ST JOSEPH SERVICES CORPORATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ST JOSEPH SERVICES CORPORATION (EIN 74-2455161)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201403179349302510
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T09:58:31-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVENUE SUITE 1250 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742455161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH SERVICES CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STJO | BusinessNameControlTxt |
| Phone | 9797763777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 FRANCISCAN DRIVE | AddressLine1 |
| City | BRYAN | City |
| State | TX | State |
| ZIP Code | 778022544 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES SCHUESSLER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9797763777 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEREMY S HERMAN | PreparerPersonNm |
| PTIN | P00745789 | PTIN |
| Phone | 2165231010 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH HEALTH SYSTEM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES SCHUESSLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 FRANCISCAN DRIVE | AddressLine1 |
| City | BRYAN | City |
| State | TX | State |
| ZIP Code | 778022544 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,772,941 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ST-JOSEPH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | ST. JOSEPH SERVICES CORPORATION IS ORGANIZED TO PROVIDE GOVERNANCE AND DIRECTION TO ALL ITS MEMBER ORGANIZATIONS THAT ARE SERVING THE HEALTH NEEDS OF THE COMMUNITIES IN WHICH THEY RESIDE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,123,530 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,772,941 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,123,530 | PYTotalRevenueAmt |
| CY Total Revenue | $12,772,941 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,274,875 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,789,097 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,848,655 | PYOtherExpensesAmt |
| CY Other Expenses | $7,983,846 | CYOtherExpensesAmt |
| PY Total Expenses | $12,123,530 | PYTotalExpensesAmt |
| CY Total Expenses | $12,772,943 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $0 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,713,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,018,159 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,963,981 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,266,119 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$250,665 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$247,960 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ST. JOSEPH SERVICES CORPORATION IS ORGANIZED TO PROVIDE GOVERNANCE AND DIRECTION TO ALL ITS MEMBER ORGANIZATIONS THAT ARE SERVING THE HEALTH NEEDS OF THE COMMUNITIES IN WHICH THEY RESIDE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,299,355 | ExpenseAmt |
| Revenue | $12,772,941 | RevenueAmt |
| Desc | THE PRIMARY EXEMPT PURPOSE OF ST. JOSEPH SERVICES CORPORATION IS TO STEWARD THE HEALTH MINISTRY OF THE SISTERS OF ST. FRANCIS IN THE BRAZOS VALLEY BY PROVIDING GOVERNANCE AND DIRECTION TO ALL THE NETWORK ORGANIZATIONS THAT ARE ENDEAVORING TO MEET COMMUNITY HEALTH NEEDS. | Desc |
| Total Program Service Expenses | $2,299,355 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL GOGGIN CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9797762553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 FRANCISCAN DRIVE | AddressLine1 |
| City | BRYAN | City |
| State | TX | State |
| ZIP Code | 778022544 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| GEORGE NELSON | |||||||||
| CHAIRPERSON | 2.00 | 14.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES E BLAIR III | |||||||||
| VICE CHAIRPERSON | 1.00 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRYAN COLE PHD | |||||||||
