COVENANT MEDICAL GROUP: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- COVENANT MEDICAL GROUP (EIN 75-2743883)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-09
- IRS object ID
- 201111299349301456
- Schema version
- 2009v1.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-09T16:02:22-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO NORTH CENTRAL AVENUE STE 2300 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752743883 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COVENANT MEDICAL GROUP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COVE | NameControl |
| Phone | 8067259800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3420 22ND PLACE | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 79410 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE MCCAMEY | Name |
| Title | PRESIDENT/CHIEF EXECUTIVE OFFICER | Title |
| Date Signed | 2011-05-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6023223000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEVE MCCAMY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3420 22ND PLACE | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 79410 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 102804265 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.COVMEDGROUP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 835 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 34094107 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 654709 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 102274185 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 102090263 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 102599 | InvestmentIncomePriorYear |
| Investment Income Current Year | 59293 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 136470891 | TotalRevenuePriorYear |
| Total Revenue Current Year | 102804265 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 94993677 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 91376180 | 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 | 26387422 | OtherExpensePriorYear |
| Other Expenses Current Year | 33746324 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 121381099 | TotalExpensesPriorYear |
| Total Expenses Current Year | 125122504 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 15089792 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -22318239 | RevenuesLessExpensesCY |
| Total Assets BOY | 44514789 | TotalAssetsBOY |
| Total Assets EOY | 38165390 | TotalAssetsEOY |
| Total Liabilities BOY | 33300482 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 49514146 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11214307 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -11348756 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 101377450 | Expense |
| Grants | 0 | Grants |
| Revenue | 102090263 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 101377450 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 27 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 835 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARK STEWART | NamePerson |
| Telephone Number | 8067254639 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3420 22ND PLACE | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 79410 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| KERRY HENDERSHOT MD | ||||||||
| BOARD MEMBER/CHAIRMAN | 40.0 | X | X | 365016 | 0 | 17861 | ||
| DONALD QUICK MD | ||||||||
| BOARD MEMBER/VICE CHAIRMAN | 40.0 | X | X | 654464 | 0 | 34271 | ||
| DAVID GRAY DO | ||||||||
| BOARD MEMBER/SECRETARY | 40.0 | X | X | 362136 | 0 | 29861 | ||
| BILL ATKINSON MD | ||||||||
| BOARD MEMBER | 40.0 | X | 775693 | 0 | 26299 | |||
| CHARLES BARTON MD | ||||||||
| BOARD MEMBER | 40.0 | X | 473165 | 0 | 27861 | |||
| JAMES BURKE MD | ||||||||
| BOARD MEMBER | 40.0 | X | 792536 | 0 | 21169 | |||
| BID COOPER MD | ||||||||
| BOARD MEMBER | 40.0 | X | 358576 | 0 | 28091 | |||
| SUSAN HAEFNER MD | ||||||||
| BOARD MEMBER | 40.0 | X | 358011 | 0 | 15698 | |||
| PIYUSH MITTAL MD | ||||||||
| BOARD MEMBER | 40.0 | X | 1147367 | 0 | 15771 | |||
| NILESH PATEL MD | ||||||||
| BOARD MEMBER | 40.0 | X | 314154 | 0 | 35071 | |||
| CATHERINE RONAGHAN MD | ||||||||
| BOARD MEMBER | 40.0 | X | 611272 | 0 | 33071 | |||
| IKECHUKWU UMEZURIKE MD | ||||||||
| BOARD MEMBER | 40.0 | X | 296521 | 0 | 30933 | |||
| PAUL WALTER MD | ||||||||
| BOARD MEMBER | 40.0 | X | 727547 | 0 | 27861 | |||
| JOHN ZIAS MD | ||||||||
| BOARD MEMBER | 40.0 | X | 788952 | 0 | 27861 | |||
| BRUCE OWENS MD | ||||||||
| BOARD MEMBER | 40.0 | X | 349812 | 0 | 11169 | |||
| STEVE MCCAMY | ||||||||
