MYMICHIGAN MEDICAL CENTER TAWAS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MYMICHIGAN MEDICAL CENTER TAWAS (EIN 38-1443395)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201411349349307691
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-05-14T17:25:41-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381443395 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Joseph Health System Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STJO | NameControl |
| Phone | 9893620181 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Ann Balfour | Name |
| Title | President | Title |
| Phone | 9893620181 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Alicia M Janisch | Name |
| PTIN | P00741382 | PTIN |
| Phone | 5137847100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Ann Balfour | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 54889949 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.sjhsys.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1955 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | Provide holistic care which sustains and improves the health of individuals and communities. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 598 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 57829 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -27177 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 340261 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 143497 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 59345799 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 53232152 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1058114 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1062209 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4237334 | OtherRevenuePriorYear |
| Other Revenue Current Year | 392630 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 64981508 | TotalRevenuePriorYear |
| Total Revenue Current Year | 54830488 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2149 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2750 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 31984979 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 27937377 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 35625 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 148283 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 27599470 | OtherExpensePriorYear |
| Other Expenses Current Year | 24614960 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 59586598 | TotalExpensesPriorYear |
| Total Expenses Current Year | 52590712 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5394910 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2239776 | RevenuesLessExpensesCY |
| Total Assets BOY | 55318675 | TotalAssetsBOY |
| Total Assets EOY | 57897844 | TotalAssetsEOY |
| Total Liabilities BOY | 27208536 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 27216222 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 28110139 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 30681622 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 37978575 | Expense |
| Grants | 2750 | Grants |
| Revenue | 53174323 | Revenue |
| Description | St. Joseph Health System (SJHS) provides a substantial portion of its services to the elderly and poor. During the fiscal year ending June 30, 2013, approximately 48% of the value of services rendered were to elderly patients under the Medicare program, and approximately 15% 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 the following programs to the community. See Schedule H for details.During the fiscal year ending June 30, 2013, our hospital treated 1,849 inpatient adults and children in the community for the total of 4,337 patient days of service. The hospital also provided services to 188,965 outpatients, including 3,244 outpatient surgery patients, 16,939 emergency room visits, 6,150 homebound visits, and 3,901 hospice days. | Description |
| Total Program Service Expense | 37978575 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Financial Stmt Attached | 1 | FinancialStmtAttached |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 267 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 598 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donna Sanford | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9893620181 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Hemlock Street | AddressLine1 |
| City | Tawas City | City |
| State | MI | State |
| ZIP Code | 487630659 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Ann Balfour | |||||||||
| President | 60.00 | 3.00 | X | X | 203580 | 0 | 45876 | ||
| Ryan Parkinson | |||||||||
| Chair | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Jerry Schmidt | |||||||||
| Vice Chair | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Michael Busch | |||||||||
| Secretary | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Scott Chapleski | |||||||||
| Treasurer | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Peter Barbier start 712 | |||||||||
| Trustee | 2.00 | 1.00 | X | 0 | 0 | 0 | |||
| Donald R Ellis III MD | |||||||||
| Trustee (Sch O) | 60.00 | 0.00 | X | 226544 | 0 | 20440 | |||
| Gerald Gracik | |||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Marie Hogan | |||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Rick Michaels | |||||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Earl Elowsky | |||||||||
