Skip to content
Nonprofiteer
← WESTERN HEALTHCONNECT

Form 990 for tax year 2022

Filed by WESTERN HEALTHCONNECT.

Totals

Total revenue
$143,704,688
Total expenses
$158,933,263
Contributions and grants received
$519,777
Grants paid
$1,442,003
Program service revenue
$137,394,916
Investment income
$2,591,863
Other revenue
$3,198,132
Total assets, end of year
$154,222,926
Total liabilities, end of year
$31,669,866
Net assets or fund balances, end of year
$122,553,060
Program services expenses (Part IX)
$144,904,503
Management and general expenses
$14,028,760
Fundraising expenses
$0
Program service expenses (Part III)
$144,904,503

Program services were 91.2% 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.

  • 1e · Government grants (contributions)

    $258,376

  • 1f · All other contributions, gifts and grants

    $261,401

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $137,375,666 · related or exempt $137,375,666

  • 2b · Program service revenue: MOB RENTAL REVENUE

    total $19,250 · related or exempt $19,250

  • 3 · Investment income

    total $2,591,863 · excluded $2,591,863

  • 11a · Other revenue: REBATES & REFUNDS

    total $101,899 · related or exempt $101,899

  • 11b · Other revenue: CAFETERIA REVENUE

    total $79,077 · related or exempt $79,077

  • 11c · Other revenue: INTERAFFILIATE REVENUE

    total $18,226 · related or exempt $18,226

  • 11d · All other revenue

    total $2,998,930 · related or exempt $2,998,930

  • 11e · Other revenue, total

    $3,198,132

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,442,003 · program services $1,442,003

  • 5 · Compensation of officers, directors and key employees

    total $272,518 · program services $246,480 · management and general $26,038

  • 7 · Other salaries and wages

    total $63,074,849 · program services $57,048,314 · management and general $6,026,535

  • 8 · Pension plan contributions

    total $827,679 · program services $748,598 · management and general $79,081

  • 9 · Other employee benefits

    total $1,235,221 · program services $1,117,201 · management and general $118,020

  • 10 · Payroll taxes

    total $4,522,337 · program services $4,090,247 · management and general $432,090

  • 11b · Fees: legal

    total $454,825 · management and general $454,825

  • 11c · Fees: accounting

    total $6,037 · program services $5,460 · management and general $577

  • 11g · Fees: other

    total $32,380,391 · program services $29,286,582 · management and general $3,093,809

  • 12 · Advertising and promotion

    total $4,891 · program services $4,424 · management and general $467

  • 13 · Office expenses

    total $2,895,856 · program services $2,619,169 · management and general $276,687

  • 14 · Information technology

    total $16,172 · program services $14,627 · management and general $1,545

  • 16 · Occupancy

    total $4,607,209 · program services $4,167,010 · management and general $440,199

  • 17 · Travel

    total $167,380 · program services $151,388 · management and general $15,992

  • 20 · Interest

    total $98,477 · program services $89,068 · management and general $9,409

  • 22 · Depreciation, depletion and amortization

    total $3,358,722 · program services $3,037,810 · management and general $320,912

  • 23 · Insurance

    total $370,672 · program services $335,256 · management and general $35,416

  • 24a · Other expenses: SYSTEM COST ALLOCATION

    total $26,274,871 · program services $23,764,418 · management and general $2,510,453

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $11,066,608 · program services $11,066,608

  • 24c · Other expenses: HOSPITAL FEE

    total $3,902,451 · program services $3,902,451

  • 24d · Other expenses: LICENSES & TAXES

    total $531,790 · program services $480,980 · management and general $50,810

  • 24e · All other expenses

    total $1,422,304 · program services $1,286,409 · management and general $135,895

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $127,514 · end of year $22,831,342

  • 2 · Savings and temporary cash investments

    beginning of year $40,838,894 · end of year $75,472

  • 3 · Pledges and grants receivable

    beginning of year $40,000 · end of year $30,500

  • 4 · Accounts receivable

    beginning of year $28,192,117 · end of year $32,477,901

  • 8 · Inventories for sale or use

    beginning of year $2,524,487 · end of year $2,547,185

  • 9 · Prepaid expenses and deferred charges

    beginning of year $471,586 · end of year $766,005

  • 10a · Land, buildings and equipment: cost or other basis

    $130,337,886

  • 10b · Land, buildings and equipment: accumulated depreciation

    $56,251,579

  • 10c · Land, buildings and equipment, net

    beginning of year $74,793,902 · end of year $74,086,307

  • 12 · Investments: other securities

    beginning of year $246,389 · end of year $216,131

  • 15 · Other assets

    beginning of year $13,802,449 · end of year $21,192,083

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,669,644 · end of year $23,778,577

