COVENANT HEALTH SYSTEM: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- COVENANT HEALTH SYSTEM (EIN 75-2765566)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201121339349303562
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T13:05:22-04:00 | 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 | 752765566 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COVENANT HEALTH SYSTEM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COVE | NameControl |
| Phone | 8067251011 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3615 19TH STREET | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 794101203 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN GRIGSON | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Date Signed | 2011-05-12 | 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 | JOHN GRIGSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3615 19TH STREET | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 794101203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 586582484 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.COVENANTHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5045 | TotalNbrEmployees |
| Total Nbr Volunteers | 250 | TotalNbrVolunteers |
| Total Gross UBI | 6728650 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2340135 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2190068 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 600662152 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 575994529 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -5026801 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8397887 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 597975486 | TotalRevenuePriorYear |
| Total Revenue Current Year | 586582484 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 34405998 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2736200 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 226508178 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 206290427 | 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 | 374619412 | OtherExpensePriorYear |
| Other Expenses Current Year | 345986732 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 635533588 | TotalExpensesPriorYear |
| Total Expenses Current Year | 555013359 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -37558102 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 31569125 | RevenuesLessExpensesCY |
| Total Assets BOY | 588720957 | TotalAssetsBOY |
| Total Assets EOY | 579848539 | TotalAssetsEOY |
| Total Liabilities BOY | 271505498 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 238741447 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 317215459 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 341107092 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 479817321 | Expense |
| Grants | 2736200 | Grants |
| Revenue | 569265879 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 479817321 | 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 | 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 | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | 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 | true | 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 | 396 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 5045 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| 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 | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | 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 | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SHARON CLARK | NamePerson |
| Telephone Number | 8067255234 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3615 19TH STREET | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 794101203 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| JOHN C ANDERSON | |||||||||
| BOARD MEMBER/COMMITTEE CHAIR | 4.0 | X | 0 | 0 | 0 | ||||
| SUZANNE BLAKE | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| JOE DEE BROOKS | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| NAIDU CHEKURU MD | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| MONSIGNOR DAVID CRUZ | |||||||||
| BOARD MEMBER/COMMITTEE CHAIR | 4.0 | X | 0 | 0 | 0 | ||||
| JAMES E HARRELL MD | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 610024 | 28217 | ||||
| SAM HAWTHORNE | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| BRENT HOFFMAN | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| MARK JOHNSON MD | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 39192 | 0 | ||||
| VAN MAY | |||||||||
| BOARD MEMBER/VICE CHAIR | 2.0 | X | 0 | 0 | 0 | ||||
| JUAN SANCHEZ MUNOZ PHD | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| DAN POPE | |||||||||
| BOARD MEMBER/CHAIR | 5.0 | X | 0 | 0 | 0 | ||||
| JANIE RAMIREZ | |||||||||
| BOARD MEMBER/COMMITTEE CHAIR | 4.0 | X | 0 | 0 | 0 | ||||
| MICHAEL ROBERTSON MD | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 35925 | 0 | ||||
| JOE RANDOLPH | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 1204755 | 51966 | ||||
| SISTER SUZANNE SASSUS CSJ | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| DAVID SEIM | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| SISTER MARY THERESE SWEENEY CSJ | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| JOHN ZWIACHER | |||||||||
| BOARD MEMBER/SECRETARY/COM CHR | 4.0 | X | 0 | 0 | 0 | X | |||
| RICHARD PARKS | |||||||||
| PRESIDENT/CEO | 47.0 | X | 0 | 0 | 0 | X | |||
| MELINDA CLARK | |||||||||
| PRESIDENT/CEO (thru 10/1/09) | 47.0 | X | 0 | 1304621 | 15442 | X | |||
| ELLIOT STERNBERG | |||||||||
| EXEC VP, MEDICAL OFFICER | 2.0 | X | 0 | 873890 | 37835 | ||||
| JIM HOUSER | |||||||||
| PRESIDENT/CEO (INTERIM) | 47.0 | X | 259000 | 0 | 0 | X | |||
| BRETT ESROCK | |||||||||
| COO | 47.0 | 564714 | 0 | 31902 | X | ||||
| JOHN GRIGSON | |||||||||
| CFO | 47.0 | 430448 | 0 | 22685 | X | ||||
| STEVEN MCCAMY | |||||||||
| PRESIDENT COVENANT MEDICAL GRP | 40.0 | 388797 | 0 | 28110 | X | ||||
| ROXIE TAYLOR | |||||||||
| VP ADMIN LAKESIDE & JACC | 40.0 | 346795 | 0 | 31122 | X | ||||
| SUSAN NEVES | |||||||||
| VP ADMIN - CMC | 40.0 | 336790 | 0 | 25253 | X | ||||
| SHARYN IVORY | |||||||||
| VP ADMIN POST - ACUTE SVCS | 40.0 | 319220 | 0 | 33091 | X | ||||
| KAREN BAGGERLY | |||||||||
| VP - NURSING | 40.0 | 307436 | 0 | 32723 | X | ||||
| SCOTT ROBINS MD | |||||||||
| VP - CHIEF MED OFFICER - CHS | 38.0 | 508234 | 0 | 25577 | X | ||||
| JAMES WURTS | |||||||||
| VP BUSINESS DEVELP & PLAN | 40.0 | 393712 | 0 | 7005 | X | ||||
| SHARON PRATHER | |||||||||
| PRESIDENT FOUNDATION | 40.0 | 317750 | 0 | 35671 | X | ||||
| WILLIAM BOPP | |||||||||
| VP - STRATEGIC PLANNING | 40.0 | 314535 | 0 | 19247 | X | ||||
| GWENDOLYN STAFFORD | |||||||||
| VP - EXTERNAL AFFAIRS | 40.0 | 301395 | 0 | 25988 | X | ||||
| CRAIG RUCKER | |||||||||
| FORMER CFO | 0.0 | 847119 | 0 | 2607 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5635945 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 4068407 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 454441 | TotalOtherCompensation |
| Number Individuals GT100 K | 157 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | true | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ARAMARK | |||||
| 25271 NETWORK PLACE | CHICAGO | IL | 606731252 | FOOD SERVICES | 7044956 |
| ALSCO INC | |||||
| 404 N UNIVERSITY AVE | LUBBOCK | TX | 79415 | LINEN SERVICES | 2475988 |
| GE MEDICAL SYSTEMS | |||||
| PO BOX 843553 | DALLAS | TX | 752843553 | BIOMED SERVICES | 2154572 |
| BOLICK INC | |||||
| PO BOX 64845 | LUBBOCK | TX | 79464 | TRANSCRIPTION | 2014823 |
| HEALTHSMART PREFERRED CARE | |||||
| PO BOX 949009 | DALLAS | TX | 752849009 | HEALTH SERVICES | 1500063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 157 | NumberOfContractorsGT100K |
| Related Organizations | 2190068 | RelatedOrganizations |
| Total Contributions | 2190068 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PATIENT REVENUE | 622110 | 545694925 | 545694925 | |
| OUTREACH LAB SERVICES | 621511 | 5987364 | 5987364 | |
| BILLING/ MANAGEMENT FEES | 541611 | 11196703 | 10455417 | 741286 |
| CAFETERIA | 722310 | 2903803 | 2903803 | |
| MEDICAL OFFICE BUILDING | 531120 | 2476682 | 2476682 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7735052 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7735052 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 575994529 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8397887 | TotalRevenueColumn |
| Exclusion | $8,397,887 | 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 | 586582484 | TotalRevenueColumn |
| Related Or Exempt Function Income | 569265879 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 6728650 | UnrelatedBusinessRevenue |
| Exclusion | $8,397,887 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2736200 | Total |
| Program Services | 2736200 | 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 | 3638925 | Total |
