, OUR 125,000 CAREGIVERS (ALL EMPLOYEES) SERVE IN 51 HOSPITALS, 1,014 CLINICS AND A COMPREHENSIVE RANGE OF HEALTH AND SOCIAL SERVICES ACROSS ALASKA, CALIFORNIA, MONTANA, NEW MEXICO, OREGON, TEXAS AND WASHINGTON. THE PROVIDENCE AFFILIATE FAMILY INCLUDES:-PROVIDENCE ACROSS FIVE WESTERN STATES-COVENANT HEALTH IN WEST TEXAS AND NEW MEXICO-FACEY MEDICAL GROUP IN LOS ANGELES, CA-KADLEC IN SOUTHEAST WASHINGTON-PACIFIC MEDICAL CENTERS IN SEATTLE, WA-SWEDISH HEALTH SERVICES IN SEATTLE, WAIN 2024, PROVIDENCE MINISTRIES AND AFFILIATES PROVIDED $1.9 BILLION IN COMMUNITY BENEFIT PROGRAMS. THIS INCLUDES FREE AND DISCOUNTED CARE, UNCOMPENSATED AND SUBSIDIZED CARE, AND OTHER COMMUNITY HEALTH ACTIVITIES.ONE OF THESE VITAL PROGRAMS, MEDICAID, IS A LIFELINE FOR MILLIONS OF INDIVIDUALS, INCLUDING SENIORS, CHILDREN, PREGNANT PATIENTS, THOSE WITH DISABILITIES AND VETERANS. WE ARE GRATEFUL TO EVERYONE IN OUR COMMUNITIES WHO HAS JOINED US IN ADVOCATING FOR CONTINUED FUNDING AND EXPANSION OF THIS PROGRAM. TOGETHER, WE ARE HELPING TO ENSURE MORE PEOPLE HAVE ACCESS TO NEEDED CARE. FOR MORE INFORMATION GO TO: HTTPS://WWW.PROVIDENCE.ORG/ABOUT/ANNUAL-REPORT THROUGH OUR COMMUNITY BENEFIT PROGRAMS, WE FOCUS ON MEETING THE DIVERSE NEEDS OF THROUGH OUR COMMUNITY BENEFIT PROGRAMS, WE FOCUS ON MEETING THE DIVERSE NEEDS OF THE PEOPLE WE SERVE BY WORKING TO ENSURE BASIC HEALTH NEEDS ARE MET, REMOVING BARRIERS TO CARE, BUILDING COMMUNITY RESILIENCE AND INNOVATING FOR THE FUTURE. PROVIDENCE CONTINUES TO WORK TOWARDS CARBON NEGATIVE AND IN 2024 DECREASED EMISSIONS BY 19 PERCENT COMPARED TO OUR 2019 BASELINE. OUR EFFORTS EARNED US A SYSTEM RECORD 55 ENVIRONMENTAL EXCELLENCE AWARDS FROM PRACTICE GREENHEALTH AND MADE US THE FIRST LARGE SYSTEM TO RECEIVE THE JOINT COMMISSION'S SUSTAINABLE HEALTHCARE CERTIFICATION IN 2024 FOR EACH OF OUR HOSPITALS.THE PEOPLE WE SERVE BY WORKING TO ENSURE BASIC HEALTH NEEDS ARE MET, REMOVING BARRIERS TO CARE, BUILDING COMMUNITY RESILIENCE AND INNOVATING FOR THE FUTURE. PROVIDENCE CONTINUES TO WORK TOWARDS CARBON NEGATIVE AND IN 2024 DECREASED EMISSIONS BY 19 PERCENT COMPARED TO OUR 2019 BASELINE. OUR EFFORTS EARNED US A SYSTEM RECORD 55 ENVIRONMENTAL EXCELLENCE AWARDS FROM PRACTICE GREENHEALTH AND MADE US THE FIRST LARGE SYSTEM TO RECEIVE THE JOINT COMMISSION'S SUSTAINABLE HEALTHCARE CERTIFICATION IN 2024 FOR EACH OF OUR HOSPITALS.REALIZING OUR MISSIONESTABLISHED IN 1985, THE ST. JOSEPH COMMUNITY PARTNERSHIP FUND (THE FUND) WAS THE VISION OF THE SISTERS OF ST. JOSEPH OF ORANGE WITH A MISSION TO SERVE AS AN EXTENSION OF CHRIST'S HEALING MINISTRY, BY PROVIDING FUNDING AND ASSISTANCE FOR IMPROVING THE HEALTH AND WELLBEING OF THE ECONOMICALLY POOR AND UTILIZING THE STRENGTHS