  • 19 · Deferred revenue

    beginning of year $71,014 · end of year $70,004

  • 25 · Other liabilities

    beginning of year $15,873,376 · end of year $7,821,285

  • 27 · Net assets without donor restrictions

    beginning of year $131,740,816 · end of year $121,539,349

  • 28 · Net assets with donor restrictions

    beginning of year $682,488 · end of year $1,013,711

Mission and programs · 2022

Mission

SUPPORT SIGNIFICANT IMPROVEMENTS IN HEALTH CARE DELIVERY AND OUTCOMES WITHIN THE CONTEXT OF NONPROFIT, CHARITABLE OWNERSHIP.

Activities or mission (Part I)

SEE SCHEDULE OSUPPORT SIGNIFICANT IMPROVEMENTS IN HEALTH CARE DELIVERY AND OUTCOMES WITHIN THE CONTEXT OF NONPROFIT, CHARITABLE OWNERSHIP.

  • SEE SCHEDULE OAT PROVIDENCE, WE USE OUR VOICE TO ADVOCATE FOR VULNERABLE POPULATIONS AND NEEDED REFORMS IN HEALTH CARE. WE ARE ALSO PURSUING INNOVATIVE WAYS TO TRANSFORM HEALTH CARE BY KEEPING PEOPLE HEALTHY, AND MAKING OUR SERVICES MORE CONVENIENT, ACCESSIBLE AND AFFORDABLE FOR ALL. IN AN INCREASINGLY UNCERTAIN WORLD, WE ARE COMMITTED TO HIGH-QUALITY, COMPASSIONATE CARE FOR EVERYONE - REGARDLESS OF COVERAGE OR ABILITY TO PAY. WE HELP PEOPLE AND COMMUNITIES BENEFIT FROM THE BEST HEALTH CARE MODEL FOR THE FUTURE - TODAY.TOGETHER, OUR 117,000 CAREGIVERS (ALL EMPLOYEES) SERVE IN 51 HOSPITALS, 1,000 CLINICS AND A COMPREHENSIVE RANGE OF HEALTH AND SOCIAL SERVICES ACROSS ALASKA, CALIFORNIA, MONTANA, NEW MEXICO, OREGON, TEXAS AND WASHINGTON. THE PROVIDENCE FAMILY INCLUDES:-PROVIDENCE ACROSS SEVEN WESTERN STATES-COVENANT HEALTH IN WEST TEXAS-PROVIDENCE FACEY MEDICAL FOUNDATION IN LOS ANGELES, CA-KADLEC IN SOUTHEAST WASHINGTON-PACIFIC MEDICAL CENTERS IN SEATTLE, WA-SWEDISH HEALTH SERVICES IN SEATTLE, WA AS A COMPREHENSIVE HEALTH CARE ORGANIZATION, WE ARE SERVING MORE PEOPLE, ADVANCING BEST PRACTICES AND CONTINUING OUR MORE THAN 100-YEAR TRADITION OF SERVING THE POOR AND VULNERABLE. DELIVERING SERVICES ACROSS SEVEN STATES, PROVIDENCE IS COMMITTED TO TOUCHING MILLIONS OF MORE LIVES AND ENHANCING THE HEALTH OF THE AMERICAN WEST TO TRANSFORM CARE FOR THE NEXT GENERATION AND BEYOND.THROUGH COMMUNITY BENEFIT PROGRAMS AND OTHER HIGH-IMPACT INVESTMENTS, WE WORK TO ENSURE BASIC HEALTH NEEDS ARE MET AND SERVE TO REMOVE BARRIERS TO CARE, BUILD COMMUNITY RESILIENCE AND INNOVATE FOR THE FUTURE. MINISTRIES AND AFFILIATES SUPPORT ORGANIZATIONS, PROGRAMS AND INITIATIVES THAT IMPROVE HEALTH AND WELL-BEING AND INCREASE EQUITABLE ACCESS TO QUALITY CARE AT THE