2020-11-11T12:30:46-06:00 2019-12-31 134008324 Pricewaterhousecoopers LLP 600 13th Street NW Ste 1000 Washington DC 20005 990 2019-01-01 570831165 ROPER ST FRANCIS HEALTHCARE ROPE 8437242958 8536 Palmetto Commerce Pkwy 201 Ladson SC 29456 Anthony Jackson Senior VP and COO 2020-11-11 true Travis L Patton P00369623 2124141000 2019 2021-01-29 14:40:06Z Anthony Jackson 8536 Palmetto Commerce Pkwy 201 Ladson SC 29456 125921474 false X www.rsfh.com X 1998 SC Management and oversight of related hospital and healthcare subsidiaries. 12 7 6942 94 27503 0 1308214 1308021 117304361 114798186 10795464 7465832 4685591 1942862 134093630 125514901 640304 552743 0 65957345 71293280 0 350 90892861 80472006 157490510 152318029 -23396880 -26803128 905679847 977346885 486089279 568644995 419590568 408701890 Healing all people with compassion, faith, and excellence. false false 86783500 552743 114798186 Roper St. Francis Healthcare provides care for more Lowcountry adults than any other healthcare provider. Our mission is simple: Healing all people with compassion, faith and excellence. Throughout our entire 160 year history, people have trusted Roper St. Francis Healthcare. Anchored by Roper Hospital, Bon Secours St. Francis Hospital, Roper St. Francis Mount Pleasant Hospital, and Roper St. Francis Berkeley Hospital, our 668-bed health system includes more than 117 facilities and doctors' offices conveniently located throughout our region. We are Charleston's only private, not-for-profit hospital system with a specific focus on community outreach. The Roper St. Francis Foundation raises funds to enrich the wellness of our community. We have more than 1,000 doctors on our team and are Charleston's second largest private employer with more than 5,900 employees. Our team puts patients first, a quality that has led us to receive top national awards in patient satisfaction year after year. 86783500 true true false true false false false false false true false true true true true false true false false false false false false false false false true true true true false false false false false false false false false false false false false false true true true true false false true 763 0 true 6942 true true true false false false false false false false false false true false X 12 7 false false false false true true true true true false false true true true true true true true true true true SC X The Finance Department 8437242958 8536 Palmetto Commerce Parkway Ladson SC 29456 Brian Cuddy MD Chair, Neurosurgeon - RSFPP 0.5 49.5 X X 0 961103 70412 Susan Datta MD Vice-Chairperson, Internist - RSFPP 0.5 49.5 X X 0 301585 70729 Brett Denton Board Member (Beg 6/1/19) 0.5 3.5 X 0 0 0 Edward McKelvey Board Member 0.5 3.5 X 0 0 0 Henry West MD Board Member (Beg 01/19), Surgeon - RSFPP 0.5 49.5 X 0 593280 61811 John B Holloway Jr Board Member, CEO - MSSC 0.5 49.5 X 0 464000 36462 Julie Medich Board Member (7/1/19-10/11/19) 0.5 3.5 X 0 0 0 Katherine Duffy PHD Board Member (End 6/30/19) 0.5 3.5 X 0 0 0 Kent Stock MD Board Member 0.5 3.5 X 0 25028 0 Mark Nantz Board Member 0.5 3.5 X 0 0 0 Mary Thornley Board Member 0.5 3.5 X 0 0 0 Roberta Pinckney Board Member 0.5 3.5 X 0 0 0 Roger Ray MD Board Member (1/1/19-05/31/19) 0.5 3.5 X 0 0 0 Sr Anne Lutz CBS Board Member 0.5 3.5 X 0 0 0 Wills C Geils MD Board Member 0.5 3.5 X 0 9359 0 Bret D Johnson CFO & SVP / Treasurer 43.0 7.0 X 720630 0 110425 Gregory Edwards VP & General Counsel, Secretary 50.0 0.0 X 663848 0 104738 Lori Roberts Assist. Secretary, CAHS Director Legal Services 50.0 0 X 221155 0 24504 Lorraine Lutton President & CEO 43.0 7.0 X 1437023 0 81309 Mark Dickson VP Mission 50.0 0 X 338128 0 52111 Keith Neuman VP & Chief Information Officer 50.0 0.0 X 570547 0 27604 Melanie Stith VP Human Resources 50.0 0.0 X 455303 0 75092 Pennie Peralta Chief Nursing Officer 25.0 25.0 X 0 467835 36947 Stephen Porter Chief Strategy Officer (3/1/2019 - 6/30/2019) 18.0 32.0 X 373844 0 29322 Todd Shuman MD SVP & Chief Physician Officer 50.0 0.0 X 982068 0 21841 Anthony Jackson VP and CEO Acute Care Services 15.0 35.0 X 574760 0 91673 Jeanne Ballard Chief Medical Information Officer 50.0 0 X 330853 0 30670 Mary Lou Applebaum Chief Physician Advisor 50.0 0 X 304311 0 34710 Nancy Barker Dir Chief Managed Care Officer 50.0 0 X 253854 0 16626 Steven Akman MD Medical Director of Oncology 40.0 10.0 X 544170 0 39212 7770494 2822190 1016198 90 false true false ROPER EMERGENCY