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Nonprofiteer
← ST JUDE HOSPITAL

Form 990 for tax year 2022

Filed by ST JUDE HOSPITAL.

Totals

Total revenue
$824,039,131
Total expenses
$785,973,786
Contributions and grants received
$3,677,693
Grants paid
$953,281
Program services expenses (Part IX)
$756,294,537
Management and general expenses
$27,268,081
Fundraising expenses
$2,411,168
Program service expenses (Part III)
$756,294,537

Program services were 96.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JO ANN ESCASA-HAIGH

    ASSISTANT TREASURER

    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

  • BRIAN LEE HELLELAND

    FRMR OFF. - DIV COO - SOUTH

    Total calculated
    $1,586,941
    From this org
    $0
    From related orgs
    $1,372,933
    Other
    $214,008
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $648,525 related
    Bonus
    $0 + $411,400 related
    Other
    $0 + $313,008 related
    Deferred
    $0 + $191,575 related
    Nontaxable benefits
    $0 + $22,433 related
    Filer's total
    $0 + $1,586,941 related

  • LAURA RAMOS

    CEO

    Total calculated
    $963,672
    From this org
    $0
    From related orgs
    $794,695
    Other
    $168,977
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $499,431 related
    Bonus
    $0 + $281,893 related
    Other
    $0 + $13,371 related
    Deferred
    $0 + $149,053 related
    Nontaxable benefits
    $0 + $19,924 related
    Filer's total
    $0 + $963,672 related

  • GENE GUTIERREZ

    CHIEF FINANCIAL OFFICER

    Total calculated
    $488,926
    From this org
    $0
    From related orgs
    $436,494
    Other
    $52,432
    Hours/week
    27.5 + 27.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $341,103 related
    Bonus
    $0 + $92,000 related
    Other
    $0 + $3,391 related
    Deferred
    $0 + $16,331 related
    Nontaxable benefits
    $0 + $36,101 related
    Filer's total
    $0 + $488,926 related

  • JULIE KIM

    CNO - SJF

    Total calculated
    $454,032
    From this org
    $396,343
    From related orgs
    $0
    Other
    $57,689
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $284,828
    Bonus
    $90,524
    Other
    $20,991
    Deferred
    $30,311
    Nontaxable benefits
    $27,378
    Filer's total
    $454,032

  • DUB DREES

    MINISTRY CHIEF, PHILANTHROPY OFFICER

    Total calculated
    $444,834
    From this org
    $400,310
    From related orgs
    $0
    Other
    $44,524
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $301,218
    Bonus
    $90,661
    Other
    $8,431
    Deferred
    $16,598
    Nontaxable benefits
    $27,926
    Filer's total
    $444,834

  • MOHAMMAD TARKHAN

    CLINICAL COORDINATOR

    Total calculated
    $391,746
    From this org
    $337,265
    From related orgs
    $0
    Other
    $54,481
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $330,805
    Bonus
    $6,400
    Other
    $60
    Deferred
    $26,345
    Nontaxable benefits
    $28,136
    Filer's total
    $391,746

  • MARK JABLONSKI

    FRMR OFF. - PSJH CMO

    Total calculated
    $380,123
    From this org
    $0
    From related orgs
    $336,522
    Other
    $43,601
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,054 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $32,468 related
    Deferred
    $0 + $26,998 related
    Nontaxable benefits
    $0 + $16,603 related
    Filer's total
    $0 + $380,123 related

  • TROY GIDEON

    EXEC DIR ACUTE CARE OPERATIONS

    Total calculated
    $378,732
    From this org
    $326,588
    From related orgs
    $0
    Other
    $52,144
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $248,948
    Bonus
    $75,180
    Other
    $2,460
    Deferred
    $23,579
    Nontaxable benefits
    $28,565
    Filer's total
    $378,732

  • DANIEL KIM

    EXECUTIVE MEDICAL DIRECTOR

    Total calculated
    $372,365
    From this org
    $334,885
    From related orgs
    $0
    Other
    $37,480
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $282,758
    Bonus
    $29,061
    Other
    $23,066
    Deferred
    $14,557
    Nontaxable benefits
    $22,923
    Filer's total
    $372,365

  • ELIZABETH THOMAS

    EXECUTIVE DIRECTOR NURSING

    Total calculated
    $322,646
    From this org
    $298,717
    From related orgs
    $0
    Other
    $23,929
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $209,479
    Bonus
    $63,930
    Other
    $25,308
    Deferred
    $13,567
    Nontaxable benefits
    $10,362
    Filer's total
    $322,646

  • 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

  • LORRAINE VAIANA

    SECRETARY

    Total calculated
    $91,881
    From this org
    $88,861
    From related orgs
    $0
    Other
    $3,020
    Hours/week
    1 + 49 related

  • PANAGIOTIS BOUGAS MD

    TRUSTEE

    Total calculated
    $31,250
    From this org
    $0
    From related orgs
    $31,250
    Other
    $0
    Hours/week
    0.5

  • DENNIS BUCHANAN MD

    TRUSTEE

    Total calculated
    $4,875
    From this org
    $0
    From related orgs
    $4,875
    Other
    $0
    Hours/week
    0.5

  • ADAM LOESER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • ALAN WEINBERG MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • FIENCIO FEEDY MARES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • GIRIBALA R PATEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • HAROLD HAMUD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • JAMES HARDEMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • JOE LINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • MIKE HERNANDEZ

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SISTER KARIN NUERNBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • SISTER MARY ROGERS CSJ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • STEWART SHANFIELD MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • SUELING CHEN MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

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
  • 7 · Other non-fixed payments

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
  • 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 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, LINE 4B
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: JO ANN ESCASA-HAIGH - $284,024 BRIAN LEE HELLELAND - $224,847 DUB DREES - $1,940 MARK JABLONSKI - $2,795
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.

Provenance

Return type
form_990
Tax year
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202313199349300221

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

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