COMMONSPIRIT HEALTH: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- COMMONSPIRIT HEALTH (EIN 47-0617373)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201221369349303012
- Schema version
- 2010v3.7
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T10:22:42-04:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC HEALTH INITIATIVES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 INVERNESS DRIVE WEST | AddressLine1 |
| City | ENGLEWOOD | City |
| State | CO | State |
| ZIP Code | 80112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470617373 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catholic Health Initiatives | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CATH | NameControl |
| Phone | 7208741500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 Inverness Drive West | AddressLine1 |
| City | Englewood | City |
| State | CO | State |
| ZIP Code | 80112 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dean Swindle | Name |
| Title | EVP, BUS SVCS, CFO | Title |
| Date Signed | 2012-05-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CINDY LEON | Name |
| Phone | 3032989100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KEVIN LOFTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 INVERNESS DRIVE WEST | AddressLine1 |
| City | ENGLEWOOD | City |
| State | CO | State |
| ZIP Code | 80112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1340875225 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CATHOLICHEALTHINIT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | CO | StateLegalDomicile |
| Activity Or Mission Description | Catholic Health Initiatives (CHI) is a national faith-based non-profit healthcare organization. CHI serves as an integral part of ITS NATIONAL SYSTEM OF HOSPITALS AND OTHER HEALTHCARE PROVIDERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3743 | TotalNbrEmployees |
| Total Nbr Volunteers | 15 | TotalNbrVolunteers |
| Total Gross UBI | 33401236 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 1803446 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 845437 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 27141 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1122543219 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1120672936 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 146275286 | InvestmentIncomePriorYear |
| Investment Income Current Year | 218471487 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2939609 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1703661 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1272603551 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1340875225 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 13580997 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3900207 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 227317766 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 235752028 | 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 | 962727378 | OtherExpensePriorYear |
| Other Expenses Current Year | 969581461 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1203626141 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1209233696 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 68977410 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 131641529 | RevenuesLessExpensesCY |
| Total Assets BOY | 4998138277 | TotalAssetsBOY |
| Total Assets EOY | 5206692632 | TotalAssetsEOY |
| Total Liabilities BOY | 5240327437 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4713947878 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -242189160 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 492744754 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 787387478 | Expense |
| Grants | 3900207 | Grants |
| Revenue | 1087339067 | Revenue |
| Description | To fulfill its mission, CHI, as a values-driven organization, assures the integrity of the ministry by fostering research and development of new ministries that integrate health, education, pastoral and social services; promoting leadership development and formation for the ministry throughout the organization; advocating for systemic changes with specific concern for persons who are poor, alienated and underserved; and stewarding resources by providing coordinated management and strategic planning services along with centralized shared services (payroll, H/R, A/P and purchasing) for the CHI national healthcare ministry. (See Schedule O). | Description |
| Total Program Service Expense | 787387478 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | 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 | true | ForeignOffice |
| Foreign Activities | true | 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 | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | true | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| 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 | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 6528 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3743 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 | false | 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 | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DEAN SWINDLE | NamePerson |
| Telephone Number | 3032989100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 INVERNESS DRIVE WEST | AddressLine1 |
| City | ENGLEWOOD | City |
| State | CO | State |
| ZIP Code | 80112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Kevin Lofton FACHE | |||||||||
| President and CEO | 60.0 | X | X | 2750773 | 5385 | 240691 | |||
| Phyllis Hughes RSM DRPH | |||||||||
| Trustee/Board Chair | 4.0 | X | X | ||||||
| Maureen Comer OP | |||||||||
| Trustee | 2.0 | X | |||||||
| David Edwards | |||||||||
| Trustee | 2.0 | X | 5385 | ||||||
| Antoinette Hardy-Waller RN | |||||||||
| Trustee | 2.0 | X | 3500 | ||||||
| Andrea Lee IHM PHD | |||||||||
| Trustee | 2.0 | X | |||||||
| David Lincoln FACHE | |||||||||
| Trustee/Vice Chair | 2.0 | X | X | 3500 | |||||
| Christopher Lowney | |||||||||
| Trustee | 2.0 | X | |||||||
| Eleanor Martin SCN ESQ | |||||||||
| Trustee | 2.0 | X | |||||||
| Blackford Middleton MD | |||||||||
| Trustee | 2.0 | X | 5385 | ||||||
| Mary Margaret Mooney PBVM DNSC | |||||||||
| Trustee | 2.0 | X | |||||||
| Mary Jo Potter | |||||||||
| Trustee | 2.0 | X | |||||||
| Bruce Siegel MD | |||||||||
| Trustee | 2.0 | X | 5385 | ||||||
| Patricia Smith OSF JCD PHD | |||||||||
| Trustee | 2.0 | X | |||||||
| Robert Smoldt | |||||||||
| Trustee | 2.0 | X | 4615 | ||||||
| Martha Walsh SC RN | |||||||||
| Trustee | 2.0 | X | |||||||
| Mitch Melfi ESQ | |||||||||
| SVP LEGAL SRVC&GEN Counsel/Sec | 60.0 | X | 790760 | 122111 | |||||
| Michael Rowan FACHE | |||||||||
| EVP & Chief Operating Officer | 60.0 | X | 1341312 | 185967 | |||||
| Dean Swindle CPA | |||||||||
| EVP BUS SRVC & CFO/Treasurer | 60.0 | X | 847147 | 80978 | |||||
| Joyce Ross | |||||||||
| SVP Communications/Assist Sec | 60.0 | X | 435162 | 56101 | |||||
| Lynn Smith | |||||||||
| Assistant Secretary | 40.0 | X | 74492 | 14803 | |||||
| John DiCola | |||||||||
| SVP Strategy & BUS Development | 60.0 | 777628 | 135638 | X | |||||
| Thomas Kopfensteiner STD | |||||||||
| SVP Mission | 60.0 | 721852 | 102638 | X | |||||
| Stephen Moore MD | |||||||||
| SVP & Chief Medical Officer | 60.0 | 788343 | 125584 | X | |||||
| Kathleen Sanford RN DBA FACHE | |||||||||
| SVP & Chief Nursing Officer | 60.0 | 585441 | 101524 | X | |||||
| Steven Kehrberg | |||||||||
| SVP Supply Chain Management | 60.0 | 361159 | 67201 | X | |||||
| Herbert Vallier | |||||||||
| SVP & Chief HR Officer | 60.0 | 632764 | 38034 | X | |||||
| Carol Keenan | |||||||||
| Interim SVP Human Resources | 60.0 | 380162 | 45930 | X | |||||
| Philip Foster | |||||||||
| SVP & Chief Risk Officer | 60.0 | 392291 | 67638 | X | |||||
| Michael O'Rourke | |||||||||
| SVP & Chief Information Office | 60.0 | 664663 | 84519 | X | |||||
| Mary Elizabeth O'Brien | |||||||||
| SVP Group Executive Officer | 60.0 | 953385 | 83485 | X | |||||
| David Vellinga | |||||||||
| MBO CEO | 60.0 | 924683 | 94398 | X | |||||
| Leslie Hirsch | |||||||||
| MBO CEO | 60.0 | 857024 | 92124 | X | |||||
| Joseph Wilczek | |||||||||
| MBO CEO | 60.0 | 1055821 | 37301 | X | |||||
| Joseph Messmer | |||||||||
| MBO CEO | 60.0 | 954002 | 44996 | X | |||||
| Colleen Blye CPA | |||||||||
| Former EVP FIN/INTG SRVC & CFO | 1137197 | 48673 | X | ||||||
| MICHAEL FORDYCE | |||||||||
| Former CAO | 1349975 | 30028 | X | ||||||
| Susanna Laundy | |||||||||
| Former Interim SVP & CFO/Treas | 475580 | 32510 | X | ||||||
| Paul Neumann | |||||||||
| Former Gen Counsel/Secretary | 248366 | 26575 | X | ||||||
| John Newton Jr | |||||||||
| Former Gen Counsel/Secretary | 397416 | 38550 | X | ||||||
| John Anderson | |||||||||
| Former SVP & Chief Medical Off | 273547 | 28706 | X | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 20170945 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 33155 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2026703 | TotalOtherCompensation |
| Number Individuals GT100 K | 370 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|
| Huron Consulting Services | |
| CONSULTING SERVICES | 13612793 |
| QUANTIX CONSULTING INC | |
| CONSULTING SERVICES | 7474469 |
| REVENUE CYCLE PARTNERS LLC | |
| REVENUE CYCLE | 6083478 |
| ERNST YOUNG LLP | |
| AUDITING/CONSULTING | 4541607 |
| EMC CORPORATION | |
| CONSULTING SERVICES | 4429876 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 213 | NumberOfContractorsGT100K |
| Government Grants | 11000 | GovernmentGrants |
| All Other Contributions | 16141 | AllOtherContributions |
| Total Contributions | 27141 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Assessments | 900099 | 1008977137 | 977283952 | 31693185 |
| Interest Income | 900099 | 96475603 | 96475603 | |
| EQUITY CHANGES OF UNCONSOLIDATED ORGS | 900099 | 10863600 | 9222916 | 1582949 |
| PREMIUMS | 900099 | 3743451 | 3743451 | |
| LEASED EMPLOYEES - AIMS & CMI | 541610 | 247236 | 247236 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 365909 | TotalRevenueColumn |
| Related Or Exempt Function Income | 365909 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1120672936 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 119066888 | TotalRevenueColumn |
| Unrelated Business Revenue | 125102 | UnrelatedBusinessRevenue |
| Exclusion | $118,941,786 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 169403 | TotalRevenueColumn |
| Exclusion | $169,403 | ExclusionAmount |
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 | 99235196 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 99235196 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 99235196 | TotalRevenueColumn |
| Exclusion | $99,235,196 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Intercompany Salary Reimbursements | 900099 | 579005 | $579,005 |
| LAWSUIT PROCEEDS | 900099 | 1003919 | $1,003,919 |
| Tax Preparation Revenue | 900099 | 120436 | $120,436 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 301 | TotalRevenueColumn |
| Exclusion | $301 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1703661 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1340875225 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1087339067 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 33401236 | UnrelatedBusinessRevenue |
| Exclusion | $220,050,046 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3900207 | Total |
| Program Services | 3900207 | 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 | 11986654 | Total |
| Management And General | 11986654 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179062965 | Total |
| Program Services | 36236473 | ProgramServices |
| Management And General | 142826492 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10148854 | Total |
| Program Services | 4717419 | ProgramServices |
| Management And General | 5431435 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22003788 | Total |
| Program Services | 5000562 | ProgramServices |
| Management And General | 17003226 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12549767 | Total |
| Program Services | 2558578 | ProgramServices |
| Management And General | 9991189 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2874267 | Total |
| Management And General | 2874267 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14720771 | Total |
| Management And General | 14720771 | ManagementAndGeneral |
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 | 102293045 | Total |
| Program Services | 3605553 | ProgramServices |
| Management And General | 98687492 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19560755 | Total |
| Program Services | 1417231 | ProgramServices |
| Management And General | 18143524 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8009108 | Total |
| Management And General | 8009108 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9697629 | Total |
| Program Services | 1450390 | ProgramServices |
| Management And General | 8247239 | 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 | 3015391 | Total |
| Program Services | 168729 | ProgramServices |
| Management And General | 2846662 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168578252 | Total |
| Program Services | 168578252 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26771590 | Total |
| Management And General | 26771590 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103708887 | Total |
| Program Services | 103458325 | ProgramServices |
| Management And General | 250562 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| Unrelated Business Taxes | 878353 | 878353 | |
| Group Medical Plan | 349332773 | 349332773 | |
| Repairs and maintenance | 141828717 | 46218233 | 95610484 |
| Dues & subscriptions | 3238406 | 2809262 | 429144 |
| Recruitment and relocation | 2735878 | 2735878 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12337638 | Total |
| Program Services | 10923358 | ProgramServices |
| Management And General | 1414281 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1209233696 | Total |
| Program Services | 787387478 | ProgramServices |
| Management And General | 421846218 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1950 | BOY |
| EOY | 115342 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142264642 | BOY |
| EOY | 19885897 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89832882 | BOY |
| EOY | 144703294 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2492827224 | BOY |
| EOY | 2546207826 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20286743 | BOY |
| EOY | 22917433 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 432246252 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 202933861 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155017945 | BOY |
| EOY | 229312391 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1932874189 | BOY |
| EOY | 2052843654 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165032702 | BOY |
| EOY | 190706795 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4998138277 | BOY |
| EOY | 5206692632 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 268189211 | BOY |
| EOY | 255079149 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11025028 | BOY |
| EOY | 13706976 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3552235000 | BOY |
| EOY | 3382820000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9818 | BOY |
| EOY | 10429 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 550625000 | BOY |
| EOY | 617400000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 858243380 | BOY |
| EOY | 444931324 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5240327437 | BOY |
| EOY | 4713947878 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -244658581 | BOY |
| EOY | 490259356 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2469421 | BOY |
| EOY | 2485398 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -242189160 | BOY |
| EOY | 492744754 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4998138277 | BOY |
| EOY | 5206692632 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 131641529 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 603292385 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18798 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7136559 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2409585 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 845437 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27141 | CurrentTaxYear |
| Total | 10437520 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 529993743 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 929100420 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 994629193 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1121777652 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1087339067 | CurrentTaxYear |
| Total | 4662840075 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 530012541 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 936236979 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 997038778 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1122623089 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1087366208 | CurrentTaxYear |
| Total | 4673277595 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 267615900 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 344266284 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 598849588 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 642927453 | CurrentTaxYearMinus1Year |
| Current Tax Year | 664110246 | CurrentTaxYear |
| Total | 2517769471 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 267615900 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 344266284 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 598849588 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 642927453 | CurrentTaxYearMinus1Year |
| Current Tax Year | 664110246 | CurrentTaxYear |
