2011-05-13T07:30:34-05:00 2010-06-30 BKD LLP 2800 Post Oak Blvd Ste 3200 HOUSTON TX 77056 990 2009-07-01 752616975 TRINITY MOTHER FRANCES HEALTH SYSTEM TRIN 9035315764 1021 E IDEL TYLER TX 75701 JOYCE HESTER 2011-05-16 M Paige Gerich 7134994600 2009 2016-02-24 21:20:13Z LINDSEY BRADLEY 910 E HOUSTON TYLER TX 75701 40000493 false X WWW.TMFHS.ORG X 1995 TX COORDINATING PARENT OF CHARITABLE HEALTHCARE SYSTEM GUIDING ACTIVITIES OF AFFILIATED ENTITIES TO PROVIDE QUALITY HEALTHCARE SERVICES TO THE COMMUNITY. 12 8 329 8 249636 0 0 35109635 39902666 13309 55 109949 97772 35232893 40000493 0 0 0 0 23395403 26623503 0 0 0 36811542 17480679 60206945 44104182 -24974052 -4103689 10721080 12439033 97395996 93605563 -86674916 -81166530 COORDINATING PARENT OF CHARITABLE HEALTHCARE SYSTEM GUIDING ACTIVITIES OF AFFILIATED ENTITIES TO PROVIDE QUALITY HEALTHCARE SERVICES TO THE COMMUNITY. false false 39693760 39703702 AS THE PARENT COMPANY OF TAX-EXEMPT HOSPITAL, THE SYSTEM MONITORS AND GUIDES THE ACTIVITIES OF AFFILIATED ENTITIES TO PROVIDE HIGH QUALITY HEALTHCARE SERVICES TO THE COMMUNITY THROUGH AN EFFICIENT, ECONOMICAL, AND COORDINATED DELIVERY SYSTEM. 39693760 true false false false false false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 329 true true true false false false false false false false false false 12 8 false false false false true true true true true false false true true true true true true true true false X MOTHER FRANCES HOSP ACCTG DEPT 9035615764 1315 DOCTORS DRIVE TYLER TX 75701 SISTER TERESA MIKA 20.0 X 0 0 0 JEFF BUFORD 1.0 X 0 0 0 PRESTON SMITH 1.0 X 0 0 0 RANDY CHILDRESS 1.0 X 0 0 0 ROGER FOWLER MD 20.0 X 0 363746 15144 BOBBY CURTIS 1.0 X 0 0 0 LINDSEY BRADLEY 30.0 X 1170564 1755846 18106 DAVID TEEGARDEN MD 10.0 X X 341893 512840 15851 STEVEN KEUER MD 10.0 X X 238286 357429 2999546 ROYCE WISENBAKER 1.0 X 0 0 0 DICK STONE 1.0 X 0 0 0 DON ARNWINE 1.0 X 0 0 0 RAY THOMPSON 20.0 X 507008 760512 405024 BILL BELLENFANT 30.0 X 337174 505761 317999 SHELLY RUTHERFORD 40.0 X 108849 0 6938 MIKE HINES 40.0 X 110225 0 12758 RANDY PERDUE 40.0 X 128011 0 10681 LARRY SIMMONS 40.0 X 130931 0 10795 DAVID NORTHCUTT 40.0 X 167751 0 14389 3240692 4256134 3827231 14 false true false BERRY NETWORK INC PO BOX 710909 CINCINNATI OH 45271 ADVERTISING 293573 ALLIED INVESTMENT MANAGEMENT INC 6231 MACCATUCK DR INDIANAPOLIS IN 46220 INVESTMENT ANALYSTS 1241264 VINSON AND ELKINS LLP PO BOX 200113 HOUSTON TX 77216 LEGAL SERVICES 437601 KAUFMAN HALL 5502 OLD ORCHARD RD STE N700 SKOKIE IL 60077 CONSULTANTS 350905 BKD LLP 2800 POST OAK BLVD STE 3200 HOUSTON TX 77056 ACCOUNTING SERVICES 228156 39 0 OTHER OPERATING REVENUE 621110 34372011 34372011 MANAGEMENT SERVICE REVENUE 900099 5530655 5378791 151864 39902666 55 55 0 0 0 0 0 0 LAUNDRY 812300 72558 72558 PRINTING 323100 25214 25214 97772 40000493 39750802 249636 55 0 0 0 0 4097536 3687782 409754 0 16376807 14739126 1637681 2334868 2101381 233487 3814292 3432863 381429 0 0 1352791 1217512 135279 219056 197150 21906 0 0 150 135 15 5139671 4625704 513967 954616 859154 95462 859336 773402 85934 3556916 3201224 355692 0 383117 344805 38312 44798 40318 4480 0 206301 185671 20630 521910 469719 52191 0 0 33 30 3 ALLOCATED