| Program Services | 2491356 | ProgramServices |
| Management And General | 1147569 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113874 | Total |
| Program Services | 113874 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139854297 | Total |
| Program Services | 118859071 | ProgramServices |
| Management And General | 20995226 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10232475 | Total |
| Program Services | 8697604 | ProgramServices |
| Management And General | 1534871 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40884120 | Total |
| Program Services | 34751502 | ProgramServices |
| Management And General | 6132618 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11566736 | Total |
| Program Services | 9831726 | ProgramServices |
| Management And General | 1735010 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
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 | 3037891 | Total |
| Program Services | 2582207 | ProgramServices |
| Management And General | 455684 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 414000 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 414000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21242 | Total |
| Program Services | 21242 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
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 | 83255433 | Total |
| Program Services | 70767118 | ProgramServices |
| Management And General | 12488315 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4641191 | Total |
| Program Services | 3945012 | ProgramServices |
| Management And General | 696179 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112410792 | Total |
| Program Services | 95549173 | ProgramServices |
| Management And General | 16861619 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 854175 | Total |
| Program Services | 726049 | ProgramServices |
| Management And General | 128126 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15754915 | Total |
| Program Services | 13391677 | ProgramServices |
| Management And General | 2363238 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 701561 | Total |
| Program Services | 596327 | ProgramServices |
| Management And General | 105234 | 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 | 122520 | Total |
| Program Services | 104142 | ProgramServices |
| Management And General | 18378 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12253014 | Total |
| Program Services | 10415062 | ProgramServices |
| Management And General | 1837952 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45781015 | Total |
| Program Services | 38913863 | ProgramServices |
| Management And General | 6867152 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5221185 | Total |
| Program Services | 4438007 | ProgramServices |
| Management And General | 783178 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBT EXPENSE | 57306537 | 57306537 | 0 | 0 |
| ALL OTHER EXPENSES | 4211261 | 3579572 | 631689 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 555013359 | Total |
| Program Services | 479817321 | ProgramServices |
| Management And General | 75196038 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 18927189 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28496162 | BOY |
| EOY | 27086884 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71171732 | BOY |
| EOY | 67367917 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10709969 | BOY |
| EOY | 10289175 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3619252 | BOY |
| EOY | 3322171 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 720545820 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 443314825 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312281379 | BOY |
| EOY | 277230995 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96629446 | BOY |
| EOY | 83314379 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22350709 | BOY |
| EOY | 12003105 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195601 | BOY |
| EOY | 83829 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43266707 | BOY |
| EOY | 80222895 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 588720957 | BOY |
| EOY | 579848539 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48349366 | BOY |
| EOY | 46972360 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3379918 | BOY |
| EOY | 3095771 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219776214 | BOY |
| EOY | 188673316 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 271505498 | BOY |
| EOY | 238741447 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 317215459 | BOY |
| EOY | 341107092 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 317215459 | BOY |
| EOY | 341107092 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 588720957 | BOY |
| EOY | 579848539 | 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 | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
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 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 | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $21,242 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 21242 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE C, PART II-B, LINE 1I | Identifier |
| Return Reference | PORTION OF DUES PAID TO HOSPITAL ASSOCIATIONS FOR LOBBYING ACTIVITIES | ReturnReference |
| Explanation | DURING THE PAST YEAR, THE ST. JOSEPH HEALTH SYSTEM HAS CONDUCTED AN ADVOCACY EFFORT WHICH INCLUDED SOME LOBBYING ACTIVITY. THESE INCLUDED MEETING WITH LOCAL, STATE, AND FEDERAL LEGISLATORS, THEIR STAFF AND OTHER GOVERNMENTAL OFFICIALS AND COMMUNICATIONS TO LEGISLATORS ADVOCATING POSITIONS ON LEGISLATION. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18349427 | OtherCostOrOtherBasis |
| Book Value | 18349427 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 390769412 | OtherCostOrOtherBasis |
| Depreciation | 273899145 | Depreciation |
| Book Value | 387646010 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20093954 | OtherCostOrOtherBasis |
| Book Value | 20093954 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 291333027 | OtherCostOrOtherBasis |
| Book Value | 291333027 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 717422418 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BOARD DESIGNATED ASSETS | 380155 |
| ASSETS HELD IN TRUSTS | 5155386 |
| LONG TERM DUE FROM AFFILIATES | 67024904 |
| OTHER RECEIVABLES | 1038353 |
| DUE FROM THIRD PARTY | 4502860 |
| DEFERRED FINANCING COSTS-NET | 2121237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 80222895 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PAYABLE TO THIRD - PARTY PAYORS | $8,567,841 |
| CURRENT MATURITIES OF LT DEBT | $11,750,602 |
| LT TERM NOTES | $159,557,038 |
| OTHER LIABILITIES | $8,797,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 188673316 | TotalOfAmounts |
Schedule G IRS990ScheduleG
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
Other Percentage OtherPercentage
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Free Other Percentage | 175. | FreeOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent300 | X | Pcent300 |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | false | ExpensesExceededBudget |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 12077368 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 12077368 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02440 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 66652014 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 50123404 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 16528610 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03340 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 3153109 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 3072747 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 80362 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 81882491 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 53196151 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 28686340 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05800 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 3957892 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 906731 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3051161 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00620 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 13398382 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 13398382 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02710 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 5679 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 5679 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 172837 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 172837 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2090838 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 2090838 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00420 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 19625628 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 906731 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 18718897 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03780 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 101508119 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 54102882 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 47405237 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.09580 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 80933 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 80933 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 116007 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 116007 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 196940 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 196940 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $9,916,667 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 135083697 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 448400963 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -313317266 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV (4 entries)