| Total | 2517769471 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 2155508124 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 53179068 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 61337363 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 65227627 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 121504449 | CurrentTaxYearMinus1Year |
| Current Tax Year | 118941786 | CurrentTaxYear |
| Total | 420190293 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1113055 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7297328 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 924903 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 680968 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1803446 | CurrentTaxYear |
| Total | 11819700 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 54292123 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 68634691 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 66152530 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 122185417 | CurrentTaxYearMinus1Year |
| Current Tax Year | 120745232 | CurrentTaxYear |
| Total | 432009993 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22861 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2534051 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 294982 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43155 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1703661 | CurrentTaxYear |
| Total | 4598710 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 584327525 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1007405721 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1063486290 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1244851661 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1209815101 | CurrentTaxYear |
| Total | 5109886298 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.42183 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.45095 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.08454 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.07896 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | true | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $230,000 | MailingsMembersAmount |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $10,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 240000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | 990 Sch C Supplemental | Identifier |
| Return Reference | Lobbying Activities Explanation | ReturnReference |
| Explanation | 1 a. - Catholic Health Initiatives' online Advocacy Action Center was available to the general public and CHI employees for use in sending letters by e-mail to members of Congress. Draft letters were provided on CHI advocacy priorities. Individuals were able to create their own letters as well. 1 b. - CHI has a Senior Vice President Advocacy and a Vice President of Public Policy who spend a portion of their time on lobbying activities at the federal level with minimal state level lobbying. The majority of lobbying-related activities are consultative to leadership and staff of the system's hospitals and health care organizations. 1 d. - CHI communicates with leaders of the system's hospitals and health care organizations on advocacy activities primarily through e-mail. Most communications with Congress occur electronically through the Advocacy Action Center. Letters are occasionally mailed to members of Congress. CHI advocacy activities included communications on CHI advocacy priorities, including access and coverage expansions, rural health care, Medicare and Medicaid reimbursement, violence prevention, and the Patient Protection and Affordable Care Act. 1 g. - CHI leaders have occasionally met with members of Congress or their staffs and made telephone calls to express positions on CHI advocacy priorities, including health care reform, fair payment under Medicare and Medicaid, protection of Catholic health care and rural health care issues. Many of CHI's efforts are focused through our national hospital associations. An overview of Catholic Health Initiatives lobbying activities is provided below: Central to the Catholic Health Initiatives mission and vision is a commitment to advocate for systemic changes to improve the health and well-being of individuals and communities with a specific concern for persons who are poor and marginalized. The Catholic Health Initiatives advocacy activities are inextricably linked to its fundamental goal to build healthier communities. One dimension of the Catholic Health Initiatives program focuses on public policy advocacy, which includes attention to federal and state legislative and regulatory measures, formation of positions on priority issues, and political activism. The Catholic Health Initiatives public policy agenda includes both traditional health care policies as well as social justice policies. Policies addressing the expansion of health coverage and access, protection of Medicare and Medicaid, quality care, elimination of disparities in health care, workforce shortages, protection of religiously-sponsored health care entities, children's health, palliative care, and the viability of not-for-profit health care are vitally important to Catholic Health Initiatives. Also important are policies that address societal concerns and injustices and policies that ultimately impact the health of individuals and communities. Catholic Health Initiatives also supports policy measures that improve education, housing, employment, and socioeconomic status, particularly on behalf of the most vulnerable in society. At the Catholic Health Initiatives national office, public policy priorities are identified and advocacy strategies are initiated. The national advocacy office develops resources to facilitate the involvement of the entire health system in grassroots public policy initiatives. All Catholic Health Initiatives facilities in 19 states are encouraged to engage in advocacy through letter writing, faxes, emails, phone calls, and meetings with federal and state political leadership. Catholic Health Initiatives advocacy program is a demonstration of its commitment to the improvement of health and the promotion of social justice, particularly for the communities it serves and for those who are most vulnerable. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 7009072 | InvestmentCostOrOtherBasis |
| Book Value | 7009072 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 22340727 | InvestmentCostOrOtherBasis |
| Depreciation | 3192955 | Depreciation |
| Book Value | 19147772 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 13193346 | InvestmentCostOrOtherBasis |
| Depreciation | 4181940 | Depreciation |
| Book Value | 9011406 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 250588542 | InvestmentCostOrOtherBasis |
| Depreciation | 195558966 | Depreciation |
| Book Value | 55029576 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 139114565 | InvestmentCostOrOtherBasis |
| Book Value | 139114565 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 229312391 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CHI OPERATING INVESTMENT PROG | 2043322668 | F |
| INVESTMENT IN CHV II, LP | 9520986 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2052843654 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST PAYABLE | $2,657,305 |
| PENSION LIABILITY | $309,236,862 |
| SELF-INSURANCE RESERVES AND CLAIMS | $17,445,880 |
| INTEREST RATE SWAPS | $69,600,501 |
| LOSSES INCURRED BUT NOT REPORTED | $45,229,742 |
| MISCELLANEOUS LIABILITIES | $761,034 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 444931324 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | FIN 48 (ASC 740) FOOTNOTE | CHI is a tax-exempt Colorado corporation and has been granted an exemption from federal income tax under Section 501(c)(3) of the Internal Revenue Code. CHI owns certain taxable subsidiaries and engages in certain activities that are unrelated to its exempt purpose and therefore subject to income tax. As of June 30, 2011, CHI has current net deferred tax assets of $2.1 Million and a noncurrent net deferred tax liability of $5.4 million related to these taxable activities. Management reviews its tax positions annually and has determined that there are no material uncertain tax positions that require recognition in the consolidated financial statements. |
| Schedule D, Part IV, Line 2b | TRUST, ESCROW AND CUSTODIAL ARRANGEMENTS | Catholic Health Initiatives acts as agent for the Employee Financial Assistance Fund, an employee funded program. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures | Number Of OfficesNumberOfOffices |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 1 | Program Services | Independent Contractor | 85000 | |
| North America | 1 | Program Services | Independent Contractor | 39968 | |
| Central America and the Caribbean | Conduct board meetings | 52127 | |||
| Europe (Including Iceland and Greenland) | Conduct meetings | 120160 | |||
| North America | Conduct board meetings | 52127 | |||
| Central America and the Caribbean | Investments | 173535 | |||
| Central America and the Caribbean | 1 | Maintaining offices | 316532 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 3 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 3 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 839449 | SubtotalAmountSpent |
| Total Amount Spent | 839449 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule F, Part I, Line 3(f) | Identifier |
| Return Reference | DESCRIPTION OF ACCOUNTING METHOD FOR COSTS IN REGION | ReturnReference |
| Explanation | (1-2) CHI pays various foreign independent contractors for program related services. (3 & 5) There are a few CHI employees that serve on the boards of offshore captives of CHI. CHI allocated a portion of the salaries of these individuals to line 3(f). Travel costs for these individuals were not paid by CHI. (4) CHI allocated a portion of the salaries of individuals who attended a pilgrimage in Rome, Italy. (6) CHI's investments in Captive Management Initiatives, First Initiatives Insurance Limited, and Nazareth Assurance Company are reflected in line 3(f). (7) CHI had one employee located in the Central America / Caribbean area. This individual performs Offshore Self-Insurance Captive Management services on behalf of CHI. CHI's expense associated with that location is the individual's salary and associated benefits. The individual's compensation was estimated to equal $316,532 (US) using the same methodology as is required for individuals reportable on Schedule J. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable (47 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Alegent Health | |||||||
| P O Box 642150 | Omaha | NE | 68154 | 420782518 | 501(c)(3) | 44655 | |
| Alegent Health | |||||||
| P O Box 642150 | Omaha | NE | 68154 | 420782518 | 501(c)(3) | 141785 | |
| Faithful Fools Street Ministry | |||||||
| 234 Hyde Street | San Francisco | CA | 94102 | 943348396 | 501(c)(3) | 75125 | |
| Jewish Hospital & St Mary's Healthcare | |||||||
| 200 Abraham Flexner Way | Louisville | KY | 40202 | 611029768 | 501(c)(3) | 184651 | |
| Jewish Hospital & St Mary's Healthcare | |||||||
| 200 Abraham Flexner Way | Louisville | KY | 40202 | 611029768 | 501(c)(3) | 86051 | |
| Intercommunity Mercy Housing | |||||||
| 1216 NE 65th Street | Seattle | WA | 98115 | 911546525 | 501(c)(3) | 45800 | |
| Sister of Charity of Nazareth | |||||||
| P O Box 9 | Nazareth | KY | 40048 | 310537158 | 501(c)(3) | 118250 | |
| Mercy Housing Colorado | |||||||
| 1999 Broadway Suite 1000 | Denver | CO | 80202 | 841262403 | 501(c)(3) | 50000 | |
| Franciscan Sisters of Little Falls | |||||||
| 116 8th Avenue SE | Little Falls | MN | 56345 | 410695518 | 501(c)(3) | 25700 | |
| Archdiocese of New York | |||||||
| 1011 First Avenue 7th Floor | New York | NY | 10022 | 133089351 | 501(c)(3) | 40000 | |
| SET of Colorado Springs | |||||||
| 825 E Pikes Peak Ave Ste 29 | Colorado Springs | CO | 80903 | 841183335 | 501(c)(3) | 7000 | |
| Feeding America | |||||||
| 35 East Wacker Dr Suite 2000 | Chicago | IL | 60601 | 363673599 | 501(c)(3) | 10000 | |
| Arrupe Corp Work Study Program | |||||||
| 4343 Utica Street | Denver | CO | 80212 | 460508814 | 501(c)(3) | 51450 | |
| St Joseph Community Health | |||||||
| 904 A Las Lomas | Albuquerque | NM | 87102 | 710897107 | 501(c)(3) | 275000 | |
| Flaget Healthcare Inc | |||||||
| 4305 New Shepherdsville Road | Bardstown | MN | 40004 | 611345363 | 501(c)(3) | 28190 | |
| St Joseph Berea Hospital Foundation | |||||||
| 305 Estill Street | Berea | KY | 40403 | 260152877 | 501(c)(3) | 177160 | |
| Memorial Healthcare System | |||||||
| 2525 Desales Ave | Chattanooga | TN | 37404 | 620532345 | 501(c)(3) | 53000 | |
| Memorial Healthcare System | |||||||
| 2525 Desales Ave | Chattanooga | TN | 37404 | 620532345 | 501(c)(3) | 64180 | |
| Good Samaritan Hospital Foundation | |||||||
| 619 Oak Street | Cincinnati | OH | 45206 | 311206047 | 501(c)(3) | 29881 | |
| Good Samaritan Hospital Foundation | |||||||
| 619 Oak Street | Cincinnati | OH | 45206 | 311206047 | 501(c)(3) | 50000 | |
| SET of Colorado Springs | |||||||
| 825 E Pikes Peak Ave Ste 29 | Colorado Springs | CO | 80903 | 841183335 | 501(c)(3) | 125000 | |
| Samaritan Behavioral Health | |||||||
| 2222 Philadelphia Dr | Dayton | OH | 45406 | 020633634 | 501(c)(3) | 137368 | |
| Centura Home Care LLC | |||||||
| 188 Inverness Drive West Suite 500 | Englewood | CO | 80112 | 841577151 | 50000 | ||
| CHI Colorado | |||||||
| 188 Inverness Drive West Suite 500 | Englewood | CO | 80112 | 840405257 | 501(c)(3) | 200000 | |
| St Clare's Hospital | |||||||
| 25 Pocono Road | Denville | NJ | 07834 | 223319886 | 501(c)(3) | 107329 | |
| Mercy Regional Medical dba CHI CO Foundation | |||||||
| 1010 Three Springs Blvd | Durango | CO | 81301 | 840405515 | 501(c)(3) | 95368 | |
| St Catherine Hospital | |||||||
| 401 East Spruce | Garden City | KS | 67846 | 480543721 | 501(c)(3) | 66965 | |
| St Francis Medical Center | |||||||
| 2620 W Faidley | Grand Island | NE | 68803 | 470376601 | 501(c)(3) | 24809 | |
| St Francis Medical Center | |||||||
| 2620 W Faidley | Grand Island | NE | 68803 | 470376601 | 501(c)(3) | 65872 | |
| St Elizabeth Foundation | |||||||
| 555 South 70th Street | Lincoln | NE | 68510 | 470625523 | 501(c)(3) | 103214 | |
| St Elizabeth Foundation | |||||||
| 555 South 70th Street | Lincoln | NE | 68510 | 470625523 | 501(c)(3) | 100034 | |
| Unity Family Healthcare | |||||||
| 300 Third Avenue | Little Falls | MN | 56307 | 410721642 | 501(c)(3) | 36703 | |
| Unity Family Healthcare | |||||||
| 300 Third Avenue | Little Falls | MN | 56307 | 410721642 | 501(c)(3) | 38175 | |
| St Vincent Infirmary Medical Center | |||||||
| 2 St Vincent Circle | Little Rock | AR | 72205 | 710236917 | 501(c)(3) | 23384 | |
| St Joseph Health System | |||||||
| 310 East Ninth St | London | KY | 40740 | 611334601 | 501(c)(3) | 47933 | |
| St Joseph Health System | |||||||
| 310 East Ninth St | London | KY | 40740 | 611334601 | 501(c)(3) | 40257 | |
| St Mary's Community Hospital | |||||||
| 1314 Third Avenue | Nebraska City | NE | 68410 | 470443636 | 501(c)(3) | 19817 | |
| St Joseph Area Health | |||||||
| 600 Pleasant Avenue | Park Rapids | MN | 56470 | 410695603 | 501(c)(3) | 60823 | |
| St Joseph Area Health | |||||||
| 600 Pleasant Avenue | Park Rapids | MN | 56470 | 410695603 | 501(c)(3) | 58000 | |
| St Joseph Medical Center Foundation | |||||||
| 2500 Bernville Road | Reading | PA | 19603 | 232349362 | 501(c)(3) | 90693 | |
| St Joseph Medical Center Foundation | |||||||
| 2500 Bernville Road | Reading | PA | 19603 | 232649362 | 501(c)(3) | 148000 | |
| Mercy Foundation | |||||||
| 2700 Stewart Parkway | Roseburg | OR | 97470 | 936088946 | 501(c)(3) | 63000 | |
| Franciscan Foundation | |||||||
| 1717 South J Street | Tacoma | WA | 98405 | 911145592 | 501(c)(3) | 92288 | |
| Franciscan Foundation | |||||||
| 1717 South J Street | Tacoma | WA | 98405 | 911145592 | 501(c)(3) | 29060 | |
| St Joseph Medical Center Foundation | |||||||
| 7601 Osler Drive | Towson | MD | 21204 | 521681044 | 501(c)(3) | 77962 | |
| Mercy Hospital | |||||||
| 570 Chautauqua Boulevard | Valley City | ND | 58072 | 450226553 | 501(c)(3) | 79539 | |
| Catholic Health Care Federation | |||||||
| 198 Inverness Drive West | Englewood | CO | 80112 | 208473567 | 501(c)(3) | 348364 | Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 36 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule I Part I Q2 | Identifier |
| Return Reference | Procedures for monitoring the use of grants | ReturnReference |
| Explanation | CHI's mission and ministry fund provides grants to CHI organizations and participating religious congregations to be used for the planning, development and implementation of initiatives to promote healthy communities. Most grants MADE BY CHI COME FROM THE MISSION AND MINISTRY FUND. Facilities and groups associated with CHI are eligible to apply for grant funding for healthy community coalitions and projects. Grants from the mission and ministry fund are awarded based upon a review of grant applications submitted. A committee of the Board of Stewardship Trustees is charged with grantee selection. Funds awarded through the mission and ministry fund are identified in the Catholic Health Initiatives general ledger system. CHI ensures that grants to United States recipients are properly used for their intended purpose by ensuring that the grant recipients are primarily IRC 501(c)(3) organizations. IN MOST CIRCUMSTANCES THE RECIPIENT IS A CHI AFFILIATE. That CHI-related entity supervises the grant initiative, including the expenditure of funds in furtherance of that initiative. Mission and Ministry Fund grant recipients also provide an annual progress report including a financial report. WHERE THE RECIPIENT IS NOT A CHI AFFILIATE, CHI DOES NOT REQUIRE ACCOUNTING FOR THE GRANT MONIES, SINCE THE RECIPIENT ORGANIZATIONS ARE REQUIRED, AS IRC 501(c)(3) ORGANIZATIONS TO USE The FUNDS IN FURTHERANCE OF EXEMPT PURPOSES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 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 | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (25 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|---|---|---|