| PRESIDENT/CEO OF CMG | 40.0 | X | 0 | 388797 | 28110 | |||
| KRISTEN KOTHMANN | ||||||||
| VP/COO OF CMG | 40.0 | X | 0 | 195177 | 36172 | |||
| MARK STEWART | ||||||||
| VP OF FINANCE/TREASURER | 40.0 | X | 33988 | 0 | 2880 | |||
| JUAN KURDI MD | ||||||||
| PHYSICIAN | 40.0 | 1851145 | 0 | 15698 | X | |||
| THOMAS KERR MD | ||||||||
| PHYSICIAN | 40.0 | 1450044 | 0 | 31487 | X | |||
| JASON BRADLEY MD | ||||||||
| PHYSICIAN | 40.0 | 1174136 | 0 | 28054 | X | |||
| ATUL JOSHI MD | ||||||||
| PHYSICIAN | 40.0 | 976054 | 0 | 28527 | X | |||
| JANE GOLDTHORN MD | ||||||||
| PHYSICIAN | 40.0 | 901923 | 0 | 20698 | X | |||
| GLEN FRICK | ||||||||
| DIRECTOR OF FINANCE | 0.0 | 92044 | 0 | 23241 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 14854556 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 583974 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 597715 | TotalOtherCompensation |
| Number Individuals GT100 K | 171 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ROSE-TEXT INC | |||||
| PMB-218 PO BOX 65600 | LUBBOCK | TX | 79464 | TRANSCRIPTION | 667869 |
| COLLECTECH DIVERSIFIED INC | |||||
| PO BOX 12027 | LUBBOCK | TX | 79452 | COLLECTION AGENCY | 387600 |
| AMERI PRIDE LINEN | |||||
| 3508 MAGNOLIA | LUBBOCK | TX | 79404 | LINEN SERVICE | 289066 |
| MEDICAL DOCTOR ASSOCIATES INC | |||||
| PO BOX 277185 | ATLANTA | GA | 303847185 | MEDICAL SERVICES | 168787 |
| JAMES GOEN | |||||
| 10601 SALEM AVE | LUBBOCK | TX | 79424 | MEDICAL SERVICES | 129400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Related Organizations | 654709 | RelatedOrganizations |
| Total Contributions | 654709 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NET PATIENT SERVICES | 621110 | 73776565 | 73776565 |
| SVCS PROVIDED TO EXEMPT AFFILIATES | 561110 | 27914056 | 27914056 |
| OTHER OPERATING REVENUE | 900099 | 399642 | 399642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 102090263 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 59293 | TotalRevenueColumn |
| Exclusion | $59,293 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 102804265 | TotalRevenueColumn |
| Related Or Exempt Function Income | 102090263 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $59,293 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8069359 | Total |
| Program Services | 6374794 | ProgramServices |
| Management And General | 1694565 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
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 | 68491835 | Total |
| Program Services | 54108550 | ProgramServices |
| Management And General | 14383285 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1893365 | Total |
| Program Services | 1495758 | ProgramServices |
| Management And General | 397607 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9453520 | Total |
| Program Services | 7468281 | ProgramServices |
| Management And General | 1985239 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3468101 | Total |
| Program Services | 2739800 | ProgramServices |
| Management And General | 728301 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270467 | Total |
| Program Services | 213669 | ProgramServices |
| Management And General | 56798 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13596 | Total |
| Program Services | 10741 | ProgramServices |
| Management And General | 2855 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6432219 | Total |
| Program Services | 5081453 | ProgramServices |
| Management And General | 1350766 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162643 | Total |
| Program Services | 128488 | ProgramServices |
| Management And General | 34155 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5313124 | Total |
| Program Services | 4197368 | ProgramServices |
| Management And General | 1115756 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95146 | Total |
| Program Services | 75166 | ProgramServices |
| Management And General | 19980 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5744968 | Total |
| Program Services | 4538525 | ProgramServices |
| Management And General | 1206443 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61808 | Total |
| Program Services | 48828 | ProgramServices |
| Management And General | 12980 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105181 | Total |
| Program Services | 83093 | ProgramServices |
| Management And General | 22088 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 692023 | Total |
| Program Services | 546698 | ProgramServices |
| Management And General | 145325 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2378222 | Total |
