ROPER ST FRANCIS HEALTHCARE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROPER ST FRANCIS HEALTHCARE (EIN 57-0831165)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201913179349304951
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T12:57:16-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 Town Center Drive Suite 1000 | AddressLine1Txt |
| City | Costa Mesa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570831165 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CareAlliance Health Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARE | BusinessNameControlTxt |
| Phone | 8437242958 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8536 Palmetto Commerce Pkwy No 201 | AddressLine1Txt |
| City | Ladson | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29456 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bret Johnson | PersonNm |
| Person Title | SVP & CFO | PersonTitleTxt |
| Phone | 8437242958 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John W Sadoff Jr | PreparerPersonNm |
| PTIN | P00540589 | PTIN |
| Phone | 7144367100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.138.49.181 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 07:32:02 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CD71869BFC494223FABD92E93AB0669CE7B22062 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2B300E1FC09CCA321063079848B1E489E0A7BF4B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roper St Francis Healthcare | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lorraine Lutton | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8536 Palmetto Commerce Pkwy No 201 | AddressLine1Txt |
| City | Ladson | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $135,315,404 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.rsfh.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | Management and oversight of related nonprofit hospital and healthcare subsidiaries. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 6521 | TotalEmployeeCnt |
| Total Volunteers | 94 | TotalVolunteersCnt |
| Total Gross UBI | $172,910 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $608,839 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,496,769 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,308,214 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $113,981,673 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $117,304,361 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,900,851 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,795,464 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,917,887 | PYOtherRevenueAmt |
| CY Other Revenue | $4,685,591 | CYOtherRevenueAmt |
| PY Total Revenue | $127,297,180 | PYTotalRevenueAmt |
| CY Total Revenue | $134,093,630 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $836,959 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $640,304 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $67,192,259 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $65,957,345 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $92,332,234 | PYOtherExpensesAmt |
| CY Other Expenses | $90,892,861 | CYOtherExpensesAmt |
| PY Total Expenses | $160,361,452 | PYTotalExpensesAmt |
| CY Total Expenses | $157,490,510 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$33,064,272 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$23,396,880 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $899,316,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $905,679,847 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $508,644,203 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $486,089,279 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $390,672,423 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $419,590,568 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Healing all people with compassion, faith, and excellence. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $89,062,916 | ExpenseAmt |
| Grant | $640,304 | GrantAmt |
| Revenue | $117,304,361 | RevenueAmt |
| Desc | Roper St. Francis Healthcare cares for more Lowcountry adults than any other healthcare provider. Our mission is simple: Healing all people with compassion, faith and excellence.Our history spans more than 160 years, and our healthcare system has grown to include three flagship hospitals: Roper Hospital, Bon Secours St. Francis Hospital and Roper St. Francis Mount Pleasant Hospital. We will open a fourth flagship hospital, Roper St. Francis Berkeley Hospital, in Berkeley County in 2019. Our Roper St. Francis Physician Partners offers a comprehensive network of more than 240 employed physicians and more than 100 advanced care providers covering a complete range of primary care and 25 other subspecialties spread across the Lowcountry. We have more than 800 doctors on our Medical Staff and are the second largest private employer in the Lowcountry with more than 5,500 teammates.As Charleston's only private, not-for-profit healthcare system with a specific focus on community outreach, our entire organization is committed to making a difference. Roper St. Francis contributed $59.9 million in community benefit in 2018, which represents 6.5 percent of our net operating revenue. This community benefit comes in many forms, such as $46.2 million in charity care, $12.2 million in unreimbursed Medicaid costs and $1.4 million in community outreach programs.Our teammates go beyond the walls of their work spaces to support our community's health. Our teammates provided 9,164 hours of time supporting wellness, outreach and education events that touched 17,894 of our neighbors. Roper St. Francis is a leader in the new collaborative called "Healthy TriCounty" along with MUSC, the Trident United Way and over 60 health-related agencies. A new five-year Health Improvement Plan was developed in 2018 to address the health needs and disparities in our community. It's the first health improvement plan developed specifically for Berkeley, Charleston and Dorchester counties. Healthy Tri-County won a $450,000 grant, "Healthy People, Healthy Carolinas," from the Duke Endowment to roll out evidence-based interventions to mitigate chronic diseases such as diabetes and hypertension that affect our community. The grant will focus on faith communities, workplaces and schools, and the