| Kevin Lofton FACHE | ||||||||
| 1298121 | 908358 | 544294 | 5385 | 222277 | 18414 | 2991464 | 5385 | 501152 |
| Colleen Blye CPA | ||||||||
| 14337 | 1122860 | 27578 | 21095 | 1185870 | 386448 | |||
| MICHAEL FORDYCE | ||||||||
| 1349975 | 30028 | 1380003 | 941884 | |||||
| Susanna Laundy | ||||||||
| 350579 | 102297 | 22704 | 22678 | 9832 | 508090 | |||
| Paul Neumann | ||||||||
| 248366 | 25128 | 1447 | 274941 | |||||
| John Newton Jr | ||||||||
| 297317 | 78118 | 21981 | 30028 | 8522 | 435966 | |||
| Mitch Melfi ESQ | ||||||||
| 478350 | 188564 | 123846 | 100855 | 21256 | 912871 | |||
| Michael Rowan FACHE | ||||||||
| 912104 | 405340 | 23868 | 166637 | 19330 | 1527279 | |||
| Dean Swindle CPA | ||||||||
| 456591 | 125000 | 265556 | 70000 | 10978 | 928125 | |||
| Joyce Ross | ||||||||
| 257563 | 86376 | 91223 | 46339 | 9762 | 491263 | 67162 | ||
| John DiCola | ||||||||
| 526918 | 225584 | 25126 | 114592 | 21046 | 913266 | |||
| Thomas Kopfensteiner STD | ||||||||
| 458128 | 193982 | 69742 | 92742 | 9896 | 824490 | 44570 | ||
| Stephen Moore MD | ||||||||
| 566211 | 197006 | 25126 | 111428 | 14156 | 913927 | |||
| Kathleen Sanford RN DBA FACHE | ||||||||
| 406180 | 156544 | 22717 | 84228 | 17296 | 686965 | |||
| Steven Kehrberg | ||||||||
| 275988 | 63440 | 21731 | 52951 | 14250 | 428360 | |||
| Herbert Vallier | ||||||||
| 390021 | 212741 | 30002 | 20228 | 17806 | 670798 | |||
| John Anderson | ||||||||
| 273547 | 20228 | 8478 | 302253 | |||||
| Carol Keenan | ||||||||
| 292662 | 67580 | 19920 | 27578 | 18352 | 426092 | |||
| Philip Foster | ||||||||
| 286954 | 82972 | 22365 | 48841 | 18797 | 459929 | |||
| Michael O'Rourke | ||||||||
| 460963 | 149220 | 54480 | 64751 | 19768 | 749182 | |||
| Mary Elizabeth O'Brien | ||||||||
| 590267 | 334408 | 28710 | 73013 | 10472 | 1036870 | |||
| David Vellinga | ||||||||
| 609695 | 288044 | 26944 | 81952 | 12446 | 1019081 | |||
| Leslie Hirsch | ||||||||
| 639284 | 192728 | 25012 | 77906 | 14218 | 949148 | |||
| Joseph Wilczek | ||||||||
| 637541 | 216372 | 201908 | 25128 | 12173 | 1093122 | 75108 | ||
| Joseph Messmer | ||||||||
| 115424 | 73914 | 764664 | 32478 | 12518 | 998998 | 419309 | ||
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Sch J Part I Q 1a | RELEVANT INFORMATION REGARDING LISTED BENEFITS | For each benefit provided in line 1a, the organization must disclose relevant information which may include the type of benefit, the listed person who received the benefit (or class of individuals for whom the benefit was provided: i.e. all directors), and whether or not the benefit was included in the individual's compensation. The CHI travel policy #5, which is applicable to all employees, states that first-class airfare is generally not permitted, but may be utilized if approved in advance by the individual's supervisor and warranted based upon the facts and circumstances, which may include: amount of travel involved, nature of specific trip, duration of travel and cost differentiation between first class and coach. Kevin Lofton, CEO, utilizes first class travel on occasion only when other ticketing options are not logistically suitable. CHI provides employees at the level of manager and above with PDAs. The value of the employer-provided cell phone service is included in the employees' income and is grossed-up for tax pursuant to HR Policy #7. CHI provides the tax indemnification because CHI believes that the provision of cell phones to its employees is business related, and that the costs associated with documentation of the business relationship of all calls and emails made on the PDA exceeds the costs of tax indemnification. |
| Sch J Part I Q 4 | 4a. Post-termination payments are addressed in executive employment agreements for employees at the level of Vice President and above. These employment agreements require that in order for the executive to receive a post-termination payment, these executives must execute a general release and settlement agreement. Post-termination payment arrangements are periodically reviewed for overall reasonableness in light of the executive's overall compensation package. The following reportable individuals received severance payments from CHI during the 2010 calendar year, and these severance payments were included in the individuals' W-2 income and reportable compensation on Schedule J: John Anderson $275,709; Mike Fordyce $408,091; Paul Neumann $248,754; Colleen Blye $704,372; Joseph Messmer $326,093. 4b. During the 2010 calendar year Catholic Health Initiatives maintained a supplemental non-qualified deferred compensation plan for MBO CEOs and other CHI employees at the level of Senior Vice President and above. The following reportable individuals were eligible to participate in that plan: Kevin Lofton, Mitch Melfi, Joyce Ross, Michael Rowan, Dean Swindle, John Dicola, Philip Foster, Steven Kehrberg, Tom Kopfensteiner, Stephen Moore, Michael O'Rourke, KATHLEEN SANFORD, Leslie Hirsch, Mary Beth O'Brien, David Vellinga, Joseph Wilczek, Joseph Messmer. During 2010 the following contributions were made by CHI to the deferred compensation plan: Kevin Lofton $197,149; Mitch Melfi $73,277; Joyce Ross $21,211; Michael Rowan $143,959; Dean Swindle $70,000; John Dicola $84,564; Philip Foster $26,163; Steven Kehrberg $20,473; Tom Kopfensteiner $72,514; Stephen Moore $91,200; Michael O'Rourke $44,523; KATHLEEN SANFORD $64,000; Leslie Hirsch $57,678; Mary Beth O'Brien $52,785; David Vellinga $49,474. During 2010 the following distributions were made by CHI from the deferred compensation plan: Kevin Lofton $501,152; Joyce Ross $67,162; Tom Kopfensteiner $44,570; Joseph Wilczek $75,108; Joseph Messmer $419,309; Colleen Blye $386,448; Michael Fordyce $941,884. Colleen Blye and Michael Fordyce are no longer employed by Catholic Health Initiatives. However, they are still receiving deferred compensation distributions that previously vested. Due to the "super" vesting rules under the CHI deferred compensation plan, participants who have met certain requirements such as termination, age, or years of service are eligible to receive their 2010 contributions in cash. These cash payouts are included in the participant's reportable compensation in column (iii) Other Reportable Compensation on Schedule J Part II. During 2010, the following contributions that would have been made by CHI to the deferred compensation plan were paid in cash: Joseph Messmer $9,223 and Joseph Wilczek $60,850 | |
| Sch J Part I Q 7 | CHI maintains a variable pay program for managers and above that puts a certain amount of compensation at risk. Awards of incentive compensation under the variable pay program are made based upon achievement of organizational objectives including financial outcomes, quality improvement, and other measures as determined annually by the Board of Stewardship Trustees. However, no award is payable under this program unless operating margin and charity care levels are achieved at a designated percent of budget. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| Washington Health Care Facilities Auth 2008A4-6 | |||||||
| 911108929 | 93978EJ60 | 2010-07-29 | 120260000 | SEE SCH O - (Wash 2008A4-6) | false | false | false |
| Colorado Health Facilities Authority 2009 AB | |||||||
| 840752932 | 19648ARL1 | 2009-11-10 | 713972398 | SEE SCH O - (2009AB Comp Issue) | false | false | false |
| Kentucky Economic Dev Finance Auth 2009 AB | |||||||
| 610600439 | 49126PDF4 | 2009-11-10 | 133269543 | SEE SCH O - (2009AB Comp Issue) | false | false | false |
| County of Montgomery Ohio 2009 AB | |||||||
| 316000172 | 613549HX5 | 2009-11-20 | 263401078 | SEE SCH O - (2009AB Comp Issue) | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Refunding EscrowRefundingEscrow | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount RetiredAmountRetired | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|---|
| 120260000 | 120260000 | 2009 | true | false | false | true | ||||
| 714047470 | 155600000 | 2011 | true | false | false | true | 17010000 | 39 | 6264973 | 552182497 |
| 133269639 | 2009 | false | false | false | true | 4465000 | 5 | 1380211 | 131889379 | |
| 263401373 | 223408344 | 2009 | true | false | false | true | 8800000 | 22 | 2530978 | 37461940 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse |
|---|---|---|---|---|---|---|---|---|
| false | false | true | true | true | true | |||
| false | true | true | true | true | true | 0.00330 | 0.00010 | 0.00340 |
| false | true | true | true | true | true | |||
| false | true | true | true | true | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| JP MORGAN | ||||||||
| false | true | true | 28. | false | false | false | false | true |
| (no name) | ||||||||
| false | true | false | false | false | true | |||
| (no name) | ||||||||
| false | true | false | false | false | true | |||
| (no name) | ||||||||
| false | true | false | false | false | true | |||
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule K - Supplemental Information | Identifier |
| Explanation | Due to Software limitations, please see Schedule K Supplemental Information contained in Schedule O | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Preferred Professional Insurance Co | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Dual Board Member | Relationship |
| Amount Of Transaction | 15000000 | AmountOfTransaction |
| Description Of Transaction | Comm Excess & Prim Malprac Ins | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (23 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part III | Organizational Mission continued | The organization's mission is to nurture the healing ministry of the Church by bringing it new life, energy and viability in the 21st century. Fidelity to the Gospel urges us to emphasize human dignity and social justice as we move toward the creation of healthier communities. |
| Form 990 Part III PSR | Statement of Program Service Accomplishments: | CHI is a national nonprofit health organization with headquarters in Denver. The faith-based system operates in 19 states and includes 73 hospitals; 40 long-term care, assisted- and residential-living facilities; two community health-services organizations; and home health agencies. In fiscal year 2011, CHI provided almost $612 million in charity care and community benefit, including services for the poor, free clinics, education and research. CHI's exempt purpose is to serve as an integral part of its national system of hospitals and other charitable entities, which are described as market-based organizations, or MBOs. An MBO is a direct provider of care or services within a defined market area that may be an integrated health system and/or a stand-alone hospital or other facility or service provider. To fulfill its mission, CHI, as a values-driven organization, assures the integrity of the ministry in both current and developing organizations and activities. CHI fosters research and development of new ministries that integrate health, education, pastoral and social services; promotes leadership development and formation for the ministry throughout the entire organization; advocates for systemic changes with specific concern for persons who are poor, alienated and underserved; and stewards resources by general oversight of the entire organization. To further the exempt purpose, CHI provides strategic planning and management services as well as centralized "shared services" for the MBOs. The provision of centralized management and shared services - including areas such as accounting, human resources, payroll and supply chain -- provides economies of scale and purchasing power to the MBOs. Cost savings associated with centralized services for the fiscal year ended June 30, 2011, include more than $118 million in supply chain expense, approximately $28 million for insurance costs and approximately $3.9 million as the result of a system-wide effort to coordinate and negotiate technology and equipment purchases. The cost savings achieved through CHI's centralization enable MBOs to dedicate additional resources to high-quality health care and community outreach services to the most vulnerable members of our society. Reporting Across the System: The following examples of community benefit activities in 2010 represent only a small fraction of those taking place on a daily basis at these facilities and throughout the Catholic Health Initiatives health care system. |
| Form 990 Part III PSR (Continued) | Statement of Program Service Accomplishments (CONTINUED): | Denville, New Jersey St. Clare's Health System, with hospitals in Denville, Dover, Boonton and Sussex, serves more than 60 towns in the northwest region of New Jersey and northeastern Pennsylvania. The system's Sister Catherine Community Health Center Clinic has been serving the community for more than 20 years, providing high quality, compassionate care to the vulnerable, poor, underserved and uninsured. The clinic offers comprehensive services for all family health needs, including internal medicine, obstetrics, gynecology and pediatrics, all in a single location. The center is staffed with board-certified physicians who specialize in internal medicine, pediatrics and obstetrics, nurses, social workers, dieticians, financial counselors and support staff. In addition, it collaborates with The Morris County Office of Temporary Assistance to provide an out-station Medicaid worker to assist current clinic clients in applying for Medicaid programs. About 95% of non-clinical staff is bilingual. For fiscal year 2011, the Adult Medical Clinic provided care to 3,879 patients and 3,365 prenatal clinic visits, with approximately 264 deliveries by clinic patients. St. Clare's has also developed a prenatal HealthStart Clinic called "Hablando de Mujer a Mujer" (Talking Woman to Woman). It is run once a week from March through July and focuses on topics related to pregnancy, birth, and expectations related to motherhood, post-partum depression and the impact of post-partum depression in the family. Also, the system's pediatric neurology clinical provides services on the fourth Tuesday of every month, offering a comprehensive evaluation and management of children with diseases affecting the nervous system and muscles. This includes seizures, tics, headaches and migraines, and neurodegenerative disorders. Park Rapids, Minnesota St. Joseph's Area Health Services sponsors a Community Dental Clinic, which provides dental care to the publicly funded populations throughout north- central Minnesota. In fiscal year 2011, the clinic provided 5,876 dental visits. The "Give Kids a Smile" day provided hygiene and exams to 65 children. The Pregnancy-to-Parenthood Program was developed to address the needs of at-risk mothers and children. The program includes prenatal education, parenting education and support. St. Joseph's Area Health Services provides the oversight of the grants and the additional funding for this program. Vaccinations are one of the most effective ways to prevent disease and also one of the most cost-efficient medical interventions available. St. Joseph's Area Health Services offers low-cost or free vaccinations to eligible children from birth to age 19 at monthly clinics. Annual flu shots are provided to area businesses. St. Joseph's Area Health Services also makes vaccines available in all of the schools in Hubbard County. More than 600 vaccinations were given to community members and students in fiscal year 2011. Breckenridge, Minnesota St. Francis Medical Center is the sole provider for several much-needed health services in the community, including: -Milnor Clinic, a rural health clinic located in southeast North Dakota, 40 miles west of Breckenridge. Clinic services are provided to a medically underserved community through a nurse practitioner and a rotation of physicians. Approximately 792 patient visits were conducted during fiscal year 2011 at a net cost of $148,350; -The Hope Unit, which provides outpatient psychiatric and chemical dependency services to address the mental health needs of the community. Wilkin County has been designated as a health provider shortage area, and the Hope Unit staffs the only psychiatrist in the community. Despite these unmet mental health needs, the Hope Unit conducted 4,152 patient encounters during fiscal year 2011 with a net annual cost of $25,983; -Subsidization of the cost of anesthesia services in order to provide 24-hour on-call coverage in the area. Almost 1,000 people benefited at a cost of $80,619 throughout the fiscal year. Reading, Pennsylvania St. Joseph Medical Center has collaborated for the last nine years with the Keystone Farmworker Program, the Berks-Schuylkill Dental Hygienists' Association, the Berks County Dental Society, and individual private practice dental professionals to provide a Children's Dental Clinic that operates one Saturday morning a month from January through May. The Children's Dental Clinic cares for children with serious dental diseases who have fallen through the cracks. A majority of those clinic patients are low income, minority children, including farm-worker children. Also, St. Joseph helps educate Hispanic women about prenatal care through Comenzando Bien (Good Beginning), a program created by the national March of Dimes organization. The curriculum addresses some of the unique cultural perspectives of Hispanic women and their families, as well as behaviors that affect a pregnancy. Comenzando Bien is a bilingual program with materials that reflect Hispanic culture and the roles of men and women in that culture. The prenatal education portion of the classes encourages positive behaviors, including taking vitamins, getting needed vaccinations and eating properly during pregnancy. Centerville, Iowa Mercy Medical Center-Centerville provided a wide variety of community outreach programs to the poor in fiscal year 2011, including -Sponsorship of a community bus that provides transportation to medical appointments for the elderly and those with low income who are unable to drive or have no one to transport them. The bus served 864 riders last year. -Flu vaccines for the businesses at their worksite, including vaccines for residents and staff of a community of mentally challenged individuals who live at the home. A total of 121 community members were served through this vaccination program. -The preparation of meals and dietician consultant service for the county Meals on Wheels program. This program served 6,822 meals on wheels to the poor and elderly in the community. Mercy also offers a certified diabetes education and support group from patients with diabetes and their spouses. This program offers both presentations from various disciplines involved in managing diabetes as well as discussion. Almost 200 individuals took part in this education to assist them in managing their diabetes. And Mercy holds a monthly Alzheimer's support group to meet the growing needs of the elderly facing Alzheimer's and those who are providing care to them in the home. The group has both a morning and evening session for the convenience of caregivers. Twenty-three people benefited from the services of this program last year. Grand Island, Nebraska The Saint Francis Medical Center Foundation distributed $608,198 back into the community in fiscal year 2011 through its financial support of Saint Francis Medical Center and community-sponsored programs. Additionally, $247,027 was provided through in-kind support and fiduciary support of community projects. Programs supported financially included the Third City Community Clinic, which provides primary care and dental care to low-income residents; Saint Francis Child Safety, which promotes usage of child safety seats; and the Parish Nurse program at St. Mary's Cathedral. In addition, funds support the Student Wellness Center, which provides primary health care services to students at Grand Island Senior High and Walnut Middle School along with Project Care, which helps Saint Francis patients address medical needs that aren't covered by insurance or existing programs. The Saint Francis Foundation also provided funding for oncology services, a teen parenting program and interpreter services. |
