ST JOSEPH SERVICES CORPORATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ST JOSEPH SERVICES CORPORATION (EIN 74-2455161)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201303199349301325
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T08:12:15-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE SUITE 1250 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441142533 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742455161 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH SERVICES CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STJO | NameControl |
| Phone | 9797763777 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 FRANCISCAN DRIVE | AddressLine1 |
| City | BRYAN | City |
| State | TX | State |
| ZIP Code | 778022544 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ODETTE BOLANO | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 9797763777 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEREMY S HERMAN | Name |
| PTIN | P00745789 | PTIN |
| Phone | 2165231010 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH HEALTH SYSTEM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ODETTE BOLANO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 FRANCISCAN DRIVE | AddressLine1 |
| City | BRYAN | City |
| State | TX | State |
| ZIP Code | 778022544 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12123530 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ST-JOSEPH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | ST. JOSEPH SERVICES CORPORATION IS ORGANIZED TO PROVIDE GOVERNANCE AND DIRECTION TO ALL ITS MEMBER ORGANIZATIONS THAT ARE SERVING THE HEALTH NEEDS OF THE COMMUNITIES IN WHICH THEY RESIDE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9656849 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12123530 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9656849 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12123530 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4492464 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5274875 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5626721 | OtherExpensePriorYear |
| Other Expenses Current Year | 6848655 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10119185 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12123530 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -462336 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 0 | RevenuesLessExpensesCY |
| Total Assets BOY | 3003587 | TotalAssetsBOY |
| Total Assets EOY | 1713316 | TotalAssetsEOY |
| Total Liabilities BOY | 1079144 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1963981 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1924443 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -250665 | NetAssetsOrFundBalancesEOY |
| Mission Description | ST. JOSEPH SERVICES CORPORATION IS ORGANIZED TO PROVIDE GOVERNANCE AND DIRECTION TO ALL ITS MEMBER ORGANIZATIONS THAT ARE SERVING THE HEALTH NEEDS OF THE COMMUNITIES IN WHICH THEY RESIDE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2111153 | Expense |
| Revenue | 12123530 | Revenue |
| Description | THE PRIMARY EXEMPT PURPOSE OF ST. JOSEPH SERVICES CORPORATION IS TO STEWARD THE HEALTH MINISTRY OF THE SISTERS OF ST. FRANCIS IN THE BRAZOS VALLEY BY PROVIDING GOVERNANCE AND DIRECTION TO ALL THE NETWORK ORGANIZATIONS THAT ARE ENDEAVORING TO MEET COMMUNITY HEALTH NEEDS. | Description |
