MYMICHIGAN MEDICAL CENTER TAWAS: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MYMICHIGAN MEDICAL CENTER TAWAS (EIN 38-1443395)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-11-13
- IRS object ID
- 201533179349309078
- Schema version
- 2013v4.0
- 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 J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T17:34:29-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 East Fifth Street Suite 1900 | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381443395 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Joseph Health System Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STJO | BusinessNameControlTxt |
| Phone | 9893620181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Hemlock Street | AddressLine1 |
| City | Tawas City | City |
| State | MI | State |
| ZIP Code | 48763 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ann Balfour | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9893620181 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Meghann Ackley | PreparerPersonNm |
| PTIN | P01399136 | PTIN |
| Phone | 5137847100 | PhoneNum |
| Preparation | 2015-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | Ann Balfour | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Hemlock Street | AddressLine1 |
| City | Tawas City | City |
| State | MI | State |
| ZIP Code | 48763 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,838,532 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.sjhsys.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | Provide holistic care which sustains and improves the health of individuals and communities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 506 | TotalEmployeeCnt |
| Total Volunteers | 156 | TotalVolunteersCnt |
| Total Gross UBI | $62,649 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$16,329 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $143,497 | PYContributionsGrantsAmt |
| CY Contributions Grants | $88,498 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $53,232,152 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $45,577,934 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,062,209 | PYInvestmentIncomeAmt |
| CY Investment Income | $964,159 | CYInvestmentIncomeAmt |
| PY Other Revenue | $392,630 | PYOtherRevenueAmt |
| CY Other Revenue | $2,168,371 | CYOtherRevenueAmt |
| PY Total Revenue | $54,830,488 | PYTotalRevenueAmt |
| CY Total Revenue | $48,798,962 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,750 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,937,377 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,469,423 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $35,625 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $59,820 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $148,655 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,614,960 | PYOtherExpensesAmt |
| CY Other Expenses | $25,670,591 | CYOtherExpensesAmt |
| PY Total Expenses | $52,590,712 | PYTotalExpensesAmt |
| CY Total Expenses | $51,200,834 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,239,776 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,401,872 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,897,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,511,394 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,216,222 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,710,880 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,681,622 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,800,514 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | As a Catholic health ministry of the Church, St. Joseph Health System's Mission is to "provide spiritually centered, holistic care which sustains and improves the health of individuals and communities." This includes acting as advocates for a compassionate and just society through our actions and words.A universal tenet of Catholic health organizations' mission statements is care for all persons, especially the poor and vulnerable. The call to bring God's healing to persons in need is what compelled the founders of various organizations to venture out into parts of this nation that, until their arrival, had been sorely underserved. For more than 250 years, (59 for St. Joseph Health System) Catholic health care in the United States has been driven by that same call and has grown in ways that could not have been imagined. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $35,307,353 | ExpenseAmt |
| Grant | $1,000 | GrantAmt |
| Revenue | $45,577,934 | RevenueAmt |
| Desc | St. Joseph Health System (SJHS) provides a substantial portion of its services to the elderly and poor. During the fiscal year ending June 30, 2014, approximately 43% of the value of services rendered were to elderly patients under the Medicare program, and approximately 17% of the services were provided to patients who were deemed eligible under state, county, or Health System financial assistance guidelines. St. Joseph Health System actively provides funding and resources to promote health screenings, wellness activities, and various other health education programs in communities we serve, targeting schools, women's health seminars, health & wellness screens, as well as the general public.Community benefits are programs or activities that provide treatments and/or promote health and healing as a response to identified community needs. In efforts to promote healthy living, St. Joseph Health System has made available many programs to the community. See Schedule H for details.During the fiscal year ending June 30, 2014, our hospital treated 1,639 inpatient adults and children in the community for the total of 3,772 patient days of service. The hospital also provided services to 191,177 outpatients, including 3,003 outpatient surgery patients and 16,068 emergency room visits. | Desc |
| Total Program Service Expenses | $35,307,353 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 308 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 506 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donna Sanford | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9893620181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Hemlock Street | AddressLine1 |
| City | Tawas City | City |
| State | MI | State |
| ZIP Code | 487630659 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Ryan Parkinson | |||||||||
| Chair | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jerry Schmidt | |||||||||
| Vice Chair | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Busch | |||||||||
| Secretary | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott Chapleski | |||||||||
| Treasurer | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lisa Ernst | |||||||||
| Trustee | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Marie Hogan | |||||||||