| Description Ent Primary ActivityDescriptionEntPrimaryActivity | Organization Profit Or OwnershipOrganizationProfitOrOwnership | Officers Etc Profit Or OwnershipOfficersEtcProfitOrOwnership | Physicans Profit Or OwnershipPhysicansProfitOrOwnership |
|---|---|---|---|
| COVENANT L-T CARE LP | |||
| LONG-TERM CARE | 0.67000 | 0.00000 | 0.33000 |
| LUBBOCK SURG CTR LTD | |||
| HEALTHCARE | 0.59000 | 0.00000 | 0.41000 |
| METHODIST DIAGNOSTIC | |||
| HEALTHCARE | 0.60000 | 0.00000 | 0.40000 |
| LUBBOCK GAMMA LP | |||
| HEALTHCARE | 0.40000 | 0.00000 | 0.60000 |
Form990 Schedule H Part V Form990ScheduleHPartV (9 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Er24 HoursEr24Hours | Childrens HospitalChildrensHospital | OtherOther |
|---|---|---|---|---|---|---|---|---|
| COVENANT MEDICAL CENTER | ||||||||
| 3615 19TH STREET | LUBBOCK | TX | 794101203 | X | X | X | ||
| COVENANT HEART & VASCULAR INSTITUTE | ||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | X | ||||
| JOE ARRINGTON CANCER RSCH & TRTMT CENTER | ||||||||
| 4101 22ND PLACE | LUBBOCK | TX | 79410 | X | ||||
| ARRINGTON COMPREHENSIVE BREAST CENTER | ||||||||
| 41010 22ND PLACE | LUBBOCK | TX | 79410 | X | ||||
| COVENANT MED CENTER - LAKESIDE CAMPUS | ||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | X | X | X | X | |
| SOUTHWEST MEDICAL PARK | ||||||||
| 4010 22ND PLACE | LUBBOCK | TX | 79410 | X | ||||
| FAMILY HEALTHCARE CENTER | ||||||||
| 6502 SLIDE ROAD | LUBBOCK | TX | 79410 | X | MEDICAL CLINIC | |||
| FAMILY HEALTHCARE CENTER | ||||||||
| 416 FRANKFORD ROAD | LUBBOCK | TX | 79410 | X | MEDICAL CLINIC | |||
| FAMILY HEALTHCARE CENTER | ||||||||
| 7601 QUAKER AVENUE | LUBBOCK | TX | 79410 | X | MEDICAL CLINIC | |||
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Costing Method Used | THE MEDICARE COST REPORT WAS USED TO DETERMINE COMMUNITY BENEFIT SERVICES ALONG WITH ADDITIONAL INFORMATION PROVIDED BY THE COMMUNITY BENEFITS DEPARTMENT. WORKSHEET 2 FROM THE IRS INSTRUCTIONS WAS USED TO HELP DETERMINE THE COST-TO-CHARGE RATIO FOR COMMUNITY BENEFIT DETERMINATION. | CostingMethodUsed |
| Percent Of Total Expense Expln | BAD DEBT EXPENSE OF $57,306,537 WAS INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT IS SUBTRACTED FOR THE PURPOSE OF CALCULATING THE PERCENTAGE OF NET COMMUNITY BENEFIT. | PercentOfTotalExpenseExpln |
| Bad Debt Footnote | BAD DEBT EXPENSE FOOTNOTE FROM AUDITED FINANCIAL STATEMENTS: THE ORGANIZATION RECEIVES PAYMENT FOR SERVICES RENDERED TO PATIENTS FROM FEDERAL AND STATE GOVERNMENTS UNDER THE MEDICARE AND MEDICAID PROGRAMS, PRIVATELY SPONSORED MANAGED CARE PROGRAMS FOR WHICH PAYMENT IS MADE BASED ON TERMS DEFINED UNDER FORMAL CONTRACTS, AND OTHER PAYORS. THE ORGANIZATION BELIEVES THERE ARE NO SIGNIFICANT RISKS ASSOCIATED WITH RECEIVABLES FROM GOVERNMENT PROGRAMS. RECEIVABLES FROM CONTRACTED AND OTHERS ARE FROM VARIOUS PAYORS WHO ARE SUBJECT TO DIFFERING ECONOMIC CONDITIONS AND DO NOT REPRESENT ANY CONCENTRATED RISKS TO THE ORGANIZATION. THE ORGANIZATION CONTINUALLY MONITORS AND ADJUSTS THE RESERVES ASSOCIATED WITH RECEIVABLES. THE ORGANIZATION ESTIMATES BAD DEBT EXPENSE AND THE ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED ON HISTORICAL COLLECTION EXPERIENCE. BAD DEBT WAS CALCULATED USING THE MEDICARE COST-TO-CHARGE RATIO. PATIENTS QUALIFY FOR CHARITY CARE BASED UPON THEIR COMPLETION OF THE CHARITY APPLICATION. IF APPLICATION PROCESS IS NOT COMPLETE, THEY ARE CLASSIFIED AS SELF PAY. ACCOUNT IS WRITTEN TO BAD DEBT IF UNPAID FOR A PERIOD OF TIME. | BadDebtFootnote |
| Shortfall As Community Benefit | AS A CATHOLIC HEALTH CARE MINISTRY, THE ORGANIZATION FOLLOWS THE CATHOLIC HEALTH ASSOCIATION'S COMMUNITY BENEFIT REPORTING GUIDELINES AND THEREFORE DOES NOT REPORT MEDICARE AS A COMMUNITY BENEFIT. THE COSTING METHODOLOGY USED TO DETERMINE THE AMOUNT REPORTED ON LINE 6 IS AS FOLLOWS: THE COST-TO-CHARGE RATIO AS CALCULATED FOR FY10, BASED ON GROSS PATIENT REVENUE AND TOTAL OPERATING EXPENSES. | ShortfallAsCommunityBenefit |
| Debt Collection Policy | PRIOR TO ADVANCING ANY ACCOUNT FOR EXTERNAL COLLECTION, THE ORGANIZATION PERFORMS AN EVALUATION TO IDENTIFY IF THE ACCOUNT QUALIFIES FOR CHARITY CARE. ALL ACCOUNTS ARE SCREENED FOR CHARITY CARE ELIGIBILITY USING CRITERIA THAT CONSIDERS INSURANCE COVERAGE, CREDIT RATING, PAYMENT ACTIVITY, AND VALID SOCIAL SECURITY NUMBER AND/OR ACCURATE RESIDENCE ADDRESS. | DebtCollectionPolicy |
| Needs Assessment | A NEEDS ASSESSMENT IS COMPILED FROM COVENANT'S 2008 ANNUAL MARKET ASSESSMENT WHICH DETAILS OVERARCHING HEALTHCARE CONCERNS FOR TEXAS IN GENERAL AS WELL AS MANY DETAILS AFFECTING THE LUBBOCK AREA IN PARTICULAR. SOME OF THE OTHER SOURCES USED FOR COVENANT'S NEEDS ASSESSMENT INCLUDED: ST. JOSEPH HEALTH SYSTEM'S NEEDS ASSESSMENT, THE UNITED WAY COMMUNITY STATUS REPORT, AND THE TEXAS DEPARTMENT OF STATE HEALTH SERVICES. THE PROCESS USED FOR THE PRIORITIZATION OF THE PROGRAMS WAS DETERMINED BY GENERAL CONSENSUS. ALL ASSESSMENTS USED FOR THIS PLAN, PRIMARY AND SECONDARY DATA THAT WAS ANALYZED, INDIVIDUAL MEETINGS WITH GROUPS OF STAKEHOLDERS, AND MEMBERS OF THE COMMUNITY BENEFIT COMMITTEE ALL CONFIRMED THE PROGRAMS WHICH ARE PRIORITIZED FOR THIS PLAN. THE COMMUNITY BENEFIT COMMITTEE, WHICH IS COMPOSED OF FIVE COVENANT BOARD MEMBERS AND FIVE COMMUNITY MEMBERS, BRINGS A HISTORY OF WORK WITHIN THE COMMUNITIES WE SERVE. THE FIVE BOARD MEMBERS HAVE A BROAD OVERVIEW OF THE CORE AND SECONDARY SERVICE AREAS; THE COMMUNITY MEMBERS UNDERSTAND THE DEMOGRAPHICS AND SPECIFIC NEEDS, PARTICULARLY IN THE LUBBOCK AREA. BY HEAVILY RELYING ON THE EXPERTISE OF THESE TEN MEMBERS, PRIORITIZATION OF THE PROGRAM WAS FINALIZED. | NeedsAssessment |
| Patient Education Assistance | THE ORGANIZATION POSTS NOTICES INFORMING THE PUBLIC OF THE FINANCIAL ASSISTANCE PROGRAM. NOTICES ARE POSTED IN HIGH VOLUME INPATIENT AND OUTPATIENT SERVICE AREAS. NOTICES ARE ALSO POSTED AT LOCATIONS WHERE A PATIENT MAY PAY THEIR BILL. NOTICES INCLUDE CONTACT INFORMATION ON HOW A PATIENT CAN OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR ASSISTANCE. THESE NOTICES ARE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT ARE REPRESENTATIVE OF 5% OR GREATER OF PATIENTS IN THE HOSPITAL'S SERVICE AREA. ALL PATIENTS WHO DEMONSTRATE LACK OF FINANCIAL COVERAGE BY THIRD PARTY INSURERS ARE OFFERED AN OPPORTUNITY TO COMPLETE THE FINANCIAL ASSISTANCE APPLICATION AND ARE OFFERED INFORMATION, ASSISTANCE, AND REFERRAL AS APPROPRIATE TO GOVERNMENT-SPONSORED PROGRAMS FOR WHICH THEY MAY BE ELIGIBLE. | PatientEducationAssistance |
