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Nonprofiteer
← COVENANT PHYSICIAN PARTNERS INC

Form 990 for tax year 2023

Filed by COVENANT PHYSICIAN PARTNERS INC.

Totals

Total revenue
$21,836,754
Total expenses
$21,836,753
Contributions and grants received
$0
Grants paid
$2,520
Program service revenue
$21,836,754
Investment income
$0
Other revenue
$0
Total assets, end of year
$18,585,088
Total liabilities, end of year
$6,144,498
Net assets or fund balances, end of year
$12,440,590
Program services expenses (Part IX)
$14,905,816
Management and general expenses
$6,930,937
Fundraising expenses
$0
Program service expenses (Part III)
$14,905,816

Program services were 68.3% 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.

  • 2a · Program service revenue: PAYMENTS FROM EO AFFIL

    total $21,836,754 · related or exempt $21,836,754

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,520 · program services $2,520

  • 5 · Compensation of officers, directors and key employees

    total $525,865 · program services $358,452 · management and general $167,413

  • 7 · Other salaries and wages

    total $11,430,657 · program services $7,791,622 · management and general $3,639,035

  • 8 · Pension plan contributions

    total $267,682 · program services $182,463 · management and general $85,219

  • 9 · Other employee benefits

    total $18,718 · program services $12,759 · management and general $5,959

  • 10 · Payroll taxes

    total $865,712 · program services $590,106 · management and general $275,606

  • 11g · Fees: other

    total $6,320,394 · program services $4,308,249 · management and general $2,012,145

  • 12 · Advertising and promotion

    total $716 · program services $488 · management and general $228

  • 13 · Office expenses

    total $85,226 · program services $58,094 · management and general $27,132

  • 16 · Occupancy

    total $92,032 · program services $62,733 · management and general $29,299

  • 18 · Travel or entertainment for public officials

    total $287,500 · program services $195,972 · management and general $91,528

  • 19 · Conferences, conventions and meetings

    total $6,566 · program services $4,476 · management and general $2,090

  • 22 · Depreciation, depletion and amortization

    total $5,176 · program services $3,528 · management and general $1,648

  • 24a · Other expenses: SYSTEM COST ALLOCATION

    total $1,808,935 · program services $1,233,047 · management and general $575,888

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $63,312 · program services $63,312

  • 24c · Other expenses: RECRUITING & RELOCATION

    total $14,028 · program services $9,562 · management and general $4,466

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $5,022 · program services $3,423 · management and general $1,599

  • 24e · All other expenses

    total $36,692 · program services $25,010 · management and general $11,682

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $20,256,826 · end of year $18,112,509

  • 4 · Accounts receivable

    end of year $26,460

  • 9 · Prepaid expenses and deferred charges

    beginning of year $206,760 · end of year $389,186

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

    $163,900

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

    $106,967

  • 10c · Land, buildings and equipment, net

    beginning of year $29,887 · end of year $56,933

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,739,742 · end of year $5,617,262

  • 19 · Deferred revenue

    beginning of year $3,592,773

  • 25 · Other liabilities

    beginning of year $529,303 · end of year $527,236

  • 27 · Net assets without donor restrictions

    beginning of year $10,631,655 · end of year $12,440,590

Mission and programs · 2023

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.

