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Nonprofiteer
← ST JOHNS HEALTHCARE FOUNDATION

Form 990 for tax year 2022

Filed by ST JOHNS HEALTHCARE FOUNDATION.

Totals

Total revenue
$1,864,850
Total expenses
$3,007,166
Contributions and grants received
$1,648,538
Grants paid
$2,426,329
Program service revenue
$0
Investment income
$216,312
Other revenue
$0
Total assets, end of year
$9,481,474
Total liabilities, end of year
$383,138
Net assets or fund balances, end of year
$9,098,336
Program services expenses (Part IX)
$2,426,329
Management and general expenses
$309,586
Fundraising expenses
$271,251
Program service expenses (Part III)
$2,426,329

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

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $565,022

  • 1f · All other contributions, gifts and grants

    $1,083,516

  • 1g · Noncash contributions included above

    $4,230

  • 3 · Investment income

    total $114,518 · excluded $114,518

  • 7a · Gross sales of assets other than inventory

    securities $11,002,970

  • 7b · Less cost or other basis and sales expenses

    securities $10,901,176

  • 7c · Gain or loss

    securities $101,794

  • 7d · Net gain or loss

    total $101,794 · excluded $101,794

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,426,329 · program services $2,426,329

  • 11d · Fees: lobbying

    total $12 · management and general $12

  • 11e · Fees: professional fundraising services

    total $14,506 · fundraising $14,506

  • 11f · Fees: investment management

    total $16,815 · management and general $16,815

  • 11g · Fees: other

    total $506,302 · management and general $278,868 · fundraising $227,434

  • 12 · Advertising and promotion

    total $15,288 · management and general $4,547 · fundraising $10,741

  • 13 · Office expenses

    total $5,354 · management and general $4,559 · fundraising $795

  • 14 · Information technology

    total $252 · management and general $252

  • 17 · Travel

    total $2,023 · management and general $2,023

  • 19 · Conferences, conventions and meetings

    total $310 · management and general $310

  • 24a · Other expenses: DONOR CULTIVATION/RECOG

    total $12,576 · fundraising $12,576

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $5,848 · management and general $650 · fundraising $5,198

  • 24c · Other expenses: FOOD

    total $550 · management and general $550

  • 24d · Other expenses: MEDICAL SUPPLIES

    total $318 · management and general $318

  • 24e · All other expenses

    total $683 · management and general $682 · fundraising $1

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,793,422 · end of year $3,822,317

  • 3 · Pledges and grants receivable

    beginning of year $61,715 · end of year $79,532

  • 11 · Investments: publicly traded securities

    beginning of year $3,813,947 · end of year $2,680,035

  • 12 · Investments: other securities

    beginning of year $5,584,249 · end of year $2,727,835

  • 15 · Other assets

    beginning of year $1,500 · end of year $171,755

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,575 · end of year $21,539

  • 18 · Grants payable

    beginning of year $1,974,909 · end of year $354,044

  • 25 · Other liabilities

    beginning of year $9,436 · end of year $7,555

  • 27 · Net assets without donor restrictions

    beginning of year $7,037,826 · end of year $6,311,300

  • 28 · Net assets with donor restrictions

    beginning of year $3,229,087 · end of year $2,787,036

Mission and programs · 2022

Mission

ST. JOHN'S HEALTHCARE FOUNDATION (OXNARD AND CAMARILLO) IS A NON-PROFIT, TAX-EXEMPT ORGANIZATION THAT RAISES, MANAGES, AND DISTRIBUTES FUNDS ON BEHALF OF ST. JOHN'S REGIONAL MEDICAL CENTER AND ST. JOHN'S HOSPITAL CAMARILLO. WE BELIEVE THAT ALL PEOPLE IN OUR COMMUNITY DESERVE HIGH QUALITY HEALTHCARE SERVICES THAT ENHANCE THEIR WELL-BEING IN BODY, MIND AND SPIRIT. WE BELIEVE THAT THE SISTERS OF MERCY, THROUGH THEIR MISSION AT ST. JOHN'S REGIONAL MEDICAL CENTER AND ST. JOHN'S HOSPITAL CAMARILLO, PROVIDE THE MOST EFFECTIVE DELIVERY OF HEALTHCARE SERVICES. THE FOUNDATION SUPPORTS THE HOSPITALS' MISSION BY MAKING THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.

Activities or mission (Part I)

TO PROVIDE FINANCIAL ASSISTANCE AND SUPPORT THROUGH DIGNITY HEALTH DBAS ST. JOHN'S HOSPITAL CAMARILLO (FKA ST. JOHN'S PLEASANT VALLEY HOSPITAL) AND ST. JOHN'S REGIONAL MEDICAL CENTER THROUGH PHILANTHROPY.

