FRANCISCAN HEALTH FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FRANCISCAN HEALTH FOUNDATION INC (EIN 35-1955283)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201333199349308713
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T15:09:53-06:00 | 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 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1700 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | 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 | 351955283 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCISCAN ALLIANCE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % PRISCILLAR NCUBE | InCareOfName |
| Name Control | FRAN | NameControl |
| Phone | 3177826199 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 DRAGOON TRAIL | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | MISHAWAKA | City |
| State | IN | State |
| ZIP Code | 46544 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN D LEAHY | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 2673303000 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2673303000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KEVIN D LEAHY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 DRAGOON TRAIL | AddressLine1 |
| City | MISHAWAKA | City |
| State | IN | State |
| ZIP Code | 46544 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4274160 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | RAISE, INVEST, AND EXPEND CONTRIBUTIONS FOR THE BENEFIT OF FRANCISCAN ALLIANCE, INC. HEALTH CENTERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 136 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2997495 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4145884 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 15427 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10437 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3012922 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4156321 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2072213 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1593796 | 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 | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 403751 | OtherExpensePriorYear |
| Other Expenses Current Year | 1961995 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2475964 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3555791 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 536958 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 600530 | RevenuesLessExpensesCY |
| Total Assets BOY | 7672041 | TotalAssetsBOY |
| Total Assets EOY | 25538838 | TotalAssetsEOY |
| Total Liabilities BOY | 1358347 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3676545 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6313694 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 21862293 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FOUNDATION RAISES, INVESTS, AND EXPENSES CONTRIBUTIONS FOR THE BENEFIT OF FRANCISCAN ALLIANCE, INC. HEALTH CENTERS. THE BENEFICIARY'S PURPOSE IS TO PROMOTE COMPASSION FOR THOSE IN NEED, RESPECT LIFE AND DIGNITY OF PERSONS, WELLNESS AND THE PREVENTION OF ILLNESS, RESTORATION TO HEALTH, AND THE ACCEPTANCE OF DEATH AS THE FINAL STEP TOWARDS WELLNESS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1593796 | Expense |
| Grants | 1593796 | Grants |
| Revenue | 0 | Revenue |
| Description | FRANCISCAN ALLIANCE FOUNDATION, INC. RAISES, INVESTS, AND EXPENDS CONTRIBUTIONS FOR THE BENEFIT OF FRANCISCAN ALLIANCE, INC. THE BENEFICIARY'S PURPOSE IS TO PROMOTE COMPASSION FOR THOSE IN NEED, RESPECT LIFE AND DIGNITY OF PERSONS, WELLNESS AND THE PREVENTION OF ILLNESS, RESTORATION TO HEALTH, AND THE ACCEPTANCE OF DEATH AS THE FINAL STEP TOWARDS WELLNESS. | Description |
| Total Program Service Expense | 1593796 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | 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 | true | 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 |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| 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 | false | NonDeductibleContributions |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | 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 | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PRISCILLAR NCUBE | NamePerson |
