JEWISH HERITAGE FUND FOR EXCELLENCE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH HERITAGE FUND FOR EXCELLENCE INC (EIN 20-3805455)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201203189349304900
- Schema version
- 2011v1.3
- 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 | 2012-11-13T17:22:48-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 W Main St Ste 1700 PO Box 1178 | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 402011178 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203805455 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HOSPITAL HEALTHCARE SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % RONALD FARR | InCareOfName |
| Name Control | JEWI | NameControl |
| Phone | 5025403888 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 ABRAHAM FLEXNER WAY | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD FARR | Name |
| Title | TREASURER | Title |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5025810435 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR GERALD TEMES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Abraham Flexner Way | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2554571 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2005 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | Jewish Hospital HealthCare Services, Inc. (JHHS) is the parent organization of Jewish Hospital & St. Mary's Healthcare, Inc. (JHSMH) | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1000000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1000000 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 241829 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 308794 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 217993 | InvestmentIncomePriorYear |
| Investment Income Current Year | 214301 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1459822 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1523095 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 250812 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 219874 | 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 | 371178 | OtherExpensePriorYear |
| Other Expenses Current Year | 521399 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 621990 | TotalExpensesPriorYear |
| Total Expenses Current Year | 741273 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 837832 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 781822 | RevenuesLessExpensesCY |
| Total Assets BOY | 243284327 | TotalAssetsBOY |
| Total Assets EOY | 229412114 | TotalAssetsEOY |
| Total Liabilities BOY | 60776 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 74291 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 243223551 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 229337823 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | JEWISH HOSPITAL HEALTHCARE SERVICES, INC. (JHHS) IS THE PARENT ORGANIZATION OF JEWISH HOSPITAL & ST. MARY'S HEALTHCARE, INC. (JHSMH) | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 741273 | Expense |
| Grants | 219874 | Grants |
| Revenue | 308794 | Revenue |
| Description | AT THE DISCRETION OF THE CORPORATION'S BOARD OF TRUSTEES, ESTABLISHING, OPERATING, MAINTAINING, OR MANAGING OTHER HEALTH CARE FACILITIES WHEREIN THE SICK AND NEEDY MAY ENJOY DURING THEIR ILLNESS ALL THE OBSERVANCES AND CONSOLATION OF THE JEWISH RELIGION AND TO WHICH, UNDER RULES PRESCRIBED BY THE BOARD OF TRUSTEES, PERSONS OF ANY CREED MAY BE ADMITTED AS FREE, PART-PAY OR FULL-PAY PATIENTS. PROMOTING, CARRYING ON OR SUPPORTING EDUCATIONAL ACTIVITIES RELATED TO RENDERING CARE TO THE SICK AND INJURED, OR TO THE PROMOTION OF HEALTH INSOFAR AS, IN THE OPINION OF THE BOARD OF TRUSTEES, THE SAME MAY BE JUSTIFIED; PROMOTING, CARRYING ON OR SUPPORTING SCIENTIFIC RESEARCH RELATED TO THE CARE OF THE SICK AND INJURED INSOFAR AS, IN THE OPINION OF THE BOARD OF TRUSTEES, THE SAME MAY BE JUSTIFIED; PARTICIPATING, SO FAR AS CIRCUMSTANCES MAY WARRANT, IN ANY ACTIVITY DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY; PROVIDING SUPPORT TO JEWISH COMMUNITY ORGANIZATIONS, INCLUDING WITHOUT LIMITATION THE LOUISVILLE JEWISH FEDERATION; AND DEVELOPING, OVERSEEING, COORDINATING AND SUPPORTING THE OPERATIONS OF A SYSTEM OF HEALTH CARE FACILITIES OWNED, LEASED OR MANAGED BY THE CORPORATION, SUBSIDIARIES OF THE CORPORATION PROVIDING SERVICES TO SUCH HEALTH CARE FACILITIES, AND AFFILIATED CORPORATIONS AND COMPANIES IN WHICH THE CORPORATION HAS A MEMBERSHIP OR OTHER INTEREST, INCLUDING WITHOUT LIMITATION JEWISH HOSPITAL & sT. mARY'S hEALTHCARE, INC. (JHSMH). THE CORPORATION SHALL HAVE ALL OF THE POWERS GRANTED TO NONSTOCK, NONPROFIT CORPORATIONS UNDER THE LAWS OF THE COMMONWEALTH OF KENTUCKY, INCLUDING WITHOUT LIMITATION TO THE FOREGOING THE POWER TO FORM, CONTROL, OR HAVE OWNERSHIP OR OTHER PARTICIPATORY INTERESTS IN AFFILIATED COMPANIES; TO GUARANTEE THE DEBT OF AFFILIATED COMPANIES; TO OPERATE UNDER ONE OR MORE ASSUMED NAMES; AND TO DO AND PERFORM ALL ACTS REASONABLY NECESSARY TO ACCOMPLISH THE PURPOSES OF THE CORPORATION. | Description |
