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Nonprofiteer
← DIGNITY COMMUNITY CARE

Form 990 for tax year 2024

Filed by DIGNITY COMMUNITY CARE.

Totals

Total revenue
$4,038,974,109
Total expenses
$3,927,618,518
Contributions and grants received
$239,072,692
Grants paid
$83,507,995
Program services expenses (Part IX)
$3,508,050,617
Management and general expenses
$419,567,901
Fundraising expenses
$0
Program service expenses (Part III)
$3,508,050,617

Program services were 89.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WRIGHT L LASSITER III

    PRESIDENT/ CEO, COMMONSPIRIT HEALTH

    Total calculated
    $14,175,319
    From this org
    $0
    From related orgs
    $14,076,171
    Other
    $99,148
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,871,082 related
    Bonus
    $0 + $10,901,250 related
    Other
    $0 + $303,839 related
    Deferred
    $0 + $75,420 related
    Nontaxable benefits
    $0 + $23,728 related
    Filer's total
    $0 + $14,175,319 related

  • TAMMARA WILCOX

    SYSTEM SVP PAYER STRATEGY & RELATIONSHIPS (THRU 9/

    Total calculated
    $9,242,123
    From this org
    $0
    From related orgs
    $6,467,716
    Other
    $2,774,407
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $500,115 related
    Bonus
    $0 + $1,834,460 related
    Other
    $0 + $4,133,141 related
    Deferred
    $0 + $2,744,956 related
    Nontaxable benefits
    $0 + $29,451 related
    Filer's total
    $0 + $9,242,123 related

  • TERIKA RICHARDSON MPH FACHE

    CHAIR/ PRESIDENT & CEO

    Total calculated
    $8,345,090
    From this org
    $0
    From related orgs
    $7,764,970
    Other
    $580,120
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,196,630 related
    Bonus
    $0 + $5,532,500 related
    Other
    $0 + $35,840 related
    Deferred
    $0 + $550,000 related
    Nontaxable benefits
    $0 + $30,120 related
    Filer's total
    $0 + $8,345,090 related

  • JULIE SPRENGEL

    PRESIDENT CALIFORNIA REGION

    Total calculated
    $7,074,593
    From this org
    $0
    From related orgs
    $6,655,764
    Other
    $418,829
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,842,854 related
    Bonus
    $0 + $4,797,820 related
    Other
    $0 + $15,090 related
    Deferred
    $0 + $413,939 related
    Nontaxable benefits
    $0 + $4,890 related
    Filer's total
    $0 + $7,074,593 related

  • JOHN E PETERSDORF

    SYSTEM SVP OPERATIONAL FINANCE

    Total calculated
    $5,864,923
    From this org
    $0
    From related orgs
    $3,765,894
    Other
    $2,099,029
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $734,757 related
    Bonus
    $0 + $1,868,174 related
    Other
    $0 + $1,162,963 related
    Deferred
    $0 + $2,048,138 related
    Nontaxable benefits
    $0 + $50,891 related
    Filer's total
    $0 + $5,864,923 related

  • THOMAS MCGINN MD MPH

    SEVP, PHYSICIAN ENTERPRISE

    Total calculated
    $5,539,630
    From this org
    $0
    From related orgs
    $5,200,696
    Other
    $338,934
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,164,410 related
    Bonus
    $0 + $3,693,282 related
    Other
    $0 + $343,004 related
    Deferred
    $0 + $297,884 related
    Nontaxable benefits
    $0 + $41,050 related
    Filer's total
    $0 + $5,539,630 related

  • DANIEL J MORISSETTE CPA

    TREASURER/ SEVP, CHIEF FINANCIAL OFFICER

    Total calculated
    $5,173,837
    From this org
    $0
    From related orgs
    $5,048,102
    Other
    $125,735
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,702,910 related
    Bonus
    $0 + $3,332,550 related
    Other
    $0 + $12,642 related
    Deferred
    $0 + $91,553 related
    Nontaxable benefits
    $0 + $34,182 related
    Filer's total
    $0 + $5,173,837 related

