Skip to content
Nonprofiteer
← CHI ST JOSEPHS CHILDREN

Form 990 for tax year 2024

Filed by CHI ST JOSEPHS CHILDREN.

Totals

Total revenue
$5,623,014
Total expenses
$5,250,984
Contributions and grants received
$0
Grants paid
$66,900
Program services expenses (Part IX)
$4,382,990
Management and general expenses
$867,994
Fundraising expenses
$0
Program service expenses (Part III)
$4,382,990

Program services were 83.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • THOMAS KOPFENSTEINER STD

    DIRECTOR, EX-OFFICIO/CHIEF MISSION OFFICER (THRU 6

    Total calculated
    $2,811,144
    From this org
    $0
    From related orgs
    $2,776,232
    Other
    $34,912
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $850,967 related
    Bonus
    $0 + $1,657,500 related
    Other
    $0 + $267,765 related
    Deferred
    $0 + $20,325 related
    Nontaxable benefits
    $0 + $14,587 related
    Filer's total
    $0 + $2,811,144 related

  • ALLEN SANCHEZ

    DIRECTOR/PRESIDENT

    Total calculated
    $318,202
    From this org
    $0
    From related orgs
    $266,935
    Other
    $51,267
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,536 related
    Bonus
    $0 + $49,415 related
    Other
    $0 + $3,984 related
    Deferred
    $0 + $16,284 related
    Nontaxable benefits
    $0 + $34,983 related
    Filer's total
    $0 + $318,202 related

  • LORIE PADILLA

    DIRECTOR HUMAN SERVICES

    Total calculated
    $167,867
    From this org
    $129,703
    From related orgs
    $0
    Other
    $38,164
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $110,610
    Bonus
    $17,616
    Other
    $1,477
    Deferred
    $7,909
    Nontaxable benefits
    $30,255
    Filer's total
    $167,867

  • MARY COWDREY

    VP OPERATIONS

    Total calculated
    $155,392
    From this org
    $108,635
    From related orgs
    $0
    Other
    $46,757
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $93,040
    Bonus
    $15,406
    Other
    $189
    Deferred
    $7,214
    Nontaxable benefits
    $39,543
    Filer's total
    $155,392

  • DIANE WAGEMANN

    DIRECTOR RESESARCH AND ACCREDITATION

    Total calculated
    $123,270
    From this org
    $104,708
    From related orgs
    $0
    Other
    $18,562
    Hours/week
    40

  • JESSICA BENAVIDEZ

    MANAGER OF FINANCE/TFO

    Total calculated
    $121,953
    From this org
    $94,689
    From related orgs
    $0
    Other
    $27,264
    Hours/week
    40

  • MARIA ESTELA DE RIOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR VERONICA GARCIA EDD

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • CATHY SANCHEZ

    DIRECTOR/ SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SR ANDREA KOVERMAN SC

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    1

  • AMANDA LIND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PABLO SEDILLO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REGINA HUFFMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ADRIAN PEDROZA

    EXECUTIVE DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ELENA AGUILAR

    DIRECTOR/COMMUNITY ADVOCATE

    Total calculated
    $0
    Hours/week
    1

  • SR ANNIE KLAPHEKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN WERTHEIM

    DIRECTOR

    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

  • 3 · Approval by the board or compensation committee
  • 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:
DURING THE CALENDAR YEAR 2024, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY COMMONSPIRIT HEALTH, A RELATED ORGANIZATION. COMMONSPIRIT HEALTH, A RELATED ORGANIZATION. COMMONSPIRIT HEALTH, USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY. IN ADDITION, THE PRESIDENT'S COMPENSATION, AS DETERMINED BY COMMONSPIRIT, IS REVIEWED AND APPROVED BY THE LOCAL BOARD. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15 FOR ADDITIONAL INFORMATION.
PART I, LINE 4A:
CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS 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 REPORTABLE INDIVIDUALS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 WEEKS 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.
PART I, LINE 4B:
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 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: 1) REACHING THE AGE OF 65 (THE PLAN'S NORMAL RETIREMENT AGE), OR 2) 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: THOMAS R. KOPFENSTEINER, $42,500. 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 DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: THOMAS R. KOPFENSTEINER, $536. DUE TO THE "SUPER" VESTING RULES UNDER COMMONSPIRIT'S DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2024 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II. DURING 2024, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: THOMAS R. KOPFENSTEINER, $173,191.
PART II
CHI ST. JOSEPH'S CHILDREN FOLLOWS COMMONSPIRIT'S FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST COMMONSPIRIT IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE COMMONSPIRIT 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 COMMONSPIRIT 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 COMMONSPIRIT'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

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
7 May 2026
IRS schema version
2024v5.5
Source object
202621279349304217

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.