| Telephone Number | 5742733817 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3510 PARK PLACE WEST SUITE 200 | AddressLine1 |
| City | MISHAWAKA | City |
| State | IN | State |
| ZIP Code | 46545 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| SISTER M ALINE SHULTZ OSF | |||||||
| TRUSTEE | 5.0 | 40.0 | X | 0 | 0 | 0 | |
| SISTER JANE MARIE KLEIN | |||||||
| CHAIR AND TRUSTEE | 5.0 | 46.0 | X | 0 | 0 | 0 | X |
| SISTER M ANN KATHLEEN MAGIERA | |||||||
| TREASURER AND TRUSTEE | 5.0 | 41.0 | X | 0 | 0 | 0 | X |
| SISTER M MADONNA ROUGEAU | |||||||
| TRUSTEE (APPOINTED 9/12) | 5.0 | 46.0 | X | 0 | 0 | 0 | |
| SISTER ROSE AGNES PFAUTSCH | |||||||
| TRUSTEE | 5.0 | 5.0 | X | 0 | 0 | 0 | |
| KEVIN D LEAHY | |||||||
| PRESIDENT AND TRUSTEE | 5.0 | 46.0 | X | 0 | 1592190 | 928173 | |
| SISTER M CORITA LAST | |||||||
| VP, SEC. & TRUSTEE (THRU 9/12) | 5.0 | 40.0 | X | 0 | 0 | 0 | X |
| SISTER LETHIA MARIE LEVEILLE | |||||||
| SECRETARY (APPOINTED 12/12) | 5.0 | 40.0 | X | 0 | 0 | 0 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1592190 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 928173 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | NONE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Of Contractor | AddressOfContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 245184 | FundraisingEvents |
| Related Organizations | 90000 | RelatedOrganizations |
| Government Grants | 367397 | GovernmentGrants |
| All Other Contributions | 3443303 | AllOtherContributions |
| Total Contributions | 4145884 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10437 | TotalRevenueColumn |
| Exclusion | $10,437 | 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 |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 117839 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 245184 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 117839 | FundraisingDirectExpenses |
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 | 4156321 | TotalRevenueColumn |
| Exclusion | $10,437 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1593796 | Total |
| Program Services | 1593796 | 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 | 27608 | Total |
| Management And General | 27608 | 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 | 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 | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10098 | Total |
| Management And General | 10098 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9983 | Total |
| Management And General | 9983 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6540 | Total |
| Management And General | 6540 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92813 | Total |
| Management And General | 92813 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11128 | Total |
| Management And General | 11128 | 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 | 13828 | Total |
| Management And General | 13828 | ManagementAndGeneral |
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 | 11033 | Total |
| Management And General | 11033 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| MANAGEMENT FEES | 1585346 | 1585346 |
| PURCHASED SERVICES | 87245 | 87245 |
| BAD DEBT | 71774 | 71774 |
| POSTAGE, PRINTING, OTHER | 20102 | 20102 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14497 | Total |
| Management And General | 14497 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3555791 | Total |
| Program Services | 1593796 | ProgramServices |
| Management And General | 1961995 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5748283 | BOY |
| EOY | 1051636 | 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 | 1868562 | BOY |
| EOY | 4071581 | 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 | 7320 | BOY |
| EOY | 11524 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 243557 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 111674 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47876 | BOY |
