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Nonprofiteer
← ST JOSEPH HEALTH SYSTEM

Form 990 for tax year 2024

Filed by ST JOSEPH HEALTH SYSTEM.

Totals

Total revenue
$216,194,246
Total expenses
$244,590,730
Contributions and grants received
$29,279
Grants paid
$10,496,626
Program service revenue
$207,983,458
Investment income
$8,181,509
Other revenue
$0
Total assets, end of year
$2,147,967,843
Total liabilities, end of year
$2,224,560,474
Net assets or fund balances, end of year
-$76,592,631
Program services expenses (Part IX)
$182,113,601
Management and general expenses
$62,477,129
Fundraising expenses
$0
Program service expenses (Part III)
$182,113,601

Program services were 74.5% 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.

  • 1e · Government grants (contributions)

    $29,279

  • 2a · Program service revenue: SUPPORT & SERVICE REV

    total $112,018,689 · related or exempt $112,018,689

  • 2b · Program service revenue: HOME HEALTH SERVICES

    total $99,492,821 · related or exempt $99,492,821

  • 2c · Program service revenue: JV INCOME

    total -$3,528,052 · related or exempt -$3,466,968 · unrelated business -$61,084

  • 3 · Investment income

    total $3,573,316 · unrelated business $4,647 · excluded $3,568,669

  • 7a · Gross sales of assets other than inventory

    securities $4,608,193

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

    securities $0

  • 7c · Gain or loss

    securities $4,608,193

  • 7d · Net gain or loss

    total $4,608,193 · excluded $4,608,193

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $10,496,626 · program services $10,496,626

  • 7 · Other salaries and wages

    total $77,052,627 · program services $54,697,955 · management and general $22,354,672

  • 8 · Pension plan contributions

    total $4,312,295 · program services $3,061,203 · management and general $1,251,092

  • 9 · Other employee benefits

    total $11,859,488 · program services $8,418,788 · management and general $3,440,700

  • 10 · Payroll taxes

    total $5,673,826 · program services $4,027,724 · management and general $1,646,102

  • 11b · Fees: legal

    total $84,150 · program services $59,736 · management and general $24,414

  • 11f · Fees: investment management

    total $125,029 · management and general $125,029

  • 11g · Fees: other

    total $17,335,884 · program services $12,306,361 · management and general $5,029,523

  • 12 · Advertising and promotion

    total $3,584 · program services $2,544 · management and general $1,040

  • 13 · Office expenses

    total $981,970 · program services $697,079 · management and general $284,891

  • 14 · Information technology

    total $752,776 · program services $534,379 · management and general $218,397

  • 16 · Occupancy

    total $5,458,560 · program services $3,874,911 · management and general $1,583,649

  • 17 · Travel

    total $2,420,712 · program services $1,718,410 · management and general $702,302

  • 20 · Interest

    total $80,984,337 · program services $57,488,989 · management and general $23,495,348

  • 22 · Depreciation, depletion and amortization

    total $4,624,091 · program services $3,699,273 · management and general $924,818

  • 23 · Insurance

    total $4 · program services $3 · management and general $1

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $17,615,934 · program services $17,615,934

  • 24b · Other expenses: LICENSES AND TAXES

    total $271,038 · program services $192,404 · management and general $78,634

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $204,644 · program services $145,272 · management and general $59,372

  • 24d · Other expenses: SPECIAL EVENTS

    total $54,614 · program services $38,769 · management and general $15,845

  • 24e · All other expenses

    total $4,278,541 · program services $3,037,241 · management and general $1,241,300

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,675,461,712 · end of year $2,031,555,479

  • 4 · Accounts receivable

    beginning of year $123,740,206 · end of year $19,082,720

  • 8 · Inventories for sale or use

    beginning of year $772,611 · end of year $762,715

  • 9 · Prepaid expenses and deferred charges

    beginning of year $310,933 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $360,574,373

  • 10b · Land, buildings and equipment: accumulated depreciation

    $358,499,627

  • 10c · Land, buildings and equipment, net

    beginning of year $6,756,575 · end of year $2,074,746

  • 11 · Investments: publicly traded securities

    beginning of year $27,541,569 · end of year $29,380,957

  • 12 · Investments: other securities

    beginning of year $29,466,140 · end of year $25,938,088

  • 14 · Intangible assets

    beginning of year $399,666 · end of year $300,000

  • 15 · Other assets

    beginning of year $42,403,301 · end of year $38,873,138

  • 17 · Accounts payable and accrued expenses

    beginning of year $44,861,102 · end of year $49,979,701

  • 19 · Deferred revenue

    beginning of year $7,626,666 · end of year $8,347,878

  • 24 · Unsecured notes and loans payable

    beginning of year $625,302,071 · end of year $677,681,981

  • 25 · Other liabilities

    beginning of year $1,270,596,717 · end of year $1,488,550,914

  • 27 · Net assets without donor restrictions

    beginning of year -$41,563,702 · end of year -$76,622,490

  • 28 · Net assets with donor restrictions

    beginning of year $29,859 · end of year $29,859

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.

