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Nonprofiteer
← ST JOSEPH HOME CARE NETWORK

Form 990 for tax year 2022

Filed by ST JOSEPH HOME CARE NETWORK.

Totals

Total revenue
$42,690,299
Total expenses
$50,149,801
Contributions and grants received
$1,536,127
Grants paid
$0
Program services expenses (Part IX)
$42,865,022
Management and general expenses
$7,083,197
Fundraising expenses
$201,582
Program service expenses (Part III)
$42,865,022

Program services were 85.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT HELLRIGEL

    TRUSTEE - THRU 8/22

    Total calculated
    $1,394,710
    From this org
    $0
    From related orgs
    $1,379,326
    Other
    $15,384
    Hours/week
    0.5 + 54.5 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

  • TERRENCE WOOTEN

    TRUSTEE (PART YEAR)

    Total calculated
    $778,975
    From this org
    $0
    From related orgs
    $636,393
    Other
    $142,582
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,887 related
    Bonus
    $0 + $214,403 related
    Other
    $0 + $38,103 related
    Deferred
    $0 + $124,991 related
    Nontaxable benefits
    $0 + $17,591 related
    Filer's total
    $0 + $778,975 related

  • OLUYEMI ADEYANJU ESQ

    SECRETARY

    Total calculated
    $727,885
    From this org
    $0
    From related orgs
    $634,407
    Other
    $93,478
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,756 related
    Bonus
    $0 + $169,165 related
    Other
    $0 + $94,486 related
    Deferred
    $0 + $69,786 related
    Nontaxable benefits
    $0 + $23,692 related
    Filer's total
    $0 + $727,885 related

  • KEVIN KLOCKENGA

    FRMR CHAIR

    Total calculated
    $704,829
    From this org
    $0
    From related orgs
    $697,029
    Other
    $7,800
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $697,029 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,800 related
    Filer's total
    $0 + $704,829 related

  • PATTI PILGRIM

    CFO/TREASURER - THRU 1/22

    Total calculated
    $655,995
    From this org
    $0
    From related orgs
    $572,352
    Other
    $83,643
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $413,539 related
    Bonus
    $0 + $134,000 related
    Other
    $0 + $24,813 related
    Deferred
    $0 + $49,154 related
    Nontaxable benefits
    $0 + $34,489 related
    Filer's total
    $0 + $655,995 related

  • MARK PROVAN

    PRESIDENT

    Total calculated
    $620,583
    From this org
    $0
    From related orgs
    $563,884
    Other
    $56,699
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $329,756 related
    Bonus
    $0 + $119,086 related
    Other
    $0 + $115,042 related
    Deferred
    $0 + $41,745 related
    Nontaxable benefits
    $0 + $14,954 related
    Filer's total
    $0 + $620,583 related

  • TERRI WARREN

    TRUSTEE (INTERIM) (PART YEAR)

    Total calculated
    $530,659
    From this org
    $0
    From related orgs
    $488,081
    Other
    $42,578
    Hours/week
    0.5 + 54.5 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

  • MALISA WESTLUND

    CFO/TREASURER (PART YEAR)

    Total calculated
    $397,160
    From this org
    $0
    From related orgs
    $377,031
    Other
    $20,129
    Hours/week
    27.5 + 27.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,651 related
    Bonus
    $0 + $92,000 related
    Other
    $0 + $22,380 related
    Deferred
    $0 + $14,920 related
    Nontaxable benefits
    $0 + $5,209 related
    Filer's total
    $0 + $397,160 related

  • DIANNA REELY

    TRUSTEE (INTERIM) (PART YEAR)

    Total calculated
    $383,806
    From this org
    $0
    From related orgs
    $354,554
    Other
    $29,252
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $276,127 related
    Bonus
    $0 + $71,497 related
    Other
    $0 + $6,930 related
    Deferred
    $0 + $8,221 related
    Nontaxable benefits
    $0 + $21,031 related
    Filer's total
    $0 + $383,806 related

  • CRAIG SHEFFER

    DIR, HOSPICE RN - THRU 11/22

    Total calculated
    $378,442
    From this org
    $355,205
    From related orgs
    $0
    Other
    $23,237
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $154,532
    Bonus
    $29,354
    Other
    $171,319
    Deferred
    $4,899
    Nontaxable benefits
    $18,338
    Filer's total
    $378,442

  • CHRIS FALLEY

    REG DIR, HOSPICE - THRU 11/22

    Total calculated
    $341,880
    From this org
    $315,045
    From related orgs
    $0
    Other
    $26,835
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $189,155
    Bonus
    $32,125
    Other
    $93,765
    Deferred
    $3,726
    Nontaxable benefits
    $23,109
    Filer's total
    $341,880

  • JILL SOUZA

    REG DIR, PALLIATIVE CARE SERVICES

    Total calculated
    $287,936
    From this org
    $235,301
    From related orgs
    $0
    Other
    $52,635
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $200,541
    Bonus
    $32,446
    Other
    $2,314
    Deferred
    $5,490
    Nontaxable benefits
    $47,145
    Filer's total
    $287,936

  • KRISTY NICKOLS

    DIR, HOME HEALTH

    Total calculated
    $235,413
    From this org
    $218,258
    From related orgs
    $0
    Other
    $17,155
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $185,961
    Bonus
    $29,444
    Other
    $2,853
    Deferred
    $5,497
    Nontaxable benefits
    $11,658
    Filer's total
    $235,413

  • BETTY BERG

    DIRECTOR BUSINESS DEVELOPMENT

    Total calculated
    $216,616
    From this org
    $187,477
    From related orgs
    $0
    Other
    $29,139
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $155,590
    Bonus
    $26,429
    Other
    $5,458
    Deferred
    $5,033
    Nontaxable benefits
    $24,106
    Filer's total
    $216,616

  • JANICE BURGER

    TRUSTEE

    Total calculated
    $119,098
    From this org
    $0
    From related orgs
    $106,429
    Other
    $12,669
    Hours/week
    0.5 + 49.5 related

  • MIKE CLARK

    TRUSTEE

    Total calculated
    $38,073
    From this org
    $0
    From related orgs
    $36,758
    Other
    $1,315
    Hours/week
    0.5 + 0.5 related

  • EDDIE SWAFFORD

    TRUSTEE (PART YEAR)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • JIM ZAPP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • JOANNE ROBERTS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • JODY ALBRIGHT

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN FLETCHER

    TRUSTEE - THRU 10/22

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • LARRY SCHECTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • PETE FULLERTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • ROBERT MCCANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • TERRY ROGERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • TULASI SIDDHARTHA

    TRUSTEE (PART YEAR)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 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: ROBERT HELLRIGEL - $95,175 KEVIN KLOCKENGA - $697,029 CRAIG SHEFFER - $129,442 CHRIS FALLEY - $72,338 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 INDIVIDUAL RECEIVED A PAYOUT DURING THE CURRENT YEAR: ROBERT HELLRIGEL - $165,001 OLUYEMI ADEYANJU, ESQ. - $93,649 MARK PROVAN - $91,185 TERRI WARREN - $7,424 MALISA WESTLUND - $429 DIANNA REELY - $2,874 JANICE BURGER - $13,586
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
202333189349312708

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