2013-05-15T15:00:23-05:00 2012-06-30 470617373 CATHOLIC HEALTH INITIATIVES 198 INVERNESS DRIVE WEST ENGLEWOOD CO 80112 990 2011-07-01 521681044 ST JOSEPH MEDICAL CENTER FOUNDATION INC STJO 4103371700 7601 Osler Drive Towson MD 21204 PAUL NICHOLSON MBA FHFMA 2013-05-15 true Pamela Krohn P01210500 3032989100 2011 2016-02-25 16:41:14Z PAUL NICHOLSON 7601 Osler Drive Towson MD 21204 2080051 false X WWW.STJOSEPHTOWSON.COM/GIVING.ASPX X 1990 MD WE ARE A FAITH-BASED FAMILY UNITED IN OUR UNWAVERING COMMITMENT TO PERSON-CENTERED CARE. FOCUSED ON OUR QUALITY AND OUR COLLABORATION WITH OUR COMMUNITIES, WE STRIVE TO MEET OUR COMMUNITIES' HEALTH-RELATED NEEDS BY RAISING FUNDS IN SUPPORT OF ST. JOSEPH MEDICAL CENTER. 19 13 0 20 0 0 3818889 1925288 0 0 58731 130424 -5644 -5531 3871976 2050181 2009767 2812662 0 0 0 0 0 0 634965 607479 1061891 2617246 3874553 1254730 -1824372 15762209 14421995 1020965 1539136 14741244 12882859 X THE ORGANIZATION'S MISSION IS TO NURTURE THE HEALING MINISTRY OF THE CHURCH BY BRINGING IT NEW LIFE, ENERGY AND VIABILITY IN THE 21ST CENTURY. FIDELITY TO THE GOSPEL URGES US TO EMPHASIZE HUMAN DIGNITY AND SOCIAL JUSTICE AS WE MOVE TOWARD THE CREATION OF HEALTHIER COMMUNITIES. false false 2849363 2812662 0 SEE SCHEDULE O. 2849363 true true false false false false false false true false false false false true true true true false false false false false false true false false true false true false false false false false false false false false false false false false true false false false false true 0 0 0 false false false false false false false false false false X 19 13 false false false false true true true true true false false true true true true true false false false false MD X S Michelle Lee VP Financial Rptg 4103281376 250 W Pratt Street Suite 1400 Baltimore MD 21201 X CARMEN DEYESU 2.00 X X 0 0 0 JEFFREY NORMAN 2.00 X X 0 692317 38291 KENNETH SUTER SR 2.00 X X 0 0 0 MARTIN BRUTSCHER 2.00 X X 0 0 0 TERRY YOUNG 40.00 X X 0 185067 23384 BETH DIETRICK 1.00 X 0 0 0 CHARLES NEUMANN 1.00 X 0 348000 0 DAVID ANDERSON 1.00 X 0 0 0 FRED MIRMIRAN PE 1.00 X 0 0 0 FREDERICK SMITH DDS 1.00 X 0 0 0 HARRY BRANDT MD 1.00 X 0 0 0 KENT PEARCE 1.00 X 0 0 0 MICHAEL SCHULTZ 1.00 X 0 749719 43608 NED HANNA JR 1.00 X 0 0 0 OWEN ROUSE JR 1.00 X 0 0 0 PAUL MARK SANDLER ESQ 1.00 X 0 0 0 RC FINNEY JR 1.00 X 0 529884 41710 SAMUEL WELLS III 1.00 X 0 0 0 SHERRI COHEN LCPC 1.00 X 0 0 0 STANTON ADES PHARMD 1.00 X 0 13134 0 THOMAS MATTE 1.00 X 0 0 0 WILLIAM FLATTERY 1.00 X 0 0 0 RICHARD IMBIMBO 40.00 X 0 304616 48253 JANICE DUNN 0.00 X 0 161761 19021 MARY ELIZABETH O'BRIEN 0.00 X 0 1268057 87218 0 4252555 301485 0 true true false 0 5946 97357 1091761 730224 1925288 0 0 0 0 0 130424 130424 0 0 0 0 0 0 0 0 24339 97357 29870 -5531 -5531 0 0 0 0 0 0 0 2050181 0 0 124893 2812662 2812662 0 0 0 0 0 0 0 0 0 0 500 500 0 0 0 0 882925 17842 355004 510079 492 492 157971 17007 34014 106950 0 0 0 4192 4192 0 1852 1852 0 0 707 707 0 REPAIRS AND MAINTENANCE 10332 10332 DUES AND SUBSCRIPTIONS 2920 2920 0 0 0 0 3874553 2849363 390225 634965 0 14825544 11157454 437284 101308 3897 6875 0 0 0 0 495484 3156358 0 0 0 0 0 0 15762209 14421995 1020965 1539136 1020965 1539136 X 7344648 5403505 4499409 4582167 2897187 2897187 14741244 12882859 15762209 14421995 X -1824372 -34013 X false true true X false X 4811771 2770853 2454339 3818889 1925288 15781140 0 0 4811771 2770853 2454339 3818889 1925288 15781140 3940008 11841132 484656 217153 49580 58731 130424 940544 0 463393 279900 287483 14554 24339 1069669 17791353 0.66560 0.66700 X OTHER INCOME, SCHEDULE A, PART II, LINE 10, DESCRIPTION - GROSS INCOME FROM FUNDRAISING EVENTS, COLUMN A - 463393, COLUMN B - 279900, COLUMN C - 287483, COLUMN D - 13804, COLUMN E - 24339, COLUMN F - 1068919; DESCRIPTION - GROSS INCOME FROM GAMING ACTIVITIES, COLUMN A - 0, COLUMN B - 0, COLUMN C - 0, COLUMN D - 750, COLUMN E - 0, COLUMN F - 750;, RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2897187 2547107 350080 350080 2547107 2897187 350080 0 0 0 0 0 350080 350075 0 5 0 0 0 350080 0.00000 1.00000 0.00000 false false 0 0 0 0 0 0 0 RESERVE ANNUITIES 72170 DUE TO AFFILIATE 1466966 1539136 2050181 3874553 -1824372 -34013 0 -34013 -1858385 2046038 -34013 0 -34013 2080051 -29870 -29870 2050181 3904423 29870 29870 3874553 0 0 3874553 Intended uses of endowment funds Schedule D, Part V, Line 4 THESE FUNDS ARE USED TO FUND NURSING EDUCATION AND TO PROVIDE SUPPORT TO ST. JOSEPH MEDICAL CENTER, INC. (A RELATED ORGANIZATION). FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 ST. JOSEPH MEDICAL CENTER FOUNDATION'S FINANCIAL INFORMATION IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF CATHOLIC HEALTH INITIATIVES (CHI), A RELATED ORGANIZATION. CHI'S FIN 48 (ASC 740) FOOTNOTE FOR THE YEAR ENDED JUNE 30, 2012 READS AS FOLLOWS: "CHI IS A TAX-EXEMPT COLORADO CORPORATION AND HAS BEEN GRANTED AN EXEMPTION FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CHI OWNS CERTAIN TAXABLE SUBSIDIARIES AND ENGAGES IN CERTAIN ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE AND THEREFORE SUBJECT TO INCOME TAX. MANAGEMENT REVIEWS ITS TAX POSITIONS ANNUALLY AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS." Other revenues in form 990 not in audited financial statements Schedule D, Part XII, Line 4b FUNDRAISING EVENT EXPENSES - -29870; Other expenses in audited financial statements not in form 990 Schedule D, Part XIII, Line 2d FUNDRAISING EVENT EXPENSES - 29870; GOLF EVENT 121696 97357 24339 29870 0 0 121696 97357 