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← ST JOSEPH HEALTH SYSTEM FOUNDATION

Form 990 for tax year 2022

Filed by ST JOSEPH HEALTH SYSTEM FOUNDATION.

Totals

Total revenue
$10,889,533
Total expenses
$22,933,246
Contributions and grants received
$8,746,079
Grants paid
$19,243,304
Program service revenue
$0
Investment income
$2,143,454
Other revenue
$0
Total assets, end of year
$121,677,730
Total liabilities, end of year
$1,859,521
Net assets or fund balances, end of year
$119,818,209
Program services expenses (Part IX)
$19,243,304
Management and general expenses
$3,689,942
Fundraising expenses
$0
Program service expenses (Part III)
$19,243,304

Program services were 83.9% 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.

  • 1d · Related organizations

    $8,746,079

  • 3 · Investment income

    total $2,506,013 · related or exempt $0 · unrelated business $2,762 · excluded $2,503,251

  • 7b · Less cost or other basis and sales expenses

    securities $362,559

  • 7c · Gain or loss

    securities -$362,559

  • 7d · Net gain or loss

    total -$362,559 · excluded -$362,559

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $19,243,304 · program services $19,243,304

  • 7 · Other salaries and wages

    total $921,139 · management and general $921,139

  • 11a · Fees: management

    total $578,913 · management and general $578,913

  • 11g · Fees: other

    total $967,636 · management and general $967,636

  • 13 · Office expenses

    total $1,113,311 · management and general $1,113,311

  • 24a · Other expenses: OTHER DIRECT EXPENSES

    total $102,546 · management and general $102,546

  • 24b · Other expenses: UBI TAXES PAID

    total $5,997 · management and general $5,997

  • 24c · Other expenses: LICENSES AND TAXES

    total $400 · management and general $400

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $2,428,062

  • 2 · Savings and temporary cash investments

    beginning of year $7,091,798 · end of year $1,034,210

  • 9 · Prepaid expenses and deferred charges

    beginning of year $153

  • 11 · Investments: publicly traded securities

    beginning of year $136,198,285 · end of year $118,215,458

  • 17 · Accounts payable and accrued expenses

    beginning of year $892,547 · end of year $516,000

  • 25 · Other liabilities

    beginning of year $408,326 · end of year $1,343,521

  • 27 · Net assets without donor restrictions

    beginning of year $141,989,363 · end of year $119,818,209

Mission and programs · 2022

Mission

AS EXPRESSIONS OF GOD'S HEALING LOVE, WITNESSED THROUGH THE MINISTRY OF JESUS, WE ARE STEADFAST IN SERVING ALL, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.

Activities or mission (Part I)

SEE SCHEDULE OAS EXPRESSIONS OF GOD'S HEALING LOVE, WITNESSED THROUGH THE MINISTRY OF JESUS, WE ARE STEADFAST IN SERVING ALL, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.