Lowcountry efforts will be part of coalitions across North Carolina and South Carolina that are engaging leaders from diverse organizations to align existing programs and develop ways to help residents get involved in improving their health.The "Farmacy Project" provided over 2,000 bags of fresh produce to families in need, thanks to the Lowcountry Food Bank and the Department of Mental Health working with Roper St. Francis Healthcare.The new Transitions Clinic on Rivers Avenue in North Charleston provided over 5,600 visits for those most in need with 500 new patients seen in 2018. The Access Health Tri-County Network added over 1,300 new patients and our continuum of care expanded with the new Hospice Cottage in Mount Pleasant.Our Roper St. Francis Physician Partners made tremendous achievements in the rates of vaccinations, screenings, controlling blood pressure and providing wellness visits. We also proudly supported more than 70 community organizations including the Barrier Islands Free Clinic, Our Lady of Mercy Community Outreach, East Cooper Community Outreach, One 80 Place, The Dream Center and many more health agencies.The Roper St. Francis Opioid Reduction Task Force helped achieve a 35 percent reduction in use and also has organized the successful "Take Back" events throughout our community. Depression screenings and follow-up are now part of our practices and our Research and Innovation Center became a national leader in Alzheimer's research, prevention and treatment.Our Maternal Fetal Medicine program for high-risk pregnancies provided over 12,500 patient visits in 2018. Support for the Our Lady of Mercy Community Outreach and Shifa Clinic continues with a special focus in this area of pre-natal care for mothers and babies. Our healthcare system won a $725,000, three-year grant from The Duke Endowment to foster better and earlier conversations about the goals, values and priorities of seriously ill patients with their clinicians. The goals of the grant are to improve the frequency, timing and quality of seriously ill patient communication as well as to develop a model for this process that can be shared across the Carolinas with other healthcare systems.Roper St. Francis Healthcare also won a $525,000, three-year grant from The Duke Endowment to enhance our ability to improve long-term outcomes of high-risk patients who frequently use medical care. The grant mostly benefitted the Transitions Clinic as well as the system's Emergency Department U-Turn program. The grant funds two community health workers to help patients navigate the health system, a certified behavioral health therapist for patients with mental health and substance abuse disorders, and TelePsych consults with Charleston and Dorchester Mental Health.In 2018, we also: - Trained 1,051 community members in hands-only CPR, helping to increase the likelihood of people to perform CPR in an emergency.- Joined forces with the Trident United Way to raise $281,427. In addition, 170 teammates participated and made improvements to the homes of 18 patients during the Trident United Way's annual Day of Caring.- Supported 14 teammates with financial assistance on mission trips to Nicaragua, Haiti, Costa Rica, Kenya and Dominican Republic.- Conducted more than 200 breast and colon cancer screenings for the under-insured and uninsured. In addition, 118 imaging studies were ordered along with a referral to genetics.Our healthcare system's quality is top notch and continues to be recognized nationally. Watson Health ranked Roper St. Francis Healthcare as a Top 15 Health System for the sixth consecutive year in 2018. We were one of only six hospitals or healthcare systems to be ranked five years or longer. The ranking is based on multiple measures across nine clinical and operational performance benchmarks. Our team demonstrated exceptional patient care during our successful Joint Commission reaccreditation survey, and many of our processes were identified to be best practices. We also continued to rank among the best organizations in the country as an excellent place to work and for our teammate engagement for the last decade.In 2018, we unveiled a new vision for our healthcare system, and it has become our mantra, guiding our major initiatives and capturing our focus areas. The vision, Exceeding Expectations Every Day in Quality, Access and Affordability, was created with teammates, physicians and our board, and it's intended to be inspirational and aspirational, something we hope to achieve in the future.We want to serve patients closer to where they live and work, and we continued to expand our services in Berkeley and Dorchester counties. We celebrated the opening of the Medical Office Building on the Roper St. Francis Berkeley Hospital campus and implemented innovative initiatives such as online scheduling and same-day appointments for orthopaedic care. | Desc |
| Total Program Service Expenses | $89,062,916 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 688 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6521 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Finance Department | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8437242958 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8536 Palmetto Commerce Parkway | AddressLine1Txt |
| City | Ladson | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29456 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Brian Cuddy MD See Sch O | ||||||||||
| Chairperson | 0.50 | 49.50 | Yes (X) | $984,944 | $0 | $67,183 | ||||
| Alison Dillon MD | ||||||||||
| Vice-Chairperson (Thru 6/2018) | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Datta MD See Sch O | ||||||||||
| Vice-Chairperson (Start 7/1/18) | 0.50 | 49.50 | Yes (X) | $267,238 | $0 | $65,415 | ||||
| Katherine Duffy PhD | ||||||||||
| Board Member | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||||
| Wills C Geils MD See Sch O | ||||||||||
| Board Member | 0.50 | 3.50 | Yes (X) | $26,876 | $0 | $0 | ||||
| John Holloway Jr See Sch O | ||||||||||
| Board Member | 0.50 | 3.50 | Yes (X) | $0 | $430,000 | $31,212 | ||||
| Sister Anne Lutz | ||||||||||
| Board Member | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||||
| Edward McKelvey | ||||||||||
| Board Member | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Nantz | ||||||||||