24339 0 0 29870 0 0 0 29870 -5531 true ST JOSEPH MEDICAL CENTER INC 7601 OSLER DRIVE TOWSON MD 21204 520591461 501(C)(3) 2812662 0 N/A N/A PROGRAM SUPPORT 1 0 Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 ST. JOSEPH MEDICAL CENTER FOUNDATION PROVIDED GRANTS TO ITS 501(C)(3) PARENT, ST. JOSEPH MEDICAL CENTER, INC. DURING FY12. DUE TO THE RECIPIENT'S TAX-EXEMPT STATUS, THE ORGANIZATION DOES NOT MONITOR THE USE OF GRANT FUNDS BEYOND DISTRIBUTION. true true false false false false false CHARLES NEUMANN 0 0 0 0 0 348000 0 0 0 0 0 348000 0 0 JANICE DUNN 0 0 0 0 0 161761 0 12085 0 6936 0 180782 0 0 JEFFREY NORMAN 0 333624 0 135859 0 222834 0 20228 0 18063 0 730608 0 41478 MARY ELIZABETH O'BRIEN 0 624467 0 307246 0 336344 0 77574 0 9644 0 1355275 0 0 MICHAEL SCHULTZ 0 739051 0 0 0 10668 0 22678 0 20930 0 793327 0 0 RC FINNEY JR 0 527952 0 0 0 1932 0 22678 0 19032 0 571594 0 0 RICHARD IMBIMBO 0 242700 0 15000 0 46916 0 32728 0 15525 0 352869 0 0 TERRY YOUNG 0 178881 0 0 0 6186 0 22516 0 868 0 208451 0 0 Arrangement used to establish the top management official's compensation Schedule J, Part I, Line 3 COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY CATHOLIC HEALTH INITIATIVES (CHI), A RELATED ORGANIZATION. CHI USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) WRITTEN EMPLOYMENT CONTRACTS; (4) COMPENSATION SURVEY OR STUDY; (5) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. Severance or change-of-control payment Schedule J, Part I, Line 4a POST-TERMINATION PAYMENTS ARE ADDRESSED IN EXECUTIVE EMPLOYMENT AGREEMENTS FOR CATHOLIC HEALTH INITIATIVES ("CHI") AND RELATED ORGANIZATIONS' EMPLOYEES AT THE LEVEL OF VICE PRESIDENT AND ABOVE, INCLUDING THE MBO CEOS. THESE EMPLOYMENT AGREEMENTS REQUIRE THAT IN ORDER FOR THE EXECUTIVE TO RECEIVE POST-TERMINATION PAYMENTS, THESE INDIVIDUALS MUST EXECUTE A GENERAL RELEASE AND SETTLEMENT AGREEMENT. POST-TERMINATION PAYMENT ARRANGEMENTS ARE PERIODICALLY REVIEWED FOR OVERALL REASONABLENESS IN LIGHT OF THE EXECUTIVE'S OVERALL COMPENSATION PACKAGE. THE FOLLOWING REPORTABLE INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FROM CATHOLIC HEALTH INITIATIVES (A RELATED ORGANIZATION) DURING THE 2011 CALENDAR YEAR, AND THESE SEVERANCE PAYMENTS WERE INCLUDED IN THE INDIVIDUAL'S W-2 INCOME AND REPORTABLE COMPENSATION ON PART VII AND SCHEDULE J: JANICE DUNN - $163,566 JEFFREY NORMAN - $112,521 Supplemental nonqualified retirement plan Schedule J, Part I, Line 4b DURING THE 2011 CALENDAR YEAR CATHOLIC HEALTH INITIATIVES ("CHI"), A RELATED ORGANIZATION, MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR MBO CEOS AND OTHER CHI EMPLOYEES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. THE FOLLOWING REPORTABLE INDIVIDUALS WERE ELIGIBLE TO PARTICIPATE IN