| Community Information | COVENANT IS THE ONLY SJHS MINISTRY PROVIDING SERVICES TO COMMUNITIES IN TWO STATES. COVENANT PROVIDES SERVICES IN NEW MEXICO AND DRAWS PATIENTS FROM NEW MEXICO COMMUNITIES INTO LUBBOCK. THE CIRCUMSTANCES OF THESE COMMUNITY MEMBERS PROFOUNDLY IMPACT THE ORGANIZATION AND THE SERVICES IT PROVIDES. COVENANT HEALTH SYSTEM'S COMMUNITY BENEFIT PRIORITIES ADDRESS DUHN POPULATIONS WITHIN BOTH CORE SERVICE AREAS AND SECONDARY SERVICE AREAS FOR COMMUNITY RESIDENTS WHO ARE FACED WITH MULTIPLE HEALTH PROBLEMS AND HAVE LIMITED ACCESS TO TIMELY, HIGH-QUALITY HEALTH CARE. CORE SERVICE AREAS INCLUDE THE TEXAS COUNTIES OF LUBBOCK, BAILEY, LAMB, HALE, FLOYD, MOTLEY, COCHRAN, HOCKLEY, CROSBY, DICKENS, YOAKUM, TERRY, LYNN, GARZA, KENT, GAINES, DAWSON, BORDEN, SCURRY, AND EDDY COUNTY IN NEW MEXICO. ESPECIALLY WITHIN LUBBOCK, FOUR NEIGHBORHOODS, ARNETT-BENSON, HARWELL, PARKWAY-CHERRY POINT AND DUNBAR-MANHATTAN HEIGHTS, ARE DESIGNATED AS MEDICALLY UNDERSERVED AREAS (MUA'S). SECONDARY SERVICE AREAS INCLUDE PARMER, CASTRO, AND KING COUNTIES IN TEXAS. LUBBOCK, THE LARGEST CITY WITHIN THE CORE AND SECONDARY SERVICE AREAS, IS LOCATED ON THE SOUTH PLAINS OF TEXAS AND HAS A POPULATION OF 204,737 AND A COUNTY (LUBBOCK COUNTY) POPULATION OF 250,446, ACCORDING TO THE 2003 ESTIMATES OF THE US CENSUS. LUBBOCK SERVES AS A MAJOR MEDICAL CENTER FOR THE ENTIRE SOUTH PLAINS OF TEXAS AND EASTERN NEW MEXICO REGION, CARING FOR PEOPLE WITHIN A 57-COUNTY, 80,000 SQUARE MILE RADIUS OF THE CITY. THE POPULATION OF COVENANT HEALTH SYSTEM'S CORE SERVICE AREA IS EXPECTED TO INCREASE. WHILE ONLY MODEST INCREASES ARE EXPECTED, THEY ARE WELCOMED, AS PREVIOUS ASSESSMENTS INDICATED A SLIGHT LOSS OF POPULATION FOR MOST OF OUR PRIMARY SERVICE AREAS. IT IS IMPORTANT TO FIRST MENTION SOME OF THE HEALTH CHARACTERISTICS OF TEXAS WHICH ALSO AFFECT THE LUBBOCK AREA. TEXAS HAS THE FIFTH HIGHEST POVERTY RATE AMONG THE STATES; ONE IN SIX TEXANS IS CONSIDERED POOR. TEXAS HAS THE EIGHTH HIGHEST RATE OF SENIOR CITIZENS LIVING IN POVERTY. ONE HALF OF CHILDREN IN TEXAS LIVE IN POVERTY OR ARE ECONOMICALLY DISADVANTAGED. TEXAS CONTINUES TO BE A LOW-WAGE, LOW-BENEFIT STATE. WITH THAT SAID, TEXAS HAS A CRISIS IN COVERAGE. THE ECONOMIC, EDUCATIONAL, CULTURAL, AND SOCIAL STRENGTH OF TEXAS DEPENDS UPON THE HEALTH OF ITS CITIZENS; ALARMINGLY, ABOUT 24% OF ITS POPULATION IS WITHOUT INSURANCE - THE HIGHEST IN THE NATION. THE INCREASING NUMBER OF UNINSURED PATIENTS PLACES AN EXTRAORDINARY ECONOMIC AND SERVICE BURDEN UPON HEALTHCARE PROVIDERS, HOSPITALS, AND THE COMMUNITIES THAT FUND THE HEALTHCARE SERVICES. THE OVERALL HEALTH STATUS OF TEXANS IS POOR IN COMPARISON WITH OTHER STATES AND LIKELY TO DECLINE FURTHER WITHOUT INTERVENTION. THE INCREASING NUMBER OF INDIVIDUALS WITHOUT INSURANCE OR ADEQUATE COVERAGE IS A SIGNIFICANT AND CONTINUING CONCERN FOR THE COUNTRY AND A MAJOR POLICY CHALLENGE FOR TEXAS. A MILLION UNINSURED TEXANS DO NOT RECEIVE ADEQUATE CARE FOR CHRONIC DISEASES AND 2,500 DIE PREMATURELY EACH YEAR. STUDIES INDICATE THE UNINSURED ARE LESS LIKELY TO SEEK PREVENTATIVE AND SCREENING SERVICES THAT MINIMIZE MORE COSTLY SERVICES LATER. 5.6 MILLION TEXANS ARE CONTINUOUSLY WITHOUT MEDICAL INSURANCE THROUGHOUT THE YEAR; 8.5 MILLION GO WITHOUT INSURANCE AT SOME POINT IN THE YEAR. MEDICAL EXPENSES ARE THE SINGLE LARGEST REASON FOR PERSONAL BANKRUPTCIES AMONG TEXANS. LUBBOCK, TX, ESPECIALLY WITHIN SERVICE AREAS, ALSO FACES ECONOMIC AND HEALTHCARE CHALLENGES. BECAUSE OF ITS DIVERSE ECONOMY, WHICH IS GROUNDED IN AGRICULTURE, MANUFACTURING, AND TRADE, THERE IS A SIGNIFICANT MIGRATION OF BOTH PERMANENT AND TEMPORARY DWELLERS INTO THE AREA. IT IS A YOUTHFUL POPULATION WITH A MEDIAN AGE OF 31 COMPARED TO THE STATE MEDIAN OF 33.2, WHICH IS PARTIALLY DRIVEN BY THE UNIVERSITIES' PRESENCE IN THE REGION. HOWEVER, THE REMAINING COMMUNITIES COVENANT CARES FOR WITHIN THE CORE AND SECONDARY SERVICE AREAS HAVE A DISPROPORTIONATE NUMBER OF PEOPLE WHO ARE BOTH BELOW THE FEDERAL POVERTY LEVEL AND WHO ARE ABOVE THE AGE OF 65 AND ARE IN NEED OF GREATER ACCESS TO HEALTHCARE. MANY OF THESE COMMUNITIES ARE MEDICALLY UNDERSERVED AREAS (MUA'S) OR PERSISTENT POVERTY AREAS (PPA'S) OR BOTH. SPECIFICALLY FOCUSING ON THE STATISTICS FOR THE ECONOMIC CHARACTERISTICS OF THE LUBBOCK AREA, THE MOST RECENT INDICATORS, FROM THE UNITED WAY'S 2008 COMMUNITY STATUS REPORT, SHOW THAT THE PERCENTAGE OF CHILDREN LIVING IN POVERTY IN LUBBOCK COUNTY IS 22.4% WHICH IS A 7% DECREASE FROM THE PREVIOUS YEAR AND 21% ABOVE THE US AVERAGE. THE PERCENTAGE OF ADULTS LIVING IN POVERTY IS 18% WHICH IS A 1.7% INCREASE FROM THE PREVIOUS YEAR AND 55% ABOVE THE US AVERAGE. THE PERCENTAGE OF INDIVIDUALS WITHOUT HEALTH INSURANCE IS 24.8% COMPARED TO 23.9% FOR TEXAS IN GENERAL AND 15.1% FOR THE US AVERAGE. IT IS CLEAR THAT COVENANT'S SERVICE TO DUHN POPULATIONS IN ADDRESSING HEALTHCARE CHALLENGES IS PRIMARILY FOCUSED ON ACCESS TO TIMELY, HIGH QUALITY HEALTHCARE. BOTH THE CORE AND SECONDARY SERVICE AREAS FACE MULTIPLE HEALTH PROBLEMS WHICH RANGE FROM CANCER TO UNHEALTHY LIVING HABITS. THE CANCER RATE FOR COVENANT (INCLUDING VARIOUS TYPES OF CANCER) IS ABOUT 931/100,000. THE DIABETES PREVALENCE FOR COVENANT'S SERVICE REGIONS IS 11.47% COMPARED TO THE NATIONAL AVERAGE OF 7.5%. WITH REGARD TO HYPERTENSION, COVENANT SERVICE REGIONS REPORT 34.99% COMPARED TO THE NATIONAL AVERAGE OF 25.5%. IN ADDRESSING THE RATES OF UNHEALTHY LIVING, 15.6% OF LUBBOCK COUNTY RESIDENTS ARE SMOKERS AND 12.9% HAVE PARTICIPATED IN BINGE DRINKING IN THE PAST MONTH. 71.8% OF LUBBOCK COUNTY'S ADULTS ARE OVERWEIGHT OR OBESE, AND 20.5% OF THE OVERWEIGHT OR OBESE ARE CHILDREN. THE HISPANIC POPULATION IS CLOSE TO 30%, NEARLY TWICE THE NATIONAL AVERAGE. ACCORDING TO THE UNITED WAY'S COMMUNITY PLANNING MODEL 2008: LUBBOCK COMMUNITY STATUS REPORT; BY 2040, IT IS PROJECTED THAT HISPANICS WILL BE AT LEAST ONE HALF OF ALL AGE GROUPS YOUNGER THAN 65, AND ABOUT TWO THIRDS OF ALL AGE GROUPS YOUNGER THAN 40. ALTHOUGH ANGLOS COMPRISED 63% OF LUBBOCK COUNTY'S POPULATION IN 2000 (WHICH ALSO REPRESENTS THE SURROUNDING COUNTIES' DEMOGRAPHICS), IT IS ESTIMATED THAT THEY WILL BE 50% OF THE POPULATION IN 2020 AND ONLY 42.8% OF THE POPULATION IN 2030. | CommunityInformation |
| Community Building Activities | AS A VALUES-BASED, NONPROFIT ORGANIZATION, COVENANT HEALTH SYSTEM HAS AN ONGOING COMMITMENT TO REACH OUT TO THOSE IN NEED WITHIN THE COMMUNITIES WE SERVE. SINCE THE MID-1980S, OUR COMMUNITY OUTREACH INITIATIVE HAS OFFERED SUPPORT TO DISPROPORTIONATE UNMET HEALTH NEEDS (DUHN) POPULATIONS - THOSE WHO ARE VULNERABLE, UNINSURED OR GEOGRAPHICALLY ISOLATED FROM CONVENTIONAL HEALTHCARE FACILITIES. PROGRAMS INCLUDE RELAY FOR LIFE SURVIVOR DINNER, RAGIN CAJUN SPECIAL OLYMPICS, NICU BAKE SALE, RELAY FOR LIFE COMMITTEE MEETINGS, AND COMMUNITY SERVICE VOLUNTEERS. THESE COSTS ARE REPORTED ON SCHEDULE H, PART II, LINES 3 AND 6. | CommunityBuildingActivities |
| Other Information | PROMOTING THE HEALTH OF THE COMMUNITY OUR COMMUNITY BENEFIT COMMITTEE, A SUBCOMMITTEE OF CHS'S BOARD OF TRUSTEES, IS MADE UP OF HOSPITAL LEADERSHIP AND LOCAL COMMUNITY PROFESSIONALS. OUR EXECUTIVE MANAGEMENT TEAM (EMT) IS INVOLVED IN COMMUNITY BENEFIT PLANNING AND REPORTING BY HAVING THE VICE PRESIDENT OF MISSION INTEGRATION ATTEND COMMUNITY BENEFIT COMMITTEE MEETINGS. IN ADDITION, THE CHAIR OF THE COMMUNITY BENEFIT COMMITTEE REPORTS MONTHLY AT BOARD OF TRUSTEE MEETINGS, KEEPING THEM INFORMED ABOUT PROGRAM PROGRESS. THE COMMUNITY BENEFIT COMMITTEE CONSISTS OF FIVE CHS BOARD OF TRUSTEE MEMBERS AND FIVE AT-LARGE COMMUNITY MEMBERS. EACH HAS A UNIQUE INSIGHT TO THE COMMUNITIES WE SERVE. THE COMMITTEE CONSISTS OF A SISTER OF ST. JOSEPH, PHYSICIANS, A BANKING OFFICER, AN INVESTMENT BROKER, AN EMPLOYEE WITHIN TEXAS TECH UNIVERSITY - COLLEGE OF EDUCATION OUTREACH DEPARTMENT, CITY OF LUBBOCK ASSISTANT CITY MANAGER, VICE PRESIDENT OF UNITED WAY, VICE PRESIDENT CHAMBER OF COMMERCE -LEGISLATIVE AFFAIRS, LUBBOCK INDEPENDENT SCHOOL DISTRICT TRUSTEE WHO IS A RETIRED ELEMENTARY SCHOOL PRINCIPAL, AND A COMMUNITY VOLUNTEER WITH THE BOYS & GIRLS CLUB WHO IS RETIRED FROM THE LUBBOCK POLICE DEPARTMENT. COVENANT HEALTH SYSTEM'S EXECUTIVE MANAGEMENT TEAM (EMT) IS INVOLVED IN COMMUNITY BENEFIT PLANNING AND MONITORING. THE VICE PRESIDENT OF MISSION INTEGRATION ATTENDS THE COMMUNITY BENEFIT COMMITTEE MEETINGS. THE CHAIR OF THE COMMUNITY BENEFIT COMMITTEE ALSO REPORTS MONTHLY AT BOARD MEETINGS, WHICH INCLUDES THE CEO AND TRUSTEES OF THE HOSPITAL, KEEPING THEM ACTIVE AND INVOLVED IN THE PROGRAMS AND ISSUES. THE HOSPITAL ALSO PROMOTES THE HEALTH OF THE COMMUNITY THROUGH THE FOLLOWING MEANS. HAVING A COMMUNITY-BASED BOARD ENSURES THAT COMMUNITY PERSPECTIVES ON HEALTH AND SAFETY ARE INCLUDED AND CONSIDERED. STAFF PRIVILEGES ARE EXTENDED, OR GRANTED, TO THOSE QUALIFIED PHYSICIANS IN THE COMMUNITY WHO HAVE BEEN CREDENTIALED THROUGH THE MEDICAL STAFF'S CREDENTIALING PROCESS AND PRACTICE IN VARIOUS DEPARTMENTS THROUGHOUT COVENANT HEALTH SYSTEM. THROUGH PARTICIPATION IN HOSPITAL AND HEALTH SYSTEM INITIATIVES AND PROGRAMS, SURPLUS FUNDS ARE USED FOR PATIENT CARE, EDUCATION, OR RESEARCH. | OtherInformation |
| Affiliated Health Care System | GIVING BACK TO THE COMMUNITY PERMEATES EVERY ASPECT OF OUR ORGANIZATION. AS A MEMBER OF THE FAITH-BASED HEALTHY MINISTRY OF ST. JOSEPH HEALTH SYSTEM, WE HAVE A FUNDING STREAM TO ADDRESS THE NEEDS OF THE ECONOMICALLY POOR AND VULNERABLE IN THE COMMUNITIES WE SERVE. ON AN ANNUAL BASIS, 10 PERCENT OF OUR NET OPERATING INCOME IS DEVOTED TO FUND COMMUNITY PROGRAMS FOR THE ECONOMICALLY POOR. THE ST. JOSEPH HEALTH SYSTEM FOUNDATION, A MEMBER OF ST. JOSEPH HEALTH SYSTEM, IS CHARGED WITH THE DISTRIBUTION OF THESE FUNDS. IN ADDITION TO DEVOTING A PERCENTAGE OF OUR NET OPERATING INCOME TO COMMUNITY BENEFIT SERVICES FOR THE ECONOMICALLY POOR, WE STRIVE TO ANNUALLY BUDGET A PORTION OF OUR TOTAL OPERATING EXPENSES FOR HEALTHY COMMUNITIES AND COMMUNITY HEALTH EFFORTS. SCHEDULE H, PART VI, LINE 8 COVENANT HEALTH SYSTEM IS A PART OF ST. JOSEPH HEALTH SYSTEM OF ORANGE, CALIFORNIA. AN ANNUAL COMMUNITY BENEFIT REPORT IS SUBMITTED TO ST. JOSEPH HEALTH SYSTEM, BUT THEY ARE NOT REQUIRED TO SUBMIT THE REPORT TO THE STATE OF CALIFORNIA. | AffiliatedHealthCareSystem |