| Board Member | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||||
| Roberta Pinckney | ||||||||||
| Board Member | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||||
| John Spratt MD See Sch O | ||||||||||
| Board Member | 0.50 | 49.50 | Yes (X) | $799,374 | $0 | $65,768 | ||||
| Kent Stock MD See Sch O | ||||||||||
| Board Member (Start 7/1/18) | 0.50 | 3.50 | Yes (X) | $44,345 | $0 | $0 | ||||
| Michael Tarwater | ||||||||||
| Board Member | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Thornley | ||||||||||
| Board Member | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||||
| Lorraine Lutton | ||||||||||
| President & CEO - RSFH | 43.00 | 7.00 | $0 | $891,334 | $122,984 | Yes (X) | ||||
| Bret D Johnson | ||||||||||
| SVP & CFO - RSFH | 43.00 | 7.00 | $0 | $619,642 | $95,562 | Yes (X) | ||||
| Gregory Edwards | ||||||||||
| VP & General Counsel | 45.00 | 4.00 | $501,764 | $0 | $99,123 | Yes (X) | ||||
| Mark Dickson | ||||||||||
| VP Mission | 47.00 | 0.00 | $257,914 | $0 | $45,425 | Yes (X) | ||||
| Keith Neuman | ||||||||||
| VP & CIO | 47.00 | 2.00 | $362,648 | $0 | $60,778 | Yes (X) | ||||
| Melanie Stith | ||||||||||
| VP Human Resources | 45.00 | 1.00 | $322,069 | $0 | $69,555 | Yes (X) | ||||
| Steven Akman MD | ||||||||||
| Medical Director - Oncology | 45.00 | 0.00 | $572,694 | $0 | $46,198 | Yes (X) | ||||
| Jeanne Ballard | ||||||||||
| Chief Med Informatics Officer | 50.00 | 0.00 | $297,523 | $0 | $31,313 | Yes (X) | ||||
| Marc Rucquoi MD | ||||||||||
| Physician | 1.00 | 0.00 | $354,590 | $0 | $64,901 | Yes (X) | ||||
| Todd Shuman MD | ||||||||||
| SVP & Chief Physician Officer | 40.00 | 5.00 | $644,762 | $0 | $94,591 | Yes (X) | ||||
| Stanley Wilson MD | ||||||||||
| Chief Med Officer - RH & BH | 37.00 | 0.00 | $537,113 | $0 | $55,826 | Yes (X) | ||||
| Matthew Severance | ||||||||||
| COO RSFH & CEO Roper Hospital | 0.00 | 0.00 | $724,460 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,698,314 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,940,976 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,015,834 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 566 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Carolinas Healthcare Systems | |||||
| PO Box 32861 | Charlotte | NC | 28232 | Management Company | $8,093,418 |
| Credit Adjustment Bureau | |||||
| PO Box 62889 | North Charleston | SC | 29419 | Collection Services | $2,794,924 |
| Change Healthcare LLC | |||||
| PO Box 98347 | Chicago | IL | 60693 | Maintenance and Info Tech Services | $1,697,071 |
| EClinical Works | |||||
| PO Box 847950 | Boston | MA | 02284 | Software Support | $1,138,089 |
| MUSC | |||||
| 91 President St MSC 191 | Charleston | SC | 29425 | Parking Services | $1,061,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 65 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,224,357 | RelatedOrganizationsAmt |
| Government Grants | $37,700 | GovernmentGrantsAmt |
| All Other Contributions | $46,157 | AllOtherContributionsAmt |
| Noncash Contributions | $13,000 | NoncashContributionsAmt |
| Total Contributions | $1,308,214 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Network Fees | 900099 | $115,570,126 | $115,570,126 |
| Rental Income Operatin | 900002 | $1,489,240 | $1,489,240 |
| Senior Center Revenue | 531390 | $244,995 | $244,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $117,304,361 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,010,737 | TotalRevenueColumnAmt |
| Exclusion | $2,010,737 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,224,507 | TotalRevenueColumnAmt |
| Exclusion | $3,224,507 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $735,875 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $70,488 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $665,387 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $665,387 | TotalRevenueColumnAmt |
| Exclusion | $665,387 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,699,518 | SecuritiesAmt |
| Other | $11,988 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $1,151,286 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,699,518 | SecuritiesAmt |
| Other | -$1,139,298 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,560,220 | TotalRevenueColumnAmt |
| Exclusion | $5,560,220 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Daycare Revenue | 624410 | $900,340 | $900,340 | |
| Cafeteria & Vending | 722210 | $592,430 | $592,430 | |
| Billing & Collection | 900099 | $146,250 | $3 | $146,247 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,381,184 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $26,663 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,354,521 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,020,204 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,093,630 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $117,304,361 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $172,910 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,308,145 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,607 | TotalAmt |
| Program Services | $460,607 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,697 | TotalAmt |
| Program Services | $179,697 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,444,393 | TotalAmt |
| Management And General | $1,444,393 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,636,257 | TotalAmt |
| Program Services | $27,800,653 | ProgramServicesAmt |
| Management And General | $24,835,604 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,065,118 | TotalAmt |
| Program Services | $1,061,593 | ProgramServicesAmt |
| Management And General | $1,003,525 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,965,453 | TotalAmt |
| Program Services | $1,988,484 | ProgramServicesAmt |
| Management And General | $3,976,969 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,846,124 | TotalAmt |
| Program Services | $1,977,135 | ProgramServicesAmt |
| Management And General | $1,868,989 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,489,082 | TotalAmt |
| Management And General | $6,489,082 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,038,686 | TotalAmt |
| Management And General | $1,038,686 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,327 | TotalAmt |