COMMUNITY LEVEL AND AT SCALE ACROSS SEVEN STATES.WE ARE PROUD OF OUR HISTORY AND CONTINUED COMMITMENT TO HELPING BUILD A MORE EQUITABLE, SUSTAINABLE FUTURE. OUR STEADFAST COMMITMENT TO RESPONDING TO COMMUNITY NEED IS ONE OF THE MANY WAYS MINISTRIES, AFFILIATES AND CAREGIVERS LIVE OUT OUR SHARED MISSION AND CONTINUE TO SERVE AS A VITAL SAFETY NET FOR THOSE WHO ARE VULNERABLE.FOR MORE INFORMATION GO TO: HTTPS://WWW.PROVIDENCE.ORG/ABOUT/ANNUAL-REPORT ENVIRONMENTAL, SOCIAL, AND GOVERNANCE STANDARDSPROVIDENCE CONTINUES TO ADVANCE A SOCIAL RESPONSIBILITY FRAMEWORK THAT INCLUDES A STRONGER COMMITMENT TO DIVERSITY, EQUITY, INCLUSION ("DEI"), AND ENVIRONMENTAL STEWARDSHIP. IN 2022, WE ELEVATED THE WORK OF DEI, BY RESTRUCTURING RESOURCES WITH PLANS TO ALIGN AND SCALE DEI STRATEGIES ACROSS THE PROVIDENCE FAMILY OF ORGANIZATIONS. WE CONTINUE TO EXECUTE ON OUR INTEGRATED STRATEGIC & FINANCIAL PLAN WHICH CLEARLY EXPRESSES OUR COMMITMENT AND ACCELERATION OF THIS IMPORTANT WORK TO ADDRESS SOCIAL, RACIAL, AND ECONOMIC DISPARITIES IN THE COMMUNITIES WE SERVE. PROVIDENCE'S SOCIAL RESPONSIBILITY FRAMEWORK AIMS TO DEPLOY THE ASSETS OF OUR SYSTEM TO SUPPORT COMMUNITY HEALTH IMPROVEMENT, STRENGTHEN LOCAL ECONOMIES AND REDUCE OUR CARBON FOOTPRINT. WE HAVE IMPLEMENTED AN ENVIRONMENTAL STEWARDSHIP SYSTEM STRATEGY THAT ENCOURAGES WASTE REDUCTIONS, EFFICIENT ENERGY AND WATER USAGE, LOCAL AGRICULTURE PARTNERSHIPS, LESS TOXIC AND FEWER CHEMICAL USE, AND A REDUCTION IN CARBON FROM TRAVEL. WE HAVE ALSO HELD ENVIRONMENTAL STEWARDSHIP AS ONE OF THE TOP PRIORITIES FOR OUR LEADERSHIP INCENTIVE PROGRAM TO ENSURE ALIGNMENT AND MOMENTUM CONTINUES. IN APRIL 2022, PROVIDENCE PUBLISHED ITS FIRST ENVIRONMENTAL STEWARDSHIP REPORT, IN WHICH WE REPORTED 12 PERCENT REDUCTION IN CARBON EMISSIONS IN SEVEN KEY CATEGORIES IN OUR ACUTE CARE FACILITIES SINCE OUR 2019 BASELINE. AS OF SEPTEMBER 30, 2022, (THE MOST RECENT DATA AVAILABLE), WE HAVE INCREASED THAT REDUCTION TO 13 PERCENT.PETALUMA VALLEY HOSPITAL ("PVH") AND HEALDSBURG HOSPITAL ("HDH")PVH IS A COMMUNITY HOSPITAL FOUNDED IN 1980 BY THE PETALUMA HEALTHCARE DISTRICT, AND IS LOCATED IN PETALUMA, CA AND HAS 80 LICENSED BEDS AND A CAMPUS THAT IS 14.63 ACRES IN SIZE. PVH HAS A STAFF OF 501 EMPLOYEES AND PROFESSIONAL RELATIONS WITH MORE THAN 260 LOCAL PHYSICIANS. PETALUMA VALLEY HOSPITAL CAME TOGETHER WITH PROVIDENCE HEALDSBURG TO FORM WESTERNHEALTH CONNECT. 