| Form 990 Part III PSR (Continued) | Statement of Program Service Accomplishments (CONTINUED): | Lexington, Kentucky SJH operates a free health clinic, the Saint Joseph Continuing Care Clinic, for residents of central Kentucky (primarily of Fayette County) who are low-income and do not qualify for Medicaid services. The clinic provides primary health care services, including pharmaceuticals. In fiscal year 2011, the clinic served 1,885 patients during 2,825 visits and provided $3,711,674 in free medications, based on market value. The clinic also began a redesign process to identify ways to better serve people who leave the hospital without follow-up care to improve appropriate utilization of services and reduce readmissions. Saint Joseph also provides space and utilities to Baby Health Service, the oldest children's health clinic in the commonwealth. Baby Health Service is about healthy families and a healthier community. Its name may be misleading, as its patients are children age birth to 17 whose families do not qualify for Medicaid and who have no form of health insurance. All services are free for children. Well Child visits, sick visits, medications, lab tests and immunizations are paid by Baby Health Service. The dollar value of the volunteer medical services averages nearly $300,000 annually. Little Rock, Arkansas St. Vincent Infirmary Medical Center sponsor its Volunteers-in-Medicine Program, providing primary care to those without health insurance at three clinic locations in greater Little Rock. It uses the services of volunteer, retired St. Vincent physicians to deliver these services and it maintains a network of physician specialists to whom it can also refer as needs arise. These Clinics registered 2,841 patient visits during fiscal year 2011, as the economic recession continued to make it difficult for uninsured people to find health care options. Beyond the direct care provided at these clinics, St. Vincent has donated medical supplies in several instances where needed, as well as medications that patients otherwise could not afford. St. Vincent also maintains its 39-year partnership with the City of Little Rock at St. Vincent Health Clinic - East, where dental services help to meet a significant need in our community. This Clinic also provides free school physicals to many children in greater Little Rock each summer. Towson, Maryland St. Joseph Medical Center sponsors St. Clare Medical Outreach, a free primary care clinic that serves people who have no health insurance. There is a growing Hispanic community in the hospital's primary service area whose health care needs are often unmet because of language barriers and their lack of health insurance. Many of the patients of St. Clare Medical Outreach are Hispanic, and almost all of the staff of St. Clare Outreach is bilingual. The staff sees more than 2,000 patients each year. The primary medical conditions of the patients of St. Clare Outreach are hypertension, obesity, diabetes and high blood pressure, but, at the same time, the staff sees patients who are diagnosed with cancer and need immediate and aggressive interventions. The staff at St. Clare Outreach includes a pharmacy liaison whose full-time position is working with pharmaceutical companies to secure at little or no cost the drugs that the patients urgently require but cannot afford. When patients present with needs for care by specialists, the staff of St. Clare can refer many of them to physicians who will provide pro bono care in their area of specialty. The diabetes educator who is part of the St. Clare Medical Outreach staff has developed teaching tools specifically designed for patients who read neither English nor Spanish and yet need instruction on how to control their diabetes through both diet and the use of insulin. The request for services through St. Clare Medical Outreach has been so strong that the hospital has launched a program to have physicians who have retired from St. Joseph Medical Center provide volunteer care so patients can be seen more quickly. Little Falls, Minnesota Unity Family Healthcare provides many programs designed to assist the vulnerable, including participation in the Little Falls "Home-Delivered Meals" program. This initiative involves delivering meals to needy people in the community. The recipients are not only grateful for prepared meals but also equally happy about the opportunity to interact with someone from the community. They are frequently isolated and such opportunities are limited. The Home-Delivered Meals program meets a local community need and is directly related to the broad definition of health -- addressing the spiritual, mental, physical and emotional well-being of people in the community. Unity Family Healthcare department managers have led this project, resulting in a community benefit of $6,300 while serving 344 individuals. Also, as the community has become more diverse, Unity Family Healthcare recorded almost $26,000 in translation services in fiscal year 2011, up from $8,500 the previous year. Meantime, St. Gabriel's Hospital, part of Unity, was among the first facilities in the state to participate in the Minnesota Breast and Cervical Cancer Control Program, which provides screening services to low-income women. St. Gabriel's Hospital and the other Little Falls-based medical providers continue to be among the most utilized participants in the state. This high participation rate is primarily due to two factors-the low per capita income in the county and the effectiveness in presenting the program to women who make appointments for the covered services. Roseburg, Oregon Mercy Medical Center's Community Education Programs are free to the public and designed to provide instruction to help achieve the healthiest possible lifestyles. During fiscal year 2011, Mercy contributed $93,499 to Community Health Improvement and Education programs. Mercy's Family Birthplace provides classes that meet every week throughout the year, and include prenatal education, breastfeeding and childbirth classes. These classes cover all kinds of issues surrounding childbirth and parenting. Mercy also collaborates with local partners to raise awareness and to help fund prevention of diseases such as cancer, diabetes, cystic fibrosis, muscular dystrophy and AIDS. Last year, Mercy donated to local organizations by sponsoring presentations on topics such as heart disease, diabetes, stroke, and breast cancer awareness. Also, Mercy provided cash donations in the amount of $41,111 last year to numerous agencies, including the Boys and Girls Club, Camp Millennium, Roseburg Chamber of Commerce, Rotary Foundation, United Way, Wish, Umpqua Community Health Clinic and various high schools in Douglas County. Bardstown, Kentucky Flaget Memorial Hospital's Prescription Assistance Program includes an employee dedicated to coordinating the prescription assistance program, which serves people who otherwise could not afford to pay for their prescription medications. By utilizing the assistance options through pharmaceutical companies, the program is able to ensure patients get the medications they need at no cost. This enables the patients to better manage their health and avoids unnecessary utilization of high cost emergency department services. If there is a gap between when the patient needs a medication and when the pharmaceutical assistance begins, the program includes a bridge through a voucher system with local retail pharmacies so that people have immediate access to vital medicine. In the 2011 fiscal year, 2,294 free prescription medications were distributed at a market value of $1,162,769. This comprehensive service walks patients through the application process and follows up with patients to make sure their long-term needs are met. Flaget works with other community members and organizations to support the operations of the Nelson County Community Clinic, which offers basic medical and dental services for people who are working but do not have health insurance. Flaget provides financial assistance and supplies to the clinic and receives referrals from the clinic's patients for advanced diagnostic tests. |
| Form 990, Part VI, Section A, Line 1 | Executive Committee: | CHI's Board of Stewardship Trustees does have an Executive Committee. The executive committee is comprised of the board chair, the chair-elect, the Vice Chair, and up to three additional Trustees appointed by the Board of Stewardship Trustees. Except as otherwise provided by law, the Executive Committee has and may exercise such powers as may be delegated to it by the Board of Stewardship Trustees. All actions taken by the Executive Committee shall be promptly reported to the Board of Stewardship Trustees at the next regular meeting of the Board of Stewardship Trustees. During the Fiscal Year Ended June 30, 2011 the Executive Committee was comprised of the following individuals: Phyllis Hughes, David Lincoln, Mary Jo Potter, Patricia Smith, and Kevin Lofton. All of these individuals were members of the Board of Stewardship Trustees. |
| Form 990, Part VI, Line 6 | Existence of Members or Stockholders: | Form 990 instructions define a "member" as any person who, pursuant to a provision of the organization's governing documents or applicable state law has the right to..."approve significant decisions of the governing body" or to..."receive distributions of income or assets from the organization upon the organization's dissolution". CHI was founded by Religious Institutes of the Roman Catholic Church. Those Religious Institutes of the Roman Catholic Church that agree to accept the mission and vision of the organization and meet certain other requirements established by the Board of Stewardship Trustees, and who are approved by a 2/3 vote of the Board of Stewardship Trustees have "Participating Congregation" rights and duties under the bylaws of the organization. Participating Congregations have the right to approve substantial changes to the mission and philosophical direction of the organization, approve amendments to the articles and bylaws affecting any provision governing the qualifications, rights or responsibilities of the Participating Congregations, select and remove a person who represents that participating congregation in exercising its rights and duties, participate in the distribution of assets upon the dissolution of the organization, participate in organizational advocacy efforts, encourage members of the participating congregations to participate in the ministries sponsored by the organization, and participate through their representatives in meetings held twice per year with the Board of Stewardship Trustees. (Section 3.1.1 of the Bylaws of Catholic Health Initiatives). |
| Form 990, Part VI, Line 7b | Decisions of the Board Subject to Approval: | Form 990 instructions indicate that an organization must answer "yes" if at any time during the organization's tax year, there were one or more persons who had the right to approve or ratify decisions of the organization's governing body such as approval of the governing body's decision to dissolve the organization. The corporation was founded by Religious Institutes of the Roman Catholic Church. Those Religious Institutes of the Roman Catholic Church that agree to accept the mission and vision of the organization and meet certain other requirements established by the Board of Stewardship Trustees, and who are approved by a 2/3 vote of the Board of Stewardship Trustees have Participating Congregation rights and duties under the bylaws of the organization. Participating Congregations have the right to approve substantial changes to the mission and philosophical direction of the organization, approve amendments to the articles and bylaws affecting any provision governing the qualifications, rights or responsibilities of the Participating Congregations, select and remove a person who represents that participating congregation in exercising its rights and duties, participate in the distribution of assets upon the dissolution of the organization, participate in organizational advocacy efforts, encourage members of the participating congregations to participate in the ministries sponsored by the organization, participate through their representatives in meetings held twice per year with the Board of Stewardship Trustees. (Section 3.1.1 of the Bylaws of Catholic Health Initiatives). |
| Form 990, Part VI, Line 11B | Process, if any, that the organization uses to review Form 990: | The Chief Financial Officer of CHI conducts a review of the Form 990 in a meeting with the Director of Tax. Individual sections of the Form 990 may also be reviewed by the General Counsel and the Director of Communications. After incorporation of any changes resulting from these reviews, the Form 990 is provided to the CHI Board of Stewardship Trustees a week in advance of the Board meeting as part of the board packet. The Form 990 is formally presented to the board by the Chief Financial Officer and by the Director of Tax at the board meeting. Upon Chief Financial Officer approval and signature, the tax director files the final Form 990 as presented to the board, making any non-substantive changes necessary in order to effect e-filing. Any such changes are not re-submitted to the board. |
| Form 990, Part VI, Line 12C | Procedures for Monitoring and Enforcing the COI Policy: | All CHI officers, trustees and employees are covered by a conflict of interest policy. The Board of Stewardship Trustees Conflict of Interest Policy provides that all members of the Board of Stewardship Trustees and officers are required to promptly and fully disclose to the Board Chair situations that may create a conflict of interest when he or she becomes aware of the situation. In addition, all members of the Board of Stewardship Trustees, including Officers of the Board, are required to annually disclose any conflicts of interest via completion of a conflict of interest form which is reviewed by the organization's Senior Vice President Legal Services and General Counsel. Any resulting potential conflicts are reported to the Board Chair who is charged with further investigation of conflict(s) of interest as he or she deems appropriate; documentation of conclusions with respect to existence of a conflict (including relevant facts and circumstances); and reporting to the executive committee concerning the review, evaluation and conflict determination. To the extent that the Board Chair and any other trustee disagree as to whether a circumstance gives rise to a conflict, the Board's Executive Committee makes the final determination as to the existence of a conflict. The potentially conflicted board member is excluded from voting as to the existence of a conflict, and is excused from the room while voting concerning the matter is conducted. In any circumstance where a board member has been identified as having a conflict of interest with respect to a particular transaction, that board member is also excluded from voting with respect to that transaction. The Conflict of Interest policy with respect to CHI employees requires that employees at the level of director and above must certify upon hiring that they have no conflict of interest. Further, these individuals are required to disclose to their supervisors any conflicts that arise during the year. Finally, these individuals must, in conjunction with the performance evaluation process, annually certify that no conflicts exist. |