OVERHEAD 2026886 1824197 202689 REPAIRS AND MAINTENANCE 951246 856121 95125 RECRUITMENT 396356 356720 39636 MINOR EQUIPMENT 74396 66956 7440 DIETARY 135571 122014 13557 657529 591776 65753 44104182 39693760 4410422 0 60701 60606 920301 1431184 606846 615396 9133232 10331847 10721080 12439033 70566 532546 9960445 9669257 87364985 83403760 97395996 93605563 X -93343657 -90081245 6357838 6813019 310903 2101696 -86674916 -81166530 10721080 12439033 X false true true X false X X X false false false TRINITY CLINIC 752616977 03 true true true 19846880 MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER 750818167 03 true true true 19846880 2 39693760 414414 1790794 4305 500 2209013 413932 239 243 414414 0.04858 0.95142 false true true INTEREST IN ASSETS OF FDN 8914715 INVESTMENT IN UNCONSOL. SUB. 643742 DUE FROM AFFILIATES 714197 DEFERRED FINANCING COSTS 59193 10331847 0 DUE TO AFFILIATES 82323475 LONG-TERM CARE OBLIGATION 1080285 83403760 40000493 44104182 -4103689 8550 -95333 -86783 -4190472 40008893 8550 8550 40000343 150 150 40000493 44199365 95333 95333 44104032 150 150 44104182 RECONCILIATION OF CHANGES IN NET ASSETS SCH D, PART XI, LINE 8 EQUITY IN INCOME OF CONSOLIDATED SUBSIDIARY (95,333) RECONCILIATION OF AUDITED FINANCIAL STATEMENTS TO FORM 990 SCH D, PARTS XII AND XIII REVENUE ON RETURN, NOT ON BOOKS: INVESTMENT FEES NETTED WITH REVENUE ON BOOKS 150 EXPENSE ON BOOKS, NOT ON RETURN: EQUITY IN INCOME OF CONSOLIDATED SUBSIDIARY 95,333 EXPENSE ON RETURN, NOT ON BOOKS: INVESTMENT FEES NETTED WITH REVENUE ON BOOKS 150 FIN 48 DISCLOSURE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. INTENDED USES OF THE ORGANIZATIN'S ENDOWMENT FUNDS SCH D, PART V, QUESTION 4 THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR THE ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND ITEMS SUPPORTED BY THE ENDOWMENT WHILE SEEKING TO MAINTAIN ITS PURCHASING POWER. X true true X X X X X false true false false false false false false false ROGER FOWLER MD 0 363746 0 0 0 0 0 4900 0 10244 0 378890 LINDSEY BRADLEY 239653 359481 413172 619757 517739 776608 1960 2940 5282 7924 1177806 1766710 510362 765542 DAVID TEEGARDEN MD 336252 260042 0 244337 5641 8461 1960 2940 4380 6570 348233 522350 STEVEN KEUER MD 232517 211410 137366 5769 8653 1195438 1793158 4380 6570 1438104 2157157 RAY THOMPSON 241552 362328 89137 133706 176319 264478 156727 235091 5282 7924 669017 1003527 167474 251212 BILL BELLENFANT 159734 239601 44850 67276 132590 198885 121211 181816 5989 8983 464374 696560 111725 167588 DAVID NORTHCUTT 167751 0 0 0 0 0 3450 0 10939 0 182140 0 PARTICIPATION IN OR PAYMENT FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCH J, PART 1, QUESTION 4B PARTICIPANTS IN SERP REPORTED IN W-2 DEFERRED COMPENSATION -------------------- --------------- --------------------- LINDSEY BRADLEY 1,275,904 NONE RAY THOMPSON 418,686 386,918 BILL BELLENFANT 279,313 298,127 STEVEN KEUER MD NONE 2,983,696 DAVID TEEGARDEN MD NONE NONE PARTICIPANTS IN 457(F) REPORTED IN W-2 ---------------------- ---------------- DAVID TEEGARDEN MD NONE STEVEN KEUER MD NONE ROGER FOWLER MD NONE SCH J, PART I, QUESTION 1A TRAVEL FOR COMPANIONS THE ORGANIZATION REIMBURSED BILL BELLENFANT