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Nonprofiteer
← COMMONSPIRIT WASHINGTON

Form 990 for tax year 2022

Filed by COMMONSPIRIT WASHINGTON.

Totals

Total revenue
$1,585,832,705
Total expenses
$1,732,889,119
Contributions and grants received
$30,296,794
Grants paid
$434,864
Program service revenue
$1,505,568,321
Investment income
$1,367,395
Other revenue
$48,600,195
Total assets, end of year
$958,034,404
Total liabilities, end of year
$419,213,825
Net assets or fund balances, end of year
$538,820,579
Program services expenses (Part IX)
$1,469,518,211
Management and general expenses
$263,370,908
Fundraising expenses
$0
Program service expenses (Part III)
$1,469,518,211

Program services were 84.8% 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

    $1,513,841

  • 1e · Government grants (contributions)

    $28,636,585

  • 1f · All other contributions, gifts and grants

    $146,368

  • 1g · Noncash contributions included above

    $490,836

  • 2a · Program service revenue: NET PATIENT SERVICES

    total $1,502,826,479 · related or exempt $1,502,826,479 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: RENTAL INCOME

    total $2,741,842 · related or exempt $2,741,842

  • 3 · Investment income

    total $1,426,576 · excluded $1,426,576

  • 6a · Gross rents

    real property $1,526,698

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $1,526,698

  • 6d · Net rental income or loss

    total $1,526,698 · excluded $1,526,698

  • 7a · Gross sales of assets other than inventory

    securities $228,697

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

    securities $0 · other assets $287,878

  • 7c · Gain or loss

    securities $228,697 · other assets -$287,878

  • 7d · Net gain or loss

    total -$59,181 · excluded -$59,181

  • 11a · Other revenue: PHARMACY SERVICES

    total $22,336,319 · related or exempt $0 · unrelated business $8,586,586 · excluded $13,749,733

  • 11b · Other revenue: EMPLOYEE RETENTION CRE

    total $12,720,709 · related or exempt $0 · unrelated business $0 · excluded $12,720,709

  • 11c · Other revenue: CAFETERIA

    total $4,720,382 · related or exempt $0 · unrelated business $0 · excluded $4,720,382

  • 11d · All other revenue

    total $7,296,087 · unrelated business $488,622 · excluded $6,807,465

  • 11e · Other revenue, total

    $47,073,497

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $430,439 · program services $430,439

  • 3 · Grants to foreign organizations and individuals

    total $4,425 · program services $4,425

  • 5 · Compensation of officers, directors and key employees

    total $8,955,379 · management and general $8,955,379

  • 7 · Other salaries and wages

    total $613,636,241 · program services $536,875,828 · management and general $76,760,413

  • 8 · Pension plan contributions

    total $30,471,331 · program services $26,309,866 · management and general $4,161,465

  • 9 · Other employee benefits

    total $74,018,224 · program services $63,232,114 · management and general $10,786,110

  • 10 · Payroll taxes

    total $48,161,573 · program services $40,937,336 · management and general $7,224,237

  • 11b · Fees: legal

    total $2,078,229 · program services $1,974,318 · management and general $103,911

  • 11c · Fees: accounting

    total $158,744 · program services $150,807 · management and general $7,937

  • 11d · Fees: lobbying

    total $187,095 · management and general $187,095

  • 11g · Fees: other

    total $332,860,737 · program services $253,604,374 · management and general $79,256,363

  • 12 · Advertising and promotion

    total $8,543,057 · program services $8,115,904 · management and general $427,153

  • 13 · Office expenses

    total $32,353,456 · program services $30,735,783 · management and general $1,617,673

  • 14 · Information technology

    total $64,930,044 · program services $61,683,542 · management and general $3,246,502

  • 16 · Occupancy

    total $27,758,584 · program services $26,370,655 · management and general $1,387,929

