COMMONSPIRIT HEALTH: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- COMMONSPIRIT HEALTH (EIN 47-0617373)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201901359349304715
- Schema version
- 2017v2.2
- Note
- A later return for the same period supersedes this one.
- 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 F
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T11:01:03-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470617373 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catholic Health Initiatives | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 Inverness Drive West | AddressLine1Txt |
| City | Englewood | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470617373 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CommonSpirit Health | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 3032989100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 Inverness Drive West | AddressLine1Txt |
| City | Englewood | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mitch Melfi | PersonNm |
| Person Title | EVP Corporate Affairs & CLO | PersonTitleTxt |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Pamela Krohn | PreparerPersonNm |
| PTIN | P01210500 | PTIN |
| Phone | 3032989100 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kevin Lofton | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 Inverness Drive West | AddressLine1Txt |
| City | Englewood | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,532,856,436 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.catholichealthinit.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | Catholic Health Initiatives (CHI) is a national faith-based non-profit healthcare organization. CHI serves as an integral part of its national system of hospitals and other healthcare providers. Following the close of the 6/30/2018 tax year, on 2/1/19, in connection with the alignment of the Catholic ministries of CHI and Dignity Health, CHI changed its name to CommonSpirit Health. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 2872 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $14,886,656 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $10,982,510 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $355,224 | PYContributionsGrantsAmt |
| CY Contributions Grants | $295,881 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,171,073,634 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,400,370,759 | CYProgramServiceRevenueAmt |
| PY Investment Income | $122,690,545 | PYInvestmentIncomeAmt |
| CY Investment Income | $123,377,951 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,320,631 | PYOtherRevenueAmt |
| CY Other Revenue | $7,707,767 | CYOtherRevenueAmt |
| PY Total Revenue | $2,303,440,034 | PYTotalRevenueAmt |
| CY Total Revenue | $2,531,752,358 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,555,258 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,081,214 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $396,284,515 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $446,428,152 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,715,427,526 | PYOtherExpensesAmt |
| CY Other Expenses | $2,552,914,185 | CYOtherExpensesAmt |
| PY Total Expenses | $3,121,267,299 | PYTotalExpensesAmt |
| CY Total Expenses | $3,010,423,551 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$817,827,265 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$478,671,193 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,980,906,486 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,807,837,254 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,400,104,656 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,842,659,956 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$4,419,198,170 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$5,034,822,702 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,426,650,676 | ExpenseAmt |
| Grant | $11,081,214 | GrantAmt |
| Revenue | $2,384,946,188 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $1,426,650,676 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (true) | InvestTaxExemptBondsInd |
| Escrow Account | Yes (true) | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 9249 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2872 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jerry Francis | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3032989100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 Inverness Drive West | AddressLine1Txt |
| City | Englewood | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80112 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN LOFTON FACHE | ||||||||||
| Chief Executive Officer | 58.0 | 2.0 | Yes (X) | Yes (X) | $6,870,506 | $0 | $35,098 | |||
| CHRISTOPHER LOWNEY | ||||||||||
| TRUSTEE/Board Chair | 10.0 | 0 | Yes (X) | Yes (X) | $77,000 | $0 | $0 | |||
| ANTOINETTE HARDY-WALLER RN | ||||||||||
| TRUSTEE/ VICE CHAIR | 2.0 | 0.0 | Yes (X) | Yes (X) | $53,165 | $0 | $0 | |||
| Betsy Goodwin OSF | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Barbara Hagedorn SC | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James Hamill | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $37,967 | $0 | $0 | ||||
| Challis M Lowe | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $32,616 | $0 | $0 | ||||
| Lillian Murphy RSM | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Margaret Ormond OP | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Gary Yates MD | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $37,974 | $0 | $0 | ||||
| Geraldine Bednash PhD RN FAAN | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $35,255 | $0 | $0 | ||||
| MITCH H MELFI ESQ | ||||||||||
| EVP Corporate Affairs & Chief Legal Officer/Secretary | 58.0 | 2.0 | Yes (X) | $1,717,244 | $0 | $42,107 | ||||
| JOYCE ROSS | ||||||||||
| SVP MARKETING AND COMMUNICATIONS/ASSISTANT SECRETARY | 60.0 | 0 | Yes (X) | $711,218 | $0 | $25,729 | ||||
| DEAN SWINDLE CPA | ||||||||||
| President OF Enterprise Business Lines & CFO/Treasurer | 58.0 | 2.0 | Yes (X) | $3,938,227 | $0 | $42,763 | ||||
| Nicholas M Barto | ||||||||||
| SVP- Corp Finance- Investments | 60.0 | 0.0 | $1,185,283 | $0 | $97,815 | Yes (X) | ||||
| PAUL EDGETT III | ||||||||||
| EVP AND CHIEF STRATEGY OFFICER | 58.0 | 2.0 | $1,651,960 | $0 | $41,570 | Yes (X) | ||||
| PHILIP FOSTER | ||||||||||
| SVP RISK & Insurance | 60.0 | 0 | $840,975 | $0 | $42,107 | Yes (X) | ||||
| THOMAS KOPFENSTEINER | ||||||||||
| EVP MISSION | 58.0 | 2.0 | $1,509,492 | $0 | $26,294 | Yes (X) | ||||
| MICHAEL O'ROURKE | ||||||||||
| SVP & CHIEF INFORMATION OFFICER | 60.0 | 0 | $651,225 | $0 | $20,573 | Yes (X) | ||||
| Ketul Patel | ||||||||||
| SVP Divisional Operations/MBO CEO | 58.0 | 2.0 | $2,441,704 | $0 | $199,576 | Yes (X) | ||||
| CLIFF ROBERTSON MD | ||||||||||
| SVP Divisional Operations/MBO CEO | 58.0 | 2.0 | $1,894,789 | $0 | $178,116 | Yes (X) | ||||
| KATHLEEN SANFORD RN DBA FACHE | ||||||||||
| SVP & CHIEF NURSING OFFICER | 58.0 | 2.0 | $1,379,890 | $0 | $40,056 | Yes (X) | ||||
| PATRICIA WEBB FACHE | ||||||||||
| EVP & Chief Administrative Officer/ HR Officer | 58.0 | 2.0 | $1,852,355 | $0 | $34,081 | Yes (X) | ||||
| ROBERT J WEIL MD | ||||||||||
| SVP-CHIEF MEDICAL OFFICER | 60.0 | 0.0 | $1,103,881 | $0 | $143,482 | Yes (X) | ||||
| RUTH WILLIAMS BRINKLEY | ||||||||||
| SVP/MBO President & CEO | 60.0 | 0.0 | $2,596,719 | $0 | $25,057 | Yes (X) | ||||
| Michael Covert | ||||||||||
| SVP Divisional Operations/MBO CEO | 20.0 | 41.0 | $2,147,178 | $0 | $42,502 | Yes (X) | ||||
| JEFFREY DROP | ||||||||||
| SVP & Divisional Executive Officer | 29.0 | 31.0 | $1,429,849 | $0 | $33,844 | Yes (X) | ||||
| ROBERT RITZ | ||||||||||
| SVP Divisional Operations, CHI and CEO, Mercy Health Network | 58.0 | 2.0 | $716,853 | $430,360 | $134,316 | Yes (X) | ||||
| LARRY SCHUMACHER | ||||||||||
| SVP Divisional Operations/MBO CEO | 58.0 | 2.0 | $1,402,247 | $0 | $153,141 | Yes (X) | ||||
| DAVID VELLINGA | ||||||||||
| SVP Divisional Operations/MBO CEO | 60.0 | 0.0 | $2,432,337 | $0 | $16,734 | Yes (X) | ||||
| THOMAS Clifford DEVENY MD | ||||||||||