AND LINDSEY BRADLEY FOR SPOUSAL TRAVEL EXPENSES. REIMBURSEMENTS WERE INCLUDED IN FORM W-2. DESCRIBE REVIEW PROCESS OF FORM 990 FORM 990, PART VI, QUESTION 11A THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, THE FORM IS REVIEWED BY THE ORGANIZATION'S INTERNAL ACCOUNTANTS PRIOR TO FILING. DESCRIBE THE ORGANIZATION'S MEMBERS OR STOCKHOLDERS FORM 990, PART VI, QUESTION 6 THE SOLE MEMBER IS THE CONGREGATION OF THE SISTERS OF THE HOLY FAMILY OF NAZARETH, A RELIGIOUS ORDER OF THE ROMAN CATHOLIC CHURCH. MEMBERS WHO MAY ELECT MEMBERS OF THE GOVERNING BOARD FORM 990, PART VI, QUESTION 7A THE MEMBER HAS THE SOLE RIGHT AND AUTHORITY TO APPOINT ONE OF THE MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS. DECISIONS OF THE GOVERNING BOARD SUBJECT TO APPROVAL OF MEMBERS FORM 990, PART VI, QUESTION 7B THE MEMBER HAS THE AUTHORITY TO APPROVE OR DISAPPROVE CERTAIN ACTIONS PREVIOUSLY APPROVED BY THE BOARD OF DIRECTORS. HOW DOES THE ORGANIZATION MONITOR AND ENFORCE COMPLIANCE WITH POLICY FORM 990, PART VI, QUESTION 12C THE BOARD REVIEWS AND RESOLVES, IF NECESSARY, ANY TRANSACTIONS AS THEY ARISE THROUGHOUT THE YEAR IN ACCORDANCE WITH POLICY STANDARDS. PROCESS FOR DETERMINING COMPENSATION OF CEO, OFFICERS, OR KEY EMPLOYEES FORM 990, PART VI, QUESTIONS 15A & 15B THE ORGANIZATION USES COMPENSATION CONSULTANTS AND NATIONAL COMPENSATION SURVEYS TO DETERMINE COMPENSATION OF EMPLOYEES. COMPENSATION IS APPROVED BY THE ORGANIZATION'S GOVERNING BODY. DESCRIBE WHETHER THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO PUBLIC FORM 990, PART VI, QUESTION 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. COMPENSATION FROM RELATED ORGANIZATIONS FORM 990, PART VII & SCHEDULE J THE GOVERNING BOARD OF TRINITY MOTHER FRANCES HEALTH SYSTEM UPON ADVICE FROM NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS, WHO PERIODICALLY REVIEW ALL EXECUTIVE COMPENSATION, APPROVED A DEFERRED COMPENSATION PLAN THAT PROVIDES A 65% TOTAL RETIREMENT BENEFIT FOR SENIOR EXECUTIVES THAT SERVE 20 YEARS OR MORE. THIS PROGRAM HAS BOTH RETENTION AND NON-COMPETITION CLAUSES THAT CREATE A RISK OF FORFEITURE. DEFERRED COMPENSATION IS SUBJECT TO A RISK OF FORFEITURE BASED ON RETENTION, NON-COMPETITION AND OTHER CONTRACTUAL FACTORS. ACCRUALS OF DEFERRED COMPENSATION ARE NOT INCLUDIBLE IN W-2 COMPENSATION UNTIL PAID. OTHER EMPLOYEE BENEFITS INCLUDE QUALIFIED PENSION PLANS, HEALTH, DENTAL AND LIFE INSURANCE PLANS, DISABILITY INSURANCE, ETC. TAXABLE EXPENSES ARE INCLUDED IN THE W-2 PAID COMPENSATION SALARY AMOUNT. AVERAGE HOURS WORKED FOR RELATED ORGANIZATIONS FORM 990, PART VII AVG HOURS WORKED FOR RELATED ORG ROGER FOWLER MD 20 LINDSEY BRADLEY 11 DAVID TEEGARDEN MD 31 RAY THOMPSON 22 STEVEN KEUER MD 31 BILL BELLENFANT 12 1099S REPORTED BY ORGANIZATION FORM 990, PART V, QUESTION 1 NO 1099S WERE ISSUED BY THE FILING ORGANIZATION. THE ORGANIZATION'S 1099S ARE ISSUED BY A RELATED ORGANIZATION, MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER, WHO REPORTS ALL 1099S FOR THE ENTIRE SYSTEM AND ALLOCATES EXPENSES TO THE APPROPRIATE RELATED ORGANIZATION; THEREFORE, THIS QUESTION IS ANSWERED AS "NONE" FOR THIS FILING ORGANIZATION. 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