ROPER HOSPITAL INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROPER HOSPITAL INC (EIN 57-0828733)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201413169349300106
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T06:55:42-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Ridgefield Court | AddressLine1 |
| City | Asheville | City |
| State | NC | State |
| ZIP Code | 28806 | 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 | 570828733 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roper Hospital Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROPE | BusinessNameControlTxt |
| Phone | 8437891704 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1483 Tobias Gadson Blvd No 101 | AddressLine1 |
| City | Charleston | City |
| State | SC | State |
| ZIP Code | 29407 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bret D Johnson | PersonNm |
| Person Title | SVP & CFO | PersonTitleTxt |
| Phone | 8437891704 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Bibby | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | David L Dunlap | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1483 Tobias Gadson Blvd No 101 | AddressLine1 |
| City | Charleston | City |
| State | SC | State |
| ZIP Code | 29407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $392,978,145 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.rsfh.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | Operation of nonprofit hospital facility in Charleston, SC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 2153 | TotalEmployeeCnt |
| Total Volunteers | 181 | TotalVolunteersCnt |
| Total Gross UBI | $585,709 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $174,875 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,920,186 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,080,417 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $388,264,985 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $380,428,923 | CYProgramServiceRevenueAmt |
| PY Investment Income | $187,213 | PYInvestmentIncomeAmt |
| CY Investment Income | -$317,837 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,919,912 | PYOtherRevenueAmt |
| CY Other Revenue | $8,091,119 | CYOtherRevenueAmt |
| PY Total Revenue | $402,292,296 | PYTotalRevenueAmt |
| CY Total Revenue | $392,282,622 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $438,868 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $443,558 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $160,543,598 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $153,608,358 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $187,669,654 | PYOtherExpensesAmt |
| CY Other Expenses | $183,423,643 | CYOtherExpensesAmt |
| PY Total Expenses | $348,652,120 | PYTotalExpensesAmt |
| CY Total Expenses | $337,475,559 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $53,640,176 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $54,807,063 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $594,638,911 | TotalAssetsBOYAmt |
| Total Assets EOY | $643,605,908 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,870,518 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,525,436 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $577,768,393 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $632,080,472 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Healing all people with compassion, faith, and excellence. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $290,654,741 | ExpenseAmt |
| Grant | $443,558 | GrantAmt |
| Revenue | $385,718,457 | RevenueAmt |
| Desc | In 2013, Roper Hospital contributed $22,618,000 million in community benefit. These benefits included charity care, unreimbursed Medicaid, and numerous sponsorships and community outreach programs (see Schedule H for additional details). Moments of giving back can be found throughout our organization. Whether it's a financial counselor working with a patient to help them pay for services or teams across the hospital gathering to raise awareness and dollars, each team member works to demonstrate Roper Hospital's mission of healing all people with faith, compassion and excellence. Highlights of Roper Hospital's busy year include: 37,400 volunteer staff hours for activities such as health fairs, career days and public programs that benefited nearly 80,000 individuals in the community; hosting the Students Can Really Use Bedside Skills (SCRUBS) program, which gives students an opportunity to learn about health careers from experts in the field; the American Heart Association Heart walk to raise awareness of the prevalence of heart disease and stroke in the Lowcountry; Families for a Healthy Heart; the American Lung Association; American Red Cross blood drives and Achieving Wheelchair Equality, an Bridge Run-sponsored team, among others. The new Clinical Biotechnology Research Institute is also heavily involved in Alzheimer'S research by supporting a team that works closely with the Lowcountry Alzheimer's Association. In addition to Roper Hospital's commitment to bettering and supporting the health of the community, the organization also supported many charitable organizations that work to fulfill additional needs. That list includes: Crisis Ministries, which provides food, hope and shelter to the homeless; Respite Care Ministries, which offers day programs with people suffering from memory loss; and a partnership with the Gibbes Museum of Art on a program entitled "Art of Healing", which takes the holistic approach that borrowed artwork can help individuals heal along with medical treatment. This volunteer work and community partnerships really bring the Roper Hospital continuum of care into a higher realm of service. With these programs and enthusiasm for creating solid medical change in our community, the hospital has been quite successful as seen by the numerous awards and recognition it has received in the past several years. Examples of these prestigious recognitions earned accolades from Healthgrades.com, the leading source of medical information for consumers; Becker's Hospital Review, U.S. News and World Report, a BlueCross/Blue Shield Blue Distinction and Medicare Distinction - to name a few. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Please see Schedule O for a detailed statement of Program Service Accomplishments.Please visit our website for a detailed community benefit report at: http://www.ropersaintfrancis.com/about_us/mission_and_community_activities/annualreport.aspx. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $290,654,741 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 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 | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 2153 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Finance Department | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8437891704 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1483 Tobias Gadson Blvd 101 | AddressLine1 |
| City | Charleston | City |
| State | SC | State |
| ZIP Code | 29407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| John M Jordan | ||||||||||
| Chair (See Sch O) | 0.50 | 2.50 | Yes (X) | $0 | $318,568 | $29,358 | ||||
| Stanley Wilson MD | ||||||||||
| Vice Chair (As of July)(See Sch O) | 0.50 | 49.50 | Yes (X) | $0 | $599,386 | $60,448 | ||||
| W Blount Ellison MD | ||||||||||
| Vice Chair (Thru June)(See Sch O) | 0.50 | 2.50 | Yes (X) | $167,679 | $0 | $23,800 | ||||
| Sister Anne Lutz | ||||||||||
| Board Member | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Statuto | ||||||||||
| Board Member | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph G Piemont | ||||||||||
| Board Member | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||||
| Perry Keith Waring | ||||||||||
| Board Member (Thru June) | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||||
| Brantley D Thomas PhD | ||||||||||
| Board Member (Thru June) | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||||
| Katherine Duffy PhD | ||||||||||
| Board Member | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||||
| Roberta Pinckney | ||||||||||
| Board Member (As of July) | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||||
| Shannon Honney MD | ||||||||||
| Board Member (See Sch O) | 0.50 | 49.50 | Yes (X) | $0 | $222,596 | $16,167 | ||||
| Julius R Ivester MD | ||||||||||
| Board Member | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||||
| Alison E Dillon MD | ||||||||||
| Board Member (See Sch O) | 0.50 | 2.50 | Yes (X) | $0 | $46,595 | $0 | ||||
| Angress Walker | ||||||||||
| Board Member | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Thornley | ||||||||||
| Board Member (As of July) | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||||
| Wills C Geils MD | ||||||||||
| Board Member (As of July)(See Sch O) | 0.50 | 2.50 | Yes (X) | $9,930 | $20,000 | $0 | ||||
| David Dunlap | ||||||||||
| President & CEO Of CAHS | 1.00 | 49.00 | $0 | $927,548 | $262,908 | Yes (X) | ||||
| Matthew J Severance | ||||||||||
| CEO / Secretary | 47.00 | 3.00 | $570,058 | $0 | $197,152 | Yes (X) | ||||
| Steven D Shapiro MD | ||||||||||
| CMO & VP Med. Affiars | 1.00 | 49.00 | $0 | $637,159 | $107,134 | Yes (X) | ||||
| Bret Johnson | ||||||||||
| CFO & SVP / Treasurer | 1.00 | 49.00 | $0 | $528,020 | $183,178 | Yes (X) | ||||
| Allen Carroll | ||||||||||
| SVP Operations | 1.00 | 49.00 | $0 | $467,456 | $155,505 | Yes (X) | ||||
| Douglas W Bowling | ||||||||||
| CSO & VP | 1.00 | 49.00 | $0 | $410,398 | $138,857 | Yes (X) | ||||
| John Sullivan | ||||||||||
| VP Operations | 1.00 | 49.00 | $0 | $355,386 | $177,300 | Yes (X) | ||||
| Gregory T Edwards | ||||||||||
| VP & General Counsel | 1.00 | 49.00 | $0 | $393,731 | $127,710 | Yes (X) | ||||
| H Douglas Harrison | ||||||||||
| VP Human Resources | 1.00 | 49.00 | $0 | $338,567 | $86,512 | Yes (X) | ||||
| Michael Taylor | ||||||||||
| CIO & VP | 1.00 | 49.00 | $0 | $353,888 | $108,246 | Yes (X) | ||||
| Lisa Schafer Thru June | ||||||||||
| VP Nursing/Sr. Nurse Exec RHI | 47.00 | 3.00 | $148,315 | $0 | $32,988 | Yes (X) | ||||
| R Levern Livingston MD | ||||||||||
| Roper Board Chair | 1.00 | 49.00 | $0 | $154,153 | $35,134 | Yes (X) | ||||
| Pennie Lynn Peralta | ||||||||||
| VP Nursing/Sr. Nurse Exec SFX | 1.00 | 49.00 | $0 | $205,889 | $70,087 | Yes (X) | ||||
| Diana Topjian | ||||||||||
| VP Nursing/Sr. Nurse Exec MPH | 1.00 | 49.00 | $0 | $178,568 | $57,038 | Yes (X) | ||||
| Mark Dickson | ||||||||||
| VP Mission | 1.00 | 49.00 | $0 | $161,827 | $57,556 | Yes (X) | ||||