| Trustee | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rick Michaels | |||||||||
| Trustee | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Peter Barbier | |||||||||
| Trustee (end 2/14) | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Donald R Ellis III MD | |||||||||
| Trustee (end 1/14) | 60.00 | 0.00 | Yes (X) | $211,305 | $0 | $22,047 | |||
| Earl Elowsky | |||||||||
| Chief of Staff | 60.00 | 1.00 | Yes (X) | $231,040 | $0 | $18,015 | |||
| Ann Balfour | |||||||||
| President | 60.00 | 3.00 | Yes (X) | $191,650 | $0 | $48,000 | Yes (X) | ||
| John Graham | |||||||||
| CEO | 2.00 | 43.00 | Yes (X) | $0 | $1,087,067 | $9,113 | Yes (X) | ||
| Gina Butcher | |||||||||
| CFO | 2.00 | 43.00 | Yes (X) | $0 | $194,674 | $8,272 | Yes (X) | ||
| John Blocksom DO | |||||||||
| Surgeon | 60.00 | 0.00 | $409,753 | $0 | $20,518 | Yes (X) | |||
| Diana Ennes MD | |||||||||
| Surgeon | 60.00 | 0.00 | $472,779 | $0 | $12,254 | Yes (X) | |||
| Mark Gallagher DO | |||||||||
| Surgeon | 60.00 | 0.00 | $366,311 | $0 | $23,926 | Yes (X) | |||
| Hugo Davila Garcia MD | |||||||||
| Physician (end 9/13) | 60.00 | 0.00 | $292,341 | $0 | $18,905 | Yes (X) | |||
| David C Wright III | |||||||||
| Physician | 60.00 | 0.00 | $299,390 | $0 | $24,521 | Yes (X) | |||
| Michael Wagner | |||||||||
| Former Chief of Staff | 60.00 | 0.00 | $277,702 | $0 | $7,714 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,752,271 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,281,741 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $213,285 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DeGara PLLC | |||||
| 240 Canterbury | Bloomfield Hills | MI | 48304 | ER Physicians | $2,129,800 |
| Touchpoint Support Services | |||||
| 5801 Peachtree Dunwoody Rd | Atlanta | GA | 30368 | Dietary/Housekeeping Services | $1,385,829 |
| TriMedx LLC | |||||
| 5451 Lakeview Parkway S Drive | Indianapolis | IN | 46268 | Biomedical Services | $828,423 |
| AHSA LLC | |||||
| 10126 E Cherry Bend Rd | Traverse City | MI | 49684 | Nursing Staff | $498,764 |
| William Edward Wade | |||||
| 1125 E Lincoln Street | East Tawas | MI | 48730 | CRNA | $192,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $74,288 | RelatedOrganizationsAmt |
| Government Grants | $8,404 | GovernmentGrantsAmt |
| All Other Contributions | $5,806 | AllOtherContributionsAmt |
| Total Contributions | $88,498 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Patient Revenue | Desc |
| Business | 621990 | BusinessCd |
| Total Revenue Column | $45,577,934 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,577,934 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $45,577,934 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $964,412 | TotalRevenueColumnAmt |
| Exclusion | $964,412 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,335 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $39,317 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$27,982 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$27,982 | TotalRevenueColumnAmt |
| Exclusion | -$27,982 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $253 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$253 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$253 | TotalRevenueColumnAmt |
| Exclusion | -$253 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Conven. of Patients | 621990 | $2,133,704 | $2,133,704 | |
| Lab Support Services | 621500 | $62,649 | $62,649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,196,353 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,798,962 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,577,934 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $62,649 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,069,881 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,057 | TotalAmt |
| Program Services | $482,407 | ProgramServicesAmt |
| Management And General | $239,650 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,416 | TotalAmt |
| Program Services | $285,416 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,676,141 | TotalAmt |
| Program Services | $16,222,912 | ProgramServicesAmt |
| Management And General | $3,392,778 | ManagementAndGeneralAmt |
| Fundraising | $60,451 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$29,074 | TotalAmt |
| Program Services | -$12,260 | ProgramServicesAmt |
| Management And General | -$16,580 | ManagementAndGeneralAmt |
| Fundraising | -$234 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,495,967 | TotalAmt |
| Program Services | $2,846,001 | ProgramServicesAmt |
| Management And General | $641,814 | ManagementAndGeneralAmt |
| Fundraising | $8,152 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,318,916 | TotalAmt |
| Program Services | $1,083,256 | ProgramServicesAmt |
| Management And General | $232,381 | ManagementAndGeneralAmt |
| Fundraising | $3,279 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$123,955 | TotalAmt |
| Management And General | -$123,955 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,109 | TotalAmt |
| Management And General | $54,109 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,434 | TotalAmt |
| Management And General | $19,434 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,169 | TotalAmt |
| Management And General | $13,169 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,820 | TotalAmt |
| Fundraising | $59,820 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,880,992 | TotalAmt |
| Program Services | $3,900,064 | ProgramServicesAmt |
| Management And General | $2,974,558 | ManagementAndGeneralAmt |
| Fundraising | $6,370 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,815 | TotalAmt |
| Program Services | $1,621 | ProgramServicesAmt |
| Management And General | $53,194 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,161,488 | TotalAmt |
| Program Services | $727,658 | ProgramServicesAmt |
| Management And General | $429,770 | ManagementAndGeneralAmt |
| Fundraising | $4,060 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,526,550 | TotalAmt |
| Program Services | $13,082 | ProgramServicesAmt |
| Management And General | $3,513,468 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,477,508 | TotalAmt |
| Program Services | $1,027,266 | ProgramServicesAmt |
| Management And General | $445,466 | ManagementAndGeneralAmt |
| Fundraising | $4,776 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,949 | TotalAmt |
| Program Services | $18,386 | ProgramServicesAmt |
| Management And General | $6,486 | ManagementAndGeneralAmt |
| Fundraising | $77 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,239 | TotalAmt |
| Program Services | $46,763 | ProgramServicesAmt |
| Management And General | $38,036 | ManagementAndGeneralAmt |
| Fundraising | $1,440 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,877 | TotalAmt |