  • 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, WA IN 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 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.

    Expenses $182,113,601 · Grants $10,496,626 · Revenue $207,983,458

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

Listed in Part VII

  • Erik Wexler

    PRESIDENT/CEO

    Total calculated
    $9,125,384
    From this org
    $0
    From related orgs
    $8,590,356
    Other
    $535,028
    Hours/week
    0.5 + 64.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,968,391 related
    Bonus
    $0 + $6,173,417 related
    Other
    $0 + $448,548 related
    Deferred
    $0 + $519,036 related
    Nontaxable benefits
    $0 + $15,992 related
    Filer's total
    $0 + $9,125,384 related

  • Greg Hoffman

    EVP & CFO/TREASURER

    Total calculated
    $4,270,929
    From this org
    $0
    From related orgs
    $3,880,224
    Other
    $390,705
    Hours/week
    0.5 + 64.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,402,471 related
    Bonus
    $0 + $2,154,592 related
    Other
    $0 + $323,161 related
    Deferred
    $0 + $377,326 related
    Nontaxable benefits
    $0 + $13,379 related
    Filer's total
    $0 + $4,270,929 related

  • Anna Newsom

    EVP & CHIEF LEGAL OFFICER/SECRETARY

    Total calculated
    $2,895,675
    From this org
    $0
    From related orgs
    $2,610,531
    Other
    $285,144
    Hours/week
    0.5 + 64.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,053,930 related
    Bonus
    $0 + $1,511,654 related
    Other
    $0 + $44,947 related
    Deferred
    $0 + $284,757 related
    Nontaxable benefits
    $0 + $387 related
    Filer's total
    $0 + $2,895,675 related

  • Brian Lee Helleland

    FRMR KE - CHIEF EXEC SO CA OC/HD

    Total calculated
    $1,763,249
    From this org
    $0
    From related orgs
    $1,529,981
    Other
    $233,268
    Hours/week
    0 + 55 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

  • Seth Teigen

    FRMR KE - MISSION CE

    Total calculated
    $1,342,553
    From this org
    $0
    From related orgs
    $1,152,429
    Other
    $190,124
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $578,574 related
    Bonus
    $0 + $432,222 related
    Other
    $0 + $141,633 related
    Deferred
    $0 + $169,864 related
    Nontaxable benefits
    $0 + $20,260 related
    Filer's total
    $0 + $1,342,553 related

  • Jim Watson Esq

    ASSISTANT 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

  • Terri P Warren

    CHIEF COMMUNITY SRVCS - HCC

    Total calculated
    $945,043
    From this org
    $0
    From related orgs
    $859,148
    Other
    $85,895
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $431,430 related
    Bonus
    $0 + $358,049 related
    Other
    $0 + $69,669 related
    Deferred
    $0 + $69,323 related
    Nontaxable benefits
    $0 + $16,572 related
    Filer's total
    $0 + $945,043 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 EVP/TREASURER/CFO

    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

  • Richard Parks

    FRMR KE - TX/NM REG. CE

    Total calculated
    $388,690
    From this org
    $0
    From related orgs
    $388,482
    Other
    $208
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $27,753 related
    Bonus
    $0
    Other
    $0 + $360,729 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $208 related
    Filer's total
    $0 + $388,690 related

  • 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

  • Michele Glover

    EXECUTIVE DIRECTOR HOME HEALTH

    Total calculated
    $324,640
    From this org
    $288,267
    From related orgs
    $0
    Other
    $36,373
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $247,838
    Bonus
    $29,268
    Other
    $11,161
    Deferred
    $15,559
    Nontaxable benefits
    $20,814
    Filer's total
    $324,640

  • Allan Komarek

    EXEC. DIRECTOR CLINICAL EXCELLENCE

    Total calculated
    $271,117
    From this org
    $252,429
    From related orgs
    $0
    Other
    $18,688
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $221,899
    Bonus
    $24,538
    Other
    $5,992
    Deferred
    $13,042
    Nontaxable benefits
    $5,646
    Filer's total
    $271,117