| Chief of Staff | 60.00 | 0.00 | X | X | 227002 | 0 | 19861 | ||
| Diana Ennes MD | |||||||||
| Surgeon | 60.00 | 0.00 | 498794 | 0 | 17895 | X | |||
| John Blocksom DO | |||||||||
| Surgeon | 60.00 | 0.00 | 458265 | 0 | 17456 | X | |||
| Hugo Davila Garcia MD | |||||||||
| Physician | 60.00 | 0.00 | 383093 | 0 | 20805 | X | |||
| Mark Gallagher DO | |||||||||
| Surgeon | 60.00 | 0.00 | 357041 | 0 | 20823 | X | |||
| Richard Schulz DO | |||||||||
| Surgeon | 60.00 | 0.00 | 343544 | 0 | 21118 | X | |||
| Michael Wagner | |||||||||
| Former Chief Staff | 0.00 | 0.00 | 230296 | 0 | 4976 | X | |||
| Patrick Murtha | |||||||||
| Former CEO | 0.00 | 0.00 | 212543 | 0 | 12819 | X | |||
| Linda Stancill | |||||||||
| Former CFO | 0.00 | 0.00 | 252818 | 0 | 31378 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3393520 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 233447 | TotalOtherCompensation |
| Number Individuals GT100 K | 27 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DeGara PLLC | |||||
| 240 Canterbury | Bloomfield Hills | MI | 48304 | ER Physicians | 2124300 |
| Touchpoint Support Services | |||||
| 5801 Peachtree Dunwoody Rd | Atlanta | GA | 30368 | Dietary/Houskeeping Services | 1194749 |
| Trimedx LLC | |||||
| 5451 Lakeview Parkway S Drive | Indianapolis | IN | 46268 | Biomedical Services | 739739 |
| AHSA LLC | |||||
| 10126 E Cherry Bend Rd | Traverse City | MI | 49684 | Nursing Staff | 467977 |
| David Urbanski | |||||
| 1683 Littlestone | Gross Pointe Woods | MI | 48236 | Oncology Physician | 184300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Related Organizations | 123658 | RelatedOrganizations |
| Government Grants | 15839 | GovernmentGrants |
| All Other Contributions | 4000 | AllOtherContributions |
| Total Contributions | 143497 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Net Patient Revenue | 621990 | 53174323 | 53174323 | |
| Lab Support Services | 621500 | 57829 | 57829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 53232152 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1068282 | TotalRevenueColumn |
| Exclusion | $1,068,282 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 14771 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 41033 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -26262 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -26262 | TotalRevenueColumn |
| Exclusion | -$26,262 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 12355 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 18428 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -6073 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6073 | TotalRevenueColumn |
| Exclusion | -$6,073 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Conven. of Patients | Description |
| Business Code | 621990 | BusinessCode |
| Total Revenue Column | 418892 | TotalRevenueColumn |
| Exclusion | $418,892 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 418892 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 54830488 | TotalRevenueColumn |
| Related Or Exempt Function Income | 53174323 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 57829 | UnrelatedBusinessRevenue |
| Exclusion | $1,454,839 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2750 | Total |
| Program Services | 2750 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 743303 | Total |
| Program Services | 493847 | ProgramServices |
| Management And General | 249456 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22333268 | Total |
| Program Services | 18478967 | ProgramServices |
| Management And General | 3766456 | ManagementAndGeneral |
| Fundraising | 87845 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -149262 | Total |
| Program Services | -72031 | ProgramServices |
| Management And General | -75902 | ManagementAndGeneral |
| Fundraising | -1329 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3497096 | Total |
| Program Services | 2893563 | ProgramServices |
| Management And General | 593368 | ManagementAndGeneral |
| Fundraising | 10165 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1512972 | Total |
| Program Services | 1251862 | ProgramServices |
| Management And General | 256723 | ManagementAndGeneral |
| Fundraising | 4387 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150000 | Total |
| Management And General | 150000 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113472 | Total |
| Program Services | 8725 | ProgramServices |
| Management And General | 104747 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13596 | Total |
| Management And General | 13596 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13238 | Total |
| Management And General | 13238 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35625 | Total |
| Fundraising | 35625 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6675978 | Total |
| Program Services | 3698176 | ProgramServices |
| Management And General | 2977726 | ManagementAndGeneral |
| Fundraising | 76 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76216 | Total |
| Program Services | 1050 | ProgramServices |
| Management And General | 75166 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1257336 | Total |
| Program Services | 852318 | ProgramServices |