| Management And General | $469,327 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,620 | TotalAmt |
| Management And General | $44,620 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,484 | TotalAmt |
| Management And General | $377,484 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,331,110 | TotalAmt |
| Program Services | $4,409,400 | ProgramServicesAmt |
| Management And General | $11,921,710 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,879,412 | TotalAmt |
| Program Services | $2,303,530 | ProgramServicesAmt |
| Management And General | $575,882 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,094,222 | TotalAmt |
| Program Services | $15,242,187 | ProgramServicesAmt |
| Management And General | $7,852,035 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,295,452 | TotalAmt |
| Management And General | $4,295,452 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,172,355 | TotalAmt |
| Program Services | $4,137,884 | ProgramServicesAmt |
| Management And General | $1,034,471 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,894 | TotalAmt |
| Management And General | $114,894 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,117 | TotalAmt |
| Management And General | $373,117 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,917,503 | TotalAmt |
| Program Services | $7,917,503 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,568,974 | TotalAmt |
| Program Services | $18,568,974 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,688,009 | TotalAmt |
| Program Services | $2,150,407 | ProgramServicesAmt |
| Management And General | $537,602 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,038,614 | TotalAmt |
| Program Services | $864,862 | ProgramServicesAmt |
| Management And General | $173,752 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,490,510 | TotalAmt |
| Program Services | $89,062,916 | ProgramServicesAmt |
| Management And General | $68,427,594 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,479,592 | BOYAmt |
| EOY | $46,523,785 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,814,783 | BOYAmt |
| EOY | $24,054,262 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,784 | BOYAmt |
| EOY | $20,808 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,938 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,763,846 | BOYAmt |
| EOY | $8,732,561 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $271,007,240 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $96,561,746 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,042,130 | BOYAmt |
| EOY | $174,445,494 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,814,768 | BOYAmt |
| EOY | $130,395,844 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,526,818 | BOYAmt |
| EOY | $520,064,239 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,858,905 | BOYAmt |
| EOY | $1,439,916 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $899,316,626 | BOYAmt |
| EOY | $905,679,847 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,011,452 | BOYAmt |
| EOY | $111,171,074 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $16,615 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,886,206 | BOYAmt |
| EOY | $33,677,159 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,208,039 | BOYAmt |
| EOY | $32,331,176 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,538,506 | BOYAmt |
| EOY | $308,893,255 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $508,644,203 | BOYAmt |
| EOY | $486,089,279 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,172,423 | BOYAmt |
| EOY | $419,090,568 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
| EOY | $500,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,672,423 | BOYAmt |
| EOY | $419,590,568 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $899,316,626 | BOYAmt |
| EOY | $905,679,847 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$23,396,880 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,529,737 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $59,844,762 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $36,667 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $7,953 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $44,620 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II-B, Line 1: | The total expenses directed for lobbying of the SC General Assembly on any and all legislative, regulatory, or gubernatorial action as it relates to healthcare for 2018 was $40,000. The Organization 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 2018, the amount of membership dues allocated to lobbying was $7,953. |
| Political Activity Statement: | CareAlliance Health Services does not participate in or intervene in (including the publishing or distributing of statements), any political campaign on behalf of (or in opposition to) any candidate for public office. |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,303,283 | OtherCostOrOtherBasisAmt |
| Book Value | $1,303,283 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $96,678,172 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,868,239 | DepreciationAmt |
| Book Value | $84,809,933 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,284,965 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,080,878 | DepreciationAmt |
| Book Value | $1,204,087 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $167,775,035 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,612,629 | DepreciationAmt |
| Book Value | $86,162,406 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $965,785 | OtherCostOrOtherBasisAmt |
| Book Value | $965,785 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $174,445,494 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investments - Program Related | Desc |
| Book Value | $520,064,239 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $520,064,239 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Affiliates | $222,658,602 |
| Interest Rate Swap Liability | $22,128,513 |
| EITF 97-10 Liabilities | $63,719,813 |
| Other Liabilities | $386,327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $308,893,255 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | CareAlliance Health Services 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 CareAlliance 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. The organization had no unrecognized tax positions as of December 31, 2018 and 2017, 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Charleston Metro Chamber Of Commerce | |||||||