| EOY | 131883 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 20272214 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7672041 | BOY |
| EOY | 25538838 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1297597 | BOY |
| EOY | 3625505 | 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 | 60750 | BOY |
| EOY | 51040 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1358347 | BOY |
| EOY | 3676545 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 658876 | BOY |
| EOY | -1737192 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4695146 | BOY |
| EOY | 19006996 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 959672 | BOY |
| EOY | 4592489 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6313694 | BOY |
| EOY | 21862293 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7672041 | BOY |
| EOY | 25538838 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 600530 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 14948069 | 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) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2717813 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1794055 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1622952 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2997495 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4145884 | CurrentTaxYear |
| Total | 13278199 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2717813 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1794055 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1622952 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2997495 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4145884 | CurrentTaxYear |
| Total | 13278199 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 338071 | AmountsSubstContributorsTotal |
| Public Support Total170 | 12940128 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 198843 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 96495 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 51739 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15427 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9757 | CurrentTaxYear |
| Total | 372261 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 13650460 | TotalSupport |
| Gross Receipts From Admissions Etc | 0 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94796 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.00000 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 959672 | BeginningOfYearBalance |
| Contributions | 3666167 | Contributions |
| Other Expenditures | 33351 | OtherExpenditures |
| End Of Year Balance | 4592488 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 958824 | BeginningOfYearBalance |
| Contributions | 848 | Contributions |
| End Of Year Balance | 959672 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 957676 | BeginningOfYearBalance |
| Contributions | 1148 | Contributions |
| End Of Year Balance | 958824 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 948162 | BeginningOfYearBalance |
| Contributions | 9514 | Contributions |
| End Of Year Balance | 957676 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 947768 | BeginningOfYearBalance |
| Contributions | 394 | Contributions |
| End Of Year Balance | 948162 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23602 | OtherCostOrOtherBasis |
| Depreciation | 1246 | Depreciation |
| Book Value | 22356 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 219955 | OtherCostOrOtherBasis |
| Depreciation | 110428 | Depreciation |
| Book Value | 109527 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 131883 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITY PAYABLE | Description |
| Amount | $51,040 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 51040 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE D, PART V, LINE 4 | Identifier |
