ST JOSEPHS HEALTH CARE CENTER INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ST JOSEPHS HEALTH CARE CENTER INC (EIN 59-2593686)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201323169349300312
- 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 | 2013-11-11T14:53:03-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 IVAN ALLEN JR BLVD SUITE 1000 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30308 | 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 | 592593686 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Joseph's Health Care Center Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % CARL TREMONTI | InCareOfName |
| Name Control | STJO | NameControl |
| Phone | 8138704942 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 W Dr Martin Luther King Jr | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Tampa | City |
| State | FL | State |
| ZIP Code | 33607 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARL TREMONTI | Name |
| Title | CFO | Title |
| Date Signed | 2013-11-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4048748300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Glenn Waters | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 W Dr Martin Luther King | AddressLine1 |
| City | Tampa | City |
| State | FL | State |
| ZIP Code | 33607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 631028719 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.sjbhealth.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | St. Joseph's Health Care Center will improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 337 | TotalNbrEmployees |
| Total Nbr Volunteers | 18 | 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 | 28462816 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 38494053 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 35122085 | InvestmentIncomePriorYear |
| Investment Income Current Year | 28695498 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 55679 | OtherRevenuePriorYear |
| Other Revenue Current Year | 291661 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 63640580 | TotalRevenuePriorYear |
| Total Revenue Current Year | 67481212 | 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 | 14233431 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 22461367 | 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 | 17576658 | OtherExpensePriorYear |
| Other Expenses Current Year | 23747729 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 31810089 | TotalExpensesPriorYear |
| Total Expenses Current Year | 46209096 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 31830491 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 21272116 | RevenuesLessExpensesCY |
| Total Assets BOY | 667180516 | TotalAssetsBOY |
| Total Assets EOY | 313046539 | TotalAssetsEOY |
| Total Liabilities BOY | 404905613 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2920724 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 262274903 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 310125815 | NetAssetsOrFundBalancesEOY |
| Mission Description | St. Joseph's Health Care Center will improve the health of all WE SERVE THROUGH COMMUNITY-OWNED HEALTH CARE SERVICES THAT SET THE STANDARD FOR HIGH-QUALITY, COMPASSIONATE CARE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 27300860 | Expense |
| Revenue | 38785714 | Revenue |
| Description | Management of long range health objectives and coordination of shared services and borrowings for St. Joseph's Hospital, Inc. and related entities. | Description |
| Total Program Service Expense | 27300860 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | 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 | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | 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 | false | 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 | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 63 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 337 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | 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 | true | CompensationProcessCEO |
| Compensation Process Other | true | 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 | CARL TREMONTI | NamePerson |
| Telephone Number | 8138704235 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 W Dr Martin Luther King Jr Bl | AddressLine1 |
| City | Tampa | City |
| State | FL | State |
| ZIP Code | 33607 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ISAAC MALLAH | ||||||||
| Ex-Officio TRUSTEE AND PRsdnt | 45.0 | 7.0 | X | X | 1338734 | 0 | 73467 | |
| MARY ARGHITTU | ||||||||
| TRUSTEE | 1.0 | 4.0 | X | |||||
| MICHAEL BOOHER | ||||||||
| TRUSTEE | 1.0 | 2.0 | X | |||||
| JOHN BORRECA | ||||||||
| TRUSTEE AND CHAIRMAN | 1.0 | 3.0 | X | X | ||||
| DONNA JORDAN | ||||||||
| TRUSTEE | 1.0 | 2.0 | X | |||||
| CAROLYN MCMULLEN | ||||||||