| Program Services | 1878793 | ProgramServices |
| Management And General | 499429 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBT | 12050824 | 12050824 | 0 | 0 |
| PHYSICIAN LOAN FORGIVENESS | 426103 | 336621 | 89482 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125122504 | Total |
| Program Services | 101377450 | ProgramServices |
| Management And General | 23745054 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4777327 | BOY |
| EOY | 173935 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2280235 | BOY |
| EOY | 7485721 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14519894 | BOY |
| EOY | 11133239 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64032 | BOY |
| EOY | 44421 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1229784 | BOY |
| EOY | 887726 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160269 | BOY |
| EOY | 190632 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12629373 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10785208 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2940669 | BOY |
| EOY | 1844165 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18542579 | BOY |
| EOY | 16405551 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44514789 | BOY |
| EOY | 38165390 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9861011 | BOY |
| EOY | 10160595 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1319445 | BOY |
| EOY | 486111 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22120026 | BOY |
| EOY | 38867440 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33300482 | BOY |
| EOY | 49514146 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11214307 | BOY |
| EOY | -11348756 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11214307 | BOY |
| EOY | -11348756 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44514789 | BOY |
| EOY | 38165390 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12629373 | OtherCostOrOtherBasis |
| Depreciation | 10785208 | Depreciation |
| Book Value | 1844165 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 1844165 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| TMLT SURPLUS | 879212 |
| PHYSICIAN RETIREMENT 457(F) | 1654782 |
| PHYSICIAN RETIREMENT 457(B) | 12553848 |
| PHYSICIAN DEFERRED COMP. | 1317709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 16405551 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO PHYSICIANS - 457(F) & 457(B) | $14,208,630 |
| DUE TO AFFILIATES | $23,341,101 |
| DUE TO PHYSICIANS - DEFERRED COMP | $1,317,709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 38867440 | TotalOfAmounts |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (23 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KERRY HENDERSHOT MD | |||||||||||||
| 350930 | 0 | 8146 | 0 | 5941 | 0 | 0 | 0 | 17861 | 0 | 382877 | 0 | 0 | 0 |
| DONALD QUICK MD | |||||||||||||
| 641061 | 0 | 4091 | 0 | 9312 | 0 | 15000 | 0 | 19271 | 0 | 688735 | 0 | 0 | 0 |
| DAVID GRAY DO | |||||||||||||
| 325418 | 0 | 32043 | 0 | 4675 | 0 | 12000 | 0 | 17861 | 0 | 391997 | 0 | 0 | 0 |
| BILL ATKINSON MD | |||||||||||||
| 689977 | 0 | 78060 | 0 | 7656 | 0 | 15000 | 0 | 11299 | 0 | 801992 | 0 | 0 | 0 |
| CHARLES BARTON MD | |||||||||||||
| 444107 | 0 | 20553 | 0 | 8505 | 0 | 10000 | 0 | 17861 | 0 | 501026 | 0 | 0 | 0 |
| JAMES BURKE MD | |||||||||||||
| 717695 | 0 | 61569 | 0 | 13272 | 0 | 10000 | 0 | 11169 | 0 | 813705 | 0 | 0 | 0 |
| BID COOPER MD | |||||||||||||
| 328042 | 0 | 25399 | 0 | 5135 | 0 | 15000 | 0 | 13091 | 0 | 386667 | 0 | 0 | 0 |
| SUSAN HAEFNER MD | |||||||||||||
| 346716 | 0 | 3942 | 0 | 7353 | 0 | 10000 | 0 | 5698 | 0 | 373709 | 0 | 0 | 0 |
| PIYUSH MITTAL MD | |||||||||||||
| 415583 | 0 | 725466 | 0 | 6318 | 0 | 10000 | 0 | 5771 | 0 | 1163138 | 0 | 0 | 0 |
| NILESH PATEL MD | |||||||||||||
| 281566 | 0 | 23061 | 0 | 9527 | 0 | 15000 | 0 | 20071 | 0 | 349225 | 0 | 0 | 0 |
| CATHERINE RONAGHAN MD | |||||||||||||
| 575617 | 0 | 28008 | 0 | 7648 | 0 | 15000 | 0 | 18071 | 0 | 644343 | 0 | 0 | 0 |
| IKECHUKWU UMEZURIKE MD | |||||||||||||
| 185516 | 0 | 78553 | 0 | 32452 | 0 | 10000 | 0 | 20933 | 0 | 327454 | 0 | 0 | 0 |
| PAUL WALTER MD | |||||||||||||
| 717569 | 0 | 0 | 0 | 9978 | 0 | 10000 | 0 | 17861 | 0 | 755408 | 0 | 0 | 0 |
| JOHN ZIAS MD | |||||||||||||
| 753748 | 0 | 24856 | 0 | 10348 | 0 | 10000 | 0 | 17861 | 0 | 816813 | 0 | 0 | 0 |
| STEVE MCCAMY | |||||||||||||
| 0 | 306253 | 0 | 20327 | 0 | 62218 | 0 | 6191 | 0 | 21920 | 0 | 416908 | 0 | 0 |
| KRISTEN KOTHMANN | |||||||||||||
| 0 | 144756 | 0 | 10070 | 0 | 40351 | 0 | 11776 | 0 | 24395 | 0 | 231348 | 0 | 0 |