| Management And General | 401081 | ManagementAndGeneral |
| Fundraising | 3937 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3403115 | Total |
| Program Services | 21463 | ProgramServices |
| Management And General | 3381652 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1474029 | Total |
| Program Services | 1069270 | ProgramServices |
| Management And General | 400469 | ManagementAndGeneral |
| Fundraising | 4290 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92373 | Total |
| Program Services | 92373 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97125 | Total |
| Program Services | 47339 | ProgramServices |
| Management And General | 46888 | ManagementAndGeneral |
| Fundraising | 2898 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 634139 | Total |
| Program Services | 8630 | ProgramServices |
| Management And General | 625509 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 520105 | Total |
| Management And General | 520105 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2478509 | Total |
| Program Services | 1862470 | ProgramServices |
| Management And General | 615895 | ManagementAndGeneral |
| Fundraising | 144 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33163 | Total |
| Management And General | 33163 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Medical Supplies | 6918622 | 6912133 | 6489 | |
| Maintenance & Repairs | 406326 | 188538 | 217788 | |
| Other Expenses | 240938 | 152075 | 88618 | 245 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16680 | Total |
| Program Services | 15057 | ProgramServices |
| Management And General | 1623 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52590712 | Total |
| Program Services | 37978575 | ProgramServices |
| Management And General | 14463854 | ManagementAndGeneral |
| Fundraising | 148283 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1747677 | BOY |
| EOY | 762023 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26090 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4172331 | BOY |
| EOY | 3739949 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52379 | BOY |
| EOY | 40407 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1223868 | BOY |
| EOY | 1176676 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4384788 | BOY |
| EOY | 4463926 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 56216567 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 37213816 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19507963 | BOY |
| EOY | 19002751 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24203579 | BOY |
| EOY | 28712112 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55318675 | BOY |
| EOY | 57897844 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7791419 | BOY |
| EOY | 7851160 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19417117 | BOY |
| EOY | 19365062 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27208536 | BOY |
| EOY | 27216222 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27898723 | BOY |
| EOY | 30459225 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211416 | BOY |
| EOY | 222397 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28110139 | BOY |
| EOY | 30681622 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55318675 | BOY |
| EOY | 57897844 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2239776 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 805443 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -473736 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $7,632 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $5,606 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 13238 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Lobbying Activities: | Identifier |
| Return Reference | Part II-B, Line 1: | ReturnReference |
| 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. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 585466 | BeginningOfYearBalance |
| Contributions | 32875 | Contributions |
| Investment Earnings Or Losses | 78630 | InvestmentEarningsOrLosses |
| End Of Year Balance | 696971 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 230120 | BeginningOfYearBalance |
| Contributions | 338824 | Contributions |
| Investment Earnings Or Losses | 16522 | InvestmentEarningsOrLosses |
| End Of Year Balance | 585466 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 138169 | BeginningOfYearBalance |
| Contributions | 65979 | Contributions |
| Investment Earnings Or Losses | 25972 | InvestmentEarningsOrLosses |
| End Of Year Balance | 230120 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 0 | BeginningOfYearBalance |
| Contributions | 139537 | Contributions |
| Investment Earnings Or Losses | -1368 | InvestmentEarningsOrLosses |
| End Of Year Balance | 138169 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01380 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.98620 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1492993 | OtherCostOrOtherBasis |
| Book Value | 1492993 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23705459 | OtherCostOrOtherBasis |
| Depreciation | 15047932 | Depreciation |
| Book Value | 8657527 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 161290 | OtherCostOrOtherBasis |
| Depreciation | 161231 | Depreciation |
