CHRISTUS TRINITY MOTHER FRANCES FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTUS TRINITY MOTHER FRANCES FOUNDATION (EIN 75-2028241)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201311359349307321
- Schema version
- 2011v1.5
- 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 | 2013-05-15T15:02:21-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 Post Oak Blvd Ste 3200 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77056 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752028241 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOTHER FRANCES HOSPITAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MOTHER FRANCES HOSP ACCTG DE | InCareOfName |
| Name Control | MOTH | NameControl |
| Phone | 9035315764 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1315 DOCTORS DRIVE | AddressLine1 |
| City | TYLER | City |
| State | TX | State |
| ZIP Code | 75701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOYCE HESTER | Name |
| Title | CFO | Title |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Amanda Maya | Name |
| Phone | 7134994600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANDY NAVARRO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 E HOUSTON SUITE 500 | AddressLine1 |
| City | TYLER | City |
| State | TX | State |
| ZIP Code | 75702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3682272 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.TMFHS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION'S PRIMARY MISSION IS TO RECEIVE FUNDS FOR THE BENEFIT OF MOTHER FRANCES REGIONAL HEALTHCARE CENTER. THE FOUNDATION SEEKS FUNDING FROM THE COMMUNITY TO SUPPORT ACTIVITIES FOR HOSPITAL GROWTH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 11 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 19891014 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3599935 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 242406 | InvestmentIncomePriorYear |
| Investment Income Current Year | 77337 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20133420 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3677272 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 18631113 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1589894 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 77290 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 111040 | OtherExpensePriorYear |
| Other Expenses Current Year | 336737 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18742153 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1926631 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1391267 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1750641 | RevenuesLessExpensesCY |
| Total Assets BOY | 10363073 | TotalAssetsBOY |
| Total Assets EOY | 12615104 | TotalAssetsEOY |
| Total Liabilities BOY | 367175 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 549279 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9995898 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12065825 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TRINITY MOTHER FRANCES FOUNDATION HAS AS ITS PRIMARY MISSION TO RECEIVE FUNDS FOR THE BENEFIT OF THE PARENT ORGANIZATION, MOTHER FRANCES REGIONAL HEALTHCARE CENTER. AS PART OF MEETING THAT MISSION, THE FOUNDATION SEEKS FUNDING FROM THE COMMUNITY AT LARGE TO SUPPORT ACTIVITIES SUCH AS CHILDREN'S MIRACLE NETWORK, PEARLS AND PROMISES GALA, AND CAPITAL CAMPAIGNS FOR HOSPITAL GROWTH. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1788567 | Expense |