| Total Program Service Expense | 2111153 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN GOGGIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9797762553 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 FRANCISCAN DRIVE | AddressLine1 |
| City | BRYAN | City |
| State | TX | State |
| ZIP Code | 778022544 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| GEORGE NELSON | |||||||
| CHAIRPERSON | 2.00 | 14.00 | X | X | 0 | 0 | 0 |
| JAMES E BLAIR III | |||||||
| VICE CHAIRPERSON | 1.00 | 6.00 | X | X | 0 | 0 | 0 |
| BRYAN COLE PHD | |||||||
| SECRETARY | 1.00 | 6.00 | X | X | 0 | 0 | 0 |
| PAUL BATISTA | |||||||
| TRUSTEE | 1.00 | 6.00 | X | 0 | 0 | 0 | |
| MARY BROUSSARD | |||||||
| TRUSTEE | 1.00 | 6.00 | X | 0 | 0 | 0 | |
| MICHAEL COHEN MD | |||||||
| TRUSTEE | 1.00 | 6.00 | X | 0 | 0 | 0 | |
| CAROLINE MCDONALD | |||||||
| TRUSTEE | 1.00 | 6.00 | X | 0 | 0 | 0 | |
| ANTHONY MORELOS | |||||||
| TRUSTEE | 1.00 | 6.00 | X | 0 | 0 | 0 | |
| TIMOTHY RABROKER | |||||||
| TRUSTEE | 1.00 | 6.00 | X | 0 | 0 | 0 | |
| REBA RAGSDALE | |||||||
| TRUSTEE | 1.00 | 6.00 | X | 0 | 0 | 0 | |
| MICHAEL STEINES MD | |||||||
| TRUSTEE | 1.00 | 46.00 | X | 0 | 272153 | 26558 | |
| ROBERT UPCHURCH | |||||||
| TRUSTEE | 1.00 | 6.00 | X | 0 | 0 | 0 | |
| SR NANCY SURMA OSF | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | 46.00 | X | 0 | 175882 | 6272 | |
| JAMES W POPE | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | 46.00 | X | 0 | 758842 | 45245 | |
| ODETTE BOLANO | |||||||
| PRES/CEO, EX-OFFICIO TRUSTEE | 40.00 | 9.00 | X | X | 0 | 279169 | 116083 |
| ANTHONY PFITZER | |||||||
| PRES/CEO & EX-OFFICIO TRUSTEE - 1ST PART YEAR | 40.00 | 9.00 | X | 0 | 683353 | 562892 | |
| KATHLEEN KRUSIE | |||||||
| CEO/COO | 40.00 | 6.00 | X | 0 | 358410 | 41585 | |
| GARY MARK MONTGOMERY MD | |||||||
| SR VP/CMO | 40.00 | 6.00 | X | 0 | 358010 | 23105 | |
| DORIS REDMAN | |||||||
| VP/PATIENT SERVICES/CNE | 40.00 | 6.00 | X | 0 | 272491 | 41047 | |
| MICHAEL RUSSO | |||||||
| VP/INFORMATION SERVICES | 40.00 | 6.00 | X | 0 | 223319 | 48747 | |
| MICHAEL COSTA | |||||||
| VP/HUMAN RESOURCES | 40.00 | 6.00 | X | 0 | 223443 | 53206 | |
| LISA MCNAIR | |||||||
| SR VP/CFO - 1ST PART YEAR | 40.00 | 7.00 | X | 0 | 283575 | 28858 | |
| DON KIRK CRISTY | |||||||
| VP/REVENUE MANAGEMENT | 40.00 | 6.00 | X | 0 | 190376 | 45700 | |
| STEVE CRICHTON | |||||||
| VP/SUPPORT SERVICES | 40.00 | 6.00 | X | 0 | 185947 | 49153 | |
| TIM OTTINGER | |||||||
| VP/COMMUNITY RELATIONS | 40.00 | 6.00 | X | 0 | 145349 | 30938 | |
| JON TURTON | |||||||
| VP/CLINICAL SERVICES - 1ST PART YEAR | 40.00 | 6.00 | X | 0 | 46545 | 8856 | |
| RICARDO DIAZ | |||||||
| VP/CLINICAL SERVICES | 40.00 | 6.00 | X | 0 | 86270 | 5381 | |
| SR PENNY DUNN | |||||||
| VP/MISSION INTEGRATION | 40.00 | 6.00 | X | 0 | 113691 | 5983 | |
| KYLE SIMS | |||||||
| LTC ADMINISTRATOR | 1.00 | 40.00 | X | 0 | 31389 | 0 | |
| LOTTIE TEGLER | |||||||
| EXECUTIVE DIRECTOR | 1.00 | 40.00 | X | 0 | 101822 | 11271 | |
| ALAN TOWNSEND | |||||||
| INTERIM CFO | 40.00 | 6.00 | X | 0 | 179426 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 4969462 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1150880 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSESSMENT INCOME | Description |
| Business Code | 541610 | BusinessCode |