  • DANIEL BARCHI MEM

    SEVP, CHIEF INFORMATION OFFICER

    Total calculated
    $4,919,846
    From this org
    $0
    From related orgs
    $4,514,498
    Other
    $405,348
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,390,381 related
    Bonus
    $0 + $2,711,475 related
    Other
    $0 + $412,642 related
    Deferred
    $0 + $367,951 related
    Nontaxable benefits
    $0 + $37,397 related
    Filer's total
    $0 + $4,919,846 related

  • MITCH MELFI ESQ JD

    SECRETARY/ VICE CHAIR/ SEVP, CHIEF LEGAL OFFICER

    Total calculated
    $4,666,901
    From this org
    $0
    From related orgs
    $4,621,788
    Other
    $45,113
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,121,560 related
    Bonus
    $0 + $3,181,925 related
    Other
    $0 + $318,303 related
    Deferred
    $0 + $18,925 related
    Nontaxable benefits
    $0 + $26,188 related
    Filer's total
    $0 + $4,666,901 related

  • ROBERT WIEBE MD

    EVP, CHIEF MEDICAL OFFICER (THRU 1/10/25)

    Total calculated
    $4,174,774
    From this org
    $0
    From related orgs
    $4,046,414
    Other
    $128,360
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,250,613 related
    Bonus
    $0 + $2,446,579 related
    Other
    $0 + $349,222 related
    Deferred
    $0 + $122,358 related
    Nontaxable benefits
    $0 + $6,002 related
    Filer's total
    $0 + $4,174,774 related

  • SHERI SHAPIRO MBA

    SEVP, CHIEF STRATEGY OFFICER

    Total calculated
    $3,812,862
    From this org
    $0
    From related orgs
    $3,470,987
    Other
    $341,875
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,114,850 related
    Bonus
    $0 + $2,187,900 related
    Other
    $0 + $168,237 related
    Deferred
    $0 + $300,825 related
    Nontaxable benefits
    $0 + $41,050 related
    Filer's total
    $0 + $3,812,862 related

  • MICHELLE JOHNSON-TIDJANI ESQ JD

    BOARD MEMBER/ SEVP, CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $3,792,171
    From this org
    $0
    From related orgs
    $3,465,242
    Other
    $326,929
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,144,280 related
    Bonus
    $0 + $2,242,500 related
    Other
    $0 + $78,462 related
    Deferred
    $0 + $287,500 related
    Nontaxable benefits
    $0 + $39,429 related
    Filer's total
    $0 + $3,792,171 related

  • LILICIA BAILEY PHD MBA

    SEVP, CHIEF PEOPLE OFFICER

    Total calculated
    $3,101,906
    From this org
    $0
    From related orgs
    $3,070,139
    Other
    $31,767
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $976,783 related
    Bonus
    $0 + $1,714,167 related
    Other
    $0 + $379,189 related
    Deferred
    $0 + $12,075 related
    Nontaxable benefits
    $0 + $19,692 related
    Filer's total
    $0 + $3,101,906 related

  • LISA ZUCKERMAN

    SYSTEM SVP TREASURY & STRATEGIC INVESTMENTS

    Total calculated
    $3,097,377
    From this org
    $0
    From related orgs
    $2,834,370
    Other
    $263,007
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $764,967 related
    Bonus
    $0 + $2,059,703 related
    Other
    $0 + $9,700 related
    Deferred
    $0 + $192,068 related
    Nontaxable benefits
    $0 + $70,939 related
    Filer's total
    $0 + $3,097,377 related

  • KATHLEEN SANFORD DBA RN FAAN FACH

    SEVP, CHIEF NURSING OFFICER

    Total calculated
    $3,039,133
    From this org
    $0
    From related orgs
    $2,984,531
    Other
    $54,602
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $914,805 related
    Bonus
    $0 + $1,792,752 related
    Other
    $0 + $276,974 related
    Deferred
    $0 + $18,925 related
    Nontaxable benefits
    $0 + $35,677 related
    Filer's total
    $0 + $3,039,133 related