| Carolyn Donohue As of Sept | ||||||||||
| VP Nursing/Sr. Nurse Exec RHI | 1.00 | 49.00 | $68,760 | $0 | $1,249 | Yes (X) | ||||
| John Walters MD | ||||||||||
| Roper Board Vice Chair | 1.00 | $0 | $0 | $0 | Yes (X) | |||||
| John M Grayson MD | ||||||||||
| Dir of Heart Ctr | 9.00 | 50.00 | $71,945 | $345,612 | $29,983 | Yes (X) | ||||
| Peter DiNicola | ||||||||||
| Dir of Plant Engineering | 1.00 | 49.00 | $0 | $218,291 | $18,881 | Yes (X) | ||||
| Wanda Brockmeyer | ||||||||||
| Dir of Emergency Services | 1.00 | 49.00 | $0 | $166,976 | $20,285 | Yes (X) | ||||
| Joan Wherley | ||||||||||
| Dir of Imaging Services | 1.00 | 49.00 | $0 | $159,752 | $15,228 | Yes (X) | ||||
| Susan Bennett | ||||||||||
| Asso. Nurse Executive | 50.00 | 0.00 | $157,268 | $0 | $17,050 | Yes (X) | ||||
| Robert Lowery MD | ||||||||||
| Physician | 1.00 | 49.00 | $11,500 | $1,264,938 | $57,789 | Yes (X) | ||||
| John Steichen MD | ||||||||||
| Physician | 1.00 | 49.00 | $13,500 | $1,250,401 | $62,003 | Yes (X) | ||||
| Stephen Rawe MD | ||||||||||
| Physician | 1.00 | 49.00 | $18,000 | $1,234,254 | $49,918 | Yes (X) | ||||
| George Khoury MD | ||||||||||
| Physician | 1.00 | 49.00 | $13,000 | $1,214,041 | $62,003 | Yes (X) | ||||
| John Graham MD | ||||||||||
| Physician | 6.00 | 44.00 | $134,551 | $848,017 | $60,573 | Yes (X) | ||||
| Francis Wyckoff Jr | ||||||||||
| Dir of Pharmacy, Former Key Emp. | 1.00 | 49.00 | $0 | $193,820 | $28,992 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,384,506 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $13,215,837 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,351,032 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 124 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Roper Emergency Physicians | |||||
| 639 McCutchen Street | Charleston | SC | 29412 | Physician Fees | $5,365,867 |
| Morrison Management Specialists | |||||
| PO Box 102289 | Atlanta | GA | 303682289 | Cafeteria Management | $5,331,911 |
| Anesthesia Assoc of Charleston | |||||
| PO Box 22206 | Charleston | SC | 29413 | Anesthesia Services | $2,986,995 |
| Palmetto Emergency Physicians of Berkele | |||||
| 1385 Miles Drive | Charleston | SC | 29407 | Physician Fees | $1,703,357 |
| Angelica Textile Services | |||||
| PO Box 535122 | Atlanta | GA | 30353 | Linen Rental | $1,360,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 73 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $4,080,417 | RelatedOrganizationsAmt |
| Noncash Contributions | $188,474 | NoncashContributionsAmt |
| Total Contributions | $4,080,417 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Net Patient Service | 621400 | $379,512,948 | $378,927,239 | $585,709 |
| Clinical Research | 900099 | $620,135 | $620,135 | |
| Cytology Net Income | 900099 | $295,840 | $295,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $380,428,923 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,096 | TotalRevenueColumnAmt |
| Exclusion | $55,096 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $214,926 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $214,926 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $214,926 | TotalRevenueColumnAmt |
| Exclusion | $214,926 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $372,933 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$372,933 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$372,933 | TotalRevenueColumnAmt |
| Exclusion | -$372,933 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Direct Expenses | $55,776 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$55,776 | TotalRevenueColumnAmt |
| Exclusion | -$55,776 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $485,495 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $266,814 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $218,681 | TotalRevenueColumnAmt |
| Exclusion | $218,681 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Incentive Payments | 900099 | $3,285,080 | $3,285,080 | |
| 340B Prescription Drug Program | 900099 | $2,590,163 | $2,590,163 | |
| Cafeteria & Vending | 722210 | $1,548,255 | $1,548,255 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $289,790 | TotalRevenueColumnAmt |
| Exclusion | $289,790 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,713,288 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $392,282,622 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $385,718,457 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $585,709 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,898,039 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,558 | TotalAmt |
| Program Services | $443,558 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,193,956 | TotalAmt |
| Program Services | $249,554 | ProgramServicesAmt |
| Management And General | $944,402 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,317 | TotalAmt |
| Program Services | $255,317 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,799,761 | TotalAmt |
| Program Services | $99,508,397 | ProgramServicesAmt |
| Management And General | $28,291,364 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,535,033 | TotalAmt |
| Program Services | $2,754,034 | ProgramServicesAmt |
| Management And General | $780,999 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,436,122 | TotalAmt |
| Program Services | $11,267,336 | ProgramServicesAmt |
| Management And General | $3,168,786 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,388,169 | TotalAmt |
| Program Services | $4,976,823 | ProgramServicesAmt |
| Management And General | $1,411,346 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,491,659 | TotalAmt |
| Program Services | $3,490,019 | ProgramServicesAmt |
| Management And General | $1,001,640 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,824 | TotalAmt |
| Management And General | $662,824 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,414 | TotalAmt |
| Management And General | $220,414 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,459 | TotalAmt |
| Management And General | $3,459 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,336,603 | TotalAmt |
| Program Services | $23,008,549 | ProgramServicesAmt |
| Management And General | $2,328,054 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,140,508 | TotalAmt |
| Program Services | $1,626,856 | ProgramServicesAmt |
| Management And General | $513,652 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,333,036 | TotalAmt |
| Program Services | $16,640,478 | ProgramServicesAmt |
| Management And General | $4,692,558 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,896 | TotalAmt |
| Management And General | $200,896 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,233,114 | TotalAmt |
| Program Services | $9,682,658 | ProgramServicesAmt |
| Management And General | $550,456 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,288 | TotalAmt |
| Management And General | $438,288 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535,894 | TotalAmt |
| Management And General | $535,894 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,619 | TotalAmt |
| Program Services | $80,619 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,069,009 | TotalAmt |
| Program Services | $18,069,009 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,767,923 | TotalAmt |
| Program Services | $1,054,167 | ProgramServicesAmt |
| Management And General | $713,756 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| UBI taxes | $84,866 | $84,866 | |
| Medical supplies | $65,717,823 | $65,717,823 | |
| Bad debt expense | $20,254,241 | $20,254,241 | |
| Medical DSH tax | $10,242,128 | $10,242,128 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,610,339 | TotalAmt |
| Program Services | $1,333,175 | ProgramServicesAmt |
| Management And General | $277,164 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,475,559 | TotalAmt |
| Program Services | $290,654,741 | ProgramServicesAmt |
| Management And General | $46,820,818 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,004 | BOYAmt |
| EOY | $7,425 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,937,012 | BOYAmt |
| EOY | $53,623,261 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,811,029 | BOYAmt |
| EOY | $6,201,925 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,024,030 | BOYAmt |
| EOY | $2,119,319 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $364,045,664 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $206,004,339 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,960,727 | BOYAmt |
| EOY | $158,041,325 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,864,085 | BOYAmt |
| EOY | $406,323,920 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,124,499 | BOYAmt |
| EOY | $11,124,499 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,871,525 | BOYAmt |
| EOY | $6,164,234 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $594,638,911 | BOYAmt |
| EOY | $643,605,908 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,323,051 | BOYAmt |
| EOY | $1,082,652 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,472 | BOYAmt |
| EOY | $72,540 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,494,477 | BOYAmt |
| EOY | $1,180,821 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,952,518 | BOYAmt |
| EOY | $9,189,423 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,870,518 | BOYAmt |
| EOY | $11,525,436 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577,768,393 | BOYAmt |
| EOY | $632,080,472 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577,768,393 | BOYAmt |
| EOY | $632,080,472 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $594,638,911 | BOYAmt |
| EOY | $643,605,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $54,807,063 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $150,413 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$645,397 | 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) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $3,459 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $3,459 | 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 | The organization is a member of the American Medical Rehab Providers Association (ARPA). This organization engages in lobbying efforts on behalf of their membership bodies, and each year a portion of membership dues is allocated to these lobbying expenditures. For 2013, membership dues attributable to lobbying were approximately $3,459. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,872,178 | OtherCostOrOtherBasisAmt |
| Book Value | $3,872,178 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $247,220,065 | OtherCostOrOtherBasisAmt |