| TRUSTEE | 1.0 | 2.0 | X | |||||
| DOMENICK REINA | ||||||||
| TRUSTEE | 1.0 | 2.0 | X | |||||
| BRUCE RODWELL | ||||||||
| TRUSTEE AND VICE CHAIRMAN | 1.0 | 3.0 | X | X | ||||
| GLADYS SHARKEY | ||||||||
| TRUSTEE | 1.0 | 4.0 | X | |||||
| WILLIAM WEST | ||||||||
| TRUSTEE | 1.0 | 3.0 | X | |||||
| ALBERT WHITAKER | ||||||||
| TRUSTEE | 1.0 | 2.0 | X | |||||
| LEE KIRKMAN | ||||||||
| TRUSTEE | 1.0 | 47.0 | X | 0 | 375305 | 34244 | ||
| RICK COLON | ||||||||
| TRUSTEE | 1.0 | 2.0 | X | |||||
| GENE MARSHALL | ||||||||
| TRUSTEE | 1.0 | 2.0 | X | |||||
| WINNIE MARVEL | ||||||||
| TRUSTEE | 1.0 | 2.0 | X | |||||
| ERIC OBECK | ||||||||
| TRUSTEE | 1.0 | 3.0 | X | |||||
| ROBERT BASKIN | ||||||||
| TRUSTEE | 1.0 | 2.0 | X | |||||
| JUDITH LISI | ||||||||
| TRUSTEE | 1.0 | 2.0 | X | |||||
| ELAINE SHIMBERG | ||||||||
| TRUSTEE | 1.0 | 2.0 | X | |||||
| CATHY YODER | ||||||||
| CFO AND TREASURER | 45.0 | 7.0 | X | 385511 | 0 | 52921 | ||
| BRENDA BALICKI | ||||||||
| SECRETARY | 1.0 | 47.0 | X | 63107 | 13366 | |||
| MARK VAALER | ||||||||
| VP MEDICAL AFFAIRS - SJB | 45.0 | 4.0 | 715542 | 0 | 33465 | X | ||
| LORRAINE LUTTON | ||||||||
| COO ST JOSEPHS HOSPITAL | 45.0 | 5.0 | 565300 | 0 | 68702 | X | ||
| KIMBERLY GUY | ||||||||
| COO, SJWH & SJCH | 45.0 | 4.0 | 452880 | 0 | 57789 | X | ||
| HENRY CLARKE | ||||||||
| STAFF PHYSICIAN | 45.0 | 607705 | 0 | 33781 | X | |||
| ARCHANA PUDUR | ||||||||
| STAFF PHYSICIAN | 45.0 | 411558 | 0 | 20652 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4477230 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 438412 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 388387 | TotalOtherCompensation |
| Number Individuals GT100 K | 44 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GRESHAM SMITH PARTNERS | |||||
| PO BOX 440029 | NASHVILLE | TN | 37244 | architectural Svcs | 1006883 |
| PIMCO | |||||
| 840 Newport Center Drive | NEWPORT BEACH | CA | 92660 | investment services | 438418 |
| Blackstone | |||||
| 345 PARK AVE 28TH FLOOR | NEW YORK | NY | 10154 | investment services | 430234 |
| PICIS INC | |||||
| PO BOX 34960 | SEATTLE | WA | 981241960 | coding services | 402264 |
| FIRST CLASS SOLUTIONS INC | |||||
| 11426 DORSETT ROAD | MARYLAND HEIGHTS | MO | 63043 | medical coding | 373195 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 27 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MANAGEMENT FEES | 561000 | 30769706 | 30769706 |
| HOSPITAL PATIENT CARE | 621990 | 5027307 | 5027307 |
| MEDICARE/MEDICAID | 621990 | 2697040 | 2697040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 38494053 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17872510 | TotalRevenueColumn |
| Exclusion | $17,872,510 | 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 |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 574370495 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 563546936 | Securities |
| Other | 571 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10823559 | Securities |
| Other | -571 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10822988 | TotalRevenueColumn |
| Exclusion | $10,822,988 | 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 |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER REVENUE | 900099 | 205108 | 205108 |
| COMMUNITY AFFAIRS | 900099 | 68489 | 68489 |
| HITECH | 900099 | 18064 | 18064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 291661 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 67481212 | TotalRevenueColumn |
| Related Or Exempt Function Income | 38785714 | RelatedOrExemptFunctionIncome |
| Exclusion | $28,695,498 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 1433285 | Total |
| Management And General | 1433285 | ManagementAndGeneral |
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 | 17467406 | Total |
| Program Services | 13233407 | ProgramServices |
| Management And General | 4233999 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1022475 | Total |
| Program Services | 774633 | ProgramServices |
| Management And General | 247842 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1727536 | Total |
| Program Services | 1308791 | ProgramServices |
| Management And General | 418745 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 810665 | Total |
| Program Services | 711248 | ProgramServices |
| Management And General | 99417 | ManagementAndGeneral |
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 | 327122 | Total |
| Management And General | 327122 | ManagementAndGeneral |
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 | 133 | Total |
| Program Services | 133 | ProgramServices |
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 | 2523307 | Total |
| Management And General | 2523307 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2757563 | Total |
| Program Services | 2675122 | ProgramServices |
