2018-05-09T14:13:29-05:00 2017-06-30 990 2016-07-01 630868066 St Vincent's Foundation of Alabama Inc STVI 3147338000 1 Medical Park East Drive Birmingham AL 35235 Tonya Mershon Tax Officer 2017-09-22 2016 2022-09-23 18:48:47Z JASON ALEXANDER 810 ST VINCENTS DRIVE Birmingham AL 35205 16343334 false 0928 X www.stvhs.com X 1984 AL To administer charitable contributions for St. Vincent's Health System. 20 17 12 34 0 0 3831411 12167686 210795 215012 111706 536559 196619 237131 4350531 13156388 1313731 13778164 0 932787 853712 0 74717 471096 686512 2717614 15318388 1632917 -2162000 23009852 22044273 3697989 4060858 19311863 17983415 The Foundation's mission is to support the charitable works for the Daughters of Charity in Alabama through St. Vincent's Health System and related subsidiaries. The Foundation is independently charged with acquiring philanthropic resources to support programs benefiting patients and families served by St. Vincent's Health System and related subsidiaries, The Foundation is responsible for encouraging gifts from individuals, foundations, organizations and the business community. The Foundation is related (through St. Vincent's Health System) to Ascension Health's other sponsored organizations through common control. Substantially all expenses of Ascension Health are related to providing healthcare services. false false 15094236 13778164 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. 15094236 true true false 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 28 0 true 12 true false false false false false true true false false false false X 20 17 false false false false true true true true true false false false true true true true true false false false X TINA LEWIS VP OF FINANCE 2058383216 50 MEDICAL PARK EAST DRIVE STE 310 Birmingham AL 35235 NEEYSA C BIDDLE SVP ASCENSION HEALTH/BIRMINGHAM MARKET EXECUTIVE/PRESIDENT CEO - STVHS 1.0 49.0 X X 0 1359832 26949 GILBERT F DOUGLAS DO ALLOCATION & OUTREACH CHAIR 1.0 0 X X 0 0 0 TODD JACKSON ADMINISTRATION & FINANCE CHAIR 1.0 0 X X 0 0 0 JENNIFER L KINGRY BOARD MEMBER/CFO 1.0 49.0 X X 0 336489 39301 DOROTHY PAK PAST CHAIRMAN/JUNIOR LIASON 1.0 0 X X 0 0 0 SUSAN SELLERS PRESIDENT/FOUNDATION 50.0 0 X X 208955 0 13935 BETH CHAPMAN CHAIRMAN 1.0 0 X X 0 0 0 SONYA KING VICE CHAIRMAN 1.0 0 X X 0 0 0 S ALLEN BAKER JR SECRETARY 1.0 0 X X 0 0 0 KEITH ALLEN BOARD MEMBER (START 7/2016) 1.0 0 X 0 0 0 THOMAS M ALLISON MD BOARD MEMBER 1.0 0 X 0 0 0 KAREN CLENNEY BOARD MEMBER 1.0 0 X 0 0 0 FRANK D'AMICO III BOARD MEMBER (START 7/2016) 1.0 0 X 0 0 0 KATHRYN H ECKERT BOARD MEMBER (START 7/2016) 1.0 0 X 0 0 0 MARCO GONZALEZ BOARD MEMBER 1.0 0 X 0 0 0 JOHN HARDIN BOARD MEMBER 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 (START 7/2016) 1.0 0 X 0 0 0 BEN TAMBURELLO BOARD MEMBER (START 7/2016) 1.0 0 X 0 0 0 JAMES D WADSWORTH BOARD MEMBER (START 7/2016) 1.0 0 X 0 0 0 JASON ALEXANDER SVP ASCENSION HEALTH/BIRMINGHAM MARKET EXECUTIVE/PRESIDENT CEO - STVHS (START 3/2017) 2.0 48.0 X 0 0 0 WAYNE CARMELLO-HARPER CHIEF MISSION INTEGRATION OFFICER 5.0 40.0 X 0 445674 34235 STEPHANIE J DUGGAN MD CCO-Mnstry Mkt Brmnghm (START 7/2016) 2.0 48.0 X 0 562052 38679 Rhonda Buzbee Dir-Mission & Philanthropy Srv 40.0 0 X 113287 0 17683 Jennifer Philpot Major Gifts Officer 40.0 0 X 100110 0 19677 JOHN D O'NEIL FORMER OFFICER (END 9/2014) 0.0 0.0 X 0 989122 9790 422352 3693169 200249 3 true true false TELEGRAPH BRANDING LLC 30 25th STREET N BIRMINGHAM AL 352033881 MARKETING SERVICES 197500 1 X 113500 12054186 12167686 Rent from Affiliates 531120 215012 215012 0 0 0 0 215012 267815 