MEMORIAL HOSPITAL OF SOUTH BEND: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MEMORIAL HOSPITAL OF SOUTH BEND (EIN 35-0868132)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-11
- IRS object ID
- 201803159349300105
- Schema version
- 2017v2.3
- 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 G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-11T17:16:26-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350868132 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Memorial Hospital of South Bend Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JEFFREY COSTELLO | InCareOfNm |
| Business Name Control | MEMO | BusinessNameControlTxt |
| Phone | 5746473549 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 N MICHIGAN STREET | AddressLine1Txt |
| City | SOUTH BEND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY COSTELLO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5746473549 | PhoneNum |
| Signature | 2018-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB ZEHNDER | PreparerPersonNm |
| PTIN | P01564049 | PTIN |
| Phone | 3128792702 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.1.137.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 36964520183135000010 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A1434F3380C87D61DBF3F7A3E6CB8E0FB319F59F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 277A2553AC5F9787DA5E6FE751E73415AFB5A6AE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Larry Tracy | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 N MICHIGAN STREET | AddressLine1Txt |
| City | SOUTH BEND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $545,623,357 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | beaconhealthsystem.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | MEMORIAL IS COMMITTED TO IMPROVING THE QUALITY OF LIFE OF THE PEOPLE IN OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 3634 | TotalEmployeeCnt |
| Total Volunteers | 454 | TotalVolunteersCnt |
| Total Gross UBI | $569,760 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $105,127 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,812,391 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,312,171 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $505,411,374 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $528,776,191 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$678,041 | PYInvestmentIncomeAmt |
| CY Investment Income | -$563,224 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,396,285 | PYOtherRevenueAmt |
| CY Other Revenue | $10,773,080 | CYOtherRevenueAmt |
| PY Total Revenue | $522,942,009 | PYTotalRevenueAmt |
| CY Total Revenue | $544,298,218 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,418,189 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,994,226 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $183,402,987 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $182,459,922 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $258,951,287 | PYOtherExpensesAmt |
| CY Other Expenses | $267,366,711 | CYOtherExpensesAmt |
| PY Total Expenses | $444,772,463 | PYTotalExpensesAmt |
| CY Total Expenses | $451,820,859 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $78,169,546 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $92,477,359 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $591,066,147 | TotalAssetsBOYAmt |
| Total Assets EOY | $522,189,204 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $239,173,330 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $224,388,480 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $351,892,817 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $297,800,724 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MEMORIAL IS COMMITTED TO IMPROVING THE QUALITY OF LIFE OF THE PEOPLE IN OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $99,656,461 | ExpenseAmt |
| Revenue | $225,420,902 | RevenueAmt |
| Desc | Ancillary Services offers the following services for patients and facilities: - Imaging Services - Outpatient Physical, Occupational and Speech Therapy - Infusion Treatments - Radiation Oncology Therapy - Cancer Research - Cardiac Cath Lab - Sleep Lab - Interventional Radiology - Environmental Services - Nutritional Services - Pharmacy Services - Laboratory. 2017 STATISTICS FOR THIS SERVICE UNIT INCLUDE: - 498,583 INPATIENT PROCEDURES - 423,526 OUTPATIENT PROCEDURES - 884 INPATIENT CATHS - 818 OUTPATIENT CATHS - 137,624 OUTPATIENT VISITS - 468,502 NONPATIENT MEALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $104,532,630 | ExpenseAmt |
| Revenue | $166,801,431 | RevenueAmt |
| Desc | Patient Care Unit Services provides a wide variety of hospital services including: - Inpatient rehabilitation CARF accredited - Medical - Post surgical - Orthopedic - Oncology - Intensive and intermediate - Heart and Vascular - Mother and Child - Special Care Obstetrics - Neonatal Intensive Care Level III - Emergency - Trauma Level II - Pediatrics - Pediatric Intensive Care - Pediatric Hematology Oncology - Medical Flight program - Pediatric Intensive Care Transports. 2017 STATISTICS FOR THIS SERVICE UNIT INCLUDE: - 102,044 PATIENT DAYS - 9,742 INPATIENT ER VISITS - 44,881 OUTPATIENT ER VISITS - 2,453 BIRTHS - 18,657 OBSERVATION STAYS - 353 MEDICAL FLIGHTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $70,212,883 | ExpenseAmt |
| Revenue | $144,635,888 | RevenueAmt |
| Desc | Surgical Services provides the following services: - General Surgery - Vascular Surgery - Cardiac Surgery - Orthopedic Surgery - Gynecological Surgery - Trauma Surgery - GI Labs - Pulmonary Services - Pain Center - DaVinci Robotic Surgery. 2017 STATISTICS FOR THIS SERVICE UNIT INCLUDE: - 3,727 INPATIENT PROCEDURES - 237 OPEN HEART PROCEDURES - 8,444 OUTPATIENT PROCEDURES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $123,968,320 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,994,226 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $32,836 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $398,370,294 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 260 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3634 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY COSTELLO | PersonNm |
| Phone | 5746473549 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 N MICHIGAN STREET | AddressLine1Txt |
| City | SOUTH BEND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Perry Watson III | ||||||||
| CHAIR- LEFT IN MARCH 2017 | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Peter Baranay | ||||||||
| Chair | 2.0 | 2.0 | Yes (X) | Yes (X) | $2,472 | $0 | $0 | |
| KAREN BARNETT | ||||||||
| VICE CHAIR | 2.0 | 0.0 | Yes (X) | Yes (X) | $1,792 | $0 | $0 | |
| TIM DURHAM | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HUGH HEDMAN MD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $1,792 | $0 | $0 | ||
| BRYAN BOYER | ||||||||
| Trustee/Employed Physician | 2.0 | 40.0 | Yes (X) | $0 | $865,926 | $34,491 | ||
| MARK HARMAN | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS HAUCH MD | ||||||||
| SECRETARY/TREASURER | 2.0 | 0.0 | Yes (X) | Yes (X) | $1,735 | $0 | $0 | |
| BRAD TOOTHAKER | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $2,972 | $0 | $0 | ||
| Jeffrey P Costello | ||||||||
| CFO/Asst. Treasurer | 2.0 | 46.0 | Yes (X) | $0 | $597,602 | $178,765 | ||
| Kreg Gruber | ||||||||
| CEO STARTING NOVEMBER 2017 | 2.0 | 46.0 | Yes (X) | $0 | $640,757 | $180,513 | ||
| Cheryl Wibbens-Lesh MD | ||||||||
| Asst. Secr./VP | 40.0 | 2.0 | Yes (X) | $375,310 | $0 | $37,332 | ||
| PHILLIP NEWBOLD | ||||||||
| CEO - LEFT NOVEMBER 2017 | 2.0 | 46.0 | Yes (X) | $0 | $1,710,953 | $233,242 | ||
| Larry Tracy | ||||||||
| President | 40.0 | 0.0 | Yes (X) | $391,032 | $0 | $83,201 | ||
| Keith Sherry MD | ||||||||
| Employed Physician | 40.0 | 0.0 | $327,764 | $0 | $35,897 | Yes (X) | ||
| Dale A Patterson | ||||||||
| Employed Physician | 40.0 | 0.0 | $331,825 | $0 | $33,783 | Yes (X) | ||
| Marion Mahone | ||||||||
| Employeed Physician | 40.0 | 0.0 | $270,422 | $0 | $19,554 | Yes (X) | ||
| Matthew R Reed | ||||||||
| Employeed Physician | 40.0 | 0.0 | $260,966 | $0 | $16,601 | Yes (X) | ||
| LINDA A MANSFIELD | ||||||||
| EMPLOYED PHYSICIAN | 40.0 | 0.0 | $261,641 | $0 | $31,519 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,229,723 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,815,238 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $884,898 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 124 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BALFOUR BEATTY CONSTRUCTION LLC | |||||
| 3100 MCKINNON STREET 6TH FLOOR | DALLAS | TX | 75201 | CONSTRUCTION | $15,739,063 |
| ELKHART CLINIC LLC | |||||
| PO BOX 2968 | ELKHART | IN | 46515 | PHYSICIAN SERVICES | $4,859,733 |
| SOUTH BEND EMERGENCY PHYSICIANS | |||||
| 615 N MICHIGAN | SOUTH BEND | IN | 46601 | PHYSICIAN SERVICES | $7,749,947 |
| SOUTH BEND MEDICAL FOUNDATION | |||||
| 530 N LAFAYETTE BLVD | SOUTH BEND | IN | 46601 | LAB SERVICES | $17,700,860 |
| NORTHERN INDIANA ANESTHESIA SERVICE | |||||
| 1513 E JACKSON ROAD | ELKHART | IN | 46516 | ANESTHESIA | $4,758,701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 119 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,983,222 | RelatedOrganizationsAmt |
| Government Grants | $2,321,749 | GovernmentGrantsAmt |
| All Other Contributions | $7,200 | AllOtherContributionsAmt |
| Noncash Contributions | $163,470 | NoncashContributionsAmt |
| Total Contributions | $5,312,171 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| NET PATIENT REVENUE | 622110 | $522,579,366 | $522,579,366 | |
| OUTPATIENT PHARMACY | 561499 | $5,019,838 | $5,019,838 | |
| JOINT VENTURE ACTIVITY | 561499 | $979,127 | $979,127 | |
| AMBULANCE SUPPLY | 621910 | $112,343 | $112,343 | |
| CASH DISCOUNTS | 611710 | $51,595 | $51,595 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,922 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,922 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $528,776,191 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $262,479 | TotalRevenueColumnAmt |
| Exclusion | $262,479 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,820 | TotalRevenueColumnAmt |
| Exclusion | $6,820 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,050 | TotalRevenueColumnAmt |
| Exclusion | $6,050 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $230,879 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,380 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $210,499 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $210,499 | TotalRevenueColumnAmt |
| Exclusion | $210,499 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,259 | SecuritiesAmt |
| Other | $16,584 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $1,019,365 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,259 | SecuritiesAmt |
| Other | -$850,782 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$832,523 | TotalRevenueColumnAmt |