| Management And General | 82441 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35037 | Total |
| Program Services | 28384 | ProgramServices |
| Management And General | 6653 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 368483 | Total |
| Program Services | 2285 | ProgramServices |
| Management And General | 366198 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1044764 | Total |
| Program Services | 1035606 | ProgramServices |
| Management And General | 9158 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 819763 | Total |
| Program Services | 816714 | ProgramServices |
| Management And General | 3049 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153227 | Total |
| Management And General | 153227 | ManagementAndGeneral |
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 | 1997013 | Total |
| Program Services | 1995680 | ProgramServices |
| Management And General | 1333 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126523 | Total |
| Program Services | 64125 | ProgramServices |
| Management And General | 62398 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| MANAGEMENT FEES | 8940031 | 8940031 | |
| MISCELLANEOUS EXPENSES | 3100129 | 3100129 | |
| MEDICAL SUPPLIES | 1335958 | 31 | 1335927 |
| BAD DEBT EXPENSES | 218676 | 218676 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46209096 | Total |
| Program Services | 27300860 | ProgramServices |
| Management And General | 18908236 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4652924 | BOY |
| EOY | 6867 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 544084 | 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 | 178152 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 730724 | BOY |
| EOY | 593139 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 43942431 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 29087101 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11699918 | BOY |
| EOY | 14855330 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348862723 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 299171932 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2062295 | BOY |
| EOY | 4159284 | 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 | 0 | BOY |
| EOY | 292709683 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 667180516 | BOY |
| EOY | 313046539 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2908896 | BOY |
| EOY | 2916437 | 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 | 2352 | 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 | 401996717 | BOY |
| EOY | 1935 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 404905613 | BOY |
| EOY | 2920724 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262274903 | BOY |
| EOY | 310125815 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262274903 | BOY |
| EOY | 310125815 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 667180516 | BOY |
| EOY | 313046539 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 21272116 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 52986245 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -26407449 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| 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
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH'S HOSPITAL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590774199 | EIN |
| Type Of Organization | 03 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Amount | $27,305,932 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 27305932 | SumOfAmounts |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $133 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 133 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II B, Line 1I | Identifier |
| Explanation | Dues were paid to the Florida Institure of Certified Public Accountants and a portion of these due were used to conduct lobbying activities. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7817011 | OtherCostOrOtherBasis |
| Book Value | 7817011 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 104749 | OtherCostOrOtherBasis |
| Depreciation | 18034 | Depreciation |
| Book Value | 86715 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2305199 | OtherCostOrOtherBasis |
| Depreciation | 1547024 | Depreciation |
| Book Value | 758175 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27914005 | OtherCostOrOtherBasis |
| Depreciation | 27522044 | Depreciation |
| Book Value | 391961 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5801468 | OtherCostOrOtherBasis |
| Book Value | 5801468 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 14855330 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEPOSITS | 14664 |
| DUE FROM AFFILIATES | 292695019 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 292709683 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DAYCARE CTR RESOURCE FUND | Description |