| Depreciation | $132,806,330 | DepreciationAmt |
| Book Value | $114,413,735 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,384,931 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,777,269 | DepreciationAmt |
| Book Value | $4,607,662 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $100,936,241 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,420,740 | DepreciationAmt |
| Book Value | $33,515,501 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,632,249 | OtherCostOrOtherBasisAmt |
| Book Value | $1,632,249 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $158,041,325 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Net Intercompany Receivables | $406,120,510 | F |
| Investment in RSF Eye Surgery Center | $203,410 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $406,323,920 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Third Party Reserves | $7,789,665 |
| Fin-47 Asbestos Accrual | $585,000 |
| Other Liabilities | $814,758 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,189,423 | 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 | Roper Hospital is a not-for-profit organization as described in Section 501(c)(3) of the Internal Revenue Code and is generally exempt from federal and state income taxes. The Lowcountry Surgery Center is a limited liability company. Under current laws, income or loss of limited liability companies is included in the income tax returns of the members. Accordingly, no provision for income taxes is made in the consolidated financial statements. Although [the consolidated group] is generally exempt from federal and state income taxes, it evaluates whether there are any uncertain tax positions that fail to meet the more-likely-than-not threshold for recognition in the consolidated financial statements. Uncertain tax positions may include the characterization of income, such as a characterization of income as passive, a decision to exclude reporting taxable income in a tax return, or a decision to classify a transaction, entity, or other position in a tax return as tax exempt. The tax return benefit from an uncertain tax position is recognized when it is more likely than not that the position will be sustained upon examination, including resolutions of any related appeals or litigation processes, based on the technical merits. The organization has no unrecognized tax positions as of December 31, 2013 and 2012, and does not expect that unrecognized tax benefits will materially increase within the next 12 months. Tax years 2010 through 2012 are subject to examination by the federal and state taxing authorities, respectively. There are no income tax examinations currently in process. Interest and penalties related to uncertain tax positions, if any, would be recognized in the consolidated financial statements as income tax expense. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 299.000000000000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 399.000000000000 | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $27,271,540 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $11,481,401 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $15,790,139 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04980 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $20,845,427 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $19,692,473 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,152,954 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00360 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $48,116,967 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $31,173,874 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $16,943,093 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05340 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $550,387 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $550,387 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00170 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,227,641 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $273,598 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,954,043 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00620 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $220,689 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $220,689 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00070 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,198,154 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,381,625 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,816,529 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00890 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,196,871 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,655,223 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,541,648 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01750 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $56,313,838 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $33,829,097 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $22,484,741 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07090 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $133,446 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $133,446 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $133,446 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $133,446 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $20,254,241 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $8,101,696 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $118,725,503 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $143,160,747 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$24,435,244 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp
Entity Name EntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1 Lowcountry Surgery Center (DBA Roper St Francis Eye Surgery Center) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Eye Surgery | PrimaryActivitiesTxt |
| Org Profit Or Ownership | 0.50500 | OrgProfitOrOwnershipPct |
| Physicians Profit Or Ownership | 0.49500 | PhysiciansProfitOrOwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roper Hospital | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 Calhoun Street | AddressLine1 |
| City | Charleston | City |
| State | SC | State |
| ZIP Code | 29401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | Rehab | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roper Hospital | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| CHNA Conducted | 13 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | www.rsfh.com | OwnWebsiteURLTxt |
| Rpt Available Upon Request | Yes (X) | RptAvailableUponRequestInd |
| Adopt Implementation Strategy | Yes (X) | AdoptImplementationStrategyInd |
| Exec Implementation Strategy | Yes (X) | ExecImplementationStrategyInd |
| Prioritize Health Needs | Yes (X) | PrioritizeHealthNeedsInd |
| Prioritize Services | Yes (X) | PrioritizeServicesInd |
| All Needs Addressed | Yes (1) | AllNeedsAddressedInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Used Deter Elig Free Care | Yes (1) | FPGUsedDeterEligFreeCareInd |
| FPG Family Incm Lmt Free Care | 299.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Used Determ Elig Dscnt Care | Yes (1) | FPGUsedDetermEligDscntCareInd |
| FPG Family Incm Lmt Dscnt Care | 399.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| Income Level | Yes (X) | IncomeLevelInd |
| Medical Indigency | Yes (X) | MedicalIndigencyInd |
| Insurance Status | Yes (X) | InsuranceStatusInd |
| Uninsured Discount | Yes (X) | UninsuredDiscountInd |
| Other Factors | Yes (X) | OtherFactorsInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| Posted On Website | Yes (X) | PostedOnWebsiteInd |
| Attached To Invoice | Yes (X) | AttachedToInvoiceInd |
| Available On Request | Yes (X) | AvailableOnRequestInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Other Method Used | Yes (X) | OtherMethodUsedInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Roper Hospital | Part V, Section B, Line 3: The Community Needs Assessment Team entered into dialogue with key hospital administrators, physicians, those with knowledge/expertise in public health, and those serving underserved and chronic disease populations. During the community input phase, the team conducted face-to-face interviews, phone interviews, and surveys in which respondents were able to comment and discuss general community health issues of their specific service area. Through these numerous interviews and surveys, a summary of community input was created. This summary would eventually be used to help focus in on priorities and ultimately, implementation strategies. Respondents who participated in this phase included experts in the field of public health, hospital administration members, community outreach groups, and other local organizations. Respondents included Dana Millet, Director of DHEC Lowcountry Region, Joseph Chambers, MD; Public Health expert and consultant, Thaddeus Bell, MD; with Closing the Gap in Healthcare. Other respondents were from focus groups in the Charleston Promise Neighborhood (North Charleston), East Cooper Community Outreach (Mt. Pleasant), Neighborhood House (Charleston), and Our Lady of Mercy Outreach Center (Johns Island). |
| Roper Hospital | Part V, Section B, Line 4: Bon Secours-St. Francis Xavier Hospital and Roper St. Francis Mt. Pleasant Hospital |
| Roper Hospital | Part V, Section B, Line 7: The organization has programs in place that address all of the community needs identified by the CHNA. However, RSFH senior leadership identified 6 issues as strategic priorities to address in the implementation plan for its current CHNA. For the needs that did not emerge as strategic priority areas, Roper St. Francis Healthcare will continue to provide the current support and services as listed in Schedule H, Part VI, question 4. |
| Roper Hospital | Part V, Section B, Line 10: The Hospital will provide free care for patients with a signed charity care application who have income between 0 - 299% of FPG. If a signed charity care application is not obtained, after 120 days of collection efforts, the hospital will use the Health Care Advisory Board's self pay compass program to automatically qualify patients for charity care through the use of an electronic scoring technique. The hospital will provide free care for patients who have income of 350% and below of FPG as determined by the self pay compass program. |