| Form 990, Part VI, Line 15 | Process for Determining Compensation: | CHI has a defined compensation philosophy. Both the executive and non-executive compensation structures and ranges are reviewed annually in comparison to market data. CHI uses the Hay Group as the independent third party to assess executive compensation programs and to ensure the reasonableness of actual salaries and total compensation packages. Compensation of the senior most executives is reviewed annually. The Hay Group reviews both cash and total compensation for overall reasonableness, for adherence to CHI's compensation philosophy, and for comparability to the not-for-profit healthcare market. This independent review is delivered by Hay Group to the HR Committee of the CHI Board of Stewardship Trustees annually at their September meeting and minutes are shared with the full board at the December meeting. The last review was September, 2011. In addition, in December 2009, Hay Group completed a comprehensive review of all positions at the level of Vice President and above to determine and validate appropriate compensation levels. |
| Form 990, Part VI, Line 16B | Adoption of written policy or procedure regarding joint ventures: | CHI has not formally adopted a written policy or written procedure regarding joint ventures. However CHI's system-wide joint venture model operating agreement incorporates controls over the venture sufficient to ensure that (1) the exempt organization at all times retains control over the venture sufficient to ensure that the partnership furthers the exempt purpose of the organization; (2) in any partnership in which the exempt organization is a partner, achievement of exempt purposes is prioritized over maximatation of profits for the partners; (3) the partnership does not engage in any activities that would jeopardize the exempt organization's exemption; (4) returns of capital, allocations, and distributions must be made in proportion to the partners' respective ownership interests; and (5) all contracts entered into by the partnership with the exempt organization must be at arm's-length, with prices set at fair market value. Any joint venture agreements that do not conform to the model agreement are generally reviewed by counsel. |
| Form 990, Part VI, Line 19 | Governing Documents, COI Policy, Financial Statements Public Availability: | Catholic Health Initiatives' Articles of Incorporation are available on the Colorado Secretary of State website. Catholic Health Initiatives' consolidated audited financial statements are available on the CHI Website at http://www.catholichealthinit.org/ and at http://www.dacbond.com. Catholic Health Initiatives' Bylaws and Conflict of Interest Policy are not publicly available. |
| Form 990, Part VII, Column B | Estimate of Average Weekly Hours Devoted to Related Organizations: | The voting board members of Catholic Health Initatives are all members of Catholic Health Care Federation ("CHCF"). Each of the following individuals spends approximately .2 hours / week on CHCF business: Kevin Lofton; Phyllis Hughes; Maureen Comer; David Edwards; Antoinette Hardy-Waller; Andrea Lee; David Lincoln; Christopher Lowney; Eleanor Martin; Blackford Middleton; Mary Margaret Mooney; Mary Jo Potter; Bruce Siegel; Patricia Smith; Robert Smoldt; Martha Walsh; In their capacities as employees of Catholic Health Initiatives, the following individuals provided services to various CHI affiliates during the year ended June 30, 2011: Kevin Lofton; Dean Swindle; Mitch Melfi; Michael Rowan; Joyce Ross; Lynn Smith; John Dicola; Tom Kopfensteiner; Stephen Moore; KATHLEEN SANFORD; Steven Kehrberg; Herbert Vallier; Carol Keenan; Philip Foster; Michael O'Rourke; Mary Elizabeth O'Brien; David Vellinga; Joseph Wilczek; Leslie Hirsch; Joseph Messmer. Due to the nature of the work it is not possible to estimate the portion of time dedicated by each of these employees to related organizations. These individuals may also, in their capacities as CHI employees, sit on the boards of CHI direct affiliates and / or subsidiaries. |
| Form 990, Part VII, Column D & E | Explanation of Reasonable Efforts to Obtain Related Organization Comp: | An organization is not required to report compensation from a related organization to a person listed on Form 990, Part VII, Section A if the organization is unable to secure the information on compensation paid by a related organization after making a reasonable effort to obtain it. In that case, the organization shall report the efforts undertaken on Schedule O. CHI believes that it has fully disclosed all compensation paid by related organizations to the individuals listed on Schedule J. However, in the event that any related party compensation has been inadvertently excluded, CHI offers the following information concerning reasonable efforts: CHI performed a comprehensive review of the compensation paid by each organization within the CHI family as follows: Each CHI legal entity provided a list of its officers, directors, trustees, key employees and estimated top ten highest paid employees. This information was provided to various departments including, inter alia, CHI's centralized accounts payable service center, centralized payroll center and benefits coordinator. Each department provided a report reflecting the amount paid to each reportable individual by payor-entity. Each reportable individual received a report reflecting their compensation as it will be reported on the Form 990 (including compensation paid by related organizations) and were asked to verify the accuracy of the information. |
| Form 990, Part XI, Line 5 | OTHER CHANGES IN NET ASSETS OR FUND BALANCE | CAPITAL RESOURCE POOL CONTRIBUTION 54,526,176 EQUITY TRANSFER FROM AFFILIATES 5,483,416 EQUITY TRANSFER TO AFFILIATES (24,033) CAPITALIZED PROJECT COSTS 239,143 MBO ALLOCATION OF CHI CONNECT DEPRECIATION (11,657,638) PRIOR PERIOD ADJUSTMENT (40,844) PENSION ADJUSTMENT 367,630,912 FMV CHANGE IN INTEREST RATE SWAPS 26,876,123 NET UNREALIZED GAINS/(LOSSES) ON INVESTMENTS 160,259,130 ============================================================== TOTAL 603,292,385 |
| SCHEDULE K | Form 990 Schedule K, Part V: Washington Health Facilities Authority 2008A4-6: Part I, line f Purpose: Reissuance of Wash. HFA 2008A4-6, originally issued on April 21, 2008 Part II, line 6 All of the deemed proceeds of the reissuance were treated as refunding all of the outstanding Washington Health Care Facilities Auth. Series 2008A4-6 Bonds on July 29, 2010. ========================================================================== Series 2009 A/B Composite Issue: The bonds described on lines B, C and D in Part I are part of a composite issue for federal income tax purposes (the Series 2009 A/B Composite Issue). All amounts reported below are for the composite issue rather than the component parts. Part I line d Date Issued 10-Nov-09 line e Issue Price $1,110,643,019 line f Purpose: Colorado Health Facilities Authority 2009 A/B - Capital improvements, acquisitions and equipment acquisitions for affiliates in Colorado, Iowa, New Jersey and Nebraska and current refunding of Colorado 1997B-1, 1997B-2, 1997B-3 (Original Issuance Date: November 25, 1997), 2004B-4 and 2004B-5 Bonds (Original Issuance Date: November 18, 2004) and Iowa 1997B Bonds (Reissuance Date: December 2, 1999) Kentucky Economic Dev. Finance Auth. 2009 A/B - Capital improvements and equipment acquisitions for affiliates in Kentucky. County of Montgomery, Ohio 2009 A/B - Capital improvements and equipment acquisitions for affiliates in Ohio and current refunding of Ohio 1997B (Original Issuance Date: November 25, 1997), 2006B-1 and 2006B-2 Bonds (Original Issance Date: November 9, 2006). Part II line 1 Amount of bonds retired $30,275,000 line 2 Amount of bonds legally defeased $0 line 3 Total Proceeds of issue $1,110,718,482 line 4 Gross proceeds in reserve funds $66.42 line 5 Capitalized interest from proceeds $0 line 6 Proceeds in refunding escrows $379,008,344 155,600,000 of proceeds of the Colorado Health Facilities Authority 2009A/B Bonds were used to redeem the Colorado Health Facilities Authority Series 1997B-1, 1997B-2, 1997B-3, 2004B-4 and 2004B-5 Bonds and the Polk County, Iowa 1997B Bonds on November 10, 2009. $223,408,344 of proceeds of the County of Montgomery, Ohio 2009A/B Bonds were used to redeem the County of Montgomery, Ohio Series 1997B, Series 2006B-1 and Series 2006B-2 Bonds on November 10, 2009. line 7 Issuance costs from proceeds $10,176,161 line 8 Credit enhancement from proceeds $0 line 9 Working capital expenditures from proceeds $0 line 10 Capital expenditures from proceeds $721,533,816 line 11 Other spent proceeds $0 line 12 Other unspent proceeds $0 line 13 Year of substantial completion: 2011 Part III line 1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? No line 2 Are there any lease arrangements with respect to the financed property which may result in private business use? Yes line 3 a Are there any management or service contracts with respect to the financed property which may result in private business use? Yes line 3 b Are there any research agreements with respect to the financed property which may result in private business use? Yes line 3 c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? Yes Private use is computed for the composite issue as a whole, rather than based on its component parts. For presentation purposes on lines 4-6 of the Schedule K, Part III table, private use percentages for the composite issue, as a whole, have been reported under the first component of the composite issue. The sections of the table for the remaining component parts of the composite issue were left blank. line 4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government [0.33] line 5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another 501(c)(3) organization or a state or local government [0.01] line 6 Total of lines 4 and 5 [0.34] line 7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? Yes PART IV line 5 Were any gross proceeds invested beyond an available temporary period? No - CHI reasonably expects that no proceeds will be invested beyond an available temporary period. line 6 Did the bond issue qualify for an exception to rebate? Yes - CHI reasonably expects that the Series 2009 Composite Issue will meet an available exception to rebate. ========================================================================== | |
| SCHEDULE K | Form 990 Schedule K, Part V (Series 2008D Composite Issue): The bonds described on lines A, B, C and D in Part I are part of a composite issue for federal income tax purposes (the Series 2008D Composite Issue). All amounts reported below are for the composite issue rather than the component parts. Part I line d Date Issued 20-Nov-08 line e Issue Price $468,483,279 line f Purpose: Colorado Health Facilities Authority 2008D - Capital improvements and equipment acquisitions for affiliates in Colorado, Iowa, Minnesota, Nebraska, New Jersey and Oregon. County of Montgomery, Ohio 2008D - Capital improvements and equipment acquisitions for affiliates in Ohio. Chattanooga TN Health Ed & Housing Fac Bd 2008D - Capital improvements and equipment acquisitions for affiliates in Tennessee. Washington Health Care Facilities Authority 2008D - Refund WA Auth Bonds 2007A1-3 (Original Issuance Date: November 8, 2007) Part II line 1 Amount of bonds retired $0 line 2 Amount of bonds legally defeased $3,155,000.00 line 3 Total Proceeds of issue $469,141,627 line 4 Gross proceeds in reserve funds $0 line 5 Capitalized interest from proceeds $0 line 6 Proceeds in refunding escrows $169,725,000 169,725,000 of proceeds of the Washington Health Facilities Authority 2008D Bonds were used to redeem the Washington Health Facilities Authority Series 2007A1-3 Bonds on December 9, 2008. line 7 Issuance costs from proceeds $6,135,034 line 8 Credit enhancement from proceeds $0 line 9 Working capital expenditures from proceeds $0 line 10 Capital expenditures from proceeds $262,410,121 line 11 Other spent proceeds $3,479,562.72 CHI has provided for the defeasance of $3,155,000 of the Colorado Health Facilities Authority Series 2008D-2 to their earliest call date. line 12 Other unspent proceeds $31,333,141 line 13 Year of substantial completion: Expected to be 2013. Part III line 1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? No line 2 Are there any lease arrangements with respect to the financed property which may result in private business use? Yes line 3 a Are there any management or service contracts with respect to the financed property which may result in private business use? Yes line 3 b Are there any research agreements with respect to the financed property which may result in private business use? Yes line 3 c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? Yes Private use is computed for the composite issue as a whole, rather than based on its component parts. For presentation purposes on lines 4-6 of the Schedule K, Part III table, private use percentages for the composite issue, as a whole, have been reported under the first component of the composite issue. The sections of the table for the remaining component parts of the composite issue were left blank. line 4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government [0.22] line 5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another 501(c)(3) organization or a state or local government [0.01] line 6 Total of lines 4 and 5 [0.23] line 7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? Yes PART IV line 5 Were any gross proceeds invested beyond an available temporary period? Yes - CHI reasonably expects that proceeds will be invested beyond an available temporary period. line 6 Did the bond issue qualify for an exception to rebate? No - CHI reasonably expects that the Series 2008D Composite Issue will not meet an available exception to rebate. ========================================================================== | |
| SCHEDULE K | Form 990 Schedule K, Part V (Series 2006/2008 Composite Issue): The bonds described on lines A and B in Part I, together with County of Montgomery, Ohio Variable Rate Revenue Bonds (Catholic Health Initiatives) Series 2006B, which were redeemed on November 10, 2009 and are no longer outstanding, are part of a composite issue for federal income tax purposes (the Series 2006/2008 Composite Issue). All amounts reported below are for the composite issue rather than the component parts. Part I line d Date Issued 9-Nov-06 line e Issue Price $750,000,000 line f Purpose: County Montgomery, Ohio 2006B - Capital improvements and equipment acquisitions for affiliates in Ohio. County of Montgomery, Ohio 2006C - Capital improvements and equipment acquisitions for affiliates in Ohio. Colorado Health Facilities Authority 2006C - Capital improvements and equipment acquisitions for affiliates in Colorado, Arkansas, Iowa, Missouri and Nebraska. Part II line 1 Amount of bonds retired $285,000,000 line 2 Amount of bonds legally defeased $0 line 3 Total Proceeds of issue $769,154,344 line 4 Gross proceeds in reserve funds $66.81 line 5 Capitalized interest from proceeds $2,188,562 line 6 Proceeds in refunding escrows $0 line 7 Issuance costs from proceeds $0 line 8 Credit enhancement from proceeds $8,264,326 line 9 Working capital expenditures from proceeds $0 line 10 Capital expenditures from proceeds $760,873,135 line 11 Other spent proceeds $0 line 12 Other unspent proceeds $0 line 13 Year of substantial completion: 2009 Part III line 1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? No line 2 Are there any lease arrangements with respect to the financed property which may result in private business use? Yes line 3 a Are there any management or service contracts with respect to the financed property which may result in private business use? Yes line 3 b Are there any research agreements with respect to the financed property which may result in private business use? Yes line 3 c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? Yes Private use is computed for the composite issue as a whole, rather than based on its component parts. For presentation purposes on lines 4-6 of the Schedule K, Part III table, private use percentages for the composite issue, as a whole, have been reported under the first component of the composite issue. The sections of the table for the remaining component parts of the composite issue were left blank. line 4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government [0.21] line 5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another 501(c)(3) organization or a state or local government [0.01] line 6 Total of lines 4 and 5 [0.22] line 7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? Yes PART IV Lines 3a-c CHI entered into separate Interest Rate Swap Agreements with UBS AG and with JPMorgan (collectively, the "Hedges") with respect to a portion (Colorado Series 2006C-5, C-6, C-7 and C-8) of the Series 2006/2008 Composite Issue (the "Hedged Bonds"). The interest rate on these Colorado 2006C Bonds was converted on various dates in 2008 pursuant to several conversion transactions or conversion and exchange transactions. Accordingly, on and after each respective conversion date, the notional amount of the Hedges corresponding to the converted Hedged Bonds is no longer treated as a qualified hedge of the Hedged Bonds. line 5 Were any gross proceeds invested beyond an available temporary period? No - CHI reasonably expects that no proceeds will be invested beyond an available temporary period. line 6 Did the bond issue qualify for an exception to rebate? Yes - CHI reasonably expects that the Series 2006/2008 Composite Issue will meet an available exception to rebate. ========================================================================== | |