| JUAN KURDI MD | |||||||||||||
| 876744 | 0 | 964183 | 0 | 10218 | 0 | 10000 | 0 | 5698 | 0 | 1866843 | 0 | 0 | 0 |
| THOMAS KERR MD | |||||||||||||
| 337351 | 0 | 36955 | 0 | 1075738 | 0 | 16500 | 0 | 14987 | 0 | 1481531 | 0 | 1064981 | 0 |
| JASON BRADLEY MD | |||||||||||||
| 871344 | 0 | 248003 | 0 | 54788 | 0 | 10000 | 0 | 18054 | 0 | 1202190 | 0 | 0 | 0 |
| ATUL JOSHI MD | |||||||||||||
| 967080 | 0 | 0 | 0 | 8974 | 0 | 10000 | 0 | 18527 | 0 | 1004581 | 0 | 0 | 0 |
| JANE GOLDTHORN MD | |||||||||||||
| 833883 | 0 | 58862 | 0 | 9178 | 0 | 15000 | 0 | 5698 | 0 | 922621 | 0 | 0 | 0 |
| GLEN FRICK | |||||||||||||
| 84534 | 0 | 0 | 0 | 7510 | 0 | 4698 | 0 | 18543 | 0 | 115285 | 0 | 0 | 0 |
| BRUCE OWENS MD | |||||||||||||
| 334028 | 0 | 7628 | 0 | 8156 | 0 | 0 | 0 | 11169 | 0 | 360981 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 3 | THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, COVENANT HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O FOR FORM 990, PART VI, LINE 15A FOR THE PROCESS USED BY COVENANT HEALTH SYSTEM'S PARENT TO DETERMINE EXECUTIVE COMPENSATION. |
| FORM 990, SCHEDULE J, PART I, LINE 4B | EXECUTIVES COULD PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE 457(F). THE PLAN WAS FROZEN EFFECTIVE DECEMBER 31, 2007 AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PERMITTED TO THE PLAN. THIS PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH PROVISIONS OF THE PLAN. THOMAS KERR RECEIVED A PAYMENT OF $1,064,981 FROM THE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. |
| FORM 990, SCHEDULE J, PART I, LINE 7 | A PORTION OF THE EXECUTIVE'S SALARY IS PLACED "AT-RISK" AND IS NOT AWARDED UNLESS SPECIFIC STRATEGIC OBJECTIVE TARGETS ARE MET OR EXCEEDED. THE AT-RISK EXECUTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD EXECUTIVES FOR TEAM PERFORMANCE THAT SUPPORTS THE STRATEGIC GOALS AND SUCCESSFUL PERFORMANCE OF ST. JOSEPH HEALTH SYSTEM. AT-RISK PAY IS AWARDED TO ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS AND THE CHIEF EXECUTIVE OFFICER BASED ON ACHIEVING OR SURPASSING SPECIFIC GOALS THAT ARE PREDETERMINED BY THE BOARD OF TRUSTEES PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE GOALS INCLUDE OUR STRATEGIC OBJECTIVES OF PERFECT CARE, SACRED ENCOUNTERS, AND HEALTHIEST COMMUNITIES AS WELL AS FISCAL STEWARDSHIP. EACH OF THESE FACTORS IS TAKEN INTO CONSIDERATION WHEN DETERMINING THE PERCENTAGE OF AT-RISK PAY. |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| JASON BRADLEY MD | ||||||
| EDUC. STIPEND | X | $126,000 | 7981 | false | true | true |
| BRUCE OWENS MD | ||||||
| SIGNING BONUS | X | $30,000 | 36440 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 44421 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (16 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, PART I, LINE 1 & PART III, LINE 1 | ORGANIZATION'S MISSION | AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), COVENANT MEDICAL GROUP IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE. OUR MISSION IS REALIZED THROUGH THE DELIVERY OF QUALITY IN-PATIENT AND OUT-PATIENT SERVICES AND FOCUSED COMMUNITY INITIATIVES AND PROGRAMS THAT ARE DEDICATED TO IMPROVING THE LIVES OF ALL WE SERVE. MISSION TO EXTEND CHRISTIAN MINISTRY BY CARING FOR THE WHOLE PERSON - BODY, MIND AND SPIRIT - AND BY WORKING WITH OTHERS TO IMPROVE HEALTH AND QUALITY OF LIFE IN OUR COMMUNITIES. |
| FORM 990, PART III, LINE 4 | PROGRAM SERVICE ACCOMPLISHMENTS | GROUNDED IN OUR COMMITMENT TO COMMUNITY AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), COVENANT MEDICAL GROUP IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. THAT MISSION HAS GUIDED OUR CATHOLIC HEALTHCARE MINISTRY SINCE THE OPENING OF OUR FIRST HOSPITAL IN EUREKA, CALIFORNIA NEARLY 100 YEARS AGO. BUT THE ROOTS OF COVENANT MEDICAL GROUP AND THE LESSONS TO SERVE OUR DEAR NEIGHBORS DATE BACK TO THE YEAR 1650 WHEN THE SISTERS' FIRST CONGREGATION WAS FORMED IN LE PUY, FRANCE. SINCE THAT TIME, THE PEOPLE OF OUR ORGANIZATION CONTINUE TO ASSESS THE NEEDS OF THE COMMUNITIES WE SERVE, BUILD COLLABORATIVE PARTNERSHIPS WITH LOCAL RESIDENTS, BUSINESS AND COMMUNITY NOT-FOR-PROFITS, AND TOGETHER THROUGH THOSE PARTNERSHIPS, MEET COMMUNITY NEEDS. THE HEALTH SYSTEM IS ORGANIZED INTO THREE REGIONS--NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO - AND CONSISTS OF 14 ACUTE CARE HOSPITALS, AS WELL AS HOME HEALTH AGENCIES, HOSPICE CARE, OUT-PATIENT SERVICES, SKILLED NURSING FACILITIES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. WHO WE ARE AND WHAT WE DO COVENANT MEDICAL GROUP "CARING FOR THE PEOPLE OF OUR REGION" OUR REGION: COVENANT MEDICAL