2019-05-11T10:03:30-05:00 2018-06-30 990 2017-07-01 630868066 St Vincent's Foundation of Alabama Inc STVI 3147338000 1 Medical Park East Drive Birmingham AL 35235 Tonya Mershon Tax Officer 2019-05-11 2017 2019-02-21 02:37:17Z JASON P ALEXANDER 810 ST VINCENTS DRIVE Birmingham AL 35205 7536454 false 0928 X www.stvhs.com/philanthropy X 1984 AL To actively seek and invest charitable support for St. Vincent's Health System, so that they may improve the health and well-being of all the people in the communities they serve. 21 18 11 35 0 0 12167686 3446899 215012 220013 536559 678057 237131 212834 13156388 4557803 13778164 2379311 0 853712 802930 0 0 1035296 686512 624389 15318388 3806630 -2162000 751173 22044273 23780616 4060858 4595649 17983415 19184967 To solicit and invest contributions, gifts and bequests on the behalf of St. Vincent's Health System, so that they may develop and expand their services to the communities they serve. false false 2379311 2379311 220013 St. Vincent's Foundation of Alabama, Inc. supports various programs, education, equipment and technology purchases, capital expansion, and addresses the special needs of the associates and patients of St. Vincent's Health System and its affiliates. 2379311 true true false false false false false false true true true false true true true true true false false false false false false true false false true true true false false false false false false false false false false false false true true true true false false true 23 0 true 11 true false false false false false true true true false false false X 21 18 false false true false true true true true true false false false true true true true true false false false X SARA OBRIEN 3147338070 11775 BORMAN DRIVE MARYLAND HEIGHTS MO 63146 JASON P ALEXANDER FACHE CEO, MINISTRY MARKET 0.0 50.0 X X 0 472184 27767 BRANDON M WILLIAMS CFO, MINISTRY MARKET (START 8/2017) 1.0 53.0 X X 0 152113 9142 TODD JACKSON CHAIRMAN 1.0 0 X X 0 0 0 THOMAS M ALLISON MD SECRETARY 1.0 0 X X 0 0 0 DOROTHY PAK TREASURER 1.0 0 X X 0 0 0 S ALLEN BAKER JR ALLOCATIONS & OUTREACH CHAIR 1.0 0 X X 0 0 0 SONYA KING JUNIOR BOARD LIASON 1.0 0 X X 0 0 0 SUSAN SELLERS PRESIDENT/FOUNDATION 50.0 0 X X 196677 0 13633 BETH BLAIR MD BOARD MEMBER (START 7/2017) 1.0 0 X 0 0 0 FRANK D'AMICO III BOARD MEMBER 1.0 0 X 0 0 0 ANTHONY J DIPIAZZA BOARD MEMBER (START 7/2017) 1.0 0 X 0 0 0 KATHRYN H ECKERT BOARD MEMBER 1.0 0 X 0 0 0 VAL HOLMAN BOARD MEMBER (START 7/2017) 1.0 0 X 0 0 0 RUSTY HUTSON BOARD MEMBER (START 7/2017) 1.0 0 X 0 0 0 WILLIAM H JOHNSTON JR MD BOARD MEMBER 1.0 0 X 0 0 0 CLAUDE M MONCUS BOARD MEMBER 1.0 0 X 0 0 0 SUZANNE PERKINS BOARD MEMBER (START 7/2017) 1.0 0 X 0 0 0 NICK SELLERS BOARD MEMBER (START 7/2017) 1.0 0 X 0 0 0 JOHN SHERMAN BOARD MEMBER (START 7/2017) 1.0 0 X 0 0 0 BEN TAMBURELLO BOARD MEMBER 1.0 0 X 0 0 0 JAMES D WADSWORTH BOARD MEMBER 1.0 0 X 0 0 0 JENNIFER L KINGRY CFO, MINISTRY MARKET (END 8/2017) 1.0 49.0 X 0 293400 19390 STEPHANIE J DUGGAN MD CCO, MINISTRY MARKET 2.0 48.0 X 0 705629 39794 DON E KING COO, MINISTRY MARKET (START 1/2018) 1.0 49.0 X 0 782385 41936 JEFFREY H MIDDLEBROOK CLO, MINISTRY MARKET 2.0 53.0 X 0 537561 35064 CHRISTOPHER L MOORE CNO, MINISTRY MARKET 1.0 49.0 X 0 317997 39438 RHONDA BUZBEE DIRECTOR, MISSION & PHILANTHROPY SERVICES 50.0 0 X 108401 0 14820 JENNIFER PHILPOT MAJOR GIFTS OFFICER 50.0 0 X 103401 0 16033 WAYNE CARMELLO-HARPER FORMER OFFICER (END 6/2017) 0.0 40.0 X 0 429151 35285 NEEYSA C BIDDLE FORMER OFFICER (END 6/2017) 0.0 0.0 X 0 1225812 21512 408480 4916232 313814 3 true true false TELEGRAPH BRANDING LLC 30 25th STREET N BIRMINGHAM AL 