| SCHEDULE K | Form 990 Schedule K, Part V (Series 2006A Composite Issue): The bonds described on lines C and D in Part I are part of a composite issue for federal income tax purposes (the Series 2006A Composite Issue). All amounts reported below are for the composite issue rather than the component parts. Part I line d Date Issued 9-Nov-06 line e Issue Price $402,830,297 line f Purpose: Colorado Health Facilities Authority 2006A - Capital improvements and equipment acquisitions for affiliates in Colorado, Arkansas, Iowa, Missouri and Nebraska. Baltimore County, Maryland 2006A - Capital improvements and equipment acquisitions for affiliates in Maryland. Part II line 1 Amount of bonds retired $15,565,000 line 2 Amount of bonds legally defeased $0 line 3 Total Proceeds of issue $420,074,822.35 line 4 Gross proceeds in reserve funds $0.03 line 5 Capitalized interest from proceeds $4,693,108.95 line 6 Proceeds in refunding escrows $0 line 7 Issuance costs from proceeds $0 line 8 Credit enhancement from proceeds $0 line 9 Working capital expenditures from proceeds $0 line 10 Capital expenditures from proceeds $415,381,713 line 11 Other spent proceeds $0 line 12 Other unspent proceeds $0 line 13 Year of substantial completion: 2009 Part III line 1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? No line 2 Are there any lease arrangements with respect to the financed property which may result in private business use? Yes line 3 a Are there any management or service contracts with respect to the financed property which may result in private business use? Yes line 3 b Are there any research agreements with respect to the financed property which may result in private business use? Yes line 3 c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? Yes Private use is computed for the composite issue as a whole, rather than based on its component parts. For presentation purposes on lines 4-6 of the Schedule K, Part III table, private use percentages for the composite issue, as a whole, have been reported under the first component of the composite issue. The sections of the table for the remaining component parts of the composite issue were left blank. line 4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government [0.52] line 5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another 501(c)(3) organization or a state or local government [0.05] line 6 Total of lines 4 and 5 [0.57] line 7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? Yes PART IV line 5 Were any gross proceeds invested beyond an available temporary period? No - CHI reasonably expects that no proceeds will be invested beyond an available temporary period. line 6 Did the bond issue qualify for an exception to rebate? Yes - CHI reasonably expects that the Series 2006A Composite Issue will meet an available exception to rebate. ========================================================================== | |
| SCHEDULE K | Form 990 Schedule K, Part V (Series 2004BCD Composite Issue): The bonds described on lines A through D in Part I, together with Saint Mary Hospital Association (PA) Series 2004B/C (which is reported on another page of this Schedule K), are part of a composite issue for federal income tax purposes (the Series 2004BCD Composite Issue). All amounts reported below are for the composite issue rather than the component parts. Part I line d Date Issued 18-Nov-04 line e Issue Price $626,775,000 line f Purpose: Colorado Health Facilities Authority 2004B - Capital improvements and equipment acquisitions for affiliates in Colorado, Iowa and Nebraska and current refunding of Hosp. Auth. 2 Douglas Cty, NE 1994A Bonds (Orignal Issuance Date: April 1, 1994) and Iowa Fin. Auth. Series 1994A Bonds (Orignal Issuance Date: April 1, 1994). County of Montgomery, Ohio 2004B - Capital improvements and equipment acquisitions for affiliates in Ohio and current refunding of Hamilton Cty, OH 1994 Bonds (Orignal Issuance Date: February 2, 1994) and Mont. Cty, OH 1994 Bonds (Original Issuance Date: February 2, 1994). Kentucky Economic Dev. Finance Authority 2004C/D - Capital improvements and equipment acquisitions for affiliates in Kentucky. Chattanooga TN Health Ed & Housing Fac Bd 2004C - Capital improvements and equipment acquisitions for affiliates in Tennessee. Saint Mary Hospital Authority (PA) 2004B/C - Capital improvements and equipment acquisitions for affiliates in Pennsylvania. Part II line 1 Amount of bonds retired $164,175,000 line 2 Amount of bonds legally defeased $0 line 3 Total Proceeds of issue $636,268,526.15 line 4 Gross proceeds in reserve funds $0 line 5 Capitalized interest from proceeds $0 line 6 Proceeds in refunding escrows $27,907,725.78 $15,537,000 of proceeds of the Colorado Health Facilities Auth. 2004B Bonds were used to provide for the redemption on December 17, 2004 of the Hospital Auth. 2 Douglas Cty, Nebraska 1994A Bonds and the Iowa Finance Authority 1994A Bonds. $12,379,241.99 of proceeds of the County of Montgomery, Ohio 2004B Bonds were used to provide for the redemption on December 17, 2004 of the Hamilton Cty, Ohio 1994 Bonds and the Montgomery Cty, Ohio 1994 Bonds. line 7 Issuance costs from proceeds $3,449,008.33 line 8 Credit enhancement from proceeds $0 line 9 Working capital expenditures from proceeds $0 line 10 Capital expenditures from proceeds $604,911,792.51 line 11 Other spent proceeds $0 line 12 Other unspent proceeds $0 line 13 Year of substantial completion: 2006 Part III line 1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? No line 2 Are there any lease arrangements with respect to the financed property which may result in private business use? Yes line 3 a Are there any management or service contracts with respect to the financed property which may result in private business use? Yes line 3 b Are there any research agreements with respect to the financed property which may result in private business use? Yes line 3 c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? Yes Private use is computed for the composite issue as a whole, rather than based on its component parts. For presentation purposes on lines 4-6 of the Schedule K, Part III table, private use percentages for the composite issue, as a whole, have been reported under the first component of the composite issue. The sections of the table for the remaining component parts of the composite issue were left blank. line 4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government [0.96] line 5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another 501(c)(3) organization or a state or local government [0.10] line 6 Total of lines 4 and 5 [1.06] line 7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? Yes PART IV line 5 Were any gross proceeds invested beyond an available temporary period? No - CHI reasonably expects that no proceeds will be invested beyond an available temporary period. line 6 Did the bond issue qualify for an exception to rebate? Yes - CHI reasonably expects that the Series 2004BCD Composite Issue will meet an available exception to rebate. ========================================================================== | |
| SCHEDULE K | Form 990 Schedule K, Part V (Series 2004A Composite Issue): The bonds described on lines B, C and D in Part I are part of a composite issue for federal income tax purposes (the Series 2004A Composite Issue). All amounts reported below are for the composite issue rather than the component parts. Part I line d Date Issued 18-Nov-04 line e Issue Price $162,571,473 line f Purpose: City of Breckenridge, Minnesota 2004A - Capital improvements and equipment acquisitions for affiliates in Minnesota. County of Montgomery, Ohio 2004A - Capital improvements and equipment acquisitions for affiliates in Ohio. Hosp Facilities Authority of Umatilla OR 2004A - Capital improvements and equipment acquisitions for affiliates in Oregon and current refunding of Hosp. Auth. 2 Douglas Cty 1994B Bonds Part II line 1 Amount of bonds retired $0 line 2 Amount of bonds legally defeased $14,700,000 line 3 Total Proceeds of issue $164,653,281.48 line 4 Gross proceeds in reserve funds $0 line 5 Capitalized interest from proceeds $0 line 6 Proceeds in refunding escrows $7,701,309 $7,701,309 of proceeds of the Hosp. Facilities of Umatilla Oregon 2004A Bonds were used to redeem Hosp. Auth. 2 Douglas Cty Oregon Series 1994B Bonds on December 17, 2004. line 7 Issuance costs from proceeds $1,614,670.07 line 8 Credit enhancement from proceeds $0 line 9 Working capital expenditures from proceeds $0 line 10 Capital expenditures from proceeds $155,337,302.82 line 11 Other spent proceeds $16,136,891.01 CHI has provided for the defeasance of $14,575,000 of the Hosp. Facilities of Umatilla Oregon 2004A Bonds to their earliest call date. CHI has provided for the defeasance of $125,000 of the City of Breckenridge, Minnesota 2004A Bonds to their earliest call date. line 12 Other unspent proceeds $0 line 13 Year of substantial completion: 2008 Part III line 1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? No line 2 Are there any lease arrangements with respect to the financed property which may result in private business use? Yes line 3 a Are there any management or service contracts with respect to the financed property which may result in private business use? Yes line 3 b Are there any research agreements with respect to the financed property which may result in private business use? Yes line 3 c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? Yes Private use is computed for the composite issue as a whole, rather than based on its component parts. For presentation purposes on lines 4-6 of the Schedule K, Part III table, private use percentages for the composite issue, as a whole, have been reported under the first component of the composite issue. The sections of the table for the remaining component parts of the composite issue were left blank. line 4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government [0.06] line 5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another 501(c)(3) organization or a state or local government [0.03] line 6 Total of lines 4 and 5 [0.09] line 7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? Yes PART IV line 5 Were any gross proceeds invested beyond an available temporary period? No line 6 Did the bond issue qualify for an exception to rebate? Yes ========================================================================== | |
| SCHEDULE K | Form 990 Schedule K, Part V (Series 2002B Composite Issue): The bonds described on lines A and B in Part I are part of a composite issue for federal income tax purposes (the Series 2002B Composite Issue). All amounts reported below are for the composite issue rather than the component parts. Part I line d Date Issued 1-Dec-04 line e Issue Price $123,000,000 line f Purpose: Colorado Health Facilities Authority 2002B - reissuance of Colorado 2002B Washington Health Care Facilities 2002B - reissuance of Washington 2002B Part II line 1 Amount of bonds retired $16,900,000 line 2 Amount of bonds legally defeased $0 line 3 Total Proceeds of issue $123,000,000 line 4 Gross proceeds in reserve funds $0 line 5 Capitalized interest from proceeds $0 line 6 Proceeds in refunding escrows $123,000,000 All of the deemed proceeds of the reissuance were treated as refunding all of the outstanding Colorado Health Facilities Authority 2002B and Washington Health Care Facilities 2002B on December 1, 2004. line 7 Issuance costs from proceeds $0 line 8 Credit enhancement from proceeds $0 line 9 Working capital expenditures from proceeds $0 line 10 Capital expenditures from proceeds $0 line 11 Other spent proceeds $0 line 12 Other unspent proceeds $0 line 13 Year of substantial completion: 2005 PART IV line 5 Were any gross proceeds invested beyond an available temporary period? No line 6 Did the bond issue qualify for an exception to rebate? Yes ========================================================================== | |
| SCHEDULE K | Form 990 Schedule K, Part V (Series 2002AB Remediated Issue): Part I line f Purpose: The Series 2002AB Remediated Issue was treated as reissued on March 1, 2010, as a result of remedial action taken in connection with a portion of the Series 2002B Composite Issue and a portion of the Colorado Health Facilities Authority Series 2002A Bonds, which are not otherwise reported on Schedule K. Part II line 10 Capital expenditures from proceeds $500,000 $500,000 of disposition proceeds were applied to an alternative use. line 11 Other spent proceeds $884,015.37 Disposition proceeds applied to defease a portion of the Series 2002AB Remediated Issue line 12 Other unspent proceeds $0 line 13 Year of substantial completion: 2010 PART IV line 5 Were any gross proceeds invested beyond an available temporary period? No line 6 Did the bond issue qualify for an exception to rebate? Yes ========================================================================== |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (125 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 |
|---|---|---|---|---|---|---|---|---|---|
| Catholic Health Initiatives | |||||||||
| 198 Inverness Drive West | Englewood | CO | 80112 | 470617373 | Healthcare | CO | 501(c)(3) | 9 | CHI |
| Bornemann Healthcare Corporation | |||||||||
| 2500 Bernville Road PO Box 316 | Reading | PA | 19603 | 232187242 | Healthcare | PA | 501(c)(3) | 11a | CHI |
| CHI Institute For Research and Innovatio | |||||||||
| 198 Inverness Drive West | Englewood | CO | 80112 | 271050565 | Healthcare | CO | 501(c)(3) | 11a | CHI |
| CHI National Foundation | |||||||||
| 198 Inverness Drive West | Englewood | CO | 80112 | 270930004 | Fundraising | CO | 501(c)(3) | 11a | CHI |
| CHI National Services | |||||||||
| 198 Inverness Drive West | Englewood | CO | 80112 | 452532084 | Healthcare | CO | 501(c)(3) | 9 | CHI |
| CHI National Home Care | |||||||||
| 198 Inverness Drive West | Englewood | CO | 80112 | 451261716 | Healthcare | CO | 501(c)(3) | 11a | CHI |
| Global Health Initiatives | |||||||||
| 198 Inverness Drive West | Englewood | CO | 80112 | 201536108 | Ministries | CO | 501(c)(3) | 11a | CHI |
| St Joseph Physician Enterprises | |||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 521311775 | Physicians | MD | 501(c)(3) | 11a | CHI |
| St Vincent Infirmary Medical Center | |||||||||
| 2 St Vincent Circle | Little Rock | AR | 72205 | 710236917 | Healthcare | AR | 501(c)(3) | 3 | CHI |
| St Anthony's Hospital Association | |||||||||
| 4 Hospital Drive | Morrilton | AR | 72110 | 710245507 | Healthcare | AR | 501(c)(3) | 3 | SVIMC |
| St Vincent Foundation | |||||||||
| Two St Vincent Circle | Little Rock | AR | 72205 | 510169537 | Fundraising | AR | 501(c)(3) | 11a | SVIMC |
| St Vincent Medical Group | |||||||||
| 2 St Vincent Circle | Little Rock | AR | 72205 | 710830696 | Healthcare | AR | 501(c)(3) | 9 | SVIMC |
| CHI Colorado | |||||||||
| 188 Inverness Drive West | Englewood | CO | 80112 | 840405257 | Healthcare | CO | 501(c)(3) | 3 | CHI |
| Mercy Regional Medical Center of Durango | |||||||||
| 1010 Three Springs Blvd | Durango | CO | 81301 | 840405515 | Healthcare | CO | 501(c)(3) | 3 | CHI |
| Catholic Health Initiatives Colorado Fou | |||||||||
| 961 East Colorado Avenue | Colorado Springs | CO | 80903 | 840902211 | Fundraising | CO | 501(c)(3) | 7 | CHI Colorado |
| Health SET | |||||||||
| 4200 West Conejos Place 436 | Denver | CO | 80204 | 841102943 | Low Inc.Care | CO | 501(c)(3) | 7 | CHI Colorado |
| Pueblo Stepup | |||||||||
| 1925 East Orman Avenue Suite G52 | Pueblo | CO | 81004 | 841234295 | Community | CO | 501(c)(3) | 7 | CHI |
| SET of Colorado Springs Inc | |||||||||
| 825 E Pikes Peak Avenue Bldg 29 | Colorado Springs | CO | 80903 | 841183335 | LTerm Care | CO | 501(c)(3) | 7 | CHI Colorado |
| Total Healthcare | |||||||||
| PO Box 7021 | Colorado Springs | CO | 80933 | 840927232 | Healthcare | CO | 501(c)(3) | 3 | CHI Colorado |
| Mercy Medical Center - Des Moines AKA | |||||||||
| 1111 6th Avenue | Des Moines | IA | 50314 | 420680448 | Healthcare | IA | 501(c)(3) | 3 | CHI-IA Corp |
| Bishop Drumm Retirement Center | |||||||||
| 1111 6th Avenue | Des Moines | IA | 50314 | 420725196 | LTerm Care | IA | 501(c)(3) | 9 | CHI-IA Corp |
| House of Mercy | |||||||||
| 1111 6th Avenue | Des Moines | IA | 50314 | 421323808 | Shelter | IA | 501(c)(3) | 7 | CHI-IA Corp |
| Mercy Clinics Inc | |||||||||
| 1111 6th Avenue | Des Moines | IA | 50314 | 421193699 | Physician | IA | 501(c)(3) | 9 | CHI-IA Corp |
| Mercy College of Health Sciences | |||||||||
| 1111 6th Avenue | Des Moines | IA | 50314 | 421511682 | Education | IA | 501(c)(3) | 2 | CHI-IA Corp |
| Mercy Foundation of Des Moines IA | |||||||||
| 1111 6th Avenue | Des Moines | IA | 50314 | 237358794 | Fundraising | IA | 501(c)(3) | 7 | CHI-IA Corp |
| Mercy Auxiliary of Central Iowa | |||||||||
| 1111 6th Avenue | Des Moines | IA | 50314 | 426076069 | Auxiliary | IA | 501(c)(3) | 11a | CHI-IA Corp |
| Mercy Professional Practice Associates | |||||||||
| 1111 6th Avenue | Des Moines | IA | 50314 | 421470935 | Physician | IA | 501(c)(3) | 9 | CHI-IA Corp |
| Mercy Medical Center - Centerville FKA | |||||||||
| 1 St Josephs Drive | Centerville | IA | 52544 | 420680308 | Healthcare | IA | 501(c)(3) | 3 | CHI-IA Corp |
| St Rose Ambulatory and Surgery Center F | |||||||||
| 3515 Broadway | Great Bend | KS | 67530 | 480543724 | Surgery Cntr | KS | 501(c)(3) | 3 | CHI |
| St Catherine Hospital | |||||||||
| 401 East Spruce Street | Garden City | KS | 67846 | 480543721 | Healthcare | KS | 501(c)(3) | 3 | CHI |
| St Catherine Hospital Development Found | |||||||||
| 401 East Spruce Street | Garden City | KS | 67846 | 200598702 | Fundraising | KS | 501(c)(3) | 11a | SCH |
| CHI Kentucky Inc | |||||||||
| 3900 Olympic Blvd Suite 400 | Erlanger | KY | 41018 | 202741651 | Healthcare | KY | 501(c)(3) | 11a | CHI |
| Saint Joseph Health System Inc | |||||||||