| Roper Hospital | Part V, Section B, Line 11: The Hospital will provide a 90% discount for patients with a signed charity care application who have income between 300 - 399% of FPG. If a signed charity care application is not obtained, the hospital will not provide discounted care. |
| Roper Hospital | Part V, Section B, Line 12i: In addition to using the Federal Poverty Guidelines to determine free and discounted care (see Part I, lines 3a and 3b), the hospital offers a 35% discount to all uninsured patients regardless of income. A 10% prompt payment discount is also offered to all self-pay patients who pay their balance at one time. Medical indigency adjustments are available to those that meet the established guidelines. |
| Roper Hospital | Part V, Section B, Line 14g: The patient handbook provided with registration references the policy and includes contact information for patients who need assistance. |
| Roper Hospital | Part V, Section B, Line 20d: The hospital's FAP provides a minimum discount of 90% for individuals that qualify under the policy's provisions. The hospital has made plans to implement a method of determining Amounts Generally Billed (AGB) per the recently released Proposed Regulations under IRC Section 501(r), however given the high level of discount available under the current policy, the organization is confident that its policies are well within guidelines. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 19 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (19 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | FacilityFacilityTxt |
|---|---|---|---|---|
| Roper Hospital Diagn & ER - Northwoods | ||||
| 2233 Northwoods Blvd | North Charleston | SC | 29406 | radiology, pharmacy, lab, and emergency services |
| Roper Hospital Diagn & ER - Berkeley | ||||
| 730 Stoney Landing Road | Moncks Corner | SC | 29461 | radiology, pharmacy, lab, and emergency services |
| Roper Hospital Amb Surgery & Pain Mgmt | ||||
| 325 Folly Road Ste 200 | Charleston | SC | 29412 | ambulatory surgery |
| Roper Hospital Radiation Oncology - Rope | ||||
| 2085 Henry Tecklenburg Dr Ste 106 | Charleston | SC | 29414 | radiation therapy |
| Roper Hospital Diagn - James Island | ||||
| 325 Folly Road Ste 108 205 | Charleston | SC | 29412 | radiology and lab |
| Roper St Francis Home Health Care | ||||
| 1483 Tobias Gadson Blvd 208 | Charleston | SC | 29407 | home health care |
| Roper Hospital PETCT - Roper St Franci | ||||
| 2085 Henry Tecklenburg Dr Ste 105 | Charleston | SC | 29414 | PET/CT and CT |
| Roper Hospital Amb Surgery - Berkeley | ||||
| 730 Stoney Landing Road | Moncks Corner | SC | 29461 | ambulatory surgery |
| Roper Hospital Diagn - Moncks Corner | ||||
| 2061 Highway 52 | Moncks Corner | SC | 29461 | radiology |
| Roper Hospital Diagn - Medical Office B | ||||
| 125 Doughty Street Ste 160 | Charleston | SC | 29403 | radiology and lab |
| Roper Hospital Imaging - Wingo Way | ||||
| 180 Wingo Way Ste 105 | Mt Pleasant | SC | 29464 | radiology |
| Lowcountry Surgery Center dba Roper St | ||||
| 18 Farmfield Avenue | Charleston | SC | 29407 | eye surgery |
| Roper Hospital Rehab - Berkeley | ||||
| 730 Stoney Landing Road | Moncks Corner | SC | 29461 | PT, OT, ST |
| Roper Hospital Diagn - Goose Creek | ||||
| 149 St James Avenue | Goose Creek | SC | 29445 | radiology and lab |
| Roper Hospice | ||||
| 1483 Tobias Gadson Blvd 208 | Charleston | SC | 29407 | outpatient hospice care |
| Roper Hospital Imaging - Wesley Drive | ||||
| 615 Wesley Drive Ste 120 | Charleston | SC | 29407 | radiology |
| Roper Hospital Sleep Lab - Berkeley | ||||
| 730 Stoney Landing Road | Moncks Corner | SC | 29461 | sleep lab services |
| Roper Hospital Diagn - KiawahSeabrook | ||||
| 345 Freshfield Drive Ste J101 | Johns Island | SC | 29455 | radiology |
| Roper Hospital Diagn - Farmfield | ||||
| 16 Farmfield Avenue Ste E | Charleston | SC | 29407 | radiology and lab |
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | In addition to using the federal poverty guidelines to determine free and discounted care (see Part I, Lines 3a and 3b), the hospital system offers a 35% discount for patients who are uninsured. A 10% prompt payment discount is offered to all self-pay or self pay-after-insurance-patients who pay the balance at one time. Medical indigency adjustments are available to those that meet the established guidelines.The Hospital will provide free care for patients with a signed charity care application who have income between 0 - 299% of FPG. If a signed charity care application is not obtained, after 120 days of collection efforts, the hospital will use the Health Care Advisory Board's self pay compass program to automatically qualify patients for charity care through the use of an electronic scoring technique. The hospital will provide free care for patients who have income of 350% and below of FPG as determined by the self pay compass program.The Hospital will provide a 90% discount for patients with a signed charity care application who have income between 300 - 399% of FPG. If a signed charity care application is not obtained, the hospital will not provide discounted care. |
| Part I, Line 6a: | The organization's community benefit report is made available through its corporate parent, CareAlliance Health Services d/b/a Roper St. Francis Healthcare. |
| Part I, Line 7: | Worksheet 2 of the 2013 Schedule H instructions was used to compute a cost-to-charges ratio used to calculate charity care and unreimbursed Medicaid at cost. |
| Part I, Ln 7 Col(f): | The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $20,254,241. |
| Part I, Line 7(e): | Advantage Programs - $ 14,559 Aneurysm Support Group - 9,917 Breast Cancer Focus/Suvivor Group - 2,416 Breastfeeding is Best Support Group - 2,299 Community Calendars and Newsletters - 5,834 Enrollment Assistance in Public Programs - 64,556 Families for a Healthy Heart Program - 13,288 Health Education and Lectures by Staff - 12,762 Health Fairs and Career Days - 52,464 House Calls Magazine 175,014 HIV Program and Activities - 12,673 Myeloma Support Group - 174 Perinatal Services for Our Lady of Mercy - 75,233 PSA Screening - 232 SCI Peer Mentor Program - 578 Young Stroke Survivors Support Group - 48 WIC - 30,041 Community Benefit Program Oversight Costs - 58,197 Community Health Needs Assessment - 20,102 Total to Line 7(e), Col (e) - 550,387 |
| Part II, Community Building Activities: | In 2013, the Hospital performed the following activities to build up the community.1. Habitat for Humanity2. Participation in economic development council and chamber of commerce on issues impacting the community's health and safety.3. Collaborative partnerships with community groups to improve economic stability of the community. |
| Part III, Line 3: | For patients who do not turn in a signed charity care application, after 120 days of collection efforts, RSFH uses the Health Care Advisory Board's self pay compass program to automatically qualify patients for charity care through the use of an electronic scoring technique. The data received through this software is believed to err on the side of denying charity. The estimate of bad debt that could have been charity is based on the system error rate. Please note that patients who complete a full charity care application and qualify for charity under our policy are granted charity regardless of the score in the self-pay compass system. |
| Part III, Line 4: | Bad debts reported on Part III, Line 2 are reported at gross charges per the organization's audited financial statements.Please refer to the second footnote of the organization's audited financial statements for a description of receivables and bad debts. |
| Part III, Line 8: | The entire amount of Medicare shortfall qualifies as community benefit. Our treatment of Medicare patients, as described in IRS Rev. Rul. 69-545, indicates that Roper Hospital operates to promote the health of the community. By taking Medicare patients, the hospital promotes access to healthcare services, which is a community benefit.The organization uses the Medicare cost report to determine the costs reported on Part III, Line 5 and 6. Had we included revenues and costs from all Medicare programs including Medicare Part C this would have resulted in an additional shortfall of $7,639,462. |
| Part III, Line 9b: | The hospital uses the Health Care Advisory Board's self pay compass program to identify a patients propensity to pay. Accounts with an FPL of 350% and below will be identified once the self pay AR billing process has been completed and prior to the account being referred to a collection agency. Accounts with FPL of 350% and below will be given a charity adjustment. Once an account has been referred to bad debt, the organization will make every effort to ensure that all self-pay collectors demonstrate consistent, compassionate, and professional service while conducting business on behalf of the health system. This will include, but is not limited to: guarantor notification and contact/collection attempts, discount opportunities, payment plan arrangements, account balance notifications, face to face meetings, and detailed bill generation. An outsourced self-pay billing agency will contact the guarantor to set up payment arrangements. Financial assistance discounts are offered to guarantors who meet the charity guidelines.Self pay patients receive a 35% discount off total charges. They are also eligible for a 10% prompt payment discount if they pay the balance during the discussion. Discounts may be combined if all requirements are met. In pursuit of collections, the hospital and its agents will not: attach liens on property, garnish wages, pursue legal actions (unless recommended by the self pay billing entities), sell accounts, or send bankrupt guarantors to collection agencies. |
