ROPER SAINT FRANCIS PHYSICIANS NETWORK: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROPER SAINT FRANCIS PHYSICIANS NETWORK (EIN 26-2946628)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201903179349304420
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T12:57:16-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 Town Center Drive Suite 1000 | AddressLine1Txt |
| City | Costa Mesa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262946628 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roper St Francis Physicians Network | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROPE | BusinessNameControlTxt |
| Phone | 8437242958 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8536 Palmetto Commerce Pkwy No 201 | AddressLine1Txt |
| City | Ladson | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29456 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bret D Johnson | PersonNm |
| Person Title | SVP and CFO | PersonTitleTxt |
| Phone | 8437242958 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John W Sadoff Jr | PreparerPersonNm |
| PTIN | P00540589 | PTIN |
| Phone | 7144367100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.138.49.181 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 07:39:01 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0EB4CE1ACD44DB279B6C2D9A8476B20948576B96 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2B300E1FC09CCA321063079848B1E489E0A7BF4B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roper St Francis Physician Partners | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lorraine Lutton | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8536 Palmetto Commerce Pkwy No 201 | AddressLine1Txt |
| City | Ladson | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $175,450,512 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.rsfh.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | Nonprofit physician practice operations in conjunction with CareAlliance Health Services | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,503 | PYContributionsGrantsAmt |
| CY Contributions Grants | $177,484 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $176,566,288 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $171,022,506 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | -$335,206 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,320,899 | PYOtherRevenueAmt |
| CY Other Revenue | $4,094,518 | CYOtherRevenueAmt |
| PY Total Revenue | $179,919,690 | PYTotalRevenueAmt |
| CY Total Revenue | $174,959,302 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $132,635 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $85,379 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $171,632,585 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $175,675,002 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $76,119,596 | PYOtherExpensesAmt |
| CY Other Expenses | $72,382,817 | CYOtherExpensesAmt |
| PY Total Expenses | $247,884,816 | PYTotalExpensesAmt |
| CY Total Expenses | $248,143,198 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$67,965,126 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$73,183,896 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,533,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,446,651 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,501,208 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,442,405 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,032,485 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,004,246 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Healing all people with compassion, faith, and excellence. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $204,979,644 | ExpenseAmt |
| Grant | $85,379 | GrantAmt |
| Revenue | $171,022,506 | RevenueAmt |
| Desc | Our Roper St. Francis Physician Partners offers a comprehensive network of more than 240 employed physicians and more than 100 advanced care providers covering a complete range of primary care and 25 other subspecialties spread across the Lowcountry. Roper St. Francis Physician Partners provides the community convenient, comprehensive and compassionate healthcare.Roper St. Francis Physician Partners contributed $11.1 million in community benefit in 2018. This benefit includes charity care, unreimbursed Medicaid, and numerous sponsorships and community outreach programs. The network also gave back over 1,100 volunteer staff hours that included health fairs, health education and lectures, and career days that benefited more than 7,400 individuals in the community. In 2018, Roper St. Francis Physician Partners exceeded its goal of evaluating patients who met the guidelines for breast cancer screening as well as depression screenings. Seventy-four percent of patients who qualified were screened for breast cancer and received the appropriate depression screening and follow-up plan.We also grew our unique primary care patient population by 3 percent, exceeding our 2018 goal and continuing to grow our reach throughout the Lowcountry | Desc |