GROUP IS HEADQUARTERED IN LUBBOCK, TEXAS, THE SITE OF THE SOUTHWEST'S PREEMINENT MEDICAL CENTER BETWEEN THE DALLAS / FORT WORTH METROPLEX AND PHOENIX. WITH A COUNTY POPULATION OF 250,000 AND SERVING AN AREA OF 1.2 MILLION PEOPLE IN THE REGION, LUBBOCK HAS MANY OF THE AMENITIES OF A LARGE METROPOLITAN AREA, INTERNATIONAL AIRPORT, GREAT SHOPPING AND RESTAURANTS, AND EXCELLENT PUBLIC AND PRIVATE SCHOOLS, YET RETAINING A WONDERFUL "SMALL-TOWN" ATMOSPHERE. IT IS BLESSED WITH A MAJOR UNIVERSITY, TEXAS TECH, WHICH ADDS MUCH TO OUR QUALITY OF LIFE WITH BIG 12 CONFERENCE SPORTING EVENTS, AND A VARIETY OF CULTURAL, AND ACADEMIC ACTIVITIES. TEXAS TECH UNIVERSITY SCHOOL OF MEDICINE ADDS HIGH QUALITY CONTINUING MEDICAL EDUCATION AND RESEARCH TO OUR REGION. COVENANT MEDICAL GROUP HAS NO FORMAL RESIDENCY TRAINING PROGRAMS OF ITS OWN, BUT SEVERAL OF OUR PHYSICIANS VOLUNTEER THEIR TIME FOR MEDICAL STUDENT AND RESIDENT TRAINING VIA A TEXAS TECH ASSOCIATION. OUR HEALTH SYSTEM'S REGIONAL CLINICS ARE LOCATED THROUGHOUT WEST TEXAS AND EASTERN NEW MEXICO. THESE CLINICS ARE LOCATED IN A VARIETY OF GEOGRAPHIC AREAS; FROM ROLLING RANCHLAND, TO HIGH PLATEAU FARMLAND, TO DESERT OIL FIELDS, TO RIVER VALLEYS WITH NEARBY ROCKY MOUNTAINS. THIS AREA OF REGIONAL CLINICS EXTENDS 100 TO 175 MILES FROM LUBBOCK AND COVERS A 63,000 SQUARE MILE AREA. THERE ARE TWO BEAUTIFUL NATIONAL PARKS (CARLSBAD CAVERNS AND GUADALUPE MOUNTAINS), A SCENIC SKI RESORT COMMUNITY (RUIDOSO, NEW MEXICO), AND TEXAS'S LARGEST STATE PARK (PALO DURO) WITHIN OUR REGIONAL CLINIC SERVICE AREA. OUR REGIONAL CLINIC NETWORK CONTAINS SEVERAL OPERATIONAL DIFFERENT MODELS. SOME ARE DIRECTLY OWNED AND OPERATED BY CMG; SOME ARE RURAL HEALTH CLINICS IN WHICH CMG SUPPLIES ITS EMPLOYED PHYSICIANS TO WORK FOR A RURAL HOSPITAL-OWNED FACILITY; SOME ARE RURAL HEALTH CLINICS IN WHICH THE PHYSICIANS ARE INDEPENDENT CONTRACTORS; AND SOME ARE SATELLITE CLINIC SITES TO WHICH CMG SUBSPECIALISTS TRAVEL A FEW TIMES PER MONTH. THESE REGIONAL CLINICS ARE INTEGRAL TO THE PROVISION OF PRIMARY CARE SERVICES TO THEIR LOCAL COMMUNITIES, AND ALSO SEND SUBSTANTIAL NUMBERS OF PATIENTS TO LUBBOCK FOR TERTIARY CARE THAT IS NOT AVAILABLE LOCALLY. OUR AREA'S TRUE STRENGTH IS ITS PEOPLE. THEY ARE SPIRITUAL, CARING, PROUD, INDEPENDENT, AND EXHIBIT A STRONG WORK ETHIC. OUR UNEMPLOYMENT RATE IS TYPICALLY IN THE 2 TO 3% RANGE. OUR ECONOMY IS DIVERSE, WITH ELEMENTS ASSOCIATED WITH MECHANIZED AGRICULTURE, THE PETROLEUM INDUSTRY, DISTRIBUTION CENTERS, HIGH TECH ENTITIES, AS WELL AS STRONG ELEMENTS BASED ON HIGHER EDUCATION AND HEALTHCARE. ITS DIVERSITY AND PROVINCIAL NATURE TYPICALLY ALLOWS IT TO REMAIN SOMEWHAT INSULATED FROM THE WIDE SWINGING CYCLES OF THE NATIONAL ECONOMY. OUR WEATHER FEATURES AN AVERAGE OF 18 INCHES OF PRECIPITATION ANNUALLY, LOW HUMIDITY, AND PLENTY OF SUNSHINE WHICH ENCOURAGES OUR POPULATION TO ENGAGE IN OUTDOOR ACTIVITIES. OUR 3,500 FOOT ELEVATION TENDS TO MAKE FOR COOL MORNINGS AND EVENINGS EVEN DURING A HOT SUMMER, AND RARELY DO WE EXPERIENCE PERSISTENT SNOW OR ICE. FOR THOSE WHO ENJOY WINTER AND MOUNTAIN SPORTS, WE ARE CONVENIENT TO THE ROCKY MOUNTAIN RESORTS OF RUIDOSO AND SANTA FE, NEW MEXICO. FOR THOSE THAT ENJOY BIG CITY WEEKEND ACTIVITIES AND PROFESSIONAL SPORTS, WE ARE 50 MINUTES FROM DALLAS AND 90 MINUTES FROM HOUSTON BY AIR. COVENANT MEDICAL GROUP IS A NON-PROFIT, TAX-EXEMPT MEDICAL FOUNDATION THAT IS CERTIFIED UNDER TEXAS LAW TO EMPLOY PHYSICIANS AND PRACTICE MEDICINE. IT IS OWNED BY COVENANT HEALTH SYSTEM, BUT IS SELF-GOVERNING IN MOST ASPECTS, OTHER THAN FISCAL MATTERS. THERE IS A BOARD OF 12 PHYSICIANS WHO PROVIDE THE OVERSIGHT OF THE GROUP'S STRATEGIC PLANNING, POLICY DEVELOPMENT, RECRUITMENT AND CREDENTIALLING, QUALITY IMPROVEMENT TASKS, RESEARCH, AND MEDICAL EDUCATION ACTIVITIES. ALL OF THE BOARD MEMBERS ARE ACTIVELY PRACTICING WITHIN CMG. THIS SELF-GOVERNING ASPECT OF CMG TENDS TO MAKE IT QUITE PHYSICIAN-FRIENDLY IN ITS POLICY DEVELOPMENT AND PLANNING IN THAT THE BOARD MEMBERS ARE IMMEDIATELY PERSONALLY IMPACTED IN THEIR OWN PRACTICE BY THEIR BOARD DECISIONS. OUR ADMINISTRATION INCLUDES: STEVE MCCAMY (PRESIDENT AND CHIEF EXECUTIVE OFFICER), KRISTEN KOTHMANN (VICE PRESIDENT AND CHIEF OPERATING OFFICER), AND SEVEN DIRECTORS. CMG IS BY FAR THE AREA'S LARGEST MEDICAL GROUP WITH MORE THAN 200 PROVIDERS IN APPROXIMATELY 26 SPECIALTIES INCLUDING 20 MID-LEVEL PRACTITIONERS. OUR SPECIALTIES: WE CURRENTLY HAVE MEMBERS PRACTICING IN THE FOLLOWING SPECIALTIES. CMG OPERATES AS AN INTEGRATED GROUP PRACTICE FROM A REFERRAL STANDPOINT. WE ALLOW OUR PATIENTS IN CONSULTATION WITH THEIR PHYSICIAN TO BE THE PRIMARY DECISION-MAKER