PHYSICIANS 639 McCutchen St Charleston SC 29412 Physician Fees 11642220 ANESTHESIA ASSOCIATES OF CHARLESTON PO Box 22206 Charleston SC 29413 Anesthesia Services 8924553 CHARLESTON EMERGENCY SERVICES 2053 Shell Ring Circle Mount Pleasant SC 29466 ER Physician Services 6593701 CHANGE HEALTHCARE LLC PO Box 98347 Chicago IL 60693 Maintenance & IT Services 3184902 CREDIT ADJUSTMENT BUREAU PO Box 62889 North Charleston SC 29419 Collection Services 3054726 114 1202285 35685 70051 1308021 Network Fees 900099 111692284 111692284 Operating Rental Income 900002 344858 344858 Senior Center Revenue 531390 476329 476329 JV and Partnership Income 900003 2284715 2284715 0 0 0 0 114798186 2075171 2075171 3306162 3306162 291566 116744 174822 0 174822 174822 2374328 289829 2084499 0 2084499 2084499 Daycare Revenue 624410 933814 933814 Cafeteria & Vending 722210 672360 672360 Purchase Discounts 900099 37538 37538 124328 0 27503 96825 1768040 125514901 114798186 27503 9381191 X 278626 278626 274117 274117 5762547 2881274 2881273 52735598 26275037 26460561 2680774 1336136 1344638 6239912 3110061 3129851 3874449 1931081 1943368 182872 182872 2367514 2367514 290123 290123 60359 60359 397391 397391 17381673 4693051 12688622 0 3605594 2884475 721119 21061496 13900587 7160909 5576964 4461571 1115393 3206386 2565109 641277 86149 68919 17230 402455 321964 80491 5404214 5404214 16880021 13504017 3376004 2784556 2227645 556911 Federal and State Income Tax Expense 13794 11035 2759 Fundraising 350 350 770095 654581 115514 0 152318029 86783500 65534179 350 46523785 58915610 24054262 23654900 0 0 20808 13700 2938 8732561 10878699 285070827 107786687 174445494 177284140 130395844 147669266 0 488787057 502432901 32717098 56497669 905679847 977346885 111171074 105656301 16615 33677159 36824629 0 32331176 70040918 308893255 356123147 486089279 568644995 X 419090568 408701890 500000 419590568 408701890 905679847 977346885 X -26803128 8427541 7486909 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 20359 true 40000 false false 60359 false Schedule C, Part II-B, Line 1 Lobbying Activities The total expenses directed for lobbying of the South Carolina General Assembly on any and all legislative, regulatory, or gubernatorial action as it relates to healthcare for 2019 was $40,000. RSFH is a member of the South Carolina Hospital Association (SCHA). The SCHA engages in lobbying efforts on behalf of its membership body, and each year a portion of the dues paid to the SCHA are allocated towards those efforts. For 2019, the amount of membership dues allocated to lobbying was $20,359. 1303283 1303283 104065345 14259610 89805735 4284965 3396157 888808 173920600 90086008 83834592 1496634 44912 1451722 177284140 Investment in RSF ATI 8517378 C Investment in Affiliates 493915523 C 502432901 Due from Affiliates 53782674 Other Receivables 2714995 56497669 Due to Affiliates 256057697 Interest Rate Swap Liability 29702285 EITF 97-10 Liabilities 69676482 Other Liabilities 686683 356123147 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Roper St. Francis Healthcare (RSFH) is a not-for-profit organization as described in Section 501(c)(3) of the Internal Revenue Code and is generally exempt from federal and state income taxes. Accordingly, no provision for income taxes is made on the consolidated financial statements. Although RSFH is generally exempt from federal and state income taxes, it evaluates whether there are any uncertain tax positions that fail to meet the more-likely-than-not threshold for recognition in the consolidated financial statements. Uncertain tax positions may include the characterization of income, such as a characterization of income as passive, a decision to exclude reporting taxable income in a tax return, or a decision to classify a transaction, entity, or other position in a tax return as tax exempt. The tax benefit from an uncertain tax position is recognized when it is more likely than not that the position will be sustained upon examination, including resolutions of any related appeals or litigation processes, based on the technical merits. RSFH had no unrecognized tax positions as of December 31, 2019 and 2018, and does not expect that unrecognized tax benefits will materially increase within the next 12 months. Interest and penalties related to uncertain tax positions, if any, would be recognized in the consolidated financial statements as income tax expense. true American Heart Association