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Nonprofiteer
← ST JOSEPHS FOUNDATION OF SAN JOAQUIN

Form 990 for tax year 2023

Filed by ST JOSEPHS FOUNDATION OF SAN JOAQUIN.

Totals

Total revenue
$9,047,471
Total expenses
$4,586,845
Contributions and grants received
$8,668,191
Grants paid
$3,373,922
Program services expenses (Part IX)
$3,373,922
Management and general expenses
$1,064,990
Fundraising expenses
$147,933
Program service expenses (Part III)
$3,373,922

Program services were 73.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DONALD J WILEY

    BOARD MEMBER/ PRESIDENT

    Total calculated
    $1,627,432
    From this org
    $0
    From related orgs
    $1,201,824
    Other
    $425,608
    Hours/week
    4 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $515,436 related
    Bonus
    $0 + $522,414 related
    Other
    $0 + $163,974 related
    Deferred
    $0 + $362,316 related
    Nontaxable benefits
    $0 + $63,292 related
    Filer's total
    $0 + $1,627,432 related

  • DREW A GAGNER

    FORMER OFFICER (VICE PRESIDENT, FOUNDATION)

    Total calculated
    $422,353
    From this org
    $0
    From related orgs
    $350,401
    Other
    $71,952
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,875 related
    Bonus
    $0 + $48,076 related
    Other
    $0 + $2,450 related
    Deferred
    $0 + $42,581 related
    Nontaxable benefits
    $0 + $29,371 related
    Filer's total
    $0 + $422,353 related

  • ANDREA NIKKI OCHOA

    BOARD MEMBER/CFO

    Total calculated
    $420,637
    From this org
    $0
    From related orgs
    $354,685
    Other
    $65,952
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,446 related
    Bonus
    $0 + $83,534 related
    Other
    $0 + $3,705 related
    Deferred
    $0 + $40,928 related
    Nontaxable benefits
    $0 + $25,024 related
    Filer's total
    $0 + $420,637 related

  • JULIE ECKARDT

    VICE PRESIDENT, FOUNDATION

    Total calculated
    $273,221
    From this org
    $0
    From related orgs
    $246,915
    Other
    $26,306
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $196,853 related
    Bonus
    $0 + $46,744 related
    Other
    $0 + $3,318 related
    Deferred
    $0 + $22,591 related
    Nontaxable benefits
    $0 + $3,715 related
    Filer's total
    $0 + $273,221 related

  • DENISE SUEN

    BOARD MEMBER

    Total calculated
    $217,020
    From this org
    $0
    From related orgs
    $161,351
    Other
    $55,669
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,698 related
    Bonus
    $0 + $6,803 related
    Other
    $0 + $1,850 related
    Deferred
    $0 + $20,002 related
    Nontaxable benefits
    $0 + $35,667 related
    Filer's total
    $0 + $217,020 related

  • SISTER ABBY NEWTON OP

    BOARD MEMBER

    Total calculated
    $13,880
    From this org
    $0
    From related orgs
    $0
    Other
    $13,880
    Hours/week
    1 + 50 related

  • JAMES ACOSTA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SISTER KATHERINE HAMILTON OP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PALLAVI REDDY

    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

  • ANTHONY BOTT

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MARK RISHWAIN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PATRICK VELASQUEZ

    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 2023.
PART I, LINE 4B
SCHEDULE J, 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 2023 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. A PAYMENT WAS MADE UNDER THIS PLAN DURING 2023 INCLUDE D. WILEY, $130,053. 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 2023.

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
2023
Filed
30 April 2025
IRS schema version
2023v6.0
Source object
202501219349300500

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

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