| Part VI, Line 2: | Roper St. Francis Healthcare identified community health needs by undergoing an assessment process in 2013 that complies with IRS Section 501(r). The Needs Assessment is posted on our website: http://www.rsfh.com/About_Us/Mission_and_Community_Activities/Needs_Assessment.aspx and we invite the community to review and respond to this document so that our collaborative efforts can make living in our community more enjoyable and healthier.As allowed by IRS guidelines, Roper St. Francis Healthcare decided to produce a joint CHNA report in collaboration with its three Charleston area hospitals as those facilities define their communities to be the same. Each hospital files a Schedule H and has a customized implementation plan attached.The community needs assessment process consists of 5 steps: data assessment, community input, prioritization and implementation strategy, reporting, and monitoring. In the data assessment step, service areas were defined, external data research was completed and key findings were summarized. Interviews were conducted with persons with special knowledge of public health, hospital personnel, local organizations, and community outreach advocates. Our service area for this assessment is defined as the Tri-County area of Charleston, Berkeley, and Dorchester Counties. We used the following sources in the data assessment process: Nielson Claritas, 2012 County Health Rankings, Health Indicators Warehouse, The Advisory Board Company, Kids Count Data Center, Truven Health Analytics, and the USDA. Data from these sources was used to identify at-risk populations, underserved populations, health need areas, and professional shortage areas. See the answer to Schedule H, Part VI, question 4 for a description of the community served.Subsequent to the data assessment step, the Community Needs Assessment Team entered into dialogue with key hospital administrators, physicians, those with knowledge/expertise in public health, and those serving underserved and chronic disease populations. During the community input phase, the team conducted face-to-face interviews, phone interviews, and surveys in which respondents were able to comment and discuss general community health issues of their specific service area. Through these numerous interviews and surveys, a summary of community input was created. This summary would eventually be used to help focus in on priorities and ultimately, implementation strategies. Respondents who participated in this phase included experts in the field of public health, hospital administration members, community outreach groups, and other local organizations. Respondents included Dana Millet, Director of DHEC Lowcountry Region, Joseph Chambers, MD; Public Health expert and consultant, Thaddeus Bell, MD; with Closing the Gap in Healthcare. Other respondents were from focus groups in the Charleston Promise Neighborhood (North Charleston), East Cooper Community Outreach (Mt. Pleasant), Neighborhood House (Charleston), and Our Lady of Mercy Outreach Center (Johns Island). Collection and analysis of results from the CHNA data assessment, survey, interviews, and focus groups provided a strong foundation for identifying health needs and service gaps. In June 2013, Roper St. Francis Healthcare held multiple sessions with leading stakeholders to assess initial findings and establish priorities. These various constituents included representatives from the Medical University of South Carolinas strategic planning team, leadership of Trident United Way's Health Council and 2-1-1 program, experts from Joseph P. Riley Jr. Center for Livable Communities at the College of Charleston, and public health consultants. Twelve priority areas of need emerged for the Tri-County service area. As part of the prioritization process, Roper St. Francis Healthcare conducted an inventory of existing system-based outreach programs, community partnerships, and other collaborative resources that currently address each of the priority areas:1)Access to Services for Uninsured and Underinsured: Access Health Tri-county Network; RSF Financial Assistance Policy and Patient Financial Services staff to assist; partnerships with Free Clinics such as Barrier Island Free Medical Clinic, Our Lady of Mercy Outreach and Crisis Ministries; new RSF Mt. Pleasant Hospital and Physician Partners network development.2)Obesity, Nutrition, and Activity: RSF Bariatric & Metabolic Services; Diabetes Treatment Center; Cardiac Rehabilitation Centers and related programs; Lowcountry Senior Center programs; Families for Healthy Heart program; Employee "Wellness Works" program with coaching available; partnering with community groups such as City of Charleston's "Lighten Up Charleston" and "Closing the Gap in Healthcare"; farmers markets at hospitals.3)Mental Health: "Highway to Hope" program with mobile van/partnership with mental health departments; Behavioral Health Unit; case management/assessment through Emergency Departments.4)Alcohol and Drug Abuse: Community investment support for community programs; addressed through Behavioral Health Unit and Physician Partners practices.5)Breast Center/Mammography: Breast Cancer Center at Roper Hospital; RSF Cancer Center; "Ladies Night Out" community outreach programs.6)Maternal and Child Healthcare/Infant Mortality: Prenatal Care programs throughout system; special focus on prenatal care and treatment through RSF Mt. Pleasant and Bon Secours St. Francis hospitals specifically, with outreach to rural communities; support and partnership with Our Lady of Mercy Outreach, Franklin C. Fetter Clinic and others.7)Prevention/Wellness/Outreach: Employee "Wellness Works" program with coaching available; Families for Healthy Heart program; Community Screenings and health fairs; partnerships and support for community wellness and prevention programs.8)High Prevalence of Chronic Disease: Heart and Vascular treatments and programs; development of Palliative Care program; Cancer Center outreach and support programs.9)Lack of Transportation: ITN (Independent Transportation Network), volunteers giving rides for medical appointments; support for CARTA public transportation and use of taxis throughout system when needed; development of Physician Partners network for closer proximity of population areas.10)Low Healthcare Literacy and Distrust Among Those with Limited Access: Health Literacy training through Professional Development; Case Management and Nursing focus on discharge planning and instructions; "Closing the Gap in Healthcare" public education programs.11)Coordination of Care Across Settings: "Transitions of Care" process throughout RSF; new grant through Duke Endowment for this; Case Management model for Access Health Tri-County Network; RSF Home Health, Palliative Care program and new Hospice program.12)Cultural Awareness and Effective Programs: Professional Development programs for cultural competencies; development of Diversity program and educational efforts; support for "Closing the Gap in Healthcare" program; Mandatory on-line program for employees.After examining the range of services currently available, the expertise, outreach, and capacity of the RSFH system, and the resources available to best address needs through other community organizations, Roper St. Francis Healthcare senior leadership chose the following 6 issues as priorities to implement for its current CHNA: Access to Services and Coverage for the Uninsured and Underserved, Mental Health, Maternal and Child Health, Prevention/Wellness/Outreach, High Prevalence of Chronic Disease, and Coordination of Care Across Settings.For the needs identified through the CHNA that did not emerge as strategic priority areas of need (Obesity, Nutrition and Activity; Alcohol and Drug Abuse; Breast Cancer/Mammography; Lack of Transportation; Low Healthcare Literacy and Distrust Among Those with Limited Access; Cultural Awareness and Effective Programs), Roper St. Francis Healthcare will continue to provide the support and services as listed in the inventory of community outreach and services to address these issues.The Roper St. Francis Community Needs Assessment Team developed implementation strategies for each health issue identified as a strategic priority. This implementation plan (attached) will be rolled out over the next 3 years. Strategies are be clearly defined with a matrix of which areas each RSFH hospital will address. Some strategies may be addressed by more than one RSFH hospital or the system as a whole. The team will develop a monitoring method to provide status and results of these efforts to improve community health. RSFH is committed to conducting another health needs assessment in three years.The Community Health Needs Assessment for fiscal December 31, 2013 was approved by the Board of Directors at its meeting held on October 12, 2013. |
| Part VI, Line 3: | The Hospital shall send anyone who requests information on the hospital's financial assistance program a letter outlining required information and a financial assistance application form. Requests for financial assistance may be proposed by sources other than the patient, such as the patient's physician, family members, social service organizations, community or religious groups, or hospital personnel. Statements to patients from the Hospital outline our charity care policy and our charity care policy is posted on our website. If patients indicate they are not able to pay their bill, we will provide the patient with a charity care application.Patients can also meet with a member or our financial counseling department to learn about their financial assistance options. Brochures are printed in English and Spanish telling patients to contact the financial counseling department. The Hospital wants its patients' focus to be on health and recovery and not financial worry. There is absolutely no additional cost for our financial counseling assistance.Additionally, patients can meet with staff of the Medicaid program. The program staff will meet with patients individually to help them apply for publicly supported programs such as Medicaid, Medicare, and disability. Counselors meet with patients in the hospital as well as making home visits as appropriate. The staff can also help identify resources to help pay for medication. All of this information is posted on our website with the appropriate contact information. |
| Part VI, Line 4: | The System's primary service area consists of Charleston, Berkeley, and Dorchester counties, and includes the major municipalities of Charleston, North Charleston, Mount Pleasant, and Summerville. Approximately 703,000 residents live within the primary service area, based on Nielsen Claritas estimates for 2013. Population in the primary service area is projected to grow 8.1% between 2013 and 2018 based on Nielsen Claritas projections. In 2013, 14% of households within the primary service area had income less than $15K, 12% had income between $15K and $25K, 26% had income between $25K and $50K, 18% between $50K and $75K, 12% between $75K and $100K, and 18% above $100K compared to the national rates of 14%, 12%, 25%, 18%, 12%, and 19%, respectively. Within the primary service area, poverty continues to be an issue. According to the US Census Bureau's 2010 Small Area Health Insurance Estimates (SAHIE), an estimated 108,943 Tri-county residents lack health insurance. There is a vast overrepresentation of the uninsured living at or below the Federal Poverty Level. The US Department of Health and Human Services designated 6 medically underserved areas and 1 medically underserved population within our primary service area. From April 2012 to April 2013, the unemployment rate in the primary service area decreased from 7.1% to 5.9%. This is a lower unemployment rate than the national average, which was 7.7% in April 2012 declining to 7.1% in April 2013.The secondary service area includes Colleton, Orangeburg, Georgetown, Hampton, Beaufort, Williamsburg, and Horry counties. In addition to the system's facilities, there are three other non-military hospitals in the primary service area. |