REGARDING REFERRALS FOR THE TERTIARY CARE THAT CANNOT BE PROVIDED IN THEIR LOCAL COMMUNITY. - ALLERGY & IMMUNOLOGY FAMILY - CARDIOLOGY - CARDIOVASCULAR/THORACIC SURGERY - ELECTROPHYSIOLOGY - EMERGENCY MEDICINE - FAMILY PRACTICE - FAMILY PRACTICE/SPORTS MEDICINE - HEMATOLOGY & MEDICAL ONCOLOGY - IN-PATIENT MEDICINE (HOSPITALISTS) - INTERNAL MEDICINE - MATERNAL-FETAL MEDICINE - NEPHROLOGY - NEUROLOGY - OBSTETRICS / GYNECOLOGY - ONCOLOGY - ORTHOPEDIC HAND SURGERY - ORTHOPEDIC SURGERY AND SPORTS MEDICINE - PEDIATRICS (GENERAL) - PEDIATRIC CARDIOLOGY - PEDIATRIC CARDIOVASCULAR/THORACIC SURGERY - PEDIATRIC GASTROENTEROLOGY - PEDIATRIC HEMATOLOGY/ONCOLOGY - PEDIATRIC INTENSIVE CARE - PEDIATRIC NEUROLOGY - PEDIATRIC SURGERY & TRAUMA SURGERY - PULMONARY - SURGERY (GENERAL) - SURGERY (ONCOLOGY) - SURGERY (WOUND CARE) FOR MORE INFORMATION ON COVENANT MEDICAL GROUP GO TO: WWW.COVMEDGROUP.ORG FOR MORE INFORMATION ON THE ST. JOSEPH HEALTH SYSTEM GO TO: WWW.STJOE.ORG |
| FORM 990,PART VI, LINE 1B | INDEPENDENT BOARD MEMBERS | COVENANT MEDICAL GROUP HAS NO INDEPENDENT BOARD MEMBERS BECAUSE ALL BOARD MEMBERS ARE REQUIRED TO BE ACTIVE PHYSICIANS WITH LOYALTIES TO COVENANT HEALTH SYSTEM, THE TAX-EXEMPT PARENT. |
| FORM 990, PART VI, LINE 6 | DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS | COVENANT HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER OF COVENANT MEDICAL GROUP. |
| FORM 990, PART VI, LINE 7A | DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS | COVENANT MEDICAL GROUP HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT DIRECTORS TO THE COVENANT MEDICAL GROUP BOARD. ALL DIRECTOR APPOINTMENTS THAT COME FROM THE COVENANT MEDICAL GROUP BOARD AS NOMINATIONS MUST BE APPROVED BY COVENANT HEALTH SYSTEM, AS THE CORPORATE MEMBER, ST. JOSEPH HEALTH SYSTEM, AS THE TAX-EXEMPT PARENT OF COVENANT HEALTH SYSTEM, AND THE ST. JOSEPH HEALTH MINISTRY, AS THE ORGANIZATIONAL SPONSOR. |
| FORM 990, PART VI, LINE 7B | DECISIONS REQUIRING APPROVAL | THE RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE APPROVAL BY THE COVENANT HEALTH SYSTEM MEMBER OF FINANCING BUDGETS, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLAN, APPOINTMENT OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, JOINT VENTURES, PURPOSES, SALE OR DISPOSITION OF REAL PROPERTY, MERGER OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF TRUSTEES, ADOPTION OR AMENDMENT OF ARTICLES OR BYLAWS. |
| FORM 990, PART VI, LINE 11A | PROCESS USED BY MANAGMENT AND/OR GOVERNING BODY TO REVIEW 990 | THE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AS APPLICABLE. THE FORM 990 IS THEN REVIEWED BY AN OFFICER(S) OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING IS THEN DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, LINE 12C | DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ON THE CONFLICT OF INTEREST DISCLOSURE FORM THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST HE/SHE MAY HAVE. ADDITIONALLY, DISCLOSURES SHALL BE MADE PROMPTLY ANYTIME AN ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION OR ARRANGEMENT THAT IS SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, SUCH CONFLICT IS DISCLOSED TO THE CONFLICTS & COMPENSATION COMMITTEE OF COVENANT HEALTH SYSTEM. IF THE CONFLICT INVOLVES A MEMBER OF THAT COMMITTEE, THE REMAINING COMMITTEE MEMBERS WILL REVIEW THE MATTER AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. THE OFFICER, TRUSTEE, OR KEY EMPLOYEE MAY NOT BE PRESENT DURING ANY MEETING IN WHICH THE COMMITTEE CONDUCTS ITS EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER IN CONSULTATION WITH SJHS GENERAL COUNSEL WILL REVIEW THE COMMITTEE FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE. |
| FORM 990, PART VI, LINES 15A AND 15B | PROCESS USED TO DETERMINE COMPENSATION | THE EXECUTIVE COMPENSATION PROCESS AT ST. JOSEPH HEALTH SYSTEM IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES OF SJHS. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS THE RETENTION OF KEY MANAGEMENT TALENT. THE SJHS EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. SJHS PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO FULFILL THEIR RESPONSIBILITY, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ONGOING EFFECTIVENESS AND AMINISTRATION OF THE PROGRAM. THE WORKLIFE COMMITTEE IS COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD. THEY MEET AT LEAST 3 TIMES A YEAR AND MAKE ALL CRITICAL DECISIONS IN EXECUTIVE SESSIONS. THESE DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER IN JUNE 2010. |
| FORM 990, PART VI, LINE 19 | AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND | FINANCIAL STATEMENTS TO THE GENERAL PUBLIC THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE. |