| Program Services | $4,884 | ProgramServicesAmt |
| Management And General | $589,993 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,664 | TotalAmt |
| Management And General | $58,664 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,375,919 | TotalAmt |
| Program Services | $2,536,452 | ProgramServicesAmt |
| Management And General | $839,323 | ManagementAndGeneralAmt |
| Fundraising | $144 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,368 | TotalAmt |
| Management And General | $38,368 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Medical Supplies | $5,932,866 | $5,935,007 | -$2,141 | |
| Service Fees | $1,933,270 | $1,933,270 | ||
| Maintenance & Repairs | $481,928 | $155,380 | $326,308 | $240 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,401 | TotalAmt |
| Program Services | $32,058 | ProgramServicesAmt |
| Management And General | $47,263 | ManagementAndGeneralAmt |
| Fundraising | $80 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,200,834 | TotalAmt |
| Program Services | $35,307,353 | ProgramServicesAmt |
| Management And General | $15,744,826 | ManagementAndGeneralAmt |
| Fundraising | $148,655 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $762,023 | BOYAmt |
| EOY | $538,440 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,739,949 | BOYAmt |
| EOY | $5,275,352 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,407 | BOYAmt |
| EOY | $29,026 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,176,676 | BOYAmt |
| EOY | $1,208,075 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,463,926 | BOYAmt |
| EOY | $5,228,106 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $61,363,370 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,529,795 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,002,751 | BOYAmt |
| EOY | $20,833,575 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,712,112 | BOYAmt |
| EOY | $22,398,820 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,897,844 | BOYAmt |
| EOY | $55,511,394 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,851,160 | BOYAmt |
| EOY | $7,435,026 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,365,062 | BOYAmt |
| EOY | $18,275,854 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,216,222 | BOYAmt |
| EOY | $25,710,880 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,459,225 | BOYAmt |
| EOY | $29,554,874 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,397 | BOYAmt |
| EOY | $245,640 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,681,622 | BOYAmt |
| EOY | $29,800,514 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,897,844 | BOYAmt |
| EOY | $55,511,394 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,401,872 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,643,932 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$123,168 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $7,632 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $5,537 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $13,169 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1(i) Other activities: | FormAndLineReferenceDesc |
| Explanation | Lobbying expenses represent the portion of dues paid to national and state hospital associations that is specifically allocable to lobbying. St. Joseph Health System does not participate in or intervene in (including the publishing or distributing of statements) any political campaign on behalf of (or in opposition to) any candidate for public office. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $696,971 | BeginningYearBalanceAmt |
| Contributions | $3,967 | ContributionsAmt |
| Investment Earnings Or Losses | -$30,388 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $670,550 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $585,466 | BeginningYearBalanceAmt |
| Contributions | $32,875 | ContributionsAmt |
| Investment Earnings Or Losses | $78,630 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $696,971 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $230,120 | BeginningYearBalanceAmt |
| Contributions | $338,824 | ContributionsAmt |
| Investment Earnings Or Losses | $16,522 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $585,466 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $138,169 | BeginningYearBalanceAmt |
| Contributions | $65,979 | ContributionsAmt |
| Investment Earnings Or Losses | $25,972 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $230,120 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $139,537 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,368 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $138,169 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01700 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98300 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,510,493 | OtherCostOrOtherBasisAmt |
| Book Value | $1,510,493 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,817,959 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,845,116 | DepreciationAmt |
| Book Value | $7,972,843 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $163,190 | OtherCostOrOtherBasisAmt |
| Depreciation | $161,346 | DepreciationAmt |
| Book Value | $1,844 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,866,756 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,070,191 | DepreciationAmt |
| Book Value | $9,796,565 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,004,972 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,453,142 | DepreciationAmt |
| Book Value | $1,551,830 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,833,575 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Interest in Investments Held by Ascension Health Alliance | $18,946,408 |
| Deferred Compensation Assets | $1,330,296 |
| Other Receivables | $1,171,834 |
| Estimated 3rd Party Receivable | $766,106 |
| Intercompany Receivables | $157,705 |
| Investment Unconsolidated Entities | $19,445 |
| Miscellaneous Assets - Security Deposit | $7,026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $22,398,820 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Intercompany Debt with Ascension Health Alliance | $17,686,422 |
| General Reserves | $378,670 |
| Self Insurance Liability | $210,762 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,275,854 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Intended Uses of Endowment Funds: Endowments funds are held at St. Joseph Health System Foundation and the use of all endowed funds supports capital equipment purchases and new service line expansion at St. Joseph Health System, Inc. |