| Total Program Service Expense | 741273 | 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 | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | 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 | true | 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 | 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 | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| 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 | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | 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 | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | 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 |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RONALD FARR | NamePerson |
| Telephone Number | 5025403888 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 ABRAHAM FLEXNER WAY | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer |
|---|---|---|---|---|---|---|---|
| WILLIAM L ALTMAN | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| ARNOLD M BELKER MD | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| BETSY BENNETT | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| JONATHAN S BLUE | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| BETTY S FLEISCHAKER | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| STEPHEN C GAULT | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| Bart Greenwald | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| MEREDITH LOEB | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| JUDGE JANICE R MARTIN | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| W GRIER MARTIN | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| DONALD G MCCLINTON | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| William Receveur III | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| MARCIA P SCHUSTER | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| Richard Schultz | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| Linda Schuster | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| Ellen Shapira | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| Gerald D Temes MD | |||||||
| JHHS BOARD CHAIR | 3.0 | X | 0 | 0 | X | ||
| Russell A Williams | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| Greg Fischer | |||||||
| Trustee | 3.0 | X | 0 | 0 | 0 | ||
| Debbie Friedman | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| Michael Salamon MD | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| KAREN SHERMAN | |||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | ||
| Ron FArr | |||||||
| TREASURER | 5.0 | 0 | 408990 | 95210 | X | ||
| JOHN A JOHNSON | |||||||
| SECRETARY | 5.0 | 0 | 237568 | 15180 | X | ||
| Robert Shircliff | |||||||
| Former President | 0.0 | 0 | 397824 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1044382 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 110390 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 1000000 | RelatedOrganizations |
| Total Contributions | 1000000 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET PATIENT REVENUE | Description |
| Business Code | 621990 | BusinessCode |
| Total Revenue Column | 308794 | TotalRevenueColumn |
| Related Or Exempt Function Income | 308794 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 308794 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 243882 | TotalRevenueColumn |
| Exclusion | $243,882 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1001895 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1031476 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -29581 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -29581 | TotalRevenueColumn |
| Exclusion | -$29,581 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1523095 | TotalRevenueColumn |
| Related Or Exempt Function Income | 308794 | RelatedOrExemptFunctionIncome |
| Exclusion | $214,301 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219874 | Total |
| Program Services | 219874 | 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 | 675484 | Total |
| Program Services | 675484 | ProgramServices |
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 | 21397 | Total |
| Program Services | 21397 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -219060 | Total |
| Program Services | -219060 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -1789 | Total |
| Program Services | -1789 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15367 | Total |
| Program Services | 15367 | ProgramServices |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM EXPENDITURES | Description |
| Total | 30000 | Total |
| Program Services | 30000 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 741273 | Total |
| Program Services | 741273 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40698 | BOY |
| EOY | 27103 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8999148 | BOY |
