2017-05-15T11:00:17-05:00 2016-06-30 BKD LLP 14241 DALLAS PKWY STE 1100 DALLAS TX 75254 990 2015-07-01 752028241 CHRISTUS-Trinity Mother Frances Foundation % CHRISSY RAMSEY CHRI 9036065639 1315 Doctors Drive Tyler TX 75701 ELIZABETH PULLIAM VP of Finance 9036065639 2017-05-15 true Jeanette Verrelli P00742631 9727028262 2015 2021-01-29 14:40:06Z Scott Fossey 100 E Ferguson St Tyler TX 75702 64879355 false X WWW.TMFHC.ORG X 1984 TX The Foundation's primary mission is to receive funds for the benefit of Mother Frances Regional Health care Center. The Foundation seeks funding ... (see Schedule O) 16 12 0 14 0 0 1884112 57223754 44499 82500 595679 266491 0 -502 2524290 57572243 2646933 2007284 0 0 0 0 0 0 0 144632 419094 2791565 2426378 -267275 55145865 10114196 65391944 884686 1278561 9229510 64113383 X CHRISTUS-TRINITY MOTHER FRANCES FOUNDATION HAS AS ITS PRIMARY MISSION TO RECEIVE FUNDS FOR THE BENEFIT OF MOTHER FRANCES REGIONAL HOSPITAL HEALTH CARE CENTER. AS PART OF MEETING THAT MISSION, THE FOUNDATION SEEKS FUNDING FROM THE COMMUNITY AT LARGE TO SUPPORT ACTIVITIES SUCH AS CHILDREN'S MIRACLE NETWORK, PEARLS AND PROMISES GALA, AND CAPITAL CAMPAIGNS FOR HOSPITAL GROWTH. false false 2334831 2007284 82500 THE CHRISTUS TRINITY MOTHER FRANCES FOUNDATION SUPPORTS MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER AND TRINITY CLINIC THROUGH CHRISTUS TRINITY MOTHER FRANCES HEALTH SYSTEM. 2334831 true true false false false false false false false true false false false true true true false true false false false false false false true false false true true true false false false false false false false false false false false false false true true true false false true X 0 0 0 false false false false false false false false false false X 16 12 true false true false false true false true true false false true true true true true true false false false X CHRISSY RAMSEY 9036065639 1315 DOCTORS DRIVE TYLER TX 75701 X RANDALL CHILDRESS Chairman 1.0 1.0 X X 0 0 0 DAVID DYKES MD Treasurer 1.0 0.0 X X 0 0 0 MARY FAULKNER VP 1.0 0.0 X 0 0 0 TERRY GILES DIRECTOR 1.0 0.0 X 0 0 0 SISTER IRENE ASZTEMBORSKA DIRECTOR 1.0 1.0 X 0 0 0 BISHOP JOSEPH STRICKLAND DIRECTOR 1.0 0.0 X 0 0 0 JOHN WILLIAMS DIRECTOR 1.0 0.0 X 0 0 0 CLAYTON WHITNEY MD DIRECTOR 1.0 39.0 X 0 753754 12438 JAMES CACCITOLO MD DIRECTOR 1.0 39.0 X 0 931932 15928 LUIS HARO MD DIRECTOR 1.0 39.0 X 0 188188 9446 PATRICK THOMAS MD DIRECTOR 1.0 1.0 X 0 49596 0 DENNIS BOX DIRECTOR 1.0 0.0 X 0 0 0 THOMAS BROWN DIRECTOR 1.0 0.0 X 0 0 0 MARILYN HARDY DIRECTOR 1.0 0.0 X 0 0 0 STEVE HELLMUTH DIRECTOR 1.0 0.0 X 0 0 0 ALAN JONES DIRECTOR 1.0 0.0 X 0 0 0 SCOTT FOSSEY VP/Executive Director 20.0 20.0 X 0 272864 11176 MARY JACKSON VP 0.0 40.0 X 0 293861 10901 0 2490195 59889 0 true true false 0 X 253491 49750000 50871 7169392 57223754 SYMPOSIUM REVENUE 900099 82500 82500 82500 24294 24294 0 0 0 0 0 7548807 7306610 242197 242197 242197 0 253491 502 -502 -502 0 0 0 57572243 82500 265989 1829828 1829828 177456 177456 0 0 0 0 0 0 0 0 0 0 0 0 0 78612 78612 0 0 0 0 0 0 0 0 85299 85299 0 0 0 0 BAD DEBT EXPENSE 86590 86590 0 BANK FEES 12935 0 12935 COMMUNITY EDUCATION 155658 155658 . 