| FORMER SVP-PHYS SERV & CLIN INTEGR | 0.0 | 0.0 | $652,750 | $0 | $0 | Yes (X) | ||||
| JOHN DICOLA | ||||||||||
| Former EVP Enterprise Strategic Development | 0.0 | 0.0 | $1,074,589 | $0 | $15,557 | Yes (X) | ||||
| STEVEN KEHRBERG | ||||||||||
| FORMER SVP SUPPLY CHAIN & Clinical Engineering | 0.0 | 0 | $115,422 | $0 | $6,613 | Yes (X) | ||||
| STEPHEN MOORE MD | ||||||||||
| FORMER SVP & CHIEF MEDICAL OFFICER | 0.0 | 0.0 | $0 | $652,550 | $19,113 | Yes (X) | ||||
| MICHAEL ROWAN FACHE | ||||||||||
| Former President OF Health System Delivery & COO | 0.0 | 0.0 | $1,388,245 | $0 | $8,780 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $41,978,915 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,082,910 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,425,024 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 865 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | Address Line2ContractorAddress/ForeignAddress/AddressLine2Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CONIFER HEALTH SOLUTIONS | |||||||||||
| 3560 DALLAS PARKWAY | FRISCO | TX | 75034 | REVENUE CYCLE SERVICES | $509,320,911 | ||||||
| DELOITTE CONSULTING LLP | |||||||||||
| 30 ROCKEFELLER PLAZA | NEW YORK | NY | 101120015 | CONSULTING SERVICES | $456,636,850 | ||||||
| WIPRO LIMITED | |||||||||||
| IT CONSULTING SERVICES | $223,851,359 | DODDAKANNELLI | SARJAPUR ROAD | BANGALORE | KARNATAKA | IN | |||||
| MCKINSEY & COMPANY INC | |||||||||||
| 1800 LARIMER STREET | DENVER | CO | 80202 | MANAGEMENT & CONSULTING SERVICES | $26,619,086 | STE 2210 | |||||
| ERNST & YOUNG LLP | |||||||||||
| 370 17TH STREET | DENVER | CO | 802025663 | CONSULTING SERVICES | $12,701,365 | STE 3300 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 280 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $50,000 | RelatedOrganizationsAmt |
| Government Grants | $28,538 | GovernmentGrantsAmt |
| All Other Contributions | $217,343 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $295,881 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Assessments | 900099 | $2,092,681,755 | $2,090,129,080 | $2,552,675 | $0 |
| Premiums | 900099 | $5,656,075 | $5,656,075 | $0 | $0 |
| Equity changes of unconsolidated orgs | 900099 | $39,148,379 | $26,276,483 | $12,871,896 | $0 |
| Interest Income | 900099 | $143,757,355 | $143,757,355 | $0 | $0 |
| Reimbursed Salaries & Benefits | 900099 | $119,127,195 | $119,127,195 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,400,370,759 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,080,264 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $54,109 | UnrelatedBusinessRevenueAmt |
| Exclusion | $97,026,155 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $433,076 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,104,078 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$671,002 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$671,002 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$671,002 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,183,257 | SecuritiesAmt |
| Other | $114,430 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,183,257 | SecuritiesAmt |
| Other | $114,430 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,297,687 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,297,687 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Epayables Rebate | 900099 | $6,032,660 | $0 | $0 | $6,032,660 |
| Reimbursement of Expenses | 900099 | $918,799 | $0 | $0 | $918,799 |
| Services Sold | 900099 | $689,582 | $0 | $0 | $689,582 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $737,728 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $78,978 | UnrelatedBusinessRevenueAmt |
| Exclusion | $658,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,378,769 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,531,752,358 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,384,946,188 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $14,886,656 | UnrelatedBusinessRevenueAmt |
| Exclusion | $131,623,633 | 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 | $9,449,229 | TotalAmt |
| Program Services | $9,449,229 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $947,000 | TotalAmt |
| Program Services | $947,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,985 | TotalAmt |
| Program Services | $684,985 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,476,036 | TotalAmt |
| Management And General | $33,476,036 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,476,794 | TotalAmt |
| Program Services | $57,562,010 | ProgramServicesAmt |
| Management And General | $266,914,784 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,862,624 | TotalAmt |
| Program Services | $2,153,003 | ProgramServicesAmt |
| Management And General | $9,709,621 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,700,995 | TotalAmt |
| Program Services | $8,095,977 | ProgramServicesAmt |
| Management And General | $51,605,018 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,911,703 | TotalAmt |
| Program Services | $4,040,855 | ProgramServicesAmt |
| Management And General | $12,870,848 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,272,839 | TotalAmt |
| Program Services | $514,028 | ProgramServicesAmt |
| Management And General | $758,811 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,492,315 | TotalAmt |
| Program Services | $922,448 | ProgramServicesAmt |
| Management And General | $19,569,867 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $835,469,927 | TotalAmt |
| Program Services | $76,723,070 | ProgramServicesAmt |
| Management And General | $758,746,857 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,625 | TotalAmt |
| Program Services | $32,444 | ProgramServicesAmt |
| Management And General | $3,181 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,603,482 | TotalAmt |
| Program Services | $1,551,118 | ProgramServicesAmt |
| Management And General | $18,052,364 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,678,435 | TotalAmt |
| Program Services | $197,190 | ProgramServicesAmt |
| Management And General | $6,481,245 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,159,928 | TotalAmt |
| Program Services | $160,115 | ProgramServicesAmt |
| Management And General | $13,999,813 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,320,401 | TotalAmt |
| Program Services | $1,596,207 | ProgramServicesAmt |
| Management And General | $4,724,194 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,098,188 | TotalAmt |
| Program Services | $156,208 | ProgramServicesAmt |
| Management And General | $941,980 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,211,173 | TotalAmt |
| Program Services | $320,470,870 | ProgramServicesAmt |
| Management And General | $740,303 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,898,888 | TotalAmt |
| Program Services | $758,294 | ProgramServicesAmt |
| Management And General | $141,140,594 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,004,118 | TotalAmt |
| Program Services | $188,004,023 | ProgramServicesAmt |
| Management And General | $95 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| Unrelated Business Taxes | $6,951,898 | $6,951,898 | |
| Group Medical Costs | $588,957,255 | $588,957,255 | |
| Repairs and maintenance | $308,428,632 | $154,455,475 | $153,973,157 |
| Restructuring / Impairment losses | $76,707,185 | $76,707,185 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,623,896 | TotalAmt |
| Program Services | $9,701,190 | ProgramServicesAmt |
| Management And General | $5,922,706 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,010,423,551 | TotalAmt |
| Program Services | $1,426,650,676 | ProgramServicesAmt |
| Management And General | $1,583,772,875 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,571 | BOYAmt |
| EOY | $2,722,612 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,106,464 | BOYAmt |
| EOY | $241,567,244 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,378,717 | BOYAmt |
| EOY | $23,391,360 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,167,123,447 | BOYAmt |
| EOY | $3,038,806,395 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,109,986 | BOYAmt |