| Grants | 1589894 | Grants |
| Description | THE TRINITY MOTHER FRANCES FOUNDATION SUPPORTS MOTHER FRANCES HOSPITAL REGIONAL HEALTHCARE CENTER AND TRINITY CLINIC THROUGH TRINITY MOTHER FRANCES HEALTH SYSTEM. | Description |
| Total Program Service Expense | 1788567 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MOTHER FRANCES HOSP ACCTG DE | NamePerson |
| Telephone Number | 9035315764 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1315 DOCTORS DRIVE | AddressLine1 |
| City | TYLER | City |
| State | TX | State |
| ZIP Code | 75701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer |
|---|---|---|---|---|---|---|---|
| ROYAL BECKER MD | |||||||
| DIRECTOR | 1.0 | X | 0 | 952204 | 26650 | ||
| RANDALL CHILDRESS | |||||||
| DIRECTOR/CHAIRMAN | 1.0 | X | X | ||||
| DAVID DYKES MD | |||||||
| DIRECTOR | 1.0 | X | |||||
| MARY FAULKNER | |||||||
| DIRECTOR | 1.0 | X | |||||
| TERRY GILES | |||||||
| DIRECTOR | 1.0 | X | |||||
| SISTER IRENE ASZTEMBORSKA | |||||||
| DIRECTOR | 1.0 | X | |||||
| JOSEPH ORNELAS | |||||||
| DIRECTOR | 1.0 | X | |||||
| DANIEL SALEH | |||||||
| DIRECTOR | 1.0 | X | |||||
| FATHER JOSEPH STRICKLAND | |||||||
| DIRECTOR | 1.0 | X | |||||
| JOHN ROBBINS | |||||||
| DIRECTOR | 1.0 | X | |||||
| JOHN WILLIAMS | |||||||
| DIRECTOR | 1.0 | X | |||||
| J LINDSEY BRADLEY | |||||||
| SYS PRESIDENT/DIRECTOR | 1.0 | X | 0 | 1705458 | 18259 | ||
| RAY THOMPSON | |||||||
| SYS EXEC VP/CEO/DIRECTOR | 1.0 | X | 0 | 1501469 | 546683 | ||
| STEVEN KEUER MD | |||||||
| SYS PRESIDENT/CMO/DIRECTOR | 1.0 | X | 0 | 1171621 | 27499 | ||
| CLAYTON WHITNEY MD | |||||||
| DIRECTOR | 1.0 | X | 0 | 801269 | 17237 | ||
| MEG REITMEYER MD | |||||||
| DIRECTOR | 1.0 | X | 0 | 297730 | 10976 | ||
| JAMES CACCITOLO MD | |||||||
| DIRECTOR | 1.0 | X | 0 | 806626 | 17437 | ||
| LUIS HARO MD | |||||||
| DIRECTOR | 1.0 | X | 0 | 531766 | 16237 | ||
| PATRICK THOMAS MD | |||||||
| DIRECTOR | 1.0 | X | 0 | 49596 | |||
| ANDY NAVARRO | |||||||
| SECRETARY | 1.0 | 0 | 341619 | 17311 | X | ||
| MARY E JACKSON | |||||||
| PRESIDENT | 20.0 | 0 | 224927 | 10106 | X | ||
| JOYCE HESTER | |||||||
| SYSTEM VP, FINANCE, CFO | 1.0 | 0 | 229601 | 12196 | X | ||
| PAM VUKOVICH | |||||||
| INTERIM CFO | 1.0 | 0 | 0 | 0 | X | ||
| DAVID TEEGARDEN MD | |||||||
| SYS PRESIDENT/CMO/DIRECTOR | 0.0 | 0 | 378052 | 23349 | X | ||
| WILLIAM BELLENFANT | |||||||
| SR VP/CFO/DIRECTOR/TREASURER | 0.0 | 0 | 2149403 | 2234 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 11141341 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 746174 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 3599935 | AllOtherContributions |
| Total Contributions | 3599935 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 72337 | TotalRevenueColumn |
| Exclusion | $72,337 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 10000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 5000 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 5000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5000 | TotalRevenueColumn |
| Exclusion | $5,000 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3677272 | TotalRevenueColumn |
| Exclusion | $77,337 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1589894 | Total |
| Program Services | 1589894 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51290 | Total |
| Management And General | 51290 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77290 | Total |
| Fundraising | 77290 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| BAD DEBT EXPENSE | 198673 | 198673 | 0 | |