| Total Program Service Expenses | $204,979,644 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Finance Department | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8437242958 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8536 Palmetto Commerce Parkway | AddressLine1Txt |
| City | Ladson | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Brian Cuddy MD See Sch O | ||||||||||
| Chairperson | 46.50 | 3.50 | Yes (X) | $0 | $984,944 | $67,183 | ||||
| Alison Dillon MD | ||||||||||
| Vice-Chairperson (Thru 6/2018) | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Datta MD See Sch O | ||||||||||
| Vice-Chairperson (Start 7/1/18) | 46.50 | 3.50 | Yes (X) | $0 | $267,238 | $65,415 | ||||
| Katherine Duffy PhD | ||||||||||
| Board Member | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||||
| Wills C Geils MD See Sch O | ||||||||||
| Board Member | 0.50 | 3.50 | Yes (X) | $0 | $26,876 | $0 | ||||
| John Holloway Jr See Sch O | ||||||||||
| Board Member | 0.50 | 3.50 | Yes (X) | $0 | $430,000 | $31,212 | ||||
| Sister Anne Lutz | ||||||||||
| Board Member | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||||
| Edward McKelvey | ||||||||||
| Board Member | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Nantz | ||||||||||
| Board Member | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||||
| Roberta Pinckney | ||||||||||
| Board Member | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||||
| John Spratt MD See Sch O | ||||||||||
| Board Member | 46.50 | 3.50 | Yes (X) | $0 | $799,374 | $65,768 | ||||
| Kent Stock MD See Sch O | ||||||||||
| Board Member (Start 7/1/18) | 0.50 | 3.50 | Yes (X) | $0 | $44,345 | $0 | ||||
| Michael Tarwater | ||||||||||
| Board Member | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Thornley | ||||||||||
| Board Member | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||||
| Lorraine Lutton | ||||||||||
| President & CEO - RSFH | 1.00 | 49.00 | $0 | $891,334 | $122,984 | Yes (X) | ||||
| Bret D Johnson | ||||||||||
| SVP & CFO - RSFH | 1.00 | 49.00 | $0 | $619,642 | $95,562 | Yes (X) | ||||
| Mollie Alexander | ||||||||||
| CFO - RSFPP | 50.00 | 0.00 | $0 | $153,082 | $21,031 | Yes (X) | ||||
| Robert Oliverio MD | ||||||||||
| VP & CEO Phy Partners | 50.00 | 0.00 | $0 | $557,147 | $107,620 | Yes (X) | ||||
| Gregory Edwards | ||||||||||
| VP & General Counsel | 2.00 | 47.00 | $0 | $501,764 | $99,123 | Yes (X) | ||||
| Kathleen Guatteri | ||||||||||
| COO - RSFPP | 50.00 | 0.00 | $0 | $319,522 | $67,826 | Yes (X) | ||||
| George Khoury MD | ||||||||||
| Physician | 48.00 | 2.00 | $0 | $1,330,019 | $72,041 | Yes (X) | ||||
| John McCrosson MD | ||||||||||
| Physician | 47.00 | 1.00 | $0 | $1,283,628 | $54,135 | Yes (X) | ||||
| John Steichen MD | ||||||||||
| Physician | 48.00 | 2.00 | $0 | $1,159,665 | $70,451 | Yes (X) | ||||
| Robert Lowery MD | ||||||||||
| Physician | 47.00 | 3.00 | $0 | $1,126,047 | $64,615 | Yes (X) | ||||
| Robert Morgan Stuart MD | ||||||||||
| Physician | 48.00 | 2.00 | $0 | $1,093,333 | $64,814 | Yes (X) | ||||
| Carl Butler | ||||||||||
| Dir Ortho & Neuro Services | 0.00 | 40.00 | $0 | $186,040 | $40,545 | Yes (X) | ||||
| Elisa Cooper | ||||||||||
| Dir Property Mgmt | 0.00 | 45.00 | $0 | $199,006 | $29,058 | Yes (X) | ||||
| Gretchen Morin | ||||||||||
| Chief Admin Officer - BSSF | 0.00 | 50.00 | $0 | $173,849 | $38,189 | Yes (X) | ||||
| Jim Bowron | ||||||||||
| Dir Ops-Primary Care | 50.00 | 0.00 | $0 | $167,054 | $38,730 | Yes (X) | ||||
| Keith Neuman | ||||||||||
| VP & CIO | 0.00 | 49.00 | $0 | $362,648 | $60,778 | Yes (X) | ||||
| Laura MacMillan | ||||||||||
| Dir WIC Svcs | 0.00 | 50.00 | $0 | $180,741 | $40,955 | Yes (X) | ||||
| Matthew Severance | ||||||||||
| RSFH COO & CEO Roper Hospital | 0.00 | 0.00 | $0 | $724,460 | $0 | Yes (X) | ||||
| Melanie Stith | ||||||||||
| VP Human Resources | 0.00 | 46.00 | $0 | $322,069 | $69,555 | Yes (X) | ||||
| Melinda Cardell | ||||||||||
| Associate CIO | 0.00 | 50.00 | $0 | $207,653 | $19,754 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $14,111,480 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,407,344 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| J Musselman Construction Inc | |||||
| PO Box 80785 | Charleston | SC | 29416 | General Contractor | $939,574 |
| Experian Health Inc | |||||
| PO Box 886133 | Los Angeles | CA | 90088 | Billing and Collection Services | $548,129 |
| Change Healthcare | |||||
| PO Box 742526 | Atlanta | GA | 30374 | Lab Billing and Collections | $532,484 |