| SECRETARY | 1.00 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAUL BATISTA | |||||||||
| TRUSTEE | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY BROUSSARD | |||||||||
| TRUSTEE | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL COHEN MD | |||||||||
| TRUSTEE | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN GRUBE | |||||||||
| TRUSTEE | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLINE MCDONALD | |||||||||
| TRUSTEE | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY MORELOS | |||||||||
| TRUSTEE | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY RABROKER | |||||||||
| TRUSTEE | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| REBA RAGSDALE | |||||||||
| TRUSTEE | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL STEINES MD | |||||||||
| TRUSTEE | 1.00 | 48.00 | Yes (X) | $0 | $615,875 | $50,242 | |||
| ROBERT UPCHURCH | |||||||||
| TRUSTEE | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| SR NANCY SURMA OSF | |||||||||
| EX-OFFICIO TRUSTEE | 1.00 | 44.00 | Yes (X) | $0 | $190,666 | $8,451 | |||
| JAMES W POPE | |||||||||
| EX-OFFICIO TRUSTEE | 1.00 | 58.00 | Yes (X) | $0 | $780,789 | $72,652 | |||
| ODETTE BOLANO | |||||||||
| PRES/CEO, EX-OFFICIO TRUSTEE | 1.00 | 49.00 | Yes (X) | Yes (X) | $0 | $732,165 | $0 | ||
| KATHLEEN KRUSIE | |||||||||
| COO | 1.00 | 48.00 | Yes (X) | $0 | $376,797 | $44,290 | |||
| ALAN TOWNSEND | |||||||||
| INTERIM CFO THROUGH 1/15/13 | 1.00 | 48.00 | Yes (X) | $0 | $37,079 | $0 | |||
| DANIEL GOGGIN | |||||||||
| SR VP/CFO STARTING 1/21/13 | 1.00 | 49.00 | Yes (X) | $0 | $336,705 | $55,591 | |||
| GARY MARK MONTGOMERY MD | |||||||||
| SR VP/CMO THROUGH 8/9/13 | 1.00 | 48.00 | $0 | $258,486 | $17,820 | Yes (X) | |||
| MICHAEL RUSSO | |||||||||
| VP/INFORMATION SERVICES | 1.00 | 48.00 | $0 | $223,327 | $49,432 | Yes (X) | |||
| MICHAEL COSTA | |||||||||
| VP/HUMAN RESOURCES | 1.00 | 48.00 | $0 | $208,203 | $63,923 | Yes (X) | |||
| STEVE CRICHTON | |||||||||
| VP/SUPPORT SERVICES | 1.00 | 48.00 | $0 | $186,432 | $57,779 | Yes (X) | |||
| DONOVAN FRENCH | |||||||||
| VP STRATEGY & SERVICE LINES | 1.00 | 48.00 | $0 | $159,062 | $11,792 | Yes (X) | |||
| ANTHONY PFITZER | |||||||||
| FORMER CEO | 0.00 | 0.00 | $0 | $487,989 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,593,575 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $431,972 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSESSMENT INCOME | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $12,772,941 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,772,941 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,772,941 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,772,941 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,772,941 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,057,864 | TotalAmt |
| Management And General | $4,057,864 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,412 | TotalAmt |
| Management And General | $266,412 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,122 | TotalAmt |
| Management And General | $251,122 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,699 | TotalAmt |
| Management And General | $213,699 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,299,355 | TotalAmt |
| Program Services | $2,299,355 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,868 | TotalAmt |
| Management And General | $318,868 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,245 | TotalAmt |
| Management And General | $87,245 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,343,068 | TotalAmt |
| Management And General | $3,343,068 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167 | TotalAmt |
| Management And General | $167 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,475,560 | TotalAmt |
| Management And General | $1,475,560 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $945 | TotalAmt |