| EOY | $74,570,330 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,363,922,064 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $704,478,031 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,848,816 | BOYAmt |
| EOY | $659,444,033 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,211,905 | BOYAmt |
| EOY | $270,513,358 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,300,000 | BOYAmt |
| EOY | $12,100,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,219,085,580 | BOYAmt |
| EOY | $2,484,721,922 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,980,906,486 | BOYAmt |
| EOY | $6,807,837,254 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,853,842 | BOYAmt |
| EOY | $1,020,042,648 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,681,620 | BOYAmt |
| EOY | $421,469,286 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,973,264,296 | BOYAmt |
| EOY | $4,233,691,407 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,200 | BOYAmt |
| EOY | $2,939 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $974,078,513 | BOYAmt |
| EOY | $1,004,726,418 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,023,741,163 | BOYAmt |
| EOY | $2,690,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,458,484,022 | BOYAmt |
| EOY | $2,472,727,258 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,400,104,656 | BOYAmt |
| EOY | $11,842,659,956 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,419,638,086 | BOYAmt |
| EOY | -$5,035,263,268 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,916 | BOYAmt |
| EOY | $440,566 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,419,198,170 | BOYAmt |
| EOY | -$5,034,822,702 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,980,906,486 | BOYAmt |
| EOY | $6,807,837,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$478,671,193 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $69,940,897 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$206,894,236 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC HEALTH CARE FEDERATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 999999999 | EIN |
| Organization Type | 1 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (true) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (true) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name | Catholic Health Initiative's articles of incorporation specifically designate Catholic Health Care Federation as its publicly supported organization and designate, by purpose, such other charitable organizations, the purposes of which are to embody the mission of the healing ministry of Jesus in the Church through ownership, management, or governance of health ministries, or the offering of or supporting of charitable and religious programs or services consistent with such purposes, in keeping with the gospel imperative. |
| Schedule A, Part IV, Section A, Line 2 Supported Org. Without IRS Status 509(a)1 or (2) | Catholic Health Initiatives is organized and operated, within the meaning of Section 509(a)(3)(A) of the Internal Revenue Code of 1986, as now in effect or as subsequently amended ("IRC"), exclusively for the benefit of, to perform the functions of, and/or to carry out the religious, charitable, scientific, and educational purposes within the meaning of Section 509(c)(3) of the IRC, of Catholic Health Care Federation ("CHCF"), a public juridic person within the meaning of the Code of Canon Law for the Roman Catholic Church ("Canon Law"), including by supporting such other charitable organizations, the purposes of which are to embody the mission of the healing ministry of Jesus in the Church through ownership, management, or governance of health ministries, or the offering of or supporting of charitable and religious programs or services consistent with such purposes, in keeping with the gospel imperative. Because CHCF is part of the Roman Catholic Church, it is not required to apply for recognition of exempt status pursuant to IRC Section 508(c). By virtue of its decree of canonical erection by the Congregation for Institutes of Consecrated Life and Societies of Apostolic Life, CHCF is a public juridic person of pontifical right, subject to the direct oversight and jurisdiction of the Apostolic See in the Vatican. As a public juridic person in the Church, CHCF is the juridical equivalent of a diocese or parish or religious order in the Catholic Church. As a public juridic person, CHCF is not merely affiliated with the Catholic Church; it is the Catholic Church, an official part of the Church itself, with a munus or duty assigned to it by the Church, and able to act publicly in the name of the Church. The Congregation for Institutes of Consecrated Life and Societies of Apostolic Life by decree dated June 8, 1991, conferred public juridic personality in the Church on CHCF, stating that CHCF was "to be governed in accordance with Canon Law and its own approved Statutes. |
| Schedule A, Part IV, Section B, Line 2 Benefit Of Supp. Org. Other Than The One Operating The Org. | The organization operates exclusively to support or benefit its publicly supported organization by supporting organizations, other than a private foundation, which are described in section 501(c)(3) and are operated, supervised, or controlled directly by or in connection with such publicly supported organizations, or which is described in section 511(a)(2)(B). No part of the organization's activities is in furtherance of a purpose other than supporting or benefiting one or more specified publicly supported organizations. |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Mailings Members | $133,000 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $133,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | LINE 1A: Catholic Health Initiatives' (CHI) online Advocacy Action Center was available to the general public and CHI employees for use in sending letters by e-mail to members of Congress and the Administration. Draft letters were provided on CHI advocacy priorities. Individuals were able to create their own letters as well. LINE 1B: CHI has a Senior Vice President/Chief Advocacy Officer and a Director of Public Policy who spend a portion of their time on lobbying activities at the federal level with minimal state-level lobbying. The majority of lobbying-related activities are consultative to leadership and staff of the system's hospitals and health care organizations. LINE 1D: CHI communicates with leaders of the system's hospitals and health care organizations on advocacy activities primarily through e-mail. Most communications with Congress occur electronically through the Advocacy Action Center. CHI advocacy activities involved communications on CHI advocacy priorities, including a substantial campaign to protect access and coverage from proposed overhauls of the Affordable Care Act and Medicaid expansion as well as other efforts around immigration, the opioid epidemic, 340B program, proposed site neutral payment policies, palliative care, violence prevention and human trafficking. LINE 1G: CHI leaders have occasionally met with members of Congress or their staffs and made telephone calls to express positions on CHI advocacy priorities. Many of CHI's efforts are focused through our national and state hospital associations and our regional CHI advocacy leaders. An overview of Catholic Health Initiatives lobbying activities is provided below: Central to the Catholic Health Initiatives mission and vision is a commitment to advocate for systemic changes to improve the health and well-being of individuals and communities with a specific concern for persons who are poor and marginalized. The Catholic Health Initiatives advocacy activities are inextricably linked to its fundamental goal to build healthier communities. One dimension of the Catholic Health Initiatives program focuses on public policy advocacy, which includes attention to federal legislative and regulatory measures, formation of positions on priority issues, and political activism. The Catholic Health Initiatives public policy agenda includes both traditional health care policies (e.g., payment issues, quality and safety, etc.) as well as social justice policies. Policies addressing the expansion of health coverage and access; stronger healthier communities; quality and value and fair payment; and a vibrant ministry are vitally important to Catholic Health Initiatives. Also important are policies that address societal concerns and injustices and policies that ultimately impact the health of individuals and communities. Catholic Health Initiatives believes advocating for policy measures that improve education, housing, employment, and socioeconomic status, particularly on behalf of the most vulnerable in society, is essential to the health and well-being of individuals and communities. At the Catholic Health Initiatives national office, public policy priorities are identified and advocacy strategies are initiated. The national advocacy office develops resources to facilitate the involvement of the entire health system in grassroots public policy initiatives. All Catholic Health Initiatives facilities in 18 states are encouraged to engage in advocacy through letter-writing, faxes, emails, phone calls, and meetings with federal and state policy leaders. Catholic Health Initiatives will continue to expand its public policy program in an effort to demonstrate its commitment to the improvement of health and the promotion of social justice, particularly for the communities it serves and for persons who are most vulnerable. |
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | LINE 1A: Catholic Health Initiatives' (CHI) online Advocacy Action Center was available to the general public and CHI employees for use in sending letters by e-mail to members of Congress and the Administration. Draft letters were provided on CHI advocacy priorities. Individuals were able to create their own letters as well. LINE 1B: CHI has a Senior Vice President/Chief Advocacy Officer and a Director of Public Policy who spend a portion of their time on lobbying activities at the federal level with minimal state-level lobbying. The majority of lobbying-related activities are consultative to leadership and staff of the system's hospitals and health care organizations. LINE 1D: CHI communicates with leaders of the system's hospitals and health care organizations on advocacy activities primarily through e-mail. Most communications with Congress occur electronically through the Advocacy Action Center. CHI advocacy activities involved communications on CHI advocacy priorities, including a substantial campaign to protect access and coverage from proposed overhauls of the Affordable Care Act and Medicaid expansion as well as other efforts around immigration, the opioid epidemic, 340B program, proposed site neutral payment policies, palliative care, violence prevention and human trafficking. LINE 1G: CHI leaders have occasionally met with members of Congress or their staffs and made telephone calls to express positions on CHI advocacy priorities. Many of CHI's efforts are focused through our national and state hospital associations and our regional CHI advocacy leaders. An overview of Catholic Health Initiatives lobbying activities is provided below: Central to the Catholic Health Initiatives mission and vision is a commitment to advocate for systemic changes to improve the health and well-being of individuals and communities with a specific concern for persons who are poor and marginalized. The Catholic Health Initiatives advocacy activities are inextricably linked to its fundamental goal to build healthier communities. One dimension of the Catholic Health Initiatives program focuses on public policy advocacy, which includes attention to federal legislative and regulatory measures, formation of positions on priority issues, and political activism. The Catholic Health Initiatives public policy agenda includes both traditional health care policies (e.g., payment issues, quality and safety, etc.) as well as social justice policies. Policies addressing the expansion of health coverage and access; stronger healthier communities; quality and value and fair payment; and a vibrant ministry are vitally important to Catholic Health Initiatives. Also important are policies that address societal concerns and injustices and policies that ultimately impact the health of individuals and communities. Catholic Health Initiatives believes advocating for policy measures that improve education, housing, employment, and socioeconomic status, particularly on behalf of the most vulnerable in society, is essential to the health and well-being of individuals and communities. At the Catholic Health Initiatives national office, public policy priorities are identified and advocacy strategies are initiated. The national advocacy office develops resources to facilitate the involvement of the entire health system in grassroots public policy initiatives. All Catholic Health Initiatives facilities in 18 states are encouraged to engage in advocacy through letter-writing, faxes, emails, phone calls, and meetings with federal and state policy leaders. Catholic Health Initiatives will continue to expand its public policy program in an effort to demonstrate its commitment to the improvement of health and the promotion of social justice, particularly for the communities it serves and for persons who are most vulnerable. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,993,072 | OtherCostOrOtherBasisAmt |
| Book Value | $9,993,072 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,351,083 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,775,746 | DepreciationAmt |
| Book Value | $51,575,337 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,572,891 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,434,359 | DepreciationAmt |
| Book Value | $1,138,532 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,163,801,465 | OtherCostOrOtherBasisAmt |
| Depreciation | $687,256,351 | DepreciationAmt |
| Book Value | $476,545,114 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $120,203,553 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,575 | DepreciationAmt |
| Book Value | $120,191,978 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $659,444,033 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (10 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Conifer Valuation & Revenue Cycle | $8,153,288 |
| Execuflex Deferred Income Plan | $5,113,396 |
| Cash Surrender Value Life Insurance | $1,856,148 |
| CHI 457(b) Plan | $13,519,708 |
| Reinsurance Recovery Assets | $3,200,000 |
| Intercompany Receivables | $1,373,514,572 |
| Investments in Unconsolidated Orgs - Controlling Interest | $1,069,905,582 |
| Investments in Unconsolidated Orgs - Noncontrolling Interest | -$68,245 |
| Deposits | $9,527,473 |
| ITS Infrastructure |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,484,721,922 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)
| DescDesc | AmtAmt |
|---|---|
| Pension Liability | $747,361,504 |
| Self-insurance reserves and claims | $3,636,197 |
| Interest Rate Swaps | $77,574,555 |
| Losses incurred but not reported | $54,238,884 |
| Intercompany Payables | $1,479,970,654 |
| THI Mission Admin Support | $39,967,730 |
| Legacy Gift - Texas Heart Institute | $64,939,314 |
| Unclaimed Property | $2,920,887 |
| Accrued SWAP Interest | |
| Deferred Gain on Sale/Lease back | $2,117,533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,472,727,258 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | CATHOLIC HEALTH INITIATIVES ACTS AS PAYING AGENT FOR THE EMPLOYEE FINANCIAL ASSISTANCE FUND, AN EMPLOYEE FUNDED AND ADMINISTERED PROGRAM. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | CHI is a tax-exempt Colorado corporation and has been granted an exemption from federal income tax under Section 501(c)(3) of the Internal Revenue Code. CHI owns certain taxable subsidiaries and engages in certain activities that are unrelated to its exempt purpose and therefore subject to income tax. Management reviews its tax positions annually and has determined that there are no material uncertain tax positions that require recognition in the accompanying consolidated financial statements. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 9 | Program Services | INDEPENDENT CONTRACTORS | $131,856 |