| Total Revenue Column | 12123530 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12123530 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12123530 | TotalProgramServiceRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12123530 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12123530 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4259154 | Total |
| Management And General | 4259154 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 412631 | Total |
| Management And General | 412631 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 234907 | Total |
| Management And General | 234907 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187336 | Total |
| Management And General | 187336 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180847 | Total |
| Management And General | 180847 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2111153 | Total |
| Program Services | 2111153 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 664843 | Total |
| Management And General | 664843 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108519 | Total |
| Management And General | 108519 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2186147 | Total |
| Management And General | 2186147 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1444548 | Total |
| Management And General | 1444548 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1373 | Total |
| Management And General | 1373 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314581 | Total |
| Management And General | 314581 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1686 | Total |
| Management And General | 1686 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15805 | Total |
| Management And General | 15805 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12123530 | Total |
| Program Services | 2111153 | ProgramServices |
| Management And General | 10012377 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 895215 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 319921 | BOY |
| EOY | 285944 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 36614 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2809 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10206 | BOY |
| EOY | 33805 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2673460 | BOY |
| EOY | 498352 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3003587 | BOY |
| EOY | 1713316 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 658829 | BOY |
| EOY | 1798029 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 420315 | BOY |
| EOY | 165952 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1079144 | BOY |
| EOY | 1963981 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1924443 | BOY |
| EOY | -250665 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1924443 | BOY |
| EOY | -250665 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3003587 | BOY |
| EOY | 1713316 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 0 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2175108 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (7 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| ST JOSEPH REGIONAL HEALTH CENTER | |||||
| 741282696 | 3 | 1 | 0 | 0 | $0 |
| MADISON ST JOSEPH HEALTH CENTER | |||||
| 742761145 | 3 | 1 | 0 | 0 | $0 |
| BURLESON ST JOSEPH HEALTH CENTER | |||||
| 742759890 | 3 | 1 | 0 | 0 | $0 |
| ST JOSEPH MANOR | |||||
| 742847594 | 9 | 1 | 0 | 0 | $0 |
| BURLESON ST JOSEPH MANOR | |||||
| 742913931 | 9 | 1 | 0 | 0 | $0 |
| ST JOSEPH REGIONAL HEALTH PARTNERS | |||||
