2017-05-13T09:02:55-05:00 2016-06-30 990 2015-07-01 630868066 St Vincent's Foundation of Alabama Inc STVI 2058386151 1 Medical Park East Drive Birmingham AL 35235 Jennifer Kingry CFO, BIRMINGHAM MINISTRY MARKET 2017-05-13 2015 2021-01-29 14:40:06Z Neeysa Biddle 1 Medical Park East Drive Birmingham AL 35235 8948023 false 0928 X www.stvhs.com X 1984 AL To administer charitable contributions for St. Vincent's Health System. 17 16 0 31 0 2062157 3831411 210795 1335499 111706 387704 196619 3785360 4350531 1020980 1313731 0 694652 932787 0 70195 434896 471096 2150528 2717614 1634832 1632917 22503639 23009852 4500078 3697989 18003561 19311863 X The Foundation's mission is to support the charitable works for the Daughters of Charity in Alabama through St. Vincent's Health System and related subsidiaries. The Foundation is independently charged with acquiring philanthropic resources to support programs benefiting patients and families served by St. Vincent's Health System and related subsidiaries, The Foundation is responsible for encouraging gifts from individuals, foundations, organizations and the business community. The Foundation is related (through St. Vincent's Health System) to Ascension Health's other sponsored organizaions through common control. Substantially all expenses of Ascension Health are related to providing healthcare services. false false 1643649 450348 St. Vincent's Foundation of Alabama, Inc. supports various programs, education, equipment and technology purchases, capital expansion, and addresses the special needs of the associates and patients of St. Vincent's Health System and its affiliates. 433028 433028 Capital and operations funding for St. Vincent's East 233078 233078 Capital and operations funding for St. Vincent's Birmingham 197277 197277 Capital funding for Seton Property Corporation of North Alabama 197277 197277 2507032 true true false false false false false false false true true true false true true true true true false false false false false false true false false true true true false false false false false false false false false false false false true true true true false false true 31 0 true 0 false false false false false true true false false false false X 17 16 false false false false true true true true true false false true true true true true true false false false X Jennifer Kingry 2059397079 810 St Vincents Drive Birmingham AL 35205 NEEYSA C BIDDLE SVP ASCENSION HEALTH/BIRMINGHAM MARKET EXECUTIVE/PRESIDENT CEO - STVHS 1.0 49.0 X X 0 1072736 38607 KAREN CLENNEY TREASURER 1.0 0 X X 0 0 0 GILBERT F DOUGLAS DO VICE CHAIRMAN 1.0 0 X X 0 0 0 SONYA KING SECRETARY 1.0 0 X X 0 0 0 DOROTHY PAK BOARD CHAIRMAN 1.0 0 X X 0 0 0 BETH CHAPMAN BOARD MEMBER 1.0 0 X 0 0 0 PAUL DORAN JR BOARD MEMBER 1.0 0 X 0 0 0 MARCO GONZALEZ BOARD MEMBER 1.0 0 X 0 0 0 BRENDA HACKNEY BOARD MEMBER 1.0 0 X 0 0 0 JOHN HARDIN BOARD MEMBER 1.0 0 X 0 0 0 TODD JACKSON BOARD MEMBER 1.0 0 X 0 0 0 VIRGINA A VINSON BOARD MEMBER 1.0 0 X 0 0 0 GEORGE P WEST BOARD MEMBER 1.0 0 X 0 0 0 LYDA WHITE ALLOCATION & OUTREACH CHAIR 1.0 0 X 0 0 0 THOMAS M ALLISON MD BOARD MEMBER 1.0 0 X 0 0 0 WILLIAM H JOHNSTON MD BOARD MEMBER 1.0 0 X 0 0 0 S ALLEN BAKER JR BOARD MEMBER 1.0 0 X 0 0 0 WAYNE CARMELLO-HARPER CHIEF MISSION INTEGRATION OFFICER 5.0 40.0 X 0 395280 27534 JENNIFER L KINGRY CFO 1.0 49.0 X 0 189767 24648 SUSAN SELLERS PRESIDENT/FOUNDATION 50.0 0 X 184628 0 9552 JOHN D O'NEIL FORMER OFFICER (THRU 9/14) 0.0 0.0 X 0 597538 18897 184628 2255321 119238 2 true true false 0 125201 50000 3656210 3831411 I/C RENT 541900 210795 210795 0 0 0 0 210795 192115 192115 72740 10814 61926 0 61926 61926 4421575 4501984 -80409 0 -80409 -80409 27370 152571 52192 -24822 -24822 38405 32502 5903 5903 Vending Income 900099 73510 73510 Volunteer Council Sale 900099 57397 57397 Miscellaneous Income 900099 22705 22705 0 0 0 0 153612 4350531 0 0 519120 1218559 1218559 95172 95172 217353 195618 21735 517829 429287 51783 36759 34000 28900 3400 1700 107096 91031 10710 5355 56509 48033 5651 2825 28200 23970 2820 1410 597 507 60 30 225623 191780 22562 11281 4102 3487 410 205 50953 43310 5095 2548 36761 31247 3676 1838 99714 84757 9971 4986 939 798 94 47 Training 6139 5218 614 307 Misc. Op. Expenses 6699 5694 670 335 Taxes and Licenses 6238 5302 624 312 Dues and subscriptions 3413 2901 341 171 1718 1461 171 86 2717614 2507032 140387 70195 2083340 2668034 2391939 2363470 0 0 8228 0 5192754 583380 4757932 4609374 10836714 10757620 0 2425486 2611354 22503639 23009852 129767 103491 4370311 3594498 4500078 3697989 X 5422404 6324564 11077016 11335441 1504141 1651858 18003561 19311863 22503639 23009852 1632917 -324615 0 X false true X true false X 3031634 4453876 1721647 2062157 3831411 15100725 0 0 3031634 4453876 1721647 2062157 3831411 15100725 2417307 12683418 437804 448600 340784 161295 264855 1653338 0 0 81218 128753 141758 364407 716136 17470199 0 0.7260 0.6692 X Schedule A, Part I, Line 11h(v) Amounts in Schedule A, Section B, Line 10 include vending Income and Volunteer Council Sales, along with other miscellaneous items as noted on Form 990, Part VIII, Line 11. Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER, COLUMN A - , COLUMN B - 81218.0, COLUMN C - 128753.0, COLUMN D - 141758.0, COLUMN E - 364407.0, COLUMN F - 716136.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1504141 147717 1651858 1487244 2836 14061 0 0 0 1504141 1433328 1377 52539 0 0 0 1487244 1374638 20101 38589 0 0 0 1433328 762152 612486 0 0 0 0 1374638 0.0 1.0 0.0 false false 568272 568272 4340303 302386 4037917 284179 280994 3185 4609374 U.S. government obligations 824361 F Corporate obligations 290045 F Equity securities 7983537 F Alternative investments 1659677 F 10757620 Planned giving 181660 Charitable remainder trust 2405509 Rent receivable Other current assets 24185 2611354 Intercompany payables 3137147 Annuities payables 457351 Taxes payable 3594498 X 4121425 -324615 0 -324615 4446040 -95509 -95509 4350531 2813120 95506 95506 2717614 0 0 2717614 Schedule D, Part V, Line 4 Intended uses of endowment funds The investment earnings on endowment funds are used for awards and scholarships, as well as support for several programs for St. Vincent's Health System. The temporary restricted portion of the endowment funds on the audited financial statements is the investment income earned on the permanent endowments utilized for expenditures based on the donor documents. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Foundation is a not-for-profit organization that is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. Therefore, no provision for federal income taxes has been made in the accompanying financial statements. The Foundation has also been classified as an entity that is not a private foundation within the meaning of Section 509(a) and qualifies for deductible contributions as provided in Section 170(b)(1)(A)(VI) of the Internal Revenue Code. The Foundation follows FASB codification ASC 740-10 in accounting for uncertainty in income taxes. The Foundation's income tax filings for the years ended December 31, 2012 and subsequent remain subject to audit by various taxing authorities. The Foundation has evaluated its tax positions and interpretations, and believes its positions are appropriate based on current facts and circumstances. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Cost of Goods Sold - -32502 Rental Expenses - -10814 Fundraising Expenses - -52192 Rounding - -1 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Cost of Goods Sold - 32502 Rental Expenses - 10814 Fundraising Expenses - 52192 Rounding - -2 Golf 2016 101020 78740 22280 37131 KTTC 2015 22695 18610 4085 840 4 28856 27851 1005 684 13537 152571 125201 27370 1524 50668 52192 -24822 true Saint Thomas Health Foundation 566 Mainstream Drive Nashville TN 37228 581663055 501(c)(3) 22500 DISPENSARY OF HOPE St Vincent's Birmingham 810 St Vincents Drive Birmingham AL 35205 630288864 501(c)(3) 233078 CAPITAL AND OPERATIONAL FUNDING St Vincent's East 50 Medical Park Drive East Birmingham AL 35235 630578923 501(c)(3) 433028 CAPITAL AND OPERATIONAL FUNDING St Vincent's Health System 810 St Vincents Drive Birmingham AL 35205 630931008 501(c)(3) 166163 CAPITAL AND OPERATIONS FUNDING St Vincent's Blount 150 Gilbreath Drive Birmingham AL 35121 630909073 501 (c)(3) 120776 CAPITAL AND OPERATIONS FUNDING Seton Property Corporation of North Alabama 810 St Vincents Drive Birmingham AL 35205 237326976 501(c)(2) 197277 CAPITAL AND OPERATIONS FUNDING 5 1 Scholarships and awards 25 42308 Financial Assistance 111 52864 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The Allocations Committee is comprised of members of the St. Vincent's Foundation Board of Directors. The Committee meets quarterly to review and fund grant submissions within the Health Ministry and external agencies. External agencies requesting support must demonstrate a relationship and cooperative arrangement for the funded project to be considered. The fiscal year budget determines the availability of funding for various programs and projects. The program or agency is notified if the request is approved, tabled, or declined. true