| Part VI, Line 5: | In keeping with our mission of healing all people with compassion, faith, and excellence, Roper St. Francis Healthcare strives to enrich the health of our community. We do this by offering charity care to those in need, reaching out to our neighbors with health fairs and educational materials, sponsoring organizations and events that promote wellness and community well-being, and marshalling our resources to advance the health and dignity of each person with whom we come in contact. We are the lowcountry's only non-governmental, not for profit healthcare system. With this distinction, we believe it is our responsibility to advocate for and respond to our neighbors needs through community benefit. Surplus funds are returned to our community through the development of new facilities to serve population growth, the expansion of existing facilities, subsidizing care for those who are unable to pay, sponsorship of healthcare related activities including outreach clinics and programs for the uninsured, and investing in technology to improve the quality of patient care.The organization is committed to the enrichment of healthcare in our community as evidenced by the composition of our Board of Directors and Open Medical Staff. Our governing body is comprised of a 13-member Board of Directors. At least nine directors must have their primary residence in a community served by the system. Five directors must be physicians actively engaged in the full time practice of medicine. The hospital extends medical staff privileges to all qualified physicians in the area for most of our departments. |
| Part VI, Line 6: | CareAlliance Health Services (d/b/a) Roper St. Francis Healthcare (RSFH) is a charitable health care delivery system based in Charleston, South Carolina. The 657-bed health system provides services at 90 facilities and doctors' offices conveniently located throughout our region. One of these facilities is Roper Hospital, Inc, an acute care hospital with 368 licensed beds. CareAlliance was formed effective August 1, 1998, through the execution of an affiliation agreement between the following founding members: - The Medical Society of South Carolina, - Bon-Secours Health System, Inc., and - Carolinas Healthcare System. CareAlliance is the sole corporate member and, through its by-laws, has the power to control the financial and business affairs of Roper Hospital, Inc. |
| Part VI, Line 7, Reports Filed With States | SC |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (30 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John M Jordan | ||||||||||||||
| Chair (See Sch O) | $0 | $278,568 | $0 | $40,000 | $0 | $0 | $0 | $15,298 | $0 | $14,060 | $0 | $347,926 | $0 | $0 |
| Stanley Wilson MD | ||||||||||||||
| Vice Chair (As of July)(See Sch O) | $0 | $403,272 | $0 | $192,395 | $0 | $3,719 | $0 | $30,298 | $0 | $30,150 | $0 | $659,834 | $0 | $0 |
| W Blount Ellison MD | ||||||||||||||
| Vice Chair (Thru June)(See Sch O) | $0 | $0 | $0 | $0 | $167,679 | $0 | $0 | $23,800 | $0 | $0 | $167,679 | $23,800 | $0 | $0 |
| Shannon Honney MD | ||||||||||||||
| Board Member (See Sch O) | $0 | $158,525 | $0 | $62,250 | $0 | $1,821 | $0 | $7,798 | $0 | $8,369 | $0 | $238,763 | $0 | $0 |
| David Dunlap | ||||||||||||||
| President & CEO Of CAHS | $0 | $564,253 | $0 | $243,585 | $0 | $119,710 | $0 | $239,566 | $0 | $23,342 | $0 | $1,190,456 | $0 | $147,469 |
| Matthew J Severance | ||||||||||||||
| CEO / Secretary | $404,868 | $0 | $158,411 | $0 | $6,779 | $0 | $161,638 | $0 | $35,514 | $0 | $767,210 | $0 | $80,348 | $0 |
| Steven D Shapiro MD | ||||||||||||||
| CMO & VP Med. Affiars | $0 | $365,522 | $0 | $132,182 | $0 | $139,455 | $0 | $94,178 | $0 | $12,956 | $0 | $744,293 | $0 | $164,373 |
| Bret Johnson | ||||||||||||||
| CFO & SVP / Treasurer | $0 | $318,383 | $0 | $126,517 | $0 | $83,120 | $0 | $153,397 | $0 | $29,781 | $0 | $711,198 | $0 | $113,869 |
| Allen Carroll | ||||||||||||||
| SVP Operations | $0 | $336,173 | $0 | $130,327 | $0 | $956 | $0 | $135,518 | $0 | $19,987 | $0 | $622,961 | $0 | $61,013 |
| Douglas W Bowling | ||||||||||||||
| CSO & VP | $0 | $298,362 | $0 | $107,128 | $0 | $4,908 | $0 | $116,358 | $0 | $22,499 | $0 | $549,255 | $0 | $45,559 |
| John Sullivan | ||||||||||||||
| VP Operations | $0 | $221,976 | $0 | $100,766 | $0 | $32,644 | $0 | $154,217 | $0 | $23,083 | $0 | $532,686 | $0 | $41,128 |
| Gregory T Edwards | ||||||||||||||
| VP & General Counsel | $0 | $289,786 | $0 | $98,139 | $0 | $5,806 | $0 | $98,514 | $0 | $29,196 | $0 | $521,441 | $0 | $40,386 |
| H Douglas Harrison | ||||||||||||||
| VP Human Resources | $0 | $241,994 | $0 | $66,916 | $0 | $29,657 | $0 | $75,118 | $0 | $11,394 | $0 | $425,079 | $0 | $16,069 |
| Michael Taylor | ||||||||||||||
| CIO & VP | $0 | $258,079 | $0 | $80,422 | $0 | $15,387 | $0 | $93,278 | $0 | $14,968 | $0 | $462,134 | $0 | $22,217 |
| Lisa Schafer Thru June | ||||||||||||||
| VP Nursing/Sr. Nurse Exec RHI | $101,288 | $0 | $43,025 | $0 | $4,002 | $0 | $27,298 | $0 | $5,690 | $0 | $181,303 | $0 | $10,266 | $0 |
| R Levern Livingston MD | ||||||||||||||
| Roper Board Chair | $0 | $132,929 | $0 | $14,000 | $0 | $7,224 | $0 | $12,798 | $0 | $22,336 | $0 | $189,287 | $0 | $0 |
| Pennie Lynn Peralta | ||||||||||||||
| VP Nursing/Sr. Nurse Exec SFX | $0 | $163,499 | $0 | $42,003 | $0 | $387 | $0 | $51,703 | $0 | $18,384 | $0 | $275,976 | $0 | $14,215 |
| Diana Topjian | ||||||||||||||
| VP Nursing/Sr. Nurse Exec MPH | $0 | $145,862 | $0 | $32,158 | $0 | $548 | $0 | $38,240 | $0 | $18,798 | $0 | $235,606 | $0 | $0 |
| Mark Dickson | ||||||||||||||
| VP Mission | $0 | $133,914 | $0 | $25,182 | $0 | $2,731 | $0 | $29,926 | $0 | $27,630 | $0 | $219,383 | $0 | $0 |
| John M Grayson MD | ||||||||||||||
| Dir of Heart Ctr | $66,708 | $320,456 | $5,040 | $24,210 | $197 | $946 | $2,205 | $10,593 | $2,961 | $14,224 | $77,111 | $370,429 | $0 | $0 |
| Peter DiNicola | ||||||||||||||
| Dir of Plant Engineering | $0 | $192,390 | $0 | $21,764 | $0 | $4,137 | $0 | $13,742 | $0 | $5,139 | $0 | $237,172 | $0 | $0 |
| Wanda Brockmeyer | ||||||||||||||
| Dir of Emergency Services | $0 | $143,758 | $0 | $13,694 | $0 | $9,524 | $0 | $9,710 | $0 | $10,575 | $0 | $187,261 | $0 | $0 |
| Joan Wherley | ||||||||||||||
| Dir of Imaging Services | $0 | $139,734 | $0 | $17,209 | $0 | $2,809 | $0 | $6,889 | $0 | $8,339 | $0 | $174,980 | $0 | $0 |
| Susan Bennett | ||||||||||||||
| Asso. Nurse Executive | $143,813 | $0 | $13,248 | $0 | $207 | $0 | $6,682 | $0 | $10,368 | $0 | $174,318 | $0 | $0 | $0 |
| Robert Lowery MD | ||||||||||||||
| Physician | $11,500 | $758,012 | $0 | $499,340 | $0 | $7,586 | $0 | $30,298 | $0 | $27,491 | $11,500 | $1,322,727 | $0 | $0 |
| John Steichen MD | ||||||||||||||
| Physician | $13,500 | $1,131,832 | $0 | $110,053 | $0 | $8,516 | $0 | $30,298 | $0 | $31,705 | $13,500 | $1,312,404 | $0 | $0 |
| Stephen Rawe MD | ||||||||||||||
| Physician | $18,000 | $1,221,897 | $0 | $0 | $0 | $12,357 | $0 | $30,298 | $0 | $19,620 | $18,000 | $1,284,172 | $0 | $0 |
| George Khoury MD | ||||||||||||||
| Physician | $13,000 | $1,165,933 | $0 | $41,187 | $0 | $6,921 | $0 | $30,298 | $0 | $31,705 | $13,000 | $1,276,044 | $0 | $0 |
| John Graham MD | ||||||||||||||
| Physician | $134,551 | $748,718 | $0 | $89,236 | $0 | $10,063 | $0 | $30,298 | $0 | $30,275 | $134,551 | $908,590 | $0 | $0 |
| Francis Wyckoff Jr | ||||||||||||||
| Dir of Pharmacy, Former Key Emp. | $0 | $169,277 | $0 | $20,749 | $0 | $3,794 | $0 | $16,965 | $0 | $12,027 | $0 | $222,812 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4b | The Vice Presidents, CFO, and CEO participate in the 457(f) Plan. The vesting period changed from 3 to 5 years in 2013, so not all Vice Presidents received payouts in 2013. The following participants received compensation through a 457(f) Plan: Steven Shapiro - 138,861 (from a related organization) Howard Harrison - 14,400 (from a related organization) Bret Johnson - 77,448 (from a related organization) David Dunlap - 65,893 (from a related organization) |
| Part I, Line 6 | Goals are developed each year to support the organization's strategic initiatives for people, quality, financial, growth and service. The Ad Hoc Compensation Committee approves the system goals annually and reports to the full Board of Directors. Progress on each metric is reported to the board each month on the corporate scorecard. At year end, the Ad Hoc Compensation Committee approves the final scorecard number and reports results to the full board. Annual incentives for the executives are based on 60% on the corporate scorecard and 40% on individual performance. Executives maintain an individual scorecard on the leader evaluation manager and discuss results monthly with the President/CEO. The President/CEO approves the individual executive scorecard. System Vice Presidents and the system CEO are eligible to participate in a long term incentive plan (LTIP). An LTIP typically takes place over a three year period and does not vest until the end of the third year. To receive payment, executives must still be employed by the system at the end of the plan period. Each LTIP has a financial and clinical objective that is aligned with the organization's strategic goals. Threshold, target, and maximum performance ranges are established for these objectives and are measured based on performance against similar organizations or compared to an internal metric such as an improvement over prior performance. These targets and objectives are approved by the Ad Hoc Compensation Committee. The incentive is earned based on the satisfaction of the threshold, target, or maximum performance ranges. The Ad Hoc Compensation Committee also approves the final LTIP performance score and the amount paid to executives under the plan. Results are reported to the full board annually. |