| 150 N Eagle Creek Dr | Lexington | KY | 40509 | 611334601 | Healthcare | KY | 501(c)(3) | 3 | CHI |
| Continuing Care Hospital | |||||||||
| 150 North Eagle Creek Drive | Lexington | KY | 40509 | 611400619 | LTACH | KY | 501(c)(3) | 3 | SJHS |
| Flaget Healthcare DBA Flaget Memorial | |||||||||
| 4305 New Shepherdsville Road | Bardstown | KY | 40004 | 611345363 | Healthcare | KY | 501(c)(3) | 3 | CHI |
| Flaget Memorial Hospital Foundation Inc | |||||||||
| 4305 New Shepherdsville Road | Bardstown | KY | 40004 | 562351341 | Fundraising | KY | 501(c)(3) | 11a | FH |
| Saint Joseph London Foundation Inc | |||||||||
| 310 East Ninth Street | London | KY | 40741 | 260438748 | Fundraising | KY | 501(c)(3) | 11a | SJHS |
| Saint Joseph Berea Hospital Foundation | |||||||||
| 305 Estill Street | Berea | KY | 40403 | 260152877 | Fundraising | KY | 501(c)(3) | 7 | SJHS |
| St Joseph Hospital Foundation Inc | |||||||||
| 305 Estill Street | Lexington | KY | 40504 | 611159649 | Fundraising | KY | 501(c)(3) | 11a | SJHS |
| Saint Joseph Medical Foundation Inc | |||||||||
| One St Joseph Drive | Lexington | KY | 40504 | 311539059 | Phy Practices | KY | 501(c)(3) | 3 | SJHS |
| Saint Joseph Mount Sterling Foundation | |||||||||
| 50 Sterling Avenue | Mount Sterling | KY | 40353 | 272884584 | Fundraising | KY | 501(c)(3) | 7 | SJHS |
| St Joseph Medical Center Inc | |||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 520591461 | Healthcare | MD | 501(c)(3) | 3 | CHI |
| St Joseph Medical Center Foundation In | |||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 521681044 | Fundraising | MD | 501(c)(3) | 7 | SJMC |
| Alverna Apartments | |||||||||
| 300 SE 8th Avenue | Little Falls | MN | 56345 | 411351177 | Lterm Care | MN | 501(c)(3) | 9 | CHI |
| Lakewood Health Center | |||||||||
| 600 Main Avenue South | Baudette | MN | 56623 | 410758434 | LTerm Care | MN | 501(c)(3) | 3 | CHI |
| St Francis Home | |||||||||
| 2400 St Francis Drive | Breckenridge | MN | 56520 | 410729978 | LTerm Care | MN | 501(c)(3) | 9 | CHI |
| Appletree Court | |||||||||
| 601 Oak Street | Breckenridge | MN | 56520 | 411850500 | Senior Homes | MN | 501(c)(3) | 9 | SFH |
| St Francis Medical Center | |||||||||
| 2400 St Francis Drive | Breckenridge | MN | 56520 | 410695598 | Healthcare | MN | 501(c)(3) | 3 | CHI |
| Healthcare and Wellness Foundation | |||||||||
| 2400 St Francis Drive | Breckenridge | MN | 56520 | 760761782 | Fundraising | MN | 501(c)(3) | 11a | SFMC |
| St Joseph's Area Health Services | |||||||||
| 600 Pleasant Avenue | Park Rapids | MN | 56470 | 410695603 | Healthcare | MN | 501(c)(3) | 3 | CHI |
| Unity Family Healthcare | |||||||||
| 815 2nd Street SE | Little Falls | MN | 56345 | 410721642 | Healthcare | MN | 501(c)(3) | 3 | CHI |
| St John's Regional Medical Center | |||||||||
| 2727 McClelland Blvd | Joplin | MO | 64804 | 440545809 | Healthcare | MO | 501(c)(3) | 3 | CHI |
| Mercy Lifecare Systems | |||||||||
| 2727 McClelland Blvd | Joplin | MO | 64804 | 431305163 | Property Mgmt | MO | 501(c)(3) | 11a | SJRMC |
| MNMCH Inc | |||||||||
| 220 North Pennsylvania | Columbus | KS | 66725 | 481216238 | Healthcare | KS | 501(c)(3) | 3 | SJRMC |
| St John's Medical Group | |||||||||
| 2727 McClelland Blvd | Joplin | MO | 64804 | 431882377 | Phys Practice | MO | 501(c)(3) | 9 | SJRMC |
| St John's Mercy Regional Foundation | |||||||||
| 2727 McClelland Blvd | Joplin | MO | 64804 | 431308084 | Fundraising | MO | 501(c)(3) | 7 | SJRMC |
| Alegent Health - Bergan Mercy Health Sys | |||||||||
| 7500 Mercy Road | Omaha | NE | 68124 | 470484764 | Healthcare | NE | 501(c)(3) | 3 | CHI |
| Alegent Health - Mercy Hospital Corning | |||||||||
| PO Box 368 | Corning | IA | 50841 | 420782518 | Healthcare | IA | 501(c)(3) | 3 | AHBMHS |
| Mercy Health Care Foundation | |||||||||
| PO Box 368 | Corning | IA | 50841 | 421461064 | Fundraising | NE | 501(c)(3) | 11a | AHMH |
| Mercy Hospital Foundation Council Bluff | |||||||||
| 800 Mercy Drive | Council Bluffs | IA | 51503 | 421178204 | Fundraising | IA | 501(c)(3) | 11a | AHBMHS |
| CHI Nebraska | |||||||||
| 555 South 70th Street | Lincoln | NE | 68510 | 363233121 | Healthcare | NE | 501(c)(3) | 11a | CHI |
| The Physician Network | |||||||||
| 8055 O Street Suite 300 | Lincoln | NE | 68510 | 470780857 | Phys Practice | NE | 501(c)(3) | 11a | CHI Nebraska |
| Good Samaritan Hospital | |||||||||
| PO Box 1990 | Kearney | NE | 68848 | 470379755 | HealthCare | NE | 501(c)(3) | 3 | CHI Nebraska |
| Good Samaritan Hospital Foundation | |||||||||
| PO Box 1810 | Kearney | NE | 68848 | 470659443 | Fundraising | NE | 501(c)(3) | 7 | GSH |
| Catholic Health Care Federation | |||||||||
| 198 Inverness Drive West | Englewood | CO | 80112 | 208473567 | Jurdic Person | CO | 501(c)(3) | 11a | CHI |
| Saint Elizabeth Regional Medical Center | |||||||||
| 555 South 70th Street | Lincoln | NE | 68510 | 470379836 | Healthcare | NE | 501(c)(3) | 3 | CHI Nebraska |
| Saint Elizabeth Foundation | |||||||||
| 555 South 70th Street | Lincoln | NE | 68510 | 470625523 | Fundraising | NE | 501(c)(3) | 7 | SERMC |
| Saint Elizabeth Health Services | |||||||||
| 555 South 70th Street | Lincoln | NE | 68510 | 363233120 | Healthcare | NE | 501(c)(3) | 3 | SERMC |
| Saint Francis Medical Center | |||||||||
| PO Box 9804 | Grand Island | NE | 68802 | 470376601 | HealthCare | NE | 501(c)(3) | 3 | CHI Nebraska |
| Saint Francis Medical Center Foundation | |||||||||
| PO Box 9804 | Grand Island | NE | 68802 | 470630267 | Fundraising | NE | 501(c)(3) | 7 | SFMC |
| St Mary's Hospital | |||||||||
| 1314 3rd Avenue | Nebraska City | NE | 68410 | 470443636 | Healthcare | NE | 501(c)(3) | 3 | CHI Nebraska |
| St Mary's Hospital Foundation | |||||||||
| 1314 3rd Avenue | Nebraska City | NE | 68410 | 470707604 | Fundraising | NE | 501(c)(3) | 7 | SMH |
| Saint Clare's Health Services Inc | |||||||||
| 25 Pocono Road | Denville | NJ | 07834 | 223639733 | Management | NJ | 501(c)(3) | 7 | CHI |
| Saint Clare's Community Care | |||||||||
| 66 Ford Road | Denville | NJ | 07834 | 222876836 | Healthcare | NJ | 501(c)(3) | 11b | SCHS |
| Saint Clare's Foundation Inc | |||||||||
| 66 Ford Road | Denville | NJ | 07834 | 222502997 | Fundraising | NJ | 501(c)(3) | 7 | SCHS |
| Saint Clare's Hospital | |||||||||
| 66 Ford Road | Denville | NJ | 07834 | 223319886 | Healthcare | NJ | 501(c)(3) | 3 | CHI |
| St Francis Life Care Corporation | |||||||||
| 19 Pocono Road | Denville | NJ | 07834 | 222536017 | Elderly Care | NJ | 501(c)(3) | 9 | SCHS |
| Visiting Nurse Association of Saint Clar | |||||||||
| 191 Woodport Road | Sparta | NJ | 07871 | 221768334 | Home Health | NJ | 501(c)(3) | 9 | SCHS |
| St Joseph Community Health Services | |||||||||
| 300 Central Ave SW Suite 3000W | Albuquerque | NM | 87102 | 710897107 | Community | NM | 501(c)(3) | 11a | CHI |
| CHI Health Connect at Home - Fargo | |||||||||
| 4816 Amber Valley Parkway | Fargo | ND | 58104 | 271966847 | Healthcare | ND | 501(c)(3) | 3 | CHI |
| Carrington Health Center | |||||||||
| 800 North 4th Street | Carrington | ND | 58421 | 450227311 | Healthcare | ND | 501(c)(3) | 3 | CHI |
| Lisbon Area Health Services | |||||||||
| 905 Main Street | Lisbon | ND | 58054 | 820558836 | Healthcare | ND | 501(c)(3) | 3 | CHI |
| Mercy Hospital of Devils Lake | |||||||||
| 1031 East Seventh Street | Devils Lake | ND | 58301 | 450227012 | Healthcare | ND | 501(c)(3) | 3 | CHI |
| The Mercy Hospital of Devils Lake Fdn | |||||||||
| 1031 East Seventh Street | Devils Lake | ND | 58301 | 352367360 | Fundraising | ND | 501(c)(3) | 11a | MHDL |
| Mercy Hospital of Valley City | |||||||||
| 570 Chautauqua Boulevard | Valley City | ND | 58072 | 450226553 | Healthcare | ND | 501(c)(3) | 3 | CHI |
| Mercy Medical Center | |||||||||
| 1301 15th Avenue West | Williston | ND | 58801 | 450231183 | Healthcare | ND | 501(c)(3) | 3 | CHI |
| Mercy Medical Foundation | |||||||||
| 1301 15th Avenue West | Williston | ND | 58801 | 450381803 | Fundraising | ND | 501(c)(3) | 11a | MMC |
| Oakes Community Hospital | |||||||||
| 314 South 8th Street | Oakes | ND | 58474 | 450231675 | Healthcare | ND | 501(c)(3) | 3 | CHI |
| Oakes Community Hospital Foundation | |||||||||
| 314 South 8th Street | Oakes | ND | 58474 | 710966606 | Fundraising | ND | 501(c)(3) | 11a | OCH |
| St Joseph's Hospital and Health Center | |||||||||
| 30 West 7th Street | Dickinson | ND | 58601 | 450226429 | Healthcare | ND | 501(c)(3) | 3 | CHI |
| Saint Joseph's Hospital Foundation | |||||||||
| 30 West 7th Street | Dickinson | ND | 58601 | 363418207 | Fundraising | ND | 501(c)(3) | 11a | SJHHC |
| Villa Nazareth Inc | |||||||||
| 801 Page Drive | Fargo | ND | 58103 | 450226714 | LT Care | ND | 501(c)(3) | 9 | CHI |
| Samaritan Health Partners | |||||||||
| 2222 Philadelphia Drive | Dayton | OH | 45406 | 311107411 | Healthcare | OH | 501(c)(3) | 11a | CHI |
| Samaritan Behavioral Health | |||||||||
| 601 S Edwin C Moses Blvd | Dayton | OH | 45408 | 020633634 | Healthcare | OH | 501(c)(3) | 3 | SHP |
| Samaritan Health Foundation | |||||||||
| 2222 Philadelphia Drive | Dayton | OH | 45406 | 237296923 | Fundraising | OH | 501(c)(3) | 7 | SHP |
| The Good Samaritan Hospital of Cincinnat | |||||||||
| 619 Oak Street Accounting-3 West | Cincinnati | OH | 45206 | 310537486 | Healthcare | OH | 501(c)(3) | 3 | TRI-HEALTH |
| The Community Limited Care Dialysis Cent | |||||||||
| 619 Oak Street Accounting-3 West | Cincinnati | OH | 45206 | 237419853 | Dialysis | OH | 501(c)(2) | none | GSH |
| Good Samaritan College of Nursing & Heal | |||||||||
| 375 Dixmyth Ave | Cincinnati | OH | 45220 | 311778403 | Education | KY | 501(c)(3) | 2 | GHS |
| Good Samaritan Foundation of Cincinnati | |||||||||
| 619 Oak Street Accounting-3 West | Cincinnati | OH | 45206 | 311206047 | Fundraising | OH | 501(c)(3) | 11a | GSH |
| Hospital Association for St Joseph Hosp | |||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 526050777 | Healthcare | MD | 501(c)(3) | 9 | SJMC |
| Mercy Medical Center | |||||||||
| 2700 Stewart Parkway | Roseburg | OR | 97470 | 930386868 | Healthcare | OR | 501(c)(3) | 3 | CHI |
| Centennial Medical Group Inc | |||||||||
| 2700 Stewart Parkway | Roseburg | OR | 97470 | 900433062 | Physicians | OR | 501(c)(3) | 9 | MMC |
| Linus Oakes Inc | |||||||||
| 2700 Stewart Parkway | Roseburg | OR | 97470 | 930821381 | Senior Living | OR | 501(c)(3) | 9 | MMC |
| Mercy Foundation Inc | |||||||||
| 2700 Stewart Parkway | Roseburg | OR | 97470 | 936088946 | Fundraising | OR | 501(c)(3) | 7 | MMC |
| Mt St Joseph Inc | |||||||||
| 3060 SE Stark Street | Portland | OR | 97214 | 930386870 | Nursing Care | OR | 501(c)(3) | 9 | CHI |
| St Anthony Hospital | |||||||||
| 1601 SE Court Avenue | Pendleton | OR | 97801 | 930391614 | Healthcare | OR | 501(c)(3) | 3 | CHI |
| St Anthony Hospital Foundation | |||||||||
| 1601 SE Court Avenue | Pendleton | OR | 97801 | 930992727 | Fundraising | OR | 501(c)(3) | 11a | SA Hospital |
| St Dominic at Ontario | |||||||||
| 351 SW 9th Street | Ontario | OR | 97914 | 930433692 | Healthcare | OR | 501(c)(3) | 3 | CHI |
| St Francis of Baker City | |||||||||
| 3325 Pocahontas Road | Baker City | OR | 97814 | 930412495 | Healthcare | OR | 501(c)(3) | 3 | CHI |
| St Joseph Health Ministries | |||||||||
| 1929 Lincoln Hwy E Ste 150 | Lancaster | PA | 17602 | 232342997 | Health | PA | 501(c)(3) | 11a | CHI |
| St Joseph Health Ministries Foundation | |||||||||
| 1929 Lincoln Hwy E Ste 150 | Lancaster | PA | 17602 | 232605579 | Fundraising | PA | 501(c)(3) | 11a | SJHM |
| St Joseph Health Services Inc | |||||||||
| 1929 Lincoln Hwy E Ste 150 | Lancaster | PA | 17602 | 201425375 | Dental care | PA | 501(c)(3) | 11a | SJHM |
| St Joseph Regional Health Network | |||||||||
| 2500 Bernville Road PO Box 316 | Reading | PA | 19603 | 231352211 | Healthcare | PA | 501(c)(3) | 3 | CHI |
| St Joseph Medical Group | |||||||||
| 2500 Bernville Road PO Box 316 | Reading | PA | 19603 | 208544021 | Healthcare | PA | 501(c)(3) | 9 | BHC |
| St Joseph Medical Center Foundation | |||||||||
| 2500 Bernville Road PO Box 316 | Reading | PA | 19603 | 232649362 | Fundraising | PA | 501(c)(3) | 11a | SJRHN |
| St Mary's Healthcare Center | |||||||||
| 801 East Sioux Avenue | Pierre | SD | 57501 | 460230199 | Healthcare | SD | 501(c)(3) | 3 | CHI |
| Gettysburg Medical Center | |||||||||
| 606 East Garfield Avenue | Gettysburg | SD | 57442 | 460234354 | Healthcare | SD | 501(c)(3) | 3 | SMHC |
| Memorial Health Care System Inc | |||||||||
| 2525 De Sales Avenue | Chattanooga | TN | 37404 | 620532345 | Healthcare | TN | 501(c)(3) | 3 | CHI |
| Memorial Health Care System Foundation | |||||||||
| 2525 De Sales Avenue | Chattanooga | TN | 37404 | 621839548 | Fundraising | TN | 501(c)(3) | 7 | MHCS |
| Memorial Health Partners Foundation Inc | |||||||||
| 6028 Shallowford Road | Chattanooga | TN | 37421 | 030417049 | Healthcare | TN | 501(c)(3) | 9 | MHCS |
| Franciscan Health System FKA Franciscan | |||||||||
| 1717 South J Street | Tacoma | WA | 98405 | 910564491 | Healthcare | WA | 501(c)(3) | 3 | CHI |
| Enumclaw Regional Hospital Association | |||||||||
| 1450 Battersby Avenue | Enumclaw | WA | 98022 | 910715805 | Healthcare | WA | 501(c)(3) | 3 | FHS |
| Franciscan Foundation | |||||||||
| 1717 South J Street | Tacoma | WA | 98405 | 911145592 | Fundraising | WA | 501(c)(3) | 9 | FHS |
| Franciscan Medical Group | |||||||||
| 1708 South Yakima Avenue | Tacoma | WA | 98405 | 911939739 | Healthcare | WA | 501(c)(3) | 9 | FHS |
| Franciscan Villa of South Milwaukee Inc | |||||||||
| 3601 South Chicago Avenue | South Milwaukee | WI | 53172 | 391093829 | Healthcare | WI | 501(c)(3) | 9 | CHI |
Form990 Schedule R Part III Form990ScheduleRPartIII (20 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHI Operating Investment Program LP | ||||||||||||||
| 198 Inverness Drive West | Englewood | CO | 80112 | 470727942 | Investments | CO | CHI | Investment | 256854242 | 5189978011 | false | $14,031 | true | 1.00000 |
| North River Surgery Center LLC | ||||||||||||||
| 2209 Wildwood Avenue | Sherwood | AR | 72120 | 710799771 | Ambul Surg Ctr | AR | SVIMC | Related | 198313 | 1758688 | false | false | 0.57450 | |
| Audubon Land Company LLC | ||||||||||||||
| 5390 N Academy Blvd Suite 300 | Colorado Springs | CO | 80918 | 841513085 | Real Estate | CO | THC | Related | -157673 | 14390550 | false | false | 0.50100 | |
| OrthoColorado LLC | ||||||||||||||
| 11650 West 2nd Place | Lakewood | CO | 80255 | 371577105 | Ortho Hospital | CO | THC | Related | -3249314 | 10905384 | false | false | 0.60000 | |
| Penrad Imaging | ||||||||||||||
| 1390 Kelly Johnson Blvd | Colorado Springs | CO | 80920 | 841072619 | Medical Imaging | CO | THC | Related | 1857228 | 5457224 | false | false | 0.70000 | |
| St Anthony Regional Mtn Cancer Center | ||||||||||||||
| 4231 W 16th Avenue | Denver | CO | 80112 | 371568013 | Cancer Center | CO | THC | Related | -290552 | false | false | 0.51000 | ||
| St Francis Land Company | ||||||||||||||
| 5390 N Academy Blvd Suite 300 | Colorado Springs | CO | 80918 | 263134100 | Real Estate | CO | THC | Related | -180979 | 14886022 | false | false | 0.51000 | |
| Bluegrass Regional Imaging Center | ||||||||||||||
| 1218 South Broadway Suite 310 | Lexington | KY | 40504 | 611386736 | Diagnostic | KY | SJHS | Related | false | false | 0.65000 | |||
| St Joseph-PAML LLC | ||||||||||||||
| 424 Lewis Hargett Circle Ste 160 | Lexington | KY | 40503 | 452116736 | Mgmt Svcs | KY | SJHS | Related | false | true | 0.62500 | |||
| Saint Joseph SCA Holdings LLC | ||||||||||||||
| 424 Lewis Hargett Circle Ste 160 | Lexington | KY | 40503 | 453801157 | OP Surgery | DE | SJHS | Related | false | true | 0.51000 | |||
| Surgery Center of Lexington LLC | ||||||||||||||
| 1451 Harrodsburg Road | Lexington | KY | 40504 | 621179539 | Surgery Center | DE | SJHS | Related | 808840 | 4236901 | false | true | 0.51000 | |
| Ruxton Surgicenter LLC | ||||||||||||||
| 8322 Bellona Avenue Suite 201 | Baltimore | MD | 21204 | 522095835 | Surgery Center | MD | SJMC | Related | false | true | 0.51000 | |||
| Avantas LLC | ||||||||||||||
| 1207 South 13 Street | Omaha | NE | 68108 | 392045003 | healthcare | NE | AHMH | related | false | 0.95000 | ||||
| Healthcare Support Services LLC | ||||||||||||||
| PO Box 9804 | Grand Island | NE | 68802 | 721546196 | Laundry | NE | CHI | Related | 196124 | 3913481 | false | -$58,436 | false | 1.00000 |
| Central Nebraska Home Care Services | ||||||||||||||
| PO Box 1146-4510 Second Avenue | Kearney | NE | 68848 | 470692112 | Healthcare Srvc | NE | HSEINC | Related | -99941 | 1021498 | false | -$48,712 | true | 1.00000 |
| Superior Medical Imaging LLC | ||||||||||||||
| 5000 North 26th Street | Lincoln | NE | 68521 | 262884555 | OP Diagnostics | NE | SERMC | Related | false | false | 0.51000 | |||
| Central Nebraska Rehab Services | ||||||||||||||
| 3004 W Faidley Ave | Grand Island | NE | 68802 | 810653461 | Physical Therapy | NE | CHI | Related | 1857991 | 2262775 | false | false | 0.51000 | |
| St Francis Medical Center Associates | ||||||||||||||
| 1717 South J Street | Tacoma | WA | 98405 | 911352698 | Med. Office | WA | FHS | Related | 116948 | 1652280 | false | false | 0.54210 | |
| Peninsula Radiation Oncology | ||||||||||||||
| 314 Martin Luther King Jr Way 11 | Tacoma | WA | 98405 | 870808610 | Healthcare Srvc | WA | FHS | Related | 131195 | 3052504 | false | false | 0.60000 | |
| Berywood Office Properties LLC | ||||||||||||||
| 400 Berywood Trail | Cleveland | TN | 37312 | 621875199 | Phys Office | TN | MHCS | Related | false | true | 0.63000 | |||
Form990 Schedule R Part IV Form990ScheduleRPartIV (45 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 EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Share Of Total IncomeShareOfTotalIncome |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alternative Insurance Management Service | |||||||||||||||||