| Exclusion | -$832,523 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $235,156 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $285,394 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$50,238 | TotalRevenueColumnAmt |
| Exclusion | -$50,238 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| HLC ATHLETIC CLUB | 713940 | $3,999,234 | $3,935,854 | $63,380 |
| VENDOR REBATES | 561499 | $1,220,953 | $1,220,953 | $0 |
| CAFETERIA SALES | 561499 | $850,107 | $850,107 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,536,475 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,958,059 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $569,760 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,008,656 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,606,769 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $544,298,218 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $531,871,219 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $569,760 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,545,068 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,994,226 | TotalAmt |
| Program Services | $1,994,226 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,641 | TotalAmt |
| Management And General | $897,641 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,533,311 | TotalAmt |
| Program Services | $117,019,848 | ProgramServicesAmt |
| Management And General | $25,513,463 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,028,288 | TotalAmt |
| Program Services | $4,949,224 | ProgramServicesAmt |
| Management And General | $1,079,064 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,126,450 | TotalAmt |
| Program Services | $18,986,815 | ProgramServicesAmt |
| Management And General | $4,139,635 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,874,232 | TotalAmt |
| Program Services | $8,106,744 | ProgramServicesAmt |
| Management And General | $1,767,488 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $783,313 | TotalAmt |
| Program Services | $643,100 | ProgramServicesAmt |
| Management And General | $140,213 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,904 | TotalAmt |
| Management And General | $364,904 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,535 | TotalAmt |
| Management And General | $292,535 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,952 | TotalAmt |
| Program Services | $21,307 | ProgramServicesAmt |
| Management And General | $4,645 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,329 | TotalAmt |
| Management And General | $202,329 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,120,184 | TotalAmt |
| Program Services | $39,969,189 | ProgramServicesAmt |
| Management And General | $3,150,995 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,188 | TotalAmt |
| Program Services | $76,507 | ProgramServicesAmt |
| Management And General | $16,681 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,943,390 | TotalAmt |
| Program Services | $3,237,523 | ProgramServicesAmt |
| Management And General | $705,867 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,843 | TotalAmt |
| Program Services | $51,594 | ProgramServicesAmt |
| Management And General | $11,249 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,157,522 | TotalAmt |
| Program Services | $6,697,326 | ProgramServicesAmt |
| Management And General | $1,460,196 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $681,669 | TotalAmt |
| Program Services | $559,650 | ProgramServicesAmt |
| Management And General | $122,019 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,448 | TotalAmt |
| Program Services | $68,511 | ProgramServicesAmt |
| Management And General | $14,937 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,520,522 | TotalAmt |
| Program Services | $4,532,349 | ProgramServicesAmt |
| Management And General | $988,173 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,463,544 | TotalAmt |
| Program Services | $25,010,570 | ProgramServicesAmt |
| Management And General | $5,452,974 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,097,557 | TotalAmt |
| Program Services | $2,543,094 | ProgramServicesAmt |
| Management And General | $554,463 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $86,962,497 | $86,962,497 | $0 | $0 |
| CORPORATE FEE | $34,473,755 | $28,302,953 | $6,170,802 | $0 |
| BAD DEBT EXPENSE | $28,872,159 | $28,872,159 | $0 | $0 |
| HOSPITAL ASSESSMENT FEE | $17,929,134 | $17,929,134 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,236,266 | TotalAmt |
| Program Services | $1,835,974 | ProgramServicesAmt |
| Management And General | $400,292 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,820,859 | TotalAmt |
| Program Services | $398,370,294 | ProgramServicesAmt |
| Management And General | $53,450,565 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,775 | BOYAmt |
| EOY | $19,951 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,071,146 | BOYAmt |
| EOY | -$160,911 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,006 | BOYAmt |
| EOY | $513,766 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,322,501 | BOYAmt |
| EOY | $90,151,301 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,028,261 | BOYAmt |
| EOY | $16,812,808 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,015,797 | BOYAmt |
| EOY | $1,075,123 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $810,159,537 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $437,839,333 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,251,082 | BOYAmt |
| EOY | $372,320,204 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000,887 | BOYAmt |
| EOY | $2,681,368 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,256 | BOYAmt |
| EOY | $295,382 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,171,474 | BOYAmt |
| EOY | $1,171,474 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,483,962 | BOYAmt |
| EOY | $37,308,738 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $591,066,147 | BOYAmt |
| EOY | $522,189,204 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,624,988 | BOYAmt |
| EOY | $39,242,145 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,856 | BOYAmt |
| EOY | $21,589 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,778,646 | BOYAmt |
| EOY | $154,532,285 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $670,966 | BOYAmt |
| EOY | $483,720 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,067,874 | BOYAmt |
| EOY | $30,108,741 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,173,330 | BOYAmt |
| EOY | $224,388,480 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,264,467 | BOYAmt |
| EOY | $290,986,527 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,628,350 | BOYAmt |
| EOY | $6,814,197 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,892,817 | BOYAmt |
| EOY | $297,800,724 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $591,066,147 | BOYAmt |
| EOY | $522,189,204 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $92,477,359 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,597,444 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$154,166,896 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $25,952 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $25,952 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Lobbying Detail | FormAndLineReferenceDesc |
| Explanation | SCHEDULE C, PART IV MEMORIAL HOSPITAL PAID DUES TO THE FOLLOWING ORGANIZATIONS FOR WHICH THE AMOUNT OR PERCENTAGE LISTED WAS ATTRIBUTED TO LOBBYING: AAFP (AMERICAN ACADEMY OF FAMILY PHYSICIANS) - 16% AASM (American Academy of Sleep Medicine) - 2% AMA (American Medical Association) - 55% APTA (American Physical Therapy Association) - 22% INDIANA HOSPITAL ASSOCIATION - 21.78% TRAUMA CENTER ASSOCIATION OF AMERICA - 29% When unable to ascertain allocation of dues attributed to Lobbying a conservative estimate of 22% is applied. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,854,961 | BeginningYearBalanceAmt |
| Contributions | $2,155,261 | ContributionsAmt |
| Investment Earnings Or Losses | $2,479,263 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,284,345 | GrantsOrScholarshipsAmt |
| End Year Balance | $34,205,140 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,556,022 | BeginningYearBalanceAmt |
| Contributions | $9,605,449 | ContributionsAmt |
| Investment Earnings Or Losses | $339,397 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,645,907 | GrantsOrScholarshipsAmt |
| End Year Balance | $33,854,961 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,619,029 | BeginningYearBalanceAmt |
| Contributions | $4,093,832 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,367,472 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,789,367 | GrantsOrScholarshipsAmt |
| End Year Balance | $26,556,022 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,642,755 | BeginningYearBalanceAmt |
| Contributions | $2,833,644 | ContributionsAmt |
| Investment Earnings Or Losses | -$142,883 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $714,487 | GrantsOrScholarshipsAmt |
| End Year Balance | $29,619,029 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,661,171 | BeginningYearBalanceAmt |
| Contributions | $2,180,336 | ContributionsAmt |
| Investment Earnings Or Losses | $1,785,965 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $984,717 | GrantsOrScholarshipsAmt |
| End Year Balance | $27,642,755 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.79860 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00220 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19920 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,318,068 | OtherCostOrOtherBasisAmt |
| Book Value | $21,318,068 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $486,870,628 | OtherCostOrOtherBasisAmt |
| Depreciation | $188,368,902 | DepreciationAmt |
| Book Value | $298,501,726 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $851,999 | OtherCostOrOtherBasisAmt |
| Depreciation | $851,999 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $293,352,469 | OtherCostOrOtherBasisAmt |
| Depreciation | $244,735,853 | DepreciationAmt |
| Book Value | $48,616,616 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,766,373 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,882,579 | DepreciationAmt |
| Book Value | $3,883,794 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $372,320,204 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM 3RD PARTY PAYORS | $26,303,147 |
| INT IN NET ASSETS OF REC ORG | $6,814,197 |
| INTEREST RECEIVABLE - SWAP | $119,650 |
| DUE FROM SELF INSURED TRUST | $78 |
| OTHER RECEIVABLES | $3,434,746 |
| 2016 BOND FUND | $11,515 |
| SWAP MARKET-MARKET ADJUST | $625,405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $37,308,738 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP | $16,304,635 |
| ASSET RETIREMENT OBLIGATION | $4,589,729 |
| IBNR | $3,298,510 |
| DUE TO THIRD PARTY | $4,964,501 |
| CAPITAL LEASE PAYABLE | $513,221 |
| MEDTRONIC O-ARM AGREEMENT | $375,533 |