  • 17 · Travel

    total $1,390,954 · program services $834,573 · management and general $556,381

  • 19 · Conferences, conventions and meetings

    total $510,386 · program services $127,596 · management and general $382,790

  • 20 · Interest

    total $4,768,166 · program services $4,768,166

  • 21 · Payments to affiliates

    total $59,991,567 · management and general $59,991,567

  • 22 · Depreciation, depletion and amortization

    total $82,898,483 · program services $78,753,559 · management and general $4,144,924

  • 23 · Insurance

    total $11,563,960 · program services $11,563,960

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $238,559,761 · program services $238,559,761 · management and general $0 · fundraising $0

  • 24b · Other expenses: STATE PROVIDER TAX

    total $36,214,688 · program services $34,403,954 · management and general $1,810,734 · fundraising $0

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $18,072,349 · program services $17,168,732 · management and general $903,617 · fundraising $0

  • 24d · Other expenses: OTHER TAXES

    total $16,927,887 · program services $16,081,493 · management and general $846,394

  • 24e · All other expenses

    total $17,443,360 · program services $16,831,026 · management and general $612,334

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,369 · end of year $1,313

  • 2 · Savings and temporary cash investments

    beginning of year $70,286,885 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $220,851,740 · end of year $217,357,628

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $44,934,187 · end of year $44,428,410

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,362,666 · end of year $6,714,814

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

    $1,523,020,510

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

    $1,047,692,094

  • 10c · Land, buildings and equipment, net

    beginning of year $494,606,291 · end of year $475,328,416

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $40,608,650 · end of year $15,611,784

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $16,165,461 · end of year $16,146,928

  • 15 · Other assets

    beginning of year $112,590,776 · end of year $182,445,111

  • 17 · Accounts payable and accrued expenses

    beginning of year $246,768,332 · end of year $158,074,132

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $249,080 · end of year $954,604

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $206,950,326 · end of year $260,185,089

  • 27 · Net assets without donor restrictions

    beginning of year $553,193,787 · end of year $538,572,079

  • 28 · Net assets with donor restrictions

    beginning of year $248,500 · end of year $248,500

Mission and programs · 2022

Mission

AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.

Activities or mission (Part I)

FHS WAS FOUNDED ON THE PRINCIPLE TO PROVIDE COMPASSIONATE CARE TO EVERYONE REGARDLESS OF ABILITY TO PAY OR SOCIAL STATUS. FHS INCLUDES MULTIPLE FACILITIES AND HOSPICE, AND AN EXPANDING NETWORK OF CLINICS.

  • SEE SCHEDULE H

    Expenses $1,469,518,211 · Grants $434,864 · Revenue $1,505,568,321

As filed on the 2022 return.

Listed in Part VII

  • KETUL PATEL

    CHIEF EXECUTIVE OFFICER VMFH

    Total calculated
    $3,097,504
    From this org
    $0
    From related orgs
    $3,067,968
    Other
    $29,536
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,348,212 related
    Bonus
    $0 + $1,189,554 related
    Other
    $0 + $530,202 related
    Deferred
    $0 + $17,750 related
    Nontaxable benefits
    $0 + $11,786 related
    Filer's total
    $0 + $3,097,504 related

  • IAN WORDEN

    SVP/CHIEF OPERATING OFFICER (THRU 1/7/22)

    Total calculated
    $1,591,512
    From this org
    $1,580,530
    From related orgs
    $0
    Other
    $10,982
    Hours/week
    48

    Schedule J breakdown matched by us

    Base
    $31,714
    Bonus
    $267,068
    Other
    $1,281,748
    Deferred
    $9,249
    Nontaxable benefits
    $1,733
    Filer's total
    $1,591,512

  • KERRY SHANNON

    SVP/CHIEF INTEGRATION OFFICER

    Total calculated
    $893,380
    From this org
    $861,501
    From related orgs
    $0
    Other
    $31,879
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $674,197
    Bonus
    $116,918
    Other
    $70,386
    Deferred
    $10,675
    Nontaxable benefits
    $21,204
    Filer's total
    $893,380