| BANK FEES | 8709 | 8709 | ||
| All other expenses | 775 | 775 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1926631 | Total |
| Program Services | 1788567 | ProgramServices |
| Management And General | 60774 | ManagementAndGeneral |
| Fundraising | 77290 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1482169 | BOY |
| EOY | 2636127 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 273677 | BOY |
| EOY | 1465227 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 0 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5000 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8501159 | BOY |
| EOY | 8423243 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101068 | BOY |
| EOY | 90507 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10363073 | BOY |
| EOY | 12615104 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 367175 | BOY |
| EOY | 549279 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 367175 | BOY |
| EOY | 549279 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 898874 | BOY |
| EOY | 702458 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6995277 | BOY |
| EOY | 9230745 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2101747 | BOY |
| EOY | 2132622 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9995898 | BOY |
| EOY | 12065825 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10363073 | BOY |
| EOY | 12615104 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1750641 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 319286 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | 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 | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER | |||||
| 750818167 | 03 | false | true | true | $1,326,097 |
| TRINITY CLINIC | |||||
| 752616977 | 03 | false | true | true | $61,616 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 1387713 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2350337 | BeginningOfYearBalance |
| Contributions | 30875 | Contributions |
| Investment Earnings Or Losses | 27664 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2408876 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2209013 | BeginningOfYearBalance |
| Contributions | 50 | Contributions |
| Investment Earnings Or Losses | 141274 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2350337 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 414414 | BeginningOfYearBalance |
| Contributions | 1790794 | Contributions |
| Investment Earnings Or Losses | 4305 | InvestmentEarningsOrLosses |
| Other Expenditures | 500 | OtherExpenditures |
| End Of Year Balance | 2209013 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 413932 | BeginningOfYearBalance |
| Contributions | 239 | Contributions |
| Investment Earnings Or Losses | 243 | InvestmentEarningsOrLosses |
| End Of Year Balance | 414414 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.88532 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.11468 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATES | Description |
| Amount | $549,279 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 549279 | TotalOfAmounts |
| Total Revenue | 3677272 | TotalRevenue |
| Total Expenses | 1926631 | TotalExpenses |
| Excess Or Deficit For Year | 1750641 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 319287 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 319287 | TotalAdjustments |
