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Nonprofiteer
← ST JOSEPHS FOUNDATION OF SAN JOAQUIN

Form 990 for tax year 2024

Filed by ST JOSEPHS FOUNDATION OF SAN JOAQUIN.

Totals

Total revenue
$5,616,932
Total expenses
$5,679,654
Contributions and grants received
$4,912,953
Grants paid
$4,351,669
Program service revenue
$0
Investment income
$691,658
Other revenue
$12,321
Total assets, end of year
$16,418,855
Total liabilities, end of year
$1,207,736
Net assets or fund balances, end of year
$15,211,119
Program services expenses (Part IX)
$4,351,669
Management and general expenses
$1,152,519
Fundraising expenses
$175,466
Program service expenses (Part III)
$4,351,669

Program services were 76.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DONALD J WILEY

    EX-OFF BM/PRESIDENT (THRU 11/8/24)

    Total calculated
    $1,216,351
    From this org
    $0
    From related orgs
    $948,606
    Other
    $267,745
    Hours/week
    4 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $481,290 related
    Bonus
    $0 + $448,375 related
    Other
    $0 + $18,941 related
    Deferred
    $0 + $236,700 related
    Nontaxable benefits
    $0 + $31,045 related
    Filer's total
    $0 + $1,216,351 related

  • DREW A GAGNER

    FORMER OFFICER (VP, FOUNDATION)

    Total calculated
    $530,268
    From this org
    $0
    From related orgs
    $452,421
    Other
    $77,847
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $336,996 related
    Bonus
    $0 + $112,210 related
    Other
    $0 + $3,215 related
    Deferred
    $0 + $45,565 related
    Nontaxable benefits
    $0 + $32,282 related
    Filer's total
    $0 + $530,268 related

  • ANDREA NIKKI OCHOA

    BOARD MEMBER/CFO

    Total calculated
    $473,574
    From this org
    $0
    From related orgs
    $407,295
    Other
    $66,279
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $331,934 related
    Bonus
    $0 + $72,181 related
    Other
    $0 + $3,180 related
    Deferred
    $0 + $43,829 related
    Nontaxable benefits
    $0 + $22,450 related
    Filer's total
    $0 + $473,574 related

  • JULIE ECKARDT

    VICE PRESIDENT, FOUNDATION

    Total calculated
    $288,553
    From this org
    $0
    From related orgs
    $260,203
    Other
    $28,350
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $203,425 related
    Bonus
    $0 + $53,807 related
    Other
    $0 + $2,971 related
    Deferred
    $0 + $24,455 related
    Nontaxable benefits
    $0 + $3,896 related
    Filer's total
    $0 + $288,554 related

  • DENISE SUEN

    BOARD MEMBER (THRU 6/30/25)

    Total calculated
    $221,387
    From this org
    $0
    From related orgs
    $159,851
    Other
    $61,536
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $153,331 related
    Bonus
    $0 + $6,070 related
    Other
    $0 + $450 related
    Deferred
    $0 + $20,661 related
    Nontaxable benefits
    $0 + $40,875 related
    Filer's total
    $0 + $221,387 related

  • SISTER ABBY NEWTON OP

    BOARD MEMBER

    Total calculated
    $9,776
    From this org
    $0
    From related orgs
    $0
    Other
    $9,776
    Hours/week
    1 + 50 related

  • ANTHONY BOTT

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MARK RISHWAIN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PATRICK VELASQUEZ

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DAVID ZIOLKOWSKI

    EX-OFF BM/PRESIDENT (EFF 2/10/25)