| Reports Filed With States | TX | ReportsFiledWithStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| LUBBOCK AREA UNITED WAY | |||||||
| 1655 MAIN ST STE 101 | LUBBOCK | TX | 79401 | 750961812 | 501(C)(3) | 30000 | CORPORATE PLEDGE FOR 2009-2010 |
| AMERICAN CANCER SOCIETY | |||||||
| 3411 73RD STREET | LUBBOCK | TX | 79423 | 237040934 | 501(C)(3) | 110000 | RELAY FOR LIFE AND CATTLE BARON'S BALL |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | |||||||
| 5121 69TH DR STE A-10A | LUBBOCK | TX | 79424 | 751835298 | 501(C)(3) | 25000 | LUBBOCK 15TH ANNUAL RACE FOR THE CURE |
| FIRST UNITED METHODIST CHURCH | |||||||
| 1411 BROADWAY | LUBBOCK | TX | 79401 | 501(c)(1) | 7500 | GRANT FOR FUMC TV WORSHIP SERVICE | |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | |||||||
| 500 S MAIN STREET SUITE 1000 | ORANGE | CA | 928684507 | 330143024 | 501(C)(3) | 2558700 | CARE FOR THE POOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | 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, LINE 2 | Identifier |
| Return Reference | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | ReturnReference |
| Explanation | DONATIONS MADE TO OTHER ORGANIZATIONS ARE APPROVED BY MANAGEMENT TO ENSURE THEY SUPPORT THE MISSION OF COVENANT HEALTH SYSTEM. NO ADDITIONAL MONITORING IS DONE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES E HARRELL MD | |||||||||||||
| 0 | 601758 | 0 | 0 | 0 | 8266 | 0 | 10000 | 0 | 18217 | 0 | 638241 | 0 | 0 |
| JOE RANDOLPH | |||||||||||||
| 0 | 732429 | 0 | 228922 | 0 | 243404 | 0 | 21982 | 0 | 29984 | 0 | 1256721 | 0 | 0 |
| CRAIG RUCKER | |||||||||||||
| -307 | 0 | 0 | 0 | 847426 | 0 | 0 | 0 | 2607 | 0 | 849726 | 0 | 694694 | 0 |
| BRETT ESROCK | |||||||||||||
| 380001 | 0 | 51087 | 0 | 133626 | 0 | 8727 | 0 | 23176 | 0 | 596617 | 0 | 0 | 0 |
| JOHN GRIGSON | |||||||||||||
| 343712 | 0 | 18812 | 0 | 67925 | 0 | 3391 | 0 | 19294 | 0 | 453133 | 0 | 0 | 0 |
| SCOTT ROBINS MD | |||||||||||||
| 372936 | 0 | 24096 | 0 | 111201 | 0 | 19593 | 0 | 5984 | 0 | 533811 | 0 | 0 | 0 |
| STEVEN MCCAMY | |||||||||||||
| 306253 | 0 | 20327 | 0 | 62218 | 0 | 6191 | 0 | 21920 | 0 | 416908 | 0 | 0 | 0 |
| JAMES WURTS | |||||||||||||
| 29933 | 0 | 0 | 0 | 363779 | 0 | 5853 | 0 | 1152 | 0 | 400717 | 0 | 309228 | 0 |
| ROXIE TAYLOR | |||||||||||||
| 245915 | 0 | 16115 | 0 | 84765 | 0 | 19586 | 0 | 11537 | 0 | 377918 | 0 | 0 | 0 |
| SUSAN NEVES | |||||||||||||
| 249197 | 0 | 16115 | 0 | 71478 | 0 | 19425 | 0 | 5827 | 0 | 362042 | 0 | 0 | 0 |
| SHARON PRATHER | |||||||||||||
| 219235 | 0 | 14386 | 0 | 84130 | 0 | 24296 | 0 | 11375 | 0 | 353421 | 0 | 22001 | 0 |
| SHARYN IVORY | |||||||||||||
| 203943 | 0 | 13331 | 0 | 101945 | 0 | 25037 | 0 | 8054 | 0 | 352311 | 0 | 43751 | 0 |
| KAREN BAGGERLY | |||||||||||||
| 231985 | 0 | 15010 | 0 | 60441 | 0 | 26798 | 0 | 5925 | 0 | 340159 | 0 | 0 | 0 |
| WILLIAM BOPP | |||||||||||||
| 177727 | 0 | 14018 | 0 | 122789 | 0 | 9054 | 0 | 10193 | 0 | 333782 | 0 | 0 | 0 |
| GWENDOLYN STAFFORD | |||||||||||||
| 207885 | 0 | 13985 | 0 | 79526 | 0 | 9491 | 0 | 16497 | 0 | 327383 | 0 | 19531 | 0 |
| MELINDA CLARK | |||||||||||||
| 0 | 448599 | 0 | 45384 | 0 | 810638 | 0 | 9752 | 0 | 5690 | 0 | 1320063 | 0 | 0 |
| ELLIOT STERNBERG | |||||||||||||
| 0 | 529569 | 0 | 165441 | 0 | 178880 | 0 | 17102 | 0 | 20734 | 0 | 911726 | 0 | 0 |
| JIM HOUSER | |||||||||||||
| 259000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 259000 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE J, PART I, LINE 3 | DESCRIPTION OF CEO PAID BY EXEMPT AGENT | THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX-EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15 A FOR THE PROCESS THAT IS COMPLETED BY THE ST. JOSEPH HEALTH SYSTEM. |
| SCHEDULE J, PART I, LINE 4A | SEVERANCE PAYMENTS | MELINDA CLARK RECEIVED $577,579 FOR SEVERANCE PAID THROUGH ST. JOSEPH HEALTH SYSTEM AND CRAIG RUCKER RECEIVED $136,556 FOR SERVERANCE PAID THROUGH COVENANT HEALTH SYSTEM. |
| SCHEDULE J, PART I, LINE 4B | DESCRIPTION OF SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | 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. DISTRIBUTIONS FOR THE YEAR WERE AS FOLLOWS: CRAIG RUCKER - $694,694 JAMES WURTS - $309,228 SHARON PRATHER - $22,001 SHARYN IVORY - $43,751 GWENDOLYN STAFFORD - $19,531 |
| SCHEDULE J, PART I, LINE 7 | DESCRIPTION OF NON-FIXED PAYMENTS | 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 J-2 | JIM HOUSER RECEIVED COMPENSATION FOR HIS INTERIM CEO SERVICES FROM AN UNRELATED ORGANIZATION PAID BY COVENANT HEALTH SYSTEM. MARK JOHNSON, M.D. AND MICHAEL ROBERTSON, M.D. RECEIVED COMPENSATION FOR MEDICAL SERVICES PROVIDED, NOT FOR BOARD MEMBER SERVICES. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| LUBBOCK POWER LIGHT | |||
| JOHN ZWIACHER/BD MEMBER | 2249736 | UTILITIES | false |
| PULMONARY ASSOCIATES | |||
| CHEKURU/JOHNSON/PARTNERS | 398380 | MEDICAL SERVICES | false |
| MARTY HARRELL | |||
| SPOUSE OF BOARD MEMBER | 113874 | EMPLOYEE OF CHS | false |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (15 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, PART I, LINE 1 & PART III, LINE 1 | DESCRIBE ORGANIZATION'S MISSION | AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), COVENANT HEALTH SYSTEM 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. |
| 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 HEALTH SYSTEM 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 HEALTH SYSTEM 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 AND 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 HEALTH SYSTEM (CHS) IS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM, SPONSORED BY THE ST. JOSEPH HEALTH MINISTRY, AND IS ONE OF THE LARGEST NON-PROFIT HEALTHCARE ORGANIZATIONS IN THE WEST TEXAS/EASTERN NEW MEXICO REGION, SERVING A 62 COUNTY AREA. WE CONSIST OF 977 LICENSED BEDS, APPROXIMATELY 5,000 EMPLOYEES, AND OVER 600 ADMITTING PHYSICIANS. COVENANT HEALTH SYSTEM HAS AN AVERAGE DAILY CENSUS OF 400, OVER 33,000 ANNUAL PATIENT DISCHARGES, AND MORE THAN 100,000 ANNUAL EMERGENCY ROOM VISITS. THREE MISSION OUTCOMES AS A MINISTRY OF THE ST. JOSEPH HEALTH SYSTEM WE ARE COMMITTED TO THREE SYSTEMWIDE MISSION OUTCOMES: - MAKING EVERY ENCOUNTER WITH OUR COMMUNITY A SACRED ENCOUNTER, - PROVIDING TO OUR PATIENTS IN THE COMMUNITY WITH PERFECT CARE, AND - MAKING THE COMMUNITY WE SERVE AMONG THE HEALTHIEST COMMUNITIES IN THE U.S. COVENANT HEALTH SYSTEM IS A HOSPITAL AND HEALTH SYSTEM, SERVING THE SOUTH PLAINS REGION. DURING FISCAL YEAR 2010, WE INVESTED A TOTAL OF $47,405,238 (8.58% OF OUR TOTAL OPERATING EXPENSES) IN COMMUNITY BENEFIT (INCLUDING TRADITIONAL CHARITY CARE, UNPAID COST TO STATE AND LOCAL PROGRAMS AND COMMUNITY BENEFIT SERVICES TO THE LOW-INCOME AND BROADER COMMUNITY), IN ALIGNMENT WITH CATHOLIC HEALTH ASSOCIATION GUIDELINES. IN ADDITION, OUR UNPAID COST OF MEDICARE PROGRAMS TOTALED $118,821,542. FINANCIAL ASSISTANCE POLICY (TRADITIONAL CHARITY CARE) OUR MISSION IS TO PROVIDE QUALITY CARE TO ALL OUR PATIENTS, REGARDLESS OF ABILITY TO PAY. WE BELIEVE THAT NO ONE SHOULD DELAY SEEKING NEEDED MEDICAL CARE BECAUSE THEY LACK HEALTH INSURANCE. THAT IS WHY ST. JOSEPH HEALTH SYSTEM HAS A PATIENT FINANCIAL ASSISTANCE PROGRAM THAT PROVIDES FREE OR DISCOUNTED SERVICES TO ELIGIBLE PATIENTS. IN FY10, COVENANT HEALTH SYSTEM (LUBBOCK HOSPITALS AND COVENANT MEDICAL GROUP), PROVIDED $23,592,000 CHARITY CARE TO 17,078 PERSONS. ORGANIZATIONAL COMMITMENT AS A VALUES BASED ORGANIZATION, COVENANT HEALTH SYSTEM HAS A LONG-STANDING COMMITMENT TO THE COMMUNITY. FY10 COMMUNITY BENEFIT INITIATIVES AND/OR PROGRAMS NAME OF INITIATIVE OR PROGRAM: ADULT DENTAL GOAL: TO PROVIDE A "DENTAL HOME" FOR ADULTS AND PREVENTATIVE DENTAL TREATMENT FY10 ACCOMPLISHMENTS: THE ADULT DENTAL STAFF IS CONSCIOUS OF THE NEED TO ESTABLISH RELATIONSHIPS WITH THE PATIENTS WHO ARE SERVED BY OUR PROGRAM. EACH DENTAL PATIENT PARTICIPATING IN THE ADULT DENTAL PROGRAM HAS AN INDIVIDUALIZED TREATMENT PLAN THAT IS DISCUSSED WITH THE PATIENT AND REFERRED TO AT EACH APPOINTMENT AS PROGRESS IS MADE TOWARDS COMPLETION OF THE PLAN. THE PLAN REQUIRES NUMEROUS APPOINTMENTS (ENCOUNTERS) WITH THE DENTIST. AFTER EACH ENCOUNTER THE PATIENTS ARE GIVEN A PATIENT SATISFACTION SURVEY. THE COMMENTS RECEIVED ON THE SURVEYS VALIDATE THAT THESE RELATIONSHIPS HAVE BEEN ESTABLISHED. A SAMPLING OF COMMENTS FOLLOWS: "THIS IS A VERY ESSENTIAL AND NEEDED SERVICE WHICH WE APPRECIATED VERY MUCH. WE THANK YOU FOR THIS SERVICE." "ALL OF YOUR EMPLOYEES ARE WONDERFUL!" "ALL SERVICES I HAVE RECEIVED HAVE BEEN EXCEPTIONAL. THIS IS A VERY WELL-RUN PROGRAM AND HAS PROVIDED ME WITH EXCELLENT DENTAL HEALTHCARE. THANKS." "I AM REALLY EXCITED AND THANKFUL THAT I WILL BE ABLE TO RECEIVE THE DENTAL WORK I HAVE NEEDED FOR YEARS." "I WAS VERY IMPRESSED