| Explanation | SPIRITUAL CARE ENDOWMENT - THIS FUND IS TO CONSTANTLY REASSURE THE INSTITUTION OF ITS COMMITMENT TO HAVING CHAPLAINS AVAILABLE FOR PATIENTS, STAFF, AND FAMILIES, 24 HOURS-A-DAY, 7 DAYS A WEEK. SPIRITUAL CARE IS MANDATED BY THE ETHICAL & RELIGIOUS DIRECTIVES AS THE PIVOTAL HALLMARK THAT SETS US APART FROM SECULAR HEALTH CARE INSTITUTIONS. DR. COSTIN ENDOWMENT - THE COSTIN ENDOWMENT FUND WAS ESTABLISHED TO PROVIDE CONSISTENT RESOURCES FOR THE ANNUAL COSTIN AWARD FOR RESEARCH IN THE ST. FRANCIS SCHOOL OF MEDICAL TECHNOLOGY. RICHARD E. FRY ENDOWMENT - THROUGH THE GENEROUS GIFTS OF MANY DONORS AND MRS. FRY, THIS ENDOWMENT FUND IS BEING ESTABLISHED TO FINANCE ANNUAL NURSING SCHOLARSHIPS AND WILL BE KNOWN AS THE RICHARD E. FRY, M.D. MEMORIAL NURSING SCHOLARSHIP FUND. THE INCOME FROM THIS ENDOWMENT SHALL BE USED TO FUND ANNUAL SCHOLARSHIP AWARDS. ANY UNUSED PORTION FROM THIS ENDOWMENT SHALL BE REINVESTED IN THE ENDOWMENT, OR PLACED IN THE RESTRICTED NURSING SCHOLARSHIP ACCOUNT FOR FUTURE USE. NHC ENDOWMENT FUND - AS DETERMINED BY HOSPITAL ADMINISTRATION AND THE FOUNDATION, THE NHC ENDOWMENT WAS ESTABLISHED IN 2000 WITH $300,000 OF THE $1.3 MILLION RUTH LILLY CAPITAL GIFT TO SUPPORT CARDIOLOGY/HEART PROGRAM AND INDIGENT CARE SERVICES. EMHARDT ENDOWMENT FUND - THIS ENDOWMENT FUND IS USED TO FUND THE EMHART ROLE MODEL OPERATING FUND WHICH PROVIDES AN ANNUAL ROLE MODEL AWARD AND ANNUALLY DONATES $1,000 TO THE MICON FUND. EDUCATION ENDOWMENT FUND - IN RESPONSE TO SPECIFIC PURPOSE FUNDRAISING FROM 1998-2002, THE FRANCISCAN ALLIANCE FOUNDATION, INC. ESTABLISHED AND MANAGES THE EDUCATION ENDOWMENT FUND TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR FRANCISCAN ST. FRANCIS HEALTH'S NON-PHYSICIAN EMPLOYEES. THE INTENT OF THE ENDOWMENT FUND IS TO PROVIDE MONETARY ASSISTANCE FOR EDUCATIONAL OPPORTUNITIES WHICH MAY NOT BE AVAILABLE THROUGH EXISTING FUNDS, SUCH AS THE HOSPITAL'S SERVICE LINE BUDGETS, OR OTHER DESIGNATED GIFTS. PHYSICIAN MISSION ENDOWMENT - THE ST. FRANCIS PHYSICIAN MISSION ENDOWMENT PROVIDES ANNUAL GRANTS TO INDIVIDUALS WISHING TO USE THEIR HEALTHCARE SKILLS TO ASSIST SOME OF THE WORLD'S NEEDIEST PEOPLE - THE POOR, THE DISABLED AND THE AGED - THROUGH LOCAL AND INTERNATIONAL MEDICAL OUTREACH. NURSING INCENTIVES ENDOWMENT IS A COMBINATION OF SEVERAL ENDOWMENTS AND THE INCOME IS TO BE USED FOR CAREERS IN HEALTH CARE FOR PERSONS ENGAGED IN PATIENT CARE. ED LOEB FUND ENDOWMENT ESTABLISHED FOR A STUDENT NURSING ACHIEVEMENT AWARD TO BE PRESENTED ANNUALLY TO THE VALEDICTORIAN AND SALUTATORIAN OF THE SCHOOL OF NURSING, FROM THE INTEREST EARNED BY THE ENDOWMENT. MORRIS HOLDERLY ENDOWMENT FUNDS WILL BE LOANED TO PERSONS INTERESTED IN NURSES' TRAINING, AND SHALL BE REPAID BY THE RECIPIENT WITHIN 4 YEARS FROM GRADUATION BETTY MCCAY SHOBER ENDOWMENT AWARDS $1,000 TO AN INCOMING FIRST YEAR STUDENT FROM THE INTEREST EARNED BY THE ENDOWMENT. SIMEK SCHOLARSHIPS FUND - PROCEEDS FROM THE FRANK AND ROZY SIMEK SCHOLARSHIP IS DEDICATED TO THE CONTINUING OF QUALITY CARE IN THE LAFAYETTE HOME HOSPITAL SYSTEM. IT IS AWARDED TO INDIVIDUALS PURSING CAREERS IN HEALTH-RELATED CAREERS WHO ARE ENROLLED IN EITHER ENTRY-LEVEL PROGRAM OR POST-PROFESSIONAL LEVEL PROGRAM IN A POST-SECONDARY EDUCATIONAL INSTITUTION. COHEN-KLINE - SET UP BY COHEN AND KLINE FAMILIES IN 1979. INTEREST IS TO FUND NEEDS DETERMINED ANNUALLY AS DIRECTED BY DESIGNATED MEMBER OF COHEN FAMILY. GOLDBERG MEMORIAL - PROCEEDS FROM THIS FUND ARE TO PROVIDE SCHOLARSHIPS FOR MEDICAL STUDENTS ATTENDING MIDWESTERN UNIVERSITY. ESTABLISHED IN 1987 BY BEVERLY GOLDBERG TO PROVIDE HONORARIUM FOR ANNUAL GOLDBERG LECTURE. SR. MICHAEL TOLLE - THIS ENDOWMENT FUND WAS ESTABLISHED IN 1993 BY THE CHICAGO HEIGHTS AUXILIARY OF ST. JAMES HOSPITAL. IT IS TO PROVIDE FOR THE HEALTHCARE NEEDS OF CHILDREN WHOSE NORMAL RESOURCES HAVE RUN OUT. SINCE ITS REVISION OF 1996, THE PURPOSE IS MORE FOCUSED ON ANNUAL INTEREST TO PROVIDE FUNDS FOR PROGRAMS AND SERVICES THAT SUPPORT A HEALTHIER COMMUNITY IN THE CHICAGO SOUTH SUBURBS. SISTER JANE MARIE KLEIN - THIS FUND IS TO HAVE A GOAL OF A $1 MILLION DOLLAR ENDOWMENT THAT WILL PROVIDE AN ON-GOING SOURCE OF INCOME FOR THE HEALTHCARE NEEDS OF CHILDREN IN NEED FROM THE PROCEEDS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER DANCE | NameOfEvent1 |