| 4500 Leeds Avenue Suite 100 | Charleston | SC | 29405 | 570138852 | 501(c)(6) | $76,750 | Various local business development initiatives |
| Charleston Regional Development | |||||||
| 5300 International Blvd Ste 103-A | Charleston | SC | 29418 | 571015804 | 501(c)(6) | $50,000 | Economic Development Support |
| American Heart Association | |||||||
| PO Box 50045 | Prescott | AZ | 86304 | 135613797 | 501(c)(3) | $40,000 | Sponsorship Donation for The American Heart Asso.'s Fundraising Events |
| One Eighty Place | |||||||
| PO Box 20038 | Charleston | SC | 29413 | 570789483 | 501(c)(3) | $30,000 | Homeless Health Clinic |
| Charleston Southern University | |||||||
| PO Box 118087 | Charleston | SC | 29423 | 570474291 | 501(c)(3) | $25,000 | Support for school of nursing |
| East Cooper Community Outreach | |||||||
| 1145 Six Mile Road | Mt Pleasant | SC | 29466 | 570939280 | 501(c)(3) | $25,000 | Health services funding; fundraising event sponsorship |
| American Cancer Society | |||||||
| 5900 Core Road Suite 504 | N Charleston | SC | 29406 | 580659875 | 501(c)(3) | $15,000 | Relay for Life Sponsorship & Gala Support |
| Coastal Community Foundation | |||||||
| 653 Rutledge Avenue Suite 201 | Charleston | SC | 29403 | 237390313 | 501(c)(3) | $10,300 | Charleston Blue Zone Project |
| Share Our Suzy | |||||||
| PO Box 1778 | Mt Pleasant | SC | 29465 | 203767681 | 501(c)(3) | $10,000 | Assistance to breast cancer patients |
| Roman Catholic Diocese Of Charleston | |||||||
| 901 Orange Grove Road | Charleston | SC | 29407 | 570314369 | 501(c)(3) | $7,548 | AEDs |
| Thomas Media Group Inc | |||||||
| 1806 Washington Street | Columbia | SC | 29201 | 743042885 | 501(c)(3) | $6,500 | Donation to 2018 Black Expo |
| Water Missions International | |||||||
| PO Box 71489 | N Charleston | SC | 29415 | 571116978 | 501(c)(3) | $6,000 | Provide sustainable access to safe water |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Nursing Scholarships | GrantTypeTxt |
| Recipient | 48 | RecipientCnt |
| Cash Grant | $179,697 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | 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 giving 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. |
| Schedule I, Part III: | 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. Eligibility An applicant for the RSF General Nursing Scholarship program must: 1. Be a regular full-time (64-80 hours per pay period) or part-time (40-63.9 hours per pay period) employee who has completed at least one (1) year of continuous employment in a regular full-time/regular part-time benefit eligible status. 2. Have prior or current 3.0 or greater grade point average from an accredited school or college, as demonstrated by a school transcript. 3. Be attending an academic program that will meet the intent of the healthcare system's strategic initiative, as demonstrated by a letter of acceptance. 4. Be a high performing employee as reflected in annual performance evaluations and participation in organizational activities. Nurses pursuing an advanced degree in a field other than nursing (i.e. MBA or MHA), need to be pursuing or currently employed in a management position with RSF. Applicants seeking advanced nursing degrees in specialty areas where positions are not currently offered or anticipated in the near future, may not be awarded a scholarship based on funding priorities. This may include Master's in Business, Nurse Practitioner, or PhD programs. An applicant may only receive a scholarship award from the General Nursing Scholarship Program one time. Application Process Interested candidates must complete the scholarship application process which includes submission of: 1. Official School Transcript a. Grades from a previous school are acceptable if within 5 years of application. b. If grades are more than 5 years old, the award may be held until after the 1st semester with 3.0 or greater grade point average that includes nursing courses. c. If grade point average from a previous school is less than 3.0, candidate may apply for scholarships after two semesters with a 3.0 or greater grade point average that includes nursing courses. 2. Letter of Acceptance into nursing program 3. Two sealed Letters of Recommendation from RSF nursing. One reference must be an endorsement from a direct supervisor or current manager 4. A clear and concise Candidate Statement that describes: a. Your professional goals b. How advancing your nursing education will meet your professional goals c. How you intend to translate or integrate your goals into RSF nursing culture. 5. Completed Application Form 6. A copy of the tuition bill Applications will be accepted all year, however application reviews occur on a semi-annual basis. Spring application deadline is March 31st and fall application deadline is September 30th. Award All scholarship awards are dependent upon the number of scholarships 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. The IRS considers tuition assistance and nursing scholarship money more than $5,250 in a calendar year, as taxable income. Taxes on more than $5,250 will be reflected in a separate line on an employee's pay stub. The employee is expected to provide one year of full-time, continuous employment at Roper St. Francis for each year of educational funding. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brian Cuddy MD See Sch O | ||||||||||||||
| Chairperson | $922,396 | $0 | $50,891 | $0 | $11,657 | $0 | $35,182 | $0 | $32,001 | $0 | $1,052,127 | $0 | $0 | $0 |
| Susan Datta MD See Sch O | ||||||||||||||
| Vice-Chairperson (Start 7/1/18) | $233,434 | $0 | $28,202 | $0 | $5,602 | $0 | $33,245 | $0 | $32,170 | $0 | $332,653 | $0 | $0 | $0 |
| John Holloway Jr See Sch O | ||||||||||||||
| Board Member | $0 | $330,000 | $0 | $100,000 | $0 | $0 | $13,932 | $0 | $17,280 | $0 | $31,212 | $430,000 | $0 | $0 |
| John Spratt MD See Sch O | ||||||||||||||
| Board Member | $772,188 | $0 | $25,332 | $0 | $1,854 | $0 | $35,182 | $0 | $30,586 | $0 | $865,142 | $0 | $0 | $0 |
| Lorraine Lutton | ||||||||||||||
| President & CEO - RSFH | $0 | $635,904 | $0 | $231,778 | $0 | $23,652 | $0 | $95,144 | $0 | $27,840 | $0 | $1,014,318 | $0 | $0 |