| Part X, Line 2: | From the consolidated audited financial statements of Ascension Health Alliance and its member organizations ("The System") which include the activity of St. Joseph Health System, Inc.: The System accounts for uncertainty in income tax positions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The System has determined that no material unrecognized tax benefits or liabilities exist as of June 30, 2014. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dovetail Solutions Inc | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1655 S Poor Farm Road | AddressLine1 |
| City | Mikado | City |
| State | MI | State |
| ZIP Code | 48745 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising Support | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $59,820 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $59,820 | TotalRetainedByContractorsAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $609,714 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $609,714 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01190 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,935,773 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,494,623 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $441,150 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00860 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,545,487 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,494,623 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,050,864 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02050 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $197,332 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $197,332 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00390 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $162,512 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $139,840 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $22,672 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $9,774 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $9,774 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $369,618 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $139,840 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $229,778 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00450 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,915,105 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,634,463 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,280,642 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02500 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,821 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,821 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,821 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,821 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $1,849,734 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $439,789 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $16,542,738 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $14,172,153 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $2,370,585 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | 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 | St Joseph Health System Inc | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Hemlock Street | AddressLine1 |
| City | Tawas City | City |
| State | MI | State |
| ZIP Code | 48763 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.sjhsys.org | WebsiteAddressTxt |
| State License | L470734 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Joseph Health System | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| CHNA Conducted | Yes (1) | 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 |
| CHNA Conducted | 12 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V, Facility Information | OwnWebsiteURLTxt |
| Rpt Available Upon Request | Yes (X) | RptAvailableUponRequestInd |
| Adopt Implementation Strategy | Yes (X) | AdoptImplementationStrategyInd |
| Exec Implementation Strategy | Yes (X) | ExecImplementationStrategyInd |
| Develop Community Wide Plan | Yes (X) | DevelopCommunityWidePlanInd |
| Exec Community Wide Plan | Yes (X) | ExecCommunityWidePlanInd |
| Include Operational Plan | Yes (X) | IncludeOperationalPlanInd |
| Adopt Budget | Yes (X) | AdoptBudgetInd |
| Prioritize Health Needs | Yes (X) | PrioritizeHealthNeedsInd |
| Prioritize Services | Yes (X) | PrioritizeServicesInd |
| All Needs Addressed | 0 | AllNeedsAddressedInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Used Deter Elig Free Care | Yes (1) | FPGUsedDeterEligFreeCareInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Used Determ Elig Dscnt Care | Yes (1) | FPGUsedDetermEligDscntCareInd |
| FPG Family Incm Lmt Dscnt Care | 300.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| Income Level | Yes (X) | IncomeLevelInd |
| Asset Level | Yes (X) | AssetLevelInd |
| Insurance Status | Yes (X) | InsuranceStatusInd |
| Uninsured Discount | Yes (X) | UninsuredDiscountInd |
| Medicaid Medicare | Yes (X) | MedicaidMedicareInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| Posted On Website | Yes (X) | PostedOnWebsiteInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Medicare Rates | Yes (X) | MedicareRatesInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| St. Joseph Health System | Part V, Section B, Line 3: An important aspect of CHNA completion has included engaging key community collaborators. Collaborators have brought additional expertise to the St. Joseph Health System. CHNA process through representation of their individual agencies and participation in community coalitions and councils. District Health Department #2: District Health Department ("DHD") #2 has served as an essential collaborator in the CHNA process. The department covers Alcona, Iosco, Ogemaw, and Oscoda counties. DHD #2 has offices in West Branch, Tawas City, Mio, and Harrisville. In cooperation with community resources, the department is responsible for assisting the community and citizens to assume responsibility for their health and the health of the community. The vision statement of DHD #2 focuses on being the primary resource for individual, community and environmental health. The St. Joseph Health System CHNA process has utilized the public health expertise of DHD #2 Acting Health Officer Debra Baumann. Department of Human Services: The Department of Human Services ("DHS") has also served as a critical collaborator. DHS covers Iosco County with an office in East Tawas. The agency is Michigan's public assistance, child, and family welfare agency. The local agency administers the federal Temporary Assistance for Needy Families grant (Family Independence Program) and Food Assistance program. DHS also takes applications for Medicaid which is administered by the Department of Community Health. A wide range of protective and preventative services are available for families and children who are neglected, abused, or exploited including foster care placement. AuSable Valley Community Mental Health: AuSable Valley Community Mental Health ("AVCMH") serves the