| Part I, Line 7 | See the response to Line 6 above. |
| Part II, Line 1: Compensation from unrelated organizations | Carolinas Healthcare System provides the compensation of David L. Dunlap, CEO, CareAlliance Health Services; Bret D. Johnson, CFO, CareAlliance Health Services; and John Sullivan, CEO, Roper St. Francis Mt. Pleasant Hospital. Mr. Dunlap and Mr. Johnson are employees of Carolinas Healthcare System and their compensation is paid by CareAlliance Healthcare Services, a related organization, through a management fee to Carolinas Healthcare System. Mr. Sullivan is also an employee of Carolinas Healthcare System, and his compensation is paid by Roper St. Francis Mt. Pleasant hospital, a related organization, through a management fee to Carolinas Healthcare System. Additional information: CareAlliance Health Services has board representations from the 3 founding organizations: The Medical Society of SC (6 board members), Bon-Secours Health System, Inc. (6 board members), and Carolinas Healthcare System (1 board member). None of the 13 appointed board members receive compensation for their membership. Additionally, 4 of the 6 board members appointed by the Medical Society of South Carolina also serve on the Board of the Medical Society. None receive compensation for their services as a board member. It is the founding members' intent that the members of the Board of Directors are appointed to such positions because they have a willingness to serve the needs of the system as a whole and not the needs of any individual founding member. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Coastal Cardiology | |||
| Owned in part by Board member W. Blount Ellison, MD | $469,561 | Provision of cardiology services to organization. Amount of transaction indicates the aggregate payment for services performed. | 0 |
| Anesthesia Associates of Charleston | |||
| Business relationship with Board member Julius Ivester, MD | $3,311,718 | Provision of anesthesia services to organization. Amount of transaction indicates the accrued aggregate payment for services performed. | 0 |
| Roper Emergency Physicians | |||
| Owned in part by Officer Dr. John Walters | $5,365,867 | Physician Fees | 0 |
| Sonde Smith | |||
| Family relationship with Board member Julius Ivester, MD | $61,659 | Compensation as employee | 0 |
| Lauri Pendarvis | |||
| Family relationship with Board member Julius Ivester, MD | $146,521 | Compensation as employee | 0 |
| Jennifer Dunlap | |||
| Family relationship with Officer David Dunlap | $47,137 | Compensation as employee | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | Special Light | 1 | $183,321 |
| Yes (X) | Wheelchair | 1 | $2,000 |
| Yes (X) | Patient Tops/ | 1 | $1,653 |
| Yes (X) | Rehab Equipme | 1 | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 3 | Carolinas Healthcare System (CHS), an unrelated organization, provides the compensation of Mr. David L. Dunlap, CEO, CareAlliance Health Services; Mr. Bret D. Johnson, CFO, CareAlliance Health Services; and Mr. John Sullivan, CEO, Roper St. Francis Mt. Pleasant Hospital. Mr. Dunlap and Mr. Johnson are employees of CHS and their compensation is paid by CareAlliance Health Services, a related organization, through a management fee to CHS. Mr. Sullivan is also an employee of CHS, and his compensation is paid through a management fee by Roper St. Francis Mt. Pleasant Hospital. |
| Form 990, Part VI, Section A, line 6 | The sole member of the corporation is CareAlliance Health Services, a South Carolina nonprofit, nonstock Corporation, d/b/a Roper St. Francis Healthcare. CareAlliance Health Services is in turn governed by a Board of Directors appointed by the "founding members". Please see the response to Line 7a below. The bylaws of the organization specify certain qualifications of the thirteen member Board of Directors. At least nine directors must have their primary residence in a community served by the system. Five directors must be physicians actively engaged in the full time practice of medicine. Five of the directors are appointed to the Board of Directors by virtue of positions held within MSSC, BSHSI and CHS (ex-officio directors). Each of the five ex-officio directors serves as a director of the organization for so long as such person holds his or her respective elected or appointed office in his or her respective founding member organization. Directors serve three-year terms and are limited to three consecutive terms. After an absence of at least one year, directors are again eligible for appointment to the Board of Directors for two consecutive complete terms. |
| Form 990, Part VI, Section A, line 7a | The organization is governed by a thirteen member Board of Directors appointed by the founding members. Subject to certain nominating and governance committee approvals, six directors are appointed by the Medical Society of South Carolina (MSSC), Bon Secours Health Systems, Inc. (BSHSI) and one director is appointed by Carolinas Healthcare Systems (CHS). It is the founding members' intent that the members of the organization's Board of Directors are appointed to such positions because they have a willingness to serve the needs of the system as a whole and not the needs of any individual founding member. |
| Form 990, Part VI, Section A, line 7b | The following actions shall require the unanimous affirmative approval of all of the founding members: (a) to amend the Articles of Incorporation or by-laws, including without limitation, any change in the corporation's purposes; provided, however, that, subject to the procedures and voting requirements with respect to the admission of non-founding members, Schedule 3.1 may be amended with the approval of two (2) of the founding members to reflect the admission of a non-founding member; (b) to dissolve or liquidate the corporation and to determine the distribution of assets upon dissolution; (c) to merge or consolidate the corporation or to sell, convey, transfer, lease, or otherwise dispose of all or substantially all of its assets; (d) to appoint the President and Chief Executive Officer of the corporation in a manner other than that established within the by-laws; (e) to alter or amend the corporation's ethical performance standards (defined below); or (f) to enter into any material agreement whereby a third party will: (i) become an equity owner in any joint venture with the corporation or any system participant and will not be legally obligated to support the corporation's ethical performance standards; or (ii) manage a substantial part of the facilities, assets, or operations of the system and will not be legally obligated to comply with and support the corporation's ethical performance standards. |
| Form 990, Part VI, Section B, line 11 | The 2013 Form 990 was prepared by an independent accounting firm with assistance and oversight by management. Reviews were then conducted by senior management before drafts were sent to each member of the organization's governing body. A transmittal letter accompanied the drafts and provided highlights of the Form 990 to the organization's Board of Directors. After the governing body approved the Form 990 draft, a final version was filed with the Internal Revenue Service. |
| Form 990, Part VI, Section B, line 12c | The directors shall complete and return to the secretary an annual statement that each: (a) has received a copy of the conflict of interest policy; (b) has read and understands the policy; (c) agrees to comply with this policy; (d) understands that the policy applies to all committees; and (e) understands that the organization is a charitable organization and must continuously engage primarily in activities which accomplish one or more of its tax-exempt purposes. |
| Form 990, Part VI, Section B, line 15 | An independent company, Towers Watson, provides research, advice and guidance to the compensation committee and senior leadership to ensure the organization's compensation programs for executives covered by the "Intermediate Sanctions Legislation" (IRC Section 4958) are aligned with its stated philosophy: Base salaries are targeted at the 50th percentile of the established comparator market; Total cash compensation (base salary plus annual incentive payments) are targeted at the 75th percentile of the established comparator market; Total direct compensation (total cash compensation plus long term incentive payments) will not exceed the 90th percentile of the established comparator market; Benefits are targeted at market median; and In aggregate, base salary, total cash compensation, total direct compensation and benefits comprise total compensation for executives. The compensation committee ensures that executive total compensation is reflective of the organization's stated compensation philosophy. The committee, in this process, authorizes and supports an annual three step process utilizing Towers Watson's resources: 1) Salary levels, annual bonus targets/payments and long term incentive grants are compared rigorously each year with market data based on comparable positions and organizations. A. Comparable organizations are typically not-for-profit healthcare systems with similar operating revenues. Private sector employer data, when available, are also included in the analysis for "transferable skills positions". B. Historically, performance incentive payouts generally track with a normal bonus payout distribution. Incentive goals are primarily based on formally defined quantitative goals approved by the ad hoc Compensation Committee of the RSFH Board of Directors. 2) All recommended pay decisions are tested against these data and the organization's stated compensation philosophy. 3) A formal opinion letter is prepared by Towers Watson, representing that senior executives are compensated within the reasonableness standards mandated by the IRS. A similar process is performed by Towers Watson for the CEO and CFO positions. This letter provides a "safe harbor" for the organization's "directors" relative to the reasonableness of total executive compensation consistent with IRC Section 4958. |
| Form 990, Part VI, Section C, line 18 | Photocopies of the Form 990 are available upon request at the organization's administrative office. In addition, recent filings of the Form 990 are available online at www.guidestar.org. |
| Form 990, Part VI, Section C, line 19 | The organization's audited financial statements are published annually and are available to the public at www.dacbond.com. |