PO Box 4002906 Des Moines IA 50340 135613797 501(c)(3) 35000 Mission Support Charleston Regional Development 5300 International Blvd Charleston SC 29418 571015804 501(c)(6) 25000 Economic Development Support Trident United Way 6296 Rivers Ave N Charleston SC 29406 570314378 501(c)(3) 21100 Mission Support American Cancer Society 5900 Core Road Ste 504 N Charleston SC 29406 580659875 501(c)(3) 15000 Mission Support Our Lady of Mercy Outreach 1684 Brownswood Johns Island SC 29455 570905488 501(c)(3) 11600 Mission Support Share Our Suzy PO Box 1778 Mt Pleasant SC 29465 203767681 501(c)(3) 10000 Mission Support FB Foundation PO Box 80704 Charleston SC 29416 203997779 501(c)(3) 10000 Community Health Promotion Closing the Gap in Health 3951 West Montague Ave N Charleston SC 29418 522450102 501(c)(3) 7000 Mission Support 7 1 Nursing Scholarships 53 274117 Schedule I, Part III RSF General Nursing Scholarship Program The purpose of the RSF General Nursing Scholarship Program is to financially support continued education of high performing, exemplary staff nurses and students to meet a specific nursing workforce strategic need (i.e. hard to fill nursing positions or educational goals as determined by RSF senior nursing leaders). All scholarship awards are dependent upon the number of scholarship applications and the available funding from the RSF Foundation and other sources that support RSF nursing scholarships. The award amount is never guaranteed. Awards are paid on a semi-annual basis. Schedule I, Part III Purpose of RSF General Nursing Scholarship Program The purpose of the RSF General Nursing Scholarship Program is to financially support continued education of high performing, exemplary staff nurses and students to meet a specific nursing workforce strategic need (i.e. hard to fill nursing positions or educational goals as determined by RSF senior nursing leaders). Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The sponsorship committee for Roper St. Francis Healthcare meets monthly to discuss charitable giving in the community and the Organization's plans to sponsor worthy community activities that promote healthcare. The Committee is comprised of the CEO of the System, the Hospital and Physicians Network CEOs, the VP of Mission, and the Director of the Foundation. The Committee's goals are as follows: To support the community through charitable givings and sponsorships that are consistent with our Organization's mission and values, to enhance the health of those whom we serve, to meet community needs and exercise care of the resources entrusted to Roper St. Francis Healthcare, and to focus charitable giving and sponsorships on the major public health needs of the community. Roper St. Francis Healthcare provides funding to dozens of non-profit community partners to meet the health needs of our community. Organizations must apply annually for funding by describing which priority health need they are impacting and by providing program details outlining the strategies used to impact the community health need. The Committee, which is comprised of leaders throughout the system who have a stake in community engagement, meets annually to review applications from community partners and awardees are provided a restricted-use letter to specify the intent of funding. Awardees are required to report back on how the funds were used in their subsequent application for funding. X X X X true true false false false false false true false Brian Cuddy MD Chair, Neurosurgeon - RSFPP 0 896742 0 24960 0 39401 0 35942 0 34470 0 1031515 0 0 Susan Datta MD Vice-Chairperson, Internist - RSFPP 0 256943 0 38014 0 6628 0 33765 0 36964 0 372314 0 0 John B Holloway Jr Board Member, CEO - MSSC 0 339000 0 125000 0 0 0 16942 0 19520 0 500462 0 0 Henry West MD Board Member (Beg 01/19), Surgeon - RSFPP 0 491911 0 100775 0 594 0 35942 0 25869 0 655091 0 0 Lorraine Lutton President & CEO 837453 0 220326 0 379244 0 45036 0 36273 0 1518332 0 218986 0 Bret D Johnson CFO & SVP / Treasurer 460454 0 113613 0 146563 0 71967 0 38458 0 831055 0 137301 0 Gregory Edwards VP & General Counsel, Secretary 383571 0 99569 0 180708 0 68778 0 35960 0 768586 0 120889 0 Mark Dickson VP Mission 197722 0 55003 0 85403 0 30534 0 21577 0 390239 0 57957 0 Lori Roberts Assist. Secretary, CAHS Director Legal Services 198699 0 20771 0 1685 0 12038 0 12466 0 245659 0 0 0 Melanie Stith VP Human Resources 273986 0 74644 0 106673 0 