| Amount | $1,935 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1935 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 89302988 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 52986245 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 52986245 | RevenueNotRptdF990 |
| Revenue Subtotal | 36316743 | RevenueSubtotal |
| Other Revenues Not Included | 31164469 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 31164469 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 67481212 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12916085 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 12916085 | ExpensesSubtotal |
| Other Expenses Not Included | 33293011 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 33293011 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 46209096 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule D Supplemental Information | Identifier |
| Explanation | Schedule D, Part XI, Line 4b Management fees $30,769,706 Investment fees $2,523,307 Change in foundation ($2,128,544) Total $31,164,469 Schedule D, Part XII, Line 4b Management fees $30,769,706 Investment fees $2,523,307 Rounding ($2) Total $33,293,011 | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ISAAC MALLAH | ||||||||||||||
| Ex-Officio TRUSTEE AND PRsdnt | 782636 | 0 | 358276 | 0 | 197822 | 0 | 54394 | 0 | 19073 | 0 | 1412201 | 0 | 0 | 0 |
| MARK VAALER | ||||||||||||||
| VP MEDICAL AFFAIRS - SJB | 437678 | 0 | 145194 | 0 | 132670 | 0 | 12500 | 0 | 20965 | 0 | 749007 | 0 | 8757 | 0 |
| LORRAINE LUTTON | ||||||||||||||
| COO ST JOSEPHS HOSPITAL | 328377 | 0 | 110853 | 0 | 126070 | 0 | 39337 | 0 | 29365 | 0 | 634002 | 0 | 30870 | 0 |
| KIMBERLY GUY | ||||||||||||||
| COO, SJWH & SJCH | 303374 | 0 | 104097 | 0 | 45409 | 0 | 35302 | 0 | 22487 | 0 | 510669 | 0 | 0 | 0 |
| CATHY YODER | ||||||||||||||
| CFO AND TREASURER | 253641 | 0 | 85067 | 0 | 46803 | 0 | 35673 | 0 | 17248 | 0 | 438432 | 0 | 0 | 0 |
| LEE KIRKMAN | ||||||||||||||
| TRUSTEE | 0 | 322353 | 0 | 47852 | 0 | 5100 | 0 | 21610 | 0 | 12634 | 0 | 409549 | 0 | 0 |
| HENRY CLARKE | ||||||||||||||
| STAFF PHYSICIAN | 602410 | 0 | 0 | 0 | 5295 | 0 | 13282 | 0 | 20499 | 0 | 641486 | 0 | 0 | 0 |
| ARCHANA PUDUR | ||||||||||||||
| STAFF PHYSICIAN | 221589 | 0 | 188037 | 0 | 1932 | 0 | 12500 | 0 | 8152 | 0 | 432210 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Compensation Information | Identifier |
| Explanation | Schedule J, Part I, Line 3 The filing organization does not use any of the options listed in Schedule J, Part I, Line 3 to establish the compensation of the CEO/Executive Director. However, the related organization, BayCare Health System Inc, uses Compensation committee, Independent compensation consultant, Written employment contract, Compensation survey or study and Approval by the board or compensation committee as a means to establish the CEO's compensation of the filing organization. Supplemental Compensation Information Schedule J, Part I, Line 4b Kimberly Guy - Participated in a supplemental nonqualified deferred compensation plan. She had $38,327 in benefits vest in 2012. This amount is included in Part II (B)(iii) Other compensation. She had $22,802 of nonvested benefits accrue during 2012 and her earnings on the plan in 2012 were $10,541. These amounts are included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $13,970 in 2012. Lorraine Lutton - Participated in a supplemental nonqualified deferred compensation plan. She had $101,237 in benefits vest in 2012. This amount is included in Part II (B)(iii) Other compensation. Her earnings on the plan in 2012 were $14,826. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $36,901 in 2012. Isaac Mallah - Participated in a supplemental nonqualified deferred compensation plan. He had $139,781 in benefits vest in 2012. This amount is included in Part II (B)(iii) Other compensation. His earnings on the plan in 2012 were $12,274. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $50,950 in 2012. Mark Vaaler - Participated in a supplemental nonqualified deferred compensation plan. He had $101,538 in benefits vest in 2012. This amount is included in Part II (B)(iii) Other compensation. His earnings on the plan in 2012 were $20,574. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $37,010 in 2012. Cathy Yoder - Participated in a supplemental nonqualified deferred compensation plan. She had $36,780 in benefits vest in 2012. This amount is included in Part II (B)(iii) Other compensation. She had $16,435 of nonvested benefits accrue during 2012 and her earnings on the plan in 2012 were $10,720. These amounts are included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $13,406 in 2012. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part VI, Line 2 | Part VI, Line 2 - Description of Family and Business relationship Cathy Yoder, Isaac Mallah, Elaine Shimberg and Lee Kirkman are Board members and/or officers of the Organization, as well as Board members of a taxable entity, which is an affiliate of the filing Organization. | |