WITH THE DENTIST AND ASSISTANT. THEY MADE YOU FEEL AT EASE. THEY TOOK TIME TO EXPLAIN WHAT THEY WOULD DO TO TAKE CARE OF MY TEETH. "THANK GOD FOR PEOPLE WHO CARE." IN ADDITION TO HELPING PATIENTS AT THE COVENANT DENTAL FACILITIES, OUR DENTISTS AND THEIR ASSISTANTS FURTHER PROMOTED COVENANT'S MISSION BY PARTICIPATING ALONG WITH APPROXIMATELY 100 DENTISTS IN LUBBOCK'S FIRST "TEXAS MISSION OF MERCY," A TWO-DAY EVENT IN NOVEMBER 2009. THIS FREE DENTAL CARE PROJECT, IN COOPERATION WITH THE SOUTH PLAINS DISTRICT DENTAL SOCIETY, SERVED OVER 1,000 COMMUNITY MEMBERS IN NEED OF DENTAL CARE BY PROVIDING CLEANINGS, TOOTH EXTRACTIONS, IMPRESSIONS, AND ROOT CANALS. NAME OF INITIATIVE OR PROGRAM: COMMUNITY HEALTH SCREENINGS GOAL: REDUCE HEALTH RISKS THROUGH PREVENTATIVE SERVICES AND EDUCATION FY10 ACCOMPLISHMENTS: TWO ADULT HEALTH SCREENINGS WERE HELD IN SEPTEMBER AND MARCH. A TOTAL OF 716 PEOPLE FROM LUBBOCK AND 35 SURROUNDING TOWNS PARTICIPATED IN THE ADULT HEALTH SCREENING. POST CARDS WERE MAILED TO EACH HOUSEHOLD WITHIN THE 6 IDENTIFIED DISPROPORTIONATE UNMET HEALTH NEED (DUHN) POPULATIONS IN LUBBOCK AND WITHIN A SIXTY MILE RADIUS TO ADVERTISE THE SERVICES OFFERED AT THE SCREENINGS. FOR THE WOMEN'S SCREENING, 473 WOMEN RECEIVED PAP SMEARS, HPV TESTING, AND CLINICAL BREAST EXAMS. THE MEN'S SCREENING PROVIDED 151 MEN WITH DIGITAL RECTAL EXAMS, PSAS, AND TESTICULAR EXAMS. ALL THOSE ATTENDING THE ADULT HEALTH SCREENING WERE PROVIDED WITH A BLOOD PRESSURE TEST, HEIGHT/WEIGHT AND BMI CHECKS, FECAL OCCULT HOME TEST KITS, SKIN CANCER SCREENINGS, GLUCOSE FINGER STICKS, AND HEALTH EDUCATION MATERIALS. THE CHILDREN'S HEALTH SCREENINGS DONE IN PREVIOUS YEARS WERE DISCONTINUED IN FY10 BECAUSE THE IMMUNIZATION SERVICES PROVIDED ARE NOW BEING OFFERED BY THE SCHOOLS IN THE COMMUNITY. |
| FORM 990, PART III, LINE 4 (Continued) | NAME OF INITIATIVE OR PROGRAM: MOBILE MAMMOGRAPHY GOAL: TO PROVIDE A PREVENTIVE MAMMOGRAM SCREENING TO WOMEN 40 YEARS OLD AND OLDER. FY10 ACCOMPLISHMENTS:THIS PROGRAM CONTINUES TO PROVIDE A MUCH-NEEDED SERVICE (SCREENING MAMMOGRAM) TO THE WOMEN OF WEST TEXAS, ESPECIALLY THOSE WITH FINANCIAL OR GEOGRAPHIC BARRIERS. THE LUBBOCK AFFILIATE OF SUSAN G. KOMEN FOR THE CURE COMPLETED AN EXHAUSTED NEEDS ASSESSMENT THAT INCLUDED GRASSROOTS-LEVEL INPUT TO IDENTIFY PARTNERS IN EACH OF THE COUNTIES. AS A RESULT, COUNTY EXTENSION AGENCIES WERE RECOMMENDED AS LIAISONS BECAUSE THEY "KNOW" WHAT MAKES THEIR COMMUNITIES "TICK," AND HAVE THE SKILLS AND CONTACTS NEEDED TO ARRANGE AND PUBLICIZE THE EVENTS. COVENANT'S MOBILE MAMMOGRAPHY IS THE ONLY MOBILE SERVICE IN THE REGION. PRELIMINARY CONTACTS WITH EXTENSION AGENCIES HAVE BEEN MADE. MAINTAIN CURRENT LEVELS OF SERVICE: IN FY10, THE MOBILE MAMMOGRAPHY UNIT PERFORMED 1,640 SCREENING MAMMOGRAMS AT 43 DIFFERENT SITES. THIS IS A 7% DECREASE FROM FY09, WHICH IS DUE TO NOT ENOUGH PATIENTS ON THE SCHEDULE TO WARRANT DRIVING THE DISTANCE TO A SITE, AND ALSO INCLEMENT WEATHER DAYS. PROVIDE EDUCATIONAL BROCHURES ON BREAST HEALTH AWARENESS: THE STAFF ON THE MOBILE MAMMOGRAPHY UNIT PRESENTED THREE DIFFERENT TYPES OF EDUCATIONAL BROCHURES TO PATIENTS ON BREAST HEALTH AWARENESS, INCLUDING A TAKE-HOME SHOWER CARD WHICH EXPLAINED HOW TO PERFORM A SELF-BREAST EXAM. CULTURALLY APPROPRIATE BREAST MODELS WERE ALSO USED TO TEACH BREAST SELF-EXAMINATIONS. ALL PATIENTS WERE OFFERED EDUCATIONAL MATERIALS, AND AN EDUCATIONAL DVD RAN IN THE WAITING ROOM TO ENSURE THAT SOME FORM OF BREAST HEALTH EDUCATION WAS GIVEN TO 100% OF THE PATIENTS. NAME OF INITIATIVE OR PROGRAM: HEALTH AND NUTRITION EDUCATION GOAL: TO EDUCATE LOW INCOME ADULTS AND CHILDREN ON HIGH RISK HEALTH ISSUES. FY10 ACCOMPLISHMENTS: THE DIABETES MANAGEMENT EDUCATION CLASS IS A GROWING HEALTH EDUCATION PROGRAM. THIS FREE CLASS IS OFFERED FOR THOSE WHO HAVE BEEN RECENTLY DIAGNOSED WITH DIABETES. THERE ARE FOUR SESSIONS OVER THE SPAN OF 4 WEEKS THAT INCLUDE OVERALL TOPICS AND VIDEOS ON DIABETES, NUTRITION, DIET, EXERCISE, AND PREVENTION, WITH SPECIALIZED TOPICS ON HYPOGLYCEMIA AND HYPERGLYCEMIA, MEAL PLANNING, ALCOHOL, DEPRESSION, FOOD LABELS, CARBOHYDRATES, DINING OUT, AND SICK-DAY MANAGEMENT. THE PARTICIPANTS OF THE CLASS RECEIVE A FREE GLUCOMETER AFTER ATTENDING THREE CLASSES SO THAT THEY CAN KEEP TRACK OF THEIR BLOOD SUGAR. IN FY2010, 164 PEOPLE WERE EDUCATED THROUGH THIS PROGRAM, WHICH IS AN 80% INCREASE IN PARTICIPANTS FROM FY09. A HISPANIC MALE IN HIS EARLY THIRTIES PRESENTED A BLOOD SUGAR READING OF OVER 500 AT A LOCAL CLINIC. HE WAS REFERRED TO OUR DIABETES MANAGEMENT CLASS FROM THE PHYSICIAN AT PREMIER HEALTH CLINIC. HE ATTENDED TWO CLASSES BEFORE HE BROUGHT HIS WIFE, WHO HAD BEEN DIAGNOSED WITH HYPOGLYCEMIA, TO COMPLETE THE LAST TWO SESSIONS. THE COUPLE, WHO BOTH APPEARED HEALTHY BUT HAD A FAMILY HISTORY OF DIABETES, LIVED NEARLY 20 MILES AWAY AND HAD FOUR CHILDREN. THROUGH THE DIABETES MANAGEMENT EDUCATION CLASS, THEY REALIZED THE IMPORTANCE OF DIET AND NUTRITION AS A COMPONENT OF THEIR FAMILY'S HEALTH AND THEIR DIAGNOSES. INCREASE REFERRAL SOURCE BY DISTRIBUTING FLIERS, POSTERS, AND INTRODUCING OUR PROGRAM TO LOCAL AGENCIES: THE HEALTH EDUCATION PROGRAM STAFF DISTRIBUTED FLIERS AND POSTERS TO LOCAL AGENCIES TO MARKET THE FREE DIABETES MANAGEMENT EDUCATION PROGRAM. THE PARTICIPANTS WHO WERE SURVEYED SELF-REPORTED A 73% INCREASE ON NEW REFERRAL SOURCES. PARTICIPATE IN COVENANT COUNSELING CENTER'S COMMUNITY PRESENTATIONS AS A RESOURCE FOR NUTRITION AND EXERCISE: THIS STRATEGY WAS NOT IMPLEMENTED DUE TO UNEXPECTED BUDGET CONSTRAINTS AND A DECREASE IN STAFFING. NAME OF INITIATIVE OR PROGRAM: COUNSELING CENTER GOAL: PROVIDE PSYCHOEDUCATION TO INDIVIDUALS IN GROUP SETTINGS TO ASSIST THEM IN MAKING HEALTHY LIFESTYLE CHANGES FY10 ACCOMPLISHMENTS: FACILITATE PSYCHOEDUCATION GROUPS IN COUNSELING CENTER SETTING: THIS STRATEGY WAS NOT IMPLEMENTED DUE TO UNEXPECTED BUDGET CONSTRAINTS AND A DECREASE IN STAFFING. FACILITATE PSYCHOEDUCATION ON THE EMOTIONAL ASPECTS OF DIABETES: "THE EMOTIONAL ASPECTS OF DIABETES" WAS PRESENTED BY COVENANT COUNSELING CENTER (CCC) STAFF TO 164 PARTICIPANTS OF THE HEALTH EDUCATION PROGRAM'S (HEP) DIABETES EDUCATION CLASSES. THE PSYCHOEDUCATION IS OFFERED DURING EACH CLASS SESSION AND INCLUDES TOPICS SUCH AS "THE CONNECTION BETWEEN DIABETES AND DEPRESSION", SYMPTOMS OF DEPRESSION AND SYMPTOM MANAGEMENT, "HOW STRESS AFFECTS BLOOD SUGAR LEVELS", STRESS MANAGEMENT, COGNITIVE SKILLS SUCH AS REFRAMING AND INTERVENTION IN NEGATIVE THINKING, AND APPROPRIATE SELF-CARE TO ADDRESS THE EMOTIONAL ASPECTS OF DIABETES. MOOD SELF-REPORTS AND SURVEYS SHOWED THAT THERE WAS MOOD IMPROVEMENT IN DIRECT PROPORTION TO INCREASED KNOWLEDGE OF THE EMOTIONAL ASPECTS OF DIABETES AND SYMPTOM MANAGEMENT. ATTENDEES ARE INFORMED OF THE SERVICES AVAILABLE AT THE CCC AND THE EASE OF ACCESS TO THOSE SERVICES FOR PERSONS WITH FEW FINANCIAL RESOURCES. AS A RESULT, THERE WERE 8 REFERRALS TO CCC FROM THE HEP DIABETES EDUCATION CLASS REGARDING SYMPTOMS OF DEPRESSION. | |
| FORM 990, PART III, LINE 4 (Continued) | CANCER COUNSELING SERVICES PROVIDED IN THE COMMUNITY: INDIVIDUAL, COUPLES, AND FAMILY COUNSELING SESSIONS WERE PROVIDED TO PATIENTS AND THEIR FAMILIES OF COVENANT HEALTH SYSTEM'S JOE ARRINGTON CANCER CENTER (JACC) IN THE CANCER CENTER SETTING TO ELIMINATE THE NECESSITY FOR THOSE PATIENTS TO TRAVEL TO AN ADDITIONAL OFF-SITE APPOINTMENT. THERE WERE 44 CLIENTS ASSISTED THROUGH THIS UNIQUE SERVICE. CLIENTS ATTENDING THESE CONFIDENTIAL COUNSELING SESSIONS WERE SERVED BY A LICENSED PROFESSIONAL COUNSELOR (LPC) AFTER BEING REFERRED BY PHYSICIANS, NURSES, SOCIAL WORKERS, CHAPLAINS, OR OTHER EMPLOYEES OF JACC. RANDY TUNGATE, ONE OF THE COUNSELORS AT COVENANT COUNSELING CENTER, RECEIVED A "VALUES IN ACTION AWARD" IN FY2010 FOR HIS WORK WITH THESE CANCER PATIENTS AND THEIR FAMILIES. ONE OF HIS STORIES INVOLVED THE FAMILY OF A WOMAN DYING OF PANCREATIC CANCER. RANDY COUNSELED THE FAMILY FROM FEBRUARY TO JUNE AS THEIR MOTHER BATTLED THE DISEASE, ULTIMATELY DYING IN THE SPRING. THE WOMAN'S TEENAGE DAUGHTER, WHO HAD ALSO LOST HER FATHER SEVERAL YEARS AGO, MET FOR SEVERAL INDIVIDUAL COUNSELING SESSIONS IN WORKING THROUGH HER INITIAL GRIEVING AND THE ADJUSTMENTS THAT FOLLOWED. THE SUPPORT PROVIDED BY THESE COUNSELING SERVICES PROVIDED THIS FAMILY WITH FACE-TO-FACE ENCOURAGEMENT AND ASSISTANCE IN NAVIGATING THE HUMAN SIDE OF CANCER, INCLUDING THE LOSS OF A LOVED ONE. NAME OF INITIATIVE OR PROGRAM: COMMUNITY OUTREACH - CHILDREN'S DENTAL CLINICS GOAL:TO PROVIDE A "DENTAL HOME" FOR CHILDREN AND OFFER PREVENTATIVE DENTAL TREATMENT FY10 ACCOMPLISHMENTS: A TOTAL OF 3,760 DENTAL ENCOUNTERS WERE COMPLETED IN BOTH THE LUBBOCK TX AREA AND THE ARTESIA NM AREA, WHICH IS A 19% INCREASE FROM FY 09. THESE DENTAL PROGRAMS CONTINUE TO MEET NEEDS IN BOTH THE LUBBOCK TX AREA AND THE ARTESIA NM AREA. AT EACH VISIT, THE DENTAL STAFF DISCUSSES THE PROCEDURES PERFORMED DURING THE VISIT WITH THE PATIENT AND THE PARENTS/GUARDIANS, OFTEN REVIEWING