352033881 MARKETING SERVICES 103019 1 24319 3422580 3446899 Rent From Affiliates 531120 220013 220013 0 0 0 0 220013 359755 359755 74835 0 74835 0 74835 74835 3261128 2942825 318303 0 318302 318302 73599 24319 13965 59634 59634 31305 21861 9444 9444 Escheatment Revenue 900099 71 71 Vending Revenue 722515 68163 68163 Other Miscellaneous Revenue 900099 687 687 0 0 0 0 68921 4557803 220013 0 890891 2245043 2245043 134268 134268 222890 22289 200601 460878 46087 414791 21157 2116 19041 49545 4955 44590 48460 4846 43614 3600 3600 13000 13000 114559 114559 3850 0 3850 0 92559 92559 49467 7633 41834 653 653 23677 23677 9256 9256 109673 109673 168 168 PURCHASED SERVICES 91608 91608 ANNUITY EXPENSE 53560 53560 LICENSES & PERMITS 36566 36566 22193 0 13593 8600 3806630 2379311 392023 1035296 30390 200 2806258 3753627 483857 364286 0 0 0 0 5192754 802744 4499685 4390010 11920164 12873112 0 2303919 2399381 22044273 23780616 53910 53311 0 0 4006948 4542338 4060858 4595649 X 6956363 7129807 9034773 9797150 1992279 2258010 17983415 19184967 22044273 23780616 X 751173 384841 -2 65540 X false true X true false X 1721647 2062157 3831411 12167686 3446899 23229800 0 0 1721647 2062157 3831411 12167686 3446899 23229800 0 23229800 387837 434045 264855 347467 434590 1868794 0 131277 141758 153612 155814 68921 651382 25749976 645820 0.9021 0.8567 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER, COLUMN A - 16425.0, COLUMN B - 682.0, COLUMN C - 22705.0, COLUMN D - 34277.0, COLUMN E - 758.0, COLUMN F - 74847.0; DESCRIPTION - VENDING INCOME, COLUMN A - 59309.0, COLUMN B - 57483.0, COLUMN C - 73510.0, COLUMN D - 70198.0, COLUMN E - 68163.0, COLUMN F - 328663.0; DESCRIPTION - VOLUNTEER COUNCIL SALES, COLUMN A - 55543.0, COLUMN B - 83593.0, COLUMN C - 57397.0, COLUMN D - 51339.0, COLUMN E - , COLUMN F - 247872.0; 2942313 217231 228545 30576 3357513 2420654 426130 261478 165949 2942313 2289208 147759 3995 20308 2420654 2208280 2902 93240 15214 2289208 1963701 1447 256520 13388 2208280 0.0 0.67 0.33 false false 568272 568272 4340303 519338 3820965 0 0 0 284179 283406 773 0 0 0 4390010 U.S. government obligations 644988 F Corporate obligations 199334 F Equity securities 2628532 F Alternative investments 9400258 F 12873112 Cash Surrender Value of Life Insurance 176877 Charitable remainder trust 2199054 Other Asset 23450 2399381 Annuity Liability 416753 Due to Affiliates 4090373 Other Liabilities 35212 4542338 X 4875820 384841 11980 396821 4478999 114559 -35755 78804 4557803 3861355 222844 222844 3638511 114559 53560 168119 3806630 Schedule D, Part V, Line 4 Intended uses of endowment funds The Foundation disburses funds from the investment earnings on endowed funds according to the donor restrictions set up at the time of the gift. If the donor does not specifically restrict investment earnings on the endowed funds, they are deemed unrestricted. Unless specifically stated in the memorandum of understanding, principal will not be invaded. The income generated by the investment of the fund will be available for the particular use and support of the endowment. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE SYSTEM ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SYSTEM HAS DETERMINED THAT NO MATERIAL UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST AS OF JUNE 30, 2018. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Change in Value of Beneficial Interest Trust - 97448 Prior Year Pledge Write Off's - -31908 Annuity Expense - -53560 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements COST OF GOODS SOLD - -21861 ESCHEATMENT REVENUE - 71 FUNDRAISING EXPENSES - -13965 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 COST OF GOODS SOLD - 21861 ESCHEATMENT REVENUE - -71 FUNDRAISING EXPENSES - 13965 REMOVED DISBURSEMENT TO ITSELF - 187089 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Annuity Expense - 53560 BAGS N BREWS 16284 500 15784 300 876 BINGO BASH 61634 19099 42535 2814 2145 2531 1 20000 4720 15280 5000 299 97918 24319 73599 8114 2145 3706 13965 59634 true ST VINCENT'S BIRMINGHAM 810 St Vincents Drive Birmingham AL 35205 630288864 501(c)(3) 737648 operating support ST VINCENT'S EAST 50 Medical Park Drive East Birmingham AL 35235 630578923 501(c)(3) 210239 operating support ST VINCENT'S BLOUNT 150 Gilbreath Drive Oneonata AL 35121 630909073 501(c)(3) 38184 operating support ST VINCENT'S HEALTH SYSTEM 810 St Vincents Drive Birmingham AL 35205 630931008 501(c)(3) 1119920 operating support ASCENSION VENTURES CORPORATION 810 St Vincents Drive Birmingham AL 35205 631217059 41114 operating support VINCENTIAN VENTURES OF NORTH ALABAMA INC 810 St Vincents Drive Birmingham AL 35205 630965456 35804 operating support 4 2 Scholarships and awards 23 30575 Financial Assistance 127 103693 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The Allocations Committee is comprised of members of the St. Vincent's Foundation Board of Directors. The Committee meets quarterly to review and fund grant submissions within the Health Ministry and external agencies. External agencies requesting support must demonstrate a relationship and cooperative arrangement for the funded project to be considered. The fiscal year budget determines the availability of funding for various programs and projects. The program or agency is notified if the request is approved, tabled, or declined. false true false false false false false false false NEEYSA C BIDDLE FORMER OFFICER (END 6/2017) 0 430374 0 673278 0 122159 0 16050 0 5462 0 1247324 0 0 JASON P ALEXANDER FACHE CEO, MINISTRY MARKET 0 414474 0 0 0 57710 0 11406 0 16361 0 499951 0 0 BRANDON M WILLIAMS CFO, MINISTRY MARKET (START 8/2017) 0 119738 0 30000 0 2376 0 3231 0 5911 0 161255 0 0 SUSAN SELLERS PRESIDENT/FOUNDATION 172500 0 13907 0 10270 0 9243 0 4389 0 210310 0 0 0 WAYNE CARMELLO-HARPER FORMER OFFICER (END 6/2017) 0 272397 0 123400 0 33354 0 14850 0 20435 0 464436 0 0 JENNIFER L KINGRY CFO, MINISTRY MARKET (END 8/2017) 0 170280 0 98122 0 24999 0 5319 0 14071 0 312790 0 0 STEPHANIE J DUGGAN MD CCO, MINISTRY MARKET 0 457147 0 190157 0 58326 0 14850 0 24944 0 745424 0 0 DON E KING COO, MINISTRY MARKET (START 1/2018) 0 456783 0 276549 0 49054 0 14850 0 27086 0 824321 0 0 JEFFREY H MIDDLEBROOK CLO, MINISTRY MARKET 0 333538 0 138824 0 65198 0 9658 0 25406 0 572625 0 0 CHRISTOPHER L MOORE CNO, MINISTRY MARKET 0 278646 0 18119 0 21232 0 17550 0 21888 0 357435 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation Ascension Health, a related organization of St. Vincent's Foundation of Alabama, Inc., uses the following to establish the compensation of the organization's CEO: -Compensation Committee -Independent Compensation Consultant -Compensation Survey or Study -Approval by the Board or Compensation Committee Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. No individuals received payment from the supplemental nonqualified retirement plan in the current year. Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL In determining the compensation of the Organization's CEO, the process performed by Ascension Health, a related organization of St. Vincent's Foundation of Alabama, Inc., included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Compensation Committee reviewed and approved the compensation. In the review of the compensation, the CEO was compared to individuals at other organizations in the area who hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the Committee minutes. The individual was not present when his compensation was decided. Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES IN DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS, THE PROCESS PERFORMED BY ST. VINCENT'S HEALTH SYSTEM, A RELATED ORGANIZATION OF ST. VINCENT'S FOUNDATION OF ALABAMA, INC., INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE ST. VINCENT'S HEALTH SYTEM EXECUTIVE COMPENSATION COMMITTEE REVIEWED AND APPROVED THE COMPENSATION. IN THE REVIEW OF THE COMPENSATION, THE OFFICERS' SALARIES WERE COMPARED TO INDIVIDUALS AT OTHER ORGANIZATIONS IN THE AREA WHO HOLD THE SAME TITLE. DURING THE REVIEW AND APPROVAL OF THE COMPENSATION, DOCUMENTATION OF THE DECISION WAS RECORDED IN THE MINUTES. INDIVIDUALS WERE NOT PRESENT WHEN THEIR COMPENSATION WAS DECIDED. Form 990, Part VI, Line 4 Significant changes to organizational documents On July 31, 2017, the By Laws of St. Vincent's Foundation of Alabama, Inc. were amended with the following changes: Number: The Board of Directors shall consist of 5-35 members, with 1 member being from the Daughter's of Charity St. Vincent DePaul, if there is a Daughter available to serve. Power to Appoint Officers: The Office of Vice-Chair position is eliminated. St. Vincent Health System, Inc. shall annually appoint the Chair of the Board. The Board of Directors shall then appoint the Secretary and Treasurer. The individual who serves as the Vice President of Philanthropy of St. Vincent's Health System, Inc., shall serve as President. The Immediate Past Chair shall serve as an officer. All officers will be voting members of the Board of Directors. Form 990, Part VI, Line 6 Classes of members or stockholders St. Vincent's Foundation of Alabama, Inc. has a single corporate member, St. Vincent's Health System. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body St. Vincent's Foundation of Alabama, Inc. has a single corporate member, St. Vincent's Health System, who has the ability to elect members of the governing body of St. Vincent's Foundation of Alabama, Inc. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders All decisions that have a material impact to St. Vincent's Foundation of Alabama, Inc.'s financial information or corporation as a whole are subject to approval by its sole corporate member, St. Vincent's Health System. Form 990, Part VI, Line 11b Review of form 990 by governing body DURING THE RETURN PREPARATION PROCESS, THE TAX DEPARTMENT WORKS WITH OTHER FUNCTIONAL AREAS INCLUDING FINANCE, ACCOUNTING, TREASURY, LEGAL, HUMAN RESOURCES, AND CORPORATE COMPLIANCE FOR ADVICE, INFORMATION AND ASSISTANCE IN ORDER TO PREPARE A COMPLETE AND ACCURATE RETURN. UPON COMPLETION, THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S INTERNAL TAX DEPARTMENT WHICH CONSISTS OF ATTORNEYS AND CPAS. A COMPLETE FINAL COPY OF THE RETURN IS PROVIDED TO THE ORGANIZATION'S PRESIDENT, FINANCIAL OFFICER, AND/OR OTHER KEY OFFICERS IN LIEU OF THE FULL BOARD. Form 990, Part VI, Line 12c Conflict of interest policy The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee will decide if conflicts of interest exist. Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the conflicts of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt purpose. Form 990, Part VI, Line 19 Required documents available to the public The Organization will provide any documents open to public inspection upon written request. Form 990, Part VII, Section A Related Entities The organization utilizes an affiliate as the common pay agent. Employees reported in Part VII may have duties that impact multiple related entities. Total average hours worked and compensation and benefits paid are reported. In doing so, if available, a common law employer analysis is used to determine whether the hours and compensation/benefits are reportable as attributable directly to the filing organization or another entity; otherwise, the best available information has been used as the basis for allocations utilized in the reporting. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in Value of Beneficial Interest Trust - 97448; Prior Year Pledge Write Off's - -31908; MCS LLC 810 ST VINCENTS DRIVE BIRMINGHAM AL 35235 260649586 RENTAL PROPERTY AL 74835 4389237 ST VINCENT'S FOUNDATION OF ALABAMA INC ST VINCENT'S VOLUNTEER COUNCIL LLC 810 ST VINCENTS DRIVE BIRMINGHAM AL 35235 461494622 VOLUNTEER SERVICES AL 31752 24581 St Vincent's Foundation of Alabama ASCENSION HEALTH ALLIANCE PO BOX 45998 ST LOUIS MO 63145 453358926 NATIONAL HEALTH SYSTEM MO 501(c)(3) Type I NA false ASCENSION HEALTH PO BOX 45998 ST LOUIS MO 63145 311662309 NATIONAL HEALTH SYSTEM MO 501(c)(3) Type I ASCENSION HEALTH ALLIANCE false ST VINCENT'S HEALTH SYSTEM 810 ST VINCENTS DRIVE BIRMINGHAM AL 35205 630931008 HEALTH SYSTEM AL 501(c)(3) Type III-FI ASCENSION HEALTH false ST VINCENT'S BIRMINGHAM 810 ST VINCENTS DRIVE BIRMINGHAM AL 35205 630288864 HOSPITAL AL 501(c)(3) 3 ST VINCENT'S HEALTH SYSTEM true ST VINCENT'S BLOUNT 150 GILBREATH DRIVE ONEONTA AL 35121 630909073 HOSPITAL AL 501(c)(3) 3 ST VINCENT'S HEALTH SYSTEM true ST VINCENT'S EAST 50 MEDICAL PARK EAST DRIVE BIRMINGHAM AL 35235 630578923 HOSPITAL AL 501(c)(3) 3 ST VINCENT'S HEALTH SYSTEM true AMERICAN SPORTS MEDICINE INSTITUTE 2660 10TH AVENNUE SOUTH NO 505 BIRMINGHAM AL 35205 630952490 SPORTS MEDICINE AL 501(c)(3) 7 ST VINCENT'S BIRMINGHAM true UNIVERSAL HEALTH SERVICES 810 ST VINCENTS DRIVE BIRMINGHAM AL 35205 630932323 PHYSICIAN GROUP AL 501(c)(3) Type II ST VINCENT'S HEALTH SYSTEM true SETON PROPERTY CORPORATION OF NORTH ALABAMA 810 ST VINCENTS DRIVE BIRMINGHAM AL 35205 237326976 REAL ESTATE AL 501(c)(2) ST VINCENT'S HEALTH SYSTEM true ST VINCENT'S OUTPATIENT SURGERY SERVICES LLC 810 ST VINCENTS DRIVE BIRMINGHAM AL 35205 200708162 OUTPATIENT SURGERY AL NA N/A ST VINCENT'S SLEEP DISORDER CENTER 810 ST VINCENTS DRIVE BIRMINGHAM AL 35205 631282288 SLEEP DISORDER CENTER AL NA N/A VINCENTIAN VENTURES OF NORTH ALABAMA INC 810 ST VINCENTS DRIVE BIRMINGHAM AL 35205 630965456 MISC HEALTHCARE SERVICES AL NA C Corporation true ASCENSION VENTURES CORPORATION 810 ST VINCENTS DRIVE BIRMINGHAM AL 35205 631217059 MISC HEALTHCARE SERVICES AL NA C Corporation true BAYLEY CONDOMINIUM ASSOCIATION 2121 HIGHLAND AVENUE SOUTH DRIVE BIRMINGHAM AL 35205 631209915 CONDOMINIUM ASSOCIATION AL NA C Corporation true HEALTHNET OF ALABAMA INC PO BOX 830605 BIRMINGHAM AL 352830605 631027511 PREFERRED PROVIDER ORGANIZATION AL NA C Corporation true false true false false false false false false false false false true true false true false true false false ST VINCENT'S EAST Q 3286243 FAIR MARKET VALUE ST VINCENT'S BIRMINGHAM L 300443 FAIR MARKET VALUE ST VINCENT'S BIRMINGHAM M 201007 FAIR MARKET VALUE ST VINCENT'S BIRMINGHAM O 56092 FAIR MARKET VALUE ST VINCENT'S BIRMINGHAM Q 8332384 FAIR MARKET VALUE UNIVERSAL HEALTH SERVICES Q 71107 FAIR MARKET VALUE SETON PROPERTY CORPORATION OF NORTH ALABAMA Q 314721 FAIR MARKET VALUE ST VINCENT'S BIRMINGHAM B 737648 FAIR MARKET VALUE ST VINCENT'S EAST B 210239 FAIR MARKET VALUE