| Bret D Johnson | ||||||||||||||
| SVP & CFO - RSFH | $0 | $421,003 | $0 | $142,376 | $0 | $56,263 | $0 | $70,818 | $0 | $24,744 | $0 | $715,204 | $0 | $50,074 |
| Gregory Edwards | ||||||||||||||
| VP & General Counsel | $370,423 | $0 | $102,386 | $0 | $28,955 | $0 | $68,369 | $0 | $30,754 | $0 | $600,887 | $0 | $78,413 | $0 |
| Mark Dickson | ||||||||||||||
| VP Mission | $189,600 | $0 | $51,217 | $0 | $17,097 | $0 | $26,089 | $0 | $19,336 | $0 | $303,339 | $0 | $36,153 | $0 |
| Keith Neuman | ||||||||||||||
| VP & CIO | $285,322 | $0 | $76,129 | $0 | $1,197 | $0 | $31,887 | $0 | $28,891 | $0 | $423,426 | $0 | $41,222 | $0 |
| Melanie Stith | ||||||||||||||
| VP Human Resources | $255,950 | $0 | $65,406 | $0 | $713 | $0 | $37,528 | $0 | $32,027 | $0 | $391,624 | $0 | $31,800 | $0 |
| Steven Akman MD | ||||||||||||||
| Medical Director - Oncology | $525,210 | $0 | $45,000 | $0 | $2,484 | $0 | $13,932 | $0 | $32,266 | $0 | $618,892 | $0 | $0 | $0 |
| Jeanne Ballard | ||||||||||||||
| Chief Med Informatics Officer | $275,216 | $0 | $17,620 | $0 | $4,687 | $0 | $13,932 | $0 | $17,381 | $0 | $328,836 | $0 | $0 | $0 |
| Marc Rucquoi MD | ||||||||||||||
| Physician | $315,214 | $0 | $38,059 | $0 | $1,317 | $0 | $32,432 | $0 | $32,469 | $0 | $419,491 | $0 | $0 | $0 |
| Todd Shuman MD | ||||||||||||||
| SVP & Chief Physician Officer | $502,972 | $0 | $134,575 | $0 | $7,215 | $0 | $74,805 | $0 | $19,786 | $0 | $739,353 | $0 | $53,318 | $0 |
| Stanley Wilson MD | ||||||||||||||
| Chief Med Officer - RH & BH | $402,499 | $0 | $96,550 | $0 | $38,064 | $0 | $35,182 | $0 | $20,644 | $0 | $592,939 | $0 | $45,639 | $0 |
| Matthew Severance | ||||||||||||||
| COO RSFH & CEO Roper Hospital | $0 | $0 | $86,013 | $0 | $638,447 | $0 | $0 | $0 | $0 | $0 | $724,460 | $0 | $337,578 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4a: | Matthew Severance - $386,882 Part I, Line 4b: The Vice-Presidents, CFO, and CEO participate in the 457f Plan. The following participants received compensation through a 457(f) Plan: Bret D. Johnson - $53,095 Gregory Edwards - $27,321 Mark Dickson - $12,091 Stan Wilson - $33,751 Matthew Severance - $251,565 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 compensation employees. |
| Part I, Line 6: | 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. System Vice Presidents and the System CEO are eligible to participate in a long term incentive plan (LTIP). An LTIP typically takes place over a three year period and does not vest until the end of the third year. To receive payment, executives must still be employed by the System at the end of the plan period. Each LTIP has a financial and clinical objective that is aligned with the Organization's strategic goals. Threshold, target, and maximum performance ranges are established for these objectives and are measured based on performance against similar organizations or compared to an internal metric such as an improvement over prior performance. These targets and objectives are approved by the Ad Hoc Compensation Committee. The incentive is earned based on the satisfaction of the threshold, target, or maximum performance ranges. The Ad Hoc Committee also approves the final LTIP performance score and the amount paid to executives under the plan. Results are reported to the full board annually. |
| Part II, Line 1: | Atrium Health provides the compensation of Lorraine Lutton, President and CEO, and Bret D. Johnson, SVP and CFO. Their compensation is charged to CareAlliance Health Services through a management fee. Additional Information: CareAlliance Health Services has board representations from the 3 founding organizations: the Medical Society of SC (6 board members), Bon-Secours Health System, Inc. (6 board members), Atrium Health (1 board member). None of the 13 appointed board members receive compensation for their membership. Additionally, 4 of the 6 board members appointed by the Medical Society of South Carolina also serve on the Board of the Medical Society. None receive compensation for their services as a board member. It is the founding members' intent that the members of the Board of Directors are appointed to such positions because they have a willingness to serve the needs of the system as a whole and not the needs of any individual founding member. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Charleston County South Carolina | ||||||||
| A | 576001289 | 160900JK3 | 2004-07-13 | $100,661,242 | See Part VI | 0 | 0 | 0 |
| SC Jobs - Economic Development Authority | ||||||||
| B | 570960018 | 83703FBD3 | 2007-11-01 | $130,000,000 | See Part VI | 0 | 0 | 0 |
| SC Jobs - Economic Development Authority | ||||||||
| C | 570960018 | 000000000 | 2012-09-25 | $79,200,000 | See Part VI | 0 | 0 | 0 |
| SC Jobs - Economic Development Authority | ||||||||
| D | 570960018 | 000000000 | 2014-06-24 | $75,490,000 | See Part VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $60,005,000 | $102,840,072 | $1,224,756 | $3,510,342 | $90,012,836 | $8,092,138 | 2006 | 0 | 0 | Yes (1) | Yes (1) |
| B | $50,000,000 | $135,304,428 | $1,330,300 | $2,537,558 | $131,436,570 | 2010 | 0 | 0 | Yes (1) | Yes (1) | |
| C | $36,777,333 | $68,829,356 | $449,469 | $19,179,887 | $49,200,000 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| D | $48,290,000 | $75,490,000 | $75,490,000 | 2014 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00300 | 0.00300 | 0 | 0 | Yes (1) | |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.01900 | 0.01900 | 0 | 0 | Yes (1) | |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | 0.00000 | |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | 0.00000 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs | ||||||||||||||||
| A | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 29.200000000000 | 0 | 0 | Yes (1) | Morgan Stanley | 2.000000000000 | Yes (1) | 0 | Yes (1) | |
| Goldman Sachs and | ||||||||||||||||
| B | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 29.400000000000 | 0 | 0 | Yes (1) | Citigroup | 2.300000000000 | Yes (1) | 0 | Yes (1) | Wells Fargo |
| (no name) | ||||||||||||||||
| C | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | |||||||
| (no name) | ||||||||||||||||