| Angelica Textile Services | |||||
| PO Box 532268 | Atlanta | GA | 30353 | Linen Service | $355,305 |
| CompHealth | |||||
| PO Box 972651 | Dallas | TX | 75397 | Locum Tennan Service | $345,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $177,484 | RelatedOrganizationsAmt |
| Noncash Contributions | $8,334 | NoncashContributionsAmt |
| Total Contributions | $177,484 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Patient Service | Desc |
| Business | 621400 | BusinessCd |
| Total Revenue Column | $171,022,506 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $171,022,506 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $171,022,506 | TotalProgramServiceRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $540,573 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $27,156 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $513,417 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $513,417 | TotalRevenueColumnAmt |
| Exclusion | $513,417 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $128,848 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $464,054 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$335,206 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$335,206 | TotalRevenueColumnAmt |
| Exclusion | -$335,206 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Physician Incentive Pr | 900099 | $2,481,101 | $2,481,101 |
| Partners Workforce Rev | 900099 | $1,100,000 | $1,100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,581,101 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $174,959,302 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $171,022,506 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,759,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,379 | TotalAmt |
| Program Services | $85,379 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,892,565 | TotalAmt |
| Program Services | $2,015,896 | ProgramServicesAmt |
| Management And General | $876,669 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,876,539 | TotalAmt |
| Program Services | $127,251,311 | ProgramServicesAmt |
| Management And General | $23,625,228 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,127,156 | TotalAmt |
| Program Services | $3,469,526 | ProgramServicesAmt |
| Management And General | $657,630 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,605,681 | TotalAmt |
| Program Services | $8,915,749 | ProgramServicesAmt |
| Management And General | $1,689,932 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,173,061 | TotalAmt |
| Program Services | $6,030,090 | ProgramServicesAmt |
| Management And General | $1,142,971 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,514,662 | TotalAmt |
| Management And General | $1,514,662 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,311 | TotalAmt |
| Management And General | $347,311 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,482,061 | TotalAmt |
| Program Services | $1,750,157 | ProgramServicesAmt |
| Management And General | $4,731,904 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,892 | TotalAmt |
| Program Services | $440,714 | ProgramServicesAmt |
| Management And General | $110,178 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,397,616 | TotalAmt |
| Program Services | $1,582,427 | ProgramServicesAmt |
| Management And General | $815,189 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,467,974 | TotalAmt |
| Management And General | $3,467,974 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,299,588 | TotalAmt |
| Program Services | $11,439,670 | ProgramServicesAmt |
| Management And General | $2,859,918 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,920 | TotalAmt |
| Management And General | $131,920 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,601 | TotalAmt |
| Management And General | $723,601 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,117,261 | TotalAmt |
| Program Services | $1,117,261 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,463,088 | TotalAmt |
| Program Services | $3,463,088 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,881,785 | TotalAmt |
| Program Services | $1,505,428 | ProgramServicesAmt |
| Management And General | $376,357 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical Supplies | $35,544,508 | $35,544,508 | |
| Miscellaneous Expenses | $460,550 | $368,440 | $92,110 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,143,198 | TotalAmt |
| Program Services | $204,979,644 | ProgramServicesAmt |
| Management And General | $43,163,554 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,287 | BOYAmt |
| EOY | $1,293 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,015,529 | BOYAmt |
| EOY | $24,410,244 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,315,668 | BOYAmt |