  • CHARLEEN TACHIBANA RN

    SVP/CHIEF QUALITY, SAFETY AND PATIENT EXPERIENCE O

    Total calculated
    $861,774
    From this org
    $828,895
    From related orgs
    $0
    Other
    $32,879
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $637,666
    Bonus
    $97,375
    Other
    $93,854
    Deferred
    $10,675
    Nontaxable benefits
    $22,204
    Filer's total
    $861,774

  • THOMAS KRUSE

    SVP/CHIEF STRATEGY OFFICER

    Total calculated
    $817,470
    From this org
    $770,412
    From related orgs
    $0
    Other
    $47,058
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $647,892
    Bonus
    $120,298
    Other
    $2,222
    Deferred
    $17,583
    Nontaxable benefits
    $29,475
    Filer's total
    $817,470

  • JENNIFER SCHOMBURG

    PRESIDENT ST JOSEPH MEDICAL CENTER

    Total calculated
    $813,576
    From this org
    $789,116
    From related orgs
    $0
    Other
    $24,460
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $521,440
    Bonus
    $201,918
    Other
    $65,758
    Deferred
    $1,413
    Nontaxable benefits
    $23,047
    Filer's total
    $813,576

  • MICHAEL ANDERSON

    SVP/CHIEF MEDICAL OFFICER (THRU 12/31/2022)

    Total calculated
    $780,282
    From this org
    $741,153
    From related orgs
    $0
    Other
    $39,129
    Hours/week
    40 + 20 related

    Schedule J breakdown matched by us

    Base
    $659,105
    Bonus
    $71,380
    Other
    $10,668
    Deferred
    $17,925
    Nontaxable benefits
    $21,204
    Filer's total
    $780,282

  • DAVID NOSACKA

    TREASURER / SVP & CFO

    Total calculated
    $722,710
    From this org
    $679,374
    From related orgs
    $0
    Other
    $43,336
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $545,115
    Bonus
    $125,420
    Other
    $8,839
    Deferred
    $10,675
    Nontaxable benefits
    $32,661
    Filer's total
    $722,710

  • ROGER NG

    CARDIOLOGIST INVASIVE

    Total calculated
    $641,340
    From this org
    $300
    From related orgs
    $615,075
    Other
    $25,965
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300 + $485,838 related
    Bonus
    $0 + $128,526 related
    Other
    $0 + $711 related
    Deferred
    $16,870
    Nontaxable benefits
    $7,995 + $1,100 related
    Filer's total
    $25,165 + $616,175 related

  • CARY EVANS

    DIV VP-PUBLIC POLICY-ADVOCACY

    Total calculated
    $636,724
    From this org
    $602,286
    From related orgs
    $0
    Other
    $34,438
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,408
    Bonus
    $28,297
    Other
    $298,581
    Deferred
    $17,193
    Nontaxable benefits
    $17,245
    Filer's total
    $636,724

  • RYAN PONG

    DIV VP-ACADEMIC OFFICER

    Total calculated
    $594,178
    From this org
    $553,240
    From related orgs
    $0
    Other
    $40,938
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $501,196
    Bonus
    $50,382
    Other
    $1,662
    Deferred
    $7,175
    Nontaxable benefits
    $33,763
    Filer's total
    $594,178

  • DIANNE AROH

    SVP/CHIEF NURSING OFFICER

    Total calculated
    $555,419
    From this org
    $542,132
    From related orgs
    $0
    Other
    $13,287
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $478,425
    Bonus
    $30,761
    Other
    $32,946
    Deferred
    $10,197
    Nontaxable benefits
    $3,090
    Filer's total
    $555,419