| EOY | 10699468 | 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 | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 12293 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 234244481 | BOY |
| EOY | 218673250 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243284327 | BOY |
| EOY | 229412114 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60776 | BOY |
| EOY | 17350 | 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 | 0 | BOY |
| EOY | 56941 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60776 | BOY |
| EOY | 74291 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243223551 | BOY |
| EOY | 229337823 | 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 | 243223551 | BOY |
| EOY | 229337823 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243284327 | BOY |
| EOY | 229412114 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 781822 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -14667550 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| 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 | JEWISH HOSPITAL & ST MARY'S HEALTHCARE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611029768 | EIN |
| Type Of Organization | 03 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | JEWISH HOSP & ST. MARYS HC | Description |
| Book Value | 218673250 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 218673250 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO JHSMH | Description |
| Amount | $56,941 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 56941 | TotalOfAmounts |
| Total Revenue | 1523095 | TotalRevenue |
| Total Expenses | 741273 | TotalExpenses |
| Excess Or Deficit For Year | 781822 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -292507 | NetUnrealizedGLOnInvestments |
| Other | -$4,197,000 | OtherAmount |
| Total Adjustments | -4489507 | TotalAdjustments |
| Excess Or Deficit Per FS | -3707685 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | -2966412 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -292507 | NetUnrealizedGainsInvestments |
| Other Revenues | -4197000 | OtherRevenues |
| Revenue Not Rptd F990 | -4489507 | RevenueNotRptdF990 |
| Revenue Subtotal | 1523095 | RevenueSubtotal |
| Total Revenue Per Form990 | 1523095 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 741273 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 741273 | ExpensesSubtotal |
| Total Expenses Per Form990 | 741273 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INCOME TAXES | SCH D, PART X, LINE 2 | ---------------------------- MOST OF THE INCOME RECEIVED BY JHSMH AND CERTAIN AFFILIATES IS EXEMPT FROM TAXATION UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. SOME OF ITS SUBSIDIARIES ARE TAXABLE ENTITIES, AND SOME OF THE INCOME RECEIVED BY OTHERWISE EXEMPT ENTITIES IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. JHSMH FILES FEDERAL INCOME TAX RETURNS AS WELL AS INCOME TAX RETURNS IN KENTUCKY AND INDIANA. ASC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC 740 ALSO PROVIDES GUIDANCE ON DESCRIPTION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. NO AMOUNT HAS BEEN RECORDED RELATED TO ASC 740 AT EITHER DECEMBER 31, 2011 OR 2010. |
| RECONCILIATION TO AUDIT REPORT - NET ASSETS | SCH D, PART XI, LINE 8 | ---------------------------- OTHER CHANGES IN NET ASSETS: EQUITY EARNINGS $(4,197,000) |
| RECONCILIATION TO AUDIT REPORT - REVENUES | SCH D, PART XII, LINE 2D | ---------------------------- REVENUE INCLUDED ON BOOKS BUT NOT ON RETURN: EQUITY EARNINGS $(4,197,000) |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Jewish Community Federation | |||||||
| 3630 Dutchmans Lane | Louisville | KY | 40205 | 610444765 | 501(c)(3) | 12644 | General Support |
| JEWISH COMMUNITY CENTER OF LOUISVILLE | |||||||
| 3600 DUTCHMANS LANE | Louisville | KY | 40205 | 610445859 | 501(c)(3) | 154092 | GENERAL SUPPORT |
| Jewish Family & Career Services | |||||||
| 3640 Dutchmans Lane | Louisville | KY | 40205 | 610444704 | 501(C)(3) | 29748 | General Support |
| HIGH SCHOOL OF JEWISH STUDIES | |||||||
| 3600 DUTCHMANS LANE | LOUISVILLE | KY | 40205 | 611294226 | 501(C)(3) | 13750 | GENERAL SUPPORT |
| THE TEMPLE | |||||||
| 5101 US HWY 42 | LOUISVILLE | KY | 40241 | 610918772 | 501(C)(3) | 6600 | GENERAL SUPPORT |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| 1250 BARDSTOWN RD | LOUISVILLE | KY | 40204 | 610548562 | 501(C)(3) | 20000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 6 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING THE USE OF GRANT FUNDS | Identifier |
| Return Reference | Schedule I, Part I, LINE 2 | ReturnReference |