residents of Iosco, Ogemaw, and Oscoda counties. AVCMH provides mental health, developmental disability, and prevention services. Offices are located in West Branch, Tawas City, Oscoda, and Mio. Group homes for the care of the developmentally disabled are located within the service area. AVCMH is an affiliate of Northern Affiliation which is a partnership of three Mental Health Boards which include AVCMH, Northeast Michigan Community Mental Health, and North Country Community Mental Health. The affiliation also includes Northern Michigan Substance Abuse Services which is the regional substance abuse coordinating agency. Other Community Collaborators: Other community groups that have been important to the CHNA process have included agencies that focus on those who are poor and vulnerable. Working with the Human Services Collaborating Council and the Poverty Reduction Coalition in Iosco County has supported St. Joseph Health System initiatives focusing on social and economic issues in our service area. Persons Consulted: Debra Baumann, Acting Health Officer, District Health Department #2; Karin Hobbs, Director, Iosco County Department of Human Services; Diane Pelts, Director of Quality & Managed Care, AuSable Valley Community Mental Health; Debra Miller, Medical Program Director, AuSable Valley Community Mental Health. |
| St. Joseph Health System | Part V, Section B, Line 5d: The Community Health Needs Assessment ("CHNA") of the hospital facility can be located at the following web address:http://www.sjhsys.org/documents/SJHS_Tawas_CHNA.pdf |
| St. Joseph Health System | Part V, Section B, Line 14g: The financial assistance policy was posted on the hospital facility's website and below is the URL:http://www.sjhsys.org/patients_and_guests/financial_assistance.phpA summary of the financial assistance policy is posted on the hospital facility's emergency rooms or waiting rooms, admission offices and available upon request.In accordance with our Mission and Values, St. Joseph Health System is committed to caring for all people regardless of their ability to pay, with special attention to those who are poor and vulnerable. St. Joseph Health System offers financial counseling and assistance to help address any financial concerns patients or families may have regarding their care. Our financial aid policies, which can be found on St. Joseph Health System's website reflect St. Joseph Health System's dedication to working together with our patients in a compassionate and caring manner to identify options for resolving their financial obligations. Help is available by contacting (989) 984-3796 or in person at any of our facilities. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 14 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | FacilityFacilityTxt |
|---|---|---|---|---|
| Harbor Health Center | ||||
| 110 Beech Street Suite B | Tawas City | MI | 48763 | Rehab Services, Physician Offices |
| Huron Professional Building | ||||
| 716 German Street | Tawas City | MI | 48763 | Physician Offices |
| Oscoda Health Park | ||||
| 5939 N Huron Road | Tawas City | MI | 48763 | Physician Offices |
| Huron Family Medicine | ||||
| 700 German Street | Tawas City | MI | 48763 | Physician Offices |
| Medical Arts Building | ||||
| 295 Maple Street | Tawas City | MI | 48763 | Physician Offices |
| St Joseph Women's Clinic | ||||
| 25 M-55 | Tawas City | MI | 48763 | Physician Offices |
| St Joseph Pediatric Clinic | ||||
| 325 M-55 | Tawas City | MI | 48763 | Physician Offices |
| Hale St Joseph Medical Center | ||||
| 116 S Church Street | Hale | MI | 48739 | Physician Offices |
| Women's Clinic - West Branch | ||||
| 621 Court Street Suite 105 | West Branch | MI | 48661 | Physician Offices |
| St Joseph Urology Clinic | ||||
| 110 E State Street | East Tawas | MI | 48730 | Physician Offices |
| Huron Shores Walk-In Clinic | ||||
| 110 Beech Street Suite A | Tawas City | MI | 48763 | Physician Offices |
| Great Lakes Family Medicine | ||||
| 106 Division | Oscoda | MI | 48750 | Physician Offices |
| AuGres Family Medicine | ||||
| 3210 E Huron Road | AuGres | MI | 48703 | Physician Offices |
| AuSable Valley Health Center | ||||
| 1392 Maple Drive | Fairview | MI | 48621 | Lab Services |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | Other Testing Methods for Free or Discounted Care:The organization provides medically necessary care to all patients, regardless of race, color, creed, ethnic origin, gender, disability or economic status. The organization uses a percentage of Federal Poverty Level (FPL) to determine free and discounted care. At a minimum, patients with income less than or equal to 200% of the FPL, which may be adjusted for cost of living utilizing the local wage index compared to national wage index, will be eligible for 100% charity care write off of charges for services that have been provided to them. Also, at a minimum, patients with incomes above 200% of the FPL but not exceeding 300% of the FPL, subject to adjustments for cost of living utilizing the local wage index compared to national wage index, will receive a discount on the services provided to them. |
| Part I, Line 7: | For the information in the table, a cost-to-charge ratio was calculated and applied. |
| Part II, Community Building Activities: | Iosco Human Services Coordinating Council: The mission of the HSCC is to provide leadership, coordinate policy, leverage resources, build assets, and foster partnerships, which promote healthy growth, learning and development for everyone in our community.Collaborative Partners: It includes Iosco County DHS, St. Joseph Health System, AuSable Community Mental Health, Iosco Transit Corporation, Iosco County Family Court, Alcona Health Center, Catholic Human Services, Sunrise Side Lifelong Learning, Tawas and Hale Area Schools, Hospice Angelic Care, Michigan Works and many other community agencies.Iosco County Poverty Coalition: The mission of the ICPC is to provide enrichment and relationship-based opportunities for neighbors living in poverty. Collaborative and coordinated efforts are led by Iosco County DHS, Alcona Health Center, St. Joseph Health System, Hospice Angelic Care, Oscoda FISH, Carol's Baby Pantry, Michigan Works and many other community agencies whose goal is to provide support and resources to those interested in education, employment, healthcare, family dynamics and various resources throughout Iosco County. Neighbors helping Neighbors! |