| 454088170 | 3 | 0 | 0 | 0 | $0 |
| ST JOSEPH PHYSICIAN ASSOCIATES | |||||
| 203159302 | 3 | 1 | 0 | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 7 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $1,547 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 1547 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | THE ORGANIZATION PAID DUES TO TWO ORGANIZATIONS AND A PORTION OF THOSE DUES WERE USED FOR LOBBYING ACTIVITIES. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10206 | OtherCostOrOtherBasis |
| Book Value | 10206 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26408 | OtherCostOrOtherBasis |
| Depreciation | 2809 | Depreciation |
| Book Value | 23599 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 33805 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVEST-ALLIANCE HEALTH PROVIDERS | Description |
| Book Value | 498352 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 498352 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYABLE TO RELATED PARTIES | Description |
| Amount | $165,952 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 165952 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THERE ARE NO MATERIAL UNRECORDED TAX LIABILITIES AS OF DECEMBER 31, 2012 OR 2011. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (15 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL STEINES MD | ||||||||||||||
| TRUSTEE | 0 | 272153 | 0 | 0 | 0 | 0 | 0 | 24080 | 0 | 2478 | 0 | 298711 | 0 | 0 |
| SR NANCY SURMA OSF | ||||||||||||||
| EX-OFFICIO TRUSTEE | 0 | 174140 | 0 | 0 | 0 | 1742 | 0 | 0 | 0 | 6272 | 0 | 182154 | 0 | 0 |
| JAMES W POPE | ||||||||||||||
| EX-OFFICIO TRUSTEE | 0 | 640430 | 0 | 0 | 0 | 118412 | 0 | 24500 | 0 | 20745 | 0 | 804087 | 0 | 0 |
| ODETTE BOLANO | ||||||||||||||
| PRES/CEO, EX-OFFICIO TRUSTEE | 0 | 250000 | 0 | 0 | 0 | 29169 | 0 | 36691 | 0 | 79392 | 0 | 395252 | 0 | 0 |
| ANTHONY PFITZER | ||||||||||||||
| PRES/CEO & EX-OFFICIO TRUSTEE - 1ST | 0 | 392073 | 0 | 90454 | 0 | 200826 | 0 | 548519 | 0 | 14373 | 0 | 1246245 | 0 | 0 |
| KATHLEEN KRUSIE | ||||||||||||||
| CEO/COO | 0 | 307581 | 0 | 50829 | 0 | 0 | 0 | 25000 | 0 | 16585 | 0 | 399995 | 0 | 0 |
| GARY MARK MONTGOMERY MD | ||||||||||||||
| SR VP/CMO | 0 | 303720 | 0 | 54290 | 0 | 0 | 0 | 0 | 0 | 23105 | 0 | 381115 | 0 | 0 |
| DORIS REDMAN | ||||||||||||||
| VP/PATIENT SERVICES/CNE | 0 | 245405 | 0 | 27086 | 0 | 0 | 0 | 18898 | 0 | 22149 | 0 | 313538 | 0 | 0 |
| MICHAEL RUSSO | ||||||||||||||
| VP/INFORMATION SERVICES | 0 | 196740 | 0 | 26579 | 0 | 0 | 0 | 21908 | 0 | 26839 | 0 | 272066 | 0 | 0 |
| MICHAEL COSTA | ||||||||||||||
| VP/HUMAN RESOURCES | 0 | 201983 | 0 | 21460 | 0 | 0 | 0 | 30959 | 0 | 22247 | 0 | 276649 | 0 | 0 |
| LISA MCNAIR | ||||||||||||||
| SR VP/CFO - 1ST PART YEAR | 0 | 234964 | 0 | 48611 | 0 | 0 | 0 | 19352 | 0 | 9506 | 0 | 312433 | 0 | 0 |
| DON KIRK CRISTY | ||||||||||||||
| VP/REVENUE MANAGEMENT | 0 | 170427 | 0 | 19949 | 0 | 0 | 0 | 24216 | 0 | 21484 | 0 | 236076 | 0 | 0 |
| STEVE CRICHTON | ||||||||||||||
| VP/SUPPORT SERVICES | 0 | 166066 | 0 | 19881 | 0 | 0 | 0 | 41157 | 0 | 7996 | 0 | 235100 | 0 | 0 |
| TIM OTTINGER | ||||||||||||||
| VP/COMMUNITY RELATIONS | 0 | 130139 | 0 | 15210 | 0 | 0 | 0 | 5253 | 0 | 25685 | 0 | 176287 | 0 | 0 |
| ALAN TOWNSEND | ||||||||||||||
| INTERIM CFO | 0 | 171428 | 0 | 0 | 0 | 7998 | 0 | 0 | 0 | 0 | 0 | 179426 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 3 | ODETTE BOLANO, PRESIDENT/CEO OF ST. JOSEPH HEALTH SYSTEM, RECEIVES COMPENSATION FROM ASCENSION, AN UNRELATED ORGANIZATION. | |