| DUE FROM AFFILIATES | $62,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $30,108,741 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4 | THE BOARD HAS DISCRETION TO UTILIZE EACH YEAR THE INCOMES, REVENUES, AND PROFITS ARISING AND ACCRUING FROM THE ENDOWMENTS IN DEFRAYING COSTS ASSOCIATED WITH THE TRUST AND THE REMAINDER FOR SUPPORT, BETTERMENT, IMPROVEMENT, UPKEEP, EXPANSION, AND REPLACEMENT OF BEACON HEALTH SYSTEM, INC. AND ITS CORPORATE AFFILIATES. TERM ENDOWMENTS, WHICH ARE THE TEMPORARILY RESTRICTED NET ASSETS, ARE USED AS DESIGNATED BY THE DONOR. THE PERMANENT ENDOWMENT PROVIDES INCOME TO BE USED FOR HEALTH CARE EDUCATIONAL PURPOSES AND PATIENT CARE. |
| PART X, LINE 2 | ASC 740, Income Taxes, requires that realization of an uncertain income tax position is more likely than not (i.e., greater than 50% likelihood of receiving a benefit) before it is recognized in the financial statements as the amount most likely to be realized assuming a review by tax authorities having all relevant information and applying current conventions. This interpretation also clarifies the financial statement classification of tax-related penalties and interest and sets forth new disclosures regarding unrecognized tax benefits. No amount was recorded for the years ended December 31, 2017 or 2016 . |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MARATHON | Event1Nm |
| Gross Receipts Event1 | $235,156 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $235,156 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $18,570 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $713 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $266,111 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $235,156 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $235,156 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $18,570 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $713 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $266,111 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $285,394 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$50,238 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II Event #1 | FormAndLineReferenceDesc |
| Explanation | Memorial Hospital of South Bend facilitates an annual sunburst marathon by collecting registration payment and organizing the event. All contributions are directed to and recorded by Beacon Health Foundation. It is common for the event to be run at a loss as all the sponsorship and contribution income is recorded by Beacon Health Foundation. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent350 | Yes (X) | Percent350Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,749,588 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,749,588 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00650 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $91,380,678 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $88,193,625 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,187,053 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00750 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $94,130,266 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $88,193,625 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,936,641 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01400 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $11,152,285 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,091,689 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,060,596 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02140 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,086,838 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,615,746 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,471,092 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01530 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $105,174 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $102,767 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,407 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $225,225 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $225,225 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00050 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $19,569,522 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,810,202 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $15,759,320 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03720 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $113,699,788 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $92,003,827 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $21,695,961 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05120 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 200 | PersonsServedCnt |
| Total Community Benefit Expns | $34,734 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $34,734 | NetCommunityBenefitExpnsAmt |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $42,165 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $42,165 | NetCommunityBenefitExpnsAmt |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Persons Served | 200 | PersonsServedCnt |
| Total Community Benefit Expns | $76,899 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $76,899 | NetCommunityBenefitExpnsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $7,581,829 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $3,790,915 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $84,404,035 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $107,673,984 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$23,269,949 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEMORIAL HOSPITAL OF SOUTH BEND INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 N MICHIGAN STREET | AddressLine1Txt |
| City | SOUTH BEND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.BeaconHealthSystem.org | WebsiteAddressTxt |
| State License | 16-005053-1 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Childrens Hospital | Yes (X) | ChildrensHospitalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Research Facility | Yes (X) | ResearchFacilityInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEMORIAL HOSPITAL OF SOUTH BEND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 15 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (true) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE SECTION C FOR FULL URL | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 15 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE SECTION C FOR FULL URL | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 350. | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | See Section C for full URL | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | See Section C for full URL | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | See Section C for full URL | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Section B, Line 5 | During 2015, Beacon Health System conducted a joint Community Health Needs Assessment (CHNA) representing approximately 267,000 residents of St. Joseph County (SJC) and approximately 200,000 residents of Elkhart County, which reflect the primary market service areas for Memorial Hospital of South Bend (MHSB), and Elkhart General Hospital (EGH), respectively. In late 2014 through February 2015, dialogue on the CHNA planning and coordination occurred among Beacon Health System executives and the Community Benefit staff from both MHSB and EGH. It was agreed that a third party consultant - Holleran Consulting of Lancaster, Pennsylvania - would serve as the data gathering entity for both hospitals. An online CHNA survey conducted through August 2015 provided insight to barriers to accessing care, the impact of social determinants of health, resource utilization and underserved populations. Community engagement and feedback are essential to the integrity and validity of the SJC CHNA process. Therefore, input was actively solicited and secured from three sources: - Key informants who hold a broad knowledge of the interests of SJC, including public health, and minority, cultural, and underserved populations - Community members at large representing 267,618 SJC residents - Community Health Advisory Council representing medical and health services fields. The first stage of assessment was seeking to gather input from key informants. Organizations invited to provide input included the following: Samaritan Counseling Center; MDWise, a Medicaid Managed Care entity; Harper Cancer Research Institute University of Notre Dame; Junior League of South Bend; Bridges Out of Poverty; City of Mishawaka Fire Department; Memorial Family Residency Program; YMCA of Michiana; Hope Ministries, which serves homeless families; Goodwill Industries; Imani Unidad, a not-for-profit organization providing counseling to minorities and persons with HIV; Saint Mary's College; Bike Michiana Coalition; and Healthy Families of St. Joseph County. Additional input on perceived health priorities and barriers to accessing care was solicited from the community at large through an online survey that could be accessed directly from home or work internet or through the free, community service computers located at St. Joseph County public Libraries. Consideration was given to ensuring the ease of access to survey completion to hard to reach populations, including Hispanic Latino, African American, and low-income populations. Hard copies of the survey were provided as well as assistance for those who requested it. Furthermore, input was solicited and received from the medically underserved, low-income or minority populations by making the assessment available at community meetings, church meetings, neighborhood residential centers and community centers. The assessment was also shared with La Casa de Amistad, a charitable organization that functions as a community center on the west side of South Bend for Spanish speaking families. All sources that were solicited provided input. Based upon primary and secondary data, a Priority Setting Worksheet was created. The secondary data profile depicts population and household statistics, education and economic measures, morbidity and mortality rates, disease incidence rates, and other health statistics. Input from each source, was inserted into a separate column and assigned a unique weighted percentage based on several factors (e.g., sample size): Key Informants (20%); Community Members at Large (40%); Advisory Council (20%); Secondary Data (20%). The 19 rows in the worksheet represented each of the potential health and social issues listed in the CHNA. After tabulating the total scores for each issue (ranging from 0 -100%), the following six issues emerged with a score greater than eighty percent (80%) - and were selected as MHSB 2016-2018 priorities: -Access to Health Care/Uninsured -Mental Health/Suicide -Violence/Safety/Trauma -Diabetes -Maternal/Infant Health/Prenatal Care -Obesity/Overweight The first three were also designated priorities from 2013 through 2015. Of the remaining thirteen (13) issues, nine (9) were scored at zero and four (4), cancer, education, poverty, and substance/alcohol abuse, were scored from forty (40) to sixty (60) percent. MHSB does not intend to include them in its Implementation Strategy due to other community health needs taking precedent, limited resources, and the need being addressed by organizations within the community. |