| FORM 990, PART VII | SUPPLEMENTAL COMPENSATION INFORMATION | THE BOARD MEMBERS LISTED IN FORM 990, PART VII THAT RECEIVED COMPENSATION FROM COVENANT MEDICAL GROUP WERE PAID FOR MEDICAL SERVICES PROVIDED TO THE ORGANIZATION, NOT FOR BOARD MEMBER SERVICES. |
| FORM 990, PART VII | HOURS DEVOTED TO RELATED ORGANIZATIONS | STEVE MCCAMY (PRESIDENT AND CEO OF COVENANT MEDICAL GROUP) AND KRISTEN KOTHMANN (VP AND COO OF COVENANT MEDICAL GROUP) ARE COMPENSATED BY COVENANT HEALTH SYSTEM, THE TAX-EXEMPT PARENT OF COVENANT MEDICAL GROUP. THEY DEVOTE 40 HOURS PER WEEK TO COVENANT MEDICAL GROUP AND 10 HOURS PER WEEK TO COVENANT HEALTH SYSTEM. |
| FORM 990, PART XI, QUESTION 2C | OVERSIGHT OR SELECTION PROCESS | THE ST. JOSEPH HEALTH SYSTEM BOARD APPROVES THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. |
| SCHEDULE R, PART V, LINE 2 | TRANSACTION WITH RELATED ORGANIZATIONS | THE AMOUNTS REPORTED ON SCHEDULE R, PART V, LINE 2 ARE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING. |
| SECTION 409A RELIEF UNDER SECTION V.D. OF IRS NOTICE 2008-113 | OPERATIONAL DEFECTS | (A) NAMES AND SOCIAL SECURITY NUMBERS OF AFFECTED PARTICIPANTS: SEE (C) BELOW. NONE OF THE AFFECTED PARTICIPANTS ARE INSIDERS. (B) THE SECTION 409A FAILURE OCCURRED WITH RESPECT TO THE COVENANT MEDICAL GROUP DEFERRED COMPENSATION PLAN ("PLAN"). (C) OPERATIONAL DEFECT (1): IN FEBRUARY 2010 IT WAS DISCOVERED THAT THE PLAN FAILED TO COMPLY WITH SECTION 409A BECAUSE IT PROVIDED FOR IMPERMISSIBLE ALTERNATIVE PAYMENT SCHEDULES FOR VOLUNTARY AND INVOLUNTARY SEPARATIONS FROM SERVICE AND DID NOT SPECIFY THAT PAYMENT WILL BE MADE ON THE 90TH DAY FOLLOWING VOLUNTARY SEPARATION FROM SERVICE PROVIDED THE PARTICIPANT RETURNS BY THIS DEADLINE A SIGNED NON-COMPETE AGREEMENT. IN ACCORDANCE WITH SECTIONS VI.B, VII.C AND XI.A OF NOTICE 2010-6, THE PLAN WAS AMENDED EFFECTIVE AS OF JANUARY 1, 2009 TO APPLY THE TIMING RULE APPLICABLE TO INVOLUNTARY TERMINATIONS TO VOLUNTARY TERMINATIONS AND TO PROVIDE THAT PAYMENT WILL BE MADE ON THE 90TH DAY FOLLOWING VOLUNTARY SEPARATION FROM SERVICE PROVIDED THE PARTICIPANT RETURNS BY THIS DEADLINE A SIGNED NON-COMPETE AGREEMENT. THIS AMENDMENT WAS SIGNED BY THE EMPLOYER ON SEPTEMBER 12, 2010. THEREFORE, THE DATE ON WHICH THE FAILURE OCCURRED WAS THE 90TH DAY FOLLOWING THE PARTICIPANT SEPARATION FROM SERVICE DATE FOR THE FOLLOWING PARTICIPANTS WHO VOLUNTARILY TERMINATED IN 2009. (BECAUSE THE FORM 990 IS OPEN TO PUBLIC INSPECTION AND THE THREAT OF IDENTITY THEFT, SSNS WILL BE PROVIDED UPON REQUEST) NAME/SOCIAL SECURITY NUMBER: ENRICO AGUAS DATE OF WHEN THE FAILURE OCCURRED: 07/02/2009 12/31/2009 ACCOUNT BALANCE: $12,343 PAYMENT DATE: 12/17/2010 GROSS AMOUNT DISTRIBUTED*: $37,340 NAME/SOCIAL SECURITY NUMBER: THOMAS MCGILL DATE OF WHEN THE FAILURE OCCURRED: 10/29/2009 12/31/2009 ACCOUNT BALANCE: $139,194 PAYMENT DATE: 12/17/2010 GROSS AMOUNT DISTRIBUTED*: $139,194 NAME/SOCIAL SECURITY NUMBER: SATISH PATEL DATE OF WHEN THE FAILURE OCCURRED: 10/29/2009 12/31/2009 ACCOUNT BALANCE: $25,042 PAYMENT DATE: 12/17/2010 GROSS AMOUNT DISTRIBUTED*: $25,040 * DISTRIBUTIONS DID NOT INCLUDE ANY INTEREST EARNED AFTER DECEMBER 31, 2009 FOR PARTICIPANTS WHO TERMINATED IN 2009. OPERATIONAL DEFECT (2): IN 2010 IT WAS DISCOVERED THAT 3 PARTICIPANTS EMPLOYED BY OTHER PARTICIPATING EMPLOYERS WERE NOT TIMELY PAID THEIR PLAN ACCOUNTS FOLLOWING INVOLUNTARY TERMINATIONS IN 2009, AS REQUIRED BY THE PLAN. USUALLY, SUCH DISTRIBUTIONS ARE MADE WITHIN 30 DAYS FOLLOWING THE INVOLUNTARY TERMINATION DATE. THEREFORE, THE DATE ON WHICH THE FAILURE OCCURRED WAS THE 30TH DAY FOLLOWING THE INVOLUNTARY TERMINATION DATE. THE PLAN'S ADMINISTRATIVE PROCEDURES HAVE BEEN REVIEWED TO ASSURE THAT IN THE FUTURE PLAN BENEFITS ARE PAID PROMPTLY AFTER ALL INVOLUNTARY TERMINATIONS. COVENANT MEDICAL GROUP DID NOT HAVE ANY EMPLOYEES WHO WERE INVOLUNTARILY TERMINATED AND NOT TIMELY PAID THEIR PLAN BENEFIT. (D) THE PLAN QUALIFIED FOR RELIEF UNDER SECTIONS VI.B, VII.C AND XI.A OF IRS NOTICE 2010-6 AND ON OCTOBER 6, 2010, A PLAN AMENDMENT WAS SIGNED. THE AMENDMENT PROVIDES THAT EFFECTIVE AS OF JANUARY 1, 2009, ALL BENEFITS WILL BE PAID IMMEDIATELY UPON AN INVOLUNTARY SEPARATION FROM SERVICE (CURRENTLY THE STATUS QUO) AND ON THE 90TH DAY FOLLOWING VOLUNTARY SEPARATION FROM SERVICE PROVIDED THE PARTICIPANT RETURNS BY THIS DEADLINE A SIGNED NON COMPETE AGREEMENT. ANY PARTICIPANT WHO VOLUNTARILY SEPARATED FROM SERVICE ON OR AFTER JANUARY 1, 2009 AND ON OR BEFORE DECEMBER 31, 2009 WAS PAID HIS CURRENT PLAN ACCOUNT BALANCE AFTER THE DATE THE AMENDMENT WAS SIGNED, BUT REDUCED FOR ANY INTEREST EARNED IN 2010 (IF ANY). |