| North America (Canada & Mexico only) | 0 | 24 | Program Services | INDEPENDENT CONTRACTORS | $426,841 |
| Central America and the Caribbean | 0 | 0 | Conducting board meetings | $125,349 | |
| North America (Canada & Mexico only) | 0 | 0 | Conducting board meetings | $83,854 | |
| Central America and the Caribbean | 0 | 0 | Investments | $1,683,107 | |
| South America | 0 | 0 | Grantmaking | $280,275 | |
| Central America and the Caribbean | 0 | 0 | Grantmaking | $381,477 | |
| South Asia | 0 | 0 | Grantmaking | $23,233 | |
| South Asia | 0 | 1 | Program Services | INDEPENDENT CONTRACTORS | $39,706,645 |
| Central America and the Caribbean | 0 | 2 | Program Services | INDEPENDENT CONTRACTORS | $19,398 |
| Middle East and North Africa | 0 | 3 | Program Services | INDEPENDENT CONTRACTORS | $54,685 |
| South America | 0 | 3 | Program Services | INDEPENDENT CONTRACTORS | $233,664 |
| Sub-Saharan Africa | 0 | 2 | Program Services | INDEPENDENT CONTRACTORS | $21,488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 44 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 44 | TotalEmployeeCnt |
| Subtotal Spent | $43,171,872 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $43,171,872 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| South America | Birth Attendant Training | $280,275 | CHECK |
| Central America and the Caribbean | Social Support for Seniors | $31,436 | CHECK |
| South Asia | Women and Youth Training | $23,233 | CHECK |
| Central America and the Caribbean | Job and Skills Training | $56,890 | CHECK |
| Central America and the Caribbean | Haiti Developing a Sister Hospital | $293,151 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS | CATHOLIC HEALTH INITIATIVES' (CHI) MISSION AND MINISTRY FUND PROVIDES GRANTS TO CHI ORGANIZATIONS AND PARTICIPATING RELIGIOUS CONGREGATIONS TO BE USED FOR THE PLANNING, DEVELOPMENT AND IMPLEMENTATION OF INITIATIVES TO PROMOTE HEALTHY COMMUNITIES. MOST GRANTS MADE BY CHI COME FROM THE MISSION AND MINISTRY FUND. FACILITIES AND GROUPS ASSOCIATED WITH CHI ARE ELIGIBLE TO APPLY FOR GRANT FUNDING FOR HEALTHY COMMUNITY COALITIONS AND PROJECTS. GRANTS FROM THE MISSION AND MINISTRY FUND ARE AWARDED BASED UPON A REVIEW OF GRANT APPLICATIONS SUBMITTED. A COMMITTEE OF THE BOARD OF STEWARDSHIP TRUSTEES IS CHARGED WITH GRANTEE SELECTION. FUNDS AWARDED THROUGH THE MISSION AND MINISTRY FUND ARE IDENTIFIED IN THE CATHOLIC HEALTH INITIATIVES GENERAL LEDGER SYSTEM. CHI ENSURES THAT GRANTS TO UNITED STATES RECIPIENTS ARE PROPERLY USED FOR THEIR INTENDED PURPOSE BY ENSURING THAT THE GRANT RECIPIENTS ARE PRIMARILY IRC 501(C)(3) ORGANIZATIONS. IN MOST CIRCUMSTANCES THE RECIPIENT IS A CHI AFFILIATE. THAT CHI-RELATED ENTITY SUPERVISES THE GRANT INITIATIVE, INCLUDING THE EXPENDITURE OF FUNDS IN FURTHERANCE OF THAT INITIATIVE. MISSION AND MINISTRY FUND GRANT RECIPIENTS ALSO PROVIDE SEMI-ANNUAL PROGRESS REPORTS, INCLUDING A FINANCIAL REPORT. WHERE THE RECIPIENT IS NOT A CHI AFFILIATE, CHI DOES NOT REQUIRE ACCOUNTING FOR THE GRANT MONIES, SINCE THE RECIPIENT ORGANIZATIONS ARE REQUIRED, AS IRC SEC 501(C)(3) ORGANIZATIONS TO USE THE FUNDS IN FURTHERANCE OF EXEMPT PURPOSES. |
| Schedule F, Part I, Line 3(f) DESCRIPTION OF ACCOUNTING METHOD FOR COSTS IN REGION | (3, & 4) SEVERAL CATHOLIC HEALTH INITIATIVES (CHI) EMPLOYEES SERVE ON THE BOARDS OF OFFSHORE CAPTIVES OF CHI. CHI ALLOCATED A PORTION OF THE SALARIES OF THESE INDIVIDUALS TO LINE 3(F). TRAVEL COSTS FOR THESE INDIVIDUALS WERE NOT PAID BY CHI. (5) CHI'S INVESTMENTS IN CAPTIVE MANAGEMENT INITIATIVES AND ALL SAINTS INSURANCE COMPANY, SPC ARE REFLECTED IN LINE 5. ALSO INCLUDED IN LINE 5 IS THE COMMON STOCK INVESTMENT IN FIRST INITIATIVES INSURANCE, LTD, A WHOLLY OWNED OFFSHORE CAPTIVE SELF-INSURANCE VEHICLE. FIRST INITIATIVES INSURANCE, LTD IS INCLUDED IN CHI'S CONSOLIDATED FINANCIAL STATEMENTS. (1, 2, 9, 10, 11, 12, & 13) CHI PAYS VARIOUS FOREIGN INDEPENDENT CONTRACTORS FOR PROGRAM RELATED SERVICES. INCLUDED IN LINE 9 IS APPROXIMATELY $39.7 MILLION PAID TO WIPRO FOR CENTRALIZED IT SUPPORT SHARED SERVICES PROVIDED TO CHI NATIONAL OFFICES AND MBOS. (6, 7, & 8) CHI PROVIDES CHARITABLE GRANTS TO OTHER U.S. 501(C)(3) ORGANIZATIONS TO SUPPORT FOREIGN PROGRAMS (SEE DESCRIPTION FOR PART I, LINE 2). |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (62 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Alegent Creighton Health | ||||||||
| 12809 WEST DODGE ROAD | OMAHA | NE | 68154 | 470757164 | 501(c)(3) | $767,966 | PLAN FOR BEHAVIORAL HEALTH | |
| Alegent Creighton Health | ||||||||
| 12809 WEST DODGE ROAD | OMAHA | NE | 68154 | 470757164 | 501(c)(3) | $393,245 | COMMUNITY LINK | |
| Alegent Creighton Health | ||||||||
| 12809 WEST DODGE ROAD | OMAHA | NE | 68154 | 470757164 | 501(c)(3) | $62,984 | HEALTH INTIMATE PARTNER | |
| Archdiocese of Galveston- Houston | ||||||||
| PO BOX 907 | HOUSTON | TX | 77001 | 746018777 | 501(c)(3) | $40,000 | HURRICANE HARVEY | |
| Arrupe Jesuit High School | ||||||||
| 4343 UTICA ST | DENVER | CO | 80212 | 460508814 | 501(c)(3) | $25,871 | WORK STUDY PROGRAM | |
| Carrington Health Center | ||||||||
| 800 NORTH 4TH STREET | CARRINGTON | ND | 58421 | 450227311 | 501(c)(3) | $21,587 | BLESSING IN A BACKPACK | |
| CHI Colorado Foundation | ||||||||
| 1150 KELLY JOHNSON BLVD | COLORADO SPRINGS | CO | 80920 | 840902211 | 501(c)(3) | $232,950 | TOTAL HEALTHY ROAD | |
| CHI Colorado Foundation | ||||||||
| 1150 KELLY JOHNSON BLVD | COLORADO SPRINGS | CO | 80920 | 840902211 | 501(c)(3) | $202,610 | LINK | |
| CHI Colorado Foundation | ||||||||
| 1150 KELLY JOHNSON BLVD | COLORADO SPRINGS | CO | 80920 | 840902211 | 501(c)(3) | $118,977 | SCAN | |
| CHI Colorado Foundation | ||||||||
| 1150 KELLY JOHNSON BLVD | COLORADO SPRINGS | CO | 80920 | 840902211 | 501(c)(3) | $88,279 | VIOLENCE PREVENTION | |
| CHI Colorado Foundation | ||||||||
| 1150 KELLY JOHNSON BLVD | COLORADO SPRINGS | CO | 80920 | 840902211 | 501(c)(3) | $69,114 | PUEBLO VIOLENCE PREVENTION | |
| CHI Colorado Foundation | ||||||||
| 1150 KELLY JOHNSON BLVD | COLORADO SPRINGS | CO | 80920 | 840902211 | 501(c)(3) | $56,171 | VIOLENCE PREVENTION SUMMIT COUNTY | |
| CHI National Foundation | ||||||||
| 1150 KELLY JOHNSON BLVD | COLORADO SPRINGS | CO | 80920 | 270930004 | 501(c)(3) | $570,853 | TOTAL HEALTHY ROAD | |
| CHI National Foundation | ||||||||
| 1150 KELLY JOHNSON BLVD | COLORADO SPRINGS | CO | 80920 | 270930004 | 501(c)(3) | $1,187,191 | GENERAL SUPPORT | |
| Chi St Joseph Children's Health | ||||||||
| 1929 LINCOLN HWY E | LANCASTER | PA | 17602 | 232342997 | 501(c)(3) | $500,000 | PATCHWORK QUILT | |
| Dominican Sisters Of Peace | ||||||||
| 2320 AIRPORT DRIVE | COLUMBUS | OH | 43219 | 263550703 | 501(c)(3) | $45,500 | PEACE CENTER NEW ORLEANS | |
| Dominican Sisters Of Peace | ||||||||
| 2320 AIRPORT DRIVE | COLUMBUS | OH | 43219 | 263550703 | 501(c)(3) | $195,500 | DARE TO LIVE IN PEACE | |
| Flaget Memorial Hospital Foundation | ||||||||
| 4305 NEW SHEPHERDSVILLE ROAD | BARDSTOWN | KY | 40004 | 562351341 | 501(c)(3) | $98,341 | VIOLENCE PREVENTION | |
| Franciscan Foundation | ||||||||
| 1717 SOUTH J STREET | TACOMA | WA | 98405 | 911145592 | 501(c)(3) | $239,782 | PAR INITIATIVE | |
| Franciscan Foundation | ||||||||
| 1717 SOUTH J STREET | TACOMA | WA | 98405 | 911145592 | 501(c)(3) | $210,409 | FRANCISCAN YOUTH VIOLENCE PREVENTION | |
| Good Samaritan Hospital | ||||||||
| PO BOX 1990 | KEARNEY | NE | 68848 | 470379755 | 501(c)(3) | $112,698 | VIOLENCE PREVENTION | |
| Good Samaritan Hospital | ||||||||
| PO BOX 1990 | KEARNEY | NE | 68848 | 470379755 | 501(c)(3) | $84,436 | HELPCARE CLINIC | |
| Good Samaritan Hospital Foundation - Dayton | ||||||||
| 110 N MAIN ST | DAYTON | OH | 45402 | 237296923 | 501(c)(3) | $83,018 | CRISIS INTERVENTION TEAM | |
| Good Samaritan Hospital Foundation - Dayton | ||||||||
| 110 N MAIN ST | DAYTON | OH | 45402 | 237296923 | 501(c)(3) | $200,016 | UNITED AGAINST VIOLENCE GREATER DAYTON | |
| Highline Medical Center Foundation | ||||||||