| Part VI, Line 6 | Catholic Health East (CHE), a Pennsylvania nonprofit corporation is the sole member of St. Joseph's Health Care Center, Inc. | Description of Clases of Members or Stockholders |
| Part VI, Line 7a | Designation and Election of Trustees. (a) The Regional Minister of the Sponsoring Organization and the President of the Corporation shall serve as ex-officio Trustees of the Corporation ("Ex-Officio Trustees"). (b) All other Trustees shall be appointed by the Board of Directors of Catholic Health East (the "Appointed Trustee") pursuant to the following procedure: (i) The Chairman of the Board of Trustees of the Corporation shall appoint a Nominating Committee of at least three (3) persons; (ii) The Nominating Committee shall receive names of candidates for potential Trustees, present the names to the Board of Trustees of the Corporation; (iii) The Trustees shall review the candidates recommended by the Nominating Committee and submit its recommendations to the Board of Directors of CHE; (iv) The Board of Directors of CHE shall review the recommendations of the Trustees and either appoint the individuals recommended to serve as Trustees or request additional recommendations from the Nominating Committee. | Description of Classes of Persons and the Nature of Their Rights |
| PART VI, Line 7b | The taxpayer is a Participant, as defined in the Second Restated Joint Operating Agreement dated as of May 23, 2006, as amended (the "JOA"). Under the JOA, BayCare health System, Inc. is responsible for the operations of the Participants. The JOA Participants include the taxpayer and other hospitals and non-hospital organizations. Notice of the JOA was previously provided to the Internal Revenue Service by letter dated July 1, 1997. Catholic Health East (CHE) shall reserve to itself in its capacity as the Corporate Member of the Corporation the following two categories of actions: Class I Member Reserved Rights and Class II Member Reserved Rights. A. Class I Member Reserved Rights. 1. Addition, deletion or reconfiguration of services of the Corporation. 2. Establishment of overall capital and operating budgets and strategic plans applicable to the Corporation, including the use of the funds of the Corporation. 3. Exclusive authority to enter into managed care contracts on behalf of the Corporation. 4. Approval of contracts on behalf of the Corporation (but the Class I Member may establish policies from time to time providing that only specific types of contracts or contracts involving obligations in excess of specified levels need to be approved by the Class I Member). 5. Authority to establish fees and charges on behalf of the Corporation. 6. Determination of whether the Corporation should join any networks or alternative or integrated delivery systems. 7. Establishment of employment and other policies applicable to all personnel employed by the Corporation. 8. Approval of the philosophy, mission statement and purposes of the Corporation. 9. Approval of changes in the Articles of Incorporation or in the Bylaws of the Corporation. 10. Approval of the merger, consolidation, dissolution, sale or other transfer of substantially all assets of the Corporation, or other change in corporate form, causing a fundamental reorganization of the Corporation. 11. Approval of the incurrence of indebtedness by the Corporation above certain limits established by the Class I Member. 12. Approval of the establishment of additional affiliates or subsidiaries of the Corporation. 13. Adoption of strategic plans or major changes in programs or services of the Corporation. 14. Approval of the purchase, sale, transfer, or other encumbrance of assets of the Corporation above specified levels established by the Class I Member. B. Class II Member Reserved Rights. 1. Approval of the philosophy, mission statement and purposes of the Corporation. 2. Approval of the merger, consolidation, dissolution, sale or other transfer of substantially all assets of the Corporation, or other change in corporate form, causing a fundamental reorganization of the Corporation. 3. Approval of the closure of a hospital facility of the Corporation. 4. Approval of any sale, long term lease, mortgage, encumbrance or disposition of property of the Corporation constituting an 'alienation' under principles of canon law. 5. Approval of matters relating to the implementation of and compliance with the Ethical and Religious Directives. 6. Change in the name of the hospital facility of the Corporation. 7. Approval of substantive changes in the Articles of Incorporation of the Corporation and these Bylaws provided that prior notice of any change in the Articles of Incorporation of the Corporation or these Bylaws shall be provided to CHE and, if such change, as a result of CHE being a Catholic entity, must be approved by CHE, such change, regardless of whether it is substantive as a matter of civil law, shall be subject to the approval of the Member. 