| Excess Or Deficit Per FS | 2069928 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3996559 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 319287 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 319287 | RevenueNotRptdF990 |
| Revenue Subtotal | 3677272 | RevenueSubtotal |
| Total Revenue Per Form990 | 3677272 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1926631 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 1926631 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1926631 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS | Identifier |
| Return Reference | SCHEDULE D, PART V, QUESTION 4 | ReturnReference |
| Explanation | THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR THE ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND ITEMS SUPPORTED BY THE ENDOWMENT WHILE SEEKING TO MAINTAIN ITS PURCHASING POWER. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| MOTHER FRANCES HOSPITAL REGIONAL HC CTR | |||||||
| 1315 DOCTORS DRIVE | TYLER | TX | 75701 | 750818167 | 501(c)(3) | 621492 | HEART HOSP/EQPMT |
| MOTHER FRANCES HOSPITAL REGIONAL HC CTR | |||||||
| 1315 DOCTORS DRIVE | TYLER | TX | 75701 | 750818167 | 501(c)(3) | 704605 | CHAPEL PROJECT |
| TRINITY CLINIC | |||||||
| 1315 DOCTORS DRIVE | TYLER | TX | 75701 | 752616977 | 501(C)(3) | 61616 | RESPITED PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF FUNDS IN THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PART I, QUESTION 2 | ReturnReference |
| Explanation | THE FOUNDATION EVALUATES AND MONITORS DONEES BASED ON PUBLIC AND PRIVATE DATA. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BECKER MD | |||||||||||||
| 0 | 943110 | 0 | 0 | 0 | 9094 | 0 | 10413 | 0 | 16237 | 0 | 978854 | 0 | 0 |
| DAVID TEEGARDEN MD | |||||||||||||
| 0 | 264405 | 0 | 0 | 0 | 113647 | 0 | 8263 | 0 | 15086 | 0 | 401401 | 0 | 108289 |
| J LINDSEY BRADLEY | |||||||||||||
| 0 | 813471 | 0 | 441987 | 0 | 450000 | 0 | 10413 | 0 | 7846 | 0 | 1723717 | 0 | 0 |
| RAY THOMPSON | |||||||||||||
| 0 | 690314 | 0 | 348118 | 0 | 463037 | 0 | 538645 | 0 | 8038 | 0 | 2048152 | 0 | 463037 |
| STEVEN KEUER MD | |||||||||||||
| 0 | 524700 | 0 | 271868 | 0 | 375053 | 0 | 10413 | 0 | 17086 | 0 | 1199120 | 0 | 353196 |
| WILLIAM BELLENFANT | |||||||||||||
| 0 | 1890888 | 0 | 0 | 0 | 258515 | 0 | 0 | 0 | 2234 | 0 | 2151637 | 0 | 258515 |
| ANDY NAVARRO | |||||||||||||
| 0 | 264445 | 0 | 56247 | 0 | 20927 | 0 | 10413 | 0 | 6898 | 0 | 358930 | 0 | 0 |
| MARY E JACKSON | |||||||||||||
| 0 | 166667 | 0 | 28275 | 0 | 29985 | 0 | 7551 | 0 | 2555 | 0 | 235033 | 0 | 0 |
| JOYCE HESTER | |||||||||||||
| 0 | 174243 | 0 | 36644 | 0 | 18714 | 0 | 8163 | 0 | 4033 | 0 | 241797 | 0 | 0 |
| CLAYTON WHITNEY MD | |||||||||||||
| 0 | 779411 | 0 | 0 | 0 | 21858 | 0 | 0 | 0 | 17237 | 0 | 818506 | 0 | 0 |
| MEG REITMEYER MD | |||||||||||||
| 0 | 280013 | 0 | 0 | 0 | 17717 | 0 | 0 | 0 | 10976 | 0 | 308706 | 0 | 0 |
| JAMES CACCITOLO MD | |||||||||||||
| 0 | 801268 | 0 | 0 | 0 | 5358 | 0 | 0 | 0 | 17437 | 0 | 824063 | 0 | 0 |
| LUIS HARO MD | |||||||||||||
| 0 | 499908 | 0 | 10000 | 0 | 21858 | 0 | 0 | 0 | 16237 | 0 | 548003 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PARTICIPATION IN OR PAYMENT FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | Identifier |
| Return Reference | SCHEDULE J, PART I, QUESTION 4B | ReturnReference |