38062 0 37030 0 530395 0 74916 0 Keith Neuman VP & Chief Information Officer 260967 0 77015 0 232565 0 0 0 27604 0 598151 0 157296 0 Todd Shuman MD SVP & Chief Physician Officer 311160 0 158074 0 512834 0 8400 0 13441 0 1003909 0 429512 0 Pennie Peralta Chief Nursing Officer 0 264787 0 55871 0 147177 0 14120 0 22827 0 504782 0 117649 Stephen Porter Chief Strategy Officer (3/1/2019 - 6/30/2019) 219311 0 103345 0 51188 0 8352 0 20970 0 403166 0 16403 0 Anthony Jackson VP and CEO Acute Care Services 410968 0 76554 0 87238 0 54790 0 36883 0 666433 0 53200 0 Steven Akman MD Medical Director of Oncology 466786 0 75000 0 2384 0 15329 0 23883 0 583382 0 0 0 Jeanne Ballard Chief Medical Information Officer 296294 0 34172 0 387 0 11706 0 18964 0 361523 0 0 0 Mary Lou Applebaum Chief Physician Advisor 268763 0 35060 0 488 0 13414 0 21296 0 339021 0 0 0 Nancy Barker Dir Chief Managed Care Officer 213702 0 38769 0 1383 0 14298 0 2328 0 270480 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment Severance Benefits consisting of continuation of base salary and insurance benefits were provided to listed individuals for specified periods. The listed individuals executed releases and waivers of claims in exchange for the severance benefits. Salary continuation amounts provided during the reporting year to listed individuals were as follows: Keith Neumann - $62,131. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The Roper St. Francis Healthcare 457(f) Plan's purpose is to offer eligible employees of the employer deferred compensation benefits to supplement Eligible Employees' retirement income. The Plan is intended to be a top-hat plan (i.e. an unfunded deferred compensation plan maintained for certain members of a select group of management or highly compensated employees). INDIVIDUALS THAT PARTICIPATED OR RECEIVED A DISTRIBUTION INCLUDE: Bret D. Johnson, $51,320; Gregory Edwards, $55,055; Mark Dickson, $24,727; Keith Neumann, $107,642; Pennie Peralta, $92,610; Todd Shuman, $319,563; Melanie Stith, $31,070; Anthony Jackson, $0; Lorraine Lutton, $142,112. Schedule J, Part I, Line 7 Non-fixed payments Goals are developed each year to support the Organization's strategic initiatives for people, quality, financial, growth and service. The Ad Hoc Compensation Committee approves the system goals annually and reports it to the full Board of Directors. Progress on each metric is reported to the Board each month on the corporate scorecard. At year-end, the Ad Hoc Compensation Committee approves the final scorecard number and reports results to the full Board. Annual incentives for the executives are based 60% on the corporate scorecard and 40% on individual performance. Executives maintain an individual scorecard on the leader evaluation manager and discuss results monthly with the President/CEO. The President/CEO approves the individual executive scorecard. A Charleston County South Carolina 576001289 160900JK3 2004-07-13 100661242 Construct patient care tower and parking garage, issuance costs, fund debt service reserve fund. false false false B SC Jobs - Economic Development Authority 570960018 83703FBD3 2007-11-01 130000000 Construct of bldg, acquisition of new equip, acquisition of land and land improve, and issuance cost false false false C SC Jobs - Economic Development Authority 570960018 000000000 2012-09-25 79200000 Acquisition of new equip, new construction, and to currently refund a portion of the bonds issued. false false false D SC Jobs - Economic Development Authority 570960018 000000000 2014-06-24 75490000 Defease Bond Series 2004B-1, refund Bond Series 2010, and defease BondSeries 2007A false false false A 60005000 0 102840072 0 0 0 1224756 3510342 0 90012836 8092138 0 2006 false false true true B 50000000 0 135304428 0 0 0 1330300 2537558 0 131436570 0 0 2010 false false true true C 36777333 0 68829356 0 0 0 449469 0 19179887 49200000 0 2013 true false true true D 55650000 0 75490000 0 0 0 0 0 0 0 75490000 0 2014 true true true true A false false true true false 0.003 0.0 0.003 false false true B false true true true false 0.0193 0.0 0.0193 false false true C false false false 0.0 0.0 0.0 false true D false false false false 0.0 0.0 0.0 false false true A false false true true true true Goldman Sachs 29.2 false false true Morgan Stanley 2.0 true false true B false false true true true true Goldman Sachs 29.4 false false true Citigroup 2.3 true false true C false false