    Total calculated
    $0
    Hours/week
    4 + 50 related

  • JAMES ACOSTA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SISTER KATHERINE HAMILTON OP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PALLAVI REDDY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVE SILVA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BALRAJ SINGH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANNETTE STEPHENS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CYNTHIA WONG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE ORGANIZATION RELIED ON A RELATED ORGANIZATION, COMMONSPIRIT, THAT USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3, TO ESTABLISH THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) PEOPLE AND COMPENSATION COMMITTEE OF THE COMMONSPIRIT BOARD OF STEWARDSHIP TRUSTEES ("BOARD"); (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; AND (4) APPROVAL BY THE BOARD OR PEOPLE AND COMPENSATION COMMITTEE. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15A FOR ADDITIONAL INFORMATION. PART I, LINE 4A: CERTAIN LISTED PERSONS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 TO 24 MONTHS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN LISTED PERSONS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. NO PAYMENTS WERE MADE PURSUANT TO THE PLAN ARRANGEMENTS DURING 2024.
PART I, LINE 4B
CERTAIN LISTED PERSONS PARTICIPATE IN THE DIGNITY HEALTH EXCESS BENEFIT PLAN, A NONQUALIFIED SUPPLEMENTAL BENEFIT PLAN LIMITED TO PARTICIPANTS IN THE DIGNITY HEALTH RETIREMENT PLAN WHOSE BENEFITS ARE AFFECTED BY THE LIMITATIONS IMPOSED BY SECTIONS 401(A)(17) AND 415 OF THE INTERNAL REVENUE CODE. BENEFIT SERVICE UNDER THIS PLAN WAS FROZEN AS OF JANUARY 1, 2008. NO PAYMENTS WERE MADE TO ANY LISTED PERSONS DURING 2024 PURSUANT TO THIS PLAN. CERTAIN LISTED PERSONS ARE ELIGIBLE TO PARTICIPATE IN NONQUALIFIED 457(F) PLANS THAT ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE, AS REQUIRED BY THE IRS. THE 2007 EXECUTIVE DEFERRED COMPENSATION PLAN IS FOR EXECUTIVES HIRED PRIOR TO JUNE 30, 2006. THE BENEFIT IS INTENDED TO BRIDGE THE DIFFERENCE, IF ANY, BETWEEN THE BENEFIT PROVIDED UNDER THE DIGNITY HEALTH EXCESS BENEFIT PLAN HAD BENEFIT SERVICE NOT BEEN FROZEN AT JANUARY 1, 2008, AND THE BENEFITS PROVIDED FROM ALL OTHER QUALIFIED AND NONQUALIFIED PLANS. BENEFITS VEST UNDER THIS 457(F) PLAN AT THE LATER OF THE DATE THE PARTICIPANT ATTAINS AGE 62 OR IS CREDITED WITH 15 YEARS OF SERVICE. THE 2010 EXECUTIVE DEFERRED COMPENSATION PLAN IS FOR CERTAIN OFFICERS AND KEY EMPLOYEES, PRIMARILY THOSE WHO ARE NOT ELIGIBLE TO PARTICIPATE IN THE DIGNITY HEALTH EXCESS BENEFIT PLAN OR THE 2007 EXECUTIVE DEFERRED COMPENSATION PLAN DESCRIBED ABOVE. THIS BENEFIT PROVIDES AN ANNUAL ACCRUAL OF 10% OF TOTAL COMPENSATION AND IS PAYABLE ANNUALLY ON JULY 1 ONCE VESTED, WHICH IS AGE 62 WITH 5 YEARS OF SERVICE; THE PLAN ALSO ALLOWS FOR SPECIAL AWARDS. NO PAYMENTS WERE MADE PURSUANT TO THE PLAN ARRANGEMENTS DURING 2024. COMPENSATION AMOUNTS FOR THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS DISCUSSED ABOVE ARE REPORTED AS DEFERRED COMPENSATION IN THE YEAR ACCRUED (SCHEDULE J, PART II, COLUMN C) AND ARE REFLECTED AGAIN AS OTHER REPORTABLE COMPENSATION IN THE YEAR PAID (SCHEDULE J, PART II, COLUMN B(III)).
SCHEDULE J, PART II SUPPLEMENTAL DISCLOSURES
ALTHOUGH THE ORGANIZATION DOES NOT DIRECTLY EMPLOY ANY PERSONNEL, DIGNITY HEALTH FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST THE ORGANIZATION IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES IT SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE PEOPLE AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND ITS COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE, REVENUES AND COMPLEXITY. PAYMENTS PURSUANT TO A LONG-TERM FINANCIAL PERFORMANCE GOAL WERE PAID IN CALENDAR YEAR 2024.

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.

Related partnerships

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

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2026
IRS schema version
2024v5.5
Source object
202601349349306845

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