| Part V, Section B, Line 6a & 6b | Memorial Hospital of South Bend developed the 2015 St. Joseph County CHNA in partnership with Elkhart General Hospital, a Beacon Health System Care Partner, and the Saint Joseph County Health Department. Elkhart County residents were surveyed at the same time. |
| Part V, Section B, Line 7a, 7d & 10a | In 2015, the Saint Joseph Community Health Needs Assessment (CHNA) and Implementation Strategies Report were submitted to the Memorial Hospital Board of Directors for review and were approved in 2015. These documents were subsequently made widely available to the community through posting on the MHSB website at beaconhealthsystem.org/CHNA, through hard copies made available by request, through paper copy made available for MHSB Administration, and through email transmission upon request. MHSB staff were also available to discuss the results of the CHNA and the 2015 implementation strategies in requested community forums. |
| Part V, Section B, Line 11 | MHSB provided leadership throughout the 2015 CHNA process. The data from this collective CHNA input process identified nineteen health needs: 1. Access to care/uninsured 2. Aging population 3. Cancer 4. Chronic respiratory disease / asthma 5. Dental health 6. Diabetes 7. Education 8. Health disparities 9. Heart disease 10. Maternal/infant health/prenatal care 11. Mental health/suicide 12. Overweight/obesity 13. Poverty 14. Reproductive health/pregnancies/STDs 15. Stroke 16. Substance abuse/ alcohol abuse 17. Tobacco 18. Transportation 19. Violence/safety/trauma. Of these, the following six were identified as being a priority for 2017: access to care/uninsured, mental health/suicide, violence/safety/trauma, diabetes, maternal/infant health/prenatal care, and overweight/obesity. Of the remaining thirteen issues, MHSB does not intend to include them in its Implementation Strategy due to the prominence of other community health needs, limited resources, and other organizations within the community addressing those needs. We will continue to lead and engage in active community dialogues to measure and ensure movement toward goals as MHSB's Implementation Strategy is executed. We also intend to continue helping support other community needs that emerge from key community leaders and stakeholders, community members at large, and prevalence of health indicators. 1. ACCESS TO HEALTH CARE/UNINSURED While the arrival of the Affordable Care Act (ACA) provided many St. Joseph County (SJC) residents with needed health coverage, a large segment of our county continues to fall through the cracks for myriad reasons including ineligibility due to lack of legal residency status, the unaffordability of Indiana ACA Marketplace programs for eligible persons, and the increasing trend of high-deductible employer-sponsored plans that are creating delays or barriers for insured persons to utilize health care at an appropriate time. MHSB data from year 2017 indicates out of 30,422 patients with a unique ID, 16% of the patients were uninsured and 11.5% had no Primary Care Provider (PCP). For those who are uninsured and without a PCP it hinders the completion of routine wellness visits and could lead to higher demand for ED services when ill. This confirms the need for prioritizing Access to Care among their patients and in the community. Priority Focus 1: Ensure access to health insurance, education and self-management skills Priority Focus 2: Provide screenings and education PROGRAMS TO ADDRESS THIS NEED ARE AS FOLLOWS: AGING IN PLACE (AIP) AIP programming helps seniors in low-income housing remain productively and successfully independent by providing them with caring and holistic services so they can continue to be a rich part of the community and society. The AIP program provides a variety of services that support Access to Care, including: health oversight, medication adherence, assistance in connecting participants to a primary care physician and other health resources. The program is hosted at three South Bend sites (Robertson's Apartments, Monroe Circle Community Center, and Heritage Place at LaSalle Square). Outcome Pre- and post-Intervention packets consisting of a demographic questionnaire and Morisky Medication Adherence Scale were distributed to participants in December of 2015 and August 2016. In addition, attendance logs from November 2015 through October 2016 were reviewed to assess health education participation in the following activities: Physical Health Seminars, Nurse Visits, and eSeniorCare Medical Workshops. During that time period, 77% of the 115 AIP residents reported having a primary care physician compared to 71% in 2014 (no data from 2015). Additionally, 48% were engaged in health education services, a 15% increase from the previous year. The activities/events listed above were all provided on a weekly basis, with the exception of the physical health seminars which occurred monthly. An average of six residents participated in the physical health seminars consistently. Nursing visits that addressed health concerns and blood pressure checks on average could expect ten residents. Every week from November 2015 through August 2016, the University of Notre Dame hosted eSeniorCare medical workshops to help residents electronically monitor their medication adherence. Twenty-six (26) participants attended those workshops where they were trained on the importance of using the adherence component of the application on their tablets and setting health goals. In 2017, 93 residents consistently participated in the Aging in Place (AIP) program in St. Joseph County. At 77%, the program maintained residents having a primary care provider. The program did not meet the second goal of sustaining the participation rate of community members in health education services provided through AIP, as the percentage dropped by 6.8%, the participation was still higher than the 2015 program year by nearly 8%. Activities and events, such as physical Health seminars and nurse visits, were provided on a monthly and some on a weekly basis with the exception of nurse visit which concluded on November 30, 2016. BEACON HEALTH SYSTEM NAVIGATORS and COVERING KIDS & FAMILIES PARTNERSHIP In 2016, Beacon Health System (BHS) and Covering Kids & Families of North Central Indiana (CKF), an entity of United Health Services, developed a plan to provide access to coverage for a wider range of potential patients prior to presenting at any Beacon facility. Memorial Hospital of South Bend's Implementation Strategy for addressing access to health coverage is to continue to provide outreach-based, free enrollment and advocacy services for low-income and/or eligible St. Joseph County (SJC) residents. CKF heavily promoted SJC enrollment services through robust outreach to target catchments of low-income individuals. In-reach efforts included enrollment awareness and health coverage education at multiple access points throughout BHS overall, including the emergency room, patient accounts, health information management, cashier's office, social services, physicians' practices, and other sites. Due to our agreement with the Indiana Department of Insurance, Indiana Navigators were advised against collecting additional information (e.g., demographics) on applicants. Outcome In 2016, Beacon/CKF assisted 709 St. Joseph County residents in applying for health coverage assistance through the Affordable Care Act, the Healthy Indiana Plan, and Medicaid. In 2015, this figure was 242. Furthermore, a total of 558 assists for Elkhart and St. Joseph Counties together occurred with applicants and successful enrollees. Although we provided assistance to these individuals during the application processes, we were unable to verify whether an individual ultimately enrolled due to such factors as the inability to select a specific program at time of appointment, missing or incomplete documentation verification, need to follow up with established clinical or prescription providers to confirm participation in specific plans, and inability to commit to specific plans due to affordability issues. Beacon Health System's health insurance tracker database has been updated to appropriately track the success of enrollment efforts starting in 2017. In 2017, insurance enrollment providers were able to serve 1,677 people across the region, with 86% getting health insurance. A six-month follow-up process was piloted to discover and record how effective initial efforts were. Phone calls went out to 87 participants who were successfully enrolled, and 59% said they now had a PCP. NORTH CENTRAL INDIANA SICKLE CELL INITIATIVE (NCISCI) This initiative raises awareness of sickle cell disease and trait through education and screening that help reduce the incidence of this painful, and sometimes deadly, disease. Both the Health Coordinator and Educator provide newborn screening follow-ups, referrals, counseling sessions, home and clinic visits with families on additional topics such as the dangers of secondhand smoke and getting insurance. Care coordination with school nurses, families, coaches, students, pediatricians, and hematologists is also provided for the purpose of ensuring individuals with sickle cell disease become supported by a continuum of care. Outcome There were 3,638 families and individuals referred by the Indiana NBS laboratory with Sickle Cell trait or trait of another hemoglobinopathy. These families received case management, counseling, awareness education, and/or free Sickle Cell trait testing in St. Joseph and Elkhart Counties and 31 surrounding counties. Sickle Cell conferences were also provided. 2. MENTAL HEALTH/SUICIDE The suicide rate per 100,000 is higher in SJC (13.4) than the nation (12.6), and Memorial's Children's Hospital reported a dramatic increase in pediatric patients hospitalized from failed-suicide attempts. The years of potential life lost before age 75 per age-adjusted 100,000 is also h |
