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Nonprofiteer
← ST JOSEPH HEALTH SYSTEM FOUNDATION

Form 990 for tax year 2023

Filed by ST JOSEPH HEALTH SYSTEM FOUNDATION.

Totals

Total revenue
$13,067,437
Total expenses
$29,836,657
Contributions and grants received
$9,886,352
Grants paid
$28,025,834
Program services expenses (Part IX)
$28,025,834
Management and general expenses
$1,810,823
Fundraising expenses
$0
Program service expenses (Part III)
$28,025,834

Program services were 93.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JO ANN ESCASA-HAIGH

    FRMR EVP/ASSISTANT TREASURER

    Total calculated
    $3,302,551
    From this org
    $0
    From related orgs
    $3,291,797
    Other
    $10,754
    Hours/week
    0 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $44,915 related
    Bonus
    $0 + $1,744,873 related
    Other
    $0 + $1,502,009 related
    Deferred
    $0 + $8,269 related
    Nontaxable benefits
    $0 + $2,485 related
    Filer's total
    $0 + $3,302,551 related

  • DOUGAL HEWITT

    DIRECTOR

    Total calculated
    $2,566,386
    From this org
    $0
    From related orgs
    $2,341,565
    Other
    $224,821
    Hours/week
    0.5 + 64.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $740,125 related
    Bonus
    $0 + $1,431,031 related
    Other
    $0 + $170,409 related
    Deferred
    $0 + $207,477 related
    Nontaxable benefits
    $0 + $17,344 related
    Filer's total
    $0 + $2,566,386 related

  • OREST HOLUBEC

    DIRECTOR - THRU 1/23

    Total calculated
    $1,949,181
    From this org
    $0
    From related orgs
    $1,719,664
    Other
    $229,517
    Hours/week
    0.5 + 64.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $618,968 related
    Bonus
    $0 + $934,894 related
    Other
    $0 + $165,802 related
    Deferred
    $0 + $189,358 related
    Nontaxable benefits
    $0 + $40,159 related
    Filer's total
    $0 + $1,949,181 related

  • JIM WATSON ESQ

    SECRETARY

    Total calculated
    $1,115,622
    From this org
    $0
    From related orgs
    $968,691
    Other
    $146,931
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $480,026 related
    Bonus
    $0 + $399,066 related
    Other
    $0 + $89,599 related
    Deferred
    $0 + $107,204 related
    Nontaxable benefits
    $0 + $39,727 related
    Filer's total
    $0 + $1,115,622 related

  • PAUL MONTGOMERY

    DIRECTOR/CFO/TREASURER

    Total calculated
    $930,564
    From this org
    $0
    From related orgs
    $812,045
    Other
    $118,519
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $395,723 related
    Bonus
    $0 + $331,709 related
    Other
    $0 + $84,613 related
    Deferred
    $0 + $80,918 related
    Nontaxable benefits
    $0 + $37,601 related
    Filer's total
    $0 + $930,564 related

  • JAMES HARKER

    DIRECTOR - THRU 12/31/23

    Total calculated
    $776,588
    From this org
    $0
    From related orgs
    $699,827
    Other
    $76,761
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $350,701 related
    Bonus
    $0 + $275,225 related
    Other
    $0 + $73,901 related
    Deferred
    $0 + $38,928 related
    Nontaxable benefits
    $0 + $37,833 related
    Filer's total
    $0 + $776,588 related

  • NWANDO ANYAOKU MD

    DIRECTOR

    Total calculated
    $749,404
    From this org
    $0
    From related orgs
    $661,299
    Other
    $88,105
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,593 related
    Bonus
    $0 + $270,994 related
    Other
    $0 + $13,712 related
    Deferred
    $0 + $56,389 related
    Nontaxable benefits
    $0 + $31,716 related
    Filer's total
    $0 + $749,404 related

  • JUDY WAGNER

    DIRECTOR

    Total calculated
    $373,359
    From this org
    $0
    From related orgs
    $339,209
    Other
    $34,150
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $253,085 related
    Bonus
    $0 + $30,287 related
    Other
    $0 + $55,837 related
    Deferred
    $0 + $16,997 related
    Nontaxable benefits
    $0 + $17,153 related
    Filer's total
    $0 + $373,359 related

  • GABRIELA ROBLES

    PRESIDENT & CEO

    Total calculated
    $332,905
    From this org
    $0
    From related orgs
    $283,521
    Other
    $49,384
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $226,837 related
    Bonus
    $0 + $40,588 related
    Other
    $0 + $16,096 related
    Deferred
    $0 + $26,037 related
    Nontaxable benefits
    $0 + $23,347 related
    Filer's total
    $0 + $332,905 related

  • ALISSA ABODO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • AVA STEAFFENS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • DONNA LOGAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ELAINE COUTURE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JOE LUMARDA

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARY ANNE FOO

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • SISTER SUZANNE SASSUS

    DIRECTOR - THRU 12/31/23

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 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 — 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
  • 7 · Other non-fixed payments

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
  • 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 PLANNING 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, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING 2023: JO ANN ESCASA-HAIGH - $811,814 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 - $ 603,250 DOUGAL HEWITT - $121,867 OREST HOLUBEC - $122,559 JIM WATSON, ESQ - $64,477 PAUL MONTGOMERY - $57,921 JAMES HARKER - $47,666 NWANDO ANYAOKU, M.D. - $3,058
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

The 10 largest by cash amount. The API serves every itemized grant.

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
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202433179349305173

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

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