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Nonprofiteer
← ST JOSEPH HEALTH NORTHERN CALIFORNIA LLC

Form 990 for tax year 2023

Filed by ST JOSEPH HEALTH NORTHERN CALIFORNIA LLC.

Totals

Total revenue
$1,504,197,558
Total expenses
$1,532,418,565
Contributions and grants received
$13,329,974
Grants paid
$13,258,946
Program services expenses (Part IX)
$1,473,981,200
Management and general expenses
$55,491,968
Fundraising expenses
$2,945,397
Program service expenses (Part III)
$1,473,981,200

Program services were 96.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KEVIN MANEMANN

    DIV. CHIEF EXEC - SOUTH - THRU 2/23

    Total calculated
    $2,039,677
    From this org
    $0
    From related orgs
    $2,026,390
    Other
    $13,287
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $115,132 related
    Bonus
    $0 + $1,717,844 related
    Other
    $0 + $193,414 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $3,387 related
    Filer's total
    $0 + $2,039,677 related

  • LAUREEN DRISCOLL RN

    PRESIDENT (PART YEAR)

    Total calculated
    $2,001,997
    From this org
    $0
    From related orgs
    $1,726,763
    Other
    $275,234
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $865,621 related
    Bonus
    $0 + $500,000 related
    Other
    $0 + $361,142 related
    Deferred
    $0 + $240,719 related
    Nontaxable benefits
    $0 + $34,515 related
    Filer's total
    $0 + $2,001,997 related

  • NATHAN HUSMANN

    CFO/TREASURER

    Total calculated
    $1,294,473
    From this org
    $0
    From related orgs
    $1,095,778
    Other
    $198,695
    Hours/week
    27 + 28 related

    Schedule J breakdown matched by us

    Base
    $0 + $525,717 related
    Bonus
    $0 + $488,588 related
    Other
    $0 + $81,473 related
    Deferred
    $0 + $165,017 related
    Nontaxable benefits
    $0 + $33,678 related
    Filer's total
    $0 + $1,294,473 related

  • TERRENCE WOOTEN

    CHIEF EXEC QVMC - THRU 11/23

    Total calculated
    $947,009
    From this org
    $0
    From related orgs
    $912,433
    Other
    $34,576
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $359,303 related
    Bonus
    $0 + $424,891 related
    Other
    $0 + $128,239 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $24,676 related
    Filer's total
    $0 + $947,009 related

  • OLUYEMI ADEYANJU ESQ

    SECRETARY

    Total calculated
    $829,721
    From this org
    $0
    From related orgs
    $739,595
    Other
    $90,126
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,930 related
    Bonus
    $0 + $301,838 related
    Other
    $0 + $48,827 related
    Deferred
    $0 + $76,133 related
    Nontaxable benefits
    $0 + $13,993 related
    Filer's total
    $0 + $829,721 related

  • FRANK BEIRNE

    FRMR REGIONAL COO NORTHERN CA

    Total calculated
    $803,851
    From this org
    $0
    From related orgs
    $803,851
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $409,060 related
    Other
    $0 + $394,791 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $803,851 related

  • CHARLES KASSIS

    CHIEF EXEC - SONOMA - THRU 11/23

    Total calculated
    $768,254
    From this org
    $0
    From related orgs
    $728,177
    Other
    $40,077
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $419,683 related
    Bonus
    $0 + $203,869 related
    Other
    $0 + $104,625 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $25,227 related
    Filer's total
    $0 + $768,254 related

  • CHAD KRILICH

    FORMER CMO

    Total calculated
    $522,765
    From this org
    $522,765
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $522,765
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $522,765

  • ROBERTA LUSKIN-HAWK MD

    FRMR CHIEF EXEC EUREKA

    Total calculated
    $489,091
    From this org
    $0
    From related orgs
    $489,091
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $489,091 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $489,091 related

  • RUSS BRAUN

    CHIEF MEDICAL OFFICER HOSPITAL

    Total calculated
    $483,448
    From this org
    $458,947
    From related orgs
    $0
    Other
    $24,501
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $381,290
    Bonus
    $40,948
    Other
    $36,709
    Deferred
    $18,359
    Nontaxable benefits
    $6,142
    Filer's total
    $483,448

  • PATTI PILGRIM

    REGIONAL CFO, TREASURER - THRU 4/23

    Total calculated
    $482,134
    From this org
    $0
    From related orgs
    $453,848
    Other
    $28,286
    Hours/week
    54.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,985 related
    Bonus
    $0 + $277,043 related
    Other
    $0 + $37,820 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $13,436 related
    Filer's total
    $0 + $482,134 related

  • NAYDU LUCAS

    CHIEF NURSING OFFICER

    Total calculated
    $472,059
    From this org
    $423,271
    From related orgs
    $0
    Other
    $48,788
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $303,487
    Bonus
    $48,802
    Other
    $70,982
    Deferred
    $17,527
    Nontaxable benefits
    $31,261
    Filer's total
    $472,059

  • STACIE MILLER

    CHIEF NURSING OFFICER

    Total calculated
    $462,817
    From this org
    $417,458
    From related orgs
    $0
    Other
    $45,359
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $344,458
    Bonus
    $32,069
    Other
    $40,931
    Deferred
    $17,437
    Nontaxable benefits
    $27,922
    Filer's total
    $462,817

