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Nonprofiteer
← ST HELENA HOSPITAL

Form 990 for tax year 2022

Filed by ST HELENA HOSPITAL.

Totals

Total revenue
$286,547,317
Total expenses
$310,196,102
Contributions and grants received
$3,535,459
Grants paid
$146,275
Program service revenue
$274,484,951
Investment income
-$134,665
Other revenue
$8,661,572
Total assets, end of year
$203,273,737
Total liabilities, end of year
$207,621,120
Net assets or fund balances, end of year
-$4,347,383
Program services expenses (Part IX)
$252,721,732
Management and general expenses
$56,587,086
Fundraising expenses
$887,284
Program service expenses (Part III)
$252,721,732

Program services were 81.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Wing Bill

    Dir/Asst Secr/Vice Chair thru 01/22

    Total calculated
    $2,567,666
    From this org
    $0
    From related orgs
    $2,511,347
    Other
    $56,319
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $263,334 related
    Bonus
    $0 + $662,638 related
    Other
    $0 + $1,585,375 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $44,099 related
    Filer's total
    $0 + $2,567,666 related

  • Heinrich Kerry

    Dir/Chair/CEO as of 01/22

    Total calculated
    $2,206,508
    From this org
    $0
    From related orgs
    $2,131,443
    Other
    $75,065
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,817,710 related
    Bonus
    $0 + $76 related
    Other
    $0 + $313,657 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $62,845 related
    Filer's total
    $0 + $2,206,508 related

  • Hofheins Todd

    Dir/Vice Chair/COO as of 01/22

    Total calculated
    $2,043,931
    From this org
    $0
    From related orgs
    $1,971,652
    Other
    $72,279
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,358,421 related
    Bonus
    $0 + $376,216 related
    Other
    $0 + $237,015 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $60,059 related
    Filer's total
    $0 + $2,043,931 related

  • Jahn Andrew

    Care Division President thru 02/22

    Total calculated
    $1,483,639
    From this org
    $0
    From related orgs
    $1,409,539
    Other
    $74,100
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,047,840 related
    Bonus
    $0 + $349,414 related
    Other
    $0 + $12,285 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $61,880 related
    Filer's total
    $0 + $1,483,639 related

  • Beaman John

    CFO/Asst Secretary as of 01/22

    Total calculated
    $1,419,572
    From this org
    $0
    From related orgs
    $1,361,096
    Other
    $58,476
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,047,636 related
    Bonus
    $0 + $298,600 related
    Other
    $0 + $14,860 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $46,256 related
    Filer's total
    $0 + $1,419,572 related

  • Nahapetian Arby - Care

    Division Medical Officer thru 02/22

    Total calculated
    $1,402,648
    From this org
    $0
    From related orgs
    $1,334,111
    Other
    $68,537
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $927,049 related
    Bonus
    $0 + $234,212 related
    Other
    $0 + $172,850 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $56,317 related
    Filer's total
    $0 + $1,402,648 related

  • Stevens Eric - President

    Northern CA/HI State Network

    Total calculated
    $1,378,159
    From this org
    $0
    From related orgs
    $1,315,314
    Other
    $62,845
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $896,507 related
    Bonus
    $0 + $250,602 related
    Other
    $0 + $168,205 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $50,625 related
    Filer's total
    $0 + $1,378,159 related

  • Spenst Brett - Care Division

    Finance Officer thru 02/22

    Total calculated
    $1,358,925
    From this org
    $0
    From related orgs
    $1,322,824
    Other
    $36,101
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $817,612 related
    Bonus
    $0 + $416,845 related
    Other
    $0 + $88,367 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $23,881 related
    Filer's total
    $0 + $1,358,925 related

  • Reiner Scott

    Former Dir/Chair/CEO thru 12/21

    Total calculated
    $1,258,725
    From this org
    $0
    From related orgs
    $1,222,073
    Other
    $36,652
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $348,458 related
    Bonus
    $0 + $870,709 related
    Other
    $0 + $2,906 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $24,432 related
    Filer's total
    $0 + $1,258,725 related

  • Jobe Meredith

    Secretary

    Total calculated
    $969,220
    From this org
    $0
    From related orgs
    $930,036
    Other
    $39,184
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $639,741 related
    Bonus
    $0 + $154,687 related
    Other
    $0 + $135,608 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $26,964 related
    Filer's total
    $0 + $969,220 related