  • Jill Lamb

    CLINICAL PHARMACIST

    Total calculated
    $247,478
    From this org
    $224,652
    From related orgs
    $0
    Other
    $22,826
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $201,652
    Bonus
    $0
    Other
    $23,000
    Deferred
    $20,375
    Nontaxable benefits
    $2,451
    Filer's total
    $247,478

  • Sara Sprague

    DIRECTOR HOSPICE RN

    Total calculated
    $242,424
    From this org
    $224,094
    From related orgs
    $0
    Other
    $18,330
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $207,701
    Bonus
    $15,722
    Other
    $671
    Deferred
    $12,876
    Nontaxable benefits
    $5,454
    Filer's total
    $242,424

  • Nikki Nguyen

    LEAD PHARMACIST

    Total calculated
    $240,019
    From this org
    $226,928
    From related orgs
    $0
    Other
    $13,091
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $198,731
    Bonus
    $5,000
    Other
    $23,197
    Deferred
    $10,306
    Nontaxable benefits
    $2,785
    Filer's total
    $240,019

  • Mary Lyons PhD

    TRUSTEE

    Total calculated
    $100,944
    From this org
    $0
    From related orgs
    $100,944
    Other
    $0
    Hours/week
    0.5 + 13 related

  • Michael Murphy

    BOARD CHAIR

    Total calculated
    $75,168
    From this org
    $0
    From related orgs
    $75,168
    Other
    $0
    Hours/week
    0.5 + 13 related

  • Richard Blair

    TRUSTEE

    Total calculated
    $51,379
    From this org
    $0
    From related orgs
    $51,379
    Other
    $0
    Hours/week
    0.5 + 13 related

  • Charles Sorenson MD

    TRUSTEE

    Total calculated
    $50,000
    From this org
    $0
    From related orgs
    $50,000
    Other
    $0
    Hours/week
    0.5 + 13 related

  • Isiaah Crawford PhD

    TRUSTEE

    Total calculated
    $50,000
    From this org
    $0
    From related orgs
    $50,000
    Other
    $0
    Hours/week
    0.5 + 14.5 related

  • Marvin O'Quinn

    TRUSTEE

    Total calculated
    $42,989
    From this org
    $0
    From related orgs
    $42,989
    Other
    $0
    Hours/week
    0.5 + 12.5 related

  • Eric Sprunk

    TRUSTEE

    Total calculated
    $40,000
    From this org
    $0
    From related orgs
    $40,000
    Other
    $0
    Hours/week
    0.5 + 13 related

  • Mary Beth Kingston

    TRUSTEE

    Total calculated
    $40,000
    From this org
    $0
    From related orgs
    $40,000
    Other
    $0
    Hours/week
    0.5 + 13 related

  • Sister Carol Pacini Lcm

    TRUSTEE - THRU 12/31/24

    Total calculated
    $0
    Hours/week
    0.5 + 13 related

  • Sister Diane Hejna Csj RN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 13 related

  • Sister Donna Markham

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 12.5 related

  • Sister Phyllis Hughes Rsm Drph

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 13 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, 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

  • 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
  • 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: ERIK WEXLER - $409,440 GREG HOFFMAN - $239,249 BRIAN LEE HELLELAND - $163,607 SETH TEIGEN - $117,493 JIM WATSON, ESQ - $77,014 TERRI P. WARREN - $65,337 JIM MARTIN - $64,532 RICHARD PARKS - $277,555
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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ST JOSEPH HEALTH SYSTEM HOME CARE SERVICES LLC

    HOME HEALTH · CA · income $76,318,248 · assets -$49,997,451

    Directly controlled by SJHS

  • ST JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY LLC

    HOME HEALTH · CA · income $37,489,511 · assets -$15,208,036

    Directly controlled by SJHS

  • ST MARY HIGH DESERT HOME HEALTH SERVICES LLC

    HEALTHCARE · CA · income $3,975,320 · assets $0

    Directly controlled by SJHS HHA LLC

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 · 0.69% owned · share of income $41,539 · share of assets $663,553

    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 · 1.22% owned · share of income $2,938,200 · share of assets $30,921,425

    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 · 100% owned

    Directly controlled by SJHS

  • ST JOSEPH HEALTH SOURCE INC

    C · HEALTHCARE · CA · 100% owned · share of income $11,482,217 · share of assets $9,588,397

    Directly controlled by SJHS

  • 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
30 October 2025
IRS schema version
2024v5.2
Source object
202523089349302317

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