  • DHYAN LAL

    DIV VP PAYER STRATEGY-ACCOUNT CARE

    Total calculated
    $533,125
    From this org
    $483,291
    From related orgs
    $0
    Other
    $49,834
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $397,822
    Bonus
    $83,537
    Other
    $1,932
    Deferred
    $17,925
    Nontaxable benefits
    $31,909
    Filer's total
    $533,125

  • NARINE FRANGULYAN

    RN-PATIENT CARE BEDSIDE NON-EXEMPT CERT

    Total calculated
    $525,737
    From this org
    $499,924
    From related orgs
    $0
    Other
    $25,813
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $499,205
    Bonus
    $400
    Other
    $319
    Deferred
    $7,250
    Nontaxable benefits
    $18,563
    Filer's total
    $525,737

  • KIMBERLY MOORE

    VP/INTERIM CHIEF MEDICAL OFFICER

    Total calculated
    $524,780
    From this org
    $491,896
    From related orgs
    $0
    Other
    $32,884
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $443,995
    Bonus
    $45,969
    Other
    $1,932
    Deferred
    $18,560
    Nontaxable benefits
    $14,324
    Filer's total
    $524,780

  • SHARON ROYNE

    VP-HR/CHIEF HRO (THRU 12/31/2022)

    Total calculated
    $514,596
    From this org
    $475,674
    From related orgs
    $0
    Other
    $38,922
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $423,804
    Bonus
    $46,326
    Other
    $5,544
    Deferred
    $17,718
    Nontaxable benefits
    $21,204
    Filer's total
    $514,596

  • JAMES TERRIWILLIGER

    SVP/COO

    Total calculated
    $415,939
    From this org
    $414,832
    From related orgs
    $0
    Other
    $1,107
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $339,347
    Bonus
    $70,000
    Other
    $5,485
    Deferred
    $942
    Nontaxable benefits
    $165
    Filer's total
    $415,939

  • RUSSELL WOOLLEY

    COO ST FRANCIS HOSPITAL & ST ANNE HOSPITAL (THRU 1

    Total calculated
    $384,520
    From this org
    $333,629
    From related orgs
    $0
    Other
    $50,891
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $310,831
    Bonus
    $21,981
    Other
    $817
    Deferred
    $17,915
    Nontaxable benefits
    $32,976
    Filer's total
    $384,520

  • DAVID BUTCHERITE

    FORMER TREASURER / DIV VP FINANCE

    Total calculated
    $377,289
    From this org
    $338,598
    From related orgs
    $0
    Other
    $38,691
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $301,786
    Bonus
    $32,345
    Other
    $4,467
    Deferred
    $17,750
    Nontaxable benefits
    $20,941
    Filer's total
    $377,289

  • MIRIAM CHAMBLISS

    CORPORATE SECRETARY / VP GENERAL COUNSEL

    Total calculated
    $368,023
    From this org
    $0
    From related orgs
    $321,605
    Other
    $46,418
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,119 related
    Bonus
    $0 + $51,504 related
    Other
    $0 + $982 related
    Deferred
    $0 + $15,841 related
    Nontaxable benefits
    $0 + $30,577 related
    Filer's total
    $0 + $368,023 related

  • DINO JOHNSON

    CHIEF OPERATING OFFICER ST ANTHONY HOSPITAL

    Total calculated
    $350,442
    From this org
    $299,071
    From related orgs
    $0
    Other
    $51,371
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,760
    Bonus
    $20,621
    Other
    $690
    Deferred
    $17,621
    Nontaxable benefits
    $33,750
    Filer's total
    $350,442

  • PATRICIA ELLISOR

    FORMER INTERIM SVP/CNO

    Total calculated
    $306,873
    From this org
    $0
    From related orgs
    $280,676
    Other
    $26,197
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $219,718 related
    Bonus
    $0 + $54,750 related
    Other
    $0 + $6,208 related
    Deferred
    $0 + $16,785 related
    Nontaxable benefits
    $0 + $9,412 related
    Filer's total
    $0 + $306,873 related