2022 PROGRAM SERVICE ACCOMPLISHMENTS: (JANUARY 1 - DECEMBER 31, 2022)PERMANENT SUPPORTIVE HOUSING PROJECTS:SUPPORTING BURBANK HOUSING'S STUDIOS AT MONTERO IN PETALUMA WILL PRODUCE 60 PERMANENT SUPPORTIVE HOUSING UNITS FOR CHRONICALLY HOMELESS INDIVIDUALS. SUPPORTIVE SERVICES, CASE MANAGEMENT AND ENHANCED SOCIAL OPPORTUNITIES PROVIDED BY COMMITTEE ON THE SHELTERLESS. UNITS INCLUDE FULLY OPERABLE KITCHENS AND SPACE FOR SERVICES AND SOCIALIZATION. $800,000 INVESTMENT.SUPPORTING COMMITTEE ON THE SHELTERLESS' MARY ISAAK CENTER PERMANENT SUPPORTIVE HOUSING (MIC PSH) IS AN 11-ROOM HOUSING WING INSIDE THE MARY ISAAK CENTER IN PETALUMA. MIC PSH SERVES INDIVIDUALS WITH CHRONIC HEALTH CONDITIONS AND PROVIDES A SAFE PLACE TO LIVE, EFFECTIVE CASE MANAGEMENT, AND ON-SITE SERVICES INCLUDING MENTAL HEALTH SUPPORT. THIS INITIATIVE HELPS INDIVIDUALS LEAD HEALTHIER LIVES AND ACHIEVE HOUSING STABILITY WHILE DECREASING THE NEED FOR COSTLY HOSPITAL STAYS AND MUNICIPAL SERVICES. $102,342 INVESTMENT.MOBILE VISION CLINIC:SUPPORTING ALLIANCE MEDICAL CENTER'S LAUNCH OF A MOBILE VISION CLINIC FOR UNDERSERVED, LOW-INCOME RESIDENTS IN NORTHERN SONOMA COUNTY IN RESPONSE TO A VISION CARE CRISIS FACING LOW-INCOME FAMILIES. THERE ARE CURRENTLY NO OPTOMETRISTS IN THE NORTHERN SONOMA COUNTY WHO CAN SERVE MEDI-CAL ENROLLEES. THE ONE OPTOMETRIST SERVING THE REGION IS BASED IN SANTA ROSA AND IS NO LONGER ABLE TO SEE PATIENTS UNDER THE AGE OF 5 YEARS. THE PROGRAM WILL ENSURE THAT PATIENTS ARE PROVIDED WITH CULTURALLY AND LINGUISTICALLY SENSITIVE OPTOMETRIC HEALTH CARE VIA A MOBILE CLINIC SERVICE DELIVERY MODEL. VISION CARE TEAM WILL UTILIZE AN OPTOMETRIST, CERTIFIED OPHTHALMIC ASSISTANT/TECHNICIAN AND SUPPORT STAFF. $254,151 INVESTMENT.COMMUNITY WELLNESS CENTER - WINDSOR:SUPPORTING HEALTHCARE FOUNDATION SONOMA COUNTY'S TWO-YEAR PARTICIPATORY PLANNING PROCESS COVERING THE INITIAL RESEARCH, VISIONING, AND DEVELOPMENT PHASE FOR CREATING A COMMUNITY WELLNESS CENTER IN WINDSOR. THE WELLNESS CENTER CAN ENCOMPASS LINKAGE TO HEALTH-RELATED AND OTHER SERVICES, RECREATIONAL ACTIVITIES, WORKSHOPS AND EDUCATIONAL PROGRAMS, PUBLIC FORUMS, AND PUBLIC EVENT SPACES. THE PROJECT IS GEARED TOWARDS THE SOCIAL, CULTURAL LIFE AND EXPRESSED NEEDS OF WINDSOR'S LATINX COMMUNITY. THE WELLNESS CENTER IS AN INVESTMENT IN SOCIAL CAPITAL, SUPPORTING AND EMPOWERING UNDERSERVED NEIGHBORHOODS WHOSE RESIDENTS ARE AMONT THE REGION'S MOST MARGINALIZED AND VULNERABLE. DESIGN INPUT WILL BE COLLECTED FROM COMMUNITY MEMBERS AND STAKEHOLDERS THROUGH A SERIES OF LISTENING SESSIONS. $230,000 INVESTMENT.