| EOY | $1,276,893 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $599,972 | BOYAmt |
| EOY | $1,395,353 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $48,137,586 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,506,091 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,711,301 | BOYAmt |
| EOY | $30,631,495 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,106 | BOYAmt |
| EOY | $51,057 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,928,457 | BOYAmt |
| EOY | $4,928,457 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $917,373 | BOYAmt |
| EOY | $751,859 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,533,693 | BOYAmt |
| EOY | $63,446,651 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,098,111 | BOYAmt |
| EOY | $16,604,929 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,433 | BOYAmt |
| EOY | $70,433 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,630 | BOYAmt |
| EOY | $28,351 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,240,034 | BOYAmt |
| EOY | $17,738,692 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,501,208 | BOYAmt |
| EOY | $34,442,405 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,032,485 | BOYAmt |
| EOY | $29,004,246 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,032,485 | BOYAmt |
| EOY | $29,004,246 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,533,693 | BOYAmt |
| EOY | $63,446,651 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$73,183,896 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $75,155,657 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,307 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,132 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $177,484 | CurrentTaxYearAmt |
| Total | $224,331 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,405,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,659,730 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,919,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $176,566,288 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $171,022,506 | CurrentTaxYearAmt |
| Total | $788,573,399 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,410,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,665,037 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,923,336 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $176,598,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $171,199,990 | CurrentTaxYearAmt |
| Total | $788,797,730 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,307 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,132 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $177,484 | CurrentTaxYearAmt |
| Total | $224,331 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,307 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,132 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $177,484 | CurrentTaxYearAmt |
| Total | $224,331 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $788,573,399 | PublicSupportTotal509Amt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,883,105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,827,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,937,581 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,320,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,581,101 | CurrentTaxYearAmt |
| Total | $15,550,475 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $140,293,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $154,492,826 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $154,860,917 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $179,919,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,781,091 | CurrentTaxYearAmt |
| Total | $804,348,205 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98040 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $417,000 | OtherCostOrOtherBasisAmt |
| Book Value | $417,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,797,766 | OtherCostOrOtherBasisAmt |
| Depreciation | $684,498 | DepreciationAmt |
| Book Value | $16,113,268 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,049,111 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,480,801 | DepreciationAmt |
| Book Value | $7,568,310 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,594,686 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,340,792 | DepreciationAmt |
| Book Value | $5,253,894 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,279,023 | OtherCostOrOtherBasisAmt |
| Book Value | $1,279,023 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,631,495 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EITF 97-10 Liability | $15,555,878 |