  • 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, WAAS A COMPREHENSIVE HEALTH CARE ORGANIZATION, WE ARE SERVING MORE PEOPLE, ADVANCING BEST PRACTICES AND CONTINUING OUR MORE THAN 100-YEAR TRADITION OF SERVING THE POOR AND VULNERABLE. DELIVERING SERVICES ACROSS SEVEN STATES, PROVIDENCE IS COMMITTED TO TOUCHING MILLIONS OF MORE LIVES AND ENHANCING THE HEALTH OF THE AMERICAN WEST TO TRANSFORM CARE FOR THE NEXT GENERATION AND BEYOND.THROUGH COMMUNITY BENEFIT PROGRAMS AND OTHER HIGH-IMPACT INVESTMENTS, WE WORK TO ENSURE BASIC HEALTH NEEDS ARE MET AND SERVE TO REMOVE BARRIERS TO CARE, BUILD COMMUNITY RESILIENCE AND INNOVATE FOR THE FUTURE. MINISTRIES AND AFFILIATES SUPPORT ORGANIZATIONS, PROGRAMS AND INITIATIVES THAT IMPROVE HEALTH AND WELL-BEING AND INCREASE EQUITABLE ACCESS TO QUALITY CARE AT THE COMMUNITY LEVEL AND AT SCALE ACROSS SEVEN STATES.WE ARE PROUD OF OUR HISTORY AND CONTINUED COMMITMENT TO HELPING BUILD A MORE EQUITABLE, SUSTAINABLE FUTURE. OUR STEADFAST COMMITMENT TO RESPONDING TO COMMUNITY NEED IS ONE OF THE MANY WAYS MINISTRIES, AFFILIATES AND CAREGIVERS LIVE OUT OUR SHARED MISSION AND CONTINUE TO SERVE AS A VITAL SAFETY NET FOR THOSE WHO ARE VULNERABLE.FOR MORE INFORMATION GO TO: HTTPS://WWW.PROVIDENCE.ORG/ABOUT/ANNUAL-REPORTENVIRONMENTAL, SOCIAL, AND GOVERNANCE STANDARDSPROVIDENCE CONTINUES TO EXECUTE ON OUR INTEGRATED STRATEGIC AND FINANCIAL PLAN, WHICH CLEARLY EXPRESSES OUR COMMITMENT AND ACCELERATION OF THE IMPORTANT WORK TO ADDRESS SOCIAL, RACIAL, AND ECONOMIC DISPARITIES AND REDUCE OUR CARBON FOOTPRINT IN THE COMMUNITIES WE SERVE. PROVIDENCE ADVANCES PROGRESS ON OUR CARBON NEGATIVE GOAL AND IN 2023 WE ESTIMATED THAT WE DECREASED EMISSIONS BY OVER 12 PERCENT COMPARED TO OUR 2019 BASELINE. IN ADDITION, OUR EFFORTS LED TO THE INTRODUCTION OF THE GREEN HOSPITALS ACT, LEGISLATION MODELED AFTER PROVIDENCE THAT WOULD PROVIDE CRITICAL FEDERAL FUNDING TO WEATHERIZE AND MODERNIZE HEALTH CARE FACILITIES. PROVIDENCE COMPLETED A COMPREHENSIVE CLIMATE RESILIENCE PLAN IN ALIGNMENT WITH OUR COMMITMENT TO THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES CLIMATE PLEDGE. WE CONTINUE TO REDUCE GREENHOUSE GAS EMISSIONS WITH A FOCUS ON LED LIGHTING UPGRADES, WATER CONSERVATION, MORE EFFICIENT DELIVERY OF NITROUS OXIDE GAS DURING ANESTHESIA, AND ADVANCING OUR WASTE OPTIMIZATION WORK ACROSS ALL HOSPITALS AND CLINICS.REALIZING OUR MISSION OUR MISSION IS REALIZED THROUGH THE DELIVERY OF QUALITY IN-PATIENT AND OUT-PATIENT SERVICES, AND FOCUSED COMMUNITY INITIATIVES AND PROGRAMS THAT ARE DEDICATED TO IMPROVING THE LIVES OF ALL WE SERVE. PROGRAM SERVICE ACCOMPLISHMENTS COVENANT HEALTH PARTNERS IS A JOINT VENTURE BETWEEN MORE THAN 300 PHYSICIANS AND THE FOUR HOSPITALS IN THE COVENANT HEALTH SYSTEM IN A UNIQUE COLLABORATION KNOWN AS CLINICAL INTEGRATION. THE PROGRAM IS DESIGNED TO IMPROVE HEALTH OUTCOMES AND INCREASE THE VALUE RECEIVED FOR THE DOLLARS SPENT BY AREA EMPLOYERS ON EMPLOYEE HEALTH BENEFITS. THE COVENANT HEALTH PARTNERS CLINICAL INTEGRATION PROGRAM JOINS TOGETHER WHAT WOULD OTHERWISE BE A FRAGMENTED GROUP OF INDEPENDENTLY PRACTICING PHYSICIANS INTO A COMPREHENSIVE CARE MANAGEMENT PROGRAM, COMPRISED OF A COMMON SET OF QUALITY GOALS AND MEASURES ACROSS ALL INSURANCE CARRIERS, WITH A FOCUS ON IMPROVED HEALTH CARE OUTCOMES AND REDUCING THE LONG TERM COST OF CARE. UNLIKE OTHER DISEASE MANAGEMENT OR PREVENTIVE HEALTH PROGRAMS, THE CLINICAL INTEGRATION PROGRAM PROVIDES EXTENSIVE INFRASTRUCTURE AND SUPPORT TO PHYSICIANS PARTICIPATING IN THE PROGRAM, AS WELL AS A PAY-FOR-PERFORMANCE INCENTIVE SYSTEM, TO DRIVE AN OUTSTANDING LEVEL OF PERFORMANCE.COVENANT HEALTH PARTNERS (CHP) BEGAN IN 2013 WHEN A NUMBER OF PHYSICIANS SUPPORTED BY COVENANT HEALTH SYSTEM, HAD THE VISION TO IMPROVE THE CURRENT MEDICAL DELIVERY SYSTEM IN THE COMMUNITY THROUGH A MODEL NOT WIDELY USED, KNOWN AS CLINICAL INTEGRATION. THE VISION RESULTED IN THE FORMING OF COVENANT HEALTH PARTNERS; A COLLABORATION BETWEEN COVENANT HEALTH SYSTEM, COVENANT MEDICAL GROUP (WHICH EMPLOYS ABOUT 150 PHYSICIANS), AND 160 INDEPENDENT PHYSICIANS.FOR MORE INFORMATION ON COVENANT HEALTH PARTNERS, PLEASE VISITHTTPS://WWW.COVENANTHEALTHPARTNERS.ORG/ FOR MORE INFORMATION ABOUT PROVIDENCE ST. JOSEPH HEALTH, PLEASE VISITHTTPS://WWW.PROVIDENCE.ORG/