| SOUTH BEND GUN VIOLENCE INTERVENTION | The South Bend Group Violence Intervention (SBGVI) unites community leaders around a common goal: to stop gun violence and keep South Bend's highest risk citizens alive and out of prison. SBGVI is a partnership among 30 community leaders from law enforcement, government, education, civil service, health-care and faith-based agencies. Based on a proven model developed by David M. Kennedy, director of the National Network for Safe Communities at John Jay College of Criminal Justice, SBGVI advocates direct, sustained engagement with street groups that cause the majority of South Bend's gun violence. The strategy empowers community members to set clear moral standards against violence in their communities and reclaim a voice in the way they want to live. It coordinates the efforts of local, state and federal law enforcement to focus crime prevention efforts on the groups most associated with gun violence. SBGVI also draws on the expertise of social service providers to offer group members a path away from violence. Outcome SBGVI had proactive communication with known members of violent groups to make them aware of the strategy, law enforcement consequences of their actions, and to refer them to services provided by partner organizations. 193 individuals attended a Group Violence Intervention call-in or received a custom notification during the reporting period. This year, we did not meet our stated goals of achieving a reduction in criminally assaulted shootings or the number of group member involved shootings. TRAUMA LIAISON/VIOLENT INJURY PREVENTION SPECIALIST A new staff position of Trauma Liaison was established at Memorial Hospital to work with victims of violent crime and their families. The purpose of this position is to help victims of violence and prevent violent personal injury, retaliation, and recidivism among the population of South Bend through research, data monitoring/evaluation, and community involvement. Outcome From January to April, Beacon's Trauma Intervention Specialist (TIS) worked with 83 victims of violence. 5% had repeated experiences, compared to 11% of the 90 people who did not receive these services. YWCA Take Charge YWCA Take Charge is a primary violence prevention program for youth in schools or with community organizations with a focus on increasing knowledge of components of a healthy relationship and knowledge of all forms of teen dating violence/ abuse. Outcome The YWCA's Take Charge program helped 1,276 youth increase their knowledge of dating violence and abuse by 13%. 1,824 students participated in the program within St. Joseph and Elkhart Counties schools including a Juvenile Justice facility and local youth organizations. In St. Joseph County pre-scores indicated 78% had knowledge of all forms of teen dating violence and abuse, however, by the completion of the program 90% had a better understanding. In Elkhart County the pre-score was 74% with a post-score of 76%. When asked about their knowledge of a healthy relationship, St. Joseph County pre-score was at 72% and Elkhart County was at 75%. There was an increase at the completion of the program to 89% for St. Joseph County and 86% for Elkhart County. 4. DIABETES Results from the key informant survey show that in both Elkhart and St. Joseph counties, the fourth most pressing health concern is diabetes. Data shows 20% of SJC respondents reported having been diagnosed with diabetes, compared to fewer than 8% in Elkhart County. In SJC the percentage of respondents with diabetes, pre-diabetes, or gestational diabetes has increased from 2012 community member survey responses. Approximately 49% of diabetic respondents in SJC maintain an A1C level of 7% or below, compared with 37% in Elkhart County. To face those challenges and meet this need, Community Health Enhancement has created these focus areas and indicators to assess progress over time. Priority Focus 1: Diabetes disease management Priority Focus 2: Diabetes prevention PROGRAMS TO ADDRESS THIS NEED ARE AS FOLLOWS- YMCA-DIABETES PREVENTION PROGRAM (DPP) The YMCA City of South Bend's Diabetes Prevention Program (DPP) helps those at high risk for developing type-2 diabetes (i.e., overweight with pre-diabetic conditions) to adopt and maintain more healthy lifestyle habits, and prevent the onset of the disease. The YMCA's DPP is part of a four-year partnership with the Center for Disease Control's National Diabetes Prevention Program, and is considered a national leader in the effort to combat this growing epidemic and curb the devastating effects that diabetes is having on individuals and our country as a whole. Outcome The YMCA served 45 pre-diabetics who completed the 12 month program in 2017. Of this cohort, 42% reported engaging in 150 minutes of exercise each week, and 25% met their weight loss goal of 7%. Their success rate for exercising is lower than HP2020's goal of 49%. Lessons learned from the 2016-2107 group helped the YMCA adapt motivational support for the next group scheduled to complete the program in 2018. These adaptations are making a difference as 54% are reported to have already achieved their weight loss goal. 5. MATERNAL/INFANT HEALTH/PRENATAL CARE Multiple health measures from the 2015 CHNA support the issue of maternal/infant health/prenatal care as a community health priority. The teenage birth rate is higher in SJC (28.4) than the nation overall (26.5). Both St. Joseph and Elkhart counties have low first trimester prenatal care rates among Black/African American residents (approximately 50%). Infant and neonatal mortality rates are likewise higher in SJC (8.7 and 6.7, respectively) when compared to Indiana and the nation. Several perinatal health indicators were also noted, including smoking rates during pregnancy; and low birth weight. Unfortunately, an earlier program - Prenatal Care Coordination - was terminated in July 2015 due to reductions in state funding. This action directly impacted approximately 250 low-income pregnant women per year. In addition to Community Health providing prenatal care for low-income vulnerable and at-risk mothers and babies through a new Perinatal and Infant Health Project (PIHP), this has created a clear need to collaborate with other local public health services to address prenatal care. To face those challenges and meet this need, Community Health Enhancement has created these focus areas and indicators to assess progress over time. Priority Focus 1: Provide active case management for low-income pregnant mothers and infants during and after pregnancy Priority Focus 2: Diabetes management during pregnancy Priority Focus 3: Sexual health education Priority Focus 4: Identify variables that decrease infant mortality PROGRAMS TO ADDRESS THIS NEED ARE AS FOLLOWS- PRENATAL CARE COORDINATION (PCC) and PERINATAL AND INFANT HEALTH (PIHP) There are two primary CH providers of programming in this health need area: Prenatal Care Coordination (PCC) in Elkhart, Perinatal and Infant Health (PIHP) in SJC. Both programs have previous experience in achieving positive outcomes with their high-need participant groups. In 2017, for the first time these programs used the same data collection system and re-worded their individual goals to be similar across counties so that comparisons could be made, joint challenges could be identified and addressed, and meaningful approaches could be shared. Both programs also participated in a focus group targeting this priority need, which increased communication and strategic support for improving health in this area across the region. Outcome Together, their programs served 416 mothers and delivered 324 live births across the region in 2017. In Beacon Community Health programs, only 4% of mothers continued smoking during pregnancy. County rates for smoking or substance abuse are 11% in St. Joseph County, and 14% in the state of Indiana. Of the mothers, who participated in our programs: - 26% were severely obese. - 35% were a healthy weight. - 17% had an ACE score greater than 4. With their maternal support: - only 5% of the babies were born preterm (<37 weeks) - 6% weighed less than 2,500 grams. - 3% spent time in the NICU. SAFETY AND SAFE SLEEP The Childhood Safety and Safe Sleep classes were both designed to increase education to our community. The Safety class is aimed at parents and caregivers of children ages birth to teen. A variety of topics are covered to prevent accidents and injuries. Preventable childhood accidents are one of the top causes of childhood deaths. Home needs are discussed and families are given items needed to make homes safer for children. This class is offered monthly to the community. The Safe Sleep Program is aimed at parents and caregivers to prevent SIDS (Sudden Infant Death Syndrome). During the class the caregivers are given education, Survival kit, and a pack and play. This program is offered to caregivers and parents of children under the age of 1 or currently 25 weeks or more pregna |
| 6. OVERWEIGHT/OBESITY | Over 17% of children in SJC are overweight and/or obese. With the correlation between numerous adverse chronic and emergent health conditions, being overweight or obese was cited as the most significant community health issue in the key informant survey and a high priority during group discussions. To face those challenges and meet this need, Community Health Enhancement has created these focus areas and indicators to assess progress over time. Priority Focus 1: Community and youth engagement in physical activity Priority Focus 2: Knowledge and consumption of healthy food PROGRAMS TO ADDRESS THIS NEED ARE AS FOLLOWS- FIT NOGGINS Fit Noggins provides youth, ages 6-12 a fun way to increase physical activity. Outcome 27 elementary-aged children participated in the program. 55% of the children were physically active at least 30 minutes during at least 4 of the last 7 days. By the end of the program, 81% of the children had been physically active during that same time segment. OPERATION FITKIDS Operation FitKids encourages youth to be physically active and eat healthy in a fun and engaging way, providing healthier choices and increasing physical activity. Outcome With the Operation Fit Kids, 46.58% (total = 73) kids completed Cone Run in less time, 53.03% kids (total = 66) had more steps in 5 minutes, and 47.06% kids ( total = 68) climbed a ladder in less time. Four of SJC's programs focused on increasing physical activity for children: Fit Noggins, Fit Kids, Madison STEAM Academy/Leeper Park, and Unity Gardens. Collectively, they served 749 children and 94% increased their physical activity levels by the end of programming. LEEPER PARK/MADISON PRIMARY CENTER The purpose of our Park Foundation, Madison Primary Center, Leeper Park, and Memorial Hospital collaboration is to positively impact childhood obesity. This program is five years in duration. A college student and community business partner team-building and project management approach is utilized to execute the plan and leverage resources to achieve a big goal. The park is being revitalized and restored specifically to encourage physical engagement. Outcome There were 500 students involved in the program. 80% of the school days focused on increased consumption of fruit and vegetables. To ensure increased physical activities flex active seating or stand desks were implemented in all first grade classrooms. UNITY GARDENS Unity Gardens Food and Fun Immersion included programs and activities designed to enhance the garden experience and connection with fresh produce for neighbors and the community. This program targeted vulnerable aggregates within the area surrounding LaSalle Square Unity Garden, especially the Beacon Heights Apartments community. Increased garden involvement for youth and adults was designed to improve access to fresh produce, and subsequently decrease obesity rates and increase food security long term. In addition, opportunities for increased physical activity were actively planned, not only with events, but also in the structural plan of the Unity Garden. Outcome There were 4,147 total participants for all Unity Garden programming. The data from the pedometers reveals increased activity throughout the week of garden camp. Daily averages were: Monday-6,790, Tuesday-7,760, Wednesday-7,784, Thursday-8,088, and Friday-9,024. This is particularly interesting since the tracking reflected a variety of campers; not just the same 50-100 each week. Attendance data from Garden Camp, Lunch & Learn, Garden Guides, Chef Demo, Pot Luck Picnics, reveals increased participation and consumption of fruits and vegetables throughout the garden. There were over 3,197 visitors total, compared to 1,673 visitors in 2016. |