AND DIVERSITY OF OUR NEIGHBORS TO BUILD VIBRANT COMMUNITIES. THE FUND INVESTS IN COLLABORATIVE RELATIONSHIPS THAT TRANSFORM COMMUNITIES FOR LASTING IMPACT. OUR PURPOSE-DRIVEN PARTNERSHIPS PRIORITIZE UNDER RESOURCED INDIVIDUALS AND COMMUNITIES AND CENTER ON ADDRESSING SYSTEMIC CHALLENGES AND FOSTERING MEANINGFUL, LONG-LASTING CHANGE. THIS IS ACCOMPLISHED BY MANAGING AND ALLOCATING RESOURCES TO COMMUNITIES AND PARTNERS OF GOODWILL ENGAGED IN INNOVATIVE AND EFFECTIVE INITIATIVES TO SERVE THE COMMON GOOD. PROGRAM SERVICE ACCOMPLISHMENTS THE FUND'S ORGANIZATIONAL COMMITMENT BELIEVES WE HAVE A SOCIAL RESPONSIBILITY AND A MORAL OBLIGATION TO RESPOND TO THE NEEDS OF THE MOST IMPACTED AND VULNERABLE COMMUNITIES SERVED BY OUR MINISTRIES. IN 1986, ST. JOSEPH HEALTH (SJH) CREATED A PLAN AND BEGAN AN EFFORT TO FURTHER ITS COMMITMENT TO NEIGHBORS IN NEED. WITH A VISION OF REACHING BEYOND THE WALLS OF ITS HEALTHCARE FACILITIES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FREE CARE FOR THOSE IN NEED OF ACUTE CARE SERVICES, SJH CREATED THE ST. JOSEPH COMMUNITY PARTNERSHIP FUND (THE FUND) TO IMPROVE THE LIVES OF OUR MOST IMPACTED COMMUNITIES RESIDING IN ITS LOCAL COMMUNITIES. THE FUND HAS CONTRIBUTED OVER $350 MILLION TOWARD PROGRAMS THAT ADDRESS THE HEALTH AND WELL-BEING OF RESIDENCE, NEIGHBORHOODS, AND COMMUNITIES THROUGH NON-PROFIT STEWARDSHIP SURROUNDING THE HOSPITALS. THROUGH THE FUND'S STRATEGIC GRANT MAKING PROGRAMS, SIGNIFICANT OUTCOMES HAVE BEEN ACHIEVED IN COMMUNITY HEALTH SETTINGS AND CLINICS, NONPROFIT ORGANIZATIONS, AND LOCAL SJH HOSPITAL MINISTRIES. THE FUND HAS A NUMBER OF FUNDING INITIATIVES ACROSS FOUR KEY AREAS: DISASTER RESPONSE AND RESILIENCE, LIFELONG EDUCATION THAT OPENS DOORS, POSITIVE CHANGE THROUGH COMMUNITY POWER AND COMMUNITY HEALING AND RESILIENCE.POSITIVE CHANGE THROUGH COMMUNITY POWER THE COMMUNITY BUILDING INITIATIVE THE COMMUNITY BUILDING INITIATIVE (CBI) WAS CREATED IN 2000 AS A MAJOR COMMITMENT TO MEETING THE FUND'S MISSION. THE FUND'S DESIRED LONG-TERM VISION FOR ITS COMMUNITY BUILDING INITIATIVE IS THE DEVELOPMENT OF RESIDENT-BASED CAPACITY TO DETERMINE AND IMPLEMENT POSITIVE CHANGE IN DISENFRANCHISED AND MARGINALIZED COMMUNITIES. THIS CAPACITY IS DEVELOPED THROUGH A COACHING MODEL TO BUILD NEIGHBORHOOD'S CAPACITY TO ACT ON THEIR OWN BEHALF TO ADDRESS UPSTREAM CONDITIONS THAT PERPETUATE HEALTH, SOCIAL, AND ECONOMIC DISPARITIES. THROUGH CBI, IT HAS INSPIRED AND GENERATED OTHER INITIATIVES ACROSS THE FUND CENTERED ON COMMUNITY POWER BUILDING LEARNINGS AND VALUES. INTERSECTIONS INITIATIVE THE FUND HAVE BEEN WORKING TO EXPLORE A PATH FOR ADVANCING UPSTREAM, HEALTH EQUITY-DRIVEN EFFORTS ACROSS PROVIDENCE-ST. JOSEPH HEALTH HOSPITAL PARTNERS. SINCE 