| Management And General | $945 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,116 | TotalAmt |
| Management And General | $4,116 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,449 | TotalAmt |
| Management And General | $143,449 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,688 | TotalAmt |
| Management And General | $5,688 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,276 | TotalAmt |
| Management And General | $10,276 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| DUES AND SUBSCRIPTIONS | $292,599 | $292,599 |
| MEDICAL SUPPLIES | $2,510 | $2,510 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,772,943 | TotalAmt |
| Program Services | $2,299,355 | ProgramServicesAmt |
| Management And General | $10,473,588 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $895,215 | BOYAmt |
| EOY | $175,224 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,944 | BOYAmt |
| EOY | $304,125 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,248 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,497 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,805 | BOYAmt |
| EOY | $37,751 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,352 | BOYAmt |
| EOY | $501,059 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,713,316 | BOYAmt |
| EOY | $1,018,159 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,798,029 | BOYAmt |
| EOY | $1,188,242 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,952 | BOYAmt |
| EOY | $77,877 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,963,981 | BOYAmt |
| EOY | $1,266,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$250,665 | BOYAmt |
| EOY | -$247,960 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$250,665 | BOYAmt |
| EOY | -$247,960 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,713,316 | BOYAmt |
| EOY | $1,018,159 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,707 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (8 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| ST JOSEPH REGIONAL HEALTH CENTER | |||||
| 741282696 | 3 | Yes (1) | Yes (1) | Yes (1) | $0 |
| MADISON ST JOSEPH HEALTH CENTER | |||||
| 742761145 | 3 | Yes (1) | Yes (1) | Yes (1) | $0 |
| BURLESON ST JOSEPH HEALTH CENTER | |||||
| 742759890 | 3 | Yes (1) | Yes (1) | Yes (1) | $0 |
| ST JOSEPH MANOR | |||||
| 742847594 | 9 | Yes (1) | Yes (1) | Yes (1) | $0 |
| BURLESON ST JOSEPH MANOR | |||||
| 742913931 | 9 | Yes (1) | Yes (1) | Yes (1) | $0 |
| ST JOSEPH REGIONAL HEALTH PARTNERS | |||||
| 454088170 | 3 | 0 | Yes (1) | Yes (1) | $0 |
| ST JOSEPH PHYSICIAN ASSOCIATES | |||||
| 203159302 | 3 | Yes (1) | Yes (1) | Yes (1) | $0 |
| BELLVILLE ST JOSEPH REGIONAL HEALTH CENTER | |||||
| 274005511 | 3 | 0 | Yes (1) | Yes (1) | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 8 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
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 | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $1,705 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,705 | 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: | FormAndLineReferenceDesc |
| Explanation | ST JOSEPH PAID ANNUAL DUES OF $51,515 TO CHA (CATHOLIC HEALTH ASSOCIATION) OF WHICH 3.31% ($1,705) IS USED FOR LOBBYING ACTIVITIES | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,206 | OtherCostOrOtherBasisAmt |
| Book Value | $10,206 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,042 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,497 | DepreciationAmt |
| Book Value | $27,545 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,751 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVEST-ALLIANCE HEALTH PROVIDERS | Desc |
| Book Value | $501,059 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $501,059 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE TO RELATED PARTIES | Desc |