  • Byrnes John - Former

    Medical Officer, NCR thru 02/20

    Total calculated
    $907,068
    From this org
    $0
    From related orgs
    $841,204
    Other
    $65,864
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $154,814 related
    Bonus
    $0 + $187,322 related
    Other
    $0 + $499,068 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $53,644 related
    Filer's total
    $0 + $907,068 related

  • Howe Judson

    President, North Coast Network

    Total calculated
    $836,449
    From this org
    $0
    From related orgs
    $782,335
    Other
    $54,114
    Hours/week
    8.3 + 41.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $523,665 related
    Bonus
    $0 + $152,359 related
    Other
    $0 + $106,311 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $41,894 related
    Filer's total
    $0 + $836,449 related

  • Herber Steven

    President

    Total calculated
    $775,941
    From this org
    $0
    From related orgs
    $707,009
    Other
    $68,932
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $506,539 related
    Bonus
    $0 + $110,875 related
    Other
    $0 + $89,595 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $56,712 related
    Filer's total
    $0 + $775,941 related

  • Tetz Warren

    Treasurer thru 12/22

    Total calculated
    $603,235
    From this org
    $0
    From related orgs
    $565,355
    Other
    $37,880
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $435,029 related
    Bonus
    $0 + $63,870 related
    Other
    $0 + $66,456 related
    Deferred
    $0 + $12,220 related
    Nontaxable benefits
    $0 + $25,660 related
    Filer's total
    $0 + $603,235 related

  • Valdez Rudolfo

    Supervisor, RN

    Total calculated
    $428,309
    From this org
    $366,436
    From related orgs
    $0
    Other
    $61,873
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,571
    Bonus
    $12,559
    Other
    $140,306
    Deferred
    $10,993
    Nontaxable benefits
    $50,880
    Filer's total
    $428,309

  • Eller Jeff

    Former President, NCR

    Total calculated
    $405,370
    From this org
    $0
    From related orgs
    $352,684
    Other
    $52,686
    Hours/week
    0 + 9 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $177,886 related
    Other
    $0 + $174,798 related
    Deferred
    $0 + $5,337 related
    Nontaxable benefits
    $0 + $47,349 related
    Filer's total
    $0 + $405,370 related

  • Mensch Deborah

    Patient Care Executive

    Total calculated
    $390,233
    From this org
    $0
    From related orgs
    $368,141
    Other
    $22,092
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $340,524 related
    Bonus
    $0 + $11,784 related
    Other
    $0 + $15,833 related
    Deferred
    $0 + $11,044 related
    Nontaxable benefits
    $0 + $11,048 related
    Filer's total
    $0 + $390,233 related

  • Burke Kimberlee

    Supervisor, RN

    Total calculated
    $382,585
    From this org
    $298,211
    From related orgs
    $0
    Other
    $84,374
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $294,238
    Bonus
    $3,750
    Other
    $223
    Deferred
    $8,946
    Nontaxable benefits
    $75,428
    Filer's total
    $382,585

  • Blethen Elisa - Former Fin

    Officer, Treas/Asst Secr thru 11/21

    Total calculated
    $359,359
    From this org
    $0
    From related orgs
    $310,234
    Other
    $49,125
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $26,071 related
    Bonus
    $0 + $49,330 related
    Other
    $0 + $234,833 related
    Deferred
    $0 + $9,307 related
    Nontaxable benefits
    $0 + $39,818 related
    Filer's total
    $0 + $359,359 related

  • Lonto Robert

    Former Reg HP Dir, NCR thru 02/20

    Total calculated
    $352,569
    From this org
    $0
    From related orgs
    $270,421
    Other
    $82,148
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,680 related
    Bonus
    $0 + $73,176 related
    Other
    $0 + $21,565 related
    Deferred
    $0 + $8,113 related
    Nontaxable benefits
    $0 + $74,035 related
    Filer's total
    $0 + $352,569 related

  • Nonescan Cindy

    RN

    Total calculated
    $337,727
    From this org
    $281,975
    From related orgs
    $0
    Other
    $55,752
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,975
    Bonus
    $0
    Other
    $0
    Deferred
    $8,459
    Nontaxable benefits
    $47,293
    Filer's total
    $337,727

  • Hasso Ruth

    RN

    Total calculated
    $326,511
    From this org
    $304,926
    From related orgs
    $0
    Other
    $21,585
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $304,386
    Bonus
    $0
    Other
    $540
    Deferred
    $9,148
    Nontaxable benefits
    $12,437
    Filer's total
    $326,511