| Deferred Rent Liabilities | $2,182,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,738,692 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | Roper St. Francis Physicians Network is a not-for-profit organization as described in Section 501(c)(3) of the Internal Revenue Code and is generally exempt from federal and state income taxes. Accordingly, no provision for income taxes is made on the consolidated financial statements. Although (the consolidated group) is generally exempt from federal and state income taxes, it evaluates whether there are any uncertain tax positions that fail to meet the more-likely-than-not threshold for recognition in the consolidated financial statements. Uncertain tax positions may include the characterization of income, such as a characterization of income as passive, a decision to exclude reporting taxable income in a tax return, or a decision to classify a transaction, entity, or other position in a tax return as tax exempt. The tax benefit from an uncertain tax position is recognized when it is more likely than not that the position will be sustained upon examination, including resolutions of any related appeals or litigation processes, based on the technical merits. The organization had no unrecognized tax positions as of December 31, 2018 and 2017, and does not expect that unrecognized tax benefits will materially increase within the next 12 months. Interest and penalties related to uncertain tax positions, if any, would be recognized in the consolidated financial statements as income tax expense. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (24 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brian Cuddy MD See Sch O | ||||||||||||||
| Chairperson | $0 | $922,396 | $0 | $50,891 | $0 | $11,657 | $0 | $35,182 | $0 | $32,001 | $0 | $1,052,127 | $0 | $0 |
| Susan Datta MD See Sch O | ||||||||||||||
| Vice-Chairperson (Start 7/1/18) | $0 | $233,434 | $0 | $28,202 | $0 | $5,602 | $0 | $33,245 | $0 | $32,170 | $0 | $332,653 | $0 | $0 |
| John Holloway Jr See Sch O | ||||||||||||||
| Board Member | $0 | $330,000 | $0 | $100,000 | $0 | $0 | $0 | $13,932 | $0 | $17,280 | $0 | $461,212 | $0 | $0 |
| John Spratt MD See Sch O | ||||||||||||||
| Board Member | $0 | $772,188 | $0 | $25,332 | $0 | $1,854 | $0 | $35,182 | $0 | $30,586 | $0 | $865,142 | $0 | $0 |
| Lorraine Lutton | ||||||||||||||
| President & CEO - RSFH | $0 | $635,904 | $0 | $231,778 | $0 | $23,652 | $0 | $95,144 | $0 | $27,840 | $0 | $1,014,318 | $0 | $0 |
| Bret D Johnson | ||||||||||||||
| SVP & CFO - RSFH | $0 | $421,003 | $0 | $142,376 | $0 | $56,263 | $0 | $70,818 | $0 | $24,744 | $0 | $715,204 | $0 | $50,074 |
| Mollie Alexander | ||||||||||||||
| CFO - RSFPP | $0 | $142,504 | $0 | $8,889 | $0 | $1,689 | $0 | $8,462 | $0 | $12,569 | $0 | $174,113 | $0 | $0 |
| Robert Oliverio MD | ||||||||||||||
| VP & CEO Phy Partners | $0 | $423,170 | $0 | $131,804 | $0 | $2,173 | $0 | $74,809 | $0 | $32,811 | $0 | $664,767 | $0 | $73,317 |
| Gregory Edwards | ||||||||||||||
| VP & General Counsel | $0 | $370,423 | $0 | $102,386 | $0 | $28,955 | $0 | $68,369 | $0 | $30,754 | $0 | $600,887 | $0 | $78,413 |
| Kathleen Guatteri | ||||||||||||||
| COO - RSFPP | $0 | $277,835 | $0 | $37,687 | $0 | $4,000 | $0 | $43,276 | $0 | $24,550 | $0 | $387,348 | $0 | $0 |
| George Khoury MD | ||||||||||||||
| Physician | $0 | $1,181,271 | $0 | $136,884 | $0 | $11,864 | $0 | $35,182 | $0 | $36,859 | $0 | $1,402,060 | $0 | $0 |
| John McCrosson MD | ||||||||||||||
| Physician | $0 | $1,025,778 | $0 | $257,092 | $0 | $758 | $0 | $35,182 | $0 | $18,953 | $0 | $1,337,763 | $0 | $0 |
| John Steichen MD | ||||||||||||||
| Physician | $0 | $1,146,848 | $0 | $1,160 | $0 | $11,657 | $0 | $35,182 | $0 | $35,269 | $0 | $1,230,116 | $0 | $0 |
| Robert Lowery MD | ||||||||||||||
| Physician | $0 | $596,838 | $0 | $525,126 | $0 | $4,083 | $0 | $32,432 | $0 | $32,183 | $0 | $1,190,662 | $0 | $0 |
| Robert Morgan Stuart MD | ||||||||||||||
| Physician | $0 | $877,828 | $0 | $206,399 | $0 | $9,106 | $0 | $32,432 | $0 | $32,382 | $0 | $1,158,147 | $0 | $0 |
| Carl Butler | ||||||||||||||
| Dir Ortho & Neuro Services | $0 | $172,220 | $0 | $13,613 | $0 | $207 | $0 | $9,108 | $0 | $31,437 | $0 | $226,585 | $0 | $0 |
| Elisa Cooper | ||||||||||||||
| Dir Property Mgmt | $0 | $186,586 | $0 | $11,826 | $0 | $594 | $0 | $9,638 | $0 | $19,420 | $0 | $228,064 | $0 | $0 |
| Gretchen Morin | ||||||||||||||
| Chief Admin Officer - BSSF | $0 | $162,232 | $0 | $10,871 | $0 | $746 | $0 | $8,248 | $0 | $29,941 | $0 | $212,038 | $0 | $0 |
| Jim Bowron | ||||||||||||||
| Dir Ops-Primary Care | $0 | $155,797 | $0 | $10,590 | $0 | $667 | $0 | $9,529 | $0 | $29,201 | $0 | $205,784 | $0 | $0 |
| Keith Neuman | ||||||||||||||
| VP & CIO | $0 | $285,322 | $0 | $76,129 | $0 | $1,197 | $0 | $31,887 | $0 | $28,891 | $0 | $423,426 | $0 | $41,222 |