THAT PLAN: MARY ELIZABETH O'BRIEN JEFFREY NORMAN DURING 2011 THE FOLLOWING CONTRIBUTIONS WERE MADE BY CHI TO THE DEFERRED COMPENSATION PLAN: MARY ELIZABETH O'BRIEN - $54,896 DURING 2011 THE FOLLOWING DISTRIBUTIONS WERE MADE BY CHI TO THE DEFERRED COMPENSATION PLAN: JEFFREY NORMAN - $41,478 DURING THE 2011 CALENDAR YEAR THE REMAINING REPORTABLE INDIVIDUALS WERE PAID BY A RELATED ORGANIZATION, ST. JOSEPH MEDICAL CENTER ("SJMC"), WHO MAINTAINED A SUPPLEMENTAL DEFERRED COMPENSATION PLAN FOR EMPLOYEES AT THE LEVEL OF VP AND HIGHER. THE FOLLOWING REPORTABLE INDIVIDUAL WAS ELIGIBLE TO PARTICIPATE IN THAT PLAN: RICHARD IMBIMBO TERRY YOUNG DURING 2011 THE FOLLOWING CONTRIBUTIONS WERE MADE BY SJMC TO THE DEFERRED COMPENSATION PLAN: RICHARD IMBIMBO - $12,500 TERRY YOUNG - $8,750 DUE TO THE "SUPER" VESTING RULES UNDER THE CHI DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS TERMINATION, AGE, OR YEARS OF SERVICE ARE ELIGIBLE TO RECEIVE THEIR 2011 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II. DURING 2011, THE FOLLOWING CONTRIBUTIONS THAT WOULD HAVE BEEN MADE BY CHI TO THE DEFERRED COMPENSATION PLAN WERE PAID IN CASH: JEFFREY NORMAN - $30,381 PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A ST. JOSEPH MEDICAL CENTER FOUNDATION, INC. SOLICTS, RECEIVES, AND DISTRIBUTES CHARITABLE GIFTS, FUNDS, AND OTHER ASSETS EXCLUSIVELY TO FURTHER THE RELIGIOUS, CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES OF ST. JOSEPH MEDICAL CENTER, INC. THESE FUNDS ARE USED SOLELY TO ENHANCE THE MEDICAL AND HEALTH CARE SERVICES PROVIDED BY ST. JOSEPH MEDICAL CENTER, INC. TO THE PEOPLE OF THE SURROUNDING AREA. FUNDS ARE RAISED UNDER THE OVERALL DIRECTION OF AN UNPAID BOARD OF DIRECTORS WHO, WORKING WITH A GROUP OF VOLUNTEERS, CONDUCT VARIOUS FUNDRAISING CAMPAIGNS AND CHARITABLE EVENTS THROUGHOUT THE YEAR. SOLICITATIONS ARE MADE FOR VARIOUS CAPITAL NEEDS OF ST. JOSEPH MEDICAL CENTER, INC., AS WELL AS, FOR PROGRAMS AND SERVICE ENHANCEMENTS. Delegate broad authority to a committee Form 990, Part VI, Section A, Line 1a PURSUANT TO SECTION 8.6 OF THE BYLAWS OF ST. JOSEPH MEDICAL CENTER FOUNDATION, THE EXECUTIVE COMMITTEE IS COMPOSED OF THE BOARD CHAIR, THE BOARD VICE CHAIR, THE PRESIDENT AND CEO, EACH OF WHOM SHALL SERVE AS AN EX OFFICIO VOTING MEMBER OF THE EXECUTIVE COMMITTEE, AND TWO VOTING MEMBERS APPOINTED BY THE BOARD OF DIRECTORS. EACH INDIVIDUAL APPOINTED TO THE EXECUTIVE COMMITTEE SHALL SERVE FOR A TERM OF ONE YEAR OR UNTIL HIS OR HER SUCCESSOR IS DULY APPOINTED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL CONSIST OF ONLY DIRECTORS OF THE CORPORATION. PURSUANT TO SECTION 8.1 OF THE CORPORATION'S BYLAWS, COMMITTEES, SUCH AS THE EXECUTIVE COMMITTEE, THAT ARE GRANTED THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS MAY INCLUDE ONLY DIRECTORS OF THE CORPORATION. FURTHER, PURSUANT TO SECTION 8.6 OF THE CORPORATION'S BYLAWS, THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE SUCH POWERS AS MAY BE DELEGATED TO IT BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE ALSO POSSESSES THE POWER TO TRANSACT ROUTINE BUSINESS OF THE CORPORATION IN THE INTERIM PERIOD BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD OF DIRECTORS. Classes of members or stockholders Form 990, Part VI, Section A, Line 6 ACCORDING TO THE BYLAWS OF ST. JOSEPH MEDICAL CENTER FOUNDATION, INC., THE ENTITY'S SOLE MEMBER IS ST. JOSEPH MEDICAL CENTER, INC. A MARYLAND NONPROFIT CORPORATION. Members or stockholders electing members of governing body Form 990, Part VI, Section A, Line 7a ACCORDING TO THE ORGANIZATION'S BYLAWS, DIRECTORS SHALL BE APPOINTED OR REFUSED BY THE CORPORATE MEMBER. THE CORPORATE MEMBER MAY APPOINT ONE OR MORE INDIVIDUALS TO THE BOARD OF DIRECTORS, AND MAY AT ANY TIME REMOVE, WITH OR WITHOUT CAUSE, ANY MEMBER OF THE BOARD OF DIRECTORS. Decisions requiring approval by members or stockholders Form 990, Part VI, Section A, Line 7b THE ORGANIZATION'S CORPORATE MEMBER IS ST. JOSEPH MEDICAL CENTER, INC. PURSUANT TO SECTION 6.1 OF THE ORGANIZATION'S BYLAWS, BOTH ST. JOSEPH MEDICAL CENTER AND CATHOLIC HEALTH INITIATIVES ("CHI") (ST. JOSEPH MEDICAL CENTER'S SOLE CORPORATE MEMBER) HAVE RESERVED POWERS AS OUTLINED IN THE CHI GOVERNANCE MATRIX. PURSUANT TO THE GOVERNANCE MATRIX THE FOLLOWING RIGHTS ARE HELD BY THE ST. JOSEPH MEDICAL CENTER BOARD: *APPROVE MEMBERS OF ST. JOSEPH MEDICAL CENTER FOUNDATION BOARD *AMENDMENT OF THE CORPORATE DOCUMENTS OF ST. JOSEPH MEDICAL CENTER FOUNDATION *APPROVE REMOVAL OF A MEMBER OF THE GOVERNING BODY OF ST. JOSEPH MEDICAL CENTER FOUNDATION *ADOPTION OF LONG RANGE AND STRATEGIC PLANS FOR ST. JOSEPH MEDICAL CENTER FOUNDATION THE FOLLOWING RIGHTS ARE RESERVED TO THE CHI BOARD DIRECTLY OR THROUGH POWERS DELEGATED TO THE CHI CHIEF EXECUTIVE OFFICER: *SUBSTANTIAL CHANGE IN THE MISSION OR PHILOSOPHY OF ST. JOSEPH MEDICAL CENTER FOUNDATION *REMOVAL OF A MEMBER OF THE GOVERNING BODY OF ST. JOSEPH MEDICAL CENTER FOUNDATION *APPROVAL OF ISSUANCE OF DEBT BY ST. JOSEPH MEDICAL CENTER FOUNDATION *APPROVAL OF PARTICIPATION OF ST. JOSEPH MEDICAL CENTER FOUNDATION IN A JOINT VENTURE *APPROVAL OF FORMATION OF A NEW CORPORATION BY ST. JOSEPH MEDICAL CENTER FOUNDATION *APPROVAL OF A MERGER INVOLVING ST. JOSEPH MEDICAL CENTER FOUNDATION *APPROVAL OF THE SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF ST. JOSEPH MEDICAL CENTER FOUNDATION *TO REQUIRE THE TRANSFER OF ASSETS BY THE ST. JOSEPH MEDICAL CENTER FOUNDATION TO CHI TO ACCOMPLISH CHI'S GOALS AND OBJECTIVES, AND TO SATISFY CHI DEBTS. PURSUANT TO SECTION 5.5.2 OF THE ORGANIZATION'S BYLAWS, ST. JOSEPH MEDICAL CENTER OR CHI MAY, IN EXERCISE OF THEIR APPROVAL POWERS, GRANT OR WITHHOLD APPROVAL IN WHOLE OR IN PART, OR MAY, IN ITS COMPLETE DISCRETION, AFTER CONSULTATION WITH THE BOARD AND ITS PRESIDENT AND THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION, RECOMMEND SUCH OTHER OR DIFFERENT ACTIONS AS IT DEEMS APPROPRIATE. Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b THE ORGANIZATION'S ACCOUNTING PERSONNEL WORK WITH THE CHI TAX DEPARTMENT PERSONNEL TO PREPARE THE FORM 990. SUBSEQUENTLY, THE TAX DEPARTMENT FILES THE RETURN WITH THE APPROPRIATE FEDERAL AND STATE AGENCIES, MAKING ANY NON-SUBSTANTIVE CHANGES NECESSARY TO EFFECT E-FILING. ANY SUCH CHANGES ARE NOT RE-SUBMITTED TO THE BOARD. Conflict of interest policy Form 990, Part VI, Section B, Line 12c ANNUAL DISCLOSURE FORMS ARE REQUIRED TO BE COMPLETED BY BOARD MEMBERS AND OFFICERS. THESE ARE REVIEWED BY THE TREASURER. THE FOLLOWING ACTIONS MAY BE TAKEN WITH RESPECT TO EMPLOYEES WITH CONFLICTS: 1) ASKING THE EMPLOYEE TO DIVEST THEMSELVES OF OWNERSHIP, INTEREST, OR STOCK IN THE OTHER ENTITY; 2) REASSIGNING THE EMPLOYEE TO A DIFFERENT POSITION; AND 3) HAVING THE EMPLOYEE ABSTAIN FROM MAKING A DECISION RELATED TO THE CONFLICTING ENTITY. THE DIVISIONAL VICE PRESIDENT AND THE VP OF HUMAN RESOURCES OF A RELATED ORGANIZATION, ST. JOSEPH MEDICAL CENTER IMPLEMENTS THE REQUIRED ACTIONS. A RANDOM SAMPLE OF EMPLOYEE FILES IS REVIEWED ANNUALLY TO ENSURE COMPLIANCE WITH THIS POLICY. WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY FORM 990, PART VI, LINE 14 THE ORGANIZATION'S BOARD OF DIRECTORS HAS NOT FORMALLY ADOPTED A WRITTEN DOCUMENT RETENTION & DESTRUCTION POLICY. THE ORGANIZATION HAS STANDARD PROCEDURES THAT ARE FOLLOWED BUT THE ORGANIZATION'S BOARD HAS NOT OFFICIALLY ADOPTED THIS POLICY. PROCESS USED TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL FORM 990, PART VI, LINE 15A THE ORGANIZATION'S CEO'S COMPENSATION IS PAID BY CHI. CHI HAS A DEFINED COMPENSATION PHILOSOPHY. BOTH THE EXECUTIVE AND NON-EXECUTIVE COMPENSATION STRUCTURES AND RANGES ARE REVIEWED ANNUALLY IN COMPARISON TO MARKET DATA. CHI USES THE HAY GROUP AS THE INDEPENDENT THIRD PARTY TO ASSESS EXECUTIVE COMPENSATION PROGRAMS AND TO ENSURE THE REASONABLENESS OF ACTUAL SALARIES AND TOTAL COMPENSATION PACKAGES. COMPENSATION OF THE SENIOR MOST EXECUTIVES IS REVIEWED ANNUALLY. THE HAY GROUP REVIEWS BOTH CASH AND TOTAL COMPENSATION FOR OVERALL REASONABLENESS, FOR ADHERENCE TO CHI'S COMPENSATION PHILOSOPHY, AND FOR COMPARABILITY TO THE NOT-FOR-PROFIT HEALTHCARE MARKET. THIS INDEPENDENT REVIEW IS DELIVERED BY HAY GROUP TO THE HR COMMITTEE OF THE CHI BOARD OF STEWARDSHIP TRUSTEES ANNUALLY AT THEIR SEPTEMBER MEETING