    Expenses $144,904,503 · Grants $1,442,003 · Revenue $142,993,048

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

Listed in Part VII

  • Rod F Hochman MD

    PRESIDENT & CEO (PART YEAR)

    Total calculated
    $12,068,289
    From this org
    $0
    From related orgs
    $11,209,100
    Other
    $859,189
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,328,052 related
    Bonus
    $0 + $8,026,200 related
    Other
    $0 + $854,848 related
    Deferred
    $0 + $842,276 related
    Nontaxable benefits
    $0 + $16,913 related
    Filer's total
    $0 + $12,068,289 related

  • Greg Hoffman

    PRESIDENT/CEO & TREASURER

    Total calculated
    $2,898,151
    From this org
    $0
    From related orgs
    $2,619,615
    Other
    $278,536
    Hours/week
    0.5 + 64.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $919,782 related
    Bonus
    $0 + $1,584,583 related
    Other
    $0 + $115,250 related
    Deferred
    $0 + $253,823 related
    Nontaxable benefits
    $0 + $24,713 related
    Filer's total
    $0 + $2,898,151 related

  • Jo Ann Escasa-Haigh

    EVP/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

  • Mike Butler

    FRMR PRESIDENT

    Total calculated
    $1,843,534
    From this org
    $0
    From related orgs
    $1,835,706
    Other
    $7,828
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $1,835,706 related
    Deferred
    $0 + $7,828 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,843,534 related

  • John Whipple

    SECRETARY - THRU 5/22

    Total calculated
    $1,754,801
    From this org
    $0
    From related orgs
    $1,743,754
    Other
    $11,047
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $319,672 related
    Bonus
    $0 + $277,940 related
    Other
    $0 + $1,146,142 related
    Deferred
    $0 + $5,571 related
    Nontaxable benefits
    $0 + $5,476 related
    Filer's total
    $0 + $1,754,801 related

  • Anna Newsom

    SECRETARY (PART YEAR)

    Total calculated
    $1,026,085
    From this org
    $0
    From related orgs
    $801,000
    Other
    $225,085
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $535,718 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $215,282 related
    Deferred
    $0 + $202,914 related
    Nontaxable benefits
    $0 + $22,171 related
    Filer's total
    $0 + $1,026,085 related

  • Jim Watson Esq

    ASSISTANT SECRETARY

    Total calculated
    $961,626
    From this org
    $0
    From related orgs
    $837,237
    Other
    $124,389
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $466,229 related
    Bonus
    $0 + $228,525 related
    Other
    $0 + $142,483 related
    Deferred
    $0 + $98,225 related
    Nontaxable benefits
    $0 + $26,164 related
    Filer's total
    $0 + $961,626 related

  • Michael Bollinger

    PHYSICIAN

    Total calculated
    $830,059
    From this org
    $770,475
    From related orgs
    $0
    Other
    $59,584
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $511,541
    Bonus
    $258,934
    Other
    $0
    Deferred
    $26,896
    Nontaxable benefits
    $32,688
    Filer's total
    $830,059

  • Darian Harris Mha

    CE PETALUMA & HEALDSBURG

    Total calculated
    $501,711
    From this org
    $243,152
    From related orgs
    $204,496
    Other
    $54,063
    Hours/week
    27.25 + 27.75 related

    Schedule J breakdown matched by us

    Base
    $171,502 + $132,931 related
    Bonus
    $56,542
    Other
    $15,108 + $71,565 related
    Deferred
    $22,429 + $18,863 related
    Nontaxable benefits
    $6,937 + $5,834 related
    Filer's total
    $272,518 + $229,193 related

  • Joseph Tito

    PHYSICIAN

    Total calculated
    $467,963
    From this org
    $440,906
    From related orgs
    $0
    Other
    $27,057
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $402,506
    Bonus
    $17,900
    Other
    $20,500
    Deferred
    $15,794
    Nontaxable benefits
    $11,263
    Filer's total
    $467,963

  • Wendi Thomas

    DIR, NURSING

    Total calculated
    $321,309
    From this org
    $281,620
    From related orgs
    $0
    Other
    $39,689
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $231,086
    Bonus
    $38,239
    Other
    $12,295
    Deferred
    $23,730
    Nontaxable benefits
    $15,959
    Filer's total
    $321,309

  • Berta Kaemmerling

    DIR, NURSING

    Total calculated
    $319,182
    From this org
    $293,020
    From related orgs
    $0
    Other
    $26,162
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $245,641
    Bonus
    $38,999
    Other
    $8,380
    Deferred
    $12,743
    Nontaxable benefits
    $13,419
    Filer's total
    $319,182

  • Dennis Fito

    PHYSICIAN

    Total calculated
    $316,942
    From this org
    $275,690
    From related orgs
    $0
    Other
    $41,252
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $225,190
    Bonus
    $30,000
    Other
    $20,500
    Deferred
    $11,795
    Nontaxable benefits
    $29,457
    Filer's total
    $316,942