0 2426378 2334831 91547 0 0 0 1521653 2031221 541819 2934528 0 0 0 0 0 0 0 0 0 0 0 0 0 7991801 20375480 0 0 0 0 0 0 58923 40050715 10114196 65391944 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 884686 1278561 884686 1278561 X 46347 49870556 7124267 11738931 2058896 2503896 9229510 64113383 10114196 65391944 55145865 -261992 X false true X true false X X 2 MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER 750818167 3 true 1719567 0 TRINITY CLINIC 752616977 3 false 55401 0 2 1774968 0 false false false false false true false false false false false false false false false true false SCHEDULE A, PART IV, SECTION A, LINE 1 ORGANIZATIONS NOT LISTED BY NAME IN THE GOVERNING DOCUMENTS: THE FOUNDATION'S ARTICLES OF INCORPORATION ONLY LIST MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER BY NAME. THE ARTICLES ALSO STATE THAT THE FOUNDATION SUPPORTS ANY ORGANIZATION EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) WHICH QUALIFIES TRINITY CLINIC AS A SUPPORTED ORGANIZATION. TRINITY CLINIC HAS A HISTORIC AND CONTINUING RELATIONSHIP WITH THE FOUNDATION THROUGH THE COMMON CONTROL OF CHRISTUS TRINITY MOTHER FRANCES HEALTH SYSTEM. SCHEDULE A, PART IV, SECTION A, LINE 6 SUPPORT PROVIDED TO OTHER THAN THE SUPPORTED ORGANIZATIONS: THE ORGANIZATION ALSO PROVIDES GRANTS TO INDIVIDUALS FOR EMERGENCY HARDSHIP, TRANSPORTATION AND TRAINING REGISTRATION FEES. THE INDIVIDUALS WHO RECEIVE THESE GRANTS ARE EMPLOYEES OF THE SUPPORTED ORGANIZATION, AND THEREFORE SUPPORTING THEM FALLS UNDER THE PURPOSE OF THE FOUNDATION. MEDICAL BILLS ARE PAID FOR PATIENTS WHO RECEIVED CARE FROM THE SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2885950 445000 -118741 26838 3185371 2762072 124878 1000 2885950 2414694 360569 13191 2762072 2408876 163752 157934 2414694 2350337 30875 27664 2408876 0.00000 0.78610 0.21390 false false BENEFICIAL INTEREST IN TRUST 50715 Due from affiliates 40000000 40050715 0 DUE TO AFFILIATES 1278561 1278561 X 2415221 -261992 2329267 2067275 347946 57224297 57224297 57572243 2341003 2341003 85375 85375 2426378 SCHEDULE D, PART V, LINE 4 Intended use of the organization's endowment funds: THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR THE ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND ITEMS SUPPORTED BY THE ENDOWMENT WHILE SEEKING TO MAINTAIN ITS PURCHASING POWER. SCHEDULE D, PART X, LINE 2 LIABILITY FOR UNCERTAIN TAX POSITIONS: The authoritative guidance in Accounting Standards Codification Topic 740, Income Taxes, creates a single model to address uncertainty in tax positions and clarifies the accounting for income taxes by prescribing the minimum recognition threshold a tax position is required to meet before being recognized in the financial statements. Under the requirements of this guidance, tax-exempt organizations could be required to record an obligation as the result of a tax position they have historically