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Nonprofiteer
← SJHS JOC HOLDINGS INC

Form 990 for tax year 2023

Filed by SJHS JOC HOLDINGS INC.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$279,222,742
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$279,222,742
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

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.

Balance sheet

Part X, book values.

  • 15 · Other assets

    beginning of year $221,522,849 · end of year $279,222,742

  • 27 · Net assets without donor restrictions

    beginning of year $218,604,428 · end of year $276,004,486

  • 28 · Net assets with donor restrictions

    beginning of year $2,918,421 · end of year $3,218,256

Mission and programs · 2023

Mission

WE, SAINT JOSEPH'S HEALTH SYSTEM AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES. HONORING THE HERITAGE AND ADVANCING THE MINISTRY OF THE SISTERS OF MERCY, SAINT JOSEPH'S HEALTH SYSTEM PROVIDES EXCELLENT HEALTH CARE TO POOR AND MARGINALIZED PERSONS.SJHS/JOC HOLDINGS IS A MEMBER OF SAINT JOSEPH'S HEALTH SYSTEM AND TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE SUPPORT FOR SAINT JOSEPH'S HEALTH SYSTEM

  • SJHS/JOC HOLDINGS, LOCATED IN ATLANTA, GA, IS AN ORGANIZATION FORMED TO SUPPORT THE SAINT JOSEPH'S HEALTH SYSTEM IN ITS CONTINUING PARTICIPATION IN THE EMORY/SAINT JOSEPH'S HOSPITAL JOINT VENTURE.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • KATHRYN LAWLER

    DIRECTOR; SJHS PRESIDENT & CEO

    Total calculated
    $441,390
    From this org
    $0
    From related orgs
    $350,688
    Other
    $90,702
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,036 related
    Bonus
    $0 + $70,125 related
    Other
    $0 + $7,527 related
    Deferred
    $0 + $59,730 related
    Nontaxable benefits
    $0 + $30,972 related
    Filer's total
    $0 + $441,390 related

  • MICHAEL ANDERSON

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • MARY ELLEN GARRETT

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JANE GERETY RSM

    DIR; SEC; SJMCS CHIEF MISSION OFFCR

    Total calculated
    $11,413
    From this org
    $0
    From related orgs
    $0
    Other
    $11,413
    Hours/week
    1 + 49 related

  • GAYLEN KEMP BAXTER

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • KEVIN BRENAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SELETHA BUTLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • PHILIP COLETTI

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DAVID CRAWFORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • THOMAS DAVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ANGELA EBBERWEIN RSM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • DAVID FITZGERALD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • PETER HENNESSY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ED LEE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • KIM MARCHNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • NANCY PARIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • EUGENIA PASCUAL

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DINA RICHARD

    DIRECTOR; TRINITY SVP TREASURY

    Total calculated
    $904,392
    From this org
    $0
    From related orgs
    $859,577
    Other
    $44,815
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $492,677 related
    Bonus
    $0 + $223,042 related
    Other
    $0 + $143,858 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $29,965 related
    Filer's total
    $0 + $904,392 related

  • FRANCENA TURNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • VICKI LUNDY WILBON

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ROBERT WINBORNE

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • EVONNE YANCEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • ERICA STOKES

    TREAS;CFO;SJMCS INT PRES THR 11/23

    Total calculated
    $319,520
    From this org
    $0
    From related orgs
    $266,142
    Other
    $53,378
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,112 related
    Bonus
    $0 + $22,612 related
    Other
    $0 + $1,418 related
    Deferred
    $0 + $20,727 related
    Nontaxable benefits
    $0 + $32,651 related
    Filer's total
    $0 + $319,520 related

  • JANICE WALLACE

    ASST SEC & SJHS EXEC ASST THR 12/23

    Total calculated
    $55,427
    From this org
    $0
    From related orgs
    $51,560
    Other
    $3,867
    Hours/week
    1 + 39 related

  • EARL THOMAS ANDREWS

    FORMER OFFICER; CONSULTANT

    Total calculated
    $155,429
    From this org
    $0
    From related orgs
    $155,429
    Other
    $0
    Hours/week
    0 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $63,375 related
    Bonus
    $0
    Other
    $0 + $92,054 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $155,429 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, 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
SJHS/JOC HOLDINGS IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. SJHS/JOC HOLDINGS' CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF SJHS/JOC HOLDINGS' CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTE
PART I, LINE 4B
THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2023 FOR THE PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: EARL THOMAS ANDREWS - $92,054 DINA RICHARD - $124,270 THE FOLLOWING ACCRUAL FOR 2023 IS INCLUDED IN COLUMN C OF SCHEDULE J, PART II: KATHRYN LAWLER - $44,880

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.

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
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202521339349309432

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