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Nonprofiteer
← METHODIST HOSPITAL LEVELLAND

Form 990 for tax year 2022

Filed by METHODIST HOSPITAL LEVELLAND.

Totals

Total revenue
$25,264,423
Total expenses
$33,102,657
Contributions and grants received
$336,971
Grants paid
$0
Program service revenue
$24,671,232
Investment income
$203,834
Other revenue
$52,386
Total assets, end of year
$30,647,938
Total liabilities, end of year
$7,675,615
Net assets or fund balances, end of year
$22,972,323
Program services expenses (Part IX)
$32,252,914
Management and general expenses
$849,743
Fundraising expenses
$0
Program service expenses (Part III)
$32,252,914

Program services were 97.4% 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

    $305,042

  • 1f · All other contributions, gifts and grants

    $31,929

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $22,860,578 · related or exempt $22,860,578

  • 2b · Program service revenue: PHARMACY REVENUE

    total $1,810,654 · related or exempt $1,810,654

  • 3 · Investment income

    total $203,834 · unrelated business $296 · excluded $203,538

  • 6a · Gross rents

    real property $44,641

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $44,641

  • 6d · Net rental income or loss

    total $44,641 · excluded $44,641

  • 11a · Other revenue: INTERAFFILIATE REVENUE

    total $4,630 · related or exempt $4,630

  • 11b · Other revenue: REBATES & REFUNDS

    total $3,115 · related or exempt $3,115

  • 11e · Other revenue, total

    $7,745

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $207,149 · program services $200,935 · management and general $6,214

  • 7 · Other salaries and wages

    total $10,626,252 · program services $10,307,464 · management and general $318,788

  • 8 · Pension plan contributions

    total $214,149 · program services $207,725 · management and general $6,424

  • 9 · Other employee benefits

    total $74,897 · program services $72,650 · management and general $2,247

  • 10 · Payroll taxes

    total $782,929 · program services $759,441 · management and general $23,488

  • 11g · Fees: other

    total $5,990,868 · program services $5,811,142 · management and general $179,726

  • 12 · Advertising and promotion

    total $103,741 · program services $100,629 · management and general $3,112

  • 13 · Office expenses

    total $453,419 · program services $439,816 · management and general $13,603

  • 14 · Information technology

    total $65 · program services $63 · management and general $2

  • 16 · Occupancy

    total $347,607 · program services $337,179 · management and general $10,428

  • 17 · Travel

    total $9,616 · program services $9,328 · management and general $288

  • 19 · Conferences, conventions and meetings

    total $9,640 · program services $9,351 · management and general $289

  • 20 · Interest

    total $326 · program services $316 · management and general $10

  • 22 · Depreciation, depletion and amortization

    total $723,875 · program services $723,875

  • 24a · Other expenses: SYSTEM COST ALLOCATION

    total $9,217,265 · program services $8,940,747 · management and general $276,518

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $3,374,429 · program services $3,374,429

  • 24c · Other expenses: HOSPITAL FEE

    total $679,588 · program services $679,588

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $114,235 · program services $110,808 · management and general $3,427

  • 24e · All other expenses

    total $172,607 · program services $167,428 · management and general $5,179

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $12,431,982 · end of year $21,293,237

  • 2 · Savings and temporary cash investments

    beginning of year $12,350,902 · end of year $0

  • 4 · Accounts receivable

    beginning of year $2,749,462

  • 8 · Inventories for sale or use

    beginning of year $309,650 · end of year $485,226

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

    $12,073,540

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

    $9,848,358

  • 10c · Land, buildings and equipment, net

    beginning of year $1,868,886 · end of year $2,225,182

  • 11 · Investments: publicly traded securities

    beginning of year $5,838,903 · end of year $5,228,126

  • 14 · Intangible assets

    beginning of year $432,689 · end of year $384,612

  • 15 · Other assets

    beginning of year $0 · end of year $1,031,555

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,204,189 · end of year $4,920,456

  • 19 · Deferred revenue

    beginning of year $3,184,493 · end of year $476,966

  • 25 · Other liabilities

    beginning of year $8,221,164 · end of year $2,278,193

  • 27 · Net assets without donor restrictions

    beginning of year $22,372,628 · end of year $22,972,323

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 O.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.