| PART I, LINES 4A-B | THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENT. CURRENT YEAR PAYMENTS, REPORTED IN PART II, COLUMN (B)(III), ARE SUMMARIZED BELOW: ANTHONY PFITZER $200,826 THE FOLLOWING INDIVIDUALS PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN UNDER. CURRENT YEAR PAYMENTS, REPORTED IN PART II, COLUMN (B)(III), ARE SUMMARIZED BELOW: JAMES W POPE $104,670 | |
| PART III | ANY COMPENSATED OFFICERS LISTED ARE EMPLOYEES OF ST. JOSEPH REGIONAL HEALTH CENTER (SJRHC) AND ALL COMPENSATION INFORMATION IS REPORT UNDER EIN 74-1282696. THE FILING ORGANIZATION RELIES ON SJRHC WHICH USES (A) COMPENSATION COMMITTEE, (B) WRITTEN EMPLOYEMENT CONTRACT, (C) INDEPENDENT COMPENSATION CONSULTANT, (D) COMPENSATION SURVEY OR STUDY, AND (E) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF TOP MANAGEMENT OFFICIALS. COMPENSATION FOR ALL EMPLOYEES IS PAID BY ST. JOSEPH REGIONAL HEALTH CENTER AND ALL COMPENSATION INFORMATION IS REPORTED UNDER EIN 74-1282696. SR. NANCY SURMA, OSF, PHD AND SR. PENNY DUNN WORK 40 HOURS A WEEK FOR SYLVANIA FRANCISCAN HEALTH BUT DO NOT RECEIVE A W-2. ALL COMPENSATION EARNED WAS PAID TO THE SISTERS OF ST. FRANCIS OF SYLVANIA OHIO'S CONGREGATION IN ACCORDANCE WITH IRS REVENUE RULING 77-290. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | SEVERAL SUSIDIARY BOARDS HAVE CHANGED FROM FIDUCIARY BOARDS TO ADVISORY BOARDS. | |
| FORM 990, PART VI, SECTION A, LINE 6 | BY LAWS, SECTION 1 MEMBERSHIP THE MEMBERSHIP OF THE CORPORATION SHALL CONSIST OF ONE (1) CLASS AND THE ONLY MEMBER OF THE CORPORATION SHALL BE SYLVANIA FRANCISCAN HEALTH, A OHIO NONPROFIT CORPORATION (HEREINAFTER REFERRED TO AS THE "MEMBER" OR "SFH"). | |
| FORM 990, PART VI, SECTION A, LINE 7A | BYLAWS, SECTION 3 RESERVED POWER EXERCISABLE BY MEMBER ALONE. ACTION BY THE MEMBER SHALL BE REQUIRED, AND SHALL BE SUFFICIENT, A) TO ADOPT OR CHANGE THE PHILOSOPHY, OBJECTIVES, PURPOSES, OR ETHICAL OR RELIGIOUS STANDARDS OF THE CORPORATION AND OF ORGANIZATIONS CONTROLLED BY THE CORPORATION, B) TO ELECT THE TRUSTEES OF THE CORPORATION AND TO REMOVE THEM AT WILL, WITH OR WITHOUT CAUSE, AS PROVIDED IN ARTICLE III, C) TO ELECT AND REMOVE THE CHAIRPERSON AND THE PRESIDENT AS PROVIDED IN ARTICLE VII, D) TO AMEND OR REPEAL THE ARTICLES INCORPORATION AND THE BYLAWS OF THE CORPORATION AS PROVIDED IN ARTICLE XI, E) TO DISSOLVE OR TERMINATE THE EXISTENCE OF THE CORPORATION AND TO DETERMINE THE DISTRIBUTION OF ASSETS UPON SUCH DISSOLUTION OR TERMINATION IN ACCORDANCE WITH THE ARTICLES OF INCORPORATION, F) THE APPROVAL OF ANY MERGER OR CONSOLIDATION OF THE ORGANIZATION AND ANY SALE OF SUBSTANTIALLY ALL OF ITS ASSETS, G) THE AUTHORIZATION FOR THE CREATION OF ANY SUBSIDIARY ORGANIATION OR THE AFFILIATION OF THE ORGANIZATION WITH ANY OTHER ENTITY, H) THE APPROVAL OF THE CONVEYANCE OF REAL PROPERTY OR THE GRANTING OF MORTGAGES OR TRUST DEEDS OR THE CREATION OF OTHER LIENS UPON ANY REAL PROPERTY OWNED BY THE ORGANIZATION, AND I) TO TAKE ANY ACTION NECESSARY TO CONFORM THE PURPOSES AND ACTIVITIES OF THE ORGANIZATION AND ANY OF ITS CONTROLLED ORGANIZATIONS WITH THE TRADITIONS, TEACHINGS AND CANON LAW OF THE ROMAN CATHOLIC CHURCH AS MAY BE IN EFFECT FROM TIME TO TIME. SYLVANIA FRANCISCAN HEALTH MUST ALSO APPROVE THE FOLLOWING ACTIONS OF THE BOARD OF TRUSTEES AS A CONDITION BEFORE THEY