| Laura MacMillan | ||||||||||||||
| Dir WIC Svcs | $0 | $168,200 | $0 | $11,860 | $0 | $681 | $0 | $10,569 | $0 | $30,386 | $0 | $221,696 | $0 | $0 |
| Matthew Severance | ||||||||||||||
| RSFH COO & CEO Roper Hospital | $0 | $0 | $0 | $86,013 | $0 | $638,447 | $0 | $0 | $0 | $0 | $0 | $724,460 | $0 | $337,578 |
| Melanie Stith | ||||||||||||||
| VP Human Resources | $0 | $255,950 | $0 | $65,406 | $0 | $713 | $0 | $37,528 | $0 | $32,027 | $0 | $391,624 | $0 | $31,800 |
| Melinda Cardell | ||||||||||||||
| Associate CIO | $0 | $195,533 | $0 | $11,364 | $0 | $756 | $0 | $10,009 | $0 | $9,745 | $0 | $227,407 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | A related organization of Roper St. Francis Physicians Network determined the compensation of the Organization's CEO using the following methods: - Compensation Committee - Independent Compensation Consultant - Compensation Survey or Study - Approval by the Board or Compensation Committee |
| Part I, Line 4a: | Matthew Severance - $386,882 Part I, Line 4b: The Roper St. Francis Healthcare 457(f) Plan's purpose is to offer eligible employees of the employer deferred compensation benefits to supplement Eligible Employees' retirement income. The Plan is intended to be a top-hat plan (i.e. an unfunded deferred compensation plan maintained for certain members of a select group of management or highly compensation employees). The Vice-Presidents, CFO, and CEO participate in the 457f Plan. The following participants received compensation through a 457(f) Plan: Bret D. Johnson - $53,095 Gregory Edwards - $27,321 Matthew Severance - $251,565 |
| Part I, Line 6: | Goals are developed each year to support the Organization's strategic initiatives for people, quality, financial, growth and service. The Ad Hoc Compensation Committee approves the system goals annually and reports it to the full Board of Directors. Progress on each metric is reported to the board each month on the corporate scorecard. At year-end, the Ad Hoc Compensation Committee approves the final scorecard number and reports results to the full Board. Annual incentives for the executives are based 60% on the corporate scorecard and 40% on individual performance. Executives maintain an individual scorecard on the leader evaluation manager and discuss results monthly with the President/CEO. The President/CEO approves the individual executive scorecard. System Vice Presidents and the system CEO are eligible to participate in a long term incentive plan (LTIP). An LTIP typically takes place over a three year period and does not vest until the end of the third year. To receive payment, executives must still be employed by the system at the end of the plan period. Each LTIP has a financial and clinical objective that is aligned with the Organization's strategic goals. Threshold, target, and maximum performance ranges are established for these objectives and are measured based on performance against similar organizations or compared to an internal metric such as an improvement over prior performance. These targets and objectives are approved by the Ad Hoc Compensation Committee. The incentive is earned based on the satisfaction of the threshold, target, or maximum performance ranges. The Ad Hoc Committee also approves the final LTIP performance score and the amount paid to executives under the plan. Results are reported to the full board annually. Part I, Line 7: See the response to Line 6 above. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 3 | Atrium Health, formerly Carolinas HealthCare System, an unrelated organization, provides management oversight services. Lorraine Lutton, RSFH President and CEO, and Bret Johnson, RSFH CFO, are employees of Atrium and their compensation is paid by CareAlliance Health Services, a related organization, through a management fee to Atrium. |
| Form 990, Part VI, Section A, line 6 | The sole member of the Corporation is CareAlliance Health Services, a South Carolina nonprofit, nonstock Corporation, d/b/a Roper St. Francis Healthcare. CareAlliance Health Services is in turn governed by a Board of Directors appointed by the "founding members". The Bylaws of the Organization specify certain qualifications of the thirteen member Board of Directors. At least nine directors must have their primary residence in a community served by the system. Five directors must be physicians actively engaged in the full time practice of medicine. Five of the directors are appointed to the Board of Directors by virtue of positions held within MSSC, BSHSI and Atrium Health (ex-officio directors). Each of the five ex-officio directors serves as a director of the Organization for so long as such person holds his or her respective elected or appointed office in his or her respective Founding Member Organization. Directors serve three-year terms and are limited to three consecutive terms. After an absence of at least one year, directors are again eligible for appointment to the Board of Directors for two consecutive complete terms. |