true false false false false false false false JOHN D O'NEIL FORMER OFFICER (THRU 9/14) 0 -8950 0 0 0 606488 0 0 0 18897 0 616435 0 0 NEEYSA C BIDDLE SVP ASCENSION HEALTH/BIRMINGHAM MARKET EXECUTIVE/PRESIDENT CEO - STVHS 0 592977 0 372547 0 107212 0 15900 0 22707 0 1111343 0 0 WAYNE CARMELLO-HARPER CHIEF MISSION INTEGRATION OFFICER 0 275171 0 57750 0 62359 0 7950 0 19584 0 422814 0 0 JENNIFER L KINGRY CFO 0 161520 0 26399 0 1848 0 5048 0 19600 0 214415 0 0 SUSAN SELLERS PRESIDENT/FOUNDATION 157920 0 24503 0 2205 0 5548 0 4004 0 194180 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation Ascension Health, a related organization of St. Vincent's Foundation of Alabama, Inc., uses the following to establish the compensation of the organization's CEO: -Compensation Committee -Independent Compensation Consultant -Compensation Survey or Study -Approval by the Board or Compensation Committee Schedule J, Part I, Line 4a Severance or change-of-control payment John O'Neil $593,507 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the Organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. A related organization that paid the salaries of the individuals listed in Schedule J, Part II, paid out of the supplemental nonqualified retirement plan in the amount as noted: John D. O'Neil - $12,981 Form 990, Part III, Line 4d Description of other program services (Expenses $ 197,277 including grants of $ 197,277) Capital funding for Seton Property Corporation of North Alabama Form 990, Part VI, Line 15 EXPLANATION IN DETERMINING COMPENSATION OF THE ORGANIZATION'S CEO, THE PROCESS, PERFORMED BY ASCENSION HEALTH, A RELATED ORGANIZATION OF ST. VINCENT'S HEALTH SYSTEM, INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE COMPENSATION COMMITTEE REVIEWED AND APPROVED THE COMPENSATION. IN THE REVIEW OF THE COMPENSATION, THE CEO WAS COMPARED TO OTHER INDIVIDUALS AT OTHER ORGANIZATIONS IN THE AREA WHO HOLD THE SAME TITLE. DURING THE REVIEW AND APPROVAL OF THE COMPENSATION, DOCUMENTATION OF THE DECISION WAS RECORDED IN THE COMMITTEE MINUTES. THE INDIVIDUAL WAS NOT PRESENT WHEN HIS COMPENSATION WAS DECIDED. IN DETERMINING COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION, THE PROCESS PERFORMED BY ST. VINCENT'S HEALTH SYSTEM, A RELATED ORGANIZATION, INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE AUDIT COMMITTEE REVIEWED AND APPROVED THE COMPENSATION. IN THE REVIEW OF THE COMPENSATION, THE OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION WERE COMPARED TO INDIVIDUALS AT OTHER ORGANIZATIONS IN THE AREA WHO HOLD THE SAME TITLE. DURING THE REVIEW AND APPROVAL OF THE COMPENSATION, DOCUMENTATION OF THE DECISION WAS RECORDED IN THE BOARD MINUTES. INDIVIDUALS WERE NOT PRESENT WHEN THEIR COMPENSATION WAS DECIDED. Form 990, Part VI, Line 6 Classes of members or stockholders St. Vincent's Foundation of Alabama, Inc. has a single corporate member, St. Vincent's Health System. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body St. Vincent's Foundation of Alabama, Inc. has a single corporate member, St. Vincent's Health System, who has the ability to elect members of the governing body of St. Vincent's Foundation of Alabama, Inc. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders All decisions that have a material impact to St. Vincent's Foundation of Alabama, Inc. financial information or corporation as a whole are subject to approval by its sole corporate member, St. Vincent's Health System. Form 990, Part VI, Line 11b Review of form 990 by governing body Management, including certain officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Management presents the Form to the Board, or designated committee, to review. Prior to filing the return, all Board Members are provided the Form 990 and management team members are available to answer Board Members' questions. Form 990, Part VI, Line 12c Conflict of interest policy The Organization regularly and consistently monitors and enforces compliance with the Conflict of Interest Policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee will decide if conflicts of interest exist. Each director, principal officer, and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the Conflict of Interest Policy, has read and understands the Policy, has agreed to comply with the Policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt status. Form 990, Part VI, Line 19 Required documents available to the public The Organization will provide any documents open to public inspection upon written request. 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