BECOME EFFECTIVE: A) THE APPROVAL OF CONVEYING ANY TANGIBLE PERSONAL PROPERTY, INCURRING ANY DEBT, GUARANTEEING OF ANY DEBT, ETC. IN EXCESS OF THE AMOUNT PRESCRIBED BY THE MEMBER, B) THE APPROVAL OF ANY CAPITAL EXPENDITURE OR GRANT IN EXCESS OF THE AMOUNT PRESCRIBED, C) THE APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGETS, D) THE ADDITION OR TERMINATION OF SERVICES, E) THE APPROVAL OF THE ORGANIZATION'S AUDITOR, F) THE APPROVAL OF THE ORGANIZATIONS STRATEGIC PLAN, G) THE EXERCISE OF THE POWER OF APPROVAL RESERVED BY THE ORGANIZATION OVER ACTIONS OF THE GOVERNING BODIES OF ITS SUBSIDIARY ORGANIZATIONS OR AFFILIATED ENTITIES, AND H) ANY OTHER ACT FOR WHICH MEMBERSHIP APPROVAL IS REQUIRED UNDER APPLICABLE CANON OR CIVIL LAW, THE ARTICLES OF INCORPORATION, OR THESE BYLAWS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | SEE EXPLANATION FOR LINE 7A ABOVE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | 2012 FORM 990 AND ACCOMPANYING SCHEDULES WERE MADE AVAILABLE TO ALL TRUSTEES EITHER ELECTRONICALLY OR BY HARD COPY, DEPENDING UPON THE TRUSTEES PREFERENCE, BEFORE THE COMPANY FINALIZED AND SENT THE DOCUMENTS TO IRS. THE REVIEW IS UNDER THE DIRECTION OF THE CFO, IF REQUESTED BY TRUSTEE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | IN ACCORDANCE WITH ST. JOSEPH HEALTH SYSTEM POLICY NO 38, "CONFLICT OF INTEREST," SECTION 6, DISCLOSURE STATEMENT, " A CONFLICT OF INTEREST STATEMENT SHALL BE EXECUTED BY ALL DESIGNATED PERSONS, WHICH WILL BE RETAINED BY THE CORPORATION IN ITS ADMINISTRATIVE OFFICE, THIS STATEMENT SHALL BE RENEWED AT LEAST ANNUALLY AT THE REQUEST OF THE CORPORATION AND AT ANY TIME THAT A CONFLICT OF INTEREST MAY ARISE "TO HELP ENSURE THAT DISCLOSURE STATEMENTS ARE COMPLETED ANNUALLY BY ALL BOARD OF TRUSTEE MEMBERS, THE CEO'S OFFICE SUMMARIZES ALL CONFLICTS OF INTEREST DISCLOSED BY EACH ENTITY'S TRUSTEES. IN 2012, THE SUMMARY WAS PRESENTED AS AN AGENDA ITEM AT EACH ENTITY'S BOARD OF TRUSTEES MEETING HELD IN APRIL, 2012. THE REVIEW IS PERFORMED BY THE OFFICE OF THE CEO WHERE DISCLOSURE STATEMENTS ARE ALSO FILED FOR TRUSTEES OTHER DESIGNATED PERSONS DISCLOSURE STATEMENTS ARE FILED IN INDIVIDUAL PERSONNEL FILES IF EMPLOYED BY SJRHC. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, THE INTERESTED PERSON SHALL LEAVE THE MEETING AT WHICH THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNMENT DOCUMENTS, CONFLICT OF INTEREST POLICY, & FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. | |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,032,978. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,032,978. CONTRACTED LABOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 43,964. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,964. ADMINISTRATION PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,109,205. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,109,205. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | CHANGES IN UNRESTRICTED NET ASSETS -2,175,108. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH BERNADINE RESIDENCE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8400 ST FRANCIS DRIVE | AddressLine1 |
| City | CENTERVILLE | City |
| State | OH | State |
| ZIP Code | 45458 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461614594 | EIN |