| 3900 Olympic Boulevard Suite 400 | Erlanger | KY | 41018 | 841112049 | Management Servic | CO | CHI | C Corp | 3267441 | 1.00000 | |||||||
| Captive Management Initiatives | |||||||||||||||||
| 980663022 | Captive Managemen | CHI | C Corp | 1.00000 | PO Box 10073 APO | GeorgeTown | Grand Cayman | CJ | KY1-1001 | CJ | |||||||
| Center for Translational Research | |||||||||||||||||
| 198 Inverness Drive West | Englewood | CO | 80112 | 272269511 | Healthcare | CO | CHI | C Corp | 1668589 | 1.00000 | -2247962 | ||||||
| First Initiatives Insurance Ltd | |||||||||||||||||
| 980203038 | Insurance | CHI | C Corp | 1.00000 | PO Box 10073 APO | GeorgeTown | Grand Cayman | CJ | KY1-1001 | CJ | |||||||
| Franciscan Services Inc | |||||||||||||||||
| 198 Inverness Drive West | Englewood | CO | 80112 | 232487967 | Healthcare | CO | CHI | C Corp | 11914284 | 1.00000 | -507578 | ||||||
| SJH Services Corporation | |||||||||||||||||
| 198 Inverness Drive West | Englewood | CO | 80112 | 232307408 | Healthcare | CO | FSI | C Corp | 3180100 | 1.00000 | -518360 | ||||||
| St Joseph Development Company Inc | |||||||||||||||||
| 1717 South J Street | Tacoma | WA | 98405 | 911480569 | Rental | WA | FSI | C Corp | 12168022 | 1.00000 | -36395 | ||||||
| Towson Management Inc | |||||||||||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 521710750 | Management Servic | MD | FSI | C Corp | 498393 | 1.00000 | -469016 | ||||||
| Nazareth Assurance Company | |||||||||||||||||
| 76 St Paul Street Suite 500 | Burlington | VT | 05401 | 030304831 | Insurance | VT | CHI | C Corp | 123535 | 1.00000 | -379 | ||||||
| St Vincent Community Health Services In | |||||||||||||||||
| Two St Vincent Circle | Little Rock | AR | 72205 | 710710785 | Healthcare | AR | SVIMC | C Corp | 14049375 | 1.00000 | 2309129 | ||||||
| Comcare Services | |||||||||||||||||
| 4231 W 16th Avenue | Denver | CO | 80204 | 840904813 | Inactive | CO | CHIC | C Corp | 1.00000 | ||||||||
| Des Moines Medical Center Inc | |||||||||||||||||
| 1111 6th Avenue | Des Moines | IA | 50314 | 420837382 | Real Estate | IA | CHI-IA Corp | C Corp | 1253452 | 0.92980 | |||||||
| Mercy Park Apartments Ltd | |||||||||||||||||
| 1111 6th Avenue | Des Moines | IA | 50314 | 421202422 | Housing | IA | CHI-IA Corp | C Corp | 1796053 | 1.00000 | 264489 | ||||||
| Central Kansas Health Services Associati | |||||||||||||||||
| 3515 Broadway | Great Bend | KS | 67530 | 481042853 | MEDICAL EQUIPMENT | KS | CKMC | C Corp | 1.00000 | ||||||||
| SJL Physician Management Services Inc | |||||||||||||||||
| 424 Lewis Hargett Cr 160 | Lexington | KY | 40503 | 270164198 | Management | KY | SJHS | C Corp | 1.00000 | ||||||||
| St Joseph Office Park Association | |||||||||||||||||
| 1401 HarrodsBurg Road Bldg B70 | Lexington | KY | 40504 | 611079899 | Management | KY | SJHS | C Corp | 882139 | 0.85000 | 16644 | ||||||
| Mercy Health Services Corporation | |||||||||||||||||
| 2727 McClelland Blvd | Joplin | MO | 64804 | 431457881 | DME | MO | St John's RMC | C Corp | 1369083 | 1.00000 | -1533371 | ||||||
| Good Samaritan Outreach Services | |||||||||||||||||
| PO BOX 1990 | Kearney | NE | 68848 | 470659440 | MEDICAL CLINIC | NE | CHI Nebraska | C Corp | 355110 | 1.00000 | -2921063 | ||||||
| Health Systems Enterprises Inc | |||||||||||||||||
| PO BOX 1990 | Kearney | NE | 68848 | 470664558 | MANAGEMENT | NE | GSH | C Corp | 1443049 | 1.00000 | 25289 | ||||||
| Saint Clare's Primary Care Inc | |||||||||||||||||
| 66 Ford Road | Denville | NJ | 07834 | 222441202 | Billing Services | NJ | SCCC | C Corp | 2177166 | 1.00000 | -342970 | ||||||
| MedQuest | |||||||||||||||||
| 1301 15th Avenue West | Williston | ND | 58801 | 450392137 | Sale of DME | ND | MHof Williston | C Corp | 962554 | 1.00000 | 9852 | ||||||
| Consolidated Health Services | |||||||||||||||||
| 1700 Edison Drive | Milford | OH | 45150 | 311378212 | Home Health | OH | CHI | C Corp | 11595125 | 1.00000 | |||||||
| American Nursing Care | |||||||||||||||||
| 1700 Edison Drive | Milford | OH | 45150 | 311085414 | Home Health | OH | CHS | C Corp | 44470358 | 1.00000 | 1765139 | ||||||
| Amerimed Inc | |||||||||||||||||
| 1700 Edison Drive | Milford | OH | 45150 | 311158699 | Home Health | OH | ANC | C Corp | 11869657 | 1.00000 | 2337294 | ||||||
| Patient Transport Services Inc | |||||||||||||||||
| 1700 Edison Drive | Milford | OH | 45150 | 311100798 | Home Health | OH | ANC | C Corp | 5325941 | 1.00000 | 546029 | ||||||
| Samaritan Family Care Inc | |||||||||||||||||
| 198 Inverness Drive West | Englewood | CO | 80112 | 311299450 | Healthcare | OH | SHP | C Corp | 1.00000 | ||||||||
| Mercy Services Corp | |||||||||||||||||
| 40 W Fourth St 1700 | Dayton | OH | 45402 | 930824308 | Retail Sales | OR | MMC | C Corp | 954798 | 1.00000 | -690267 | ||||||
| St Anthony Development Company | |||||||||||||||||
| 1415 Southgate | Pendleton | OR | 97801 | 931216943 | Athletic Club | OR | St Anthony H | C Corp | 3007554 | 1.00000 | 53891 | ||||||
| CGH Realty Company Inc | |||||||||||||||||
| 215 N 12th St | Reading | PA | 19603 | 232326801 | Real Estate | PA | SJHM | C Corp | 42415 | 1.00000 | 1007 | ||||||
| Caduceus Medical Associates Inc | |||||||||||||||||
| 6028 Shallowford Road Suite D | Chattanooga | TN | 37422 | 621570736 | Healthcare | TN | MHCS | C Corp | 1008 | 1.00000 | |||||||
| Mountain Management Services Inc | |||||||||||||||||
| 6028D Shallowford Road | Chattanooga | TN | 37422 | 621570739 | mgmt svc org | TN | MHCS | C Corp | 4667998 | 1.00000 | -386020 | ||||||
| Physician Health System Network | |||||||||||||||||
| 1149 Market St | Tacoma | WA | 98402 | 911746721 | Health Org. | WA | FHS | C Corp | 1.00000 | ||||||||
| Healthcare Mgmt Services Org Inc | |||||||||||||||||
| 1149 Market St | Tacoma | WA | 98402 | 911865474 | Health Org. | WA | FHS | C Corp | 1.00000 | ||||||||
| Harold W Rase 1995 Charitable Unittrust | |||||||||||||||||
| 30 West 7th Street | Dickinson | ND | 58601 | 456090420 | Investments | ND | SJHHC | Trust | 21533 | 1.00000 | 1240 | ||||||
| Harold W Rase 1996 Charitable Unittrust | |||||||||||||||||
| 30 West 7th Street | Dickinson | ND | 58601 | 206037112 | Investments | ND | SJHHC | Trust | 15495 | 1.00000 | 900 | ||||||
| Harold W Rase 1997 Charitable Unittrust | |||||||||||||||||
| 30 West 7th Street | Dickinson | ND | 58601 | 206037104 | Investments | ND | SJHHC | Trust | 20261 | 1.00000 | 1025 | ||||||
| Harold W Rase 1999 Charitable Unittrust | |||||||||||||||||
| 30 West 7th Street | Dickinson | ND | 58601 | 206037099 | Investments | ND | SJHHC | Trust | 25027 | 1.00000 | 1313 | ||||||
| James & Henrietta Nistler Unitrust | |||||||||||||||||
| 30 West 7th Street | Dickinson | ND | 58601 | 206021899 | Investments | ND | SJHHC | Trust | 41455 | 1.00000 | -16708 | ||||||
| Joseph A Schuster Annuity Trust #1 | |||||||||||||||||
| 400 Univerity Avenue | Des Moines | IA | 50314 | 421195122 | Investments | IA | MFDM | Trust | 441488 | 1.00000 | 18924 | ||||||
| Ray & Shirley David 1999 Unitrust | |||||||||||||||||
| 30 West 7th Street | Dickinson | ND | 58601 | 206037077 | Investments | ND | SJHHC | Trust | 24194 | 1.00000 | 1250 | ||||||
| Tom Deyle Charitable Remainder Unitrust | |||||||||||||||||
| PO Box 1810 | Kearney | NE | 68848 | 476192393 | Investments | NE | GSHF | Trust | 166321 | 1.00000 | 4884 | ||||||
| David Deyle Charitable Remainder Unitrus | |||||||||||||||||
| PO Box 1810 | Kearney | NE | 68848 | 476192395 | Investments | NE | GSHF | Trust | 166425 | 1.00000 | 4880 | ||||||
| Jeanne Deyle Charitable Remainder Unitru | |||||||||||||||||
| PO Box 1810 | Kearney | NE | 68848 | 476192398 | Investments | NE | GSHF | Trust | 166320 | 1.00000 | 4880 | ||||||
| Lodesca Miller Charitable Remainder Unit | |||||||||||||||||
| PO Box 1810 | Kearney | NE | 68848 | 476186933 | Investments | NE | GSHF | Trust | 86367 | 1.00000 | 3387 | ||||||
| Robert & Wanda Charitable Remainder Unit | |||||||||||||||||
| PO Box 1810 | Kearney | NE | 68848 | 266191916 | Investments | NE | GSHF | Trust | 537775 | 1.00000 | 13030 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | 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 | true | 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 | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (194 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Alegent Health-Bergan Mercy Health System | |
| a | 7909158 |
| Alverna Apartments | |
| a | 75515 |
| Central Kansas Medical Center | |
| a | 409914 |
| CHI Colorado | |
| a | 7154311 |
| CHI Iowa Corp | |
| a | 7911756 |
| CHI Nebraska | |
| a | 3661582 |
| Enumclaw Hospital | |
| a | 657501 |
| Flaget Healthcare Inc | |
| a | 941271 |
| Franciscan Health Services | |
| a | 8326110 |
| Franciscan Villa | |
| a | 209467 |
| Good Samaritan Hospital | |
| a | 1562748 |
| Good Samaritan Hospital | |
| a | 6088200 |
| Jewish Hospital & St Mary's | |
| a | 1333615 |
| Lakewood Health Centers | |
| a | 161015 |
| Lisbon Area Health | |
| a | 72625 |
| Memorial Health Care System | |
| a | 1754856 |
| Mercy Medical Center - Centerville | |
| a | 69709 |
| Mercy Medical Center Inc | |
| a | 1988069 |
| Mercy Medical Center-Wiliston | |
| a | 81985 |
| Mercy Regional Medical Center | |
| a | 3518751 |
| Oakes Community Hospital | |
| a | 284478 |
| St Mary's Community Hospital | |
| a | 54939 |
| St Anthony Hospital | |
| a | 493001 |
| St Catherine Hospital | |
| a | 897327 |
| St Clare Hospital | |
| a | 3893022 |
| St Francis Medical Center-Breckenridge | |
| a | 516869 |
| St Joseph Health System - Lexington | |
| a | 12914047 |
| St Joseph Medical Center-Towson | |
| a | 5123379 |
| St Joseph Regional Health Network | |
| a | 6417411 |
| St Joseph's Area Health Services | |
| a | 128240 |
| St Joseph's Hospital and Health Center | |
| a | 1049735 |
| St Vincent Infirmary Medical Center | |
| a | 4711718 |
| The Good Samaritan Hospital of Cincinnati | |
| a | 6222172 |
| Unity Family Healthcare | |
| a | 890274 |
| Villa Nazareth | |
| a | 236571 |
| CHI Colorado | |
| b | 200000 |
| Franciscan Foundation | |
| b | 121348 |
| Good Samaritan Foundation | |
| b | 79881 |
| Memorial Health Care System | |
| b | 117180 |
| Mercy Foundation | |
| b | 63000 |
| Mercy Hospital-Valley City | |
| b | 79539 |
| Mercy Regional Medical Center | |
| b | 95368 |
| Samaritan Behavioral Health | |
| b | 137368 |
| SET of Colorado | |
| b | 125000 |
| St Joseph Community Health | |
| b | 275000 |
| St Catherine Hospital | |
| b | 66965 |
| St Clare Hospital | |
| b | 107329 |
| St Elizabeth Foundation | |
| b | 203248 |
| St Francis Medical Center-Grand Island | |
| b | 90681 |
| St Joseph Health System - Lexington | |
| b | 265350 |
| St Joseph Medical Center Foundation | |
| b | 238693 |
| St Joseph Medical Center Foundation | |
| b | 77962 |
| St Joseph's Area Health Services | |
| b | 118823 |
| Unity Family Healthcare | |
| b | 74878 |
| Alegent Health-Bergan Mercy Health System | |
| d | 37962741 |
| CHI Colorado | |
| d | 50000000 |
| Enumclaw Hospital | |
| d | 14000000 |
| St Clare Hospital | |
| d | 40000000 |
| St Joseph Health System - Lexington | |
| d | 48500000 |
| St Joseph Medical Center-Towson | |
| d | 22000000 |
| St Vincent Infirmary Medical Center | |
| d | 7102218 |
| Alegent Health-Bergan Mercy Health System | |
| k | 1124210 |
| Alternative Insurance Mgmet Services | |
| k | 202236 |
| Bluegrass Imaging | |
| k | 419460 |
| Carrington Health Center | |
| k | 2470267 |
| Central Kansas Medical Center | |
| k | 5870000 |
| Central Nebraska Home Care | |
| k | 157980 |
| CHI Center for Translational Research | |
| k | 53890 |
| CHI Colorado | |
| k | 13173085 |
| CHI Health Connect at Home | |
| k | 466159 |
| CHI Iowa Corp | |
| k | 100138246 |
| CHI Nebraska | |
| k | 60834500 |
| Continuing Care | |
| k | 1089963 |
| Enumclaw Hospital | |
| k | 4374720 |
| First Initiatives Insurance Ltd | |
| k | 346057 |
| Flaget Healthcare Inc | |
| k | 7518045 |
| Franciscan Health Services | |
| k | 115906483 |
| Franciscan Villa | |
| k | 1944560 |
| Gettysburg Medical Center | |
| k | 71586 |
| Good Samaritan Hospital | |
| k | 15969265 |
| Good Samaritan Hospital | |
| k | 8438679 |
| Jewish Hospital & St Mary's | |
| k | 687498 |
| Lakewood Health Centers | |
| k | 2683869 |
| Lisbon Area Health | |
| k | 1746541 |
| Memorial Health Care System | |
| k | 67189509 |
| Mercy Hospital of Devils Lake | |
| k | 3428629 |
| Mercy Hospital-Valley City | |
| k | 2256572 |
| Mercy Medical Center - Centerville | |
| k | 192052 |
| Mercy Medical Center Inc | |
| k | 21040079 |
| Mercy Medical Center-Wiliston | |
| k | 6175322 |
| Mercy Regional Medical Center | |
| k | 11237157 |
| Oakes Community Hospital | |
| k | 1492685 |
| Saint Elizabeth Regional Medical Center | |
| k | 3288408 |
| St Joseph Community Health | |
| k | 485426 |
| St Mary's Community Hospital | |
| k | 1478067 |
| St Anthony Hospital | |
| k | 6471078 |
| St Anthony Hospital Association | |
| k | 162874 |
| St Catherine Hospital | |
| k | 11133377 |
| St Clare Hospital | |
| k | 44264087 |
| St Dominic of Ontario | |
| k | 127374 |
| St Francis Medical Center-Breckenridge | |
| k | 5314360 |
| St Francis Medical Center-Grand Island | |
| k | 10929347 |
| St Francis of Baker City | |
| k | 51229 |
| St John's Regional Medical Center | |
| k | 239559 |
| St Joseph Health Ministries-Lancaster | |
| k | 142207 |
| St Joseph Health System - Lexington | |
| k | 82061960 |
| St Joseph Medical Center-Towson | |
| k | 36334727 |
| St Joseph Regional Health Network | |
| k | 26715152 |
| St Joseph's Area Health Services | |
| k | 6426321 |
| St Joseph's Hospital and Health Center | |
| k | 6343411 |
| St Mary's Healthcare Center | |
| k | 7830832 |
| St Vincent Infirmary Medical Center | |
| k | 41371679 |
| The Good Samaritan Hospital of Cincinnati | |
| k | 10807001 |
| Unity Family Healthcare | |
| k | 9522999 |
| Villa Nazareth | |
| k | 2130398 |
| Bishop Drumm Retirement Center | |
| p | 319565 |
| Carrington Health Center | |
| p | 133660 |
| Central Kansas Medical Center | |
| p | 1177391 |
| CHI Iowa Corp | |
| p | 8720494 |
| CHI Nebraska | |
| p | 7033756 |
| Consolidated Health Systems | |
| p | 1141940 |
| Continuing Care | |
| p | 84049 |
| Enumclaw Hospital | |
| p | 540574 |
| Flaget Healthcare Inc | |
| p | 697337 |
| Franciscan Health Services | |
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| Franciscan Villa | |
| p | 444579 |
| Fransician Medical Group | |
| p | 1036537 |
| Gettysburg Medical Center | |
| p | 103106 |
| Lakewood Health Centers | |
| p | 188673 |
| Lisbon Area Health | |
| p | 104676 |
| Memorial Health Care System | |
| p | 7962614 |
| Mercy Hospital of Devils Lake | |
| p | 169428 |
| Mercy Hospital-Valley City | |
| p | 90979 |
| Mercy Medical Center - Centerville | |
| p | 228640 |
| Mercy Medical Center Inc | |
| p | 3399018 |
| Mercy Medical Center-Wiliston | |
| p | 524734 |
| Mercy Regional Medical Center | |
| p | 1619382 |
| Oakes Community Hospital | |
| p | 61733 |
| St Anthony Hospital | |
| p | 606149 |
| St Anthony Hospital Association | |
| p | 168646 |
| St Catherine Hospital | |
| p | 1158349 |
| St Clare Hospital | |
| p | 4930781 |
| St Francis Medical Center-Breckenridge | |
| p | 402677 |
| St Joseph Development Co | |
| p | 65595 |
| St Joseph Health System - Lexington | |
| p | 11144089 |
| St Joseph Medical Center-Towson | |
| p | 6129043 |
| St Joseph Regional Health Network | |
| p | 3879429 |
| St Joseph's Area Health Services | |
| p | 436547 |
| St Joseph's Hospital and Health Center | |
| p | 507946 |
| St Mary's Healthcare Center | |
| p | 457486 |
| St Vincent Infirmary Medical Center | |
| p | 4278515 |
| The Good Samaritan Hospital of Cincinnati | |
| p | 5798710 |
| Unity Family Healthcare | |
| p | 531076 |
| Villa Nazareth | |
| p | 234879 |
| Alegent Health-Bergan Mercy Health System | |
| r | 13366888 |
| Alverna Apartments | |
| r | 86260 |
| Carrington Health Center | |
| r | 356730 |
| Central Kansas Medical Center | |
| r | 1415735 |
| CHI Colorado | |
| r | 17673135 |
| CHI Iowa Corp | |
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| Flaget Healthcare Inc | |
| r | 1750267 |
| Franciscan Health Services | |
| r | 17535089 |
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| r | 420453 |
| Good Samaritan Hospital | |
| r | 5254680 |
| Good Samaritan Hospital | |
| r | 9423080 |
| Jewish Hospital & St Mary's | |
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| Lakewood Health Centers | |
| r | 430317 |
| Lisbon Area Health | |
| r | 154109 |
| Memorial Health Care System | |
| r | 4788937 |
| Mercy Medical Center - Centerville | |
| r | 147923 |
| Mercy Medical Center Inc | |
| r | 3813070 |
| Mercy Medical Center-Wiliston | |
| r | 1705740 |
| Mercy Regional Medical Center | |
| r | 811345 |
| Oakes Community Hospital | |
| r | 160998 |
| Saint Elizabeth Regional Medical Center | |
| r | 2424055 |
| St Mary's Community Hospital | |
| r | 94689 |
| St Anthony Hospital | |
| r | 940903 |
| St Catherine Hospital | |
| r | 702204 |
| St Clare Hospital | |
| r | 3649019 |
| St Francis Medical Center-Breckenridge | |
| r | 1326281 |
| St Francis Medical Center-Grand Island | |
| r | 179254 |
| St Joseph Health System - Lexington | |
| r | 9077129 |
| St Joseph Medical Center-Towson | |
| r | 6047138 |
| St Joseph Regional Health Network | |
| r | 1275751 |
| St Joseph's Area Health Services | |
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| St Joseph's Hospital and Health Center | |
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| St Mary's Healthcare Center | |
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| St Vincent Infirmary Medical Center | |
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| The Good Samaritan Hospital of Cincinnati | |
| r | 10036481 |
| Unity Family Healthcare | |
| r | 1691300 |
| Villa Nazareth | |
| r | 499097 |
| Carrington Health Center | |
| a | 35823 |
| St Francis Medical Center-Grand Island | |
| a | 275 |
| St Mary's Healthcare Center | |
| a | 3208 |