| SECTION 409A RELIEF UNDER SECTION V.D. OF IRS NOTICE 2008-113 (CONT.) | AS ALLOWED BY NOTICE 2010-80, THE EMPLOYER SIGNED AN AMENDMENT ON DECEMBER 20, 2010 TO PROVIDE THAT PAYMENT WILL NO LONGER BE REQUIRED ON THE 90TH DAY FOLLOWING A VOLUNTARY SEPARATION FROM SERVICE, BUT WITHIN 90 DAYS FOLLOWING THE VOLUNTARY SEPARATION FROM SERVICE. HOWEVER, IF THE 90TH DAY FALLS IN THE SUBSEQUENT TAX YEAR, PAYMENT WILL BE MADE IN THE SUBSEQUENT TAX YEAR. THE PLAN'S ADMINISTRATIVE PROCEDURES HAVE BEEN CHANGED TO PAY PLAN ACCOUNTS IMMEDIATELY FOLLOWING A PARTICIPANT'S INVOLUNTARY SEPARATION FROM SERVICE (CURRENTLY THE STATUS QUO) AND WITHIN 90 DAYS FOLLOWING A VOLUNTARY SEPARATION FROM SERVICE PROVIDED THE PARTICIPANT RETURNS BY THIS DEADLINE A SIGNED NON-COMPETE AGREEMENT AND SUBJECT TO THE REQUIREMENT THAT IF THE 90TH DAY FALLS IN THE SUBSEQUENT TAX YEAR THEN PAYMENT WILL BE MADE IN THE SUBSEQUENT TAX YEAR. (E) THESE OPERATIONAL FAILURES ARE ELIGIBLE FOR THE CORRECTION UNDER THE TERMS OF IRS NOTICE 2008-113 AND THE EMPLOYER HAS TAKEN ALL ACTIONS REQUIRED, AND OTHERWISE MET ALL REQUIREMENTS, FOR SUCH CORRECTION |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (12 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 |
|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH HEALTH SYSTEM | |||||||||
| 500 S MAIN STREET 1000 | ORANGE | CA | 928684507 | 953589356 | HEALTHCARE | CA | 501(C)(3) | 11, I | NA |
| COVENANT HEALTH SYSTEM | |||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752765566 | HEALTHCARE | TX | 501(C)(3) | 3 | SJHS |
| METHODIST HOSPITAL LEVELLAND | |||||||||
| 1900 COLLEGE AVENUE | LEVELLAND | TX | 79336 | 752246348 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS |
| METHODIST HOSPITAL PLAINVIEW | |||||||||
| 2601 DIMMITT ROAD | PLAINVIEW | TX | 79072 | 752426010 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS |
| METHODIST CHILDREN'S HOSPITAL | |||||||||
| 3610 21ST STREET | LUBBOCK | TX | 79410 | 752428911 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS |
| HOSPICE OF LUBBOCK | |||||||||
| 1102 SLIDE ROAD | LUBBOCK | TX | 79414 | 752133781 | HEALTHCARE | TX | 501(C)(3) | 9 | CHS |
| COVENANT HEALTH SYSTEM FOUNDATION | |||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 752897026 | FOUNDATION | TX | 501(C)(3) | 7 | CHS |
| ST MARY OF THE PLAINS HOSPITAL FDN | |||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 751652181 | FOUNDATION | TX | 501(C)(3) | 11, I | CHS |
| LUBBOCK METHODIST HOSPITAL FOUNDATION | |||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752220963 | FOUNDATION | TX | 501(C)(3) | 7 | CHS |
| COVENANT HEALTH PARTNERS | |||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 611573313 | HEALTHCARE | TX | 501(C)(3) | 11, I | CHS |
| ST JOSEPH HEALTH MINISTRY | |||||||||
| 500 S MAIN STREET SUITE 400 | ORANGE | CA | 92868 | 271666576 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | NA |
| SISTERS OF ST JOSEPH OF ORANGE | |||||||||
| 480 S BATAVIA | ORANGE | CA | 92868 | 951643383 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | NA |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LUBBOCK SURGERY CTR | |||||||||||||
| 4000 24TH ST | LUBBOCK | TX | 79410 | 752177401 | HEALTHCARE SVCS | TX | CHS | RELATED | 0 | 0 | false | $0 | false |
| CHS HOLDING LP | |||||||||||||
| 4000 24TH ST | LUBBOCK | TX | 79410 | 205477251 | HEALTHCARE SVCS | TX | CHS | RELATED | 0 | 0 | false | $0 | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LUBBOCK METHODIST HOSPITAL PRACTICE MGMT | |||||||||||
| 2107 OXFORD STREET SUITE 300 | LUBBOCK | TX | 79410 | 752578995 | INACTIVE | TX | CHS | C-CORP | 0 | 0 | 0.00000 |
| LUBBOCK METHODIST HOSPITAL SERVICES INC | |||||||||||
| PO BOX 1201 | LUBBOCK | TX | 79410 | 752118585 | HEALTHCARE SVCS | TX | CHS | C-CORP | 0 | 0 | 0.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 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 | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (12 entries)
| Amount InvolvedAmountInvolved |
|---|
| METHODIST HOSPITAL LEVELLAND |
| 0 |
| METHODIST HOSPITAL PLAINVIEW |
| 0 |
| METHODIST CHILDREN'S HOSPITAL |
| 0 |
| HOSPICE OF LUBBOCK |
| 0 |
| COVENANT HEALTH SYSTEM FOUNDATION |
| 0 |
| ST MARY OF THE PLAINS HOSIPTAL FOUNDATION |
| 0 |
| LUBBOCK METHODIST HOSPITAL FOUNDATION |
| 0 |
| COVENANT HEALTH PARTNERS |
| 0 |
| LUBBOCK SURGERY CENTER LTD |
| 0 |
| CHS HOLDING LP |
| 0 |
| LUBBOCK METHODIST HOSPITAL PRACTICE MGMT |
| 0 |
| LUBBOCK METHODIST HOSPITAL SERVICES INC |
| 0 |
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