| Amt | $77,877 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $77,877 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE COMBINED GROUP CONSISTS MOSTLY OF NONPROFIT ORGANIZATIONS AFFILIATED WITH THE SISTERS. EACH NONPROFIT MEMBER OF THE COMBINED GROUP HAS BEEN GRANTED AN EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OR SECTION 501(A) OF THE INTERNAL REVENUE CODE. ALLIANCE HEALTH PROVIDERS OF BRAZOS VALLEY, INC. IS A FOR-PROFIT CORPORATION AND FILES A FEDERAL INCOME TAX RETURN ON A SEPARATE-ENTITY BASIS. THERE IS PRESENTLY NO PREMIUM, INCOME, OR CAPITAL GAINS TAXES IMPOSED BY THE GOVERNMENT OF THE CAYMAN ISLANDS, AND IF ANY FORM OF TAXATION WERE TO BE ENACTED IN THE FUTURE, SFH ASSURANCE, LTD HAS BEEN GRANTED AN EXEMPTION UNTIL THE YEAR 2032. THERE ARE NO MATERIAL UNRECORDED TAX LIABILITIES OR UNCERTAIN TAX POSITIONS AT DECEMBER, 31, 2013 OR 2012. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL STEINES MD | ||||||||||||||
| TRUSTEE | $0 | $615,875 | $0 | $0 | $0 | $0 | $0 | $37,550 | $0 | $12,692 | $0 | $666,117 | $0 | $0 |
| SR NANCY SURMA OSF | ||||||||||||||
| EX-OFFICIO TRUSTEE | $0 | $190,666 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,451 | $0 | $199,117 | $0 | $0 |
| JAMES W POPE | ||||||||||||||
| EX-OFFICIO TRUSTEE | $0 | $656,090 | $0 | $124,699 | $0 | $0 | $0 | $51,000 | $0 | $21,652 | $0 | $853,441 | $0 | $0 |
| ODETTE BOLANO | ||||||||||||||
| PRES/CEO, EX-OFFICIO TRUSTEE | $0 | $732,165 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $732,165 | $0 | $0 |
| KATHLEEN KRUSIE | ||||||||||||||
| COO | $0 | $325,599 | $0 | $51,198 | $0 | $0 | $0 | $25,550 | $0 | $18,740 | $0 | $421,087 | $0 | $0 |
| DANIEL GOGGIN | ||||||||||||||
| SR VP/CFO STARTING 1/21/13 | $0 | $291,705 | $0 | $45,000 | $0 | $0 | $0 | $37,517 | $0 | $18,074 | $0 | $392,296 | $0 | $0 |
| GARY MARK MONTGOMERY MD | ||||||||||||||
| SR VP/CMO THROUGH 8/9/13 | $0 | $208,980 | $0 | $49,506 | $0 | $0 | $0 | $0 | $0 | $17,820 | $0 | $276,306 | $0 | $0 |
| MICHAEL RUSSO | ||||||||||||||
| VP/INFORMATION SERVICES | $0 | $196,556 | $0 | $26,771 | $0 | $0 | $0 | $22,907 | $0 | $26,525 | $0 | $272,759 | $0 | $0 |
| MICHAEL COSTA | ||||||||||||||
| VP/HUMAN RESOURCES | $0 | $188,945 | $0 | $19,258 | $0 | $0 | $0 | $42,329 | $0 | $21,594 | $0 | $272,126 | $0 | $0 |
| STEVE CRICHTON | ||||||||||||||
| VP/SUPPORT SERVICES | $0 | $167,531 | $0 | $18,901 | $0 | $0 | $0 | $41,983 | $0 | $15,796 | $0 | $244,211 | $0 | $0 |
| DONOVAN FRENCH | ||||||||||||||
| VP STRATEGY & SERVICE LINES | $0 | $159,062 | $0 | $0 | $0 | $0 | $0 | $4,273 | $0 | $7,519 | $0 | $170,854 | $0 | $0 |
| ANTHONY PFITZER | ||||||||||||||
| FORMER CEO | $0 | $487,989 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $487,989 | $0 | $487,989 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | ODETTE BOLANO, PRESIDENT/CEO OF ST. JOSEPH HEALTH SYSTEM, RECEIVES COMPENSATION FROM ASCENSION, AN UNRELATED ORGANIZATION. |
| PART I, LINES 4A-B | ANTHONY PFITZER'S SEVERANCE COMPENSATION WAS ACCRUED IN 2012 AND REPORTED AS DEFERRED COMPENSATION ON 2012 990. HOWEVER, RECEIVED PAYMENTS THROUGHOUT 2013 IN THE AMOUNT OF $487,989, THE ORGANIZATION BACKS OUT ACTUAL PAID FROM THE ACCRUED PAYROLL EXPENSE EACH MONTH FOR A ZERO NET EFFECT. THE FOLLOWING INDIVIDUALS PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN UNDER. CURRENT YEAR PAYMENTS, REPORTED IN PART II, COLUMN (B)(III), ARE SUMMARIZED BELOW: JAMES W POPE $108,634 |
| PART II | SR. NANCY SURMA, OSF, PHD AND SR. PENNY DUNN WORK 40 HOURS A WEEK FOR SYLVANIA FRANCISCAN HEALTH BUT DO NOT RECEIVE A W-2. ALL COMPENSATION EARNED WAS PAID TO THE SISTERS OF ST. FRANCIS OF SYLVANIA OHIO'S CONGREGATION IN ACCORDANCE WITH IRS REVENUE RULING 77-290. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERSHIP OF THE CORPORATION SHALL CONSIST OF ONE (1) CLASS AND THE ONLY MEMBER OF THE CORPORATION SHALL BE ST. JOSEPH SERVICES CORPORATION, D/B/A ST. JOSEPH HEALTH SYSTEM, A TEXAS NONPROFIT CORPORATION (HEREINAFTER REFERRED TO AS "ST. JOSEPH HEALTH SYSTEM" OR "SJHS" OR THE "MEMBER"). |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERSHIP OF ST. JOSEPH HEALTH SYSTEM SHALL CONSIST OF (1) CLASS AND THE MEMBER OF ST. JOSEPH HEALTH SYSTEM IS SYLVINIA FRANCISCAN HEALTH. |