| Primary Activities | LOW INCOME RENTAL RESIDENTIAL | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LEONARD | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (27 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH REGIONAL HEALTH CENTER | |||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 741282696 | HEALTH CARE | TX | 501(C)(3) | LINE 3 | ST JOSEPH SERVICES CORPORATION | 1 | |
| BURLESON ST JOSEPH HEALTH CENTER | |||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742759890 | HEALTH CARE | TX | 501(C)(3) | LINE 3 | ST JOSEPH SERVICES CORPORATION | 1 | |
| MADISON ST JOSEPH HEALTH CENTER | |||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742761145 | HEALTH CARE | TX | 501(C)(3) | LINE 3 | ST JOSEPH SERVICES CORPORATION | 1 | |
| ST JOSEPH MANOR | |||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742847594 | NURSING CARE | TX | 501(C)(3) | LINE 9 | ST JOSEPH SERVICES CORPORATION | 1 | |
| BURLESON ST JOSEPH MANOR | |||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742913931 | NURSING CARE | TX | 501(C)(3) | LINE 9 | ST JOSEPH SERVICES CORPORATION | 1 | |
| ST JOSEPH FOUNDATION | |||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742351158 | FUNDRAISING | TX | 501(C)(3) | LINE 11A, I | ST JOSEPH SERVICES CORPORATION | 1 | |
| ST JOSEPH PHYSICIAN ASSOCIATES | |||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 203159302 | PHYSICIAN PRACTICE | TX | 501(C)(3) | LINE 3 | ST JOSEPH SERVICES CORPORATION | 1 | |
| SOPHIA CENTER | |||||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341761656 | MENTAL HEALTH | OH | 501(C)(3) | LINE 9 | SYLVANIA FRANCISCAN HEALTH | 0 | |
| SISTERS OF ST FRANCIS | |||||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 344450609 | RELIGIOUS | OH | 501(C)(3) | LINE 1 | 0 | N/A | |
| SYLVANIA FRANCISCAN HEALTH | |||||||||||
| 3231 CENTRAL PARK WEST SUITE 106 | TOLEDO | OH | 43617 | 341412964 | CHURCH ORG | OH | 501(C)(3) | LINE 1 | 0 | N/A | |
| FRANCISCAN LIVING COMMUNITIES | |||||||||||
| 5942 RENAISSANCE PLACE SUITE A | TOLEDO | OH | 43623 | 341892096 | MANAGEMENT SUPPORT | OH | 501(C)(3) | LINE 11A, I | SYLVANIA FRANCISCAN HEALTH | 0 | |
| ST LEONARD | |||||||||||
| 8100 CLYO ROAD | CENTERVILLE | OH | 45458 | 341940863 | LONG TERM CARE FACILITY | OH | 501(C)(3) | LINE 9 | FRANCISCAN LIVING COMMUNITIES | 0 | |
| ST LEONARD FOUNDATION | |||||||||||
| 8100 CLYO ROAD | CENTERVILLE | OH | 45458 | 320102715 | FUNDRAISING | OH | 501(C)(3) | LINE 7 | ST LEONARD | 0 | |
| PROVIDENCE CARE CENTER | |||||||||||
| 2025 HAYES ROAD | SANDUSKY | OH | 44870 | 341658625 | LONG TERM CARE FACILITY | OH | 501(C)(3) | LINE 9 | FRANCISCAN LIVING COMMUNITIES | 0 | |
| THE COMMONS OF PROVIDENCE | |||||||||||
| 5000 PROVIDENCE DRIVE | SANDUSKY | OH | 44870 | 341826097 | ASSISTED LIVING FACILITY | OH | 501(C)(3) | LINE 9 | PROVIDENCE CARE CENTERS | 0 | |
| PROVIDENCE RESIDENTIAL COMMUNITY CORPORATION | |||||||||||
| 5055 PROVIDENCE DRIVE | SANDUSKY | OH | 44870 | 341896807 | INDEPENDENT LIVING FACILITY | OH | 501(C)(3) | LINE 9 | PROVIDENCE CARE CENTERS | 0 | |
| PROVIDENCE CARE CENTERS | |||||||||||
| 2025 HAYES ROAD | SANDUSKY | OH | 44870 | 341826099 | FINANCIAL SUPPORT | OH | 501(C)(3) | LINE 7 | PROVIDENCE CARE CENTERS | 0 | |
| FRANCISCAN CARE CENTER | |||||||||||
| 4111 HOLLAND SYLVANIA ROAD | TOLEDO | OH | 43623 | 341931806 | LONG TERM CARE FACILITY | OH | 501(C)(3) | LINE 9 | FRANCISCAN LIVING COMMUNITIES | 0 | |
| ST CLARE COMMONS | |||||||||||
| 5942 RENAISSANCE PLACE SUITE A | TOLEDO | OH | 43623 | 270163752 | LONG TERM CARE FACILITY | OH | 501(C)(3) | LINE 9 | FRANCISCAN LIVING COMMUNITIES | 0 | |