2017, THE INTERSECTIONS INITIATIVE HAS SUPPORTED LOCAL PARTNERSHIPS IN SEVEN CALIFORNIA COMMUNITIES. THROUGH INTERSECTIONS, PARTNERS BUILD CAPACITY WITHIN ORGANIZATIONS, COALITIONS, AND AMONG DECISION-MAKERS TO ADVANCE UPSTREAM SOLUTIONS TO HEALTH AND WELLNESS IN THEIR COMMUNITIES. THE INTERSECTIONS INITIATIVE HAS NOW EXPANDED TO WASHINGTON STATE TO INVEST IN REGIONAL NONPROFITS AND COLLABORATIVES, MOST SPECIFICALLY IN COMMUNITIES IMPACTED BY GENTRIFICATION AND DISPLACEMENT. THE APPROACH WILL INCLUDE ENGAGEMENT WITH TOPICAL EXPERTS IN THE AREAS OF BUILT ENVIRONMENT AND LAND USE, ECONOMIC OPPORTUNITY, SAFE AND WELCOMING COMMUNITIES, HEALTH EQUITY AND RACIAL JUSTICE TO UNDERSTAND THE ROOT CAUSE OF POOR HEALTH AND TRAUMA IN COMMUNITIES. DISASTER RESPONSE AND RESILIENCE INITIATIVE THE FUND UNDERSTANDS THAT HUMAN-CAUSED, ENVIRONMENTAL AND NATURAL DISASTERS POSE A SIGNIFICANT THREAT TO THE LIVELIHOOD OF COMMUNITIES, ESPECIALLY THOSE DISPROPORTIONATELY IMPACTED BY STRUCTURAL AND INSTITUTIONAL RACISM. THEREFORE, OUR FOCUS IS ON THE LONG-TERM RECOVERY OF THE PHYSICAL, MENTAL, SPIRITUAL, AND EMOTIONAL HEALTH OF POOR AND MARGINALIZED COMMUNITIES THAT OFTEN SUFFERS THE MOST FOLLOWING A DISASTER. RECOGNIZING THE RISING FREQUENCY AND SEVERITY OF DISASTERS, THE FUND PIVOTED TO PROVIDE TRUSTED DISASTER RELIEF NONPROFITS WITH UNRESTRICTED GRANTS TO ENABLE THEM TO RESPOND SWIFTLY, INNOVATE SOLUTIONS, LEVERAGE RESOURCES, AND SUSTAIN A PRESENCE IN VULNERABLE COMMUNITIES. THE FUND IS POSITIONING ITSELF AS A PRIMARY FUNDER DURING EMERGENCIES AND ENSURING TIMELY ASSISTANCE FOR AFFECTED COMMUNITIES. EDUCATION INITIATIVE THE EDUCATION INITIATIVE IS A TARGETED INVESTMENT STRATEGY WITH FOCUS AREAS CENTERED ON THE SCHOOL-TO-PRISON PIPELINE, PRENATAL TO THREE, AND COMMUNITY WELLNESS, SAFETY, AND LIBERATION EDUCATION. THE FUND WILL SCALE THE WORK CENTERED ON HEALING-CENTERED CAPACITY BUILDING SO COMMUNITIES CAN SUSTAIN TRANSFORMATIVE MOVEMENTS. THROUGH TECHNICAL ASSISTANCE, COACHING, OR OTHER CAPACITY BUILDING OFFERINGS, THE FUND IS UPLIFTING NONPROFIT LEADERS AND STAFF WORKING WITHIN THE REALMS OF SUPPORTING CHILDREN, YOUTH, FAMILIES, AND WHOLE COMMUNITIES.COMMUNITY HEALING AND RESILIENCE INITIATIVE THE COMMUNITY HEALING AND RESILIENCE INITIATIVE IS FOCUSED ON COLLECTIVE HEALING WITHIN COMMUNITY AS AN ESSENTIAL PRECONDITION TOWARDS FORGING SUSTAINABLE AND MEANINGFUL POWER BUILDING. THROUGH PARTNERSHIPS WITH VARIOUS COMMUNITY-BASED ORGANIZATIONS, WE WILL EXPLORE AND LEARN ABOUT THE IMPACT OF INTERNAL HEALING, ORGANIZATIONAL HEALING, AND COMMUNITY HEALING THAT CONTRIBUTES TO THE ECOSYSTEM OF THE SOCIAL IMPACT FIELD AND HOW HARM IS MANIFESTED WITHIN THE NONPROFIT INDUSTRIAL COMPLEX.