| Gross Receipts Event1 | 234355 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 148074 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 86281 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 42126 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 7100 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 37055 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF OUTING | NameOfEvent2 |
| Gross Receipts Event2 | 111687 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 80798 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 30889 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 5431 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 15220 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 5856 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 4381 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 16981 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 16312 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 669 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 601 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 0 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 69 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 363023 | GrossReceiptsTotal |
| Charitable Contributions Total | 245184 | CharitableContributionsTotal |
| Gross Revenue Total Events | 117839 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 6032 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 15220 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 47982 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 7100 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 41505 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 117839 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCISCAN ALLIANCE INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 DRAGOON TRAIL | AddressLine1 |
| City | MISHAWAKA | City |
| State | IN | State |
| ZIP Code | 46544 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 351330472 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 1593796 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | TO FUND VARIOUS PROGRAMS IN SUPPORT OF THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, LINE 2 | Identifier |
| Explanation | ALL EXPENDITURES ARE REVIEWED BY THE DIRECTORS OF THE FOUNDATION AND FUND MANAGERS AND IN SOME CASES COMMITTEES, TO ENSURE ADHERENCE TO THE INTENT FOR WHICH FUNDS ARE DONATED. ALSO, THE FOUNDATION ONLY PROVIDES GRANTS TO THE ORGANIZATION IT WAS ORGANIZED TO SUPPORT, FRANCISCAN ALLIANCE, INC. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KEVIN D LEAHY | NamePerson |
| Title | PRESIDENT AND TRUSTEE | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 1523989 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 68201 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 895647 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 32526 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 2520363 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE J, PART I, LINE 3 | THE FRANCISCAN ALLIANCE FOUNDATION, INC. DOES NOT COMPENSATE ITS PRESIDENT. |
| SCHEDULE J, PART I, LINE 4B | CERTAIN OFFICERS AND DIRECTORS OF FRANCISCAN ALLIANCE FOUNDATION, INC. ARE COMPENSATED BY A RELATED ORGANIZATION, FRANCISCAN ALLIANCE, INC. FRANCISCAN ALLIANCE, INC. maintains a supplemental executive retirement plan. These benefits are subject to a significant risk of forfeiture and as such possibly may never be paid out to the executives participating in the plan. |
| SCHEDULE J, PART II, COLUMN (C) | DEFERRED COMPENSATION FROM A RELATED ORGANIZATION INCLUDES SPLIT-DOLLAR LIFE INSURANCE, EMPLOYER DEFERRAL TO SECTION 403(B) PLAN, AND CHANGE IN PRESENT VALUE OF THE QUALIFIED AND, IF APPLICABLE, NONQUALIFIED DEFINED BENEFIT PLAN. THE CHANGE IN VALUE OF THE NONQUALIFIED DEFINED BENEFIT PLAN IS SUBJECT TO A SIGNIFICANT RISK OF FORFEITURE AND AS SUCH POSSIBLY MAY NEVER BE PAID TO THE EXECUTIVES PARTICIPATING IN THE NONQUALIFIED DEFINED BENEFIT PLAN. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF FRANCSICAN ALLIANCE FOUNDATION, INC. IS FRANCISCAN ALLIANCE, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, FRANCISCAN ALLIANCE, INC., ELECTS ALL DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B The following matters are reserved exclusively to the Member for consideration and action and must be submitted to and receive the approval of the Member: (a) amend, restate, repeal or replace the Articles of Incorporation; (b) adopt, amend, restate, repeal or replace the Bylaws; (c) authorize the merger, consolidation, or dissolution of the Foundation; (d) authorize the sale, pledge, lease or exchange of the Foundation's assets; (e) authorize the incurrence of debt by the Foundation; (f) select or remove the Foundation's independent auditors; (g) take action on matters which may be specified by the Member from time to time; (h) authorize actions otherwise requiring Member approval by law or which the Board determines are advisable to be considered by the Member; (i) settlement of proceedings for which indemnification or advancement of expenses may be sought; (j) determine whether the Foundation is in compliance with The Ethical and Religious Directives for Catholic Health Care Services; (k) approve the annual budgets of the Foundation, and amendments thereto with such modifications as the Member may deem necessary or appropriate and any unbudgeted expenditures of the Foundation in excess of One Hundred Thousand Dollars ($100,000); (l) approve the Chairperson of the Regional Council of each of the Regional Divisional Offices of the Foundation, and to remove such individuals with or without cause; (m) adopt, amend, restate, repeal or replace the Charter of each of the Regional Divisional Offices of the Foundation; (n) the creation, determination of boundaries, reorganization, consolidation or discontinuation of Regional Divisional Offices of the Foundation; (o) the voluntary declaration and filing of bankruptcy of the Foundation; (p) approve the admission or removal of a Member; (q) approve a strategic plan of the Foundation and any modifications thereto or replacements thereof developed and recommended by the Board of Directors of the Foundation, with such modifications thereto as the Member may deem necessary or appropriate; (r) change the status of the Foundation for federal tax purposes or make any federal or state tax election on behalf of the Foundation; (s) establish any subsidiaries or affiliates of the Foundation or enter into any joint venture arrangements involving the Foundation; (t) promulgate policies binding on the Foundation; (u) adopt, amend and terminate employee benefits and employee benefit plans; (v) require the Foundation to participate in the Member's shared services programs; and (w) approve the Foundation's acceptance of any gift or bequest which includes either an interest (including future interests) in real property, or other assets which are encumbered in any way. FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATION TO PREPARE THE FORM 990 OF FRANCISCAN ALLIANCE FOUNDATION, INC. IS GATHERED BY FINANCE STAFF AND PROVIDED TO ITS ACCOUNTING FIRM WHO PREPARES THE RETURN. SENIOR MANAGEMENT THEN REVIEWS THE RETURN PRIOR TO FILING. THE FORM 990 IS ALSO MADE AVAILABLE TO FRANCISCAN ALLIANCE FOUNDATION'S BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CORPORATION AND/OR AN AFFILIATE REQUIRES ANNUAL CONFLICT OF INTEREST STATEMENTS FROM EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBERS OF COMMITTEES WITH BOARD DESIGNATED POWERS WHICH AFFIRMS THAT THEY HAVE RECEIVED, READ, AND UNDERSTAND THE CONFLICT OF INTEREST POLICY AND HAVE AGREED TO COMPLY WITH THE POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, A DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OR A COMMITTEE WITH BOARD DESIGNATED POWERS MUST DISCLOSE THE EXISTENCE AND NATURE OF THE FINANCIAL INTEREST TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DESIGNATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENTS. AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE DIRECTOR, PRINCIPAL, OR COMMITTEE MEMBER SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTE TAKEN. IN ADDITION, ONGOING REVIEWS AND ASSESSMENTS ARE MADE TO MAKE CERTAIN THAT THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES. IN CONDUCTING THE ONGOING REVIEWS AND ASSESSMENTS, THE CORPORATION USES INTERNAL AND EXTERNAL ADVISORS. |