8. With regard to any assets of the Corporation no longer required in the operations of the Corporation, approval of any sale or other disposition of any assets not in the ordinary course which have a value in excess of $3 million, and with regard to all other assets of the Corporation used in the operations of the Corporation, approval of any sale or other disposition of such assets not in the ordinary course (but the foregoing is not intended to limit any transfer of the location of the assets from the Corporation to another entity in connection with a duly authorized reconfiguration of services). | Descr Classes of Persons, Decisions Requiring Appr & Type of Voting Rights |
| Part VI, Line 11b | The Form 990 is prepared by the organization and reviewed by the CFO, as well as the organization's paid preparer. A final copy of the Form 990 was reviewed by a subcommittee of the Board of Directors. Prior to filing with the IRS, a final copy of the Form 990 will be made available to the entire Board via a web portal. | Describe the Process used by Management &/or Governing Body to Review 990 |
| Part VI, Line 12c | St. Joseph's Health Care Center, Inc. has two separate conflict of interest procedures; one that relates to Board members and another that relates to non-board member employees. Both groups are required on an annual basis to complete, sign and file an annual disclosure statement detailing existing or potential conflicts of interests. For Board members, the review of conflicts or potential conflicts occurs at the Board or committee level. After disclosure of the Board Member's or Committee Member's actual or potential conflict, the following procedures for addressing the conflict of interest will be adhered to by each Board and all Committees with Board delegated powers, without exception: 1. The interested Director or Committee member shall leave the Board or Committee meeting while the conflict of interest issue is discussed. 2. The remaining Board or Committee Members shall decide if a conflict of interest exists. 3. If a conflict of interest is deemed to exist: a. The Chairperson of the Board or Committee shall, if appropriate, appoint a disinterested individual or committee to investigate the proposed transaction or arrangement. b. The Board or Committee shall determine whether the BayCare entity can obtain a more advantageous transaction or arrangement with reasonable efforts from an individual or entity that would not give rise to a conflict of interest. c. If a more advantageous transaction or arrangement is not reasonably available, the Board or Committee shall determine whether the transaction or arrangement is in the BayCare entity's best interest, and whether the transaction is fair and reasonable to BayCare. An interested Director or Committee Member shall not vote, participate in, influence or attempt to influence any determination or proceedings. The Director or Committee Member may, however, respond to questions posed by the Board or Committee regarding the contract or transaction. Any such contract or transaction must be authorized by a vote of at least two-thirds (2/3) of the Directors or Committee Members entitled to vote at a meeting at which a quorum was present. Any interested Director or Committee Member may not be counted in determining the existence of a quorum. For employees, the review of conflicts of interest or potential conflicts goes to the Conflict of Interest Determination Committee. This committee consists of BayCare Chief Compliance Officer, the Corporate Responsibility Officers, and the BayCare Vice President of Team Resources. This committee shall determine if an actual conflict exists and any action required to address the conflict of interest situation. | Description of Process to Monitor Transactions for Conflicts of Interest |
| Part IV, Lines 15a & 15b | The organization uses an independent compensation committee, appointed by the Board of Directors. The Compensation Committee's purpose is to provide oversight for the organization's executive compensation program, review and approve compensation and benefits for all "disqualified persons" subject to the Intermediate Sanctions regulations issued under Section 4958 of the Internal Revenue Code (including the Chief Executive Officer, Chief Operating Officer & CFO, other system and entity executives, and other disqualified persons as defined in the Intermediate Sanctions regulations (i.e., voting members of the governing body, family members, former officers)), and establish the compensation philosophy for all other executives. This committee engages nationally recognized compensation consultants to assist them in review of executive compensation. The compensation consultants provide a review of each vice president and above in the system to determine if that employee's compensation is reasonable when compared against market standards. The data reviewed comes from compensation studies that include comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. The organization keeps contemporaneous minutes of the compensation committees meetings and decisions. External consultants review compensation every other year with the last review occurring in 2011, but the compensation committee regularly monitors compensation and all other procedures are followed annually. | Process used for Compensation Review and Approval |