| FORM 990, PART VI, SECTION A, LINE 7B | ACTION BY THE MEMBER SHALL BE REQUIRED, AND SHALL BE SUFFICIENT: A) TO ADOPT OR CHANGE THE PHILOSOPHY, OBJECTIVES, PURPOSES OR ETHICAL OR RELIGIOUS STANDARDS OF ST. JOSEPH HEALTH SYSTEM AND OF ORGANIZATION CONTROLLED BY ST. JOSEPH HEALTH SYSTEM; B) TO ELECT THE TRUSTEES OF ST. JOSEPH HEALTH SYSTEM AND TO REMOVE THEM AT WILL, WITH OR WITHOUT CAUSE AS PROVIDED IN ARTICLE III OF THE BYLAWS; C) TO ELECT AND REMOVE THE CHAIRPERSON AND THE PRESIDENT OF ST. JOSEPH HEALTH SYSTEM AS PROVIDED IN ARTICLE VII OF THE BYLAWS; D) TO AMEND OR REPEAL THE ARTICLES OF INCORPORATION AND THE BYLAWS OF ST. JOSEPH HEALTH SYSTEM AS PROVIDED IN ARTICLE XI OF THE BYLAWS; E) TO DISSOLVE OR TERMINATE THE EXISTENCE OF ST. JOSEPH HEALTH SYSTEM AND TO DETERMINE THE DISTRIBUTION OF ASSETS UPON SUCH DISSOLUTION OR TERMINATION IN ACCORDANCE WITH THE ARTICLES OF INCORPORATION; F) THE APPROVAL OF ANY MERGER OR CONSOLIDATION OF ST. JOSEPH HEALTH SYSTEM AND ANY SALE OF SUBSTANTIALLY ALL OF ITS ASSETS; G) THE AUTHORIZATION FOR THE CREATION OF ANY SUBSIDIARY ORGANIZATION OR THE AFFILIATION OF ST. JOSEPH HEALTH SYSTEM WITH ANY OTHER ENTITY FOR THE PURPOSE OF THE JOINT CONDUCT OF BUSINESS OR OTHER PROGRAMS, WHETHER IN THE FORM OF PARTICIPATION IN A CORPORATION, PARTNERSHIP, JOINT VENTURE, CO-TENANCY OR ANY OTHER FORM OF OWNERSHIP OR CONTROL; H) THE APPROVAL OF THE CONVEYANCE OF REAL PROPERTY OR THE GRANTING OF MORTGAGES OR TRUST DEEDS OR THE CREATION OF OTHER LIENS UPON ANY REAL PROPERTY OWNED BY ST. JOSEPH HEALTH SYSTEM; AND I) TO TAKE ANY ACTION NECESSARY TO CONFORM THE PURPOSES AND ACTIVITIES OF ST. JOSEPH HEALTH SYSTEM AND OF ORGANIZATIONS CONTROLLED BY ST. JOSEPH HEALTH SYSTEM WITH THE TRADTIONS, TEACHINGS AND CANON LAW OF THE ROMANY CATHOLIC CHURCH AS THEY MAY BE IN EFFECT FROM TIME TO TIME, AND WITH APPLICABLE LAW AND POLICY OF THE MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 AND ACCOMPANYING SCHEDULES WERE MADE AVAILABLE TO ALL TRUSTEES EITHER ELECTRONICALLY OR BY HARD COPY, DEPENDING UPON THE TRUSTEES PREFERENCE, BEFORE THE COMPANY FINALIZED AND SENT THE DOCUMENTS TO THE IRS. THIS DRAFT WAS ALSO AVAILABLE AT THE ADMINISTRATIVE OFFICES OF THE REPORTING ENTITY FOR TRUSTEES'S REVIEW BEFORE THE FINAL FORM 990 AND ACCOMPANYING SCHEDULES WERE FINALIZED AND SENT TO THE IRS. THE REVIEW WAS UNDER THE DIRECTION OF THE CFO AND/OR TAX RETURN PREPARERS, PLANTE & MORAN, PLLC, IF REQUESTED BY THE TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | DESCRIPTION OF PERSONS COVERED UNDER THE CONFLICT OF INTEREST POLICY IN ACCORDANCE WITH THE ST JOSEPH HEALTH SYSTEM POLICY NO 38, "CONFLICT OF INTEREST": ANY BOARD MEMBER, TRUSTEE, GOVERANCE COUNCIL MEMBER, BOARD COMMITTEE MEMBER, CORPORATE OFFICER, EXECUTIVE, MEDICAL STAFF MEMBER,LICENSED INDEPENDENT PRACTICTIONER (LIP), DEPARTMENT DIRECTOR, SUPERVISOR, OR OTHER INDIVIDUAL THAT HAS A FINANCIAL INTEREST. DESCRIPTION OF PROCESS TO MONITOR TRANSACTION FOR CONFLICTS OF INTEREST IN ACCORDANCE WITH THE ST JOSEPH HEALTH SYSTEM POLICY NO 38, "CONFLICT OF INTEREST", SECTION 6, DISCLOSURE STATEMENT: "A CONFLICT OF INTEREST SHALL BE RETAINED BY THE CORPORATION IN ITS ADMINISTRATIVE OFFICE. THIS STATEMENT SHALL BE RENEWED AT LEAST ANNUALLY AT THE REQUEST OF THE CORPORATION AND AT ANY TIME THAT A CONFLICT OF INTEREST MAY ARISE." TO HELP ENSURE THAT DISCLOSURE STATEMENTS ARE COMPLETED ANNUALLY BY ALL BOARD OF TRUSTEE MEMBERS, THE CEO'S OFFICE SUMMARIZES ALL CONFLICTS OF INTEREST DISCLOSED BY EACH ENTITY'S TRUSTEES. IN 2012, THE SUMMARY WAS PRESENTED AS AN AGENDA ITEM AT EACH ENTITY'S BOARD OF TRUSTEES MEETINGS HELD. IN APRIL 2012, THE AGENDA ITEM WAS TITLED, "CONFLICT OF INTEREST DISCLOSURE REVIEW" OR SIMILAR DESCRIPTION. THE REVIEW IS PERFORMED BY THE OFFICE OF THE CEO WHERE DISCLOSURE STATEMENTS ARE ALSO FILED FOR TRUSTEES. OTHER DESIGNATED PERSONS DISCLOSURE STATEMENTS ARE FILED IN INDIVIDUAL PERSONNEL FILES IF EMPLOYED BY ST JOSEPH REGIONAL HEALTH CENTER. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, THE INTERESTED PERSON SHALL LEAVE THE MEETING AT WHICH THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VI, LINES 13 AND 14: | WHISTLEBLOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY: THE WHISTLEBLOWER POLICY AND THE DOCUMENT RETENTION POLICY ARE DOCUMENTED AND APPROVED BY THE PRESIDENT AND CEO OF THE SYSTEM. THE BYLAWS OF ST JOSEPH STATE "THE PRESIDENT/CEO SHALL HAVE ALL AUTHORITY AND RESPONSIBILITY NECESSARY TO OPERATE THE CORPORATION IN ALL ITS ACTIVITIES AND DEPARTMENTS, SUBJECT ONLY TO SUCH POLICIES AS MAY BE ISSUED BY THE BOARD. THE PRESIDENT/CEO SHALL ACT AS A DULY AUTHORIZED REPRESENTATIVE OF THE BOARD AND OF THE CORPORATION IN ALL MATTERS IN WHICH IT HAS NOT DESIGNATED SOME OTHER PERSON TO ACT." THEREFORE, THE PRESIDENT/CEO, BY THE AUTHORITY GRANTED TO HIM IN THE ABOVE PARAGRAPH, APPROVES THE POLICIES. THE TWO POLICIES WERE APPROVED BY THE ST JOSEPH HEALTH SYSTEM BOARD AT THE LAST 2012 BOARD MEETING. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 862,726. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 862,726. CONTRACTED LABOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,068,659. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,068,659. ADMINISTRATION PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,289,121. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,289,121. PHYSICIANS FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 122,562. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 122,562. |
| FORM 990, PART XI, LINE 9: | CHANGES IN UNRESTRICTED NET ASSETS 2,707. |
| FORM 990, PART XII, LINE 2C: | THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS FROM THE PRIOR YEAR. |
| FORM 990, SCH R, PART II | THE RELATED TAX EXEMPT ORGANIZATIONS ARE ALL MEMBERS OF GROUP EXEMPTION #0928. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LEONARD LIMITED PARTNERSHIP (MERGED WITH JBR LLC IN 2013) | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 EAST BROAD STREET SUITE 1800 | AddressLine1 |
| City | CENTERVILLE | City |
| State | OH | State |
| ZIP Code | 45458 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311481761 | EIN |
| Primary Activities | LOW INCOME RENTAL RESIDENTIAL | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1 | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCE HEALTH PROVIDERS OF BRAZOS VALLEY | |||||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742466914 | PHYSICIAN HOSPITAL ORGANIZATION | TX | N/A | C | 0 | ||||
| ST LEONARD CENTER 1 INC (DISSOLVED IN 2013) | |||||||||||||
| 8100 CLYO ROAD | CENTERVILLE | OH | 45458 | 311481764 | LOW INCOME RENTAL RESIDENTIAL | OH | N/A | C | 0 | ||||
| SFH ASSURANCE LTD | |||||||||||||
| 981056892 | INSURANCE | N/A | 0 | SUITE 6 GRAND PAVILION COMMERICAL | GRAND CAYMAN KY1- | CJ | CJ | ||||||
| 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 | 0 | 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 | Yes (1) | 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 (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ST JOSEPH REGIONAL HEALTH CENTER | ||
| Q | $10,763,417 | CASH |
| BURLESON ST JOSEPH HEALTH CENTER | ||
| Q | $358,994 | CASH |
| ST JOSEPH MANOR | ||
| Q | $226,144 | CASH |
| MADISON ST JOSEPH HEALTH CENTER | ||
| Q | $530,963 | CASH |
| BURLESON ST JOSEPH MANOR | ||
| Q | $120,128 | CASH |
| ST JOSEPH PHYSICIAN ASSOCIATES | ||
| Q | $740,823 | CASH |
| SYLVANIA FRANCISCAN HEALTH | ||
| K | $2,750,909 | CASH |
Comments