| Book Value | 59 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26496703 | OtherCostOrOtherBasis |
| Depreciation | 19629605 | Depreciation |
| Book Value | 6867098 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4360122 | OtherCostOrOtherBasis |
| Depreciation | 2375048 | Depreciation |
| Book Value | 1985074 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19002751 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Interest in Investments Held by Ascension Health Alliance | 24719552 |
| Estimated 3rd Party Receivable | 1583494 |
| Other Receivables | 1206149 |
| Deferred Compensation Assets | 1147380 |
| Investment Unconsolidated Entities | 55537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 28712112 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Intercompany Debt with Ascension Health Alliance | $18,554,497 |
| General Reserves | $378,670 |
| Self Insurance Liability | $221,793 |
| Intercompany Payables | $210,102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 19365062 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Intended Use of Endowment Funds: | Identifier |
| Return Reference | Part V, Line 4: | ReturnReference |
| Explanation | Intended Uses for Endowment Funds: The use of all endowed funds supports capital equipment purchases and new service line expansion at St. Joseph Health System. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dovetail Solutions Inc | BusinessNameLine1 |
Address US AddressUS
| 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 | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 35625 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 35625 | TotalRetainedByContractors |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Schedule G. Part I., Line 1: | ReturnReference |
| Explanation | For fiscal year ending June 30, 2013, Dovetail Solutions, Inc. purely only provided Administrative support. No activities were started until the next fiscal year. | Explanation |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
| Pcent300 | X | Pcent300 |
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 0 | ExpensesExceededBudget |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 746202 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 746202 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01420 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 7529363 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 6268896 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1260467 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02400 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 8275565 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 6268896 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2006669 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03820 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 194229 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 194229 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00370 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 269 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 269 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 204096 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 219304 | DirectOffsettingRevenue |
| Net Community Benefit Expense | -15208 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 20595 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 20595 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00040 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 419189 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 219304 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 199885 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00410 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 8694754 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 6488200 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2206554 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04230 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 155 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 155 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 155 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 155 | NetCommunityBuildingExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReported |
| Bad Debt Expense | $1,689,352 | BadDebtExpenseAmount |
| Amount Attributable To | 653525 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 18864697 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 17351034 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 1513663 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Joseph Health System Inc | BusinessNameLine1 |
Address Address
| 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 | WebsiteAddress |
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Er24 Hours | X | Er24Hours |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Joseph Health System Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| CHNA Conducted | 1 | CHNAConducted |
| Community Definition | X | CommunityDefinition |
| Community Demographics | X | CommunityDemographics |
| Existing Resources | X | ExistingResources |
| How Data Obtained | X | HowDataObtained |
| Community Health Needs | X | CommunityHealthNeeds |
| Other Health Issues | X | OtherHealthIssues |
| Identifying Process | X | IdentifyingProcess |
| Consulting Process | X | ConsultingProcess |