| FORM 990, PART VI, SECTION B, LINES 15A AND 15B | FRANCISCAN ALLIANCE FOUNDATION, INC. DOES NOT COMPENSATE ITS OFFICERS AND IT DOES NOT HAVE ANY EMPLOYEES. FORM 990, PART XI, LINE 9 OTHER $14,948,069 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| FRANCISCAN ALLIANCE INC | ||||||||||
| 1515 DRAGOON TRAIL | MISHAWAKA | IN | 46546 | 351330472 | HEALTH SRVCS | IN | 501(C)(3) | 3 | NA | false |
| ALVERNO CLINICAL LABS INC | ||||||||||
| 2434 INTERSTATE PLAZA DRIVE | HAMMOND | IN | 46324 | 352060754 | LAB SERVICES | IN | 501(C)(3) | 11 - Type 1 | FRANCISCAN | false |
| HILLS INSURANCE COMPANY INC | ||||||||||
| 1515 DRAGOON TRAIL | MISHAWAKA | IN | 46544 | 030372512 | CAPTIVE INS | VT | 501(C)(3) | 11 - Type 1 | FRANCISCAN | false |
| SISTERS OF ST FRANCIS OF PERPETUAL ADOR | ||||||||||
| PO BOX 766 | MISHAWAKA | IN | 46546 | 351328145 | RELIGIOUS | IN | 501(C)(3) | 1 | NA | false |
| ST ALEXIS HOSPITAL ASSOCIATION | ||||||||||
| PO BOX 1290 | MISHAWAKA | IN | 46546 | 340714485 | SUPPORT ALEXA | OH | 501(C)(3) | 3 | FRANCISCAN | false |
| ST JAMES COMMUNITY FOUNDATION | ||||||||||
| 1423 CHICAGO ROAD | CHICAGO HEIGHTS | IL | 60411 | 204249251 | FUNDRAISING | IL | 501(C)(3) | 7 | FRANCISCAN | false |
| AT YOUR SERVICE HOME CARE INC | ||||||||||
| 4701 N KEYSTONE AVE | INDIANAPOLIS | IN | 46205 | 352107306 | HEALTHCARE | IN | 501(C)(3) | 9 | FRANCISCAN | false |
| VNS AT ST FRANCIS INC | ||||||||||
| 4701 N KEYSTONE AVE S418 | INDIANAPOLIS | IN | 46205 | 350868199 | HOME HEALTH | IN | 501(C)(3) | 9 | FRANCISCAN | false |
Form990 Schedule R Part III Form990ScheduleRPartIII (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType |
|---|---|---|---|---|---|---|---|---|
| FRANCISCAN IMAGING EQUIPMENT LEASING LLC | ||||||||
| 1600 ALBANY STREET | BEECH GROVE | IN | 46107 | 352282509 | EQUIPMENT LEA | IN | NA | N/A |
| FRANCISCAN PHYSICIANS REAL PROPERTY LLC | ||||||||
| 701 SUPERIOR STREET | MUNSTER | IN | 46321 | 260787231 | REAL PROP LEASING | IN | NA | N/A |
| FRANCISCAN SURGERY CENTER LLC | ||||||||
| 1600 ALBANY ROAD | BEECH GROVE | IN | 46107 | 352128334 | MEDICAL SRVCS | IN | NA | N/A |
| LAFAYETTE HEART PROGRAM HOLDINGS LLC | ||||||||
| 1501 HARTFORD STREET | LAFAYETTE | IN | 47904 | 383750811 | MEDICAL SRVCS | IN | NA | N/A |
| ST ANTHONY HEALTH NETWORK LLC | ||||||||
| PO BOX 310 | MISHAWAKA | IN | 465460310 | 351985170 | CLAIMS PROCES | IN | NA | N/A |
| ST FRANCIS MOORESVILLE SURGERY CENTER | ||||||||
| 1215 HADLEY ROAD SUITE 100 | MOORESVILLE | IN | 46158 | 202256900 | MEDICAL SRVCS | IN | NA | N/A |
| ST FRANCIS RADIATION THERAPY CENTERS LLC | ||||||||
| 1600 ALBANY STREET | BEECH GROVE | IN | 46107 | 770663631 | MEDICAL SRVCS | IN | NA | N/A |
| ST FRANCIS IMAGING CTR GREENWOOD LLC | ||||||||
| 3147 W SMITH VALLEY RD | GREENWOOD | IN | 46107 | 204607426 | IMAGING SVCS | IN | NA | N/A |
| TONN AND BLANK CONST LLC | ||||||||
| 1623 GREENWOOD AVE | MICHIGAN CITY | IN | 46360 | 263919039 | CONSTRUCTION | IN | NA | N/A |
| MAJOR HOSPITAL CARDIAC DIAGNOSTICS LLC | ||||||||
| 150 WEST WASHINGTON STREET | SHELBYVILLE | IN | 46176 | 208715441 | MEDICAL SERVI | IN | NA | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| FRANCISCAN HOLDING CORPORATION | ||||||||
| 1515 DRAGOON TRAIL | MISHAWAKA | IN | 46544 | 363593505 | HOLDING COMP | IN | NA | C CORP |
| ST FRANCIS HEALTH NETWORK | ||||||||
| 112 N 17TH AVENUE SUITE 210 | BEECH GROVE | IN | 46107 | 351904455 | MANAGED CARE | IN | NA | C CORP |
| ST JAMES PHO INC | ||||||||
| 1423 CHICAGO ROAD | CHICAGO HEIGHTS | IL | 60411 | 363945083 | PHYSICIAN SRV | IL | NA | C CORP |
| 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 | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | 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 | 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 | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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