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Nonprofiteer
← ST JOSEPH HOSPITAL OF ORANGE

Form 990 for tax year 2024

Filed by ST JOSEPH HOSPITAL OF ORANGE.

Totals

Total revenue
$970,104,268
Total expenses
$1,010,326,479
Contributions and grants received
$14,168,750
Grants paid
$778,492
Program services expenses (Part IX)
$979,845,125
Management and general expenses
$26,573,948
Fundraising expenses
$3,907,406
Program service expenses (Part III)
$979,845,125

Program services were 97.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRIAN LEE HELLELAND

    CEO/PRESIDENT

    Total calculated
    $1,763,249
    From this org
    $0
    From related orgs
    $1,529,981
    Other
    $233,268
    Hours/week
    14 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $733,551 related
    Bonus
    $0 + $542,161 related
    Other
    $0 + $254,269 related
    Deferred
    $0 + $222,377 related
    Nontaxable benefits
    $0 + $10,891 related
    Filer's total
    $0 + $1,763,249 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

  • JIM MARTIN

    ASSISTANT TREASURER

    Total calculated
    $917,253
    From this org
    $0
    From related orgs
    $820,365
    Other
    $96,888
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $463,263 related
    Bonus
    $0 + $290,109 related
    Other
    $0 + $66,993 related
    Deferred
    $0 + $88,541 related
    Nontaxable benefits
    $0 + $8,347 related
    Filer's total
    $0 + $917,253 related

  • JO ANN ESCASA-HAIGH

    FRMR 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

  • JEREMY ZOCH

    FORMER SJO CE

    Total calculated
    $598,250
    From this org
    $0
    From related orgs
    $598,250
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $598,250 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $598,250 related

  • EILEEN HAUBL

    CFO/TREASURER

    Total calculated
    $516,172
    From this org
    $0
    From related orgs
    $474,159
    Other
    $42,013
    Hours/week
    27.5 + 27.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $406,971 related
    Bonus
    $0 + $51,078 related
    Other
    $0 + $16,110 related
    Deferred
    $0 + $38,006 related
    Nontaxable benefits
    $0 + $4,007 related
    Filer's total
    $0 + $516,172 related

  • ELAINE LEE

    CHIEF MEDICAL OFFICER HOSPITAL

    Total calculated
    $485,926
    From this org
    $454,823
    From related orgs
    $0
    Other
    $31,103
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $353,386
    Bonus
    $85,000
    Other
    $16,437
    Deferred
    $18,983
    Nontaxable benefits
    $12,120
    Filer's total
    $485,926

  • TROY GIDEON

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $447,765
    From this org
    $342,131
    From related orgs
    $58,762
    Other
    $46,872
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $288,059 + $52,617 related
    Bonus
    $44,072
    Other
    $10,000 + $6,145 related
    Deferred
    $29,621 + $5,088 related
    Nontaxable benefits
    $10,380 + $1,783 related
    Filer's total
    $382,132 + $65,633 related

  • MICHELLE GENOVA

    CHIEF NURSING OFFICER

    Total calculated
    $369,961
    From this org
    $329,375
    From related orgs
    $0
    Other
    $40,586
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $311,791
    Bonus
    $15,608
    Other
    $1,976
    Deferred
    $30,051
    Nontaxable benefits
    $10,535
    Filer's total
    $369,961

  • AMY DAUGHERTY

    EXECUTIVE DIR. FOUNDATION/CPO

    Total calculated
    $360,443
    From this org
    $337,158
    From related orgs
    $0
    Other
    $23,285
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $316,683
    Bonus
    $16,496
    Other
    $3,979
    Deferred
    $16,367
    Nontaxable benefits
    $6,918
    Filer's total
    $360,443

  • LISA COWAN

    EXECUTIVE DIRECTOR NURSING

    Total calculated
    $338,886
    From this org
    $315,834
    From related orgs
    $0
    Other
    $23,052
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $246,313
    Bonus
    $13,354
    Other
    $56,167
    Deferred
    $14,025
    Nontaxable benefits
    $9,027
    Filer's total
    $338,886

  • DONALD ANDERSON JR

    ASSISTANT SECRETARY FOR ENROLLMENT

    Total calculated
    $335,486
    From this org
    $0
    From related orgs
    $316,554
    Other
    $18,932
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,131 related
    Bonus
    $0 + $28,005 related
    Other
    $0 + $1,418 related
    Deferred
    $0 + $14,332 related
    Nontaxable benefits
    $0 + $4,600 related
    Filer's total
    $0 + $335,486 related

  • JOHN CROSS MD

    BOARD MEMBER

    Total calculated
    $112,962
    From this org
    $112,962
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5

  • ALEX RAMIREZ MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • BECKY NGUYEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • CHRISTOPHER WILLS MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • GADDI VASQUEZ

    BOARD MEMBER (PART-YEAR)

    Total calculated
    $0
    Hours/week
    0.5

  • JON COLEMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KATHLEEN O'LEARY

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN SNYDER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MELISSA RUDOLPH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MICHELLE HOBBY-MEARS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • RUBEN SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SISTER JUDITH DUGAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • SISTER KAREN CLOCK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SISTER SUZANNE SASSUS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SUDEEP KUKREJA MD

    BOARD MEMBER

    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 — 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 W-2. 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 THE YEAR: JO ANN ESCASA-HAIGH - $879,466 JEREMY ZOCH - $598,250 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: BRIAN LEE HELLELAND - $163,607 JIM WATSON, ESQ - $77,014 JIM MARTIN - $64,532 EILEEN HAUBL - $9,857 TROY GIDEON - $266 MICHELLE GENOVA - $349 AMY DAUGHERTY - $2,228
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

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
2024
Filed
5 November 2025
IRS schema version
2024v5.2
Source object
202523119349301997

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