| 16259 SYLVESTER ROAD SW | BURIEN | WA | 98166 | 911171170 | 501(c)(3) | $485,440 | HIGHLINE HEALTH CONN | |
| Jewish Hospital & St Mary's Healthcare Inc | ||||||||
| 250 E LIBERTY ST | LOUISVILLE | KY | 40202 | 611029768 | 501(c)(3) | $155,635 | PACT IN ACTION | |
| Memorial Health Care System Inc | ||||||||
| 2525 DESALES AVENUE | CHATTANOOGA | TN | 37404 | 620532345 | 501(c)(3) | $60,500 | HEALTHY KIDS AT IVY | |
| Mercy Foundation of Des Moines IA | ||||||||
| 1111 6TH AVENUE | DES MOINES | IA | 50314 | 237358794 | 501(c)(3) | $249,814 | EMPOWERING PATIENTS | |
| Mercy Foundation of Des Moines IA | ||||||||
| 1111 6TH AVENUE | DES MOINES | IA | 50314 | 237358794 | 501(c)(3) | $101,188 | BUILDING A STRONG COMMUNITY | |
| Mercy Foundation of Des Moines IA | ||||||||
| 1111 6TH AVENUE | DES MOINES | IA | 50314 | 237358794 | 501(c)(3) | $63,934 | VIOLENCE PREVENTION | |
| Mercy Foundation of Des Moines IA | ||||||||
| 1111 6TH AVENUE | DES MOINES | IA | 50314 | 237358794 | 501(c)(3) | $37,700 | POLK COUNTY HEALTHCARE | |
| Mercy Foundation of Des Moines IA | ||||||||
| 1111 6TH AVENUE | DES MOINES | IA | 50314 | 237358794 | 501(c)(3) | $29,159 | JASPER COUNTY COLLABORATIVE | |
| Mercy Foundation Inc | ||||||||
| 2700 STEWART PARKWAY | ROSEBURG | OR | 97471 | 936088946 | 501(c)(3) | $98,875 | TEEN TRANSITIONS | |
| Mercy Foundation Inc | ||||||||
| 2700 STEWART PARKWAY | ROSEBURG | OR | 97471 | 936088946 | 501(c)(3) | $96,865 | UP2US NOW CHILD ABUSE | |
| National Association of Catholic Chaplains | ||||||||
| 4915 S HOWELL AVENUE | MILWAUKEE | WI | 53207 | 391368967 | 501(c)(3) | $5,000 | NEW YORK CHAMPIONS OF HEALTH AWARDS EVENT | |
| National Association of Health Services Executives | ||||||||
| 1015 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | 621312239 | 501(c)(3) | $30,000 | EXECUTIVES ANNUAL EDUCATIONAL CONFERENCE | 10TH FLOOR |
| Religious Of Jesus And Mary | ||||||||
| 821 VARNUM ST NE 225 | WASHINGTON | DC | 20017 | 520976642 | 501(c)(3) | $20,000 | ALMA MATER HOSPITAL IN HAITI | |
| Saint Alphonsus Medical Center - Nampa Inc | ||||||||
| 4300 E FLAMINGO AVE | NAMPA | ID | 83687 | 820200896 | 501(c)(3) | $297,397 | CANCER CARE INITIATIVE | |
| Saint Alphonsus Medical Center - Nampa Inc | ||||||||
| 4300 E FLAMINGO AVE | NAMPA | ID | 83687 | 820200896 | 501(c)(3) | $292,503 | CANCER CARE INITIATIVE | |
| Saint Alphonsus Medical Center - Nampa Inc | ||||||||
| 4300 E FLAMINGO AVE | NAMPA | ID | 83687 | 820200896 | 501(c)(3) | $98,741 | LATINO HEALTH MOBILE CLINIC | |
| Saint Alphonsus Medical Center - Ontario Inc | ||||||||
| 351 SW 9TH STREET | ONTARIO | OR | 97914 | 271789847 | 501(c)(3) | $63,927 | COMMUNITY HEALTH WORKER PROJECT | |
| Saint Elizabeth Regional Medical Center | ||||||||
| 555 SOUTH 70TH STREET | LINCOLN | NE | 68510 | 470379836 | 501(c)(3) | $113,675 | YOUTH COMMITTING VIOLENT CRIMES | |
| Saint Joseph - Mount Sterling Foundation Inc | ||||||||
| 701 BOB O LINK DRIVE 200 | LEXINGTON | KY | 40504 | 272884584 | 501(c)(3) | $93,100 | VIOLENCE PREVENTION | |
| Saint Joseph Berea Hospital Foundation Inc | ||||||||
| 305 ESTILL STREET | BEREA | KY | 40403 | 260152877 | 501(c)(3) | $80,372 | VIOLENCE PREVENTION, GREEN DOT | |
| Saint Joseph London Foundation Inc | ||||||||
| 701 BOB O LINK DRIVE 200 | LEXINGTON | KY | 40504 | 260438748 | 501(c)(3) | $104,078 | SAFE CHILD INITIATIVE | |
| Sisters of St Francis Sylvania | ||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43623 | 344450609 | 501(c)(3) | $10,000 | GENERAL SUPPORT | |
| St Joseph Hospital Foundation Inc | ||||||||
| 701 BOB OLINK DRIVE 200 | LEXINGTON | KY | 40504 | 611159649 | 501(c)(3) | $55,020 | CREATING SAFE NEIGHBORHOODS | |
| St Alexius Medical Center | ||||||||
| 900 EAST BROADWAY AVENUE | BISMARCK | ND | 58501 | 450226711 | 501(c)(3) | $437,643 | VIOLENCE PREVENTION | |
| St Anthony Hospital | ||||||||
| 2801 ST ANTHONY WAY | PENDLETON | OR | 97801 | 930391614 | 501(c)(3) | $104,815 | VIOLENCE PREVENTION | |
| St Catherine Hospital | ||||||||
| 401 EAST SPRUCE STREET | GARDEN CITY | KS | 67846 | 480543721 | 501(c)(3) | $128,215 | FINNEY COUNTY VIOLENCE PREVENTION | |
| St Francis Medical Center | ||||||||
| 2400 ST FRANCIS DRIVE | BRECKENRIDGE | MN | 56520 | 410695598 | 501(c)(3) | $69,938 | VIOLENCE PREVENTION | |
| St Joseph's Area Health Services | ||||||||
| 600 PLEASANT AVENUE | PARK RAPIDS | MN | 56470 | 410695603 | 501(c)(3) | $53,918 | VIOLENCE PREVENTION | |
| St Lukes Community Health Services | ||||||||
| 6624 FANNIN ST | HOUSTON | TX | 77030 | 760536234 | 501(c)(3) | $50,633 | WOODLANDS HOSPITAL, VIOLENCE PREVENTION | |
| St Luke's Health System Corporation | ||||||||
| 6624 FANNIN ST | HOUSTON | TX | 77225 | 760536232 | 501(c)(3) | $30,000 | HUMAN TRAFFICKING | |
| St Vincent Foundation | ||||||||
| 2 ST VINCENT CIRCLE | LITTLE ROCK | AR | 72205 | 510169537 | 501(c)(3) | $150,000 | VIOLENCE PREVENTION | |
| The Center For African American Health | ||||||||
| 3601 MARTIN LUTHER KING BLVD | DENVER | CO | 80205 | 841477546 | 501(c)(3) | $10,000 | LEADER SPONSORSHIP OF CAAH DENVER METRO AREA HEALTH FAIR | |
| The Executive Leadership Council | ||||||||
| 1001 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | 521631358 | 501(c)(3) | $9,000 | GENERAL SUPPORT | |
| The Sr Of St Francis Foundation Philadelphia | ||||||||
| 609 S CONVENT RD GLEN RIDDLE | ASTON | PA | 19014 | 232784568 | 501(c)(3) | $52,527 | CHESTER COMMUNITY COALITION | |
| Unity Family Healthcare | ||||||||
| 815 SE 2ND STREET | LITTLE FALLS | MN | 56345 | 410721642 | 501(c)(3) | $40,169 | LIVE BETTER LIVE LONGER | |
| Unity Family Healthcare | ||||||||
| 815 SE 2ND STREET | LITTLE FALLS | MN | 56345 | 410721642 | 501(c)(3) | $14,950 | PARTNER VIOLENCE & BULLYING PREVENTION | |
| Urban League Of Metropolitan Denver | ||||||||
| 700 EAST 24TH AVE | DENVER | CO | 80205 | 840404264 | 501(c)(3) | $20,000 | 2017 WHITNEY M YOUNG SPONSORSHIP | |
| Women's Business Leaders Foundation | ||||||||
| 1227 25TH ST NW 700 | WASHINGTON | DC | 20037 | 510410145 | 501(c)(3) | $20,000 | 2017 GOLD ANNUAL SPONSORSHIP | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 42 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Disaster Relief Fund - Hurricane Harvey | GrantTypeTxt |
| Recipient | 252 | RecipientCnt |
| Cash Grant | $947,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part III DISASTER RELIEF FUND - HURRICANE HARVEY DESCRIPTION | Catholic Health Initiatives' Texas division facilities had numerous employees who were impacted by Hurricane Harvey, a presidentially declared disaster. CHI identified over 250 employees in the affected areas requiring assistance. Through CHI's Disaster Relief Fund, CHI provided qualified disaster relief for these employees in the form of temporary housing, flood remediation, assistance with accessing aid, minor car repairs, counseling and other basic needs. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | Catholic Health Initiatives' (CHI) Mission and Ministry Fund provides grants to CHI organizations and participating religious congregations to be used for the planning, development and implementation of initiatives to promote healthy communities. Most grants made by CHI come from the Mission and Ministry Fund. Facilities and groups associated with CHI are eligible to apply for grant funding for healthy community coalitions and projects. Grants from the Mission and Ministry Fund are awarded based upon a review of grant applications submitted. A committee of the Board of Stewardship Trustees is charged with grantee selection. CHI ensures that grants to United States recipients are properly used for their intended purpose by ensuring that the grant recipients are primarily IRC section 501(c)(3) organizations. In most circumstances, the recipient is a CHI affiliate. That CHI affiliate supervises the grant initiative, including the expenditure of funds in furtherance of the initiative. Mission and Ministry Fund grant recipients also provide semi-annual progress reports, including a financial report. When the recipient is not a CHI affiliate, CHI does not require accounting for the grant monies, since recipient organizations must be IRC Sec 501(c)(3) organizations and as such are required to use the funds in furtherance of exempt purposes. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN LOFTON FACHE | ||||||||||||||