  • LOIS ERICKSON

    CHIEF OPERATING OFFICER ST CLARE HOSPITAL

    Total calculated
    $305,761
    From this org
    $267,846
    From related orgs
    $0
    Other
    $37,915
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,662
    Bonus
    $18,580
    Other
    $3,604
    Deferred
    $15,972
    Nontaxable benefits
    $21,943
    Filer's total
    $305,761

  • ROSE SHANDROW

    SVP/CHIEF MISSION OFFICER (THRU 7/8/22)

    Total calculated
    $236,944
    From this org
    $214,521
    From related orgs
    $0
    Other
    $22,423
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,449
    Bonus
    $32,060
    Other
    $5,012
    Deferred
    $14,558
    Nontaxable benefits
    $7,865
    Filer's total
    $236,944

  • MICHAEL COX

    CHIEF MISSION OFFICER

    Total calculated
    $159,960
    From this org
    $151,254
    From related orgs
    $0
    Other
    $8,706
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $77,725
    Bonus
    $32,699
    Other
    $40,830
    Deferred
    $0
    Nontaxable benefits
    $8,706
    Filer's total
    $159,960

  • JAMES SMALLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JAMES CIVILLA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LARRY BJORK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BOB CARLILE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ULI CHI PHD

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • SR JUDE CONNELLY OSF

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CAROLYN CORVI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • SR RUTH GOODWIN OSF

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • TOD HAMACHEK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DENNIS HUNTHAUSEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KAREN LEE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ROBERT LEMON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • SR ANNE MCNAMARA OSF

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • GREGG MEYER MD MSC

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JOHN OPPENHEIMER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DIANN PULS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL HOFFMAN

    BOARD MEMBER (THRU 12/31/2022)

    Total calculated
    $0
    Hours/week
    2

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

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 3
DURING THE CALENDAR YEAR 2022, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY COMMONSPIRIT HEALTH, A RELATED ORGANIZATION. COMMONSPIRIT HEALTH USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION SURVEY OR STUDY.
PART I, LINES 4A-B
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. THE FOLLOWING REPORTABLE INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE 2022 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): CARY EVANS, $296,312, IAN WORDEN, $1,281,338.
SCH J, PART I, LINE 4B
DURING THE 2022 CALENDAR YEAR, COMMONSPIRIT HEALTH ("COMMONSPIRIT") MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR DIVISION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DURING 2022 THE FOLLOWING DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: KETUL J. PATEL, $303,924. 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 2022 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 2022, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: KETUL J. PATEL, $212,946. VIRGINIA MASON MEDICAL CENTER MAINTAINED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) FOR ELIGIBLE SENIOR EXECUTIVES. THE SERP IS A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN PURSUANT TO WHICH PLAN BENEFITS ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE PLAN WAS APPROVED BY THE BOARD'S COMPENSATION AND BENEFITS COMMITTEE, A COMMITTEE COMPOSED OF INDEPENDENT BOARD MEMBERS TO WHOM THE BOARD DELEGATES THE AUTHORITY TO APPROVE COMPENSATION AND BENEFITS FOR THE MEDICAL CENTER'S MOST SENIOR EXECUTIVES. THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT COMPENSATION CONSULTANT TO ENSURE THAT COMPENSATION AND BENEFITS, INCLUDING THE SERP, ARE MARKET COMPETITIVE AND REASONABLE. DURING 2022 THE FOLLOWING DISTRIBUTIONS WERE MADE BY VIRGINIA MASON MEDICAL CENTER FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN: KERRY SHANNON, $65,055, CHARLEEN TACHIBANA, $83,597.
SCHEDULE J, PART II
FRANCISCAN HEALTH SYSTEM 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 HUMAN RESOURCES 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 2022.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

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
8 May 2024
IRS schema version
2022v5.0
Source object
202431299349303288

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