    Expenses $14,905,816 · Grants $2,520 · Revenue $21,836,754

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • WALTER CATHEY

    CEO (PART YEAR)

    Total calculated
    $1,645,841
    From this org
    $0
    From related orgs
    $1,442,423
    Other
    $203,418
    Hours/week
    18 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $605,945 related
    Bonus
    $0 + $770,228 related
    Other
    $0 + $66,250 related
    Deferred
    $0 + $164,039 related
    Nontaxable benefits
    $0 + $39,379 related
    Filer's total
    $0 + $1,645,841 related

  • JOHN GRIGSON

    FRMR OFF. - TX/NM REG. CFO

    Total calculated
    $1,057,577
    From this org
    $0
    From related orgs
    $1,026,044
    Other
    $31,533
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,524 related
    Bonus
    $0 + $386,296 related
    Other
    $0 + $495,224 related
    Deferred
    $0 + $23,281 related
    Nontaxable benefits
    $0 + $8,252 related
    Filer's total
    $0 + $1,057,577 related

  • NILESH PATEL MD

    BOARD MEMBER - THRU 12/31/23

    Total calculated
    $1,056,348
    From this org
    $0
    From related orgs
    $954,028
    Other
    $102,320
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $872,777 related
    Bonus
    $0 + $16,200 related
    Other
    $0 + $65,051 related
    Deferred
    $0 + $65,913 related
    Nontaxable benefits
    $0 + $36,407 related
    Filer's total
    $0 + $1,056,348 related

  • JASON STREFLING MD

    BOARD MEMBER

    Total calculated
    $953,345
    From this org
    $0
    From related orgs
    $886,608
    Other
    $66,737
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $856,611 related
    Bonus
    $0 + $5,856 related
    Other
    $0 + $24,141 related
    Deferred
    $0 + $26,330 related
    Nontaxable benefits
    $0 + $40,407 related
    Filer's total
    $0 + $953,345 related

  • RYAN OWEN MD

    BOARD MEMBER

    Total calculated
    $815,456
    From this org
    $0
    From related orgs
    $750,749
    Other
    $64,707
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $704,790 related
    Bonus
    $0 + $4,770 related
    Other
    $0 + $41,189 related
    Deferred
    $0 + $29,850 related
    Nontaxable benefits
    $0 + $34,857 related
    Filer's total
    $0 + $815,456 related

  • JAMES KELLY

    FRMR OFF. - VP SENIOR CORP COUNSEL

    Total calculated
    $808,682
    From this org
    $0
    From related orgs
    $704,260
    Other
    $104,422
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $354,037 related
    Bonus
    $0 + $304,115 related
    Other
    $0 + $46,108 related
    Deferred
    $0 + $71,532 related
    Nontaxable benefits
    $0 + $32,890 related
    Filer's total
    $0 + $808,682 related

  • RICHARD HENDERSON MD

    BOARD MEMBER

    Total calculated
    $770,536
    From this org
    $0
    From related orgs
    $683,460
    Other
    $87,076
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $608,700 related
    Bonus
    $0 + $5,500 related
    Other
    $0 + $69,260 related
    Deferred
    $0 + $50,742 related
    Nontaxable benefits
    $0 + $36,334 related
    Filer's total
    $0 + $770,536 related