  • TIM BRICKER

    PRESIDENT CENTRAL REGION

    Total calculated
    $2,889,751
    From this org
    $0
    From related orgs
    $2,600,816
    Other
    $288,935
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,070,057 related
    Bonus
    $0 + $1,518,117 related
    Other
    $0 + $12,642 related
    Deferred
    $0 + $261,781 related
    Nontaxable benefits
    $0 + $27,154 related
    Filer's total
    $0 + $2,889,751 related

  • BENJIE M LOANZON

    SYSTEM SVP FINANCE AND CORPORATE CONTROLLER

    Total calculated
    $2,814,388
    From this org
    $0
    From related orgs
    $2,618,765
    Other
    $195,623
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $733,143 related
    Bonus
    $0 + $1,876,193 related
    Other
    $0 + $9,429 related
    Deferred
    $0 + $161,427 related
    Nontaxable benefits
    $0 + $34,196 related
    Filer's total
    $0 + $2,814,388 related

  • JON VAN BOENING

    FORMER KE (SVP OPERATIONS & CEO, CENTRAL CALIFORNI

    Total calculated
    $2,784,633
    From this org
    $0
    From related orgs
    $2,589,645
    Other
    $194,988
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,782 related
    Bonus
    $0 + $538,200 related
    Other
    $0 + $1,707,663 related
    Deferred
    $0 + $183,315 related
    Nontaxable benefits
    $0 + $11,673 related
    Filer's total
    $0 + $2,784,633 related

  • SHELLY SCHLENKER

    EVP, CHIEF ADVOCACY OFFICER

    Total calculated
    $2,609,835
    From this org
    $0
    From related orgs
    $1,808,590
    Other
    $801,245
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $609,218 related
    Bonus
    $0 + $1,191,653 related
    Other
    $0 + $7,719 related
    Deferred
    $0 + $760,626 related
    Nontaxable benefits
    $0 + $40,619 related
    Filer's total
    $0 + $2,609,835 related

  • DANIELLE WEBER

    SYSTEM SVP REVENUE CYCLE

    Total calculated
    $2,497,530
    From this org
    $0
    From related orgs
    $2,416,672
    Other
    $80,858
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $625,002 related
    Bonus
    $0 + $1,722,859 related
    Other
    $0 + $68,811 related
    Deferred
    $0 + $57,043 related
    Nontaxable benefits
    $0 + $23,815 related
    Filer's total
    $0 + $2,497,530 related

  • ELAINE LISKO

    SYSTEM SVP AND GENERAL COUNSEL

    Total calculated
    $1,712,175
    From this org
    $0
    From related orgs
    $1,674,168
    Other
    $38,007
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $714,314 related
    Bonus
    $0 + $824,420 related
    Other
    $0 + $135,434 related
    Deferred
    $0 + $18,925 related
    Nontaxable benefits
    $0 + $19,082 related
    Filer's total
    $0 + $1,712,175 related

  • JONATHAN TIMMIS

    BOARD MEMBER (STARTED 7/1/24)

    Total calculated
    $1,692,124
    From this org
    $0
    From related orgs
    $1,533,909
    Other
    $158,215
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $672,981 related
    Bonus
    $0 + $856,406 related
    Other
    $0 + $4,522 related
    Deferred
    $0 + $129,075 related
    Nontaxable benefits
    $0 + $29,140 related
    Filer's total
    $0 + $1,692,124 related

  • PHIL FOSTER

    SYSTEM SVP ENTERPRISE RISK MGMT

    Total calculated
    $1,621,330
    From this org
    $0
    From related orgs
    $1,531,690
    Other
    $89,640
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $665,719 related
    Bonus
    $0 + $792,683 related
    Other
    $0 + $73,288 related
    Deferred
    $0 + $60,589 related
    Nontaxable benefits
    $0 + $29,051 related
    Filer's total
    $0 + $1,621,330 related

  • NANCY BUSSANI

    EVP, CHIEF PHILANTHROPY OFFICER

    Total calculated
    $1,583,128
    From this org
    $0
    From related orgs
    $1,365,595
    Other
    $217,533
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $586,520 related
    Bonus
    $0 + $767,813 related
    Other
    $0 + $11,262 related
    Deferred
    $0 + $195,268 related
    Nontaxable benefits
    $0 + $22,265 related
    Filer's total
    $0 + $1,583,128 related