| Form 990, Part VII, Line 1: | The following board members were compensated for services performed for the organization (or a related organization) not in the capacity of their positions on the board. No board member is compensated for his services as a board member. John M. Jordan was compensated by the Medical Society of South Carolina for services as Chief Executive Officer. Stanley Wilson was compensated for medical services rendered to a related organization. W. Blount Ellison was compensated for medical services rendered to the organization. Shannon Honney was compensated for medical services rendered to a related organization. Alison E. Dillon was compensated for medical services rendered to a related organization. Wills C. Geils was compensated for medical services rendered to the organization and a related organization. |
| Form 990, Part IX, Line 1 | The majority of the grants expense shown on Page 10 of the 990 is an allocation from the parent company, CareAlliance Health Services. All grants meeting disclosure requirements for 2013 have been listed on CareAlliance Health Service's Form 990. |
| Form 990, Part XI, line 9: | Funds Released For Capital 831,000. Pension and benefits expense allocation from CAHS -678,472. Capital and Support From Foundation -797,925. |
| Form 990, Part XII, Line 2C: | The process has not changed from the prior year. |
| Form 990, Part III: | Creating Life Changing Moments in our Community The Roper St. Francis 2013 Community Benefit Report Dear Friends, At Roper St. Francis, we believe every moment matters. Each moment of providing excellent care, each smile amongst teammates and every moment spent giving back to our community. Moments of giving back can be found throughout our organization. It's the financial counselor going to a patient's home to help them enroll in Medicaid. It's the energized team of walkers at the Heart Walk coming together to raise awareness and dollars. And it's the nurse donating her own time to help the uninsured at the Barrier Island Free Clinic. In 2013, we gave over $50 million in community benefit. This number represents millions of small moments combined to make an enormous impact on our community. I hope you find the moments of giving detailed in this report as inspiring as I do. Sincerely, David L. Dunlap, FACHE President and Chief Executive Officer * Roper St. Francis uses the Voluntary Hospital Association /Catholic Health Association's standardized community benefit valuation methodology. |
| Form 990, Part III: | Our Community Benefit $35,107,560 Charity Care at Cost $6,040,677 Unreimbursed Medicaid Cost $8,475,021 Community Outreach Programs $515,347 Community Investment $50,138,605 Total Community Benefit Expense 6.6% of Roper St. Francis' Net Operating Revenue goes towards Community Benefit A Teaching Moment We believe that feeling good helps you live every moment to the fullest, that's why we at Roper St. Francis are passionate about reaching out beyond the walls of our facilities to support our communities' health. In 2013, we provided 89,262 hours of staff time in support of wellness initiatives that directly touched 107,277 of our neighbors. This includes participating in over 100 community healthfairs. A Moment to Give Back Sponsorships Monetary contributions, volunteering our time and donating equipment are among the many ways we support community organizations and events that are consistent with our mission. In 2013, we provided $515,347 in sponsorships. Trident United Way In 2013, Roper St. Francis employees showed their enormous commitment to our Lowcounty community and donated $370,533 to the Trident United Way. American Heart Association's Heart Walk We walk the walk! Roper St. Francis employees raised $21,600 for the American Heart Association's Heart Walk. A Moment to Serve Barrier Island Free Clinic Roper St. Francis helps serve hundreds of uninsured people via our partnership with the Barrier Island Free Medical Clinic. In 2013, we provided financial support along with free lab and imaging tests. In addition, several of our nurses and doctors volunteer their time at the clinic. Crisis Ministries We create moments of wellness and fellowship through our partnership with Crisis Ministries a place where people can receive a meal, a bed and access to a health clinic. Roper St. Francis sponsors an on-site nurse and makes regular donations of medical equipment, lab tests and medication. We are also supporting the creation of the new health clinic that will open in 2014. East Cooper Community Outreach Roper St. Francis' sponsorship dollars and support helps East Cooper Community Outreach provide case management services, medication assistance and healthcare. Our Lady of Mercy Community Outreach Center Welcoming a new baby into the world is one of life's greatest moments. Roper St. Francis proudly partners with Our Lady of Mercy Community Outreach Center to provide prenatal and wellness care to women in need. A Moment for Advocacy Medicaid Expansion A large part of our mission is providing care to the poor. The Affordable Care Act gives states the option to accept federal funding to expand Medicaid and provide healthcare coverage to many more people. We believe the acceptance of federal funding available for Medicaid expansion is the moral and right thing to do. Mission Days Lowcountry In August of 2013, hundreds of our teammates volunteered at a two day medical clinic for the uninsured. Organized by the South Carolina Hospital Association, and with all local hospitals working together, one thousand people were seen and given primary medical care. Those attending were also put in touch with Tricounty Access Health and other local agencies for follow-up and ongoing care. Community Health Needs Assessment Throughout 2013, Roper St. Francis completed a Needs Assessment for the Tricounty area, utilizing public health data, surveys and focus groups. The assessment identified strategic priorities for our system and an implementation plan was created to address those needs. The six highlighted areas within our scope of care and planning are: Access to Services and Coverage for the Uninsured and Underinsured Access to Mental Health Services Infant Mortality and Maternal and Child Health Prevention Wellness Outreach High Prevalence of Chronic Disease Coordination of Care Across Settings A Moment for Recovery The Roper Rehabilitation Hospital is a 52-bed unique hospital within Roper Hospital that is dedicated to rehabilitation and functional recovery. Our excellent team is committed to making every moment of our patients' recovery matter. For generations, Roper St. Francis has been trusted with the health of our community. We understand the importance of your health and that of those you love - it's at the center of everything we do. It's why every moment matters. Why every second saved in the ER is crucial, why every bedside minute gets our full attention, why every moment spent learning about wellness and prevention is time well-spent. We believe that smiles can change lives. We believe in the power of caring. We believe it is the muscle behind medicine and the reason for hope. We believe in the power of community, of reaching out, of extending care and generosity to those who need it most. We believe that every moment matters. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Island Surgery Center | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1483 Tobias Gadson Blvd 101 | AddressLine1 |
| City | Charleston | City |
| State | SC | State |
| ZIP Code | 29407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263858266 | EIN |
| Primary Activities | Surgery Center | PrimaryActivitiesTxt |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Total Income | $31,867,385 | TotalIncomeAmt |
| End Of Year Assets | $5,612,707 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roper Hospital Inc | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CareAlliance Health Services | |||||||||||
| 1483 Tobias Gadson Blvd 101 | Charleston | SC | 29407 | 570831165 | Healthcare | SC | 501(c)(3) | Line 3 | N/A | 0 | |
| Bon Secours St Francis Xavier Hospital | |||||||||||
| 1483 Tobias Gadson Blvd 101 | Charleston | SC | 29407 | 571067254 | Healthcare | SC | 501(c)(3) | Line 3 | 0 | CareAlliance Health Services | |
| Roper St Francis Mt Pleasant Hospital | |||||||||||
| 1483 Tobias Gadson Blvd 101 | Charleston | SC | 29407 | 570360499 | Healthcare | SC | 501(c)(3) | Line 3 | 0 | CareAlliance Health Services | |
| Roper St Francis Hospital - Berkeley | |||||||||||
| 125 Doughty Street 720 | Charleston | SC | 29403 | 263710229 | Healthcare (Future) | SC | 501(c)(3) | Line 3 | 0 | CareAlliance Health Services | |
| Roper St Francis Physicians Network | |||||||||||
| 125 Doughty Street 760 | Charleston | SC | 29403 | 262946628 | Healthcare | SC | 501(c)(3) | Line 3 | 0 | CareAlliance Health Services | |
| Roper St Francis Foundation | |||||||||||
| 125 Doughty Street 790 | Charleston | SC | 29403 | 571068509 | Supporting Org | SC | 501(c)(3) | Line 11a, I | 0 | CareAlliance Health Services | |
| The Medical Society Of South Carolina | |||||||||||
| 69-B Barre Street | Charleston | SC | 29401 | 570288358 | Supporting Org/Founding Member | SC | 501(c)(3) | Line 11c, III-FI | N/A | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lowcountry Surgery Center LLC (dba Roper St Francis Eye Surgery Center) | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1483 Tobias Gadson Blvd 101 | AddressLine1 |
| City | Charleston | City |
| State | SC | State |
| ZIP Code | 29407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581693021 | EIN |
| Primary Activities | Ambulatory Surgery Center | PrimaryActivitiesTxt |
| Legal Domicile State | SC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roper Hospital Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | $25,880 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $599,440 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.50500 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CareAlliance Medical Services Organization | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 Doughty Street | AddressLine1 |
| City | Charleston | City |
| State | SC | State |
| ZIP Code | 29403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571012837 | EIN |
| Primary Activities | Inactive | PrimaryActivitiesTxt |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Lowcountry Surgery Center LLC | ||
| A | $104,176 | Cash |
| Lowcountry Surgery Center LLC | ||
| L | $99,234 | Cash |
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