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Nonprofiteer
← PROVIDENCE TRINITYCARE HOSPICE

Form 990 for tax year 2022

Filed by PROVIDENCE TRINITYCARE HOSPICE.

Totals

Total revenue
$36,462,656
Total expenses
$40,185,003
Contributions and grants received
$2,388,869
Grants paid
$10,841
Program services expenses (Part IX)
$33,146,973
Management and general expenses
$7,038,030
Fundraising expenses
$0
Program service expenses (Part III)
$33,146,973

Program services were 82.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • GREG HOFFMAN

    PRESIDENT/CEO

    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

    EVP/TREASURER/CFO

    Total calculated
    $2,193,229
    From this org
    $0
    From related orgs
    $2,157,414
    Other
    $35,815
    Hours/week
    0.5 + 64.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $841,148 related
    Bonus
    $0 + $989,404 related
    Other
    $0 + $326,862 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $8,365 related
    Filer's total
    $0 + $2,193,229 related

  • 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

  • ROBERT HELLRIGEL

    FRMR EVP CE HOME & COMM CARE

    Total calculated
    $1,394,710
    From this org
    $0
    From related orgs
    $1,379,326
    Other
    $15,384
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $613,354 related
    Bonus
    $0 + $432,607 related
    Other
    $0 + $333,365 related
    Deferred
    $0 + $4,493 related
    Nontaxable benefits
    $0 + $10,891 related
    Filer's total
    $0 + $1,394,710 related

  • 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

  • TERRI WARREN

    CHIEF EXEC HOME & COMM CARE

    Total calculated
    $530,659
    From this org
    $0
    From related orgs
    $488,081
    Other
    $42,578
    Hours/week
    27 + 28 related

    Schedule J breakdown matched by us

    Base
    $0 + $369,850 related
    Bonus
    $0 + $106,542 related
    Other
    $0 + $11,689 related
    Deferred
    $0 + $27,126 related
    Nontaxable benefits
    $0 + $15,452 related
    Filer's total
    $0 + $530,659 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

  • 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 DRPH

    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

  • 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, 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: JOHN WHIPPLE - $186,674 ROBERT HELLRIGEL - $95,175 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: GREG HOFFMAN - $89,848 JO ANN ESCASA-HAIGH - $284,024 JOHN WHIPPLE - $855,652 ROBERT HELLRIGEL - $165,001 JIM WATSON, ESQ - $119,387 TERRI WARREN - $7,424
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
7 November 2023
IRS schema version
2022v5.0
Source object
202303189349319520

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