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Nonprofiteer
← ST JOSEPHS FOUNDATION OF SAN JOAQUIN

Form 990 for tax year 2022

Filed by ST JOSEPHS FOUNDATION OF SAN JOAQUIN.

Totals

Total revenue
$4,844,741
Total expenses
$5,609,785
Contributions and grants received
$4,650,443
Grants paid
$4,527,383
Program services expenses (Part IX)
$4,527,383
Management and general expenses
$865,728
Fundraising expenses
$216,674
Program service expenses (Part III)
$4,527,383

Program services were 80.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DONALD J WILEY

    PRESIDENT

    Total calculated
    $1,084,110
    From this org
    $0
    From related orgs
    $815,519
    Other
    $268,591
    Hours/week
    4 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $494,801 related
    Bonus
    $0 + $289,677 related
    Other
    $0 + $31,041 related
    Deferred
    $0 + $210,664 related
    Nontaxable benefits
    $0 + $57,928 related
    Filer's total
    $0 + $1,084,111 related

  • DREW A GAGNER

    FORMER OFFICER (VP FOUNDATION)

    Total calculated
    $415,601
    From this org
    $0
    From related orgs
    $344,214
    Other
    $71,387
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $293,465 related
    Bonus
    $0 + $48,991 related
    Other
    $0 + $1,758 related
    Deferred
    $0 + $38,846 related
    Nontaxable benefits
    $0 + $32,541 related
    Filer's total
    $0 + $415,601 related

  • ANDREA NIKKI OCHOA

    BOARD MEMBER/CFO

    Total calculated
    $338,309
    From this org
    $0
    From related orgs
    $278,670
    Other
    $59,639
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,566 related
    Bonus
    $0 + $23,703 related
    Other
    $0 + $3,401 related
    Deferred
    $0 + $35,197 related
    Nontaxable benefits
    $0 + $24,442 related
    Filer's total
    $0 + $338,309 related

  • JULIE ECKARDT

    VICE PRESIDENT, FOUNDATION

    Total calculated
    $236,362
    From this org
    $0
    From related orgs
    $214,405
    Other
    $21,957
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $193,828 related
    Bonus
    $0 + $18,485 related
    Other
    $0 + $2,092 related
    Deferred
    $0 + $19,300 related
    Nontaxable benefits
    $0 + $2,657 related
    Filer's total
    $0 + $236,362 related

  • DENISE SUEN

    BOARD MEMBER

    Total calculated
    $203,940
    From this org
    $0
    From related orgs
    $151,036
    Other
    $52,904
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $150,186 related
    Bonus
    $0 + $400 related
    Other
    $0 + $450 related
    Deferred
    $0 + $18,470 related
    Nontaxable benefits
    $0 + $34,435 related
    Filer's total
    $0 + $203,941 related

  • SISTER ABBY NEWTON OP

    BOARD MEMBER

    Total calculated
    $555
    From this org
    $0
    From related orgs
    $0
    Other
    $555
    Hours/week
    1 + 50 related

  • JAMES ACOSTA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANTHONY BOTT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SISTER KATHERINE HAMILTON OP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINE HEFFERNAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PALLAVI REDDY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK RISHWAIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SUE SHALVEY

    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

  • SUZANNE LEDBETTER

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JAMIE SPAULDING

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • PATRICK VELASQUEZ

    VICE CHAIR

    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 — 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) HUMAN RESOURCES 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 HUMAN RESOURCES AND COMPENSATION COMMITTEE. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15A FOR ADDITIONAL INFORMATION. SCHEDULE J, 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 OCCURRED DURING 2022.
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 2022 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 UNDER THIS PLAN DURING 2022. 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 HUMAN RESOURCES 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 2022.

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
2022
Filed
2 May 2024
IRS schema version
2022v5.0
Source object
202421249349300102

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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