  • 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

  • Cindy Strauss

    FRMR SECRETARY

    Total calculated
    $146,754
    From this org
    $0
    From related orgs
    $146,754
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $146,754 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $146,754 related

  • Mary Lyons PhD

    BOARD CHAIR

    Total calculated
    $75,936
    From this org
    $0
    From related orgs
    $75,936
    Other
    $0
    Hours/week
    1 + 26.5 related

  • Richard Blair

    DIRECTOR

    Total calculated
    $61,313
    From this org
    $0
    From related orgs
    $61,313
    Other
    $0
    Hours/week
    0.5 + 14.5 related

  • Michael Murphy

    DIRECTOR

    Total calculated
    $50,668
    From this org
    $0
    From related orgs
    $50,668
    Other
    $0
    Hours/week
    0.5 + 13.5 related

  • Charles Sorenson MD

    DIRECTOR

    Total calculated
    $50,000
    From this org
    $0
    From related orgs
    $50,000
    Other
    $0
    Hours/week
    0.5 + 13.5 related

  • Isiaah Crawford PhD

    DIRECTOR

    Total calculated
    $50,000
    From this org
    $0
    From related orgs
    $50,000
    Other
    $0
    Hours/week
    0.5 + 15 related

  • Christina Fisher

    DIRECTOR - THRU 11/22

    Total calculated
    $40,000
    From this org
    $0
    From related orgs
    $40,000
    Other
    $0
    Hours/week
    0.5 + 13.5 related

  • Eric Sprunk

    DIRECTOR

    Total calculated
    $40,000
    From this org
    $0
    From related orgs
    $40,000
    Other
    $0
    Hours/week
    0.5 + 13.5 related

  • Mary Beth Kingston

    DIRECTOR (PART YEAR)

    Total calculated
    $0
    Hours/week
    0.5 + 12.5 related

  • Sister Carol Pacini Lcm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 13.5 related

  • Sister Diane Hejna Csj RN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 13.5 related

  • Sister Phyllis Hughes Rsm Drph

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 13.5 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, 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
  • 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 ST. JOSEPH HEALTH, 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 RECIEVED SEVERANCE PAYMENTS DURING 2022: MIKE BUTLER - $1,835,706 JOHN WHIPPLE - $186,674 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: ROD F. HOCHMAN, M.D. - $789,390 JO ANN ESCASA-HAIGH - $284,024 GREG HOFFMAN - $89,848 JOHN WHIPPLE - $855,652 JIM WATSON, ESQ - $119,674
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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • NORCAL HEALTHCONNECT LLC

    HEALTHCARE · CA · income $86,104,183 · assets $93,209,330

    Directly controlled by WHC

  • HEALTH CONNECT PARTNERS LLC

    HEALTHCARE · WA · income $0 · assets $0

    Directly controlled by WHC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • 20TH STREET SURGERY LLC

    AMBULATORY SURGERY CENTER · CA

  • BRIDGEPORT MEDICAL IMAGING LLC (BMI)

    IMAGING - DIAGNOSTICS · OR · general or managing partner

  • BROADWAY IMAGING LLC

    MEDICAL IMAGING · MT · general or managing partner

  • CANBY MEDICAL CENTER I LLC

    REAL ESTATE - MOB · OR · general or managing partner

  • CENTER FOR MEDICAL IMAGING LLC (CMI)

    IMAGING - DIAGNOSTICS · OR · general or managing partner

  • CLACKAMAS RADIATION ONCOLOGY CENTER LLC

    RADIATION ONCOLOGY · OR · general or managing partner

  • COASTAL ASC HOLDINGS LLC

    HEALTHCARE · CA · general or managing partner

  • COMPREHENSIVE IMAGING PARTNERS OF ORANGE COUNTY

    HEALTHCARE · CA · general or managing partner

  • COVENANT HIGH PLAINS SURGERY CENTER LLC

    HEALTHCARE · PA · general or managing partner

  • COVENANT PARK PHASE I VENTURE LLC

    REAL ESTATE · TX

  • CSS JV LLC

    AMBULATORY SURGERY CENTER · OR

  • FIRST HILL SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · WA · general or managing partner