| Part V, Section B, Line 13h | Financial Assistance Criteria The policy allows for patients to qualify for assistance by two means: financial or catastrophic. The Financial Assistance Program also allows for partial assistance or full assistance based on eligibility criteria in this policy. Financial Assistance 1. A patient qualifying for financial assistance is a person who is uninsured or underinsured, receives care and unable to pay their bill. 2. To be eligible for assistance under the financial assistance guidelines, a person's income shall be at or below a percentage of the Federal Poverty Level (FPL) as determined by Federal Poverty Guidelines. Household size and income determines the % of FPL. Memorial Hospital of South Bend, or its designee, may consider other financial assets and liabilities of the person when determining eligibility. 3. Memorial Hospital of South Bend will use the most current poverty income guidelines issued by the U.S. Department of Health and Human Services to determine an individual's eligibility for financial assistance. The poverty income guidelines are published annually in the Federal Register and for the purposes of this policy will become effective the first day of the month following the month of publication. 4. To qualify under the Financial Assistance portion of this policy, a completed, signed Financial Assistance application must be submitted and proof of income, proof of no income, proof of lack of financial assets and other required documents must accompany the application. Catastrophic Assistance Criteria 1. A patient qualifying for catastrophic assistance is a person whose hospital bills exceed a specified percentage of the person's annual gross income as set forth in the policy and who is unable to pay the remaining bill. 2. To be eligible for catastrophic assistance the amount owed by the patient must exceed one hundred fifty (150) percent of the patient's annual gross income and the patient must be unable to pay the remaining bill. Memorial Hospital of South Bend may consider other financial assets and liabilities of the person when determining ability to pay. 3. If a determination is made that a patient has the ability to pay the remainder of the bill, such a determination does not prevent a reassessment of the patient's ability to pay at a later date should their financial circumstances change. 4. After eligibility is determined under this provision, assistance will be provided to discount the bill by 75% of the current balance. |
| Part V, Section B, Line 16 a, b, & c | The Financial Assistance Policy, application and plain language summary can all be found at: beaconhealthsystem.org/assist |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 6 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| MEMORIAL SLEEP DISORDER CENTER | ||||
| 53990 CARMICHAEL DRIVE | SOUTH BEND | IN | 46601 | OUTPATIENT CLINIC PROVIDING SLEEP RELATED DIAGNOSIS AND TREATMENT |
| MEMORIAL HEALTH PLEX | ||||
| 111 W JEFFERSON ST | SOUTH BEND | IN | 46601 | OUTPATIENT REHABILITATION FACILITY AND FITNESS FACILITY |
| MEMORIAL BREAST CARE CENTER | ||||
| 100 NAVARRE PLACE | SOUTH BEND | IN | 46601 | OUTPATIENT DIAGNOSIS AND TREATMENT |
| MEMORIAL CHILDREN'S THERAPY CENTER | ||||
| 100 NAVARRE PLACE | SOUTH BEND | IN | 46601 | OUTPATIENT DIAGNOSIS AND TREATMENT |
| MEMORIAL RADIOLOGY | ||||
| 100 NAVARRE PLACE | SOUTH BEND | IN | 46601 | OUTPATIENT DIAGNOSIS AND TREATMENT |
| MEMORIAL LIGHTHOUSE PHYSICAL THERAPY | ||||
| 6913 N MAIN STREET | GRANGER | IN | 46530 | OUTPATIENT DIAGNOSIS AND TREATMENT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part VI, Descriptions for Part I, Line 3c | FormAndLineReferenceDesc |
| Explanation | Factors to be considered for Financial Assistance Household Size and Income The following factors may be considered in determining the eligibility of the patient for assistance and must be provided by all income earning residents in the countable household unit unless they are not dependents based on IRS guidelines for determining whether a household member can be considered a dependent. 1. Indiana workforce wage report for last 2 quarters (unemployment income) 2. Last 3 pay stubs or a letter or printout from employer(s) providing verification of gross income if currently employed. This documentation should not be more than 30 days old from date of issue and include year-to-date information. 3. Last 3 bank statements (including explanations of regular deposits not explained by pay stubs) 4. Social Security award or entitlement letter or other proof of gross monthly award. 5. Retirement income. 6. Investment income. 7. Statement from person(s) that are providing direct support. 8. Number of dependents. 9. Most recent tax return (including W2 and all supporting schedules). 10. Other financial obligations. 11. Amount and frequency of hospital/medical bills. 12. Other financial resources that produce income. 13. If Self-Employed, Gross Income less Cost of Goods sold and employee salaries. Financial Capacity 1. Individuals with the financial capacity to purchase health insurance coverage through the Health Insurance Marketplace may be required to purchase and will be provided access to meet with an Indiana Certified Navigator as a means of assuring access to healthcare services, for their overall personal health, and for the protection of their individual assets. 2. Individuals have been found they are ineligible for Medicaid or other affordable health care coverage must provide proof of denial. 3. Food Stamps or Supplemental Nutrition Assistance Program (SNAP) will not be counted as income. 4. Cosmetic Services are not eligible for any type of assistance and cannot be included in the amount of hospital/medical bills owed. Part VI, Descriptions for Part I, Line 6a Beacon Health System, Inc, EIN 45-3864076, prepares the annual community benefit reporting for Memorial Hospital of South Bend, Inc. Part VI, Descriptions for Part I, Line 7, Column F BAD DEBT EXPENSE REMOVED FROM TOTAL EXPENSES $ 28,872,159 Part VI, Descriptions for Part I, Line 7G NOT APPLICABLE Part VI, Descriptions for Part I, Line 7 COSTING METHODOLOGY The costing method used to calculate financial assistance reported on lines 7 a through d was the cost-to-charge ratio as derived on TAX FORM 990, SCHEDULE H, WORKSHEET 2. All other community benefits were calculated using direct costs. Part VI, Descriptions for Part II Line 3. Community Support YOUTH ASSET DEVELOPMENT The My Brother's Keeper (MBK) Community Challenge was announced by the White House in February 2014 as an initiative aimed at improving the outcomes of boys and young men of color. The MBK Community Challenge encourages communities to implement a cradle-to-college-and-career strategy intended to improve the outcomes for young people regardless of who they are, where they come from, or the circumstances into which they are born. Nearly 200 mayors, tribal leaders, and county executives across 43 states and the District of Columbia have accepted the MBK Community Challenge. South Bend accepted the challenge in October 2015, joining hundreds of cities in recognizing the opportunity gaps facing boys and young men of color and in committing to rectify the disparities. A community action summit was held that same month. Community partners came together and talked about the efforts needed to eliminate the opportunity gaps, pointed out barriers, brought to light challenges the youth face in our community, and strategized ways that we as a community can ensure that young people are better positioned to succeed. Several specific challenges that boys and young men of color face were identified at the summit. These included violence, access to quality early childhood education to get boys of color off to a good start when they enter kindergarten, police-community relations, and access to employment opportunities that would allow young men of color to support themselves and their families. Based on this feedback, the South Bend MBK initiative will focus on the following: - Getting a healthy start and entering school ready to learn - Keeping kids on track and giving them second chances - Successfully entering the workforce As the anchor organization, Beacon Health System networks and collaborates with MBK community partners to complete the mission of closing opportunity gaps for boys and young men of color. Beacon Health System has committed to spearheading the development and implementation of data-driven outcomes; ensuring efficiency; and facilitating analysis, management, and presentation of data. In the two years since South Bend joined the MBK Challenge, much of the focus has been on implementing data collection among the partner programs. The outcome data gathered in 2017 identified the need for a systematic process of data collection. We reviewed current MBK programming practices and found three areas of opportunity for improvement. Throughout this process we will utilize the talent and skills provided by the MBK Advisory Council to help us support the community partners, as noted below. First, we want to make sure that each program has individual, measurable goals and indicators. This will mean meeting periodically throughout the year to provide support. Over the next year we want to see specific, measured outcomes from each program. This will help us determine what successes the program sees, and where they can improve programming. Next, we want to align the data being collected by our community partners. We will ensure that each of them are collecting data relevant to the indicators chosen to represent our success at addressing the disparities for boys and young men of color in our community. Each of the indicators represents success for one of the milestones above, so all of the programs addressing each milestone will collect the same indicator data. Finally, we recognize that our community partners want to ensure their program is accessible. We will foster collaboration between community partners and other organizations in the city to help increase participation. We will also assist community partners with finding resources to support their programs, and will encourage community partner collaboration for resource support as well. PEDIATRIC HEALTH NEEDS ASSESSMENT As the only comprehensive children's hospital in our region, Beacon