AND MINUTES ARE SHARED WITH THE FULL BOARD AT THE DECEMBER MEETING. THE LAST REVIEW WAS SEPTEMBER 2012. IN ADDITION, IN DECEMBER 2009, HAY GROUP COMPLETED A COMPREHENSIVE REVIEW OF ALL POSITIONS AT THE LEVEL OF VICE PRESIDENT AND ABOVE TO DETERMINE AND VALIDATE APPROPRIATE COMPENSATION LEVELS. THESE LEVELS HAVE BEEN REVIEWED ANNUALLY SINCE AND REVISED BASED ON MARKET DATA, WHERE APPLICABLE. PROCESS USED TO ESTABLISH COMPENSATION OF OTHER OFFICERS/KEY EMPLOYEES FORM 990, PART VI, LINE 15B DURING THE TAX YEAR ENDED 6/30/12, NO OTHER OFFICERS, DIRECTORS OR TRUSTEES RECEIVED COMPENSATION FROM THE ORGANIZATION. ANY EXECUTIVE COMPENSATION PAID TO OFFICERS, DIRECTORS OR TRUSTEES BY RELATED ORGANIZATIONS WAS SET BY THE RELATED ORGANIZATION'S COMPENSATION COMMITTEE UTILIZING BOTH AN INDEPENDENT CONSULTANT AND COMPARABILITY STUDIES TO DETERMINE COMPENSATION. Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 THE ARTICLES OF INCORPORATION ARE AVAILABLE AT THE DEPARTMENT OF ASSESSMENTS AND TAXATION WEBSITE AT HTTP://SDATCERT3.RESIUSA.ORG/UCC-CHARTER/DEFAULT.ASPX. THE CONFLICT OF INTEREST POLICY AND BYLAWS ARE AVAILABLE UPON REQUEST. THE ST. JOSEPH MEDICAL CENTER FOUNDATION FINANCIAL STATEMENTS ARE INCLUDED IN THE CATHOLIC HEALTH INITIATIVES' CONSOLIDATED AUDITED FINANCIAL STATEMENTS THAT ARE AVAILABLE AT WWW.CATHOLICHEALTHINIT.ORG OR AT WWW.DACBOND.COM. ESTIMATE OF HOURS DEVOTED TO RELATED ORGANIZATIONS FORM 990, PART VII, SECTION A, LINE 1A COMPENSATION REPORTED ON THE FORM 990, PART VII, WAS PAID TO THESE INDIVIDUALS BY RELATED ORGANIZATIONS IN FULFILLMENT OF THEIR DUTIES AS FULL TIME, 60 HOUR PER WEEK EMPLOYEES OF THE RELATED ORGANIZATION. Other changes in net assets or fund balances Form 990, Part XI, Line 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - -34013; ALEGENT HEALTH - BERGAN MERCY HEALTH SYS 7500 MERCY ROAD OMAHA NE 68124 470484764 HEALTHCARE NE 501(C)(3) 3 CHI true ALEGENT HEALTH - MERCY HOSPITAL CORNING IOWA PO BOX 368 CORNING IA 50841 420782518 HEALTHCARE IA 501(C)(3) 3 AHBMHS true ALVERNA APARTMENTS 300 SE 8TH AVENUE LITTLE FALLS MN 56345 411351177 LTERM CARE MN 501(C)(3) 9 CHI true APPLETREE COURT 601 OAK STREET BRECKENRIDGE MN 56520 411850500 SENIOR HOMES MN 501(C)(3) 9 SFH true BISHOP DRUMM RETIREMENT CENTER 1111 6TH AVENUE DES MOINES IA 50314 420725196 LTERM CARE IA 501(C)(3) 9 CHI-IA CORP true BORNEMANN HEALTHCARE CORPORATION 2500 BERNVILLE RD PO BOX 316 READING PA 19603 232187242 HEALTHCARE PA 501(C)(3) 11 - Type I CHI true CARRINGTON HEALTH CENTER 800 NORTH 4TH STREET CARRINGTON ND 58421 450227311 HEALTHCARE ND 501(C)(3) 3 CHI true CATHOLIC HEALTH INITIATIVES 198 INVERNESS DRIVE WEST ENGLEWOOD CO 80112 470617373 HEALTHCARE CO 501(C)(3) 9 NA true CATHOLIC HEALTH INITIATIVES COLORADO