| Explanation | --------------------------------- Jewish Hospital HealthCare Services, Inc. provides support to Jewish Community Organizations, including without limitation the Louisville Jewish Federation as outlined in JHHS's Articles of Incorporation. Additionally, The JHHS Jewish Senior Services Endowment Committee, a committee of the Jewish Hospital Healthcare Services board of Trustees, will assist the JHHS Board in fulfilling its oversight responsibility for grants issued from its endowment fund. The purpose of the Endowment Fund is to enhance the connection of Jewish elderly persons to the Louisville Jewish community by providing programs and services to those who are homebound or who require residential care. The funds may not be used to subsidize medical or other expenses of specific individuals. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | 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 | true | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert Shircliff | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 397824 | 0 | 0 | 0 | 0 | 0 | 397824 | 0 | 0 |
| Ron FArr | |||||||||||||
| 0 | 393633 | 0 | 0 | 0 | 15357 | 0 | 82579 | 0 | 12631 | 0 | 504200 | 0 | 0 |
| JOHN A JOHNSON | |||||||||||||
| 0 | 232497 | 0 | 0 | 0 | 5071 | 0 | 13950 | 0 | 1230 | 0 | 252748 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SEVERANCE PAYMENTS | SCH J, PART I, LINE 4A | ------------------------- Severance Payments from related organization: Bob Shircliff $385,253 |
| NONQUALIFIED RETIREMENT PLAN | SCH J, PART I, LINE 4B | ---------------------------- Increase in Actuarial Value of Nonqualified Retirement Plan: Ron Farr $67,879 NOTE: These amounts represent the accrued benefit amount and are subject to risk of forfeiture. |
| MANAGEMENT INCENTIVE PLAN | SCH J, PART I, LINE 6B | ------------------------ Officers of Jewish Hospital HealthCare Services,Inc. are employees of Jewish Hospital & St. Mary's HealthCare, Inc. Jewish Hospital & St. Mary's HealthCare, Inc. has management incentive plans for Corporate Officers, Senior Vice-Presidents, Vice-Presidents and Directors. Annual payouts related to these incentive plans have two components: 1. 50% of the annual payout is based on net operating income targets. If these targets are not met, payouts are not made. 2. 50% of the annual payout is based on 3-5 strategic goals set by the individual and their leaders. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FAMILY RELATIONSHIPS | FORM 990, PART VI, SECTION A, LINE 2 | ------------------------- A family relationship exists between Linda Schuster and Marcia Schuster. |
| REVIEW OF FORM 990 | FORM 990, PART VI, SECTION B, LINE 11 | ------------------------- JPG's Form 990 was prepared by an outside accounting firm and reviewed by the JHHS's Treasurer. Due to time constraints, JHHS's form 990 was not able to be distributed to JHHS's board prior to filing. However, a copy of the final return will be provided to JHHS board members and any questions will be addressed. |
| WRITTEN POLICIES | FORM 990, PART VI, SECTION B, LINES 12 & 13 | ------------------------- The Board of Trustees of Jewish Hospital HealthCare Services, Inc. (JHHS) has not formally adopted a written conflict of Interest, whistleblower or document retention and destruction policies. JHHS is the parent and 75% member of Jewish Hospital & St. Mary's HealthCare, Inc. (JHSMH). JHSMH has formally adopted conflict of interest, whistleblower, and document retention and destruction policies. As a matter of practice, JHHS follows the conflict of interest and whistleblower policies adopted by JHSMH. JHHS follows all financial polices adopted by JHSMH. Conflicts of interest are monitored by the Corporate Compliance Officer and General Counsel. Jewish Hospital HealthCare Services, Inc. follows the process below which is the process adopted by Jewish Hospital & St. Mary's Healthcare, Inc. Annual Statements ------------------- Each trustee, director, officer and member of a committee with board delegated powers of JHHS, Inc, shall annually sign a statement, which affirms that such person: * Has received a copy of JHHS's conflicts of interest policy, * Has read and understands this policy, * Has agreed to comply with this policy, and * Understands that the JHHS Exempt Entities are charitable organizations and that in order to maintain their federal tax exemptions they must engage primarily in activities that accomplish one or more of their tax-exempt purposes. Annual Questionnaire -------------------- Each trustee, director, officer and member of a committee with board delegated powers of JHHS, Inc., shall annually complete a Conflicts of Interest Questionnaire. Completion of the annual questionnaire is coordinated by General Counsel and JHHS's Corporate Compliance Officer. Periodic Reviews -------------------- To ensure that each of the JHHS Exempt Entities operates in a manner consistent with its charitable purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax, periodic reviews shall be conducted. The periodic reviews shall, at a minimum, include the following subjects: * Whether compensation arrangements and benefits are reasonable and are the result of arm's-length bargaining. * Whether acquisitions of physician practices and other provider services result in inurement or impermissible private benefit. * Whether partnership and joint venture arrangements