Children's Hospital has a responsibility to know and understand the health needs and concerns of its local patient population. For this reason, Beacon Community Health and Beacon Children's Hospital developed a Pediatric Health Needs Assessment (PHNA) in 2016. Beacon Community Health conducted the assessment with the following six area counties: Elkhart, Lake, LaPorte, Marshall, Porter, and St. Joseph. Primary areas of focus taken from the PHNA and beginning in 2017 are Asthma, Mental Health/Suicide, and Obesity. Work will include gaining an understanding of initiatives and programs currently addressing these priorities, identifying gaps and opportunities, and creating and implementing strategies to improve health in the three focus areas. Initial efforts will be focused in Elkhart and St. Joseph Counties, with plans to share information and build relationships with the other four counties. Many of the PHNA initiatives cross into our CHNA priorities, and these have been included there for more consistency. The PHNA will be rolled into the next Community Health Needs Assessment moving forward, allowing for more consistency and alignment of goals and objectives. U-Turn for Youth: Preventing Suicide and Improving Mental Health in Our Community is a philanthropically funded initiative to bring mental health information programs to our community on a wide scale. Thanks to this initiative, Community Health is able to reach thousands of students, teachers, health care professionals, and community members with suicide prevention and mental health programs. During the first year of programming, U-Turn for Youth implemented Question, Persuade, Refer (QPR) Gatekeeper Suicide Prevention, Adolescent Depression Awareness Program (ADAP) and This Is (Not) About Drugs. QPR is of particular note because the program meets a state-mandated need for SBCSC students and teachers to attend or participate in at least two hours of evidence-based in-service youth suicide and prevention training. In 2017, Beacon Community Health trained 160 South Bend Community School Corporation (SBCSC) teachers and school staff members using QPR, with data showing increased knowledge of suicide prevention referral from 20% to 93% after training. U-turn for Youth has also implemented Adolescent Depression Awareness Program (AD | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| NORTHEAST NEIGHBORHOOD REVITALIZATION ORGANIZATION | |||||||
| 803 LINCOLNWAY WEST | SOUTH BEND | IN | 46616 | 352118149 | 501(C)(3) | $50,000 | Corporate Sponsor |
| AMERICAN CANCER SOCIETY | |||||||
| 601 W Edison Rd | MISHAWAKA | IN | 46545 | 131788491 | 501(C)(3) | $8,500 | SPONSORSHIP |
| THE CENTER FOR THE HOMELESS | |||||||
| 813 South Michigan | SOUTH BEND | IN | 46601 | 351768544 | 501(C)(3) | $32,000 | auction sponsor |
| UNITED WAY OF ST JOSEPH | |||||||
| 3517 E Jefferson | SOUTH BEND | IN | 46660 | 351063368 | 501(c)(3) | $50,000 | Corporate Sponsor |
| UNITY GARDENS INC | |||||||
| PO Box 10022 | South Bend | IN | 46628 | 270901122 | 501(C)(3) | $40,450 | project sponsor |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| PO Box 500 | Bloomington | IN | 47402 | 356018940 | 501(C)(3) | $15,000 | Sponsorship |
| YMCA OF MICHIANA INC | |||||||
| 1201 Northside Blvd | South Bend | IN | 46615 | 350868216 | 501(C)(3) | $40,000 | diabetes prevention sponsorship |
| CENTER FOR HOSPICE CARE FOUNDATION | |||||||
| 111 Sunnybrook Ct | South Bend | IN | 46637 | 300433147 | 501(C)(3) | $15,000 | Crossroads Campaign Pledge |
| Beacon Medical Group INC | |||||||
| 615 N MICHIGAN STREET | SOUTH BEND | IN | 46601 | 351536132 | 501(C)(3) | $1,523,576 | CONTRIBUTION FOR CLINICS |
| BETHEL COLLEGE | |||||||
| 1001 BETHEL CIRCLE | MISHAWAKA | IN | 46545 | 350935587 | 501(C)(3) | $35,000 | Nursing Lab Donation |
| DOWNTOWN SOUTH BEND | |||||||
| 217 S MICHIGAN ST | South Bend | IN | 46601 | 351546291 | 501(C)(6) | $50,000 | Community Sponsor |
| SOUTH BEND PARKS FOUNDATION INC | |||||||
| 321 E WALTER STREET | South Bend | IN | 46614 | 273843043 | 501(C)(3) | $40,000 | Sponsorship |
| ST JOSEPH COUNTY HEALTH DEPARTMENT | |||||||
| 227 W JEFFERSON BLVD | SOUTH BEND | IN | 46601 | 356000194 | 501(C)(3) | $6,000 | project sponsor |
| YWCA | |||||||
| 1102 S FELLOWS ST | SOUTH BEND | IN | 46617 | 350868226 | 501(C)(3) | $15,000 | program sponsor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | GRANT MONITORING PROCEDURES | FormAndLineReferenceDesc |
| Explanation | Sch I, PART I, QUESTION 2 Donations and grants given to organizations that improve the health and well-being of our community are monitored through Outcome Measurement Reports that are provided to Memorial by the various organizations. These reports inform us of how the donations and grants were used. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jeffrey P Costello | |||||||||||||
| CFO/Asst. Treasurer | $459,929 | $108,072 | $29,601 | $159,176 | $19,589 | $776,367 | |||||||
| Keith Sherry MD | |||||||||||||
| Employed Physician | $326,474 | $0 | $1,290 | $11,034 | $24,863 | $363,661 | |||||||
| Kreg Gruber | |||||||||||||
| CEO STARTING NOVEMBER 2017 | $515,723 | $111,282 | $13,752 | $159,087 | $21,426 | $821,270 | |||||||
| Cheryl Wibbens-Lesh MD | |||||||||||||
| Asst. Secr./VP | $337,315 | $34,025 | $3,970 | $12,319 | $25,013 | $412,642 | |||||||
| Dale A Patterson | |||||||||||||
| Employed Physician | $319,374 | $11,931 | $520 | $10,800 | $22,983 | $365,608 | |||||||
| PHILLIP NEWBOLD | |||||||||||||
| CEO - LEFT NOVEMBER 2017 | $807,254 | $215,000 | $688,699 | $217,827 | $15,415 | $1,944,195 | $135,543 | ||||||
| BRYAN BOYER | |||||||||||||
| Trustee/Employed Physician | $860,014 | $3,501 | $2,411 | $11,152 | $23,339 | $900,417 | |||||||
| Marion Mahone | |||||||||||||
| Employeed Physician | $249,812 | $11,370 | $9,240 | $10,800 | $8,754 | $289,976 | |||||||
| Matthew R Reed | |||||||||||||
| Employeed Physician | $249,823 | $10,903 | $240 | $10,465 | $6,136 | $277,567 | |||||||
| Larry Tracy | |||||||||||||
| President | $365,382 | $18,750 | $6,900 | $58,888 | $24,313 | $474,233 | |||||||
| LINDA A MANSFIELD | |||||||||||||
| EMPLOYED PHYSICIAN | $249,953 | $11,238 | $450 | $10,706 | $20,813 | $293,160 | |||||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | MEMORIAL HOSPITAL OF SOUTH BEND, INC. REIMBURSES DIRECTORS FOR THE TAX EFFECT OF THE 1099 REPORTABLE BENEFITS OF COMPLIMENTARY USE OF MEMORIAL'S HEALTH AND LIFESTYLE CENTER AND SPOUSAL TRAVEL. BEACON HEALTH SYSTEM ALSO REIMBURSES FOR DIRECT EXPENSES RELATED TO ANY TRAVEL ON THE ORGANIZATION'S BEHALF. SPOUSAL TRAVEL FOR THE FOLLOWING INDIVIDUALS WAS INCLUDED IN TAXABLE COMPENSATION: PHIL NEWBOLD AND KREG GRUBER HEALTH OR SOCIAL CLUB DUES FOR THE FOLLOWING INDVIDUALS WAS INCLUDED IN TAXABLE COMPENSATION: PETER BARANAY, THOMAS HAUCH, BRAD TOOTHAKER, KAREN BARNETT AND HUGH HEDMAN, MD. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS FOR THE FOLLOWING INDIVIDUALS WAS INCLUDED IN TAXABLE COMPENSATION: PETER BARANAY, THOMAS HAUCH, BRAD TOOTHAKER, KAREN BARNETT AND HUGH HEDMAN, MD. PART I, LINE 3 MEMORIAL HOSPITAL OF SOUTH BEND, INC. USES A RELATED ORGANIZATION'S (BEACON HEALTH SYSTEM, INC.) COMPENSATION REVIEW PROCESS. THIS REVIEW PROCESS INCLUDES AN EXTENSIVE EXAMINATION USING COMPARABLE MARKET DATA THAT IS THEN REVIEWED BY AN INDEPENDENT CONSULTANT HIRED BY, AND REPORTING TO, THE BOARD OF DIRECTORS. RECOMMENDATIONS ARE PRESENTED TO THE BOARD FOR DELIBERATION AND FINAL DECISION. SCH. J - PART 1, LINE 4B - EXECUTIVE RETENTION PLAN BEACON HEALTH SYSTEM IMPLEMENTED AN EXECUTIVE RETENTION PLAN TO ATTRACT AND RETAIN KEY EMPLOYEES BY PROVIDING ADDITIONAL DEFERRED COMPENSATION. THE CHIEF EXECUTIVE OFFICER WILL PARTICIPATE IN THE PLAN AND WILL SELECT OTHER PARTICIPANTS PURSUANT TO THE GUIDELINES SET BY THE EMPLOYER'S BOARD OF DIRECTORS. THE EMPLOYER MAY MAKE CONTRIBUTIONS UNDER THE PLAN AND HAS SOLE DISCRETION OVER WHETHER TO MAKE A CONTRIBUTION. VESTING OCCURS ON JANUARY 1 OF THE FIFTH YEAR FOR WHICH SUCH CONTRIBUTIONS ARE MADE FOR PARTICIPANTS WHO HAVE BEEN CONTINUOUSLY EMPLOYED. THE PLAN ALSO ALLOWS VESTING TO OCCUR IF THE PARTICIPANT ATTAINS THE AGE OF 62. THE FOLLOWING INDIVIDUALS RECEIVED VESTED PAYMENTS IN 2017, REFLECTED IN COLUMN (B)(III): . PHIL NEWBOLD $135,543 THE FOLLOWING INDIVIDUALS RECEIVED DEFFERED PAYMENTS IN 2017 THAT WILL VEST IN FUTURE YEARS, WHICH ARE REFLECTED IN COLUMN C: . PHIL NEWBOLD, $197,348 . JEFFREY COSTELLO, $77,367 . KREG GRUBER, $83,287 . LARRY TRACY, $51,968 BEACON HEALTH SYSTEM IMPLEMENTED AN EXECUTIVE LONGEVITY BONUS PLAN FOR THE PURPOSE OF PROVIDING A LONGEVITY BONUS FOR ITS' DESIGNATED EXECUTIVES. THIS UNFUNDED PLAN WAS EFFECTIVE APRIL 1, 2014. THE PARTICIPANTS MUST REMAIN IN AN ACTIVE EMPLOYMENT STATUS WITH BEACON FOR A PERIOD OF 5 CONSECUTIVE YEARS FROM THE EFFECTIVE DATE TO BE ELIGIBLE TO RECEIVE THE FULL LONGEVITY BONUS AMOUNT AT WHICH TIME VESTING IS 100%. VESTING PRIOR TO THE 5 YEARS IS AT 0%. THE MAXIMUM BONUS AWARD AT 100% VESTING IS $325,000. THE FOLLOWING INDIVIDUALS RECEIVED DEFFERED PAYMENTS IN 2017 THAT WILL VEST IN FUTURE YEARS, WHICH ARE REFLECTED IN COLUMN C: . JEFFREY COSTELLO, $65,000 . KREG GRUBER, $65,000 SCH. J - PART 1, LINE 7 - INCENTIVE PLANS THE ORGANIZATION HAS THREE INCENTIVE PLANS (EMPLOYEE, MANAGEMENT AND EXECUTIVE) WHICH HAVE A NET OPERATING INCOME TO BUDGET MEASUREMENT FOR THE PAYOUT THRESHOLD. THE EMPLOYEE PLAN SHARES THE EXCESS OVER BUDGET NET OPERATING INCOME WITH THE NON-MANAGMENT EMPLOYEES FOR BEACON HEALTH SYSTEM, INC AND THE AFFILIATED ENTITIES. THE EMPLOYEE INCENTIVE HAS A MAXIMUM CAP OF $4,500,000. THE PAYOUT AND AMOUNT OF THE PAYOUT FOR THE EMPLOYEE INCENTIVE PLAN IS MADE AT THE DISCRETION OF THE BOARD. THE MANAGEMENT INCENTIVE PLAN PAYS A SLIDING PERCENTAGE OF BASE COMPENSATION IF THE NET OPERATING INCOME IS EQUAL TO OR GREATER THAN 80% OF THE BUDGETED NET OPERATING INCOME. THE SLIDING SCALE CAPS WHEN OPERATING INCOME REACHES 120% OF THE BUDGETED OPERATING INCOME. THE PAYOUT OF THE MANAGEMENT INCENTIVE PLAN IS MADE AT THE DISCRETION OF THE BOARD. EXECUTIVES ARE COVERED UNDER THE BEACON HEALTH SYSTEM EXECUTIVE SHORT-TERM INCENTIVE PLAN (ESTIP). THE ESTIP PLAN PAYS A SLIDING PERCENTAGE OF BASE COMPENSATION IF THE NET OPERATING INCOME IS EQUAL TO OR GREATER THAN 80% OF THE BUDGETED NET INCOME. THE SLIDING SCALE CAPS WHEN OPERATING INCOME REACHES 120% OF THE BUDGETED OPERATING INCOME. THE PAYOUT OF THE ESTIP IS MADE AT THE DISCRETION OF THE BOARD. | ExplanationTxt |
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 |
|---|---|---|---|---|---|---|---|---|
| IN Finance Authority | ||||||||
| A | 351602316 | 45471AQL9 | 2017-09-08 | $37,240,000 | REFUND BONDS ISSUED 03/16/2006 | false | false | false |
| HOSPITAL AUTHORITY OF SAINT JOSEPH COUNTY | ||||||||