WITH THEM PROGRESS COMPLETED WITHIN THE DENTAL PLAN. EACH VISIT INCLUDES REMINDERS ABOUT THE IMPORTANCE OF GOOD ORAL HYGIENE BETWEEN VISITS. A DENTIST AND AN ASSISTANT ALSO PROVIDED SEALANT CLINICS TO 9 TITLE-1 ELEMENTARY SCHOOLS IN LUBBOCK, FLOYD, AND HALE COUNTIES IN FY 10. A TOTAL OF 769 CHILDREN, AGES KINDERGARTEN THROUGH FOURTH GRADE, WERE SCREENED AND 27% RECEIVED PREVENTATIVE SEALANTS. ONLY ONE SEALANT CLINIC WAS PROVIDED IN FY 09. ONE FAMILY'S EXPERIENCE EXEMPLIFIES THE DEEP APPRECIATION THAT THESE CHILDREN'S DENTAL PROGRAMS BRING TO THOSE WHO ARE PATIENTS OF THE PROGRAMS. ONE CHILD, AN 11-YEAR OLD BOY, WAS REFERRED TO THE CHILDREN'S CLINIC BY COVENANT'S JOE ARRINGTON CANCER CENTER (JACC). THE BOY'S FATHER WAS SEEKING CANCER TREATMENT AT JACC WHEN THE BOY WAS REFERRED BECAUSE HE WAS MISSING SCHOOL DUE TO INFECTIONS IN HIS MOUTH CAUSED BY THE PRESENCE OF 6 CAVITIES. THEY WERE NOT U.S. CITIZENS, AND BECAUSE OF THIS, NO ONE WOULD TREAT THE CHILD. OUR CHILDREN'S DENTAL CLINIC WAS ABLE TO QUALIFY THE CHILD FOR OUR FINANCIAL ASSISTANCE PROGRAM, SINCE MEDICAID WAS NOT AVAILABLE TO HIM. THE CHILD'S INFECTIONS WERE SO SEVERE THAT HE WAS FIRST PUT ON ANTIBIOTICS BEFORE TREATMENT ON HIS CAVITIES. AFTER 5 APPOINTMENTS, THE CHILD'S INFECTIONS HAD BEEN TREATED AND HIS CAVITIES WERE FILLED. THE PARENTS WERE OVERJOYED AT THE SERVICES WE WERE ABLE TO PROVIDE THEM DESPITE THEIR CITIZENSHIP STATUS. PROVIDING COMPREHENSIVE DENTAL PLANS: THE PARENTS/GUARDIANS OF EACH NEW PATIENT MEET WITH THE DENTIST AND DISCUSS A COMPREHENSIVE DENTAL PLAN FOR THE CHILD'S DENTAL HEALTH. A TOTAL OF 352 NEW PATIENTS WERE SEEN IN FY 10, WHICH IS A 17% INCREASE FROM FY 09. WE PLAN TO CONTINUE TO PROVIDE AND EXPLAIN COMPREHENSIVE DENTAL PLANS TO EACH NEW PATIENT AND PATIENT FAMILY/GUARDIAN. OUTSIDE REFERRAL SOURCES: THE MEMORANDUM OF UNDERSTANDING WITH THE COMBEST CENTER WAS IMPLEMENTED. THE CHILDREN'S DENTAL CLINIC RECEIVES REFERRALS FROM OUTSIDE DENTAL CLINICS IN THE COMMUNITY THAT CANNOT PROVIDE SPECIALTY SERVICES THAT WE ARE ABLE TO PROVIDE TO THEIR CLIENTS. THE CLINIC CONTINUES TO CULTIVATE A RELATIONSHIP WITH THE COMBEST CENTER, BUCKNER'S CHILDREN'S HOME, AND LUBBOCK CHILDREN'S HOME. THE MEDICAID PROVIDER WEBSITE ALSO SERVES AS A REFERRAL SOURCE FOR OUR CLINIC. NAME OF INITIATIVE OR PROGRAM: COVENANT BODY MIND INITIATIVE GOAL:LUBBOCK, TX. THIS PILOT PROGRAM WILL TARGET THE MIDDLE SCHOOLS OF: SCHOOL FOR YOUNG WOMEN LEADERS AND CHRIST THE KING CATHEDRAL MIDDLE SCHOOL FY10 ACCOMPLISHMENTS: TEXAS TECH UNIVERSITY (TTU) CENTER FOR PREVENTION AND RESILIENCY (CPR) FOCUSED ON PROGRAM DELIVERY AND COMMUNITY ENHANCEMENT ACTIVITIES AT THE SCHOOL FOR YOUNG WOMEN LEADERS (YWL). OTHER PARTICIPATING SCHOOLS INCLUDED CHRIST THE KING CATHEDRAL MIDDLE SCHOOL AND IRMA RANGEL MIDDLE SCHOOL WITHIN THE DALLAS INDEPENDENT SCHOOL DISTRICT. IRMA RANGEL MIDDLE SCHOOL WAS THE CONTROL GROUP FOR THE SCHOOL YEAR OF 2009-2010. THERE ARE SEVERAL ENHANCEMENT ACTIVITIES WITHIN THE CBMI CURRICULUM THAT ADDRESS HEALTH, WELLNESS, AND RESILIENCY FOR THE STUDENTS. ONE EXAMPLE OF THE ENHANCEMENT ACTIVITIES IS "MEET ME AT THE MARKET" WHICH TOOK PLACE AT UNITED MARKET STREET WHERE THE STUDENTS WENT ON A GROCERY STORE TOUR WITH THE UNITED SUPERMARKET'S DIETICIANS AND ALSO PARTICIPATED IN ACTIVITIES RELATED TO NUTRITION SUCH AS BRAND VS. GENERIC PRODUCTS, AND MAKING NUTRITIOUS MEALS ON A BUDGET. ANOTHER ENHANCEMENT ACTIVITY, "EXPRESS YOURSELF", TAUGHT EXPRESSION TO THE 8TH GRADE STUDENTS THROUGH ART AND WRITING. THESE ACTIVITIES WERE ADDED TO THE ALREADY POPULAR "WE FIT", "BE YOUR OWN TOP CHEF", AND "THE INNER BEAUTY PAGEANT". THE COVENANT BODYMIND INITIATIVE SPONSORED THE FIT4FUN KID'S TRIATHLON, PARTNERING WITH TEXAS TECH UNIVERSITY, AS A COMMUNITY OUTREACH ACTIVITY. THERE WERE 129 PARTICIPANTS AGES 7-14. FOLLOWING THE TRIATHLON, CBMI SPONSORED THE TEXAS TECH LEISURE POOL FOR THE ATHLETES AND THEIR FAMILIES TO ENJOY TIME TOGETHER. | |
| FORM 990, PART III, LINE 4 (Continued) | REDUCTION IN THE PREVALENCE OF CHILDHOOD OBESITY AND WEIGHT-RELATED PROBLEMS: IN THE FALL OF THE 2009 SCHOOL YEAR, A BASELINE OF 99 STUDENTS BEGAN THE PROGRAM WITH THEIR BMI IN A HEALTHY RANGE, AND EIGHTY - THREE (83.8%) REMAINED IN A HEALTHY RANGE. OF 11 STUDENTS WITH BMI IN AN UNDERWEIGHT RANGE, ELEVEN (100%) INCREASED THEIR BMI BY 0.5 OR MORE. IN REGARDS TO WELLNESS, THIS IS A FAVORABLE OUTCOME. OF 50 STUDENTS WITH BMI IN AN OBESE RANGE, FOUR (8%) DECREASED THEIR BMI BY 0.5 OR MORE. ADDITIONALLY, OF THE 49 STUDENTS WITH BMI IN AN OVERWEIGHT RANGE, EIGHT (16.3%) DECREASED THEIR BMI BY 0.5 OR MORE. OF THESE 8 STUDENTS WITH BMI IN AN OVERWEIGHT RANGE, THREE (3.75%) MOVED INTO A HEALTHY BMI RANGE. BETWEEN THE 2009 AND 2010 FALL SEMESTERS 90 OUT OF 99 STUDENTS REMAINED IN THE PROGRAM. OF THESE 90 STUDENTS WITH BMI IN A HEALTHY RANGE, TEN (11.1%) DECREASED THEIR BMI BY 0.5 OR MORE. OVERALL IMPROVEMENT IN HEALTH AND WELLNESS OF PROJECT PARTICIPANTS: THE FIRST YEAR OF DATA SHOWED SOME PROMISING RESULTS. IN THE SIXTH GRADE CLASS, THERE WAS A SIGNIFICANT CHANGE IN THE STUDENTS' PERCEPTION OF BODY IMAGE OVER THE COURSE OF THE YEAR. THROUGH THE KIDS EATING DISORDER SURVEY (KEDS), CHILDREN ARE INSTRUCTED TO CIRCLE A DRAWING THAT MOST LOOKS LIKE THEM ON A SCALE FROM 1 TO 8, WITH 1 BEING EXTREMELY UNDERWEIGHT AND 8 BEING OVERWEIGHT. IN THE FALL, THE AVERAGE RATING WAS 8.33 AND IN THE SPRING, THE AVERAGE WAS 4.71. THIS MEANS THAT THEY SAW THEMSELVES AS HEALTHIER AFTER RECEIVING THE CBMI PROGRAM DURING THEIR 6TH GRADE YEAR, WHICH INDICATES THAT THE PROGRAM IS BUILDING RESILIENCY. ACCESS TO THE PROGRAM: THE STUDENTS WHO PARTICIPATED IN THE RESEARCH COMPONENT OF THE CBMI PROGRAM SHOWED THE FOLLOWING RACIAL/ETHNIC BREAKDOWN: 48.6% MEXICAN AMERICAN/HISPANIC, 32% CAUCASIAN, 10.8% AFRICAN AMERICAN AND 2.7% ASIAN AMERICAN. THIS WAS IN LINE WITH THE RACIAL/ETHNIC BREAKDOWN OF THE SCHOOL DISTRICTS WHERE THE PROGRAM WAS IMPLEMENTED. THE SOCIO-ECONOMIC STATUS IN THE SCHOOLS THAT RECEIVED THE CBMI PROGRAM RANGED FROM 66-70% LOWER SES. QUANTIFIABLE COMMUNITY BENEFIT IN FY 10 COVENANT HEALTH SYSTEM CONTRIBUTED OVER $47,405,238 IN UNSPONSORED QUANTIFIABLE COMMUNITY BENEFIT: TRADITIONAL CHARITY CARE $12,077,368 UNREIMBURSED MEDICAID $16,528,610 UNREIMBURSED COSTS - OTHER MEANS TESTED GOVERNMENT PROGRAMS COMMUNITY SERVICES FOR THE LOW-INCOME $80,362 COMMUNITY SERVICES FOR THE BROADER COMMUNITY $18,718,897 *IN ALIGNMENT WITH CATHOLIC HEALTH ASSOCIATION COMMUNITY BENEFIT REPORTING GUIDELINES UNPAID COST FOR MEDICARE PATIENTS $118,821,542 FOR MORE INFORMATION ON COVENANT HEALTH SYSTEM: WWW.COVENANTHEALTH.ORG FOR MORE INFORMATION ON THE ST. JOSEPH HEALTH SYSTEM GO TO: WWW.STJOE.ORG | |
| FORM 990, PART VI, LINE 6 | DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS | ST. JOSEPH HEALTH SYSTEM AND LUBBOCK METHODIST HOSPITAL SYSTEM ARE THE CORPORATE MEMBERS OF COVENANT HEALTH SYSTEM. FORM 990, PART VI, LINE 7A DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS COVENANT HEALTH SYSTEM HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE COVENANT HEALTH SYSTEM BOARD. ALL TRUSTEE APPOINTMENTS THAT COME FROM THE COVENANT HEALTH SYSTEM BOARD AS NOMINATIONS MUST BE APPROVED BY THE ST. JOSEPH HEALTH SYSTEM, AS THE CORPORATE MEMBER, AND THE ST. JOSEPH HEALTH MINISTRY, AS THE ORGANIZATIONAL SPONSOR. THE ST. JOSEPH HEALTH SYSTEM MEMBER APPROVES 50% OF THE BOARD NOMINATIONS, PLUS THE VOTING CEO. THE LUBBOCK METHODIST HEALTH SYSTEM MEMBER APPROVES THE OTHER 50% OF BOARD NOMINATIONS. |
| FORM 990, PART VI, LINE 7B | DECISIONS REQUIRING APPROVAL | THE RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE APPROVAL BY THE ST. JOSEPH HEALTH SYSTEM AND LUBBOCK METHODIST HOSPITAL SYSTEM MEMBERS 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 MANAGEMENT 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 FOR THE APRIL 2011 MEETING. DURING THE BOARD FINANCE COMMITTEE MEETING, MANAGEMENT PRESENTS AND DISCUSSES CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. THE BOARD FINANCE COMMITTEE CHAIR THEN PROVIDES A SUMMARY AT THE FULL BOARD MEETING. |
| 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. 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 WILL 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 ADMINISTRATION 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 SESSION. 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 / SCHEDULE J-2 | HOURS DEVOTED TO RELATED ORGANIZATIONS | MELINDA CLARK (THRU 10/1/09) SERVED AS CEO OF COVENANT HEALTH SYSTEM AND WAS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), THE TAX-EXEMPT PARENT. SHE DEVOTED 47 HOURS PER WEEK TO CHS, 3 HOURS PER WEEK TO COVENANT CHILDREN'S HOSPITAL (CCH) AND NO HOURS TO SJHS. RICHARD PARKS SERVED ON THE BOARD OF HOSPICE OF LUBBOCK (HOL) AND WAS THE CEO OF COVENANT HEALTH SYSTEM (CHS). HE DEVOTED 47 HOURS PER WEEK TO CHS AND 3 HOURS PER WEEK TO CCH. JOE RANDOLPH SERVED ON THE BOARD OF CHS AND WAS THE EXECUTIVE VP/COO OF ST. JOSEPH HEALTH SYSTEM (SJHS). HE DEVOTED 50 HOURS PER WEEK TO SJHS AND 2 HOURS PER WEEK TO CHS. JAMES E. HARRELL, M.D. SERVED ON THE BOARD OF DIRECTORS OF CHS AND WAS COMPENSATED BY COVENANT MEDICAL GROUP (CMG) FOR MEDICAL SERVICES PROVIDED. HE DEVOTED 2 HOURS PER WEEK TO CHS AND 40 HOURS PER WEEK TO CMG. ELLIOT STERNBERG SERVED ON THE BOARD OF DIRECTORS OF CHS AND IS THE EVP/CMO OF SJHS. HE DEVOTED 50 HOURS PER WEEK TO SJHS AND 2 HOURS PER WEEK TO CHS. BRETT ESROCK DEVOTED 47 HOURS PER WEEK TO CHS AND 3 HOURS PER WEEK TO CCH. JOHN GRIGSON DEVOTED 47 HOURS PER WEEK TO CHS AND 3 HOURS PER WEEK TO CCH. |