267815 79652 15009 64643 0 64643 64643 3383537 3114793 268744 0 268744 268744 32130 113500 32362 -232 -232 41688 24782 16906 16906 Vending Income 900099 70198 70198 Volunteer Council Sales 900099 51339 51339 Miscellaneous Income 900099 34277 34277 0 0 0 0 155814 13156388 0 0 988702 13701847 13701847 76317 76317 222891 189457 22289 11145 464323 394678 46431 23214 31906 27120 3191 1595 85841 72965 8584 4292 48751 41438 4875 2438 500 425 50 25 500 425 50 25 101847 86570 10185 5092 5351 4548 535 268 218179 185452 21818 10909 56087 47674 5609 2804 597 507 60 30 23691 20137 2369 1185 4546 3864 455 227 109689 93236 10969 5484 371 315 37 19 Purchased Services 83254 70766 8325 4163 Charitable Expenses 45877 45877 Donor Gifts 6511 5534 651 326 Other Non Medical Supplies 5799 4929 580 290 23713 20155 2372 1186 15318388 15094236 149435 74717 2668034 30390 0 2806258 2363470 483857 0 0 0 5192754 693069 4609374 4499685 10757620 11920164 0 2611354 2303919 23009852 22044273 103491 53910 0 3594498 4006948 3697989 4060858 X 6324564 6956363 11335441 9034773 1651858 1992279 19311863 17983415 23009852 22044273 -2162000 833552 0 X false true X true false X 4453876 1721647 2062157 3831411 12167686 24236777 0 0 4453876 1721647 2062157 3831411 12167686 24236777 648613 23588164 448600 387837 434045 264855 562479 2097816 0 81218 272012 252804 364407 229632 1200073 27534666 0 0.8567 0.7260 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER, COLUMN A - 81218.0, COLUMN B - 16425.0, COLUMN C - 682.0, COLUMN D - 167725.0, COLUMN E - 34277.0, COLUMN F - 300327.0; DESCRIPTION - VENDING INCOME, COLUMN A - , COLUMN B - 59309.0, COLUMN C - 57483.0, COLUMN D - 73510.0, COLUMN E - 70198.0, COLUMN F - 260500.0; DESCRIPTION - VOLUNTEER COUNCIL SALES, COLUMN A - , COLUMN B - 55543.0, COLUMN C - 83593.0, COLUMN D - 57397.0, COLUMN E - 51339.0, COLUMN F - 247872.0; DESCRIPTION - CAFETERIA SALES, COLUMN A - , COLUMN B - 47712.0, COLUMN C - 44256.0, COLUMN D - 38405.0, COLUMN E - 41688.0, COLUMN F - 172061.0; DESCRIPTION - EVENTS, COLUMN A - , COLUMN B - 93023.0, COLUMN C - 66790.0, COLUMN D - 27370.0, COLUMN E - 32130.0, COLUMN F - 219313.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1651858 426130 64291 150000 1992279 1504141 147717 1651858 1487244 2836 14061 0 0 0 1504141 1433328 1377 52539 0 0 0 1487244 1374638 20101 38589 0 0 0 1433328 0.0 1.0 0.0 false false 568272 568272 4340303 410862 3929441 284179 282207 1972 4499685 U.S. government obligations 912036 F Corporate obligations 267982 F Equity securities 8895335 F Alternative investments 1844811 F 11920164 Cash Surrender Value of Life Insurance 178863 Charitable remainder trust 2101606 Other current assets 23450 2303919 Intercompany payables 3573268 Annuities payables 433680 4006948 X 13960244 833550 72153 905703 13054541 101847 0 101847 13156388 15288694 72153 72153 15216541 101847 0 101847 15318388 Schedule D, Part V, Line 4 Intended uses of endowment funds The investment earnings on endowment funds are used for awards and scholarships, as well as support for several programs for St. Vincent's Health System. The temporary restricted portion of the endowment funds on the audited financial statements is the investment income earned on the permanent endowments utilized for expenditures based on the donor documents. 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, 2017. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Rental Expenses - 15009 Cost of Goods Sold - 24782 Event Expenses - 32362 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Rental Expenses - 15009 Cost of Goods Sold - 24782 Event Expenses - 32362 Golf tournament 65455 48935 16520 23370 412 Bingo Bash 57636 43241 14395 7064 2 22539 21324 1215 1516 145630 113500 32130 23370 8992 32362 -232 true St Vincent's Health System 810 St Vincents Drive Birmingham AL 35205 630931008 501(C)(3) 11672915 51600 FMV SCULPTURE CAPITAL/OPERATING SUPPORT St Vincent's East 50 Medical Park Drive East Birmingham AL 35235 630578923 501(C)(3) 1138718 234161 COST EQUIPMENT CAPITAL/OPERATING SUPPORT St Vincent's Birmingham 810 St Vincents Drive Birmingham AL 35205 630288864 501(C)(3) 421698 CAPITAL/OPERATING SUPPORT Seton Property Corporation of North Alabama 810 St Vincents Drive Birmingham AL 35205 327326976 501(C)(2) 114319 CAPITAL/OPERATING SUPPORT St Vincent's Blount 150 Gilbreath Drive Oneonta AL 35121 630909073 501(C)(3) 9288 11648 COST EQUIPMENT CAPITAL/OPERATING SUPPORT Medical Foundation of Jefferson County 901 18TH STREET SOUTH BIRMINGHAM AL 35205 813680210 47500 OPERATING SUPPORT 5 1 Scholarships and awards 18 24038 Financial Assistance 118 52279 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. true true false false false false false false false NEEYSA C BIDDLE SVP ASCENSION HEALTH/BIRMINGHAM MARKET EXECUTIVE/PRESIDENT CEO - STVHS 0 593188 0 503787 0 262857 0 15900 0 11049 0 1386781 0 0 JENNIFER L KINGRY BOARD MEMBER/CFO 0 256682 0 42821 0 36986 0 17225 0 22076 0 375790 0 0 SUSAN SELLERS PRESIDENT/FOUNDATION 172500 0 14463 0 21992 0 9473 0 4462 0 222890 0 0 0 JOHN D O'NEIL FORMER OFFICER (END 9/2014) 0 0 0 0 0 989122 0 0 0 9790 0 998912 0 539012 WAYNE CARMELLO-HARPER CHIEF MISSION INTEGRATION OFFICER 0 272997 0 90521 0 82156 0 14575 0 19660 0 479909 0 0 STEPHANIE J DUGGAN MD CCO-Mnstry Mkt Brmnghm (START 7/2016) 0 421849 0 81654 0 58549 0 14576 0 24103 0 600731 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 4a Severance or change-of-control payment The following individual(s) received severance payments from the organization or a related organization: John O'Neil - $450,110 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. The following individuals received payment from the supplemental nonqualified retirement plan in the amount as noted: John D. O'Neil - $539,012 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 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 VIII, Line 2f Other Program Service Revenue Intercompany - Total Revenue: 0, Related or Exempt Function Revenue: 0, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0; MCS LLC 810 ST VINCENTS DRIVE BIRMINGHAM AL 35235 260649586 RENTAL PROPERTY AL 79652 4497713 ST VINCENT'S FOUNDATION OF ALABAMA INC ST VINCENT'S VOLUNTEER COUNCIL LLC 810 ST VINCENTS DRIVE BIRMINGHAM AL 35235 461494622 VOLUNTEER SERVICES AL 93027 30390 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 false true false false false false false false false false false true true false true true false false false SETON PROPERTY CORPORATION OF NORTH ALABAMA P 311596 FAIR MARKET VALUE ST VINCENT'S BLOUNT P 358117 FAIR MARKET VALUE ST VINCENT'S EAST O 234161 FAIR MARKET VALUE ST VINCENT'S EAST P 3029899 FAIR MARKET VALUE ST VINCENT'S BIRMINGHAM L 80956 FAIR MARKET VALUE ST VINCENT'S BIRMINGHAM M 215012 FAIR MARKET VALUE ST VINCENT'S BIRMINGHAM P 7434736 FAIR MARKET VALUE UNIVERSAL HEALTH SERVICES P 71107 FAIR MARKET VALUE VINCENTIAN PHYSICIAN SERVCES P 151494 FAIR MARKET VALUE ST VINCENT'S HEALTH SYSTEM B 11724515 FAIR MARKET VALUE ST VINCENT'S EAST B 1372879 FAIR MARKET VALUE ST VINCENT'S BIRMINGHAM B 421698 FAIR MARKET VALUE SETON PROPERTY CORPORATION OF NORTH ALABAMA B 114319 FAIR MARKET VALUE