| ROSARY CARE CENTER | |||||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341931795 | LONG TERM CARE FACILITY | OH | 501(C)(3) | LINE 9 | SYLVANIA FRANCISCAN HEALTH | 0 | |
| FRANCISCAN PROPERTIES INC | |||||||||||
| 6600 CONVENT ROAD | SYLVANIA | OH | 43560 | 341412966 | SENIOR HOUSING | OH | 501(C)(3) | LINE 9 | FRANCISCAN LIVING COMMUNITIES | 0 | |
| TRINITY HOSPITAL TWIN CITY | |||||||||||
| 819 NORTH FIRST STREET | DENNISON | OH | 44621 | 275401105 | HEALTH CARE | OH | 501(C)(3) | LINE 3 | SYLVANIA FRANCISCAN HEALTH | 0 | |
| FRANCISCAN SERVICES SELF INSURANCE TRUST FUND (DSLVD IN 2012) | |||||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 346895492 | SELF INSURANCE TRUST | OH | 501(C)(3) | LINE 11A, I | SYLVANIA FRANCISCAN HEALTH | 0 | |
| SYLVANIA FRANCISCAN HEALTH FOUNDATION | |||||||||||
| 3231 CENTRAL PARK WEST SUITE 106 | TOLEDO | OH | 43617 | 455357161 | FUNDRAISING | OH | 501(C)(3) | LINE 7 | SYLVANIA FRANCISCAN HEALTH | 0 | |
| MADONNA MANOR | |||||||||||
| 2344 AMSTERDAM ROAD | VILLA HILLS | KY | 41017 | 610654635 | LONG TERM CARE FACILITY | KY | 501(C)(3) | LINE 9 | FRANCISCAN LIVING COMMUNITIES | 0 | |
| FRANCISCAN SHELTERS | |||||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341612437 | DOMESTIC VIOLENCE SHELTER | OH | 501(C)(3) | LINE 7 | SYLVANIA FRANCISCAN HEALTH | 0 | |
| ST JOSEPH REGIONAL HEALTH PARTNERS | |||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 454088170 | PHYSICIAN SUPPORT | TX | 501(C)(3) | LINE 3 | ST JOSEPH SERVICES CORPORATION | 1 | |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LEONARD LIMITED PARTNERSHIP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 EAST BROAD STREET SUITE 1800 | AddressLine1 |
| City | CENTERVILLE | City |
| State | OH | State |
| ZIP Code | 45458 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311481761 | EIN |
| Primary Activity | LOW INCOME RENTAL RESIDENTIAL | PrimaryActivity |
| Legal Domicile State | OH | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA | Address Line1AddressForeign/AddressLine1 | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCE HEALTH PROVIDERS OF BRAZOS VALLEY | |||||||||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742466914 | PHYSICIAN HOSPITAL ORGANIZATION | TX | ST JOSEPH SERVICE CORPORATION | C | 253595 | 576345 | 1.00000 | 0 | |||||
| TAU ENTERPRISES (DISSOLVED IN 2012) | |||||||||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742544009 | OFFICE BUILDING RENTAL | TX | ST JOSEPH SERVICE CORPORATION | C | 928312 | 1.00000 | 0 | ||||||
| ST LEONARD CENTER 1 INC | |||||||||||||||||
| 8100 CLYO ROAD | CENTERVILLE | OH | 45458 | 311481764 | LOW INCOME RENTAL RESIDENTIAL | OH | C | 0 | N/A | ||||||||
| SFH ASSURANCE LTD | |||||||||||||||||
| 981056892 | INSURANCE | C | 0 | N/A | SUITE 6 GRAND PAV COMM CEN PO B | GRAND CAYMAN KY1- | CJ | CJ | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| ST JOSEPH REGIONAL HEALTH CENTER | ||
| Q | 9840298 | ACTUAL COST INCURRED |
| BURLESON ST JOSEPH HEALTH CENTER | ||
| Q | 350053 | ACTUAL COST INCURRED |
| ST JOSEPH MANOR | ||
| Q | 269220 | ACTUAL COST INCURRED |
| MADISON ST JOSEPH HEALTH CENTER | ||
| Q | 461090 | ACTUAL COST INCURRED |
| BURLESON ST JOSEPH MANOR | ||
| Q | 139308 | ACTUAL COST INCURRED |
| ST JOSEPH PHYSICIAN ASSOCIATES | ||
| Q | 991245 | ACTUAL COST INCURRED |
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