  • Vazquez Elizabeth

    RN

    Total calculated
    $317,457
    From this org
    $287,069
    From related orgs
    $0
    Other
    $30,388
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $283,319
    Bonus
    $3,750
    Other
    $0
    Deferred
    $8,612
    Nontaxable benefits
    $21,776
    Filer's total
    $317,457

  • Lyons Timothy

    Medical Officer

    Total calculated
    $291,780
    From this org
    $0
    From related orgs
    $291,780
    Other
    $0
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $291,780 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $291,780 related

  • Vichi Julie

    Finance Officer as of 11/22

    Total calculated
    $228,577
    From this org
    $0
    From related orgs
    $202,647
    Other
    $25,930
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $161,417 related
    Bonus
    $0 + $35,935 related
    Other
    $0 + $5,295 related
    Deferred
    $0 + $6,079 related
    Nontaxable benefits
    $0 + $19,851 related
    Filer's total
    $0 + $228,577 related

  • Freedman John

    Director

    Total calculated
    $26,858
    From this org
    $0
    From related orgs
    $26,858
    Other
    $0
    Hours/week
    0 + 4 related

  • Woodson Marc

    Director

    Total calculated
    $26,728
    From this org
    $0
    From related orgs
    $26,728
    Other
    $0
    Hours/week
    0 + 4 related

  • Banks David

    Director

    Total calculated
    $26,478
    From this org
    $0
    From related orgs
    $26,478
    Other
    $0
    Hours/week
    0 + 4 related

  • Cherry Robert

    Director

    Total calculated
    $26,478
    From this org
    $0
    From related orgs
    $26,478
    Other
    $0
    Hours/week
    0 + 4 related

  • Davis Andrew

    Director

    Total calculated
    $26,478
    From this org
    $0
    From related orgs
    $26,478
    Other
    $0
    Hours/week
    0 + 4 related

  • Innocent Larry

    Director

    Total calculated
    $26,478
    From this org
    $0
    From related orgs
    $26,478
    Other
    $0
    Hours/week
    0 + 4 related

  • Reiner Richard

    Director

    Total calculated
    $26,478
    From this org
    $0
    From related orgs
    $26,478
    Other
    $0
    Hours/week
    0 + 4 related

  • Newton Bradford

    Director

    Total calculated
    $25,180
    From this org
    $0
    From related orgs
    $25,180
    Other
    $0
    Hours/week
    0 + 4 related

  • Salazar Velino

    Director

    Total calculated
    $21,478
    From this org
    $0
    From related orgs
    $21,478
    Other
    $0
    Hours/week
    0 + 4 related

  • Fehr Joy

    Director

    Total calculated
    $430
    From this org
    $0
    From related orgs
    $430
    Other
    $0
    Hours/week
    0 + 4 related

  • Ocampo Lucy

    Director

    Total calculated
    $430
    From this org
    $0
    From related orgs
    $430
    Other
    $0
    Hours/week
    0 + 4 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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, Lines 4a-b
Severance payments are made based upon agreements between certain qualifying employees and Adventist Health System/West. Details of the terms and conditions of the severance agreements are available to the IRS upon request. Blethen, Elisa - severance payment - $234,009 Byrnes, John - severance payment - $465,750 Valdez, Rudolfo - severance payment - $106,673 Wing, Bill - severance payment - $1,584,880 Select executives agreed to participate in CAP-EX in place of a traditional SERP. See Schedule L, Part V of Adventist Health System/West, for a broader description. Split-Dollar life insurance participants are John Beaman, Jeffrey Eller, Kerry Heinrich, Todd Hofheins, Andrew Jahn, Scott Reiner, Brett Spenst, and Bill Wing. A flexible benefits plan (CAA) is offered to groups of highly-compensated employees meeting certain criteria. The participants are provided with an of their corporate provided benefits. The balance is set aside for forfeiture and is at risk to the creditors of Adventist Health. Payouts substantial risks of forfeiture have lapsed. The plan was frozen for new amount equivalent to 41 percent of their base compensation, less the value nonvested deferred compensation that is subject to substantial risk of occur according to the participants' payment elections after all non-vested contributions in 2016. Jahn, Andrew - participant, no activity in 2022 Part II: Eller, Jeff, Former President, NCR was paid through an unrelated organization, Jeffrey D. Eller dba Mountaingate Coaching that was reported on Form 1099 and included in Schedule J, Part II. Lyons, Timothy, Medical Officer, was paid through an unrelated organization, Lyons Huber Anesthesia, Inc. that was reported on Form 1099 and included in Schedule J, Part II.

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.

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
6 November 2023
IRS schema version
2022v5.0
Source object
202333109349302553

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