| D | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | |||||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: Charleston County, South Carolina Date the Rebate Computation was Performed: 11/09/2018 Issuer Name: SC Jobs - Economic Development Authority Date the Rebate Computation was Performed: 01/26/2018 Issuer Name: SC Jobs - Economic Development Authority Date the Rebate Computation was Performed: 11/30/2017 |
| Schedule K, Part I, Description of Use: | Bond A: Name of Issue: Hospital Revenue Bonds (CareAlliance Health Services dba Roper St. Francis Healthcare), Series 2004A and 2004B Description of purpose: Proceeds used for construction of a patient care tower and parking garage, to pay costs related to the issuance, and to fund a debt service reserve fund. Bond B: Name of Issue: Hospital Revenue Bonds (CareAlliance), Series 2007 Description of purpose: Proceeds used for construction of building, acquisition of new equipment, acquisition of land and land improvements, and to pay costs related to issuance. Bond C: Name of Issue: Economic Development Revenue Bonds (CareAlliance), Series 2012A and Series 2012B Description of purpose: Proceeds used for acquisition of new equipment, new construction, and to currently refund a portion of bonds issued 01/26/1999 Bond D: Name of Issue: Econ. Development Refunding Revenue Bonds (CareAlliance), Series 2014B, 2014C, 2014D Description of purpose: Proceeds used to defease Bond Series 2004B-1, refund Bond Series 2010, and defease Bonds Series 2007A which were issued 7/13/2004, 11/1/2007, and 8/10/2010. Bond E: Name of Issue: Econ. Development Revenue Bonds (CareAlliance), Series 2015 Description of purpose: Proceeds used to purchase certain tracts of land and equipment Bond F: Name of Issue: Econ. Development Revenue Bonds (CareAlliance), Series 2016 Description of purpose: Proceeds used to defray costs of acquiring, constructing and equipping (1) a 50 bed hospital in Berkeley County, SC and (2) capital improvements throughout CareAlliance's healthcare system in Berkeley and Charleston Counties, SC Bond G: Name of Issue: Econ. Development Refunding Revenue Bonds (CareAlliance), Series 2017A Description of purpose: Proceeds used to refund the Bond Series 2012B issued 9/25/2012. Bond H: Name of Issue: Econ. Development Revenue Bonds (CareAlliance), Series 2017B Description of purpose: Proceeds used to defray the costs of undertaking certain capital improvements in Berkeley and Charleston Counties, SC Bond I: Name of Issue: Econ. Development Refunding Revenue Bonds (CareAlliance), Series 2017C Description of purpose: Proceeds used to refund the Bond Series 2014D issued 6/24/2014. |
| Schedule K, Part II, Line 3: | Except for bond issue C, differences between the issue price (Part I) and total proceeds (Part II 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 IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| SC Jobs Economic Development Authority | ||||||||
| A | 570960018 | 000000000 | 2015-09-16 | $27,500,000 | See Part VI | 0 | 0 | 0 |
| SC Jobs Economic Development Authority | ||||||||
| B | 570960018 | 000000000 | 2016-11-22 | $128,766,700 | See Part VI | 0 | 0 | 0 |
| SC Jobs-Economic Development Authority | ||||||||
| C | 570960018 | 000000000 | 2017-06-28 | $36,777,333 | See Part VI | 0 | 0 | 0 |
| SC Jobs-Economic Development Authority | ||||||||
| D | 570960018 | 837031WF6 | 2017-07-18 | $22,000,000 | See Part VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | UnspentUnspentAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,750,000 | $27,500,052 | $27,500,052 | 2016 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $130,315,387 | $84,144,282 | 0 | 0 | 0 | Yes (1) | $46,171,105 | |||
| C | $36,777,333 | 2017 | Yes (1) | 0 | Yes (1) | Yes (1) | $36,777,333 | |||
| D | $2,200,000 | $22,023,193 | $22,022,968 | 0 | 0 | 0 | 0 | $225 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||
| A | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | ||
| Deutsche Bank | |||||||||||
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | Yes (1) | 2.200000000000 | Yes (1) |
| (no name) | |||||||||||
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | ||
| (no name) | |||||||||||
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SC Jobs-Economic Development Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 570960018 | BondIssuerEIN |
| CUSIP | 837031WG4 | CUSIPNum |
| Bond Issued | 2017-08-02 | BondIssuedDt |
| Issue Price | $21,105,000 | IssuePriceAmt |
| Purpose | See Part VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $21,105,000 | TotalProceedsAmt |
| Other Spent Proceeds | $21,105,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2017 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 3 | Atrium Health, formerly Carolinas Healthcare System, an unrelated organization, provides management oversight services. Lorraine Lutton, RSFH President and CEO, and Bret Johnson, RSFH CFO, are employees of Atrium and their compensation is paid by CareAlliance Health Services, a related organization, through a management fee to Atrium. |
| Form 990, Part VI, Section A, line 6 | The sole member of the Corporation is CareAlliance Health Services, a South Carolina nonprofit, nonstock Corporation, d/b/a Roper St. Francis Healthcare. CareAlliance Health Services is in turn governed by a Board of Directors appointed by the "founding members". Please see the response to Line 7a below. The By-laws of the Organization specify certain qualifications of the thirteen member Board of Directors. At least nine directors must have their primary residence in a community served by the System. Five directors must be physicians actively engaged in the full time practice of medicine. Five of the directors are appointed to the Board of Directors by virtue of positions held within MSSC, BSHSI and Atrium Health (ex-officio directors). Each of the five ex-officio directors serves as a director of the Organization for so long as such person holds his or her respective elected or appointed office in his or her respective founding member organization. Directors serve three-year terms and are limited to three consecutive terms. After an absence of at least one year, directors are again eligible for appointment to the Board of Directors for two consecutive complete terms. |