  • 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.2022 PROGRAM SERVICE ACCOMPLISHMENTS: (JANUARY 1 - DECEMBER 31, 2022) COVENANT HEALTH COVENANT HEALTH HAS A RICH HISTORY IN THE TEXAS/NEW MEXICO REGION. WHILE HEALTH CARE IN OUR REGION HAS CHANGED OVER THE YEARS, OUR COMMITMENT TO FULFILLING OUR MISSION, VISION, VALUES AND PROMISE HAVE NOT WAIVERED. DUE TO OVERLAPPING SERVICE AREAS, CLOSE GEOGRAPHIC PROXIMITY TO ONE ANOTHER, AND SHARED COMMUNITYOUTREACH PROGRAMS, THE COVENANT HEALTH HOSPITALS COLLABORATED TO DEVELOP A REGIONAL APPROACH TO THE 2021-2023 CHIP. WHILE THERE ARE SOME DIFFERENCES IN SELECT STRATEGIES AND COMMUNITY PARTNERS, COVENANT MEDICAL CENTER, COVENANT CHILDREN'S, GRACE MEDICAL CENTER, COVENANT SPECIALTY HOSPITAL, COVENANT HEALTH PLAINVIEW, AND COVENANT HEALTH LEVELLAND SHARE MANY OF THE SAME CHIP STRATEGIES, WHICH WILL ALLOW FOR MORE EFFECTIVELY LEVERAGING INVESTMENTS IN THE REGION TO MEET COMMUNITY NEEDS. BELOW WE HIGHLIGHT TWO PRIORITY AREA ACCOMPLISHMENTS ACROSS COVENANT HOSPITALS MENTAL AND BEHAVIORAL HEALTH PRIORITY 1: MENTAL AND BEHAVIORAL HEALTH MENTAL AND BEHAVIORAL HEALTH TREATMENT, INTERVENTION AND PREVENTION SERVICES FOR THE COMMUNITY, INCLUDING RELATED ISSUES SUCH AS SUBSTANCE USE NO TIME IN RECENT HISTORY TESTED MENTAL AND BEHAVIORAL HEALTH MORE THAN THE COVID-19 PANDEMIC OF 2020-2021. DURING 2020 COVENANT HEALTH OPENED A COMMUNITY RESOURCE CENTER WITHIN THE LUBBOCK YWCA BUILDING WITH EXPANDED SERVICES CONTINUING INTO 2022. THIS CENTER CONTINUES TO EXPAND ACCESS TO MENTAL HEALTH COUNSELING SERVICES FOR LOW-INCOME AND UN0INSURED. COVENANT HEALTH RUNS A COMMUNITY COUNSELING CENTER WHICH IS AN OUTREACH COUNSELING CLINIC RUN AND FUNDED BY COVENANT HEALTH. THIS IS A COUNSELING CENTER FOR THE COMMUNITY, PROVIDING ACCESS TO LOW INCOME PERSONS IN THE SERVICE AREA. ADDITIONALLY TELE-COUNSLELING SERVICES ARE PROVIDED AND CONTINUED IN 2022 WHICH ALLOWED OUR OUTREACH COUNSELING CENTER TO PROVIDE COUNSELING SERVICES FOR LOW-INCOME AND UN-INSURED PERSON IN OUR REGION AND PROVIDES ACCESS TO THOSE FACING BARRIERS SUCH AS TRANSPORTATION. IN 2022 WE EXPANDED OUR COUNSELING CENTER TO INCLUDE AN INTERNSHIP PROGRAM WHICH ALLOWES US TO PROVIDE MORE SERVICES TO THE COMMUNITITES WE SERVE. IN 2022 OUR CARE COORDINATION COMMUNITY-BASED TEAMS EXPANDED A TEAM DEDICATED SOLEY TO MENTAL HEALTH OUTREACH. WE ALSO CONTIUE TO PARTNER WITH LOCAL NON-PROFITS AND IN 2022 WHO ARE ALSO FOCUSING ON A MENTAL HEALTH, WE PROVIDED