  • REBECCA ALTHOFF

    ACUTE CARE RN

    Total calculated
    $457,954
    From this org
    $411,925
    From related orgs
    $0
    Other
    $46,029
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $393,439
    Bonus
    $0
    Other
    $18,486
    Deferred
    $34,028
    Nontaxable benefits
    $12,001
    Filer's total
    $457,954

  • TARINDER KHATKAR

    CHIEF NURSING OFFICER

    Total calculated
    $436,044
    From this org
    $416,880
    From related orgs
    $0
    Other
    $19,164
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $239,162
    Bonus
    $0
    Other
    $177,718
    Deferred
    $4,093
    Nontaxable benefits
    $15,071
    Filer's total
    $436,044

  • DARIAN HARRIS MHA

    CHIEF EXEC HUMBOLDT - THRU 7/23

    Total calculated
    $376,213
    From this org
    $0
    From related orgs
    $354,702
    Other
    $21,511
    Hours/week
    27.25 + 27.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,683 related
    Bonus
    $0 + $116,801 related
    Other
    $0 + $34,218 related
    Deferred
    $0 + $4,950 related
    Nontaxable benefits
    $0 + $16,561 related
    Filer's total
    $0 + $376,213 related

  • DONALD ANDERSON JR

    ASSISTANT SECRETARY FOR ENROLLMENT

    Total calculated
    $323,721
    From this org
    $0
    From related orgs
    $292,875
    Other
    $30,846
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $266,681 related
    Bonus
    $0 + $24,827 related
    Other
    $0 + $1,367 related
    Deferred
    $0 + $15,474 related
    Nontaxable benefits
    $0 + $15,372 related
    Filer's total
    $0 + $323,721 related

  • KEVIN KLOCKENGA

    FRMR KE - REG CHIEF EXEC. - NO CA

    Total calculated
    $281,492
    From this org
    $0
    From related orgs
    $281,492
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $281,492 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $281,492 related

  • ALEX DE MORAES

    BOARD MEMBER (PART YEAR)

    Total calculated
    $0
    Hours/week
    0.5

  • ARIEL KELLEY

    BOARD MEMBER - THRU 12/31/23

    Total calculated
    $0
    Hours/week
    0.5

  • CON HEWITT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JAMES DEVORE MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JED WEISSBERG MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JENNIELYNN HOLMES

    BOARD MEMBER (PART YEAR)

    Total calculated
    $0
    Hours/week
    0.5

  • JOHN ARYANPUR MD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JUDY COFFEY

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KEITH FLAMER

    BOARD MEMBER (PART YEAR)

    Total calculated
    $0
    Hours/week
    0.5

  • PAM KINDIG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SISTER MARY BERNADETTE MCNULTY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • TIM HERMAN

    BOARD MEMBER - THRU 12/31/23

    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 — 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. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE PROVIDENCE PROVIDES HOUSING ALLOWANCES RELATED TO RELOCATION OF NEWLY HIRED EMPLOYEES AND CURRENT EMPLOYEES RELOCATING TO A NEW POSITION. PROVIDENCE MAY PAY TEMPORARY LIVING EXPENSES FOR THE ELIGIBLE EMPLOYEE UP TO A MAXIMUM OF 90 CALENDAR DAYS. COVERED EXPENSES INCLUDE RENT (EXCLUDING AMOUNTS WHICH MAY BE PAID IN ORDER TO OCCUPY A NEW PERMANENT RESIDENCE UNTIL TITLE CLEARS), NON-REFUNDABLE SECURITY DEPOSITS AND UTILITIES, INCLUDING HEAT, ELECTRICITY, GAS, WATER, LOCAL INTERNET AND LOCAL TELEPHONE AND GARBAGE SERVICES. THE EXECUTIVE VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER OF PROVIDENCE MAY APPROVE TEMPORARY HOUSING ASSISTANCE FOR UP TO SIX MONTHS WHEN FAMILY RELOCATION IS DELAYED TO ACCOMMODATE THE SCHOOL YEAR OR EQUIVALENT CIRCUMSTANCES. ONLY IN EXTENUATING CIRCUMSTANCES IS HOUSING EXTENDED BEYOND THIS SIX-MONTH PERIOD. THE AMOUNTS REPORTED FOR THESE RELOCATION/HOUSING 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 COMOPENSATION 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 A SEVERANCE PAYMENT IN 2023: TERRENCE WOOTEN - $32,558 FRANK BEIRNE - $394,790 CHARLES KASSIS - $37,626 CHAD KRILICH - $466,814 ROBERTA LUSKIN-HAWK, M.D. - $489,091 TARINDER KHATKAR - $106,400 KEVIN KLOCKENGA - $281,492 NON-QUALIFIED RETIREMENT PLAN 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: KEVIN MANEMANN - $170,754 NATHAN HUSMANN - $57,263 TERRENCE WOOTEN - $4,006 OLUYEMI ADEYANJU, ESQ. - $47,943 CHAD KRILICH - $55,951 PATTI PILGRIM - $13,469 REBECCA ALTHOFF - $10,735
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.

Provenance

Return type
form_990
Tax year
2023
Filed
1 November 2024
IRS schema version
2023v5.1
Source object
202413189349302041

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.