  • FULLERTON SURGICAL CENTER LP

    AMBULATORY SURGERY CENTER · CA · general or managing partner

  • GREATER VALLEY MEDICAL BUILDING LP

    REAL ESTATE - MOB · CA · general or managing partner

  • HCSA PROPERTIES LLC

    REAL ESTATE RENTAL · WA

  • HERITAGE INVESTMENT GROUP I LLC

    INVESTMENTS · CA

  • HOAG ORTHOPEDIC INSTITUTE

    HEALTHCARE · CA

  • HOI ASC HOLDINGS LLC

    INVESTMENTS · CA

  • IMAGING ASSOCIATES LLC

    MEDICAL IMAGING · AK · general or managing partner

  • LSC REAL PROPERTY LLC

    REAL ESTATE · TX · general or managing partner

  • METHODIST DIAGNOSTIC IMAGING

    HEALTHCARE · TX · general or managing partner

  • MISSION VIEJO PARTNERS II LLC

    REAL ESTATE - MOB · CA · general or managing partner

  • NEWPORT IMAGING CENTER

    HEALTHCARE · CA · general or managing partner

  • NORTH OC IMAGING JV HOLDINGS LLC

    HEALTHCARE · CA

  • OREGON ADVANCED IMAGING LLC

    MEDICAL IMAGING · OR · general or managing partner

  • PAVILION SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · CA

  • PETCT IMAGING AT SWEDISH CANCER INSTITUTE LLC

    MEDICAL IMAGING · WA · general or managing partner

  • PERFORMANCE MEDICAL EQUIPMENT & RESPIRATORY SERVICES LLC

    MEDICAL EQUIPMENT · WA · general or managing partner

  • PHS INVESTMENT TRUST SHORT TERM INVESTMENT PORTFOLIO

    INVESTMENTS · WA

  • PROVIDENCE ALASKA HOUSE I OWNER LP

    SUPPORTIVE HOUSING · AK

  • PROVIDENCE & SCA OFF-CAMPUS HOLDINGS LLC

    MEDICAL · AL

  • PROVIDENCE & SCA ON-CAMPUS HOLDINGS LLC

    MEDICAL · AL · general or managing partner

  • PROVIDENCE HOUSE OAKLAND LP

    SUPPORTIVE HOUSING · CA · general or managing partner

  • PROVIDENCE IMAGING CENTER JOINT VENTURE

    MEDICAL IMAGING · AK

  • PROVIDENCE ST JOSEPH HEALTH LONG TERM PORTFOLIO

    INVESTMENTS · WA

  • PROVIDENCE SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · MT

  • PROVIDENCEUSP SPOKANE SURGERY CENTERS LLC

    AMBULATORY SURGERY CENTER · WA

  • PROVIDENCEUSP SURGERY CTRS LLC

    AMBULATORY SURGERY CENTER · CA

  • RADIATION THERAPY INNOVATIONS LLC

    HEALTHCARE · WA · general or managing partner

  • RIVERSIDE HEALTHCARE

    HEALTHCARE · MN · general or managing partner

  • SJO ASC HOLDINGS LLC

    HEALTHCARE · CA

  • ST JOSEPH PHYSICIAN VENTURES I LLC

    REAL ESTATE · CA · general or managing partner

  • ST JOSEPHSATELLITE DIALYSIS CENTERS LLC

    HEALTHCARE · CA

  • ST JUDE SURGICAL CENTERS LLC

    AMBULATORY SURGERY CENTER · CA · general or managing partner

  • ST MARY MEDICAL CENTER LLC

    HEALTHCARE · CA

  • ST PETER-SOUTH SOUND REGIONAL MRI CENTER

    MEDICAL IMAGING · WA · general or managing partner

  • SURGERY CENTER AT TANASBOURNE LLC

    AMBULATORY SURGERY CENTER · KS · general or managing partner

  • THE MADISON SPOKANE INN LLC

    HOTEL SERVICES · WA · general or managing partner

  • WON-ONC LLC

    REAL ESTATE - MOB · WA · general or managing partner

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • 1221 MADISON STREET OWNERS ASSOC

    C · OWNERS' ASSOCIATION · WA

  • ACCLARA SOLUTIONS GROUP LLC

    C · HOLDING COMPANY · TX

  • ACCLARA SOLUTIONS INTERMEDIATE LLC

    C · HEALTHCARE FINANCIAL SERVICES · TX

  • ADVATA INC (FKA KENSCI INC)