| B | 356311914 | 79062WAA6 | 2013-05-21 | $45,523,353 | REFUND BONDS ISSUED 05/10/2007 | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| C | 351602316 | 45471ALS9 | 2013-05-21 | $96,069,836 | REFUND BOND ISSD 2/3/98 & 10/22/08 | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| D | 351602316 | 000000000 | 2013-04-29 | $7,492,187 | URGENT CARE HELICOPTER | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $37,240,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $37,240,000 | $0 | 2000 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $45,523,353 | $0 | $0 | $0 | $511,271 | $0 | $0 | $0 | $45,012,082 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $17,860,721 | $0 | $96,069,836 | $0 | $0 | $0 | $764,791 | $0 | $0 | $0 | $95,305,045 | $0 | 2003 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $4,926,300 | $0 | $7,492,187 | $0 | $0 | $0 | $66,925 | $0 | $0 | $7,425,262 | $0 | $0 | 2013 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | |||||||||
| B | 0 | false | false | Yes (true) | Yes (true) | false | false | false | false | Yes (true) |
| C | 0 | false | false | Yes (true) | Yes (true) | false | false | false | false | Yes (true) |
| D | 0 | false | false | false | false | false | false | false | Yes (true) |
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 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO BANK NA | |||||||||||||
| A | false | false | Yes (true) | false | Yes (true) | Yes (true) | 21.7 | false | false | false | 0 | false | Yes (true) |
| 0 | |||||||||||||
| B | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) | |||
| 0 | |||||||||||||
| C | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) | |||
| 0 | |||||||||||||
| D | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Valley Screen Processing | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Board member greater than 35% ownership | RelationshipDescriptionTxt |
| Transaction | $285,349 | TransactionAmt |
| Transaction | Purchased Services | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GIFT SHOP NON-CASH CONTRIBUTION | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $163,470 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST DONATED PROPERT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I | FormAndLineReferenceDesc |
| Explanation | FOR 2017, THE QUANTITY IN COLUMN B ILLUSTRATES THE NUMBER OF CONTRIBUTIONS. SCHEDULE M, PART I, LINE 25 THE GIFT SHOP NON-CASH CONTRIBUTION WAS RECEIVED BY BEACON HEALTH FOUNDATION (EIN 35-1536129) AND TRANSFERRED TO MEMORIAL HOSPITAL OF SOUTH BEND, INC. SCHEDULE M, PART I, LINE 31 BEACON HEALTH FOUNDATION HAS A WRITTEN POLICY FOR REVIEW OF ALL GIFTS, IT DOES NOT SPEAK SPECIFICALLY TO NON-STANDARD GIFTS, HOWEVER THERE IS A REVIEW PROCESS IN PLACE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CORE FORM, PART I, LINE 6 | VOLUNTEERS - MEMORIAL HOSPITAL OF SOUTH BEND HAS A DEPARTMENT CALLED AMBASSADOR AND CUSTOMER SERVICES. IT IS THE RESPONSIBILITY OF THIS DEPARTMENT TO RECRUIT, ORIENT, PROCESS AND PLACE NEW AMBASSADORS IN APPROXIMATELY 30 SERVICE AREAS OF THE HOSPITAL. IT IS ALSO THE RESPONSIBILITY OF THE DEPARTMENT TO FOLLOW UP, SCHEDULE AND RECOGNIZE AMBASSADORS. SOME OF THE AREAS OF SERVICE INCLUDE A MAJOR SURGERY WAITING ROOM, PATIENT ESCORTS, FLOWER DELIVERY, MAIL DELIVERY, LIVING HISTORY PROGRAM, EMERGENCY DEPARTMENT VOLUNTEERS AND COOKIE BAKERS. IN 2017, MEMORIAL HAD 454 VOLUNTEERS IN THIS PROGRAM WHO SERVED 42,163 HOURS. CORE FORM, PART III, LINE 4D OTHER PROGRAM SERVICES OTHER PROGRAM SERVICES INCLUDE PSYCHIATRIC DEPARTMENTS, SOCIAL SERVICES, COMMUNITY OUTREACH PROGRAMS, TITHING, GRANTS, AND SUPPORTING SERVICES SUCH AS ADMINISTRATION, FINANCE, PAYROLL, PATIENT ACCOUNTING, LAUNDRY SERVICES, HEALTH AND LIFESTYLE CENTER, AND MEDICAL RECORDS. DUE TO THE NON-REVENUE GENERATING OR COMMUNITY INVESTMENT NATURE OF MANY OF THE PROGRAMS, THEY OPERATE AT A LOSS. SEE SCHEDULE H FOR DETAILS ON THE HOSPITALS TITHING AND COMMUNITY OUTREACH REPRESENTED IN OTHER PROGRAM SERVICES. CORE FORM, PART VI, SECTION A, QUESTION 6 MEMBERS OF THE ORGANIZATION - BEACON HEALTH SYSTEM, INC. IS THE SOLE CORPORATE MEMBER OF MEMORIAL HOSPITAL OF SOUTH BEND, INC. CORE FORM, PART VI, SECTION A, QUESTION 7A ELECTION OF BOARD MEMBERS THE CORPORATE MEMBER SHALL APPOINT THE BOARD OF DIRECTORS OF MEMORIAL HOSPITAL OF SOUTH BEND AND SHALL HAVE SUCH POWERS OF ADVANCE APPROVAL REGARDING CORPORATE ACTIONS AS ARE DELINEATED IN THE BY-LAWS OF MEMORIAL HOSPITAL OF SOUTH BEND. CORE FORM, PART VI, SECTION A, QUESTION 7B DECISIONS OF THE BOARD OF DIRECTORS DECISIONS OF THE BOARD OF DIRECTORS MUST BE APPROVED BY THE CORPORATE MEMBER. CORE FORM, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE ORGANIZATION INCORPORATES NUMEROUS PARTIES IN THE PRODUCTION AND REVIEW OF THE FORM 990 AND ASSOCIATED SCHEDULES. SENIOR ACCOUNTING STAFF AND MANAGEMENT COMPLETE THE FORM 990 AND SCHEDULES. SOME FORMS AND SCHEDULES ARE REVIEWED BY THE CONTROLLER. SUBSEQUENT TO THOSE STEPS, THE ORGANIZATION ENGAGED ERNST & YOUNG TO REVIEW THE COMPLETED FORM 990 AND APPROPRIATE SCHEDULES. PRIOR TO FILING THE RETURN, THE CFO, THE COMPENSATION COMMITTEE OF THE ORGANIZATION AND THE CEO CONDUCT A GENERAL OVERVIEW OF THE FORM 990, INCLUDING APPLICABLE COMPENSATION SCHEDULES. IN ADDITION, EACH BOARD MEMBER RECEIVES NOTIFICATION OF THE IRS FORM 990 PLACEMENT ON THE ORGANIZATION'S BOARD PORTALS WHICH ALLOWS FOR BOARD MEMBER REVIEW PRIOR TO FILING THE RETURN. CORE FORM, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURE THERE ARE THREE SEPARATE FORMS THAT ARE SENT OUT THROUGH THE INTERNAL AUDIT DEPARTMENT TO KEY EMPLOYEES OR BOARD MEMBERS REGARDING CONFLICT OF INTEREST. THEY ARE AS FOLLOWS: 1. THE FIRST IS A CONFLICT OF INTEREST STATEMENT THAT IS SENT TO SENIOR LEVEL ADMINISTRATION, MANAGEMENT, AND SELECT STAFF SUCH AS PURCHASING DEPARTMENT EMPLOYEES. THE PURPOSE OF THE STATEMENT IS TO REQUIRE THESE EMPLOYEES TO DISCLOSE ANY POTENTIAL CONFLICT OF INTERESTS THEY MAY HAVE. THE STATEMENTS ARE SENT IN JANUARY OF EACH YEAR FOR THE PREVIOUS YEAR ACTIVITIES AND WE PURSUE THE REPLIES TO GET A 100% RESPONSE RATE. IN THE CURRENT YEAR WE SENT OUT OVER 320 STATEMENTS AND ARE WORKING TO ACHIEVE A 100% RESPONSE RATE. EACH RESPONSE IS REVIEWED BY THE DIRECTOR OF INTERNAL AUDIT AND THE RESULTS ARE REPORTED TO THE CEO OF BEACON HEALTH SYSTEM, THE AUDIT COMMITTEE CHAIRMAN, AS WELL AS THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. 2. THE SECOND STATEMENT IS THE BOARD DUALITY OF INTEREST STATEMENT THAT IS SENT TO CURRENT BOARD MEMBERS, FORMER BOARD MEMBERS FROM THE LAST FIVE YEARS, AND OTHER KEY EMPLOYEES. THE DUALITY OF INTEREST STATEMENT IS SENT USING A WEB BASED SURVEY TOOL PROVIDED BY ERNST & YOUNG. THE REPLIES ARE REVIEWED BY THE DIRECTOR OF INTERNAL AUDIT. THE RESULTS OF THE SURVEYS ARE SUMMARIZED USING THE WEB BASED TOOL, AND ARE REVIEWED BY ERNST & YOUNG IN COMPLETING THE 990. THE RESULTS ARE REPORTED TO THE CEO OF BEACON HEALTH SYSTEM, THE AUDIT COMMITTEE CHAIRMAN, AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. 3. THE THIRD STATEMENT IS ENTITLED "CODE OF ETHICS FOR SENIOR FINANCIAL OFFICERS". THE STATEMENT REQUIRES AN ACKNOWLEDGEMENT FORM TO BE SIGNED BY BEACON HEALTH SYSTEM'S KEY FINANCIAL EMPLOYEES THAT BEACON'S FINANCIAL INFORMATION IS TO THE BEST OF THEIR KNOWLEDGE TRUE AND ACCURATE. THIS STATEMENT WAS SENT OUT IN EARLY MARCH 2018 AND THE SIGNED ACKNOWLEDGEMENTS ARE KEPT BY THE DIRECTOR OF INTERNAL AUDIT. IN 2018, 17 DESIGNATED EMPLOYEES WERE REQUESTED TO SIGN THE FORM AND WE HAD A 100% COMPLIANCE RATE. ANY POTENTIAL CONFLICTS OF INTERESTS ARE REVIEWED BY INDEPENDENT PARTIES BOTH INTERNAL AND EXTERNAL TO THE ORGANIZATION, AND IF NECESSARY, CORRECTIVE ACTION WOULD BE TAKEN TO RESOLVE A TRUE CONFLICT. THE INDIVIDUAL WITH THE POTENTIAL CONFLICT OF INTEREST WOULD BE EXCLUDED FROM ALL REVIEW PROCEEDINGS. CORE FORM, PART VI, SECTION B, LINE 15A & 15B COMPENSATION DETERMINATION PROCESS MEMORIAL HOSPITAL OF SOUTH BEND'S PARENT, BEACON HEALTH SYSTEM, INC. HAS AN EXTENSIVE EXAMINATION THAT IS CONDUCTED, FOR VICE PRESIDENT AND HIGHER, USING COMPARABLE MARKET DATA THAT IS THEN REVIEWED BY AN INDEPENDENT CONSULTANT HIRED BY, AND REPORTING TO, THE BOARD OF DIRECTORS. HUMAN RESOURCES CONDUCTS THE ANALYSIS AND MAKES RECOMMENDATIONS TO THE CEO WHO THEN MAKES THE RECOMMENDATIONS FOR ALL OTHER EXECUTIVES/OFFICERS TO THE BOARD FOR APPROVAL. THE INDEPENDENT CONSULTING GROUP SEPARATELY MAKES THE RECOMMENDATIONS REGARDING THE CEO'S COMPENSATION TO THE BOARD FOR APPROVAL. RECOMMENDATIONS ARE PRESENTED TO THE COMPENSATION COMMITTEE OF THE BEACON HEALTH SYSTEM, INC. BOARD FOR DELIBERATION AND FINAL DECISION. DELIBERATION AND FINAL DECISION ARE PERFORMED BY THE INDEPENDENT MEMBERS OF THE BOARD. CORE FORM, PART VI, SECTION C, LINE 19 AVAILABILITY OF ORGANIZATIONAL DOCUMENTS THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE DISTRIBUTED QUARTERLY TO THE ELECTRONIC MUNICIPAL MARKET ACCESS (EMMA) WEBSITE AS PART OF THE CONTINUING DISCLOSURES FOR THE BEACON HEALTH SYSTEM, INC. BONDS. |
| PART XI, LINE 9 | Other Changes in the net assets of Fund Balances Write off Inter company, Beacon Medical Group, Inc. 233,467 Write off Inter company, Elkhart General Hospital, Inc. (1,634,462) Write off Inter company, Beacon Health System, Inc. (150,747,165) Write off Inter company, Beacon Health Ventures, Inc. (610) Change in interest in recipient org (1,814,153) Loss on Bond Refunding (203,968) Other Variance due to rounding (5) TOTAL (154,166,896) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Beacon Medical Group Inc | ||||||||||
| 615 N Michigan Street | South Bend | IN | 46601 | 351536132 | PHY PRACTICES | IN | 501(C)(3) | 10 | BHS | Yes (true) |
| Beacon Health Foundation Inc | ||||||||||
| 615 N Michigan Street | South Bend | IN | 46601 | 351536129 | Financial Sup | IN | 501(C)(3) | 7 | BHS | Yes (true) |
| Elkhart General Hospital Inc | ||||||||||
| 600 East Boulevard | Elkhart | IN | 46514 | 350877574 | Hospital | IN | 501(C)(3) | 3 | BHS | Yes (true) |
| MEMORIAL ENDOWMENT FUND FOR MEM HOS | ||||||||||
| PO BOX 1602 | SOUTH BEND | IN | 46634 | 356068581 | ENDOWMENT | IN | 501(C)(3) | 12D | MHSB | Yes (true) |
| BEACON HEALTH SYSTEM Inc | ||||||||||
| 615 N MICHIGAN STREET | SOUTH BEND | IN | 46601 | 453864076 | Parent Org | IN | 501(C)(3) | 12A | NA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt |
|---|---|---|---|---|---|---|---|---|
| BEACON HEALTH VENTURES INC | ||||||||
| 615 N Michigan Street | South Bend | IN | 46601 | 351901068 | Home Medical | IN | NA | C |
| BEACON HEALTH VENTURES MICHIGAN INC | ||||||||
| 615 N MICHIGAN ST | SOUTH BEND | IN | 46601 | 208259773 | HOME MEDICAL | MI | NA | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BEACON HEALTH VENTURES INC | ||
| Q | $208,609 | ACTUAL CHARGES |
| ELKHART GENERAL HOSPITAL INC | ||
| P | $215,328 | ACTUAL CHARGES |
| ELKHART GENERAL HOSPITAL IN | ||
| Q | $9,926,807 | ACTUAL CHARGES |
| ELKHART GENERAL HOSPITAL INC | ||
| R | $7,502,174 | INTERCO TRNSFR |
| BEACON HEALTH FOUNDATION | ||
| C | $2,983,222 | ACTUAL CHARGES |
| BEACON HEALTH FOUNDATION | ||
| Q | $100,672 | ACTUAL CHARGES |
| BEACON MEDICAL GROUP | ||
| B | $1,523,576 | ACTUAL CHARGES |
| BEACON MEDICAL GROUP | ||
| P | $2,332,952 | WRITE OFF INTER |
| BEACON MEDICAL GROUP | ||
| Q | $5,699,460 | CASH TRANSFER |
| BEACON MEDICAL GROUP | ||
| R | $110,337 | WRITE OFF INTER |
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