  • SHAYAN ALAM

    FACULTY PHYSICIAN

    Total calculated
    $1,542,589
    From this org
    $1,475,989
    From related orgs
    $0
    Other
    $66,600
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $592,464
    Bonus
    $882,641
    Other
    $884
    Deferred
    $29,066
    Nontaxable benefits
    $37,534
    Filer's total
    $1,542,589

  • NIMA DAVIS

    EVP, CHIEF COMPLIANCE OFFICER

    Total calculated
    $1,423,311
    From this org
    $0
    From related orgs
    $1,227,556
    Other
    $195,755
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $522,388 related
    Bonus
    $0 + $702,833 related
    Other
    $0 + $2,335 related
    Deferred
    $0 + $148,832 related
    Nontaxable benefits
    $0 + $46,923 related
    Filer's total
    $0 + $1,423,311 related

  • NICHOLAS E TESTA MD

    REGION CMO

    Total calculated
    $1,209,027
    From this org
    $1,150,083
    From related orgs
    $0
    Other
    $58,944
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $790,461
    Bonus
    $357,000
    Other
    $2,622
    Deferred
    $32,403
    Nontaxable benefits
    $26,541
    Filer's total
    $1,209,027

  • TRAVIS MESSINA

    SYSTEM SVP REAL ESTATE SERVICES

    Total calculated
    $1,205,037
    From this org
    $0
    From related orgs
    $1,067,400
    Other
    $137,637
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $482,088 related
    Bonus
    $0 + $582,032 related
    Other
    $0 + $3,280 related
    Deferred
    $0 + $94,235 related
    Nontaxable benefits
    $0 + $43,402 related
    Filer's total
    $0 + $1,205,037 related

  • FRANCISCO JAUME

    FACULTY PHYSICIAN

    Total calculated
    $1,203,183
    From this org
    $1,129,717
    From related orgs
    $0
    Other
    $73,466
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $892,071
    Bonus
    $235,070
    Other
    $2,576
    Deferred
    $33,001
    Nontaxable benefits
    $40,465
    Filer's total
    $1,203,183

  • ALYSSA C RIEDER

    FORMER KE (VP, CHIEF INVESTMENT OFFICER)

    Total calculated
    $1,190,531
    From this org
    $0
    From related orgs
    $1,056,419
    Other
    $134,112
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $621,638 related
    Bonus
    $0 + $432,159 related
    Other
    $0 + $2,622 related
    Deferred
    $0 + $82,926 related
    Nontaxable benefits
    $0 + $51,186 related
    Filer's total
    $0 + $1,190,531 related

  • EDMUNDO S JUSTINO

    FACULTY PHYSICIAN

    Total calculated
    $1,131,194
    From this org
    $1,067,991
    From related orgs
    $0
    Other
    $63,203
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $574,840
    Bonus
    $491,785
    Other
    $1,366
    Deferred
    $29,226
    Nontaxable benefits
    $33,977
    Filer's total
    $1,131,194

  • SAM SAFAVI-ABBASI

    FACULTY PHYSICIAN

    Total calculated
    $1,107,744
    From this org
    $1,083,894
    From related orgs
    $0
    Other
    $23,850
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,073,494
    Bonus
    $10,000
    Other
    $400
    Deferred
    $17,250
    Nontaxable benefits
    $6,600
    Filer's total
    $1,107,744