true true true false false false true D false true false false true false false false true A true B true C true D true Schedule K, Part II, Line 3 Difference Between Issue Price and Total Proceeds Except for bond issue C, differences between the issue price (Part I) and total proceeds (Part III Line 3) are due to investment earnings. For bond issue C, the difference is due to investment earnings and an early retirement of a portion of the bonds using sale proceeds that were not deposited in a reasonably required reserve or replacement fund. Schedule K, Part IV, Line 2c COLUMN A Issuer name: Charleston County, South Carolina The calculation for computing no rebate due was performed on 11/09/2018 Schedule K, Part IV, Line 2c COLUMN B Issuer name: SC Jobs - Economic Development Authority The calculation for computing no rebate due was performed on 01/26/2018 Schedule K, Part IV, Line 2c COLUMN C Issuer name: SC Jobs - Economic Development Authority The calculation for computing no rebate due was performed on 11/30/2017 A SC Jobs Economic Development Authority 570960018 000000000 2015-09-16 27500000 Proceeds used to purchase certain tracts of land and equipment. false false false B SC Economic Development Authority 570960018 000000000 2016-11-22 128766700 Defray costs of constructing and equipping a 50 bed hospital in Berkeley Cnty, SC and capital improv false false false C SC Jobs - Economic Development Authority 570960018 000000000 2017-06-28 36777333 Proceeds used to refund the Bond Series 2012B issued 9/25/2012. false false false D SC Jobs - Economic Development Authority 570960018 837031WF6 2017-07-18 22000000 Defray costs of undertaking certain capital improvements in Berkeley and Charleston Counties, SC false false false A 3666668 0 27500052 0 0 0 0 0 0 27500052 0 0 2016 false false true true B 0 0 130616105 0 0 0 0 0 0 130616105 0 0 2019 false false false true C 0 0 36777333 0 0 0 0 0 0 0 36777333 0 2017 true false true true D 4400000 0 22023194 0 0 0 0 0 0 22022968 212 14 2019 false false false false A false false false false 0.0 0.0 0.0 false false true B false false true false 0.0277 0.0 0.0277 false false true C false false false false 0.0 0.0 0.0 false false true D false false false false 0.0 0.0 0.0 false false true A false true false false true false false false true B false true false false true false true Deutsche Bank 2.2 true false true C false true false false true false false false true D false true false false false false false false true A true B true C true D true A SC Jobs - Economic Development Authority 570960018 837031WG4 2017-08-02 21105000 Proceeds used to refund the Bond Series 2014D issued 6/24/2014. false false false A 0 0 21105000 0 0 0 0 0 0 21105000 0 0 2017 true false true true A false false false false 0.0 0.0 0.0 false false true A false true false false false false false false true A true Form 990, Part VI, Line 6 Classes of members or stockholders The members of Roper St. Francis Healthcare (RSFH) were The Medical Society of South Carolina (63%), a South Carolina nonprofit corporation, Bon Secours Mercy Health, Inc. (27%), a Maryland nonprofit corporation, and the Charlotte-Mecklenburg Hospital Authority dba Atrium Health (10%). RSFH redeemed Atrium's membership interest on October 10, 2019. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body RSFH is governed by a 13-member board of directors (the "Board of Directors") appointed by the Founding Members. Subject to certain Nominating Committee approvals, six directors are appointed by each of the Medical Society of South Carolina (MSSC) and Bon Secours Mercy Health (BSMH) and one director is appointed by Atrium. It is the Founding Members' intent that the members of RSFH's Board of Directors are appointed to such positions because they have a willingness to serve the needs of RSFH as a whole and not the needs of any individual Founding Member. During the year Atrium redeemed its 10% interest in RSFH and its membership interest was terminated. As of December 31, 2019, MSSC's membership percentage was 70% and BSMH's membership percentage was 30%. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The following actions shall require the unanimous affirmative approval of all of the founding members: (a) to amend the Articles of Incorporation or By-laws, including without limitation, any change in the Corporation's purposes; provided, however, that, subject to the procedures and voting requirements with respect to the admission of non-founding members, Schedule 3.1 may be amended with the approval of two (2) of the founding members to reflect the admission of a non-founding member; (b) to dissolve or liquidate the Corporation and to determine the distribution of assets upon dissolution; (c) to merge or consolidate the Corporation or to sell, convey, transfer, lease, or otherwise dispose of all or substantially all of its assets; (d) to appoint the President and Chief Executive Officer of the Corporation in a manner other than that established within the By-laws; (e) to alter or amend the Corporation's ethical performance standards (defined below); or (f) to enter into any material agreement whereby a third party will: (i) become an equity owner in any joint venture with the Corporation or any System participant and will not be legally obligated to support the Corporation's ethical performance standards; or (ii) manage a substantial part of the facilities, assets, or operations of the system and will not be legally obligated to comply with and support the Corporation's ethical performance standards. Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 was prepared by the BSMH Tax Department with assistance and oversight by management and was reviewed by an independent accounting firm. Reviews were then conducted by senior management. Upon review, the Form 990 along with a summary memo is forwarded to the governing body for approval. After approval by the governing body the final version is filed with the Internal Revenue Service. Form 990, Part VI, Line 12c Conflict of interest policy The HR policy requires COI disclosures from "every RSFH senior leader, employed physicians and non-physician practitioners, all directors and all Value Analysis Team members". The governing board policies define covered persons as "directors and to all officers (as defined by the President/CEO) and all persons who serve in a position functionally equivalent to that of a corporate officer". All covered persons shall complete and return to the Secretary an annual statement that each of them: (a) has received a copy of the Conflict of Interest Policy; (b) has read and understands the Policy; (c) agrees to comply with this Policy; (d) understands that the Policy applies to all committees; and (e) understands that the Organization is a charitable organization and must continuously engage primarily in activities which accomplish one or more of its tax-exempt purposes. Form 990, Part VI, Line 15a Process to establish compensation of top management official An independent company, Towers Watson, provides research, advice and guidance to the Compensation Committee and senior leadership to ensure the Organization's compensation programs for executives covered by the "Intermediate Sanctions Legislation" (IRC Section 4958) are aligned with its stated philosophy: Base salaries are targeted at the 50th percentile of the established comparator market; Total cash compensation (base salary plus annual incentive payments) are targeted at the 75th percentile of the established comparator market; Total direct compensation (total cash compensation plus long term incentive payments) will not exceed the 90th percentile of the established comparator market; Benefits are targeted at market median; and In aggregate, base salary, total cash compensation, total direct compensation and benefits comprise total compensation for executives. The Compensation Committee ensures that executive total compensation is reflective of the Organization's stated compensation philosophy. The committee, in this process, authorizes and supports an annual three step process utilizing Towers Watson's resources: 1) Salary levels, annual bonus targets/payments and long term incentive grants are compared rigorously each year with market data based on comparable positions and organizations. A. Comparable organizations are typically not-for-profit healthcare systems with similar operating revenues. Private sector employer data, when available, are also included in the analysis for "transferable skills positions". B. Historically, performance incentive payouts generally track with a normal bonus payout distribution. Incentive goals are primarily based on formally defined quantitative goals approved by the ad hoc Compensation Committee of the RSFH Board of Directors. 2) All recommended pay decisions are tested against these data and the organization's stated compensation philosophy. 