  • JEREMY DALTON MD

    BOARD MEMBER

    Total calculated
    $655,838
    From this org
    $0
    From related orgs
    $606,212
    Other
    $49,626
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $550,298 related
    Bonus
    $0 + $6,000 related
    Other
    $0 + $49,914 related
    Deferred
    $0 + $45,842 related
    Nontaxable benefits
    $0 + $3,784 related
    Filer's total
    $0 + $655,838 related

  • MICHAEL ROBERTSON MD

    CHP CEO - THRU 11/23

    Total calculated
    $525,865
    From this org
    $486,174
    From related orgs
    $0
    Other
    $39,691
    Hours/week
    27.5 + 27.5 related

    Schedule J breakdown matched by us

    Base
    $404,435
    Bonus
    $60,766
    Other
    $20,973
    Deferred
    $7,425
    Nontaxable benefits
    $32,266
    Filer's total
    $525,865

  • CHETLEN CROSSNOE MD

    BOARD MEMBER

    Total calculated
    $454,435
    From this org
    $0
    From related orgs
    $431,678
    Other
    $22,757
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $397,415 related
    Bonus
    $0 + $25,587 related
    Other
    $0 + $8,676 related
    Deferred
    $0 + $4,950 related
    Nontaxable benefits
    $0 + $17,807 related
    Filer's total
    $0 + $454,435 related

  • JEFFREY HANNEL MD

    BOARD MEMBER

    Total calculated
    $448,615
    From this org
    $0
    From related orgs
    $400,757
    Other
    $47,858
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $249,395 related
    Bonus
    $0 + $34,377 related
    Other
    $0 + $116,985 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $37,958 related
    Filer's total
    $0 + $448,615 related

  • JEREMY L BROWN MD

    BOARD MEMBER

    Total calculated
    $447,504
    From this org
    $0
    From related orgs
    $375,452
    Other
    $72,052
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $333,850 related
    Bonus
    $0 + $16,801 related
    Other
    $0 + $24,801 related
    Deferred
    $0 + $29,054 related
    Nontaxable benefits
    $0 + $42,998 related
    Filer's total
    $0 + $447,504 related

  • WILLIAM B SNODGRASS MD

    BOARD MEMBER/CHAIR

    Total calculated
    $425,613
    From this org
    $0
    From related orgs
    $383,904
    Other
    $41,709
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,434 related
    Bonus
    $0 + $1,800 related
    Other
    $0 + $11,670 related
    Deferred
    $0 + $19,021 related
    Nontaxable benefits
    $0 + $22,688 related
    Filer's total
    $0 + $425,613 related

  • CHRISTOPHER COLLINS MD

    BOARD MEMBER

    Total calculated
    $388,859
    From this org
    $0
    From related orgs
    $370,047
    Other
    $18,812
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $307,965 related
    Bonus
    $0 + $3,404 related
    Other
    $0 + $58,678 related
    Deferred
    $0 + $4,950 related
    Nontaxable benefits
    $0 + $13,862 related
    Filer's total
    $0 + $388,859 related

  • KAREN TALUSAN-SORIANO MD

    BOARD MEMBER

    Total calculated
    $370,247
    From this org
    $0
    From related orgs
    $306,694
    Other
    $63,553
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,830 related
    Bonus
    $0 + $4,100 related
    Other
    $0 + $14,764 related
    Deferred
    $0 + $28,428 related
    Nontaxable benefits
    $0 + $35,125 related
    Filer's total
    $0 + $370,247 related

  • BRENT NALL MD

    BOARD MEMBER

    Total calculated
    $366,840
    From this org
    $0
    From related orgs
    $331,682
    Other
    $35,158
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,484 related
    Bonus
    $0
    Other
    $0 + $9,198 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $25,258 related
    Filer's total
    $0 + $366,840 related

  • DAVID STOWERS

    EXECUTIVE DIRECTOR CARE MANAGEMENT

    Total calculated
    $342,313
    From this org
    $294,729
    From related orgs
    $0
    Other
    $47,584
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $245,669
    Bonus
    $46,164
    Other
    $2,896
    Deferred
    $15,888
    Nontaxable benefits
    $31,696
    Filer's total
    $342,313