| Needs Assessment Conducted | 12 | NeedsAssessmentConducted |
| Take Into Account | 1 | TakeIntoAccount |
| Other Facilities | 0 | OtherFacilities |
| CHNA Widely Available | 1 | CHNAWidelyAvailable |
| Own Website | X | OwnWebsite |
| On Request | X | OnRequest |
| Adopt Implement Strategy | X | AdoptImplementStrategy |
| Execute Implement Strategy | X | ExecuteImplementStrategy |
| Develop Community Plan | X | DevelopCommunityPlan |
| Participate Community Plan | X | ParticipateCommunityPlan |
| Include Operational Plans | X | IncludeOperationalPlans |
| Adopt Budget | X | AdoptBudget |
| Prioritize Health Needs | X | PrioritizeHealthNeeds |
| Prioritize Services | X | PrioritizeServices |
| All Needs Addressed | 0 | AllNeedsAddressed |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTax |
| Eligibility Criteria Explained | 1 | EligibilityCriteriaExplained |
| Uses FPG Free | 1 | UsesFPGFree |
| FPG Free Percent | 200.000000000000 | FPGFreePercent |
| Uses FPG Discounted | 1 | UsesFPGDiscounted |
| FPG Discount Percent | 300.000000000000 | FPGDiscountPercent |
| Explains Basis | 1 | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Asset Level | X | AssetLevel |
| Insurance Status | X | InsuranceStatus |
| Uninsured Discount | X | UninsuredDiscount |
| Medicaid Medicare | X | MedicaidMedicare |
| Explains Application Method | 1 | ExplainsApplicationMethod |
| Includes Publicity Measures | 1 | IncludesPublicityMeasures |
| Posted On Website | X | PostedOnWebsite |
| Other Publicity | X | OtherPublicity |
| Actions On Nonpayment | 1 | ActionsOnNonpayment |
| Collection Activities | 0 | CollectionActivities |
| Nondiscrim Emergency Care Policy | 1 | NondiscrimEmergencyCarePolicy |
| Medicare Rate | X | MedicareRate |
| Amounts Generally Billed | 0 | AmountsGenerallyBilled |
| Gross Charges | 0 | GrossCharges |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 14 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (14 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| 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 Womens 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 | ||||
| 302 S Main | AuGres | MI | 48703 | Physician Offices |
| AuSable Valley Health Center | ||||
| 1392 Maple Drive | Fairview | MI | 48621 | Lab Services |
Form990 Schedule H Part VI Form990ScheduleHPartVI (16 entries)
| ExplanationExplanation | IdentifierIdentifier | Return ReferenceReturnReference |
|---|---|---|
| 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: 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, 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, Inc.):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 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, Inc. 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 SJHS 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 SJHS 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, Inc. | |
| Part V, Section B, Line 7: While the supporting data identifies SUBSTANCE ABUSE as a critical community need, St. Joseph Health System ("SJHS") does not intend to meet the identified need of substance abuse. SJHS is able to provide a supportive role in this area. Iosco County is fortunate to have AuSable Valley Community Mental Health and Catholic Human Services who provide prevention, treatment and education programs aimed at alcohol, tobacco, prescription medications and illegal drug use. St. Joseph will explore opportunities to compliment these efforts by implementing a smoking cessation program. SJHS Medical Practices are also committed to reducing substance abuse by continued enforcement of its patient/provider controlled substance contract in which continuous review of pain management and medication use is monitored. St. Joseph will continue to provide in-kind meeting room space to support Alcoholics Anonymous.While supporting data identifies ABUSIVE, CONTROLLING and VIOLENT BEHAVIOR as a critical community need, St. Joseph Health System does not intend to fully meet the identified need of abusive, controlling and violent behavior but will provide a supportive role in this area. Building on our past partnership with the dual domestic violence/sexual assault shelter, Inc., SJHS will continue to provide assistance in order to promote a comprehensive community response to sexual assault through education, system change, crisis and primary and secondary victim services. The commitment of SJHS and the local community to providing services specific to rural community issues has been and continues to be clear, established, and ongoing. SJHS is also involved with Bully Free Iosco which is a multi-collaborative group formed to address bullying within Iosco County schools. SJHS will continue to provide support to anti-bullying outreach programs to empower students and communities to change bullying behavior. | St. Joseph Health System, Inc. | |
| Part V, Section B, Line 14g: The policy was posted on the hospital facility's website as the financial assistance policy is posted on website and below is the URL for your reference:http://www.sjhsys.org/documents/SJHS_Tawas_CHNA.pdfA 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 Care 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 Care 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 St. Joseph Health Care System website reflect St. Joseph Health Care System 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, emailing, BMcNally@stmarysofmichigan.org or in person at any of our facilities. | St. Joseph Health System, Inc. | |