| Chief Executive Officer | $1,718,479 | $0 | $4,275,390 | $0 | $876,637 | $0 | $20,356 | $0 | $14,742 | $0 | $6,905,604 | $0 | $132,326 | $0 |
| MICHAEL ROWAN FACHE | ||||||||||||||
| Former President OF Health System Delivery & COO | $67,219 | $0 | $0 | $0 | $1,321,026 | $0 | $8,780 | $0 | $0 | $0 | $1,397,025 | $0 | $0 | $0 |
| MITCH H MELFI ESQ | ||||||||||||||
| EVP Corporate Affairs & Chief Legal Officer/Secretary | $679,789 | $0 | $875,160 | $0 | $162,295 | $0 | $16,075 | $0 | $26,032 | $0 | $1,759,351 | $0 | $0 | $0 |
| JOYCE ROSS | ||||||||||||||
| SVP MARKETING AND COMMUNICATIONS/ASSISTANT SECRETARY | $371,122 | $0 | $278,504 | $0 | $61,592 | $0 | $15,510 | $0 | $10,219 | $0 | $736,947 | $0 | $0 | $0 |
| DEAN SWINDLE CPA | ||||||||||||||
| President OF Enterprise Business Lines & CFO/Treasurer | $1,210,550 | $0 | $2,110,703 | $0 | $616,974 | $0 | $16,950 | $0 | $25,813 | $0 | $3,980,990 | $0 | $288,009 | $0 |
| THOMAS Clifford DEVENY MD | ||||||||||||||
| FORMER SVP-PHYS SERV & CLIN INTEGR | $0 | $0 | $0 | $0 | $652,750 | $0 | $0 | $0 | $0 | $0 | $652,750 | $0 | $0 | $0 |
| JOHN DICOLA | ||||||||||||||
| Former EVP Enterprise Strategic Development | $0 | $0 | $347,442 | $0 | $727,147 | $0 | $0 | $0 | $15,557 | $0 | $1,090,146 | $0 | $0 | $0 |
| STEVEN KEHRBERG | ||||||||||||||
| FORMER SVP SUPPLY CHAIN & Clinical Engineering | $0 | $0 | $0 | $0 | $115,422 | $0 | $2,658 | $0 | $3,955 | $0 | $122,035 | $0 | $0 | $0 |
| STEPHEN MOORE MD | ||||||||||||||
| FORMER SVP & CHIEF MEDICAL OFFICER | $0 | $115,771 | $0 | $0 | $0 | $536,779 | $0 | $16,258 | $0 | $2,855 | $0 | $671,663 | $0 | $0 |
| Nicholas M Barto | ||||||||||||||
| SVP- Corp Finance- Investments | $616,203 | $0 | $501,430 | $0 | $67,650 | $0 | $71,575 | $0 | $26,240 | $0 | $1,283,098 | $0 | $45,000 | $0 |
| PAUL EDGETT III | ||||||||||||||
| EVP AND CHIEF STRATEGY OFFICER | $662,879 | $0 | $823,271 | $0 | $165,810 | $0 | $15,900 | $0 | $25,670 | $0 | $1,693,530 | $0 | $0 | $0 |
| PHILIP FOSTER | ||||||||||||||
| SVP RISK & Insurance | $442,331 | $0 | $331,981 | $0 | $66,663 | $0 | $16,075 | $0 | $26,032 | $0 | $883,082 | $0 | $0 | $0 |
| THOMAS KOPFENSTEINER | ||||||||||||||
| EVP MISSION | $624,511 | $0 | $723,383 | $0 | $161,598 | $0 | $16,075 | $0 | $10,219 | $0 | $1,535,786 | $0 | $0 | $0 |
| MICHAEL O'ROURKE | ||||||||||||||
| SVP & CHIEF INFORMATION OFFICER | $182,021 | $0 | $0 | $0 | $469,204 | $0 | $11,984 | $0 | $8,589 | $0 | $671,798 | $0 | $0 | $0 |
| Ketul Patel | ||||||||||||||
| SVP Divisional Operations/MBO CEO | $1,052,551 | $0 | $1,196,130 | $0 | $193,023 | $0 | $182,223 | $0 | $17,353 | $0 | $2,641,280 | $0 | $133,333 | $0 |
| CLIFF ROBERTSON MD | ||||||||||||||
| SVP Divisional Operations/MBO CEO | $876,868 | $0 | $868,956 | $0 | $148,965 | $0 | $152,751 | $0 | $25,365 | $0 | $2,072,905 | $0 | $124,000 | $0 |
| KATHLEEN SANFORD RN DBA FACHE | ||||||||||||||
| SVP & CHIEF NURSING OFFICER | $589,052 | $0 | $663,935 | $0 | $126,903 | $0 | $16,462 | $0 | $23,594 | $0 | $1,419,946 | $0 | $0 | $0 |
| PATRICIA WEBB FACHE | ||||||||||||||
| EVP & Chief Administrative Officer/ HR Officer | $687,908 | $0 | $872,792 | $0 | $291,655 | $0 | $16,075 | $0 | $18,006 | $0 | $1,886,436 | $0 | $128,263 | $0 |
| ROBERT J WEIL MD | ||||||||||||||
| SVP-CHIEF MEDICAL OFFICER | $669,988 | $0 | $408,881 | $0 | $25,012 | $0 | $117,450 | $0 | $26,032 | $0 | $1,247,363 | $0 | $0 | $0 |
| RUTH WILLIAMS BRINKLEY | ||||||||||||||
| SVP/MBO President & CEO | $872,291 | $0 | $1,060,470 | $0 | $663,958 | $0 | $16,075 | $0 | $8,982 | $0 | $2,621,776 | $0 | $412,424 | $0 |
| Michael Covert | ||||||||||||||
| SVP Divisional Operations/MBO CEO | $1,146,287 | $0 | $794,040 | $0 | $206,851 | $0 | $15,375 | $0 | $27,127 | $0 | $2,189,680 | $0 | $0 | $0 |
| JEFFREY DROP | ||||||||||||||
| SVP & Divisional Executive Officer | $634,544 | $0 | $675,860 | $0 | $119,445 | $0 | $15,900 | $0 | $17,944 | $0 | $1,463,693 | $0 | $0 | $0 |
| ROBERT RITZ | ||||||||||||||
| SVP Divisional Operations, CHI and CEO, Mercy Health Network | $375,952 | $365,219 | $323,926 | $0 | $16,975 | $65,141 | $0 | $113,111 | $3,045 | $18,160 | $719,898 | $561,631 | $0 | $57,150 |
| LARRY SCHUMACHER | ||||||||||||||
| SVP Divisional Operations/MBO CEO | $735,553 | $0 | $641,436 | $0 | $25,258 | $0 | $128,458 | $0 | $24,683 | $0 | $1,555,388 | $0 | $0 | $0 |
| DAVID VELLINGA | ||||||||||||||
| SVP Divisional Operations/MBO CEO | $650,306 | $0 | $959,783 | $0 | $822,248 | $0 | $4,040 | $0 | $12,694 | $0 | $2,449,071 | $0 | $353,247 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | FOR EACH BENEFIT PROVIDED IN LINE 1A, THE ORGANIZATION MUST DISCLOSE RELEVANT INFORMATION WHICH MAY INCLUDE THE TYPE OF BENEFIT, THE LISTED PERSON WHO RECEIVED THE BENEFIT (OR CLASS OF INDIVIDUALS FOR WHOM THE BENEFIT WAS PROVIDED: I.E. ALL DIRECTORS), AND WHETHER OR NOT THE BENEFIT WAS INCLUDED IN THE INDIVIDUAL'S COMPENSATION. THE CATHOLIC HEALTH INITIATIVES (CHI) TRAVEL POLICY #5, WHICH IS APPLICABLE TO ALL EMPLOYEES, STATES THAT FIRST-CLASS AIRFARE IS GENERALLY NOT PERMITTED, BUT MAY BE UTILIZED IF APPROVED IN ADVANCE BY THE INDIVIDUAL'S SUPERVISOR AND WARRANTED BASED UPON THE FACTS AND CIRCUMSTANCES, WHICH MAY INCLUDE: AMOUNT OF TRAVEL INVOLVED, NATURE OF SPECIFIC TRIP, DURATION OF TRAVEL AND COST DIFFERENTIATION BETWEEN FIRST CLASS AND COACH. FIRST CLASS TRAVEL IS OCCASIONALLY UTILIZED BY REPORTABLE INDIVIDUALS ONLY WHEN OTHER TICKETING OPTIONS ARE NOT AVAILABLE OR LOGISTICALLY SUITABLE. |
| Schedule J, Part I, Line 1a Travel for companions | TRAVEL FOR COMPANIONS IS AVAILABLE WITH TAX GROSS-UP PURSUANT TO CATHOLIC HEALTH INITIATIVES (CHI) HR POLICY #4. BECAUSE OF THE SIGNIFICANT TIME COMMITMENT ASSOCIATED WITH BOARD MEMBERSHIP AT CHI, BOARD MEMBERS WERE OCCASIONALLY INVITED TO BRING THEIR SPOUSES TO LEADERSHIP ACTIVITIES. CHI REIMBURSED THOSE BOARD MEMBERS FOR CERTAIN COMPANION TRAVEL EXPENSES AND GROSSED-UP THE BOARD MEMBERS FOR THOSE EXPENSES. ALL SUCH COMPANION TRAVEL AND ASSOCIATED GROSS-UP WAS INCLUDED AS INCOME ON THE BOARD MEMBER'S FORM 1099 OR W-2 AS APPLICABLE. |
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | Catholic Health Initiatives reimbursed board members for certain companion travel expenses and grossed-up the board members for those expenses. All such companion travel and associated gross-up was Included as income on the board member's Form 1099 or W-2 as applicable. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | Post-termination payments are addressed in executive employment agreements for employees at the level of vice president and above. These employment agreements require that in order for the executive to receive post-termination payments, these individuals must execute a general release and settlement agreement. Post-termination payment arrangements are periodically reviewed for overall reasonableness in light of the executive's overall compensation package. The following reportable individuals received severance payments from Catholic Health Initiatives during the 2017 calendar year, and these severance payments were included in the individuals' W-2 income and reportable compensation on Part VII and Schedule J, Part II, column (B)(iii): Thomas Deveny - $652,750 Steven Kehrberg - $116,695 John Dicola - $732,420 Michael O'Rourke - $448,796 Michael Rowan - $1,303,356 Ruth Williams-Brinkley - $80,812 Stephen Moore - $532,892 |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | During the 2017 calendar year Catholic Health Initiatives (CHI) maintained a supplemental non-qualified deferred compensation plan for MBO CEOs/Presidents and other CHI executives at the level of Senior Vice President and above. The following reportable individuals were eligible to participate in that plan: Cliff Robertson Dean Swindle David Vellinga Jeffrey Drop Joyce Ross Kathleen Sanford Ketul Patel Kevin Lofton Larry Schumacher Michael Covert Michael O'Rourke Mitch Melfi Nick Barto Patricia Webb Paul Edgett Philip Foster Robert Weil Robert Ritz Ruth Williams-Brinkley Thomas