| Explanation | PARTICIPANTS IN SERP REPORTED IN W-2 DEFERRED COMPENSATION -------------------- --------------- --------------------- LINDSEY BRADLEY NONE NONE DAVID TEEGARDEN MD NONE NONE RAY THOMPSON 463,037 NONE STEVEN KEUER MD 346,800 NONE WILLIAM BELLENFANT 258,515 NONE PARTICIPANTS IN 457(F) REPORTED IN W-2 ---------------------- --------------- DAVID TEEGARDEN MD 108,289 STEVEN KEUER MD 6,396 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (18 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIBE REVIEW PROCESS OF FORM 990 | FORM 990, PART VI, QUESTION 11B | THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, THE FORM IS REVIEWED BY THE ORGANIZATION'S INTERNAL ACCOUNTANTS PRIOR TO FILING. |
| HOW DOES THE ORGANIZATION MONITOR AND ENFORCE COMPLIANCE WITH POLICY | FORM 990, PART VI, QUESTION 12C | THE BOARD REVIEWS AND RESOLVES, IF NECESSARY, ANY TRANSACTIONS AS THEY ARISE THROUGHOUT THE YEAR IN ACCORDANCE WITH POLICY STANDARDS. |
| DESCRIBE WHETHER THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO PUBLIC | FORM 990, PART VI, QUESTION 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| COMPENSATION FROM RELATED ORGANIZATIONS | FORM 990, PART VII & SCHEDULE J | THE GOVERNING BOARD OF TRINITY MOTHER FRANCES HEALTH SYSTEM UPON ADVICE FROM NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS, WHO PERIODICALLY REVIEW ALL EXECUTIVE COMPENSATION, APPROVED A DEFERRED COMPENSATION PLAN THAT PROVIDES A 65% TOTAL RETIREMENT BENEFIT FOR SENIOR EXECUTIVES THAT SERVE 20 YEARS OR MORE. THIS PROGRAM HAS BOTH RETENTION AND NON-COMPETITION CLAUSES THAT CREATE A RISK OF FORFEITURE. DEFERRED COMPENSATION IS SUBJECT TO A RISK OF FORFEITURE BASED ON RETENTION, NON-COMPETITION AND OTHER CONTRACTUAL FACTORS. ACCRUALS OF DEFERRED COMPENSATION ARE NOT INCLUDIBLE IN W-2 COMPENSATION UNTIL PAID. OTHER EMPLOYEE BENEFITS INCLUDE QUALIFIED PENSION PLANS, HEALTH, DENTAL AND LIFE INSURANCE PLANS, DISABILITY INSURANCE, ETC. TAXABLE EXPENSES ARE INCLUDED IN THE W-2 PAID COMPENSATION SALARY AMOUNT. |
| 1099S REPORTED BY ORGANIZATION | FORM 990, PART V, QUESTION 1A | NO 1099S WERE ISSUED BY THE FILING ORGANIZATION. THE ORGANIZATION'S 1099S ARE ISSUED BY A RELATED ORGANIZATION, MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER, WHO REPORTS ALL 1099S FOR THE ENTIRE SYSTEM AND ALLOCATES EXPENSES TO THE APPROPRIATE RELATED ORGANIZATION; THEREFORE, THIS QUESTION IS ANSWERED AS "NONE" FOR THIS FILING ORGANIZATION. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, QUESTION 5 | NET UNREALIZED GAINS ON INVESTMENTS $ 319,287. |
| DELEGATION OF MANAGEMENT DUTIES | FORM 990, PART VI, QUESTION 3 | THE ORGANIZATION HAS HIRED A MANAGEMENT COMPANY TO PERFORM THE DUTIES OF THE INTERIM CFO. UNDER EMPLOYMENT FOR THE UNRELATED MANAGEMENT COMPANY, THE FOLLOWING INDIVIDUAL SERVES AS AN OFFICER FOR THE FOUNDATION AND IS PAID COMPENSATION BY THE MANAGEMENT COMPANY FOR SERVICES TO THE FOUNDATION. PER IRS GUIDANCE, NO COMPENSATION IS SHOWN ON FORM 990, PART VII, FOR THIS INDIVIDUAL: PAM VUKOVICH - $218,341 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ROYAL BECKER MD TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:RANDALL CHILDRESS TITLE:DIRECTOR/CHAIRMAN HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:J LINDSEY BRADLEY TITLE:SYS PRESIDENT/DIRECTOR HOURS:42 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:RAY THOMPSON TITLE:SYS EXEC VP/CEO/DIRECTOR HOURS:42 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:STEVEN KEUER MD TITLE:SYS PRESIDENT/CMO/DIRECTOR HOURS:41 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JAMES CACCITOLO MD TITLE:DIRECTOR HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:PATRICK THOMAS MD TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ANDY NAVARRO TITLE:SECRETARY HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MARY E JACKSON TITLE:PRESIDENT HOURS:20 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JOYCE HESTER TITLE:SYSTEM VP, FINANCE, CFO HOURS:41 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:PAM VUKOVICH TITLE:INTERIM CFO HOURS:41 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| TRINITY CLINIC | ||||||||||