| Part V, Section B, Line 18e: Question 18 is more appropriately answered as not applicable as the Billing and Collections Policy of St. Joseph Health System does not allow a hospital to engage in extraordinary collection actions before the organization made reasonable efforts to determine whether the individual is eligible for assistance under the financial assistance policy. Reasonable efforts taken include but are not limited to: - Notifying individuals of the financial assistance policy on admission- Notifying individuals of the financial assistance policy prior to discharge- Notifying individuals of the financial assistance policy in communications with the patients regarding the patients' billsDocumenting its determination of whether patients were eligible for financial assistance under the hospital facility's financial assistance policy | St. Joseph Health System, Inc. | |
| 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'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 83,000 residents (2010 U.S. Census Bureau). Three zip codes (East Tawas, Tawas City and Oscoda) comprise our primary service area with approximately 18,500 residents. 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. Within the primary service area 96.5% of residents are Caucasian, with 1.7% Hispanic, 0.7% African American, -1% Indian and Asian. Of the approximately 18,500 residents in the primary service area approximately 81% are 45 years of age or older. Payer Mix:- Medicare - 54.65%- BlueCross - 13.73%- Medicaid - 14.73%- Commercial - 7.44%- Self Pay - 3.92%- Other - 5.53%. St. Joseph Health System owns seventeen provider-based and 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 - While St. Joseph Health System has identified heavy alcohol consumption and substance abuse as growing health issue during the process of our Community Health Needs Assessment, we have agreed to provide a supportive role in this area. Our community includes several organizations whose primary responsibility is to provide prevention and education programs as well as treatment to those affected by alcohol or substance abuse. Although choosing a supportive role, SJHS is committed to addressing the problem and providing support where possible. In order to address this issue, St. Joseph offers In-Kind space to the local Alcoholics Anonymous group. The group meets Wednesday and Thursday evenings each week of the year for approximately 2 hours. 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 others who may have a drinking problem. Support Groups - St. Joseph Health System offers several Support Groups with the purpose of addressing social, psychological or emotional issues related to specific diagnoses or occurrences. Diabetic Club - It 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 - It 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. Ostomy Support Group - This support group is designed for anyone who has a stoma (an alternate exit of their bowel or bladder), as well as their caregivers or loved ones. The meetings offer information on community resources available for ostomy patients, as well as tips on the latest equipment and ways to cope with an ostomy. Survivors of Suicide - It is a peer facilitated support group with the goal of providing understanding and support to those who have lost a loved one to suicide and to increase awareness so future acts can be prevented. The group's intent is to provide a safe place to share feelings and provide support towards healthy resolution of grief. | ||
| Part VI, Line 6: St. Joseph Health System is the member of Ascension Health. Ascension Health Alliance became 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 health care facilities, or Health Ministries, located in 23 of the United States and the District of Columbia. In addition to serving as the sole corporate member of Ascension Health, Ascension Health Alliance serves as the member or shareholder of various other subsidiaries. Ascension Health Alliance, its subsidiaries, and the Health Ministries are referred to collectively from time to time hereafter as the System. Ascension Health Alliance is sponsored by Ascension Health Ministries, a Public Juridic Person. The Participating Entities of Ascension Health Ministries are the Daughters of Charity of St. Vincent de Paul in the United States, St. Louise Province, the Congregation of St. Joseph, the Congregation of the Sisters of St. Joseph of Carondelet, the Congregation of Alexian Brothers of the Immaculate Conception Province-American Province, and the Sisters of the Sorrowful Mother of the Third Order of St. Francis of Assisi-US/Caribbean Province. Marian Health 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. In addition, Alexian Brothers Health System, which was previously sponsored by the Congregation of Alexian Brothers of the Immaculate Conception Province, Inc. American Province, became part of Ascension Health on January 1, 2012. 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 $1.6 million 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.Ascension Health Alliance 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 who are poor and community benefit programs. The cost of providing care of persons who are poor and community benefit programs is estimated using internal cost data. | ||