  • 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-REPORTENVIRONMENTAL, 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.REALIZING OUR MISSIONESTABLISHED IN 1985, THE ST. JOSEPH COMMUNITY PARTNERSHIP FUND WAS THE VISION OF THE SISTERS OF ST. JOSEPH OF ORANGE WITH A MISSION TO SERVE AS AN EXTENSION OF CHRIST'S HEALING MINISTRY, BY PROVIDING FUNDING AND ASSISTANCE FOR IMPROVING THE HEALTH AND WELLBEING OF THE ECONOMICALLY POOR AND UTILIZING THE STRENGTHS AND DIVERSITY OF OUR NEIGHBORS TO BUILD VIBRANT COMMUNITIES.THIS IS ACCOMPLISHED BY MANAGING AND ALLOCATING RESOURCES TO COMMUNITIES AND PARTNERS OF GOODWILL ENGAGED IN INNOVATIVE AND EFFECTIVE INITIATIVES TO SERVE THE COMMON GOOD.PROGRAM SERVICE ACCOMPLISHMENTSST. JOSEPH COMMUNITY PARTNERSHIP FUND ORGANIZATIONAL COMMITMENT BELIEVES WE HAVE A SOCIAL RESPONSIBILITY AND A MORAL OBLIGATION TO RESPOND TO THE NEEDS OF LOW-INCOME FAMILIES AND INDIVIDUALS SERVED BY OUR MINISTRIES. IN 1986, ST. JOSEPH HEALTH (SJH) CREATED A PLAN AND BEGAN AN EFFORT TO FURTHER ITS COMMITMENT TO NEIGHBORS IN NEED. WITH A VISION OF REACHING BEYOND THE WALLS OF ITS HEALTHCARE FACILITIES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FREE CARE FOR THOSE IN NEED OF ACUTE CARE SERVICES, SJH CREATED THE ST. JOSEPH COMMUNITY PARTNERSHIP FUND (THE FUND) TO IMPROVE THE LIVES OF LOW-INCOME INDIVIDUALS RESIDING IN ITS LOCAL COMMUNITIES. THE FUND HAS CONTRIBUTED OVER $350 MILLION TOWARD PROGRAMS THAT ADDRESS THE HEALTH AND WELL-BEING OF LOW-INCOME INDIVIDUALS AND FAMILIES IN AREAS SURROUNDING THE HOSPITALS. THROUGH THE FUND'S STRATEGIC GRANT MAKING PROGRAMS, SIGNIFICANT OUTCOMES HAVE BEEN ACHIEVED IN COMMUNITY HEALTH SETTINGS AND CLINICS, NONPROFIT ORGANIZATIONS, AND LOCAL SJH HOSPITAL MINISTRIES.THE ST. JOSEPH COMMUNITY PARTNERSHIP FUND HAS A NUMBER OF FUNDING INITIATIVES, INCLUDING THE COMMUNITY BUILDING INITIATIVE, THE DISASTER RESPONSE AND RESILIENCE INITIATIVE, THE EDUCATION INITIATIVE, AND THE UPCOMING COMMUNITY HEALING AND RESILIENCE INITIATIVE.COMMUNITY BUILDING INITIATIVETHE COMMUNITY BUILDING INITIATIVE (CBI) WAS CREATED IN 2000 AS A MAJOR COMMITMENT TO MEETING THE FUND'S MISSION. THE FUND'S DESIRED LONG-TERM VISION FOR ITS COMMUNITY BUILDING INITIATIVE IS THE DEVELOPMENT OF RESIDENT-BASED CAPACITY TO DETERMINE AND IMPLEMENT POSITIVE CHANGE IN LOW INCOME COMMUNITIES. THIS CAPACITY IS DEVELOPED THROUGH COMMUNITY-BASED WORK ON ONE ISSUE OF CONCERN TO THE COMMUNITY.INTERSECTIONS INITIATIVETHE INTERSECTIONS INITIATIVE BRINGS TOGETHER PARTNERSHIPS FROM SEVEN CALIFORNIA COMMUNITIES SERVED BY PROVIDENCE ST. JOSEPH HEALTH SYSTEM WITH THE GOAL OF ADVANCING EQUITY BY ADDRESSING THE COMMUNITY CONDITIONS THAT SHAPE HEALTH, SAFETY, AND WELLBEING. GUIDED BY INPUT FROM LOCAL RESIDENTS AND KEY STAKEHOLDERS, THE SEVEN INTERSECTIONS COMMUNITY PARTNERSHIPS ARE TAKING ON ISSUES AS DIVERSE AS AFFORDABLE HOUSING, EDUCATION, ECONOMIC AND WORKFORCE DEVELOPMENT, IMMIGRATION, COMMUNITY TRAUMA, AND CIVIC ENGAGEMENT. DISASTER RESPONSE AND RESILIENCE INITIATIVE THE ST. JOSEPH COMMUNITY PARTNERSHIP FUND CONSIDERS NEEDS ARISING FROM THE OCCURRENCE OF DISASTERS AND UNFORESEEN EMERGENCY NEEDS NATIONALLY AND THROUGHOUT THE WORLD. THROUGH RESPONSIVE GRANTMAKING, THE FUND WORKS TO ADDRESS THE POVERTY AND SUFFERING THAT OFTEN FOLLOW CATASTROPHIC EVENTS.DISASTER RELIEF FUNDING WAS PROVIDED TO U.S.-BASED, NON-PROFIT ORGANIZATIONS THAT PROVIDE RELIEF EFFORTS IN THE U.S. AND ABROAD. THESE ORGANIZATIONS HAVE PROVEN EXPERTISE IN RECONSTRUCTION, DEVELOPMENT AID AND IN REBUILDING COMMUNITIES.EDUCATION INITIATIVE THE EDUCATION INITIATIVE IS A TARGETED INVESTMENT STRATEGY WITH FOCUS AREAS CENTERED ON THE SCHOOL-TO-PRISON PIPELINE, PRENATAL TO THREE, AND COMMUNITY WELLNESS, SAFETY, AND LIBERATION EDUCATION. THE FUND WILL SCALE THE WORK CENTERED ON CAPACITY BUILDING SO COMMUNITIES CAN SUSTAIN TRANSFORMATIVE MOVEMENTS. COMMUNITY HEALING AND RESILIENCE INITIATIVE THE COMMUNITY HEALING AND RESILIENCE INITIATIVE IS FOCUSED ON COLLECTIVE HEALING WITHIN COMMUNITY AS AN ESSENTIAL PRECONDITION TOWARDS FORGING SUSTAINABLE AND MEANINGFUL POWER BUILDING. THROUGH PARTNERSHIPS WITH VARIOUS COMMUNITY-BASED ORGANIZATIONS, WE WILL EXPLORE AND LEARN ABOUT THE IMPACT OF INTERNAL STAFF HEALING, ORGANIZATIONAL HEALING, AND COMMUNITY HEALING COMPREHENSIVELY THAT CONTRIBUTES TO THE ECOSYSTEM OF THE SOCIAL IMPACT FIELD AND HOW HARM IS MANIFESTED WITHIN THE NONPROFIT INDUSTRIAL COMPLEX.