    Expenses $20,500,662 · Grants $20,500,662

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dougal Hewitt

    DIRECTOR

    Total calculated
    $2,529,011
    From this org
    $0
    From related orgs
    $2,303,958
    Other
    $225,053
    Hours/week
    0.5 + 64.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $776,919 related
    Bonus
    $0 + $1,296,353 related
    Other
    $0 + $230,686 related
    Deferred
    $0 + $218,632 related
    Nontaxable benefits
    $0 + $6,421 related
    Filer's total
    $0 + $2,529,011 related

  • Jim Watson Esq

    SECRETARY

    Total calculated
    $1,084,453
    From this org
    $0
    From related orgs
    $955,923
    Other
    $128,530
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $494,455 related
    Bonus
    $0 + $358,832 related
    Other
    $0 + $102,636 related
    Deferred
    $0 + $110,879 related
    Nontaxable benefits
    $0 + $17,651 related
    Filer's total
    $0 + $1,084,453 related

  • Jo Ann Escasa-Haigh

    FRMR EVP/ASSISTANT TREASURER

    Total calculated
    $879,466
    From this org
    $0
    From related orgs
    $879,466
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $879,466 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $879,466 related

  • Paul Montgomery

    DIRECTOR/CFO/TREASURER

    Total calculated
    $877,343
    From this org
    $0
    From related orgs
    $776,508
    Other
    $100,835
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $407,201 related
    Bonus
    $0 + $274,031 related
    Other
    $0 + $95,276 related
    Deferred
    $0 + $84,637 related
    Nontaxable benefits
    $0 + $16,198 related
    Filer's total
    $0 + $877,343 related

  • Nwando Anyaoku MD

    DIRECTOR

    Total calculated
    $772,609
    From this org
    $0
    From related orgs
    $740,287
    Other
    $32,322
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $428,403 related
    Bonus
    $0 + $265,810 related
    Other
    $0 + $46,074 related
    Deferred
    $0 + $18,113 related
    Nontaxable benefits
    $0 + $14,209 related
    Filer's total
    $0 + $772,609 related

  • Gabriela Robles

    PRESIDENT/CEO

    Total calculated
    $441,273
    From this org
    $0
    From related orgs
    $374,528
    Other
    $66,745
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $285,887 related
    Bonus
    $0 + $62,812 related
    Other
    $0 + $25,829 related
    Deferred
    $0 + $55,300 related
    Nontaxable benefits
    $0 + $11,445 related
    Filer's total
    $0 + $441,273 related

  • Judy Wagner

    DIRECTOR - THRU 12/31/24

    Total calculated
    $306,337
    From this org
    $0
    From related orgs
    $279,088
    Other
    $27,249
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $263,481 related
    Bonus
    $0 + $13,101 related
    Other
    $0 + $2,506 related
    Deferred
    $0 + $21,409 related
    Nontaxable benefits
    $0 + $5,840 related
    Filer's total
    $0 + $306,337 related

  • Joe Lumarda

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Mary Anne Foo

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Alissa Abodo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Ava Steaffens

    DIRECTOR - THRU 2/24

    Total calculated
    $0
    Hours/week
    0.5

  • Donna Logan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Elaine Couture

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Sister Jayne Helmlinger Csj

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

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, and on a Form 990-PF Part VIII's — 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

  • 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. THESE REIMBURSEMENTS ARE NOT REPORTED AS TAXABLE COMPENSATION. 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. THIS BENEFIT IS CONSIDERED A TAXABLE BENEFIT AND IS INCLUDED ON THE EMPLOYEE'S FORM W2. 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, LINE 3
DESCRIPTION OF PROCESS TO REVIEW COMPENSATION PAID TO TOP MANAGEMENT OFFICIAL THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER/TOP MANAGEMENT OFFICIAL IS PAID BY A RELATED TAX-EXEMPT ORGANIZATION, PROVIDENCE HEALTH & SERVICES - WASHINGTON, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A FOR THE PROCESS USED BY PROVIDENCE.
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING 2024: JO ANN ESCASA-HAIGH - $879,466 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: DOUGAL HEWITT - $180,324 JIM WATSON, ESQ - $77,014 PAUL MONTGOMERY - $67,945 NWANDO ANYAOKU, M.D.- $34,563
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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • 20TH STREET SURGERY LLC