  • THE FOUNDATION IS AN IRC SEC 509(A)(3) SUPPORTING ORGANIZATION TO DIGNITY HEALTH, DBA ST. JOHN'S REGIONAL MEDICAL CENTER AND ST. JOHN'S HOSPITAL CAMARILLO ("HOSPITALS"). AS A SUPPORTING ORGANIZATION, THE FOUNDATION OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE HOSPITALS WHICH INCLUDE MAKING PAYMENTS DIRECTLY TO THE HOSPITALS.

    Expenses $2,426,329 · Grants $2,426,329

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SUE ANDERSEN

    FORMER OFFICER (INTERIM CFO)

    Total calculated
    $855,094
    From this org
    $0
    From related orgs
    $729,758
    Other
    $125,336
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $455,487 related
    Bonus
    $0 + $262,715 related
    Other
    $0 + $11,556 related
    Deferred
    $0 + $81,618 related
    Nontaxable benefits
    $0 + $43,718 related
    Filer's total
    $0 + $855,094 related

  • BARRY WOLFMAN

    BOARD MEMBER

    Total calculated
    $713,179
    From this org
    $0
    From related orgs
    $635,467
    Other
    $77,712
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $491,686 related
    Bonus
    $0 + $114,738 related
    Other
    $0 + $29,043 related
    Deferred
    $0 + $29,356 related
    Nontaxable benefits
    $0 + $48,357 related
    Filer's total
    $0 + $713,180 related

  • MATTHEW D RICHARDSON

    FORMER OFFICER (INTERIM CFO)

    Total calculated
    $438,155
    From this org
    $0
    From related orgs
    $381,028
    Other
    $57,127
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $325,162 related
    Bonus
    $0 + $54,282 related
    Other
    $0 + $1,584 related
    Deferred
    $0 + $32,499 related
    Nontaxable benefits
    $0 + $24,628 related
    Filer's total
    $0 + $438,155 related

  • DEBORAH NICKLAS

    FORMER OFFICER (INTERIM CPO)

    Total calculated
    $416,630
    From this org
    $0
    From related orgs
    $371,866
    Other
    $44,764
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $153,758 related
    Bonus
    $0 + $17,289 related
    Other
    $0 + $200,819 related
    Deferred
    $0 + $28,987 related
    Nontaxable benefits
    $0 + $15,777 related
    Filer's total
    $0 + $416,630 related

  • EMMA GROSSMAN

    CFO

    Total calculated
    $276,860
    From this org
    $0
    From related orgs
    $241,463
    Other
    $35,397
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $219,141 related
    Bonus
    $0 + $21,530 related
    Other
    $0 + $792 related
    Deferred
    $0 + $17,502 related
    Nontaxable benefits
    $0 + $17,895 related
    Filer's total
    $0 + $276,860 related

  • GAIL SUMMERS

    VP OF PHILANTROPHY

    Total calculated
    $219,288
    From this org
    $0
    From related orgs
    $193,827
    Other
    $25,461
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $176,700 related
    Bonus
    $0 + $16,747 related
    Other
    $0 + $380 related
    Deferred
    $0 + $15,961 related
    Nontaxable benefits
    $0 + $9,501 related
    Filer's total
    $0 + $219,289 related

  • DEAN BLACK MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NANCY BORCHARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JONATHAN DAVIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATHY EHRLICH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RICH FAVOR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SUZANNE FUSSELL MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAYSREE LAD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARY ANNE MCCABE

    BOARD MEMBER (THRU 7/24/22)

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH MUKLEVICZ

    BOARD MEMBER (THRU 9/30/22)

    Total calculated
    $0
    Hours/week
    1

  • ANTHONY WU

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • THOMAS CRONLEY

    INTERIM SECRETARY/ TREASURER

    Total calculated
    $0
    Hours/week
    1

  • DUSTIN DOCKTER

    SECRETARY (THRU 8/16/22)

    Total calculated
    $0
    Hours/week
    1

  • KATHERINE EDSALL WELLS

    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, 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

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
  • 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.
PART I, LINES 4A-B
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. PAYMENTS OCCURRED DURING 2022 PURSUANT TO THE PLAN ARRANGEMENTS INCLUDE D. NICKLAS, $199,161. 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 OCCURED DURING 2022 PURSUANT TO THE PLAN ARRANGEMENT. 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 III - 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.

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
2022
Filed
3 May 2024
IRS schema version
2022v5.0
Source object
202401249349300840

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