    Expenses $19,243,304 · Grants $19,243,304

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

Listed in Part VII

  • OREST HOLUBEC

    DIRECTOR (PART YEAR)

    Total calculated
    $1,627,766
    From this org
    $0
    From related orgs
    $1,327,235
    Other
    $300,531
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $580,861 related
    Bonus
    $0 + $511,919 related
    Other
    $0 + $234,455 related
    Deferred
    $0 + $266,259 related
    Nontaxable benefits
    $0 + $34,272 related
    Filer's total
    $0 + $1,627,766 related

  • PAUL OHTA

    DIRECTOR - THRU 8/22

    Total calculated
    $737,422
    From this org
    $0
    From related orgs
    $724,647
    Other
    $12,775
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $231,044 related
    Bonus
    $0 + $141,407 related
    Other
    $0 + $352,196 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $12,775 related
    Filer's total
    $0 + $737,422 related

  • PAUL MONTGOMERY

    DIRECTOR/CFO/TREASURER

    Total calculated
    $735,782
    From this org
    $0
    From related orgs
    $630,161
    Other
    $105,621
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $385,675 related
    Bonus
    $0 + $185,000 related
    Other
    $0 + $59,486 related
    Deferred
    $0 + $73,276 related
    Nontaxable benefits
    $0 + $32,345 related
    Filer's total
    $0 + $735,782 related

  • JAMES HARKER

    DIRECTOR

    Total calculated
    $719,200
    From this org
    $0
    From related orgs
    $609,866
    Other
    $109,334
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,632 related
    Bonus
    $0 + $171,194 related
    Other
    $0 + $95,040 related
    Deferred
    $0 + $88,759 related
    Nontaxable benefits
    $0 + $20,575 related
    Filer's total
    $0 + $719,200 related

  • NWANDO ANYAOKU MD

    DIRECTOR

    Total calculated
    $570,748
    From this org
    $0
    From related orgs
    $494,790
    Other
    $75,958
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $358,684 related
    Bonus
    $0 + $123,826 related
    Other
    $0 + $12,280 related
    Deferred
    $0 + $45,092 related
    Nontaxable benefits
    $0 + $30,866 related
    Filer's total
    $0 + $570,748 related

  • GABRIELA ROBLES

    PRESIDENT & CEO

    Total calculated
    $336,261
    From this org
    $0
    From related orgs
    $294,768
    Other
    $41,493
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $220,181 related
    Bonus
    $0 + $61,300 related
    Other
    $0 + $13,287 related
    Deferred
    $0 + $24,408 related
    Nontaxable benefits
    $0 + $17,085 related
    Filer's total
    $0 + $336,261 related

  • JUDY WAGNER

    DIRECTOR

    Total calculated
    $327,384
    From this org
    $0
    From related orgs
    $291,072
    Other
    $36,312
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $245,713 related
    Bonus
    $0 + $43,021 related
    Other
    $0 + $2,338 related
    Deferred
    $0 + $14,347 related
    Nontaxable benefits
    $0 + $21,965 related
    Filer's total
    $0 + $327,384 related

  • ALISSA ABDO

    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

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • JIM WATSON ESQ

    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

  • ROSARIO PEREZ

    FRMR DIRECTOR/CHAIR

    Total calculated
    $190,808
    From this org
    $0
    From related orgs
    $190,808
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $190,808 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $190,808 related

  • JO ANN ESCASA-HAIGH

    FRMR OFF - PSJH EVP/ASST. TREAS.

    Total calculated
    $2,193,229
    From this org
    $0
    From related orgs
    $2,157,414
    Other
    $35,815
    Hours/week
    0 + 65 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

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 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 2022: PAUL OHTA - $106,953 ROSARIO PEREZ - $190,808 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 - $284,024 OREST HOLUBEC - $193,924 JIM WATSON, ESQ - $119,387 PAUL OHTA - $208,765 PAUL MONTGOMERY - $34,926 JAMES HARKER - $70,931 NWANDO ANYAOKU, MD - $5,309
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.

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.

Related partnerships

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

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202343199349300914

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