3) A formal opinion letter is prepared by Towers Watson, representing that senior executives are compensated within the reasonableness standards mandated by the IRS. A similar process is performed by Towers Watson for the CEO and CFO positions. This letter provides a "safe harbor" for the organization's "directors" relative to the reasonableness of total executive compensation consistent with IRC Section 4958. Form 990, Part VI, Line 15b Process to establish compensation of other employees See explanation for 15A. Form 990, Part VI, Line 19 Required documents available to the public The RSFH governing documents, conflict of interest policy and financial statements are available to the public upon request. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other Revenue - Total Revenue: 113594, Related or Exempt Function Revenue: , Unrelated Business Revenue: 16769, Revenue Excluded from Tax Under Sections 512, 513, or 514: 96825; Billing & Collection Fees - Total Revenue: 10734, Related or Exempt Function Revenue: , Unrelated Business Revenue: 10734, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees Purchased Services - Total Expense: 8467931, Program Service Expense: 2286341, Management and General Expenses: 6181590, Fundraising Expenses: ; Professional Fees - Total Expense: 3068696, Program Service Expense: 828548, Management and General Expenses: 2240148, Fundraising Expenses: ; Corp Admin Fees - Total Expense: 12583, Program Service Expense: 3397, Management and General Expenses: 9186, Fundraising Expenses: ; Other Fees - Total Expense: 5832463, Program Service Expense: 1574765, Management and General Expenses: 4257698, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Capital Contributions - -29559360; Equity Transfers - 22877634; Adjustment to Investment in Affiliates - 13523581; Other Changes in Fund Balance - -733750; Net Pension and Benefit Allocation - 1378804; Roper St Francis Health Alliance 8536 Palmetto Commerce Pkwy Ste 201 Ladson SC 29456 472412912 ACO SC 0 7378590 Roper St Francis Healthcare Roper St Francis Healthcare 8536 Palmetto Commerce Pkwy Ste 201 Ladson SC 29456 570831165 HEALTHCARE SYSTEM PARENT SC 501(c)(3) 3 NA false Roper Hospital Inc 8536 Palmetto Commerce Pkwy Ste 201 Ladson SC 29456 570828733 Healthcare SC 501(c)(3) 3 Roper St Francis Healthcare true Bon Secours St Francis Xavier Hospital 8536 Palmetto Commerce Pkwy Ste 201 Ladson SC 29456 571067254 Healthcare SC 501(c)(3) 3 Roper St Francis Healthcare true Roper St Francis Mt Pleasant Hospital 8536 Palmetto Commerce Pkwy Ste 201 Ladson SC 29456 570360499 Healthcare SC 501(c)(3) 3 Roper St Francis Healthcare true Roper St Francis Hospital - Berkeley 8536 Palmetto Commerce Pkwy Ste 201 Ladson SC 29456 263710229 Healthcare SC 501(c)(3) 3 Roper St Francis Healthcare true Roper St Francis Physicians Network 8536 Palmetto Commerce Pkwy Ste 201 Ladson SC 29456 262946628 Healthcare SC 501(c)(3) 3 Roper St Francis Healthcare true Roper St Francis Foundation 8536 Palmetto Commerce Pkwy Ste 201 Ladson SC 29456 571068509 Fundraising SC 501(c)(3) Type I Roper St Francis Healthcare true The Medical Society of South Carolina 69-B Barre St Charleston SC 29401 570288358 Supporting Org/Founding Member SC 501(c)(3) Type III-FI NA false Clinical Biotechnology Research Institute at RSFH 8536 Palmetto Commerce Pkwy Ste 201 Ladson SC 29456 475407453 Healthcare SC 501(c)(3) 4 Roper St Francis Healthcare true Lowcountry Surgery Center LLC (dba Roper St Francis Eye Surgery Center) 8536 Palmetto Commerce Pkwy Ste 201 Ladson SC 29456 581693021 Eye Surgery SC NA N/A RSFH - ATI Physical Therapy LLC 125 Doughty St Ste 760 Charleston SC 29403 474797980 Physical Therapy SC Roper St Francis Healthcare Related 2003351 10360180 false false 0.65 CareAlliance Medical Services Organization 8536 Palmetto Commerce Pkwy Ste 201 Ladson SC 29456 571012837 Inactive SC NA C Corporation true false false true false false false false false true true true true true true true true true false false Roper St Francis Foundation C 1202285 GAAP Roper St Francis Hospital - Berkeley R 36496587 GAAP Roper Hospital Inc R 4870251 GAAP Bon Secours St Francis Xavier Hospital R 1878862 GAAP Roper St Francis Mt Pleasant Hospital R 552565 GAAP Roper Hospital Inc S 125507352 GAAP Bon Secours St Francis Xavier Hospital S 84824926 GAAP Roper St Francis Mt Pleasant Hospital S 19133802 GAAP