and arrangements with management service organizations and physician hospital organizations conform to written policies, are properly recorded, reflect reasonable payments for goods and services, further such JHHS Exempt Entity's charitable purposes and do not result in inurement or impermissible private benefit. * Whether agreements to provide health care and agreements with other health care providers, employees, and third party payors further such JHSMH Exempt Entity's charitable purposes and do not result in inurement or impermissible private benefit. In conducting such periodic reviews, a JHSMH Exempt Entity may, but need not, use outside advisors. If outside experts are used, their use shall not relieve the governing board of its responsibility for ensuring that periodic reviews are conducted. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15B | ------------------------- Corporate Officers disclosed on Schedule J are also Corporate Officers of Jewish Hospital and St. Mary's HealthCare, Inc., a related 501(c)(3) corporation. The following review and approval process is used by Jewish Hospital & St. Mary's HealthCare, Inc. (JHSMH) for all Disqualified Persons, which includes the corporate officers of Jewish Hospital HealthCare Services, Inc. The Management Review Committee consists of approximately 9 independent members of JHSMH's Board, and is responsible for review and approval of top management compensation. The committee addressed the overall compensation philosophy and how the organization's goals can be furthered by the structure of compensation. The independent Management Review Committee and independent members approved maximum compensation levels for all Disqualified Persons. The Management Review Committee retained an outside compensation consultant from a national firm to advise it regarding reasonable compensation levels, and relied on the consultant's opinion that compensation levels are reasonable. The Committee receives a market review on each Disqualified Person from the compensation consultant. The Management Review Committee approved the peer group of similar entitles used to measure comparable compensation levels. The Management Review Committee follows the process necessary to obtain the rebuttable presumption that compensation levels are reasonable, including contemporaneous documentation of decisions. |
| MAKING DOCUMENTS AVAILABLE TO THE PUBLIC | FORM 990, PART VI, SECTION B, LINE 19 | ------------------------- Jewish Hospital HealthCare Services, Inc. does not make its governing documents, conflict of interest policy or financial statements available to the general public. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI, LINE 5 | ------------------------- OTHER CHANGES IN NET ASSETS: EQUITY EARNINGS ($4,197,000) TRANSFER TO FDN ($15,830,000) UNREALIZED LOSSES ($292,507) PY EQUITY EARNINGS $5,651,958 ----------- ($14,667,550) |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Ron FArr TITLE:TREASURER HOURS:50 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JOHN A JOHNSON TITLE:SECRETARY HOURS:50 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Jewish Hospital & St Mary's HealthCare | ||||||||||
| 539 S Fourth Street | Louisville | KY | 40202 | 611029768 | Hospital | KY | 501(c)(3) | 3 | JHHS Inc | false |
| JH Properties Inc | ||||||||||
| 200 Abraham Flexner Way | Louisville | KY | 40202 | 611029769 | Prop. Rental | KY | 501(c)(3) | 9 | NA | false |
| Jewish Physician Group Inc | ||||||||||
| 200 Abraham Flexner Way | Louisville | KY | 40202 | 611352729 | Medical Svcs | KY | 501(c)(3) | 9 | NA | false |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCA Premier Surg Ctr of LouisvilleLLC | ||||||||||||||
| 200 Abraham Flexner Way | Louisville | KY | 40202 | 721386840 | MGT Services | KY | JHSMH Inc | Related | 0 | 0 | false | $0 | false | 0.00000 |
| Surgery Center of Louisville LLC | ||||||||||||||
| 200 Abraham Flexner Way | Louisville | KY | 40202 | 621179537 | MGT Services | KY | JHSMH Inc | Related | 0 | 0 | false | $0 | false | 0.00000 |
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 | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JHP Management Inc | |||||||||||
| 200 Abraham Flexner Way | Louisville | KY | 40202 | 204498858 | Management Se | KY | JHHS Inc | C | 459526 | 221651 | 1.00000 |
| BC Holdings Inc | |||||||||||
| 1850 Bluegrass Avenue | Louisville | KY | 40215 | 311542851 | Inactive | KY | NA | C | 0 | 0 | 0.00000 |
| Medgroup Services Inc | |||||||||||
| 200 Abraham Flexner Way | Louisville | KY | 40202 | 611338294 | Inactive | KY | JHP Managment | C | 0 | 0 | 0.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | 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 |
| 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 | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Jewish Hospital & St Mary's HealthCare Inc | ||
| c | 1000000 | FMV |
| Jewish Hospital & St Mary's HealthCare Inc | ||
| q | 15830000 | FMV |
Comments