| Part III, Line 4: | From the consolidated audited financial statements of Ascension Health Alliance (which include the activity of St. Joseph Health System):The provision for doubtful accounts is based upon management's assessment of expected net collections considering economic conditions, historical experience, trends in healthcare coverage, and other collection indicators. Periodically throughout the year, management assesses the adequacy of the allowance for doubtful accounts based upon historical write-off experience by payor category, including those amounts not covered by insurance. The results of this review are then used to make any modifications to the provision for doubtful accounts to establish an appropriate allowance for doubtful accounts. After satisfaction of amounts due from insurance and reasonable efforts to collect from the patient have been exhausted, the System follows established guidelines for placing certain past-due patient balances with collection agencies, subject to the terms of certain restrictions on collection efforts as determined by the System. Accounts receivable are written off after collection efforts have been followed in accordance with the System's policies. |
| Part III, Line 8: | Ascension Health and related health ministries follow the Catholic Health Association ("CHA") guidelines for determining community benefit. CHA community benefit reporting guidelines suggest that Medicare shortfall is not treated as community benefit. |
| Part III, Line 9b: | The organization has a written debt collection policy that also includes a provision on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance. If a patient qualifies for charity or financial assistance certain collection practices do not apply. |
| Part VI, Line 2: | St. Joseph Health System relies on information from: St. Joseph Health System Emergency Department patients; Michigan Statistics - www.aecf.org/kidscount; www.michigan.gov/mdch; http://www.census.gov; www.michigan.gov/mdch; www.aecf.org/kidscount; http://www.diabeters.org; www.michigan.gov/mdch; Community Health Assessment (Alcona, Iosco, Ogemaw, and Oscoda Counties) February 1996 - Demographics: pp.11-22 Key Findings, Population, Educational Attainment, Employment and Income, Poverty, Housing, and Public Assistance, Conclusion; market share data-theidsonline.com; Community Needs Assessment Alcona 2009. |
| Part VI, Line 3: | Upon admission to St. Joseph Health System, all self-pay patients speak with an associate regarding financial assistance that is available to them. Associates help the patient(s) determine eligibility for various government benefits as well as St. Joseph Health System's internal financial assistance program. Should the patient(s) not be consulted upon admission, a letter is sent with their first itemized billing detailing the available financial assistance programs. |
| Part VI, Line 4: | St. Joseph Health System serves five rural counties in Northeast Michigan. The counties of Alcona, Arenac, Iosco, Ogemaw and Oscoda have a total population of approximately 81,100 residents (Source: 2013 U.S. Census Bureau Population Estimates). Iosco County is in the northeast quarter of the lower peninsula of Michigan in the heart of Lake Huron's "Sunrise Side." The county is bordered on the north by Alcona County, on the west by Ogemaw County, on the south by Arenac County and on the east by Lake Huron. Iosco County covers an area of 361,837, acres or about 565 square miles. Three zip codes (East Tawas, Tawas City and Oscoda) comprise our primary service area with approximately 17,900 residents which also include seasonal residents (Source: Michigan Inpatient Data Base).St. Joseph Health System is located in Tawas City, Michigan and remains one of the largest employers within Iosco County. Several automotive parts suppliers, aircraft maintenance and refurbishing facilities are prominent employers within Iosco County. Iosco County's natural resources make seasonal tourism a flourishing industry as well.Based on Michigan Inpatient Data Base sources, within the primary service area, 99.0% of residents are Caucasian and 1.0% are African American and other. Of the approximately 17,900 residents in the primary service area approximately 56% are 45 years of age or older. Payer Mix:- Medicare - 53.7%- Blue Cross - 14.1%- Medicaid - 15.0% - Commercial - 6.6% - Self Pay - 3.7%- Other - 6.9%St. Joseph Health System owns ten provider-based clinics and seven of those clinics are designated rural health clinics located throughout the full service market area. The scope of service includes primary care, obstetrics, gynecology, pediatrics, general surgery, internal medicine, after hours and specialty care. Additionally, there are two federally qualified health centers located in Iosco and Arenac counties respectively. There are two hospitals located approximately one hour travel time north and west of St. Joseph Health System. In an effort to frame our community demographic related to important factors such as unemployment and uninsured data affecting overall health, we reflect back on our 2013 CHNA.The CHNA revealed the following statistics for Iosco County. Michigan Department of Technology, Management and Budget - Labor Market Information indicates significantly higher unemployment rates affecting Iosco County residents. Review of historical Iosco County data reveals consistently higher than Michigan average; trends as high as 20.9% in January 2010 to lower rates of 8.4% in October 2012. These figures shed light on a community's overall economic situation and provide information about the percentage of the population that may be at risk for various health concerns associated with unemployment. Unemployment has been linked with declines in health status and may lead to physical health responses ranging from self-reported physical illness to mortality, especially suicide. It has also been shown to lead to an increase in unhealthy behaviors related to alcohol and tobacco consumption, diet and exercise, which in turn can lead to increased risk for disease or mortality. Uninsured rates in Iosco County are in the 15% range as compared to Michigan as a whole at 14%. |
| Part VI, Line 5: | Alcoholics Anonymous - Heavy alcohol consumption and substance abuse issues continue to be a problem in the communities we serve. Understanding that a large gap exists between the need for treatment and the availability of services in our rural area, St. Joseph Health System maintains its commitment to provide a supportive role and to work collaboratively with community stakeholders whose primary responsibility is to provide prevention and education programs as well as treatment to those affected by alcohol or substance abuse, i.e., AuSable Valley Community Mental Health, Catholic Human Services, Michigan Rehabilitation Services, and Northern Michigan Regional Entity. With access a barrier to education and treatment, St. Joseph Health System lends support by providing in-kind space to local Alcoholics Anonymous groups. The groups meet Wednesday and Thursday evenings each week of the year for approximately 1 hour. Alcoholics Anonymous is a fellowship of men and women who help each other maintain sobriety and who offer to share their recovery experience freely with other.Support Groups - St. Joseph Health System offers several Support Groups with the purpose of addressing physical, social, psychological or emotional issues related to specific diagnoses or life events. Diabetic Club - This is a program that is open to the community at no charge and includes a short lecture about general health issues and how those issues affect diabetes. Topics related to lifestyle modifications and tools for diabetes management are taught by a certified Dietician or other health care provider from the Health System. The group also offers peer to peer support.Grief Support Group - This group is designed to provide a safe environment to talk about feelings as they relate to loss, learn to help oneself, discover new ways to cope with these feelings and changes in one's life, and identify new sources of strength and hope. |