SUPPORT AND EDUCATION TO THE LUBBOCK YWCA STAFF REGARDING IN 2022. COVENANT ALSO PARTICIPATES IN A REGIONAL-WIDE MENTAL HEALTH COLLABORATIVE- WEST TEXAS MENTAL HEALTH COLLABORATIVE WHICH PROVIDES SUPPORT TO THE ENTIRE TEXAS SERVICE AREA. THROUGH THIS COLLABORATIVE WE HAVE SUPPORTED THE CREATION OF A NEW DIVERSION CENTER WHICH WILL BE CONSTRUCTED IN 2023-2024 AND WE HAVE ALSO BROUGHT MENTAL HEALTH CONFERENCES TO THE REGION. SAFE, AFFORDABLE, STABLE HOUSING AND PERMANENT SUPPORTIVE HOUSING SOLUTIONS PRIORITY 2: SAFE, AFFORDABLE, STABLE HOUSING AND PERMANENT SUPPORTIVE HOUSING SOLUTIONS FOR PEOPLE EXPERIENCING CHRONIC HOMELESSNESS COVENANT SUPPORTS OUR LOCAL NON-PROFITS WITH BOTH FUNDING AND IN-KIND SUPPORT. IN 2021 LUBBOCK, COVENANT HEALTH SUPPORTED OPEN DOOR, A LOCAL NONPROFIT ORGANIZATION WORKING TO CULTIVATE COMMUNITY AND OPPORTUNITY FOR PEOPLE ACROSS THE REGION EXPERIENCING HOMELESSNESS AND POVERTY. ALL COVENANT SERVICE AREAS ARE SUPPORTED BY OPEN DOOR. USING A COMMUNITY-BASED MODEL, THE OPEN DOOR TEAM CREATES A WELCOMING AND SUPPORTIVE ENVIRONMENT FOR PEOPLE TO ACCESS SELF-CARE, HYGIENE AND FIRST AID SERVICES. IN 2021, COVENANT HEALTH PROVIDED AN $88,000 COMMUNITY BENEFIT WELLNESS GRANT TO OPEN DOOR TO SUPPORT ITS PERMANENT SUPPORTIVE HOUSING PROGRAM AND COMMUNITY CENTER. THE PERMANENT SUPPORTIVE HOUSING PROGRAM PRIORITIZES HOUSING FIRST, IN TANDEM WITH WRAP-AROUND SERVICES THAT MEET BASIC HUMAN AND SOCIAL NEEDS. THIS PROGRAM HELPS PEOPLE GET ON THEIR FEET SO THEY ARE BETTER PREPARED TO REACH THEIR EMPLOYMENT AND EDUCATION GOALS. THE PERMANENT SUPPORTIVE HOUSING PROGRAM SERVED 85 INDIVIDUALS IN 2021. IN 2021, THE PERMANENT SUPPORTIVE HOUSING PROGRAM OPERATED BY OPEN DOOR IN LUBBOCK, TEXAS, SERVED 85 INDIVIDUALS. COVENANT HEALTH SUPPORTED THIS PARTNER WITH AN $88,000 COMMUNITY BENEFIT WELLNESS GRANT. IN 2022, WE CONTINUED TO SUPPORT AND COLLABORATE WITH OPEN DOOR AND LUBBOCK IMPACT THROUGH PROVIDING IN-KIND SERVICES TO THE HOMELESS COMMUNITY. OUR NAVIAGTION TEAM ASSISTED WITH COORDINATING SERVICES FOR HOMELESS AND HOUSING UNSTABLE INDIVIDUALS. IN 2022, WE PROVIDED VOLUNTEERS TO SUPPORT HABITAT FOR HUMANITY'S BLITZ BUILD TO BUILD. WE ALSO CONTINUED TO WORK WITH BUILT FOR ZERO AND TO PARTICIPATE IN AND SUPPORT THE LUBBOCK HOMELESS CONSORTIUM. ADDITIONALLY, WE PROVIDED DENTAL SERVICES TO HOUSING UNSTABLE AND HOMELESS INDIVIDUALS IN OUR OUTREACH DENTAL CLINICS IN PLAINVIEW AND LUBBOCK AND THROUGH A COLLABORATION WITH LUBBOCK IMPACT.