  • JOEL LANDRY

    BOARD MEMBER

    Total calculated
    $314,151
    From this org
    $0
    From related orgs
    $276,429
    Other
    $37,722
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $249,865 related
    Bonus
    $0 + $1,950 related
    Other
    $0 + $24,614 related
    Deferred
    $0 + $24,561 related
    Nontaxable benefits
    $0 + $13,161 related
    Filer's total
    $0 + $314,151 related

  • MARISSA YATES MD

    BOARD MEMBER

    Total calculated
    $297,553
    From this org
    $0
    From related orgs
    $259,056
    Other
    $38,497
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $253,476 related
    Bonus
    $0
    Other
    $0 + $5,580 related
    Deferred
    $0 + $8,055 related
    Nontaxable benefits
    $0 + $30,442 related
    Filer's total
    $0 + $297,553 related

  • RACHAEL STEHLING

    EXEC DIR, BUSINESS DEVELOPMENT

    Total calculated
    $271,462
    From this org
    $226,355
    From related orgs
    $0
    Other
    $45,107
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $184,465
    Bonus
    $30,208
    Other
    $11,682
    Deferred
    $21,140
    Nontaxable benefits
    $23,967
    Filer's total
    $271,462

  • ADAM SPIVEY

    CFO - THRU 11/23

    Total calculated
    $260,906
    From this org
    $0
    From related orgs
    $229,966
    Other
    $30,940
    Hours/week
    14 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,623 related
    Bonus
    $0 + $34,407 related
    Other
    $0 + $22,936 related
    Deferred
    $0 + $3,518 related
    Nontaxable benefits
    $0 + $27,422 related
    Filer's total
    $0 + $260,906 related

  • ANGELA FERGUSON MD

    BOARD MEMBER - THRU 12/31/23

    Total calculated
    $251,872
    From this org
    $0
    From related orgs
    $211,917
    Other
    $39,955
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,402 related
    Bonus
    $0 + $3,600 related
    Other
    $0 + $6,915 related
    Deferred
    $0 + $16,133 related
    Nontaxable benefits
    $0 + $23,822 related
    Filer's total
    $0 + $251,872 related

  • KATHLEEN BURRELL

    SECR./ASSOCIATE COUNSEL (PART YEAR)

    Total calculated
    $193,718
    From this org
    $0
    From related orgs
    $162,384
    Other
    $31,334
    Hours/week
    7 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $148,491 related
    Bonus
    $0 + $13,427 related
    Other
    $0 + $466 related
    Deferred
    $0 + $7,527 related
    Nontaxable benefits
    $0 + $23,807 related
    Filer's total
    $0 + $193,718 related

  • ALLISON HORTON

    CLINICAL PHARMACIST

    Total calculated
    $187,475
    From this org
    $167,320
    From related orgs
    $0
    Other
    $20,155
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $167,231
    Bonus
    $0
    Other
    $89
    Deferred
    $7,608
    Nontaxable benefits
    $12,547
    Filer's total
    $187,475

  • LISA BARRINGTON

    DIR, QUALITY IMPROVEMENT

    Total calculated
    $186,057
    From this org
    $151,552
    From related orgs
    $0
    Other
    $34,505
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $137,269
    Bonus
    $12,700
    Other
    $1,583
    Deferred
    $7,702
    Nontaxable benefits
    $26,803
    Filer's total
    $186,057

  • SAMMY RAY

    DIR. PLATFORM OPERATIONS TELEHEALTH

    Total calculated
    $174,581
    From this org
    $149,450
    From related orgs
    $0
    Other
    $25,131
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $135,680
    Bonus
    $0
    Other
    $13,770
    Deferred
    $6,372
    Nontaxable benefits
    $18,759
    Filer's total
    $174,581

  • LINDZI TIMBERLAKE

    SECRETARY - THRU 3/23

    Total calculated
    $43,689
    From this org
    $0
    From related orgs
    $40,288
    Other
    $3,401
    Hours/week
    0.5 + 49.5 related