| Part VI, Line 19 | How and If the Governing Documents, Conflict of Interest Policy and Financial Statements are Made Available to the Public St. Joseph's Health Care Center, Inc. does not make its governing documents, conflict of interest policy or financial statements available to the public. | |
| Part XI, Line 9 | Change in net assets of foundation $2,128,541 Net asset transfer per JOA $15,362,000 Transfer of ownership of affiliates ($15,828,990) Equity transfer ($28,069,000) Total ($26,407,449) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| St Joseph's Hospital of Tampa Found Inc | ||||||||||
| 3001 W Dr Martin Luther King Jr Bl | Tampa | FL | 33607 | 591100828 | Fundraising | FL | 501(C)(3) | 11C | SJHCC | true |
| St Joseph's Hospital Inc | ||||||||||
| 3001 W Dr Martin Luther King Jr Bl | Tampa | FL | 33607 | 590774199 | Health srvcs | FL | 501(C)(3) | 3 | NA | true |
| Franciscan Properties Inc | ||||||||||
| 3001 W Dr Martin Luther King Jr Bl | Tampa | FL | 33607 | 592822519 | Supports SJH | FL | 501(C)(3) | 11B | SJHCC | true |
| John Knox Village of Tampa Bay Inc | ||||||||||
| 4100 Fletcher Ave | Tampa | FL | 33613 | 581377711 | Retire cmmty | FL | 501(C)(3) | 9 | SJHCC | true |
| San Damiano Enterprises Inc | ||||||||||
| 3001 W Dr Martin Luther King Jr Bl | Tampa | FL | 33607 | 592822514 | Health invest | FL | 501(C)(3) | 11B | SJHCC | true |
| South Florida Baptist Hospital Inc | ||||||||||
| 301 N Alexander Street | Plant City | FL | 33563 | 590594631 | Medical srvcs | FL | 501(C)(3) | 3 | NA | true |
| St Joseph's Ancillary Services Inc | ||||||||||
| 3001 W Dr Martin Luther King Jr Bl | Tampa | FL | 33607 | 592795925 | Health promo | FL | 501(C)(3) | 11B | SJHCC | true |
| St Joseph's Community Care Inc | ||||||||||
| 3001 W Dr Martin Luther King Jr | Tampa | FL | 33607 | 593152608 | Medical asst | FL | 501(C)(3) | 9 | SJHCC | true |
| St Joseph's Enterprises Inc | ||||||||||
| 3001 W Dr Martin Luther King Jr Bl | Tampa | FL | 33607 | 592822516 | Health invest | FL | 501(C)(3) | 11B | SJHCC | true |
| St Anthony's Professional Building & Se | ||||||||||
| 1200 7th Avenue North | St Petersburg | FL | 33705 | 592018848 | Real Estate | FL | 501(C)(3) | 9 | SJHCC | true |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Healthpoint Management Services Inc | ||||||||||||
| 4902 Eisenhower Blvd Suite 300 | Tampa | FL | 33634 | 650645457 | Billing/Mgmt | FL | SJHCC | C corp | 13488228 | 141878120 | 1.00000 | true |
| Healthpoint Medical Group Inc | ||||||||||||
| 4902 Eisenhower Blvd Suite 300 | Tampa | FL | 33634 | 593244268 | Physician Group | FL | SJHCC | C corp | 51498189 | 12017753 | 1.00000 | true |
| St Joseph's Physicians-Healthcenter Org | ||||||||||||
| 3001 W Dr Martin Luther King Jr Blv | Tampa | FL | 33607 | 592820509 | Holding Company | FL | SJ Enterprises | C corp | -300 | 1.00000 | true | |
| St Joseph's Preferred Inc | ||||||||||||
| 3001 W Dr Martin Luther King Jr Blv | Tampa | FL | 33607 | 593055643 | Provider network | FL | SJ Phy-Hlth Org | C corp | 0 | 0 | 1.00000 | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| 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 | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | 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 | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (13 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| St Joseph's Enterprises Inc | ||
| a | 36171 | FMV |
| St Joseph's Ancillary Services Inc | ||
| b | 5246046 | FMV |
| San Damiano Enterprises Inc | ||
| c | 12210730 | FMV |
| St Joseph's Hospital Inc | ||
| l | 32225741 | FMV |
| South Florida Baptist Hospital Inc | ||
| l | 1684934 | FMV |
| John Knox Village of Tampa Bay Inc | ||
| l | 234000 | FMV |
| Franciscan Properties Inc | ||
| m | 2694123 | FMV |
| St Joseph's Enterprises Inc | ||
| m | 680847 | FMV |
| St Joseph's Hospital Inc | ||
| o | 122428 | FMV |
| St Joseph's Hospital Inc | ||
| r | 2773582 | FMV |
| St Joseph's Enterprises Inc | ||
| r | 504900 | FMV |
| John Knox Village of Tampa Bay Inc | ||
| s | 609073 | FMV |
| St Joseph's Physicians - Healthcenter Org | ||
| s | 474849 | FMV |
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