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

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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 1A
FIRST CLASS AND CHARTER TRAVEL AND UPGRADES TO SUCH ARE TREATED ON AN EXCEPTION BASIS ACCORDING TO COMMONSPIRIT HEALTH POLICY. COMMONSPIRIT HEALTH POLICY ALLOWS MEMBERS OF THE COMMONSPIRIT HEALTH BOARD OF STEWARDSHIP TRUSTEES TO BOOK BUSINESS CLASS FLIGHTS, OR FIRST CLASS IF BUSINESS CLASS IS NOT AVAILABLE, FOR FLIGHTS OF MORE THAN THREE HOURS DURATION. THIS POLICY EXCLUDES ANY PERSON WHO IS AN EMPLOYEE OF COMMONSPIRIT WHO MAY SERVE ON ANY BOARD OR BOARD COMMITTEE ASSOCIATED WITH COMMONSPIRIT OR ITS SUBSIDIARY. COMMONSPIRIT EMPLOYEE FIRST CLASS TRAVEL IS GENERALLY NOT PERMITTED BUT MAY BE UTILIZED IF APPROVED IN ADVANCE IN ACCORDANCE WITH COMMONSPIRIT'S POLICY. SUCH FIRST-CLASS TRAVEL WAS PROVIDED ONE HIGHEST COMPENSATED EMPLOYEE. NO AMOUNTS HAVE BEEN INCLUDED AS REPORTABLE COMPENSATION AS THESE TRAVEL EXPENSES WERE INCURRED FOR BUSINESS PURPOSES.
PART I, LINE 3
THE ORGANIZATION RELIED ON A RELATED ORGANIZATION, COMMONSPIRIT HEALTH ("COMMONSPIRIT"), THAT USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3, TO ESTABLISH THE ORGANIZATION'S CEO'S COMPENSATION: (1) PEOPLE 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 PEOPLE AND COMPENSATION COMMITTEE. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15A FOR ADDITIONAL INFORMATION. IN JUNE OF 2025, COMMONSPIRIT OBTAINED AN INDEPENDENT, OUTSIDE REVIEW OF THE APPROPRIATE ANNUAL STIPEND TO BE PROVIDED TO ITS BOARD AND BOARD COMMITTEE MEMBERS. THE REVIEW INCLUDED COMPARABILITY DATA AND A REPORT-OUT ON REASONABLE AND APPROPRIATE STIPEND RANGES. THE SPONSORSHIP AND GOVERNANCE COMMITTEE OF THE COMMONSPIRIT BOARD CONSIDERED THE DATA AND RANGES AND APPROVED REASONABLE AND APPROPRIATE STIPEND LEVELS BASED UPON THE STIPEND RANGES. COMMONSPIRIT PLANS TO REVIEW THE BOARD STIPEND LEVELS AT THE EARLIER OF EVERY THREE YEARS OR AS ADJUSTMENTS TO COMPENSATION ARE PROPOSED.
PART I, LINES 4A-B
PART I, 4A: IN ACCORDANCE WITH AN EXECUTIVE SEVERANCE POLICY, DIGNITY COMMUNITY CARE'S LISTED PERSONS ARE PROVIDED WITH MARKET-STANDARD COMPENSATION RANGING FROM PAYMENTS OF 9-24 MONTHS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION. THE FOLLOWING REPORTABLE INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FROM DIGNITY HEALTH OR COMMONSPIRIT DURING THE 2024 CALENDAR YEAR, AND THESE SEVERANCE PAYMENTS WERE INCLUDED IN THE INDIVIDUALS' W-2 INCOME AND REPORTABLE COMPENSATION ON PART VII AND SCHEDULE J, PART II, COLUMN (B)(III): T. WILCOX, $1,460,367 AND J. VAN BOENING, $1,701,245. PART I, 4B: CERTAIN LISTED PERSONS EMPLOYED BY DIGNITY HEALTH 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. PAYMENTS PURSUANT TO THE PLAN ARRANGEMENT FOR ONE KEY EMPLOYEE OCCURRED DURING 2024 INCLUDE: T. WILCOX, $388,745. CERTAIN LISTED PERSONS ARE ELIGIBLE TO PARTICIPATE IN NON-QUALIFIED 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 NON-QUALIFIED 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. PAYMENTS PURSUANT TO THE PLAN ARRANGEMENTS FOR THREE KEY EMPLOYEES OCCURRED DURING 2024 INCLUDE J. PETERSDORF, $1,148,724; R. WIEBE, $348,094; T. WILCOX, $2,273,181. CERTAIN LISTED PERSONS PARTICIPATE IN THE COMMONSPIRIT HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), A NONQUALIFIED RETIREMENT PLAN DESIGNED TO PROVIDE DEFERRED COMPENSATION TO KEY EXECUTIVES WHO HAVE CONTRIBUTED MATERIALLY TO THE SUCCESS OF OUR MINISTRY. THE SERP, WHICH BECAME EFFECTIVE IN 2024, IS INTENDED TO PROVIDE HIGHLY COMPENSATED INDIVIDUALS WITH ADDITIONAL RETIREMENT INCOME TO HELP OFFSET REGULATORY LIMITS IN PLACE ON QUALIFIED RETIREMENT PLANS AND SOCIAL SECURITY. EACH ANNUAL CONTRIBUTION IS SUBJECT TO A FOUR-YEAR VESTING OR RETENTION PERIOD. UPON COMPLETION OF THE APPLICABLE FOUR-YEAR RETENTION PERIOD FOR EACH ANNUAL CONTRIBUTION, VESTING WILL OCCUR, AND ANY ACCUMULATED BENEFIT UNDER THE PLAN WILL BE RECEIVED. ON THE FIRST DAY OF THE CALENDAR MONTH AFTER THE FOURTH ANNIVERSARY OF THE SERP BENEFIT, THE ANNUAL CONTRIBUTION AND ITS ASSOCIATED INVESTMENT GAINS OR LOSSES BECOME 100% VESTED. IN ADDITION, THE PARTICIPANT'S SERP BENEFIT BECOMES 100% VESTED UPON ANY OF THE FOLLOWING EVENTS. - REACHING THE AGE OF 65 (THE PLAN'S NORMAL RETIREMENT AGE) - DEATH, OR BECOME DISABLED UNDER THE LONG-TERM DISABILITY PLAN OR SOCIAL SECURITY SHOULD EMPLOYMENT END FOR ANY REASON OTHER THAN TERMINATION WITH SEVERANCE, RETIREMENT AT AGE 65 OR OLDER, DISABILITY, OR DEATH, UNVESTED SERP FUNDS ARE FORFEITED. IF EMPLOYMENT IS TERMINATED WITH SEVERANCE, THE TERMS AND CONDITIONS OUTLINED WITHIN THE SERP, AND NOT THOSE OF ANY SEVERANCE AGREEMENT, WILL CONTROL AND GOVERN PAYMENT ENTITLEMENT UNDER THE SERP. CERTAIN ELIGIBLE LISTED PERSONS RECEIVED AN ADDITIONAL PAYMENT DURING 2024 DUE TO A DELAY IN THE START DATE OF THE SERP. DURING 2024 THE FOLLOWING DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: L. BAILEY, $342,650; D. BARCHI, $400,000; M. JOHNSON-TIDJANI, $71,700; E. LISKO, $41,875; T. MCGINN, $323,600; M. MELFI, $55,947; T. RICHARDSON, $31,600; K. SANFORD, $82,742 AND S. SHAPIRO, $161,400. CERTAIN LISTED PERSONS ARE ELIGIBLE TO PARTICIPATE IN THE CATHOLIC HEALTH INITIATIVES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR REGION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DURING 2024, THE FOLLOWING DISTRIBUTION WAS MADE PURSUANT TO THE COMMONSPIRIT DEFERRED COMPENSATION PLAN TO M. MELFI, $954. DUE TO THE "SUPER" VESTING RULES UNDER THE DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE, A COMBINATION OF AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2024 CONTRIBUTIONS IN CASH. DURING 2024, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: P. FOSTER, $64,840; E. LISKO, $67,718; M. MELFI, $224,064; K. SANFORD, $158,357 AND D. WEBER, $61,174. 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
DIGNITY COMMUNITY CARE FOLLOWS COMMONSPIRIT HEALTH'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT HEALTH'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST COMMONSPIRIT HEALTH AND ITS RELATED ORGANIZATIONS IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE THE ORGANIZATION 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 PEOPLE AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND THE ORGANIZATION'S 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 2024.

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
2024
Filed
13 May 2026
IRS schema version
2024v5.5
Source object
202601339349309970

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.