  • JOSHUA HILL MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • RANDY ROZEAN MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • SWETHA GADWALA MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
PROVIDENCE EXPENSE REIMBURSEMENT PROCEDURES INCLUDE THE FOLLOWING POLICIES: FIRST CLASS TRAVEL OR CHARTER TRAVEL AIR TRAVEL IS GENERALLY REIMBURSABLE AT THE LEAST EXPENSIVE AIRFARE WHICH PERMITS DEPARTURES AND ARRIVALS AT REASONABLE TIMES AND REASONABLE DISTANCE TRAVELED. EMPLOYEES ARE ENCOURAGED TO PLAN IN ADVANCE TO GET AVAILABLE DISCOUNTS. AIRLINE FREQUENT FLYER UPGRADES WILL NEVER BE REIMBURSED. IN LIMITED SITUATIONS, FIRST CLASS TICKETS AND CHARTER MAY BE REIMBURSED WHEN APPROVED BY A SENIOR LEVEL SUPERVISOR. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS TAX INDEMNIFICATIONS OR GROSS-UP PAYMENTS - RELOCATION PROVIDENCE FOLLOWS THE FEDERAL AND STATE TAXATION LAWS RELATED TO RELOCATION EXPENSES PAID TO THE EMPLOYEE OR TO A THIRD PARTY ON THE EMPLOYEE'S BEHALF. THEY ARE CONSIDERED TAXABLE WAGES AND ARE REPORTED AS SUCH. BASED ON THE WAY PROVIDENCE HAS CHOSEN TO PAY THE RELOCATION EXPENSES, PROVIDENCE REPORTS REIMBURSEMENTS AND PAYMENTS TO VENDORS AS INCOME AND THESE EXPENSE PAYMENTS ARE REFLECTED ON THE EXECUTIVE'S FORM W-2. PROVIDENCE PROVIDES A GROSS-UP FOR THE RELOCATION BENEFITS, SO THAT A PORTION OF THE REIMBURSEMENT DOES NOT HAVE TO BE USED TO PAY TAXES, AND THIS TAX GROSS-UP IS ALSO REPORTED AS TAXABLE INCOME. THE AMOUNTS REPORTED FOR THESE GROSS-UP PAYMENTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION ON THE FORM 990. TAX INDEMNIFICATIONS OR GROSS-UP PAYMENTS - FINANCIAL/RETIREMENT PLANNING PROVIDENCE FOLLOWS THE FEDERAL AND STATE TAXATION LAWS RELATED TO FINANCIAL AND RETIREMENT PLANNING EXPENSES PAID TO THE EMPLOYEE OR TO A THIRD PARTY ON THE EMPLOYEE'S BEHALF. THEY ARE CONSIDERED TAXABLE WAGES AND ARE REPORTED AS SUCH. BASED ON THE WAY PROVIDENCE HAS CHOSEN TO PAY THESE OTHER EXPENSES, PROVIDENCE REPORTS REIMBURSEMENTS AND PAYMENTS TO VENDORS AS INCOME AND THESE EXPENSE PAYMENTS ARE REFLECTED ON THE EXECUTIVE'S FORM W-2. PROVIDENCE PROVIDES A GROSS-UP FOR THIS BENEFIT, SO THAT A PORTION OF THE PAYMENT DOES NOT HAVE TO BE USED TO PAY TAXES, AND THIS TAX GROSS-UP IS ALSO REPORTED AS TAXABLE INCOME. THE AMOUNTS REPORTED FOR THESE GROSS-UP PAYMENTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION ON THE FORM 990. PERSONAL SERVICES PROVIDENCE OFFERS FINANCIAL PLANNING SERVICES AS AN OPTIONAL BENEFIT TO EMPLOYEES AT VICE PRESIDENT LEVEL AND ABOVE. THE AMOUNTS REPORTED FOR THE FINANCIAL PLANNING SERVICES ARE INCLUDED AS TAXABLE INCOME ON SCHEDULE J, PART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION ON THE FORM 990 FOR THE EMPLOYEES WHO PARTICIPATE.
PART I, LINE 3
DESCRIPTION OF PROCESS TO REVIEW COMPENSATION PAID TO TOP MANAGEMENT OFFICIAL THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER/PRESIDENT/EXECUTIVE DIRECTOR 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 INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING THE YEAR: JOHN GRIGSON - $388,278 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: WALTER CATHEY - $64,541 JOHN GRIGSON - $56,385 NILESH PATEL, M.D. - $27,632 JASON STREFLING, M.D. - $11,127 RYAN OWEN, M.D. - $9,649 JAMES KELLY - $45,298 RICHARD HENDERSON, M.D. - $14,644 JEREMY DALTON, M.D. - $5,312 MICHAEL ROBERTSON, M.D. - $6,295 JEFFREY HANNEL, M.D. - $ 929 JEREMY L. BROWN, M.D. - $ 4,501 WILLIAM B. SNODGRASS, M.D - $81 BRENT NALL, M.D. - $3,270
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

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
2023
Filed
25 October 2024
IRS schema version
2023v5.1
Source object
202413169349304126

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