ST JOSEPH HEALTH SYSTEM FOUNDATION

EIN: 330143024 501(c)(3) Health Care

IRVINE, CA

Total Revenue
$13,067,437
Total Expenses
$29,836,657
Total Assets
$125,591,304
Net Assets
$107,244,733
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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
CA
Principal Officer
GABRIELA ROBLES
Phone
9493814000
Tax Period
2023-01-01 to 2023-12-31

ST JOSEPH HEALTH SYSTEM FOUNDATION, founded in 1985, is a mid-sized nonprofit in the Health Care sector that reported $13.1M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $29.8M exceeded revenue, resulting in a 128% operating deficit.

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.

Program Service Accomplishments

Program 1
Expenses: $28,025,834 Revenue: $0

AT 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...

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AT PROVIDENCE, WE USE OUR VOICE TO ADVOCATE FOR VULNERABLE POPULATIONS AND NEEDED REFORMS IN HEALTH CARE. WE ARE ALSO PURSUING INNOVATIVE WAYS TO TRANSFORM HEALTH CARE BY KEEPING PEOPLE HEALTHY, AND MAKING OUR SERVICES MORE CONVENIENT, ACCESSIBLE AND AFFORDABLE FOR ALL. IN AN INCREASINGLY UNCERTAIN WORLD, WE ARE COMMITTED TO HIGH-QUALITY, COMPASSIONATE CARE FOR EVERYONE - REGARDLESS OF COVERAGE OR ABILITY TO PAY. WE HELP PEOPLE AND COMMUNITIES BENEFIT FROM THE BEST HEALTH CARE MODEL FOR THE FUTURE - TODAY.TOGETHER, OUR 117,000 CAREGIVERS (ALL EMPLOYEES) SERVE IN 51 HOSPITALS, 1,000 CLINICS AND A COMPREHENSIVE RANGE OF HEALTH AND SOCIAL SERVICES ACROSS ALASKA, CALIFORNIA, MONTANA, NEW MEXICO, OREGON, TEXAS AND WASHINGTON. THE PROVIDENCE FAMILY INCLUDES:-PROVIDENCE ACROSS SEVEN WESTERN STATES-COVENANT HEALTH IN WEST TEXAS-PROVIDENCE FACEY MEDICAL FOUNDATION IN LOS ANGELES, CA-KADLEC IN SOUTHEAST WASHINGTON-PACIFIC MEDICAL CENTERS IN SEATTLE, WA-SWEDISH HEALTH SERVICES IN SEATTLE, WA AS A COMPREHENSIVE HEALTH CARE ORGANIZATION, WE ARE SERVING MORE PEOPLE, ADVANCING BEST PRACTICES AND CONTINUING OUR MORE THAN 100-YEAR TRADITION OF SERVING THE POOR AND VULNERABLE. DELIVERING SERVICES ACROSS SEVEN STATES, PROVIDENCE IS COMMITTED TO TOUCHING MILLIONS OF MORE LIVES AND ENHANCING THE HEALTH OF THE AMERICAN WEST TO TRANSFORM CARE FOR THE NEXT GENERATION AND BEYOND.THROUGH COMMUNITY BENEFIT PROGRAMS AND OTHER HIGH-IMPACT INVESTMENTS, WE WORK TO ENSURE BASIC HEALTH NEEDS ARE MET AND SERVE TO REMOVE BARRIERS TO CARE, BUILD COMMUNITY RESILIENCE AND INNOVATE FOR THE FUTURE. MINISTRIES AND AFFILIATES SUPPORT ORGANIZATIONS, PROGRAMS AND INITIATIVES THAT IMPROVE HEALTH AND WELL-BEING AND INCREASE EQUITABLE ACCESS TO QUALITY CARE AT THE COMMUNITY LEVEL AND AT SCALE ACROSS SEVEN STATES.WE ARE PROUD OF OUR HISTORY AND CONTINUED COMMITMENT TO HELPING BUILD A MORE EQUITABLE, SUSTAINABLE FUTURE. OUR STEADFAST COMMITMENT TO RESPONDING TO COMMUNITY NEED IS ONE OF THE MANY WAYS MINISTRIES, AFFILIATES AND CAREGIVERS LIVE OUT OUR SHARED MISSION AND CONTINUE TO SERVE AS A VITAL SAFETY NET FOR THOSE WHO ARE VULNERABLE.FOR MORE INFORMATION GO TO: HTTPS://WWW.PROVIDENCE.ORG/ABOUT/ANNUAL-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 MISSIONESTABLISHED IN 1985, THE ST. JOSEPH COMMUNITY PARTNERSHIP FUND WAS THE VISION OF THE SISTERS OF ST. JOSEPH OF ORANGE WITH A MISSION TO SERVE AS AN EXTENSION OF CHRIST'S HEALING MINISTRY, BY PROVIDING FUNDING AND ASSISTANCE FOR IMPROVING THE HEALTH AND WELLBEING OF THE ECONOMICALLY POOR AND UTILIZING THE STRENGTHS AND DIVERSITY OF OUR NEIGHBORS TO BUILD VIBRANT COMMUNITIES.THIS IS ACCOMPLISHED BY MANAGING AND ALLOCATING RESOURCES TO COMMUNITIES AND PARTNERS OF GOODWILL ENGAGED IN INNOVATIVE AND EFFECTIVE INITIATIVES TO SERVE THE COMMON GOOD.PROGRAM SERVICE ACCOMPLISHMENTSST. JOSEPH COMMUNITY PARTNERSHIP FUND ORGANIZATIONAL COMMITMENT BELIEVES WE HAVE A SOCIAL RESPONSIBILITY AND A MORAL OBLIGATION TO RESPOND TO THE NEEDS OF LOW-INCOME FAMILIES AND INDIVIDUALS SERVED BY OUR MINISTRIES. IN 1986, ST. JOSEPH HEALTH (SJH) CREATED A PLAN AND BEGAN AN EFFORT TO FURTHER ITS COMMITMENT TO NEIGHBORS IN NEED. WITH A VISION OF REACHING BEYOND THE WALLS OF ITS HEALTHCARE FACILITIES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FREE CARE FOR THOSE IN NEED OF ACUTE CARE SERVICES, SJH CREATED THE ST. JOSEPH COMMUNITY PARTNERSHIP FUND (THE FUND) TO IMPROVE THE LIVES OF LOW-INCOME INDIVIDUALS RESIDING IN ITS LOCAL COMMUNITIES. THE FUND HAS CONTRIBUTED OVER $350 MILLION TOWARD PROGRAMS THAT ADDRESS THE HEALTH AND WELL-BEING OF LOW-INCOME INDIVIDUALS AND FAMILIES IN AREAS SURROUNDING THE HOSPITALS. THROUGH THE FUND'S STRATEGIC GRANT MAKING PROGRAMS, SIGNIFICANT OUTCOMES HAVE BEEN ACHIEVED IN COMMUNITY HEALTH SETTINGS AND CLINICS, NONPROFIT ORGANIZATIONS, AND LOCAL SJH HOSPITAL MINISTRIES.THE ST. JOSEPH COMMUNITY PARTNERSHIP FUND HAS A NUMBER OF FUNDING INITIATIVES ACROSS FOUR KEY AREAS: DISASTER RESPONSE AND RESILIENCE, LIFELONG EDUCATION THAT OPENS DOORS, POSITIVE CHANGE THROUGH COMMUNITY POWER AND COMMUNITY HEALING AND RESILIENCE. POSITIVE CHANGE THROUGH COMMUNITY POWER THE COMMUNITY BUILDING INITIATIVETHE COMMUNITY BUILDING INITIATIVE (CBI) WAS CREATED IN 2000 AS A MAJOR COMMITMENT TO MEETING THE FUND'S MISSION. THE FUND'S DESIRED LONG-TERM VISION FOR ITS COMMUNITY BUILDING INITIATIVE IS THE DEVELOPMENT OF RESIDENT-BASED CAPACITY TO DETERMINE AND IMPLEMENT POSITIVE CHANGE IN DISENFRANCHISED AND MARGINALIZED COMMUNITIES. THIS CAPACITY IS DEVELOPED THROUGH A COACHING MODEL TO BUILD NEIGHBORHOOD'S CAPACITY TO ACT ON THEIR OWN BEHALF TO ADDRESS UPSTREAM CONDITIONS THAT PERPETUATE HEALTH, SOCIAL, AND ECONOMIC DISPARITIES. THROUGH CBI, THE FUND FORGED WITH MANY INDIVIDUALS WHOSE WORK EXEMPLIFIED THE INITIATIVE'S VISION FOR DISTRESSED NEIGHBORHOODS TO DEVELOP_ AND EXERCISE THEIR POWER TO MAKE CHANGE. INTERSECTIONS INITIATIVETHE FUND HAVE BEEN WORKING TO EXPLORE A PATH FOR ADVANCING UPSTREAM, HEALTH EQUITY-DRIVEN EFFORTS ACROSS PROVIDENCE-ST. JOSEPH HEALTH HOSPITAL PARTNERS. SINCE 2017, THE INTERSECTIONS INITIATIVE HAS SUPPORTED LOCAL PARTNERSHIPS IN SEVEN CALIFORNIA COMMUNITIES. THROUGH INTERSECTIONS, PARTNERS BUILD CAPACITY WITHIN ORGANIZATIONS, COALITIONS, AND AMONG DECISION-MAKERS TO ADVANCE UPSTREAM SOLUTIONS TO HEALTH AND WELLNESS IN THEIR COMMUNITIES. THE INTERSECTIONS INITIATIVE PLANS TO EXPAND ITS SERVE ACREA TO INVEST IN REGIONAL NONPROFITS AND COLLABORATIVES, MOST SPECIFICALLY IN COMMUNITIES IMPACTED BY GENTRIFICATION AND DISPLACEMENT. THE APPROACH WILL INCLUDE ENGAGEMENT WITH TOPICAL EXPERTS IN THE AREAS OF BUILT ENVIRONMENT AND LAND USE, ECONOMIC OPPORTUNITY, SAFE AND WELCOMING COMMUNITIES, HEALTH EQUITY AND RACIAL JUSTICE TO UNDERSTAND THE ROOT CAUSE OF POOR HEALTH AND TRAUMA IN COMMUNITIES. DISASTER RESPONSE AND RESILIENCE INITIATIVE THE ST. JOSEPH COMMUNITY PARTNERSHIP FUND UNDERSTANDS THAT HUMAN-CAUSED, ENVIRONMENTAL AND NATURAL DISASTERS POSE A SIGNIFICANT THREAT TO THE LIVELIHOOD OF COMMUNITIES, ESPECIALLY THOSE DISPROPORTIONATELY IMPACTED BY STRUCTURAL AND INSTITUTIONAL RACISM. THEREFORE, OUR FOCUS IS ON THE LONG-TERM RECOVERY OF THE PHYSICAL, MENTAL, SPIRITUAL, AND EMOTIONAL HEALTH OF POOR AND MARGINALIZED COMMUNITIES THAT OFTEN SUFFER$ THE MOST FOLLOWING A DISASTER. RECOGNIZING THE RISING FREQUENCY AND SEVERITY OF DISASTERS, THE FUND PIVOTED TO PROVIDE TRUSTED DISASTER RELIEF NONPROFITS WITH UNRESTRICTED GRANTS TO ENABLE THEM TO RESPOND SWIFTLY, INNOVATE SOLUTIONS, LEVERAGE RESOURCES, AND SUSTAIN A PRESENCE IN VULNERABLE COMMUNITIES. THE FUND IS POSITIONING ITSELF AS A PRIMARY FUNDER DURING EMERGENCIES AND ENSURING TIMELY ASSISTANCE FOR AFFECTED COMMUNITIES. EDUCATION INITIATIVE THE EDUCATION INITIATIVE IS A TARGETED INVESTMENT STRATEGY WITH FOCUS AREAS CENTERED ON THE SCHOOL-TO-PRISON PIPELINE, PRENATAL TO THREE, AND COMMUNITY WELLNESS, SAFETY, AND LIBERATION EDUCATION. THE FUND WILL SCALE THE WORK CENTERED ON CAPACITY BUILDING SO COMMUNITIES CAN SUSTAIN TRANSFORMATIVE MOVEMENTS. COMMUNITY HEALING AND RESILIENCE INITIATIVE THE COMMUNITY HEALING AND RESILIENCE INITIATIVE IS FOCUSED ON COLLECTIVE HEALING WITHIN COMMUNITY AS AN ESSENTIAL PRECONDITION TOWARDS FORGING SUSTAINABLE AND MEANINGFUL POWER BUILDING. THROUGH PARTNERSHIPS WITH VARIOUS COMMUNITY-BASED ORGANIZATIONS, WE WILL EXPLORE AND LEARN ABOUT THE IMPACT OF INTERNAL HEALING, ORGANIZATIONAL HEALING, AND COMMUNITY HEALING THAT CONTRIBUTES TO THE ECOSYSTEM OF THE SOCIAL IMPACT FIELD AND HOW HARM IS MANIFESTED WITHIN THE NONPROFIT INDUSTRIAL COMPLEX.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $9,886,352
Program Service Revenue $0
Investment Income $3,181,085
Other Revenue $0
TOTAL REVENUE $13,067,437

Expense Breakdown

Grants Paid $28,025,834
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $28,025,834
Other Expenses $1,810,823
TOTAL EXPENSES $29,836,657

Year-over-Year Comparison

2023 2022 Change
Revenue $13,067,437 $10,889,533 +0.2%
Expenses $29,836,657 $22,933,246 +0.3%
Net Income $-16,769,220 $-12,043,713 +0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
7
Employees
N/A
Volunteers
5

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$2,379,091
Total Directors
14
$7,678,387
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JO ANN ESCASA-HAIGH FRMR EVP/ASSISTANT TREASURER 0.00
$0 $10,754 $3,302,551
DOUGAL HEWITT DIRECTOR 0.50
Director
$0 $224,821 $2,566,386
OREST HOLUBEC DIRECTOR - THRU 1/23 0.50
Director
$0 $229,517 $1,949,181
JIM WATSON ESQ SECRETARY 0.50
Officer
$0 $146,931 $1,115,622
PAUL MONTGOMERY DIRECTOR/CFO/TREASURER 55.00
Officer Director
$0 $118,519 $930,564
JAMES HARKER DIRECTOR - THRU 12/31/23 0.50
Director
$0 $76,761 $776,588
NWANDO ANYAOKU MD DIRECTOR 0.50
Director
$0 $88,105 $749,404
JUDY WAGNER DIRECTOR 0.50
Director
$0 $34,150 $373,359
GABRIELA ROBLES PRESIDENT & CEO 55.00
Officer Director
$0 $49,384 $332,905
ALISSA ABODO DIRECTOR 0.50
Director
$0 $0 $0
AVA STEAFFENS DIRECTOR 0.50
Director
$0 $0 $0
DONNA LOGAN DIRECTOR 0.50
Director
$0 $0 $0
ELAINE COUTURE DIRECTOR 0.50
Director
$0 $0 $0
JOE LUMARDA DIRECTOR/CHAIR 1.00
Officer Director
$0 $0 $0
MARY ANNE FOO DIRECTOR/VICE CHAIR 1.00
Officer Director
$0 $0 $0
SISTER SUZANNE SASSUS DIRECTOR - THRU 12/31/23 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $13,067,437 $29,836,657 $125,591,304 $-16,769,220
2022 $10,889,533 $22,933,246 $121,677,730 $-12,043,713
2021 $11,443,697 $50,865,565 $143,290,236 $-39,421,868
2020 $12,102,141 $31,217,731 $184,344,061 $-19,115,590
2019 $44,107,841 $29,189,833 $198,543,346 $14,918,008
2018 $38,821,002 $26,258,167 $179,572,256 $12,562,835
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