FOUNDATION 6385 CORPORATE DRIVE COLORADO SPRINGS CO 80919 840902211 FUNDRAISING CO 501(C)(3) 7 CHIC true CATHOLIC HEALTH INITIATIVES INSTITUTE FOR RESEARCH AND INNOVATION 198 INVERNESS DRIVE WEST ENGLEWOOD CO 80112 271050565 HEALTHCARE CO 501(C)(3) 11 - Type I CHI true CATHOLIC HEALTH INITIATIVES NATIONAL FOUNDATION 6385 CORPORATE DRIVE COLORADO SPRINGS CO 80919 270930004 FUNDRAISING CO 501(C)(3) 9 CHI true CATHOLIC HEALTH INITIATIVES-COLORADO 188 INVERNESS DRIVE WEST ENGLEWOOD CO 80112 840405257 HEALTHCARE CO 501(C)(3) 3 CHI true CENTENNIAL MEDICAL GROUP INC 2700 STEWART PARKWAY ROSEBURG OR 97470 263946191 PHYSICIANS OR 501(C)(3) 9 MMC true CENTRAL KANSAS MEDICAL CENTER 3515 BROADWAY GREAT BEND KS 67530 480543724 SURGERY CNTR KS 501(C)(3) 3 CHI true CHI HEALTH CONNECT AT HOME - FARGO 4816 AMBER VALLEY PARKWAY FARGO ND 58104 271966847 HEALTHCARE ND 501(C)(3) 3 CHI true CHI KENTUCKY INC 3900 OLYMPIC BLVD SUITE 400 ERLANGER KY 41018 202741651 HEALTHCARE KY 501(C)(3) 11 - Type I CHI true CHI NATIONAL HOME CARE 198 INVERNESS DRIVE WEST ENGLEWOOD CO 80112 451261716 HEALTHCARE CO 501(C)(3) 11 - Type I CHI NS true CHI NATIONAL SERVICES 198 INVERNESS DRIVE WEST ENGLEWOOD CO 80112 452532084 HEALTHCARE CO 501(C)(3) 9 CHI true CHI NEBRASKA 6940 O STREET SUITE 200 LINCOLN NE 68510 363233121 HEALTHCARE NE 501(C)(3) 11 - Type I CHI true CONTINUING CARE HOSPITAL 150 NORTH EAGLE CREEK DRIVE LEXINGTON KY 40509 611400619 LTACH KY 501(C)(3) 3 SJHS true COVENANT HOME CARE 1223 POTTSVILLE PIKE SHOEMAKERSVILLE PA 19555 232018429 HOME HEALTH PA 501(C)(3) 11 - Type II NA true ENUMCLAW REGIONAL HOSPITAL ASSOCIATION 1450 BATTERSBY AVENUE ENUMCLAW WA 98022 910715805 HEALTHCARE WA 501(C)(3) 3 FHS true FLAGET HEALTHCARE DBA FLAGET MEMORIAL HOSPITAL 4305 NEW SHEPHERDSVILLE ROAD BARDSTOWN KY 40004 611345363 HEALTHCARE KY 501(C)(3) 3 KOH true FLAGET MEMORIAL HOSPITAL FOUNDATION INC 4305 NEW SHEPHERDSVILLE ROAD BARDSTOWN KY 40004 562351341 FUNDRAISING KY 501(C)(3) 11 - Type I FH true FRANCISCAN FOUNDATION 1717 SOUTH J STREET TACOMA WA 98405 911145592 FUNDRAISING WA 501(C)(3) 9 FHS true FRANCISCAN HEALTH SYSTEM FKA FRANCISCAN HEALTH SYSTEM WEST 1717 SOUTH J STREET TACOMA WA 98405 910564491 HEALTHCARE WA 501(C)(3) 3 CHI true FRANCISCAN MEDICAL GROUP 1708 SOUTH YAKIMA AVENUE TACOMA WA 98405 911939739 HEALTHCARE WA 501(C)(3) 9 FHS true FRANCISCAN VILLA OF SOUTH MILWAUKEE INC 3601 SOUTH CHICAGO AVENUE SOUTH MILWAUKEE WI 53172 391093829 HEALTHCARE WI 501(C)(3) 9 CHI true GETTYSBURG MEDICAL CENTER 606 EAST GARFIELD AVENUE GETTYSBURG SD 57442 460234354 HEALTHCARE SD 501(C)(3) 3 SMHC true GLOBAL HEALTH INITIATIVES 198 INVERNESS DRIVE WEST ENGLEWOOD CO 80112 201536108 MINISTRIES CO 501(C)(3) 11 - 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