| Part VI, Line 6: | St. Joseph Health System is the member of Ascension Health. Ascension Health Alliance, d/b/a Ascension (Ascension), is a Missouri nonprofit corporation formed on September 13, 2011. Ascension is the sole corporate member and parent organization of Ascension Health, a Catholic national health system consisting primarily of nonprofit corporations that own and operate local healthcare facilities, or Health Ministries, located in 23 of the United States and the District of Columbia.Ascension serves as the member or shareholder of various subsidiaries. Ascension and its member organizations are hereafter referred to collectively as the System.Ascension is sponsored by Ascension Sponsor, a Public Juridic Person. The Participating Entities of Ascension Sponsor are the Daughters of Charity of St. Vincent de Paul, St. Louise Province; the Congregation of St. Joseph; the Congregation of the Sisters of St. Joseph of Carondelet; theCongregation of Alexian Brothers of the Immaculate Conception Province, Inc. - American Province; and the Sisters of the Sorrowful Mother of the Third Order of St. Francis of Assisi - US/Caribbean Province. MarianHealth System, which was previously sponsored by the Sisters of the Sorrowful Mother of the Third Order of St. Francis of Assisi - US/Caribbean Province, became part of Ascension Health on April 1, 2013.The 49-bed hospital, staffed by more than 460 employees, is located in Tawas City, Michigan and is a nonprofit acute-care hospital. The hospital maintains two wholly owned subsidiaries: St. Joseph Health Enterprises, a home medical equipment business, and St. Joseph Health System Foundation, a charitable foundation created to receive and administer funds for the hospital for the purpose of acquiring or improving hospital facilities and technologies, and the establishment, support, and maintenance of community health education programs. The hospital provides inpatient, outpatient, and emergency care services for the residents of Iosco County and the surrounding area. Admitting physicians are primarily practitioners in the local area. St. Joseph Health System offers access to a large board-certified medical staff, with more than 17 primary care and specialty physicians. Through community health services, professional education, subsidized health care, financial contributions, community-building activities, and other community benefit activities, St. Joseph Health System contributed over $967,000 to the community. Included in this figure are programs such as:- Charity Care and unreimbursed Medicaid- Community health-education lectures- School health-education programs promoting health care careers & workforce enhancement- Free health screenings- HealthKey- SART (Sexual Assault Response Team)- Community-based chaplaincy and spiritual care- Sponsorships and contributions to various community events.The System directs its governance and management activities toward strong, vibrant, Catholic Health Ministries united in service and healing, and dedicates its resources to spiritually centered care which sustains and improves the health of the individuals and communities it serves. In accordance with the System's mission of service to those persons living in poverty and other vulnerable persons, each Health Ministry accepts patients regardless of their ability to pay. The System uses four categories to identify the resources utilized for the care of persons living in poverty and community benefit programs:- Traditional charity care includes the cost of services provided to persons who cannot afford healthcare because of inadequate resources and/or who are uninsured or underinsured.- Unpaid cost of public programs, excluding Medicare, represents the unpaid cost of services provided to persons covered by public programs for persons living in poverty and other vulnerable persons.- Cost of other programs for persons living in poverty and other vulnerable persons includes unreimbursed costs of programs intentionally designed to serve the persons living in poverty and other vulnerable persons of the community, including substance abusers, the homeless, victims of child abuse, and persons with acquired immune deficiency syndrome.- Community benefit consists of the unreimbursed costs of community benefit programs and services for the general community, not solely for the persons living in poverty, including health promotion and education, health clinics and screenings, and medical research.Discounts are provided to all uninsured patients, including those with the means to pay. Discounts provided to those patients who did not qualify for assistance under charity care guidelines are not included in the cost of providing care of persons living in poverty and other community benefit programs. The cost of providing care to persons living in poverty and other community benefit programs is estimated using internal cost data. |
| Part VI, Line 7, Reports Filed With States | MI |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Donald R Ellis III MD | ||||||||||||||
| Trustee (end 1/14) | $149,417 | $0 | $56,387 | $0 | $5,501 | $0 | $5,881 | $0 | $16,166 | $0 | $233,352 | $0 | $0 | $0 |
| Earl Elowsky | ||||||||||||||
| Chief of Staff | $229,022 | $0 | $0 | $0 | $2,018 | $0 | $4,992 | $0 | $13,023 | $0 | $249,055 | $0 | $0 | $0 |
| Ann Balfour | ||||||||||||||
| President | $168,915 | $0 | $0 | $0 | $22,735 | $0 | $32,134 | $0 | $15,866 | $0 | $239,650 | $0 | $0 | $0 |
| John Graham | ||||||||||||||
| CEO | $0 | $481,163 | $0 | $579,906 | $0 | $25,998 | $0 | $7,350 | $0 | $1,763 | $0 | $1,096,180 | $0 | $0 |
| Gina Butcher | ||||||||||||||
| CFO | $0 | $182,912 | $0 | $960 | $0 | $10,802 | $0 | $5,570 | $0 | $2,702 | $0 | $202,946 | $0 | $0 |
| John Blocksom DO | ||||||||||||||
| Surgeon | $380,810 | $0 | $0 | $0 | $28,943 | $0 | $7,650 | $0 | $12,868 | $0 | $430,271 | $0 | $0 | $0 |
| Diana Ennes MD | ||||||||||||||