    Expenses $32,252,914 · Revenue $24,678,977

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

Listed in Part VII

  • JAMES KELLY

    FRMR OFF. - VP SENIOR CORP COUNSEL

    Total calculated
    $687,399
    From this org
    $0
    From related orgs
    $604,046
    Other
    $83,353
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $342,441 related
    Bonus
    $0 + $172,339 related
    Other
    $0 + $89,266 related
    Deferred
    $0 + $68,063 related
    Nontaxable benefits
    $0 + $15,290 related
    Filer's total
    $0 + $687,399 related

  • BRUCE WHITE

    BOARD MEMBER/CEO - THRU 2/22

    Total calculated
    $456,192
    From this org
    $0
    From related orgs
    $367,496
    Other
    $88,696
    Hours/week
    28 + 27 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,918 related
    Bonus
    $0 + $85,101 related
    Other
    $0 + $3,477 related
    Deferred
    $0 + $57,040 related
    Nontaxable benefits
    $0 + $31,656 related
    Filer's total
    $0 + $456,192 related

  • GREG MCKAY

    PHYSICIAN ASSISTANT

    Total calculated
    $256,090
    From this org
    $203,388
    From related orgs
    $0
    Other
    $52,702
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $203,197
    Bonus
    $0
    Other
    $191
    Deferred
    $19,234
    Nontaxable benefits
    $33,468
    Filer's total
    $256,090

  • LINDZI TIMBERLAKE

    SECRETARY

    Total calculated
    $247,668
    From this org
    $0
    From related orgs
    $225,368
    Other
    $22,300
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $178,359 related
    Bonus
    $0 + $46,635 related
    Other
    $0 + $374 related
    Deferred
    $0 + $8,744 related
    Nontaxable benefits
    $0 + $13,556 related
    Filer's total
    $0 + $247,668 related

  • JENNIFER BRYAN

    CFO

    Total calculated
    $225,056
    From this org
    $0
    From related orgs
    $198,050
    Other
    $27,006
    Hours/week
    18 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,580 related
    Bonus
    $0 + $41,733 related
    Other
    $0 + $737 related
    Deferred
    $0 + $10,518 related
    Nontaxable benefits
    $0 + $16,488 related
    Filer's total
    $0 + $225,056 related

  • EDUARDO TREVINO

    ACUTE CARE RN

    Total calculated
    $216,569
    From this org
    $183,170
    From related orgs
    $0
    Other
    $33,399
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $166,388
    Bonus
    $16,757
    Other
    $25
    Deferred
    $14,183
    Nontaxable benefits
    $19,216
    Filer's total
    $216,569

  • TOMMIE VIDALES

    NURSE PRACTITIONER

    Total calculated
    $216,390
    From this org
    $178,729
    From related orgs
    $0
    Other
    $37,661
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $178,729
    Bonus
    $0
    Other
    $0
    Deferred
    $17,207
    Nontaxable benefits
    $20,454
    Filer's total
    $216,390

  • RODA CRUZ

    MANAGER REHAB SVCS - THRU 12/22

    Total calculated
    $209,439
    From this org
    $178,116
    From related orgs
    $0
    Other
    $31,323
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $110,203
    Bonus
    $9,378
    Other
    $58,535
    Deferred
    $0
    Nontaxable benefits
    $31,323
    Filer's total
    $209,439

  • NEWMAN WHEELER

    BOARD MEMBER/CEO (PART YEAR)

    Total calculated
    $207,149
    From this org
    $168,232
    From related orgs
    $0
    Other
    $38,917
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $165,373
    Bonus
    $0
    Other
    $2,859
    Deferred
    $8,844
    Nontaxable benefits
    $30,073
    Filer's total
    $207,149

  • AMIE BROGDEN

    NURSE PRACTITIONER

    Total calculated
    $189,562
    From this org
    $162,104
    From related orgs
    $0
    Other
    $27,458
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $162,104
    Bonus
    $0
    Other
    $0
    Deferred
    $14,857
    Nontaxable benefits
    $12,601
    Filer's total
    $189,562

  • CHAD ALEXANDER

    BOARD MEMBER/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DALLAS PENA

    BOARD MEMBER/CHAIR

    Total calculated
    $0
    Hours/week
    1

  • IRMA GUERRA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • REBECCA CURRINGTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • RICHARD ELLIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • ROBIN SATTERWHITE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • TRACY JENKINS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

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 ARE PAID BY ITS TAX-EXEMPT PARENT, COVENANT HEALTH SYSTEM AND THE FILING ORGANIZATION. HOWEVER, COMPENSATION IS ESTABLISHED BY PROVIDENCE. SEE SCHEDULE O, PART VI, LINE 15A FOR THE PROCESS USED BY PROVIDENCE.
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS DURING THE YEAR: RODA CRUZ $ 46,440 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 INDIVIDUAL RECEIVED A PAYOUT DURING THE CURRENT YEAR: JAMES KELLY $ 88,487
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, WHICH IS A PERFORMANCE-BASED ANNUAL INCENTIVE PLAN THAT AFFORDS 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

No itemized grants to organizations 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.

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
7 November 2023
IRS schema version
2022v5.0
Source object
202303189349300505

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