| 1315 DOCTORS DRIVE | TYLER | TX | 75701 | 752616977 | HEALTHCARE | TX | 501(C)(3) | 3 | TMFHS | false |
| CHAMPION EMERGENCY SERVICES LLC | ||||||||||
| 2201 S MOBBERLY AVE | LONGVIEW | TX | 75602 | 752747708 | AMBULANCE SVC | TX | 501(C)(3) | 9 | NA | false |
| MOTHER FRANCES HOSPITAL REGIONAL HC CTR | ||||||||||
| 1315 DOCTORS DRIVE | TYLER | TX | 75701 | 750818167 | HOSPITAL | TX | 501(C)(3) | 3 | TMFHS | false |
| MOTHER FRANCES HOSPITAL - JACKSONVILLE | ||||||||||
| 1315 DOCTORS DRIVE | TYLER | TX | 75701 | 751976930 | HOSPITAL | TX | 501(C)(3) | 3 | TMFHS | false |
| REGIONAL MEDICAL SERVICES ASSOCIATION | ||||||||||
| 1315 DOCTORS DRIVE | TYLER | TX | 75701 | 752511459 | HEALTHCARE | TX | 501(C)(3) | 3 | MFH REG | false |
| MOTHER FRANCES HOSPITAL HEALTH SYSTEM | ||||||||||
| 1315 DOCTORS DRIVE | TYLER | TX | 75701 | 752616975 | HEALTHCARE | TX | 501(C)(3) | 11 A I | NA | false |
| MOTHER FRANCES HOSPITAL - WINNSBORO | ||||||||||
| 1315 DOCTORS DRIVE | TYLER | TX | 75701 | 752771569 | HOSPITAL | TX | 501(C)(3) | 3 | TMFHS | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Address Line1AddressForeign/AddressLine1 | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRI-STATE FINANCIAL LLC | ||||||||||||
| 1315 DOCTORS DRIVE | TYLER | TX | 75701 | 752728318 | COLLECTION AGENCY | TX | NA | C-CORPORATION | ||||
| TRINCARE INC | ||||||||||||
| 1315 DOCTORS DRIVE | TYLER | TX | 75701 | 752161369 | RETAIL HEALTH SVC | TX | NA | C-CORPORATION | ||||
| HEALTHPLAN OF TEXAS INC | ||||||||||||
| 514 S BECKHAM | TYLER | TX | 75701 | 752636832 | THIRD PARTY ADMIN | TX | NA | C-CORPORATION | ||||
| THE REGIONAL HEALTHCARE ALLIANCE | ||||||||||||
| 1315 DOCTORS DRIVE | TYLER | TX | 75701 | 752484109 | PREFER PROVIDER | TX | NA | C-CORPORATION | ||||
| TEXAS HEALTH FACILITIES INSUR CORP LTD | ||||||||||||
| 980136025 | INSURANCE | NA | C-CORPORATION | PO BOX 1109 BWI | GRAND CAYMAN | CJ | CJ | |||||
| CONCORDIUM HEALTH LLC | ||||||||||||
| 1315 DOCTORS DRIVE | TYLER | TX | 75701 | 702811022 | INACTIVE | TX | NA | C-CORPORATION | ||||
| EMPLOYERS SERVICES INC | ||||||||||||
| 1315 DOCTORS DRIVE | TYLER | TX | 75701 | 752602556 | INACTIVE | TX | NA | C-CORPORATION | ||||
| QUALITY CARE ALLIANCE | ||||||||||||
| 1315 DOCTORS DRIVE | TYLER | TX | 75701 | 752662965 | INACTIVE | TX | NA | C-CORPORATION | ||||
| HERITAGE HEALTH PLANS OF TX | ||||||||||||
| 1315 DOCTORS DRIVE | TYLER | TX | 75701 | 752622622 | INACTIVE | TX | NA | C-CORPORATION | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DIRECT CONTROLLING ENTITY | Identifier |
| Return Reference | SCHEDULE R, PART II, COLUMN F AND PART III, COLUMN D | ReturnReference |
| Explanation | THE FOLLOWING RELATED ORGANIZATIONS REPORTABLE IN PART II ARE DIRECTLY CONTROLLED BY TRINITY MOTHER FRANCES HEALTH SYSTEM ("TMFHS"): MOTHER FRANCES HOSPITAL - JACKSONVILLE TRINITY CLINIC MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER MOTHER FRANCES HOSPITAL - WINNSBORO REGIONAL MEDICAL SERVICES ASSOCIATION IS DIRECTLY CONTROLLED BY MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER ("MFH REG"). | Explanation |
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