| FORM 990, PART XI, LINE 2C | OVERSIGHT OR SELECTION PROCESS | THE ST. JOSEPH HEALTH SYSTEM BOARD APPROVES THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. |
| FORM 990, SCHEDULE R, PART V, LINE 2 | TRANSACTIONS 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) NAME AND SOCIAL SECURITY NUMBERS OF AFFECTED PARTICIPANTS: NOT APPLICABLE. (B) THE SECTION 409A FAILURE OCCURRED WITH RESPECT TO THE ST. JOSEPH HEALTH SYSTEM 457(F) 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 60TH 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 60TH 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 OCTOBER 6, 2010. THEREFORE, THE DATE ON WHICH THE FAILURE OCCURRED WAS THE 60TH DAY FOLLOWING THE SEPARATION FROM SERVICE DATE FOR PARTICIPANTS WHO VOLUNTARILY TERMINATED ON OR AFTER JANUARY 1, 2009 AND ON OR BEFORE DECEMBER 31, 2009. THE PLAN COVERS ELIGIBLE EMPLOYEES OF PARTICIPATING EMPLOYERS. COVENANT HEALTH SYSTEM PARTICIPATES IN THE PLAN AND HAD ONE EMPLOYEE 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: JAMES WURTS DATE OF WHEN THE FAILURE OCCURRED: 07/02/2009 12/31/2009 ACCOUNT BALANCE: $109,322 PAYMENT DATE: 12/17/2010 GROSS AMOUNT DISTRIBUTED*: $109,322 *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 HEALTH SYSTEM 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 60TH 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). 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 60TH DAY FOLLOWING INVOLUNTARY SEPARATION FROM SERVICE, BUT WITHIN 60 DAYS FOLLOWING SEPARATION FROM SERVICE. HOWEVER, IF THE 60TH DAY FALLS IN THE SECOND TAX YEAR, PAYMENT WILL BE MADE IN THE SECOND 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 60 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 60TH DAY FALLS IN THE SECOND TAX YEAR THEN PAYMENT WILL BE MADE IN THE SECOND 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 I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets |
|---|---|---|---|---|---|---|---|---|
| CHS HOLDING GP LLC | ||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 205477307 | HEALTHCARE | TX | 0 | 0 |
| COVENANT LTC-GP LLC | ||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 205477333 | HEALTHCARE | TX | 0 | 0 |
Form990 Schedule R Part II Form990ScheduleRPartII (21 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 SUITE 700 | ORANGE | CA | 928684507 | 953589356 | HEALTHCARE | CA | 501(C)(3) | 11,I | NA |
| QUEEN OF THE VALLEY MEDICAL CENTER | |||||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | 941243669 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| SANTA ROSA MEMORIAL HOSPITAL | |||||||||
| 1165 MONTGOMERY DRIVE | SANTA ROSA | CA | 95405 | 941231005 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| ST JOSEPH HOSPITAL OF EUREKA | |||||||||
| 2700 DOLBEER STREET | EUREKA | CA | 95501 | 941156596 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| ST JOSEPH HOSPITAL OF ORANGE | |||||||||
| 1100 WEST STEWART DRIVE | ORANGE | CA | 92868 | 951643359 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | |||||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | 951643360 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| ST MARY MEDICAL CENTER | |||||||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | 951914489 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| ST JUDE MEDICAL CENTER | |||||||||
| 101 EAST VALENCIA MESA DRIVE | FULLERTON | CA | 92835 | 951643325 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | |||||||||
| 500 S MAIN STREET SUITE 1000 | ORANGE | CA | 928684507 | 330143024 | HEALTHCARE | CA | 501(c)(3) | 7 | SJHS |
| METHODIST CHILDREN'S HOSPITAL | |||||||||
| 3610 21ST STREET | LUBBOCK | TX | 79410 | 752428911 | 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 HOSPITAL LEVELLAND | |||||||||
| 1900 COLLEGE AVENUE | LEVELLAND | TX | 79336 | 752246348 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS |
| HOSPICE OF LUBBOCK | |||||||||
| 1102 SLIDE ROAD | LUBBOCK | TX | 79414 | 752133781 | HOSPICE CARE | TX | 501(C)(3) | 9 | CHS |
| COVENANT HEALTH SYSTEM FOUNDATION | |||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 752897026 | FOUNDATION | TX | 501(c)(3) | 7 | CHS |
| LUBBOCK METHODIST HOSPITAL FOUNDATION | |||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752220963 | FOUNDATION | TX | 501(C)(3) | 7 | CHS |
| ST MARY OF THE PLAINS HOSPITAL FDN | |||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 751653181 | FOUNDATION | TX | 501(C)(3) | 11, I | CHS |
| COVENANT MEDICAL GROUP | |||||||||
| 3420 22ND PLACE | LUBBOCK | TX | 79410 | 752743883 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS |
| COVENANT HEALTH PARTNERS INC | |||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 611573313 | HEALTHCARE | TX | 501(C)(3) | 11,I | NA |
| REDWOOD MEMORIAL HOSPITAL | |||||||||
| 3300 RENNER DRIVE | FORTUNA | CA | 95540 | 941384665 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| ST JOSEPH HEALTH MINISTRY | |||||||||
| 500 S MAIN ST 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 (5 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 |
| SHA LLC (DBA FIRSTCARE) | |||||||||||||
| PO BOX 1201 | LUBBOCK | TX | 79410 | 752569094 | HEALTHCARE SVCS. | TX | LMHSI | RELATED | 0 | 0 | false | $0 | false |
| METHODIST DIAG IMAG | |||||||||||||
| 4005 24TH ST | LUBBOCK | TX | 79410 | 752343261 | HEALTHCARE SVCS. | TX | LMHSI | RELATED | 0 | 0 | false | $0 | false |
| COVENANT L-T CARE | |||||||||||||
| 4000 24TH ST | LUBBOCK | TX | 79410 | 205033419 | HEALTHCARE SVCS. | TX | CHS | RELATED | 0 | 0 | false | $0 | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 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 | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH PROF SRVS ENTERPRISES INC | |||||||||||||||
| 500 S MAIN STREET SUITE 700 | ORANGE | CA | 92868 | 330155323 | HEALTHCARE SVCS | CA | SJHS | C CORP | 0 | 0 | 0.00000 | ||||
| ST JOSEPH DIVERSIFIED VENTURES INC | |||||||||||||||
| 500 S MAIN STREET SUITE 700 | ORANGE | CA | 92868 | 330148989 | HEALTHCARE SVCS | CA | SJHS | C-CORP | 0 | 0 | 0.00000 | ||||
| AMERICA UNITY GROUP LTD | |||||||||||||||
| CAPTIVE INSURANCE | SJHS | C-CORP | 0 | 0 | 0.00000 | 58 PAR LA-VILLA RD | HAMILTON HX | BD | BD | ||||||
| LUBBOCK METHODIST HOSPITAL SERVICES INC | |||||||||||||||
| PO BOX 1201 | LUBBOCK | TX | 79410 | 752118585 | HEALTHCARE SVCS | TX | CHS | C CORP | -4757528 | 38796415 | 1.00000 | ||||
| LUBBOCK METHODIST HOSPITAL PRACTICE MGMT | |||||||||||||||
| 2107 OXFORD STREET SUITE 300 | LUBBOCK | TX | 79410 | 752578995 | INACTIVE | TX | CHS | C CORP | 0 | 0 | 1.00000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| 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 | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | 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 | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (29 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ST JOSEPH HEALTH SYSTEM FOUNDATION | |
| C | 1592569 |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | |
| B | 2558700 |
| COVENANT HEALTH SYSTEM FOUNDATION | |
| C | 597499 |
| HOSPICE OF LUBBOCK | |
| P | 794513 |
| COVENANT MEDICAL GROUP | |
| L | 24527627 |
| METHODIST HOSPITAL PLAINVIEW | |
| P | 4088863 |
| METHODIST HOSPITAL LEVELLAND | |
| P | 2497087 |
| QUEEN OF THE VALLEY MEDICAL CENTER | |
| 0 | |
| SANTA ROSA MEMORIAL HOSPITAL | |
| 0 | |
| ST JOSEPH HOSPITAL OF EUREKA | |
| 0 | |
| ST JOSEPH HOSPITAL OF ORANGE | |
| 0 | |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | |
| 0 | |
| ST MARY MEDICAL CENTER | |
| 0 | |
| ST JUDE MEDICAL CENTER | |
| 0 | |
| METHODIST CHILDREN'S HOSPITAL | |
| 0 | |
| LUBBOCK METHODIST HOSPITAL FOUNDATION | |
| 0 | |
| ST MARY OF THE PLAINS HOSPITAL FOUNDATION | |
| 0 | |
| COVENANT HEALTH PARTNERS | |
| 0 | |
| REDWOOD MEMORIAL HOSPITAL | |
| 0 | |
| LUBBOCK SURGERY CENTER LTD | |
| 0 | |
| CHS HOLDING LP | |
| 0 | |
| SHA LLC | |
| 0 | |
| METHODIST DIAGNOSTIC IMAGING | |
| 0 | |
| COVENANT LONG-TERM CARE LP | |
| 0 | |
| ST JOSEPH PROF SRVS ENTERPRISES INC | |
| 0 | |
| ST JOSEPH DIVERSIFIED VENTURES INC | |
| 0 | |
| AMERICAN UNITY GROUP LTD | |
| 0 | |
| LUBBOCK METHODIST HOSPITAL SERVICES INC | |
| 0 | |
| LUBBOCK METHODIST HOSPITAL PRACTICE MGMT | |
| 0 | |
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