| Form 990, Part VI, Section A, line 7a | The Organization is governed by a thirteen member Board of Directors appointed by the founding members. Subject to certain nominating and governance committee approvals, six directors are appointed by the Medical Society of South Carolina (MSSC), Bon Secours Health System, Inc. (BSHSI), and one director is appointed by Atrium Health. It is the founding members' intent that the members of the Organization's Board of Directors are appointed to such positions because they have a willingness to serve the needs of the system as a whole and not the needs of any individual founding member. |
| Form 990, Part VI, Section A, line 7b | The following actions shall require the unanimous affirmative approval of all of the founding members: (a) to amend the Articles of Incorporation or By-laws, including without limitation, any change in the Corporation's purposes; provided, however, that, subject to the procedures and voting requirements with respect to the admission of non-founding members, Schedule 3.1 may be amended with the approval of two (2) of the founding members to reflect the admission of a non-founding member; (b) to dissolve or liquidate the Corporation and to determine the distribution of assets upon dissolution; (c) to merge or consolidate the Corporation or to sell, convey, transfer, lease, or otherwise dispose of all or substantially all of its assets; (d) to appoint the President and Chief Executive Officer of the Corporation in a manner other than that established within the By-laws; (e) to alter or amend the Corporation's ethical performance standards (defined below); or (f) to enter into any material agreement whereby a third party will: (i) become an equity owner in any joint venture with the Corporation or any system participant and will not be legally obligated to support the Corporation's ethical performance standards; or (ii) manage a substantial part of the facilities, assets, or operations of the System and will not be legally obligated to comply with and support the Corporation's ethical performance standards. |
| Form 990, Part VI, Section B, line 11b | The Form 990 was prepared by an independent accounting firm with assistance and oversight by management. Reviews were then conducted by senior management before drafts were sent to each member of the Organization's governing body. A transmittal letter accompanied the drafts and provided highlights of the Form 990 to the Organization's Board of Directors. After the governing body approved the Form 990 draft, a final version was filed with the Internal Revenue Service. |
| Form 990, Part VI, Section B, line 12c | The Directors shall complete and return to the Secretary an annual statement that each of them: (a) has received a copy of the Conflict of Interest Policy; (b) has read and understands the Policy; (c) agrees to comply with this Policy; (d) understands that the Policy applies to all committees; and (e) understands that the Organization is a charitable organization and must continuously engage primarily in activities which accomplish one or more of its tax-exempt purposes. |
| Form 990, Part VI, Section B, line 15 | An independent company, Towers Watson, provides research, advice and guidance to the Compensation Committee and senior leadership to ensure the Organization's compensation programs for executives covered by the "Intermediate Sanctions Legislation" (IRC Section 4958) are aligned with its stated philosophy: Base salaries are targeted at the 50th percentile of the established comparator market; Total cash compensation (base salary plus annual incentive payments) are targeted at the 75th percentile of the established comparator market; Total direct compensation (total cash compensation plus long term incentive payments) will not exceed the 90th percentile of the established comparator market; Benefits are targeted at market median; and In aggregate, base salary, total cash compensation, total direct compensation and benefits comprise total compensation for executives. The Compensation Committee ensures that executive total compensation is reflective of the Organization's stated compensation philosophy. The Committee, in this process, authorizes and supports an annual three step process utilizing Towers Watson's resources: 1) Salary levels, annual bonus targets/payments and long term incentive grants are compared rigorously each year with market data based on comparable positions and organizations. A. Comparable organizations are typically not-for-profit healthcare systems with similar operating revenues. Private sector employer data, when available, are also included in the analysis for "transferable skills positions". B. Historically, performance incentive payouts generally track with a normal bonus payout distribution. Incentive goals are primarily based on formally defined quantitative goals approved by the Ad Hoc Compensation Committee of the RSFH Board of Directors. 