    AMBULATORY SURGERY CENTER · CA

  • BRIDGEPORT MEDICAL IMAGING LLC (BMI)

    IMAGING - DIAGNOSTICS · OR · general or managing partner

  • BROADWAY IMAGING LLC

    MEDICAL IMAGING · MT · general or managing partner

  • CANBY MEDICAL CENTER I LLC

    REAL ESTATE - MOB · OR · general or managing partner

  • CENTER FOR MEDICAL IMAGING LLC (CMI)

    IMAGING - DIAGNOSTICS · OR · general or managing partner

  • CLACKAMAS RADIATION ONCOLOGY CENTER LLC

    RADIATION ONCOLOGY · OR · general or managing partner

  • COMPREHENSIVE IMAGING PARTNERS OF ORANGE COUNTY

    HEALTHCARE · CA · general or managing partner

  • COVENANT HIGH PLAINS SURGERY CENTER LLC

    HEALTHCARE · TX · general or managing partner

  • COVENANT PARK PHASE I VENTURE LLC

    REAL ESTATE · TX

  • CSS JV LLC

    AMBULATORY SURGERY CENTER · OR

  • FIRST HILL SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · WA · general or managing partner

  • FULLERTON SURGICAL CENTER LP

    AMBULATORY SURGERY CENTER · CA · general or managing partner

  • GREATER VALLEY MEDICAL BUILDING LP

    REAL ESTATE - MOB · CA · general or managing partner

  • HERITAGE INVESTMENT GROUP I LLC

    INVESTMENTS · CA

  • IMAGING ASSOCIATES LLC

    MEDICAL IMAGING · AK · general or managing partner

  • LSC REAL PROPERTY LLC

    REAL ESTATE · TX · general or managing partner

  • METHODIST DIAGNOSTIC IMAGING

    HEALTHCARE · TX · general or managing partner

  • MISSION VIEJO PARTNERS II LLC

    REAL ESTATE - MOB · CA · general or managing partner

  • NORTH OC IMAGING JV HOLDINGS LLC

    HEALTHCARE · CA

  • OREGON ADVANCED IMAGING LLC

    MEDICAL IMAGING · OR · general or managing partner

  • PAVILION SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · CA

  • PERFORMANCE MEDICAL EQUIPMENT & RESPIRATORY SERVICES LLC

    MEDICAL EQUIPMENT · WA · general or managing partner

  • PETCT IMAGING AT SWEDISH CANCER INSTITUTE LLC

    MEDICAL IMAGING · WA · general or managing partner

  • PHS INVESTMENT TRUST SHORT TERM INVESTMENT PORTFOLIO

    EXCLUDED · INVESTMENTS · WA · 52.37% owned · share of income $3,137,486 · share of assets $79,021,195

    Directly controlled by PHS WA

  • PROVIDENCE & SCA OFF-CAMPUS HOLDINGS LLC

    MEDICAL · AL

  • PROVIDENCE & SCA ON-CAMPUS HOLDINGS LLC

    MEDICAL · AL · general or managing partner

  • PROVIDENCE HOUSE OAKLAND LP

    SUPPORTIVE HOUSING · CA · general or managing partner

  • PROVIDENCE IMAGING CENTER JOINT VENTURE

    MEDICAL IMAGING · AK

  • PROVIDENCE ST JOSEPH HEALTH LONG TERM PORTFOLIO

    EXCLUDED · INVESTMENTS · WA · 1.41% owned · share of income $5,989,187 · share of assets $57,099,362

    Directly controlled by PHS WA

  • PROVIDENCEUSP SPOKANE SURGERY CENTERS LLC

    AMBULATORY SURGERY CENTER · WA

  • PROVIDENCEUSP SURGERY CTRS LLC

    AMBULATORY SURGERY CENTER · CA

  • RADIATION THERAPY INNOVATIONS LLC

    HEALTHCARE · WA · general or managing partner

  • RIVERSIDE HEALTHCARE

    HEALTHCARE · MN · general or managing partner

  • ST JOSEPH PHYSICIAN VENTURES I LLC

    REAL ESTATE · CA · general or managing partner

  • ST JOSEPHSATELLITE DIALYSIS CENTERS LLC

    HEALTHCARE · CA

  • ST JUDE SURGICAL CENTERS LLC

    AMBULATORY SURGERY CENTER · CA · general or managing partner

  • ST PETER-SOUTH SOUND REGIONAL MRI CENTER

    MEDICAL IMAGING · WA · general or managing partner

  • WON-ONC LLC

    REAL ESTATE - MOB · WA · general or managing partner

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • 1221 MADISON STREET OWNERS ASSOC