| Surgeon | $448,272 | $0 | $0 | $0 | $24,507 | $0 | $7,650 | $0 | $4,604 | $0 | $485,033 | $0 | $0 | $0 |
| Mark Gallagher DO | ||||||||||||||
| Surgeon | $361,480 | $0 | $0 | $0 | $4,831 | $0 | $7,650 | $0 | $16,276 | $0 | $390,237 | $0 | $0 | $0 |
| Hugo Davila Garcia MD | ||||||||||||||
| Physician (end 9/13) | $291,784 | $0 | $0 | $0 | $557 | $0 | $6,530 | $0 | $12,375 | $0 | $311,246 | $0 | $0 | $0 |
| David C Wright III | ||||||||||||||
| Physician | $190,530 | $0 | $100,760 | $0 | $8,100 | $0 | $7,650 | $0 | $16,871 | $0 | $323,911 | $0 | $0 | $0 |
| Michael Wagner | ||||||||||||||
| Former Chief of Staff | $160,268 | $0 | $109,639 | $0 | $7,795 | $0 | $7,238 | $0 | $476 | $0 | $285,416 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | Ascension Health, a related organization of St. Joseph Health System, uses the following to establish the compensation of the organization's CEO: - Compensation Committee, - Independent Compensation Consultant, - Compensation Survey or Study, and - Approval by the Board or Compensation Committee. |
| Part I, Line 4b | Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. No distributions from the supplemental nonqualified retirement plan were made in the current year. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Box B, Amended Return: | Schedule H, Part I, Line 7g and Schedule H, Part III, Section B, Line 7 have been updated. |
| Form 990, Part III, line 3 | Effective FY 14, Homebound and Hospice services are no longer offered at St. Joseph Health System, Inc. |
| Form 990, Part IV, Line 17: | St. Joseph Health System incurs fundraising expenses associated with fundraising events undertaken by St. Joseph Health System Foundation, a related tax-exempt organization. |
| Form 990, Part IV, Line 20b: | Explanation of financial statements: The financial statements of St. Joseph Health System, which included the activity of St. Joseph Health System, fall under the specific scope audit. The activity of St. Joseph Health System is reported in the consolidated financial statements of Ascension Health Alliance. No individual audit of St. Joseph Health System is completed. Therefore, the attached audited financial statements are of Ascension Health Alliance and Affiliates (which include the activity of St. Joseph Health System). |
| Form 990, Part VI, Section A, line 2 | Many of the persons listed on Part VII have a "business relationship" with each other by virtue of sitting on related St. Joseph Health System entity boards. |
| Form 990, Part VI, Section A, line 6 | St. Joseph Health System has a single corporate member, Ascension Health. |
| Form 990, Part VI, Section A, line 7a | St. Joseph Health System has a single corporate member, Ascension Health, who has the ability to elect members to the governing body of the St. Joseph Health System. |
| Form 990, Part VI, Section A, line 7b | Ascension Health has designed a system authority matrix which assigns authority for key decisions that are necessary in the operation of the system. Specific areas that are identified in the authority matrix are: new organizations & major transactions; governing documents; appointments/removals; evaluation; debt limits; strategic & financial plans; assets; system policies & procedures. These areas are subject to certain levels of approval by Ascension per the system authority matrix. |
| Form 990, Part VI, Section B, line 11 | Management, including certain officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Prior to filing the return, all Board Members are provided the Form 990 and management team members are available to answer any Board Member questions. |
| Form 990, Part VI, Section B, line 12c | 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 purpose. |
| Form 990, Part VI, Section B, line 15 | In determining the compensation of the organization's CEO, the process, performed by Ascension Health, a related organization of St. Joseph 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 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. The Executive Committee of the Board of Directors in conjunction with the Intermediate Sanctions Compliance Policy of St. Mary's of Michigan Medical Center, a related organization of St. Joseph Health System, is responsible for determining the compensation of other officer of the organization. The process includes a market analysis of comparable healthcare positions from other organizations of comparable size, complexity, and business activity. During the review and approval of the compensation, documentation of the decision was recorded in the board minutes. |
| Form 990, Part VI, Section C, line 19 | The organization will provide any documents open to public inspection upon request. |
| Form 990, Part IX, line 11g | Physician Fees and Other Professional Medical Fees: Program service expenses 3,900,064. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,900,064. Purchased Services and Other Professional Fees: Program service expenses 0. Management and general expenses 2,974,558. Fundraising expenses 6,370. Total expenses 2,980,928. |
| Form 990, Part XI, line 9: | Restricted Contributions used for Property 72,732. CA Deferred Pension Cost -117,362. Net Assets from Affiliates -78,538. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ascension Health Alliance | |||||||||||
| PO Box 45998 | St Louis | MO | 631455998 | 453358926 | National Health System | MO | Section 501(c)(3) | Schedule A, Line 11a | N/A | 0 | |
| Ascension Health | |||||||||||
| PO Box 45998 | St Louis | MO | 63145 | 311662309 | National Health System | MO | Section 501(c)(3) | Schedule A, Line 11a | 0 | Ascension Health Alliance | |
| St Joseph Health System Foundation | |||||||||||
| 200 Hemlock Road | Tawas City | MI | 48763 | 010790428 | Fundraising | MI | Section 501(c)(3) | Schedule A, Line 11a | Yes (1) | St Joseph Health System Inc | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Joseph Health Enterprises | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Hemlock Road | AddressLine1 |
| City | Tawas City | City |
| State | MI | State |
| ZIP Code | 48764 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382686747 | EIN |
| Primary Activities | Other Medical | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Joseph Health System Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $560,203 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,064,515 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| St Joseph Health System Foundation | ||
| C | $74,288 | Actual Amount Transferred |
| St Joseph Health Enterprises | ||
| K | $143,778 | Actual Amount Transferred |
| Ascension Health | ||
| P | $1,612,723 | Actual Amount Transferred |
| St Joseph Health Enterprises | ||
| Q | $490,498 | Actual Amount Transferred |
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