| Form 990, Part VI, Section A, line 7a | The Organization is governed by a thirteen member Board of Directors appointed by the founding members. Subject to certain nominating and governance committee approvals, six directors are appointed by the Medical Society of South Carolina (MSSC), Bon Secours Health System, Inc. (BSHSI), and one director is appointed by Atrium Health. It is the founding members' intent that the members of the Organization's Board of Directors are appointed to such positions because they have a willingness to serve the needs of the System as a whole and not the needs of any individual founding member. |
| Form 990, Part VI, Section A, line 7b | 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, Section B, line 11b | The Form 990 was prepared by an independent accounting firm with assistance and oversight by management. Reviews were then conducted by senior management before drafts were sent to each member of the Organization's governing body. A transmittal letter accompanied the drafts and provided highlights of the Form 990 to the Organization's Board of Directors. After the governing body approved the Form 990 draft, a final version was filed with the Internal Revenue Service. |
| Form 990, Part VI, Section B, line 12c | The directors 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, Section B, line 15 | 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, Section C, line 19 | The Organization's audited financial statements are published annually and are available to the public at www.dacbond.com. |
| Form 990, Part IX, line 11g | Purchased Services: Program service expenses 1,918,816. Management and general expenses 5,187,909. Fundraising expenses 0. Total expenses 7,106,725. Professional Fees: Program service expenses 868,913. Management and general expenses 2,349,285. Fundraising expenses 0. Total expenses 3,218,198. Other Fees: Program service expenses 1,621,671. Management and general expenses 4,384,516. Fundraising expenses 0. Total expenses 6,006,187. |
| Form 990, Part IX, Line 1: | A portion of the grants expense shown on Page 10 of the 990 is an allocation from the parent company, Carealliance Health Services. All grants meeting disclosure requirements that were allocated to the foundation from the parent have been listed on Carealliance Health Service's Form 990. |
| Form 990, Part XI, line 9: | Other -62,225. Contributions 36,625,000. Adjust investment in affiliates 32,353,782. Net pension and benefit expense allocated from affiliates 2,807,714. Equity transfer from affiliates -11,879,509. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roper St Francis Health Alliance | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8536 Palmetto Commerce Pkwy Ste 201 | AddressLine1Txt |
| City | Ladson | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472412912 | EIN |
| Primary Activities | ACO | PrimaryActivitiesTxt |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $8,996,962 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CareAlliance Health Services | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Roper Hospital Inc | |||||||||||
| 8536 Palmetto Commerce Pkwy Ste 201 | Ladson | SC | 29456 | 570828733 | Healthcare | SC | 501(c)(3) | Line 3 | CareAlliance Health Services | Yes (1) | |
| Bon Secours St Francis Xavier Hospital | |||||||||||
| 8536 Palmetto Commerce Pkwy Ste 201 | Ladson | SC | 29456 | 571067254 | Healthcare | SC | 501(c)(3) | Line 3 | CareAlliance Health Services | Yes (1) | |
| Roper St Francis Mt Pleasant Hospital | |||||||||||
| 8536 Palmetto Commerce Pkwy Ste 201 | Ladson | SC | 29456 | 570360499 | Healthcare | SC | 501(c)(3) | Line 3 | CareAlliance Health Services | Yes (1) | |
| Roper St Francis Hospital - Berkeley | |||||||||||
| 8536 Palmetto Commerce Pkwy Ste 201 | Ladson | SC | 29456 | 263710229 | Healthcare (future) | SC | 501(c)(3) | Line 3 | CareAlliance Health Services | Yes (1) | |
| Roper St Francis Physicians Network | |||||||||||
| 8536 Palmetto Commerce Pkwy Ste 201 | Ladson | SC | 29456 | 262946628 | Healthcare | SC | 501(c)(3) | Line 3 | CareAlliance Health Services | Yes (1) | |
| Roper St Francis Foundation | |||||||||||
| 8536 Palmetto Commerce Pkwy Ste 201 | Ladson | SC | 29456 | 571068509 | Supporting Org | SC | 501(c)(3) | 12A, I | CareAlliance Health Services | Yes (1) | |
| The Medical Society of South Carolina | |||||||||||
| 69-B Barre St | Charleston | SC | 29401 | 570288358 | Supporting Org/Founding Member | SC | 501(c)(3) | 12C, III-FI | 0 | N/A | |
| Clinical Biotechnology Research Institute at RSFH | |||||||||||
| 8536 Palmetto Commerce Pkwy Ste 201 | Ladson | SC | 29456 | 475407453 | Healthcare | SC | 501(c)(3) | Line 4 | CareAlliance Health Services | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lowcountry Surgery Center LLC (dba Roper St Francis Eye Surgery Center) | ||||||||||||||
| 8536 Palmetto Commerce Pkwy Ste 201 | Ladson | SC | 29456 | 581693021 | Eye Surgery | SC | N/A | |||||||
| RSFH - ATI Physical Therapy LLC | ||||||||||||||
| 125 Doughty St Ste 760 | Charleston | SC | 29403 | 474797980 | Physical Therapy | SC | CareAlliance Health Services | Related | $3,294,823 | $10,663,485 | 0 | 0 | 0.65000 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CareAlliance Medical Services Organization | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8536 Palmetto Commerce Pkwy Ste 201 | AddressLine1Txt |
| City | Ladson | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571012837 | EIN |
| Primary Activities | Inactive | PrimaryActivitiesTxt |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (13 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| Roper St Francis Foundation | |
| C | $1,211,357 |
| Roper Hospital Inc | |
| P | $29,260,127 |
| Bon Secours St Francis Xavier Hospital | |
| P | $18,284,573 |
| Roper St Francis Mt Pleasant Hospital | |
| P | $6,224,843 |
| Roper St Francis Physicians Network | |
| P | $8,718,261 |
| Roper St Francis Foundation | |
| P | $438,917 |
| Clinical Biotechnology Research Institute at RSFH | |
| P | $150,268 |
| Roper Hospital Inc | |
| O | $25,817,987 |
| Bon Secours St Francis Xavier Hospital | |
| O | $16,092,168 |
| Roper St Francis Mt Pleasant Hospital | |
| O | $5,476,939 |
| Roper St Francis Physicians Network | |
| O | $4,879,447 |
| Roper St Francis Foundation | |
| O | $151,232 |
| Clinical Biotechnology Research Institute at RSFH | |
| O | $42,716 |