2) All recommended pay decisions are tested against these data and the Organization's stated compensation philosophy. 3) A formal opinion letter is prepared by Towers Watson, representing that senior executives are compensated within the reasonableness standards mandated by the IRS. A similar process is performed by Towers Watson for the CEO and CFO positions. This letter provides a "safe harbor" for the Organization's "directors" relative to the reasonableness of total executive compensation consistent with IRC Section 4958. |
| Form 990, Part VI, Section C, line 19 | The Organization's audited financial statements are published annually and are available to the public at www.dacbond.com. |
| Part VII, Line 1: | The following board members were compensated for services performed for the organization (or a related organization) not in the capacity of their positions on the board. No board member is compensated for his services as a board member. Brian Cuddy, MD was compensated for medical services rendered to the organization and a related organization. John B. Holloway, Jr. was compensated by the Medical Society of South Carolina for services as Chief Executive Officer. John A. Spratt, MD was compensated for medical services rendered to the organization. Susan Datta, MD was compensated for medical services rendered to the organization. Wills C. Geils, MD was compensated for medical services rendered to a related organization. Kent Stock, MD was compensated for medical services rendered to a related organization. |
| Part IX, Line 1: | The grants expense shown on page 10 of the 990 is an allocation from the parent company, CareAlliance Health Services. All grants meeting disclosure requirements have been listed on CareAlliance Health Service's Form 990. |
| Form 990, Part XI, line 9: | Pension and Benefit Allocation from CareAlliance -1,991,162. Equity Transfer to Related Orgs 77,386,457. Other Non-Operating Loss -239,638. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CareAlliance Health Services | |||||||||||
| 8536 Palmetto Commerce Pkwy Ste 201 | Ladson | SC | 29456 | 570831165 | Healthcare | SC | 501(c)(3) | Line 3 | N/A | 0 | |
| Roper Hospital Inc | |||||||||||
| 8536 Palmetto Commerce Pkwy Ste 201 | Ladson | SC | 29456 | 570828733 | Healthcare | SC | 501(c)(3) | Line 3 | 0 | CareAlliance Health Services | |
| Bon Secours St Francis Xavier Hospital | |||||||||||
| 8536 Palmetto Commerce Pkwy Ste 201 | Ladson | SC | 29456 | 571067254 | Healthcare | SC | 501(c)(3) | Line 3 | 0 | CareAlliance Health Services | |
| Roper St Francis Mt Pleasant Hospital | |||||||||||
| 8536 Palmetto Commerce Pkwy Ste 201 | Ladson | SC | 29456 | 570360499 | Healthcare | SC | 501(c)(3) | Line 3 | 0 | CareAlliance Health Services | |
| Roper St Francis Hospital - Berkeley | |||||||||||
| 8536 Palmetto Commerce Pkwy Ste 201 | Ladson | SC | 29456 | 263710229 | Healthcare | SC | 501(c)(3) | Line 3 | 0 | CareAlliance Health Services | |
| Roper St Francis Foundation | |||||||||||
| 8536 Palmetto Commerce Pkwy Ste 201 | Ladson | SC | 29456 | 571068509 | Supporting Org | SC | 501(c)(3) | Line 12a, I | 0 | CareAlliance Health Services | |
| The Medical Society of South Carolina | |||||||||||
| 69-B Barre St | Charleston | SC | 29401 | 570288358 | Supporting Org/Founding Member | SC | 501(c)(3) | Line 12c, III-FI | N/A | 0 | |
| Clinical Biotechnology Research Institute at RSFH | |||||||||||
| 8536 Palmetto Commerce Pkwy Ste 201 | Ladson | SC | 29456 | 475407453 | Healthcare | SC | 501(c)(3) | Line 4 | 0 | CareAlliance Health Services | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| Lowcountry Surgery Center LLC (dba Roper St Francis Eye Surgery Center) | |||||||
| 8536 Palmetto Commerce Pkwy Ste 201 | Ladson | SC | 29456 | 581693021 | Eye Surgery | SC | N/A |
| RSFH - ATI Physical Therapy LLC | |||||||
| 8536 Palmetto Commerce Pkwy Ste 201 | Ladson | SC | 29456 | 474797980 | Physical Therapy | SC | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CareAlliance Medical Services Organization | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8536 Palmetto Commerce Pkwy Ste 201 | AddressLine1Txt |
| City | Ladson | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571012837 | EIN |
| Primary Activities | Inactive | PrimaryActivitiesTxt |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |