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Nonprofit · EIN 33-0143024

ST JOSEPH HEALTH SYSTEM FOUNDATION

Tax-exempt · IRVINE, CA 92618

Financials

$13.1M$29.8M2023$21.9M$22.9M2024
Revenue Expenses · by fiscal year end
Financials of ST JOSEPH HEALTH SYSTEM FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$21,869,539$22,879,806-$1,010,267$132,341,442$40,390,666$91,950,776
December 31, 2023990$13,067,437$29,836,657-$16,769,220$125,591,304$18,346,571$107,244,733
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$13,452,988
Program service revenue
$0
Investment income
$8,416,551
Net gain from sales of assets
$3,702,771
Other revenue
$0

Expenses

Grants and similar amounts paid
$20,500,662
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Travel
$517
Program services (functional)
$20,500,662
Management and general (functional)
$2,379,144

Balance sheet and other

Total assets, start of year
$125,591,304
Total assets, end of year
$132,341,442
Total liabilities, end of year
$40,390,666
Net assets, end of year
$91,950,776
Publicly traded securities
$132,341,442
Net assets without donor restrictions
$91,950,776
Gross unrelated business income
$9,469
Gross receipts
$22,347,349
Employees
0
Volunteers
6
Year formed
1985
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
DOUGAL HEWITTDIRECTOR
Trustee or director
0.5$0$2,303,958$225,053
JIM WATSON ESQSECRETARY
Officer
0.5$0$955,923$128,530
JO ANN ESCASA-HAIGHFRMR EVP/ASSISTANT TREASURER
Former
0$0$879,466$0
PAUL MONTGOMERYDIRECTOR/CFO/TREASURER
Trustee or director, Officer
55$0$776,508$100,835
NWANDO ANYAOKU MDDIRECTOR
Trustee or director
0.5$0$740,287$32,322
GABRIELA ROBLESPRESIDENT/CEO
Trustee or director, Officer
55$0$374,528$66,745
JUDY WAGNERDIRECTOR - THRU 12/31/24
Trustee or director
0.5$0$279,088$27,249
JOE LUMARDADIRECTOR/CHAIR
Trustee or director, Officer
1$0$0$0
MARY ANNE FOODIRECTOR/VICE CHAIR
Trustee or director, Officer
1$0$0$0
ALISSA ABODODIRECTOR
Trustee or director
0.5$0$0$0
AVA STEAFFENSDIRECTOR - THRU 2/24
Trustee or director
0.5$0$0$0
DONNA LOGANDIRECTOR
Trustee or director
0.5$0$0$0
ELAINE COUTUREDIRECTOR
Trustee or director
0.5$0$0$0
SISTER JAYNE HELMLINGER CSJDIRECTOR
Trustee or director
0.5$0$0$0
990 for the year ended December 31, 2023: 16 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JO ANN ESCASA-HAIGHFRMR EVP/ASSISTANT TREASURER
Former
0$0$3,291,797$10,754
DOUGAL HEWITTDIRECTOR
Trustee or director
0.5$0$2,341,565$224,821
OREST HOLUBECDIRECTOR - THRU 1/23
Trustee or director
0.5$0$1,719,664$229,517
JIM WATSON ESQSECRETARY
Officer
0.5$0$968,691$146,931
PAUL MONTGOMERYDIRECTOR/CFO/TREASURER
Trustee or director, Officer
55$0$812,045$118,519
JAMES HARKERDIRECTOR - THRU 12/31/23
Trustee or director
0.5$0$699,827$76,761
NWANDO ANYAOKU MDDIRECTOR
Trustee or director
0.5$0$661,299$88,105
JUDY WAGNERDIRECTOR
Trustee or director
0.5$0$339,209$34,150
GABRIELA ROBLESPRESIDENT & CEO
Trustee or director, Officer
55$0$283,521$49,384
ALISSA ABODODIRECTOR
Trustee or director
0.5$0$0$0
AVA STEAFFENSDIRECTOR
Trustee or director
0.5$0$0$0
DONNA LOGANDIRECTOR
Trustee or director
0.5$0$0$0
ELAINE COUTUREDIRECTOR
Trustee or director
0.5$0$0$0
JOE LUMARDADIRECTOR/CHAIR
Trustee or director, Officer
1$0$0$0
MARY ANNE FOODIRECTOR/VICE CHAIR
Trustee or director, Officer
1$0$0$0
SISTER SUZANNE SASSUSDIRECTOR - THRU 12/31/23
Trustee or director
0.5$0$0$0

Address and contacts

Address (IRS master file)
15480 LAGUNA CANYON RD, IRVINE, CA 92618-2132
In care of
% JO ANN ESCASA-HAIGH
Principal officer (990 for 2024)
GABRIELA ROBLES, 15480 LAGUNA CANYON RD, IRVINE, CA 92618
Signed the 990
GABRIELA ROBLES, PRESIDENT/CEO
Phone
(949) 381-4000
Return prepared by
ERNST & YOUNG US LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0143024 or by the name ST JOSEPH HEALTH SYSTEM FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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 HEALTH 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 125,000 CAREGIVERS (ALL EMPLOYEES) SERVE IN 51 HOSPITALS, 1,014 CLINICS AND A COMPREHENSIVE RANGE OF HEALTH AND SOCIAL SERVICES ACROSS ALASKA, CALIFORNIA, MONTANA, NEW MEXICO, OREGON, TEXAS AND WASHINGTON. THE PROVIDENCE AFFILIATE FAMILY INCLUDES:-PROVIDENCE ACROSS FIVE WESTERN STATES-COVENANT HEALTH IN WEST TEXAS AND NEW MEXICO-FACEY MEDICAL GROUP IN LOS ANGELES, CA-KADLEC IN SOUTHEAST WASHINGTON-PACIFIC MEDICAL CENTERS IN SEATTLE, WA-SWEDISH HEALTH SERVICES IN SEATTLE, WAIN 2024, PROVIDENCE MINISTRIES AND AFFILIATES PROVIDED $1.9 BILLION IN COMMUNITY BENEFIT PROGRAMS. THIS INCLUDES FREE AND DISCOUNTED CARE, UNCOMPENSATED AND SUBSIDIZED CARE, AND OTHER COMMUNITY HEALTH ACTIVITIES.ONE OF THESE VITAL PROGRAMS, MEDICAID, IS A LIFELINE FOR MILLIONS OF INDIVIDUALS, INCLUDING SENIORS, CHILDREN, PREGNANT PATIENTS, THOSE WITH DISABILITIES AND VETERANS. WE ARE GRATEFUL TO EVERYONE IN OUR COMMUNITIES WHO HAS JOINED US IN ADVOCATING FOR CONTINUED FUNDING AND EXPANSION OF THIS PROGRAM. TOGETHER, WE ARE HELPING TO ENSURE MORE PEOPLE HAVE ACCESS TO NEEDED CARE. FOR MORE INFORMATION GO TO: HTTPS://WWW.PROVIDENCE.ORG/ABOUT/ANNUAL-REPORT THROUGH OUR COMMUNITY BENEFIT PROGRAMS, WE FOCUS ON MEETING THE DIVERSE NEEDS OF THROUGH OUR COMMUNITY BENEFIT PROGRAMS, WE FOCUS ON MEETING THE DIVERSE NEEDS OF THE PEOPLE WE SERVE BY WORKING TO ENSURE BASIC HEALTH NEEDS ARE MET, REMOVING BARRIERS TO CARE, BUILDING COMMUNITY RESILIENCE AND INNOVATING FOR THE FUTURE. PROVIDENCE CONTINUES TO WORK TOWARDS CARBON NEGATIVE AND IN 2024 DECREASED EMISSIONS BY 19 PERCENT COMPARED TO OUR 2019 BASELINE. OUR EFFORTS EARNED US A SYSTEM RECORD 55 ENVIRONMENTAL EXCELLENCE AWARDS FROM PRACTICE GREENHEALTH AND MADE US THE FIRST LARGE SYSTEM TO RECEIVE THE JOINT COMMISSION'S SUSTAINABLE HEALTHCARE CERTIFICATION IN 2024 FOR EACH OF OUR HOSPITALS.THE PEOPLE WE SERVE BY WORKING TO ENSURE BASIC HEALTH NEEDS ARE MET, REMOVING BARRIERS TO CARE, BUILDING COMMUNITY RESILIENCE AND INNOVATING FOR THE FUTURE. PROVIDENCE CONTINUES TO WORK TOWARDS CARBON NEGATIVE AND IN 2024 DECREASED EMISSIONS BY 19 PERCENT COMPARED TO OUR 2019 BASELINE. OUR EFFORTS EARNED US A SYSTEM RECORD 55 ENVIRONMENTAL EXCELLENCE AWARDS FROM PRACTICE GREENHEALTH AND MADE US THE FIRST LARGE SYSTEM TO RECEIVE THE JOINT COMMISSION'S SUSTAINABLE HEALTHCARE CERTIFICATION IN 2024 FOR EACH OF OUR HOSPITALS.REALIZING OUR MISSIONESTABLISHED IN 1985, THE ST. JOSEPH COMMUNITY PARTNERSHIP FUND (THE 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. THE FUND INVESTS IN COLLABORATIVE RELATIONSHIPS THAT TRANSFORM COMMUNITIES FOR LASTING IMPACT. OUR PURPOSE-DRIVEN PARTNERSHIPS PRIORITIZE UNDER RESOURCED INDIVIDUALS AND COMMUNITIES AND CENTER ON ADDRESSING SYSTEMIC CHALLENGES AND FOSTERING MEANINGFUL, LONG-LASTING CHANGE. 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 ACCOMPLISHMENTS THE FUND'S ORGANIZATIONAL COMMITMENT BELIEVES WE HAVE A SOCIAL RESPONSIBILITY AND A MORAL OBLIGATION TO RESPOND TO THE NEEDS OF THE MOST IMPACTED AND VULNERABLE COMMUNITIES 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 OUR MOST IMPACTED COMMUNITIES RESIDING IN ITS LOCAL COMMUNITIES. THE FUND HAS CONTRIBUTED OVER $350 MILLION TOWARD PROGRAMS THAT ADDRESS THE HEALTH AND WELL-BEING OF RESIDENCE, NEIGHBORHOODS, AND COMMUNITIES THROUGH NON-PROFIT STEWARDSHIP 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 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 INITIATIVE THE 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, IT HAS INSPIRED AND GENERATED OTHER INITIATIVES ACROSS THE FUND CENTERED ON COMMUNITY POWER BUILDING LEARNINGS AND VALUES. INTERSECTIONS INITIATIVE THE 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 HAS NOW EXPANDED TO WASHINGTON STATE 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 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 SUFFERS 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 HEALING-CENTERED CAPACITY BUILDING SO COMMUNITIES CAN SUSTAIN TRANSFORMATIVE MOVEMENTS. THROUGH TECHNICAL ASSISTANCE, COACHING, OR OTHER CAPACITY BUILDING OFFERINGS, THE FUND IS UPLIFTING NONPROFIT LEADERS AND STAFF WORKING WITHIN THE REALMS OF SUPPORTING CHILDREN, YOUTH, FAMILIES, AND WHOLE COMMUNITIES.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.
    Expenses $20,500,662 · grants $20,500,662

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
33-0143024
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Hospital or medical research organization
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1987
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E110)
Assets (IRS master file)
$132,341,442
Income (IRS master file)
$22,347,349

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$21,869,539$22,879,806$132,341,442IRS
990-TDecember 2024–––IRS
990December 2023$13,067,437$29,836,657$125,591,304XML
990-TDecember 2023–––IRS
990December 2022$10,889,533$22,933,246$121,677,730IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0143024).

Questions about ST JOSEPH HEALTH SYSTEM FOUNDATION

What is the EIN of ST JOSEPH HEALTH SYSTEM FOUNDATION?
The employer identification number (EIN) of ST JOSEPH HEALTH SYSTEM FOUNDATION is 33-0143024.
Is ST JOSEPH HEALTH SYSTEM FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to ST JOSEPH HEALTH SYSTEM FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ST JOSEPH HEALTH SYSTEM FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ST JOSEPH HEALTH SYSTEM FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ST JOSEPH HEALTH SYSTEM FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of ST JOSEPH HEALTH SYSTEM FOUNDATION?
The 990 for the year ended December 31, 2024 names GABRIELA ROBLES.
Who are the officers and directors of ST JOSEPH HEALTH SYSTEM FOUNDATION?
The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
How much revenue does ST JOSEPH HEALTH SYSTEM FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $21,869,539, expenses of $22,879,806 and total assets of $132,341,442 at year end.

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