| MI | Reports Filed With States | Part VI, Line 7 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ann Balfour | ||||||||||||||
| President | 171922 | 0 | 0 | 0 | 31658 | 0 | 30455 | 0 | 15421 | 0 | 249456 | 0 | 23702 | 0 |
| Donald R Ellis III MD | ||||||||||||||
| Trustee (Sch O) | 146116 | 0 | 75927 | 0 | 4501 | 0 | 4580 | 0 | 15860 | 0 | 246984 | 0 | 0 | 0 |
| Earl Elowsky | ||||||||||||||
| Chief of Staff | 224984 | 0 | 0 | 0 | 2018 | 0 | 4423 | 0 | 15438 | 0 | 246863 | 0 | 0 | 0 |
| Diana Ennes MD | ||||||||||||||
| Surgeon | 474807 | 0 | 0 | 0 | 23987 | 0 | 5000 | 0 | 12895 | 0 | 516689 | 0 | 0 | 0 |
| John Blocksom DO | ||||||||||||||
| Surgeon | 429842 | 0 | 0 | 0 | 28423 | 0 | 5000 | 0 | 12456 | 0 | 475721 | 0 | 0 | 0 |
| Hugo Davila Garcia MD | ||||||||||||||
| Physician | 382369 | 0 | 0 | 0 | 724 | 0 | 5000 | 0 | 15805 | 0 | 403898 | 0 | 0 | 0 |
| Mark Gallagher DO | ||||||||||||||
| Surgeon | 348010 | 0 | 0 | 0 | 9031 | 0 | 5000 | 0 | 15823 | 0 | 377864 | 0 | 0 | 0 |
| Richard Schulz DO | ||||||||||||||
| Surgeon | 341166 | 0 | 0 | 0 | 2378 | 0 | 5000 | 0 | 16118 | 0 | 364662 | 0 | 0 | 0 |
| Michael Wagner | ||||||||||||||
| Former Chief Staff | 153074 | 0 | 75927 | 0 | 1295 | 0 | 4580 | 0 | 396 | 0 | 235272 | 0 | 0 | 0 |
| Patrick Murtha | ||||||||||||||
| Former CEO | 0 | 0 | 0 | 0 | 212543 | 0 | 0 | 0 | 12819 | 0 | 225362 | 0 | 14822 | 0 |
| Linda Stancill | ||||||||||||||
| Former CFO | 71004 | 0 | 0 | 0 | 181814 | 0 | 16011 | 0 | 15367 | 0 | 284196 | 0 | 68650 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 3 | St. Mary's of Michigan Medical Center, Inc., a related organization of St. Joseph Health System, uses the following to establish the compensation of organization's CEO/Executive Director: - Compensation Committee, and - Approval by the Board or Compensation Committee. | |
| Part III | Part I, Line 4a: Severance Payments: Patrick Murtha - $195,866 Linda Stancill - $85,093 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. The organization that paid the salaries of the individuals listed in Schedule J, Part II, paid out of the supplemental nonqualified retirement plan in the amounts as noted: Ann Balfour - $23,702 Patrick Murtha - $14,822 Linda Stancill - $68,650 The organization that paid the salaries of the individuals listed in Schedule J, Part II, contributed to the supplemental nonqualified retirement plan in the amounts as noted: Ann Balfour - $27,319 Linda Stancill - $14,295 | Supplemental Information |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part IV, Line 17 & 18: | 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 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, Inc. entity boards. | |
| Form 990, Part VI, Section A, line 6 | The St. Joseph Health System has a single corporate member, Ascension Health. | |
| Form 990, Part VI, Section A, line 7a | The 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 meeting will decide if conflict 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 conflicts 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 C, line 19 | The organization will provide any documents open to public inspection upon request. | |
| Form 990, Part VII, Section A: | The compensation paid to Donald R. Ellis III, M.D. reflects payments for his services as Physician, not remuneration for his participation on the Board of Trustees | Explanation of Compensation for Donald R. Ellis III, M.D.: |
| Form 990, Part IX, line 11g | Physician Fees and Other Professional Medical Fees: Program service expenses 3,698,176. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,698,176. Purchased Services and other Professional Fees: Program service expenses 0. Management and general expenses 2,977,726. Fundraising expenses 76. Total expenses 2,977,802. | Other Fees |
| Form 990, Part XI, line 9: | Donations from Restriction 449. Restricted Contributions used for Property 123,209. CA Deferred Pension Cost -469,736. Net Assets from Affiliates -127,658. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Ascension Health | ||||||||||
| PO Box 45998 | St Louis | MO | 63145 | 311662309 | Health System | MO | Section 501(c)(3) | Schedule A, Line 11a | Ascension Health Alliance | 0 |
| St Joseph Health System Foundation | ||||||||||
| 200 Hemlock Road | Tawas City | MI | 48763 | 010790428 | Fundraising | MI | Section 501(c)(3) | Schedule A, Line 11a | St Joseph's Health System Inc | 1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Joseph Health Enterprises | BusinessNameLine1 |
Address US AddressUS
| 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 Activity | Other Medical | PrimaryActivity |
| Legal Domicile State | MI | LegalDomicileState |
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) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 610793 | ShareOfTotalIncome |
| Share Of EOY Assets | 1083761 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| St Joseph Health Enterprises | ||
| K | 165031 | Cash |
| Ascension Health | ||
| P | 1969002 | Cash |
| St Joseph Health Enterprises | ||
| Q | 477047 | Cash |
| St Joseph Health System Foundation | ||
| C | 123658 | Cash |
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