taken on various tax exposure items. The Health System has interest in various taxable entities which may give rise to U.S. tax exposures. There are no material unrecorded tax liabilities as of June 30, 2016. SCHEDULE D, PART XI, LINE 2D RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: Net assets released from restrictions $2,414,642 Bad Debt Expense $(86,590) Other classification differences $1,215 ----------- TOTAL $2,329,267 SCHEDULE D, PART XI, LINE 4B RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: Contributions in net assets $57,224,297 SCHEDULE D, PART XII, LINE 4B RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH RETURN: Bad Debt Expense $86,590 Other classification differences $(1,215) ---------- TOTAL $85,375 toast East TX 253491 253491 167 335 0 253491 253491 167 335 502 -502 true Mother Frances Hospital Regional HC Ctr 1315 Doctors Drive Tyler TX 75701 750818167 501(c)(3) 1719567 Hospital Eqmt/SANE Trinity Clinic 1315 Doctors Drive Tyler TX 75701 752616977 501(c)(3) 55401 RESPITE PROGRAM Brookshire Grocery Company PO Box 1411 Tyler TX 75710 750865842 7000 2016 Golf Tournament 2 1 EMERGENCY HARDSHIPS 78 43000 Medical Services 20 9139 Transportation 6 14220 Education/Training 3 10805 Donor Support 2 100292 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S.: THE FOUNDATION EVALUATES AND MONITORS DONEES BASED ON PUBLIC AND PRIVATE DATA. false false false false false false false false false CLAYTON WHITNEY MD DIRECTOR 0 530200 0 201114 0 22440 0 9938 0 2500 0 766192 0 0 JAMES CACCITOLO MD DIRECTOR 0 875547 0 51945 0 4440 0 9938 0 5990 0 947860 0 0 LUIS HARO MD DIRECTOR 0 174228 0 0 0 13960 0 5453 0 3993 0 197634 0 0 SCOTT FOSSEY VP/Executive Director 0 208493 0 52000 0 12371 0 5757 0 5419 0 284040 0 0 MARY JACKSON VP 0 226469 0 52000 0 15392 0 8721 0 2180 0 304762 0 0 SCHEDULE J, PART I , LINE 3 EXECUTIVE COMPENSATION: A RELATED ORGANIZATION DETERMINES COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR THROUGH THE USE OF THE FOLLOWING: - COMPENSATION COMMITTEE - WRITTEN EMPLOYMENT CONTRACT - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE SCHEDULE J, PART II COMPENSATION FROM RELATED ORGANIZATIONS: THE GOVERNING BOARD OF CHRISTUS TRINITY MOTHER FRANCES HEALTH SYSTEM, UPON ADVICE FROM NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS, WHO PERIODICALLY REVIEW ALL EXECUTIVE COMPENSATION, APPROVED A DEFERRED COMPENSATION PLAN THAT PROVIDES A 65% TOTAL RETIREMENT BENEFIT FOR SENIOR EXECUTIVES THAT SERVE 20 YEARS OR MORE. THIS PROGRAM HAS BOTH RETENTION AND NON-COMPETITION CLAUSES THAT CREATE A RISK OF FORFEITURE. DEFERRED COMPENSATION IS SUBJECT TO A RISK OF FORFEITURE BASED ON RETENTION, NON-COMPETITION AND OTHER CONTRACTUAL FACTORS. ACCRUALS OF DEFERRED COMPENSATION ARE NOT INCLUDIBLE IN W-2 COMPENSATION UNTIL PAID. OTHER EMPLOYEE BENEFITS INCLUDE QUALIFIED PENSION PLANS, HEALTH, DENTAL AND LIFE INSURANCE PLANS, DISABILITY INSURANCE, ETC. TAXABLE EXPENSES ARE INCLUDED IN THE W-2 PAID COMPENSATION SALARY AMOUNT. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, THE FORM IS REVIEWED BY THE ORGANIZATION'S INTERNAL ACCOUNTANTS, AND A COPY IS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C PROCESS TO MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY: THE BOARD REVIEWS AND RESOLVES, IF NECESSARY, ANY TRANSACTIONS AS THEY ARISE THROUGHOUT THE YEAR IN ACCORDANCE WITH POLICY STANDARDS. THE ORGANIZATION'S INTERNAL ACCOUNTANTS DISTRIBUTE AND REVIEW ANNUAL QUESTIONNAIRES TO IDENTIFY ANY POTENTIAL CONFLICTS OF THE BOARD MEMBERS AND OFFICERS. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, THE INDIVIDUAL IS REMOVED FROM DISCUSSIONS AND CANNOT VOTE ON ANY TRANSACTIONS INVOLVING THE CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A COMPENSATION FROM RELATED ORGANIZATIONS: THE GOVERNING BOARD OF CHRISTUS TRINITY MOTHER FRANCES HEALTH SYSTEM, UPON ADVICE FROM NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS, WHO PERIODICALLY REVIEW ALL EXECUTIVE COMPENSATION, APPROVED A DEFERRED COMPENSATION PLAN THAT PROVIDES A 65% TOTAL RETIREMENT BENEFIT FOR SENIOR EXECUTIVES THAT SERVE 20 YEARS OR MORE. THIS PROGRAM HAS BOTH RETENTION AND NON-COMPETITION CLAUSES THAT CREATE A RISK OF FORFEITURE. DEFERRED COMPENSATION IS SUBJECT TO A RISK OF FORFEITURE BASED ON RETENTION, NON-COMPETITION AND OTHER CONTRACTUAL FACTORS. ACCRUALS OF DEFERRED COMPENSATION ARE NOT INCLUDIBLE IN W-2 COMPENSATION UNTIL PAID. OTHER EMPLOYEE BENEFITS INCLUDE QUALIFIED PENSION PLANS, HEALTH, DENTAL AND LIFE INSURANCE PLANS, DISABILITY INSURANCE, ETC. TAXABLE EXPENSES ARE INCLUDED IN THE W-2 PAID COMPENSATION SALARY AMOUNT. FORM 990, PART V, LINE 1A 1099S REPORTED BY ORGANIZATION: NO 1099S WERE ISSUED BY THE FILING ORGANIZATION. THE ORGANIZATION'S 1099S ARE ISSUED BY A RELATED ORGANIZATION, MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER, WHO REPORTS ALL 1099S FOR THE ENTIRE SYSTEM AND ALLOCATES EXPENSES TO THE APPROPRIATE RELATED ORGANIZATION; THEREFORE, THIS QUESTION IS ANSWERED AS "NONE" FOR THIS FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 2 RELATIONSHIPS BETWEEN OFFICERS & DIRECTORS: THE OFFICERS AND DIRECTORS REPORTED ON PART VII WITH COMPENSATION FROM RELATED ORGANIZATIONS HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER THROUGH THEIR EMPLOYMENT WITH THE RELATED ORGANIZATIONS. FORM 990, PART I, LINE 1 ... (CONTINUED FROM PART I) FROM THE COMMUNITY TO SUPPORT ACTIVITIES FOR HOSPITAL GROWTH. FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS: THE GOVERNING DOCUMENTS WERE AMENDED AS OF MAY 1, 2016. THE DOCUMENTS WERE AMENDED TO REFLECT THE NAME CHANGE OF THE ORGANIZATION FROM MOTHER FRANCES HOSPITAL FOUNDATION TO CHRISTUS-TRINITY MOTHER FRANCES FOUNDATION. THE AMENDMENTS ALSO INCLUDED A CHANGE TO REMOVE THE MEMBER DESIGNATION OF MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER, THE DESCRIPTION OF THE PURPOSES OF THE ORGANIZATION AND THE COMPOSITION OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A INDIVIDUALS WHO MAY ELECT MEMBERS OF THE GOVERNING BODY: AS STATED IN THE