    C · HEALTHCARE · WA

  • AMERICAN UNITY GROUP LTD

    C · CAPTIVE INSURANCE · BD

  • AYIN HEALTH SOLUTIONS INC

    C · HEALTHCARE · DE

  • BOURGET HEALTH SERVICES INC

    C · CLINICAL/MEDICAL LAB · WA

  • CARON CORPORATION

    C · MEDICAL PHYSICIAN SERVICE · MT

  • CLOUD 21 LIMITED

    C · HEALTHCARE · UK

  • COLBURN HILL GROUP INC

    C · HEALTHCARE · DE

  • ENDOSCOPY CENTER OF SOUTHERN CALIFORNIA

    S · HEALTHCARE · CA

  • HMR WEIGHT MANAGEMENT SERVICES CORP

    C · HEALTHCARE · WA

  • HOAG MANAGEMENT SERVICES INC

    C · HEALTHCARE · CA

  • HOAG PHYSICIAN PARTNERS

    C · HEALTHCARE · CA

  • KENSCI TECH INDIA PRIVATE LIMITED

    C · HEALTHCARE · IN

  • KENSCI ASIA PACIFIC PTE LTD

    C · HEALTHCARE · SN

  • LUBBOCK METHODIST HOSP PRACTICE MGMT

    C · INACTIVE · TX

  • LUBBOCK METHODIST HOSPITAL SVCS

    C · HEALTHCARE · TX

  • LUMEDIC INC (FKA LUMEDIC ACQ CO INC)

    C · HEALTHCARE · WA

  • MEDICAL SPECIALTIES MANAGERS INC

    C · HEALTHCARE · WA

  • MISSION VIEJO MEDICAL VENTURES INC

    C · HEALTHCARE · CA

  • PERFORMANCE HEALTH TECHNOLOGY LTD

    C · HEALTHCARE · OR

  • PHN HOLDINGS

    C · STRATEGIC PLANNING SERVICES · CA

  • PROVIDENCE ASSURANCE INC

    C · CAPTIVE INSURANCE · AZ

  • PROVIDENCE GLOBAL CENTER LLP

    C · IT SVCS · IN

  • PROVIDENCE HEALTH CARE VENTURES INC

    C · CLINICAL/MEDICAL LAB · WA

  • PROVIDENCE HEALTH NETWORK

    C · PREPAID HEALTHCARE · CA

  • PROVIDENCE PARTNERS HOLDINGS INC

    C · INVESTMENT · DE

  • PROVIDENCE PHYSICIAN SERVICES CO

    C · HEALTHCARE · WA

  • PROVIDENCE RE

    C · INVESTMENT · CJ

  • PROVIDENCE ST JOSEPH HEALTH NETWORK

    C · HEALTHCARE · CA

  • QUIVIQ INC

    C · HEALTHCARE ANALYTICS · WA

  • ST JOSEPH HEALTH

    C · HOLDING COMPANY · CA

  • ST JOSEPH HEALTH SOURCE INC

    C · HEALTHCARE · CA

  • ST JOSEPH MEDICAL PLAZA ASSOCIATION

    C · CONDO ASSOCIATION · CA

  • ST JOSEPH PROF SVCS ENTERPRSES INC

    C · HEALTHCARE · CA

  • TEGRIA HOLDINGS LLC (FKA GRADY BLOCKER LLC)

    C · HOLDING COMPANY · DE

  • TEGRIA INSIGHTS GROUP HOLDINGS INC

    C · HOLDING COMPANY · WA

  • TEGRIA INSIGHTS GROUP INC

    C · HEALTHCARE · WA

  • TEGRIA PRODUCTS GROUP INC

    C · HOLDING COMPANY · DE

  • TEGRIA RCM GROUP INC (FKA PROV RCM GROUP INC)

    C · HOLDING COMPANY · DE

  • TEGRIA RCM GROUP US INC

    C · HOLDING COMPANY · DE

  • TEGRIA SERVICES GROUP-CAN INC

    C · HEALTHCARE · CA

  • TEGRIA SERVICES GROUP INC (FKA PROVIDENCE SERVICES GROUP)

    C · HOLDING COMPANY · DE

  • TEGRIA SERVICES GROUP-US INC (FKA BLUETREE NETWORK INC)

    C · HEALTHCARE · WI

  • TRUSANA INC

    C · HEALTHCARE · DE

  • VINSERRA INC

    C · INVESTMENT · CA

Provenance

Return type
form_990
Tax year
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202343179349307279

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

The source document this was parsed from is served over the API, which is where bulk and document access live.