2011-07-12T09:10:20-04:00 2010-08-31 BKD LLP 2800 Post Oak Blvd Ste 3200 HOUSTON TX 77056 990 2009-09-01 742974396 VALLEY BAPTIST HEALTH SYSTEM VALL 9563891635 2101 PEASE STREET HARLINGEN TX 78550 SCOTT LIEBERENZ 2011-07-15 true M Paige Gerich 7134994600 2009 2016-02-24 21:20:13Z 85146208 false X WWW.VBMC.ORG X 2000 TX VALLEY BAPTIST HEALTH SYSTEM IS A FAITH BASED REGIONAL HEALTH SYSTEM FOCUSED ON IMPROVING THE LIVES OF THE PEOPLE IT SERVES BY PROVIDING HIGH QUALITY HEALTH CARE AND MEDICAL EDUCATION THROUGHOUT SOUTH TEXAS. 16 14 323 7 1724445 133279 819358 79182 77319611 83562798 70404 86034 1407071 1413290 79616444 85141304 733518 230500 0 0 25652056 22656935 0 0 4102497 53220870 62253869 79606444 85141304 10000 0 46522280 41271773 60404580 54412855 -13882300 -13141082 VALLEY BAPTIST HEALTH SYSTEM IS A FAITH BASED REGIONAL HEALTH SYSTEM FOCUSED ON IMPROVING THE LIVES OF THE PEOPLE IT SERVES BY PROVIDING HIGH QUALITY HEALTH CARE AND MEDICAL EDUCATION THROUGHOUT SOUTH TEXAS. false false 66451991 230500 84217440 TO FACILITATE MANAGEMENT, CAPTURE OPERATIONAL EFFICIENCIES, AND TO PROVIDE A MORE INTEGRATED AND SIMPLIFIED MEDICAL TREATMENT DELIVERY SYSTEM. 66451991 true false false false false false false false false true false true false false false false false false false false false true false true false false false false false false false false false false false false true true true false false true 70 0 true 323 true true true false false false false false false false false false 16 14 true false false false false true true true true false false true true true true true true true true false X PAUL COURTNEY 9563894596 2101 PEASE STREET HARLINGEN TX 78550 BOB DUNKIN 1.0 X X 0 0 0 BILL ELLIFF 1.0 X X 0 9653 0 JACK ABBOTT 1.0 X 0 6383 0 BOB BOGGUS 1.0 X 0 4080 0 GARY SCHWARZ DDS 1.0 X 0 9423 0 ARNIE GONZALEZ 1.0 X 0 0 0 CODY SCOGIN 1.0 X 0 9423 0 GREG QUISENBERRY 1.0 X X 0 0 0 WILBRON STANTEEN 1.0 X 0 342 0 ARMANDO ELIZARDE 1.0 X 0 9423 0 EDDIE CAUGHFIELD 1.0 X 0 0 0 VERN 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VANDELIA STREET DALLAS TX 75219 FINANCIAL SERVICES 450407 ERNST YOUNG LLP BANK OF AMERICA CHICAGO IL 60693 FINANCIAL SERVICES 436576 9 79182 79182 MANAGEMENT FEES 541610 82983103 81258658 1724445 OTHER OPERATING REVENUE 900099 579679 579679 MEMBERSHIP FEES INCOME 900099 16 16 83562798 90903 90903 0 0 35 4904 -4869 -4869 -4869 0 0 0 OTHER REVENUE 900099 648570 648570 TRAINING & EDUCATION 611710 6072 6072 GAIN ON PENSION PLAN TERMINATION 900099 758648 758648 1413290 85141304 82492995 1724445 844682 230484 230484 16 16 0 0 0 0 15291413 12233130 2293712 764571 0 6310384 5048307 946558 315519 1055138 844110 158271 52757 301851 241481 45278 15093 1917660 1534128 287649 95883 520008 416006 78001 26000 0 0 0 44351546 35481237 6652732 2217577 655981 524785 98397 32799 2486487 53768 2429359 3361 60084 48067 9013 3004 0 3446444 2757155 516967 172322 67889 54311 10183 3394 0 219135 175308 32870 10957 2210864 1768691 331630 110543 0 3620514 3008375 424116 188023 1480185 1184148 222028 74009 RECRUITMENT 428572 428572 DUES & SUBSCRIPTIONS 105839 84671 15876 5292 BAD DEBT 83193 83193 MEDICAL SUPPLIES 75881 60705 11382 3794 REWARDS & RECOGNITION 69765 69765 151971 121578 