ARTICLES OF FORMATION, MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER, THE SUPPORTED ORGANIZATION, HAS THE POWER TO APPOINT THE MAJORITY OF THE DIRECTORS WITHIN THE GOVERNING BODY. TRINITY CLINIC 1315 DOCTORS DRIVE TYLER TX 75701 752616977 HEALTHCARE TX 501(C)(3) 3 CTMFHS true MOTHER FRANCES HOSPITAL REGIONAL HC CTR 1315 DOCTORS DRIVE TYLER TX 75701 750818167 HOSPITAL TX 501(C)(3) 3 CTMFHS true MOTHER FRANCES HOSPITAL - JACKSONVILLE 1315 DOCTORS DRIVE TYLER TX 75701 751976930 HOSPITAL TX 501(C)(3) 3 CTMFHS true REGIONAL MEDICAL SERVICES ASSOCIATION 1315 DOCTORS DRIVE TYLER TX 75701 752511459 HEALTHCARE TX 501(C)(3) 3 MFH REG true CHRISTUS TRINITY MF HEALTH SYSTEM 1315 DOCTORS DRIVE TYLER TX 75701 752616975 SUPPORT TX 501(C)(3) 11, TYPE II CH false MOTHER FRANCES HOSPITAL - WINNSBORO 1315 DOCTORS DRIVE TYLER TX 75701 752771569 HOSPITAL TX 501(C)(3) 3 CTMFHS true ALIGNED PROVIDERS OF EAST TEXAS 1315 DOCTORS DRIVE TYLER TX 75701 465720165 HEALTHCARE TX 501(C)(3) 3 MFH REG true CSFN MISSION & MINISTRY INC 4001 GRANT AVENUE PHILADELPHIA PA 19114 205728802 SPONSORSHIP PA 501(C)(3) 1 NA false CHRISTUS HEALTH 919 HIDDEN RIDGE IRVING TX 75038 760590551 SPT Hlth Svcs TX 501(C)(3) 9 NA false TRI-STATE FINANCIAL LLC 1315 DOCTORS DRIVE TYLER TX 75701 752728318 DORMANT TX CTMFHS C-CORPORATION true TRINCARE INC 1315 DOCTORS DRIVE TYLER TX 75701 752161369 RETAIL HEALTH SVC TX CTMFHS C-CORPORATION true HEALTHPLAN OF TEXAS INC 514 S BECKHAM TYLER TX 75701 752636832 THIRD PARTY ADMIN TX CTMFHS C-CORPORATION true THE REGIONAL HEALTHCARE ALLIANCE 1315 DOCTORS DRIVE TYLER TX 75701 752484109 PREFER PROVIDER TX CTMFHS C-CORPORATION true TEXAS HEALTH FACILITY INSUR CORP LTD PO BOX 1109 BWI GRAND CAYMAN CJ 980136025 INSURANCE CJ MFH REG C-CORPORATION true CHARITABLE REMAINDER TRUST (1) TRUST TX NA TRUST false true true false false false false false false false false false false false true true true true true MOTHER FRANCES HOSPITAL REGIONAL HC CENTER B 1719567 CASH VALUE MOTHER FRANCES HOSPITAL REGIONAL HC CENTER S 1356114 CASH VALUE MOTHER FRANCES HOSPITAL REGIONAL HC CENTER Q 929470 CASH VALUE MOTHER FRANCES HOSPITAL REGIONAL HC CENTER R 231904 CASH VALUE TRINITY CLINIC B 55401 CASH VALUE SCHEDULE R, PART II, COLUMN F DIRECT CONTROLLING ENTITY: CHRISTUS HEALTH ("CH") IS THE TOP LEVEL ORGANIZATION WHICH DIRECTLY OR INDIRECTLY CONTROLS ALL OF THE LOWER TIERED ORGANIZATIONS. THE FOLLOWING RELATED ORGANIZATIONS REPORTABLE IN PART II ARE DIRECTLY CONTROLLED BY CHRISTUS TRINITY MOTHER FRANCES HEALTH SYSTEM ("CTMFHS"): MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER MOTHER FRANCES HOSPITAL - JACKSONVILLE CHRISTUS-TRINITY MOTHER FRANCES FOUNDATION TRINITY CLINIC MOTHER FRANCES HOSPITAL - WINNSBORO REGIONAL MEDICAL SERVICES ASSOCIATION AND ALIGNED PROVIDERS OF EAST TEXAS ARE DIRECTLY CONTROLLED BY MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER ("MFH REG"). THE ABOVE DIRECT CONTROLLING ENTITIES, "CTMFHS"MFH REG", ARE ALSO THE CONTROLLING ENTITIES FOR THE CORPORATIONS LISTED IN PART IV.