    C · OWNERS' ASSOCIATION · WA

  • ADVATA INC (FKA KENSCI INC)

    C · HEALTHCARE · WA

  • AYIN HEALTH HOLDINGS INC

    C · HEALTHCARE · DE

  • AYIN HEALTH SOLUTIONS INC

    C · HEALTHCARE · OR

  • BOURGET HEALTH SERVICES INC

    C · CLINICAL/MEDICAL LAB · WA

  • CARON CORPORATION

    C · MEDICAL PHYSICIAN SERVICE · MT

  • CLOUD 21 LIMITED

    C · HEALTHCARE · UK

  • ENDOSCOPY CENTER OF SOUTHERN CALIFORNIA

    S · HEALTHCARE · CA

  • HOSPITAL CENTRAL SERVICES ASSOCIATION

    C · LAUNDRY SERVICES · WA

  • INTEGRIS SOLUTIONS LIMITED

    C · HEALTHCARE · UK

  • KENSCI ASIA PACIFIC PTE LTD

    C · HEALTHCARE · SN

  • KENSCI TECH INDIA PRIVATE LIMITED

    C · HEALTHCARE · IN

  • LINDY TRANSFER HOLDINGS INC

    C · HEALTHCARE · WA

  • LUBBOCK METHODIST HOSP PRACTICE MGMT

    C · INACTIVE · TX

  • LUBBOCK METHODIST HOSPITAL SVCS

    C · HEALTHCARE · TX

  • MEDICAL SPECIALTIES MANAGERS INC

    C · HEALTHCARE · WA

  • MISSION VIEJO MEDICAL VENTURES INC

    C · HEALTHCARE · CA

  • PHN HOLDINGS

    C · STRATEGIC PLANNING SERVICES · CA

  • PROVIDENCE GLOBAL CENTER LLP

    C · IT SVCS · IN

  • PROVIDENCE HEALTH CARE VENTURES INC

    C · CLINICAL/MEDICAL LAB · WA

  • PROVIDENCE HEALTH NETWORK

    C · PREPAID HEALTHCARE · CA

  • PROVIDENCE PARTNERS HOLDINGS INC

    C · INVESTMENT · DE

  • PROVIDENCE PHYSICIAN SERVICES CO

    C · HEALTHCARE · WA

  • PROVIDENCE ST JOSEPH HEALTH NETWORK

    C · HEALTHCARE · CA

  • PROVSOURCE

    C · HEALTHCARE · DE

  • ST JOSEPH HEALTH

    C · HOLDING COMPANY · CA

  • ST JOSEPH HEALTH SOURCE INC

    C · HEALTHCARE · CA

  • ST JOSEPH MEDICAL PLAZA ASSOCIATION

    C · CONDO ASSOCIATION · CA

  • ST JOSEPH PROF SVCS ENTERPRISES INC

    C · HEALTHCARE · CA

  • TEGRIA HOLDINGS LLC (FKA GRADY BLOCKER LLC)

    C · HOLDING COMPANY · DE

  • TEGRIA INSIGHTS GROUP HOLDINGS INC

    C · HOLDING COMPANY · WA

  • TEGRIA INSIGHTS GROUP INC

    C · HEALTHCARE · WA

  • TEGRIA PRODUCTS GROUP INC

    C · HOLDING COMPANY · DE

  • TEGRIA RCM GROUP US INC

    C · HOLDING COMPANY · DE

  • TEGRIA RCM GROUP INC (FKA PROV RCM GROUP INC)

    C · HOLDING COMPANY · DE

  • TEGRIA SERVICES GROUP INC (FKA PROVIDENCE SERVICES GROUP)

    C · HOLDING COMPANY · DE

  • TEGRIA SERVICES GROUP-CAN INC

    C · HEALTHCARE · CA

  • TEGRIA SERVICES GROUP-US INC (FKA BLUETREE NETWORK INC)

    C · HEALTHCARE · WI

  • TRUSANA INC

    C · HEALTHCARE · DE

  • VINSERRA INC

    C · INVESTMENT · CA

  • WEIGHT LOSS INC (FKA HMR WEIGHT MANAGEMENT SERVICES CORP)

    C · HEALTHCARE · WA

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202543169349300309

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