22794 7599 85141304 66451991 14586816 4102497 580375 320271 1156475 5380810 15842887 5873135 59551596 41504166 21613044 18047430 5335919 6500837 76802 66912 1916778 5082378 46522280 41271773 -5142450 5383814 2750000 2375000 41264386 38238652 21532644 8415389 60404580 54412855 X -13882300 -13141082 -13882300 -13141082 46522280 41271773 X false true true X false X X X false false false VALLEY BAPTIST MEDICAL CENTER 741385476 03 false true true 45996620 VALLEY HEALTH CARE NETWORK 742729113 03 false true true 92490 HARLINGEN PHYSICIAN NETWORK INC 742918185 03 false true true 1507077 VALLEY BAPTIST MEDICAL CENTER BROWNSVILLE 770634227 03 false true true 17405063 VALLEY BAPTIST MEDICAL DEVELOPMENT CORPORATION 742028168 0 false true true 144966 GOLDEN PALMS RETIREMENT AND HEALTH CENTER 742316773 09 false true true 1231 VALLEY BAPTIST MEDICAL CENTER FOUNDATION 741936869 07 false true true 78539 VALLEY BAPTIST HOSPITAL HOLDINGS INC 205394369 07 true true true 0 8 65225986 871739 525110 346629 941841 232615 709226 55924836 40746441 15178395 1813180 0 1813180 18047430 Sante Ventures Investment 1954441 F Health Ent Partners Investment 2546396 F Health Plan Inc Investment 2000000 F 6500837 VBHS PENSION FUND 0 TX WORKFORCE COMMISSION REC 0 MDA GRANT PROGRAM 15809 COST REPORTS 0 DUE FROM AFFILIATES 5066569 5082378 0 DUE TO AFFILIATES 0 LT LIABILITY ASBESTOS 8381772 DEFERRED PENSION COST 0 OTHER LIABILITY 33617 8415389 85141304 85141304 2158201 2158201 82983103 82983103 85141304 2158201 2158201 82983103 82983103 85141304 RECONCILIATION OF REVENUE PER AUDITED F/S TO RETURN SCHEDULE D, PART XII LINE 4B, REVENUE ON RETURN NOT ON BOOKS: MANAGEMENT FEES $82,983,103 RECONCILIATION OF EXPENSES PER AUDITED F/S TO RETURN SCHEDULE D, PART XIII LINE 4B, EXPENSES ON RETURN NOT ON BOOKS: MANAGEMENT FEES $82,983,103 FIN 48 FOOTNOTE SCHEDULE D PART X LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501(c)(3) 30000 CHARITABLE BROWNSVILLE COMMUNITY IMPROVEMENT CORP PO BOX 911 BROWNSVILLE TX 78520 161693242 501(c)(3) 33334 CHARITABLE DIOCESE OF BROWNSVILLE PO BOX 2279 BROWNSVILLE TX 78522 741534098 501(c)(3) 52000 CHARITABLE HARLINGEN CHAMBER OF COMMERCE PO BOX 530967 HARLINGEN TX 78553 740671129 501(c)(6) 15800 CHARITABLE LOAVES AND FISHES PO BOX 247 HARLINGEN TX 78551 742589451 501(c)(3) 6250 CHARITABLE RIO GRANDE VALLEY LIVESTOCK SHOW PO BOX 867 MERCEDES TX 785700867 741016713 501(c)(3) 10000 CHARITABLE CBLSUNRISE MALL - MALL WALKERS 2370 N EXPRESSWAY SUITE 1446 BROWNSVILLE TX 78521 331053755 501(c)(3) 12402 CHARITABLE TEXAS HEALTH INSTITUTE 8501 N MOPAC EXPRESSWAY STE 300 AUSTIN TX 78759 742237787 501(c)(3) 6700 CHARITABLE 7 1 PROCEDURES USED BY ORGANIZATION TO MONITOR USE OF GRANT FUNDS IN THE US SCH I, PART I, QUESTION 2 THE ORGANIZATION EVALUATES AND MONITORS DONEES BASED ON PUBLIC AND PRIVATE DATA X X X X true true false false false false false false false JAMES E EASTHAM 0 1572231 0 0 0 0 0 7350 0 12245 0 1591826 0 0 KIMBERLY A BENEKE 155980 0 0 0 0 0 4431 0 9639 0 170050 0 0 0 SCOTT LIEBERENZ 0 336129 0 0 0 0 0 7350 0 0 0 343479 0 0 JAMES G SPRINGFIELD 0 0 0 0 0 1013954 0 0 0 70198 0 1084152 0 0 MANNY VELA 0 328580 0 0 0 0 0 7350 0 0 0 335930 0 0 MICHAEL J LEAL 150305 0 0 0 0 0 2508 0 0 0 152813 0 0 0 PARTICIPATION IN OR PAYMENT FROM NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN SCH J, PART I, QUESTION 4B THE INDIVIDUALS LISTED BELOW PARTICIPATE IN A 457(F) NONQUALIFIED RETIREMENT PLAN: JAMES E EASTHAM $16,500 SCOTT LEIBERENZ $ 0 JAMES G SPRINGFIELD $ 0 MANNY VELA $16,500 RECIPIENTS OF SEVERANCE PAYMENT OR CHANGE OF CONTROL PAYMENT SCH J, PART I, QUESTION 4A THE INDIVIDUALS LISTED BELOW RECEIVED A SEVERANCE PAYMENT OR A CHANGE OF CONTROL PAYMENT: JAMES G SPRINGFIELD $1,013,954 GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART VI, QUESTION 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. OTHER PERSONS WHO MAY ELECT MEMBERS OF GOVERNING BOARD FORM 990, PART VI, QUESTION 7A BAPTIST GENERAL CONVENTION OF TEXAS OR IT'S EXECUTIVE COMMITTEE (BGCT) SHALL ELECT 75% OF THE MEMBERS OF THE GOVERNING BOARD. PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY FORM 990, PART VI, QUESTION 12C THE BOARD REVIEWS AND RESOLVES TRANSACTIONS, IF ANY, AS THEY ARISE THROUGHOUT THE YEAR. PROCESS FOR DETERMINING COMPENSATION OF OFFICERS, DIRECTORS, KEY EMPLOYEES FORM 990, PART VI, QUESTIONS 15A & 15B THE BOARD OF DIRECTORS OF VALLEY BAPTIST DEVELOPED THE POLICY TO BE UTILIZED FOR DETERMINING COMPENSATION. A COMPENSATION COMMITTEE WAS FORMED FROM THE BOARD WHO OVERSEES THIS PROCESS. VALLEY BAPTIST UTILIZES AN INDEPENDENT COMPENSATION CONSULTING FIRM WHICH APPROVES THE PAY RANGES PROPOSED BASED ON PUBLISHED SURVEY DATA. WRITTEN EMPLOYMENT CONTRACTS ARE EXECUTED WITH THE CEO ONLY. PROCESS TO REVIEW THE FORM 990 FORM 990, PART VI, QUESTION 11 THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, THE FORM IS REVIEWED BY THE ORGANIZATION'S INTERNAL ACCOUNTANTS AND GOVERNING BOARD PRIOR TO FILING. BUSINESS RELATIONSHIPS WITH OFFICERS, DIRECTORS, TRUSTEES FORM 990, PART VI, QUESTION 2 DIRECTOR MICHAEL SCAIEF AND VICE CHAIRMAN BILL ELLIFF HAVE A BUSINESS RELATIONSHIP. DIRECTOR MICHAEL SCAIEF AND CHAIRMAN BOB DUNKIN HAVE A BUSINESS RELATIONSHIP. DIRECTOR BOB BOGGUS AND SECRETARY GREG QUISENBERRY HAVE A BUSINESS RELATIONSHIP. VICE CHAIRMAN BILL ELLIFF, DIRECTOR GARY SCHWARZ, AND PRESIDENT & CEO JAMES G SPRINGFIELD HAVE A BUSINESS RELATIONSHIP. SECRETARY GREG QUISENBERRY AND VICE CHAIRMAN BILL ELLIFF HAVE A BUSINESS RELATIONSHIP. DIRECTOR ARNIE GONZALEZ AND DIRECTOR MICHAEL SCAIEF HAVE A BUSINESS RELATIONSHIP. VP & CORP COUNSEL MANNY VELA AND EX-OFFICIO MEMBER JAMES G SPRINGFIELD HAVE A BUSINESS RELATIONSHIP. SECRETARY GREG QUISENBERRY AND DIRECTOR MICHAEL SCAIEF HAVE A BUSINESS RELATIONSHIP. APPROVAL OF DECISIONS OF GOVERNING BOARD FORM 990, PART VI, QUESTION 7B BGCT SHALL HAVE THE POWER TO APPROVE DECISIONS OF THE GOVERNING BOARD REGARDING AMENDING ARTICLE OF INCORPORATION OR BYLAWS. BGCT SHALL ALSO APPROVE DECISIONS TO MERGE OR CONSOLIDATE WITH ANY OTHER CORPORATION IF THE HEALTH SYSTEM IS NOT THE SURVIVING CORPORATION OR IF IT MAY CAUSE THE HEALTH SYSTEM TO DEVIATE FROM ITS PURPOSES. AVERAGE HOURS WORKED FOR RELATED ORGANIZATIONS FORM 990, VII AVG HOURS WORKED FOR RELATED ORG JAMES E EASTHAM 16 SCOTT LIEBERENZ 17 MANNY VELA 17 OTHER DIRECTORS MAY DEDICATE ONE TO SIX HOURS TO RELATED ORGANIZATIONS. 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