Kopfensteiner During 2017 the following contributions were made by CHI to the deferred compensation plan: Cliff Robertson - $136,676 Ketul Patel - $167,190 Larry Schumacher - $112,320 Nick Barto - $56,160 Robert Weil - $108,000 Robert Ritz - $97,036 During 2017 the following distributions were made by CHI from the deferred compensation plan: Cliff Robertson - $124,018 David Vellinga - $718,619 Dean Swindle - $288,050 Ketul Patel - $162,167 Kevin Lofton - $335,184 Nick Barto - $45,006 Patricia Webb - $128,281 Robert Ritz - $58,350 Ruth Williams-Brinkley - $427,070 Due to the "super" vesting rules under the CHI deferred compensation plan, participants who had met certain requirements such as involuntary termination without cause, age, age and years of service, or more than 5 years of plan participation were eligible to receive their 2017 contributions in cash during the calendar year. These cash payouts are included in the participant's reportable compensation in column (iii) Other Reportable Compensation on Schedule J Part II. During 2017, the following contributions and associated gains or losses that would have been made by CHI to the deferred compensation plan were paid in cash: David Vellinga - $89,462 Dean Swindle - $303,912 Jeffrey Drop - $94,433 Joyce Ross - $34,654 Kathleen Sanford - $95,032 Kevin Lofton - $508,729 Michael Covert - $184,783 Michael O'Rourke - $14,269 Mitch Melfi - $135,426 Patricia Webb - $136,430 Paul Edgett - $139,620 Philip Foster - $43,331 Ruth Williams-Brinkley - $135,990 Thomas Kopfensteiner - $134,654 |
| Schedule J, Part I, Line 7 Non-fixed payments | Catholic Health Initiatives (CHI) maintains a variable pay program for managers and above that puts a certain amount of compensation at risk. Awards of incentive compensation under the variable pay program are made based upon achievement of organizational objectives including financial outcomes, quality improvement, and other measures as determined annually by the Board of Stewardship Trustees. However, eligible awards payable under this program are dependent on reaching minimum levels of operating margin and charity care, unless the HR Committee of the Board of Stewardship Trustees exercises its discretion, as permitted under the plan, to approve an exception. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COLORADO HEALTH FACILITIES AUTHORITY 2008C-4 | ||||||||
| A | 840752932 | 19648A4Q5 | 2015-11-12 | $26,495,000 | SEE PART VI (2008C2, C4, D3 COMP ISSUE) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2008C-2 | ||||||||
| B | 840752932 | 19648A4P7 | 2015-11-15 | $26,495,000 | SEE PART VI (2008C2, C4, D3 COMP ISSUE) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2008D-3 | ||||||||
| C | 840752932 | 19648A4R3 | 2015-11-12 | $48,835,493 | SEE PART VI (2008C2,C4, D3 COMP ISSUE) | false | false | false |
| WASHINGTON HEALTH CARE FACILITIES AUTHORITY 2015A | ||||||||
| D | 911108929 | 000000000 | 2015-08-11 | $51,400,000 | SEE PART VI - (2015A ISSUE) | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $26,495,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $26,495,000 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $26,495,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $26,495,000 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $48,835,493 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $48,835,000 | $0 | 2008 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $6,000,000 | $0 | $51,400,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $51,400,000 | $0 | 2004 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0007 | 0.0005 | 0.0012 | false | Yes (true) | 0.0126 | Yes (true) | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | Yes (true) | 0.0126 | Yes (true) | Yes (true) | ||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||||
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | Yes (true) | 0.0459 | Yes (true) | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (23 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part VI SERIES 2009 A/B COMPOSITE ISSUE | THE BONDS DESCRIBED ON LINES D, A, AND B IN PART I ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES (THE SERIES 2009 COMPOSITE ISSUE). ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: COLORADO HEALTH FACILITIES AUTHORITY 2009 A/B - CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN COLORADO, IOWA, NEW JERSEY AND NEBRASKA AND CURRENT REFUNDING OF COLORADO 1997B-1, 1997B-2, 1997B-3 (ORIGINAL ISSUANCE DATE: NOVEMBER 25, 1997), 2004B-4 AND 2004B-5 BONDS (ORIGINAL ISSUANCE DATE: NOVEMBER 18, 2004) AND IOWA 1997B BONDS (REISSUANCE DATE: DECEMBER 2, 1999) KENTUCKY ECONOMIC DEV. FINANCE AUTH. 2009 A/B - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN KENTUCKY. COUNTY OF MONTGOMERY, OHIO 2009 A/B - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN OHIO AND CURRENT REFUNDING OF OHIO 1997B (ORIGINAL ISSUANCE DATE: NOVEMBER 25, 1997), 2006B-1 AND 2006B-2 BONDS (ORIGINAL ISSUANCE DATE: NOVEMBER 9, 2006). $108,439 OF PROCEEDS OF THE COUNTY OF MONTGOMGERY, OHIO 2009A AND 2009B BONDS WERE REISSUED ON OCTOBER 1, 2012 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $66,585 OF PROCEEDS OF THE COUNTY OF MONTGOMGERY, OHIO 2009A AND 2009B BONDS WERE REISSUED ON FEBRUARY 14, 2013 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $42,296 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2009A BONDS WERE REISSUED ON APRIL 1, 2014 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $14,179 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2009B BONDS WERE REISSUED ON APRIL 1, 2014 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $42,935,594.18 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2009A and 2009B BONDS WERE REISSUED ON OCTOBER 1, 2015 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $1,124,855.22 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2009A BONDS WERE REISSUED ON JUNE 30, 2016 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. PART II LINE 3 TOTAL PROCEEDS OF ISSUE INCLUDES INVESTMENT EARNINGS PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI LOUISVILLE/JEFFERSON METRO COUNTY GOVT 2012A | PART I LINE F PURPOSE: ADVANCE REFUNDING OF LOUISVILLE/JEFFERSON METRO COUNTY GVT REVENUE BONDS SERIES 2008 (ORIGINAL ISSUANCE DATE: JULY 10, 2008) PART III LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2011A COMPOSITE ISSUE | THE BONDS DESCRIBED ON LINES D AND A IN PART I ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES (THE SERIES 2011A COMPOSITE ISSUE). ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: WASHINGTON HEALTH CARE FACILITIES 2011 A - CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN WASHINGTON COLORADO HEALTH FACILITIES AUTHORITY 2011 A - CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN ARKANSAS, COLORADO, IOWA, KANSAS AND NEBRASKA AND CURRENT REFUNDING OF COLORADO 2000B (ORIGINAL ISSUANCE DATE: MARCH, 20, 2000), 2004B-1, 2004B-2 AND 2004B-3 (ORIGINAL ISSUANCE DATE: NOVEMBER 18, 2004), AND 2008C-8 (ORIGINAL ISSUANCE DATE: NOVEMBER 20, 2008) $7,418,571.95 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2011A BONDS WERE REISSUED ON JUNE 30, 2016 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $233,182.91 OF PROCEEDS OF THE WASHINGTON HEALTH CARE FACILITIES 2011A BONDS WERE REISSUED ON MAY 11, 2016 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. PART II LINE 3 TOTAL PROCEEDS OF ISSUE INCLUDES INVESTMENT EARNINGS PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2004CD COMPOSITE ISSUE | THE BONDS DESCRIBED ON LINES B AND C IN PART I, ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES (THE SERIES 2004CD COMPOSITE ISSUE). ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: KENTUCKY ECONOMIC DEV. FINANCE AUTHORITY 2004C/D - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN KENTUCKY. CHATTANOOGA TN HEALTH ED & HOUSING FAC BD 2004C - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN TENNESSEE. PART II LINE 3 TOTAL PROCEEDS OF ISSUE INCLUDES INVESTMENT EARNINGS PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2006A COMPOSITE ISSUE | THE BONDS DESCRIBED ON LINE D IN PART I, TOGETHER WITH BALTIMORE COUNTY, MARYLAND REVENUE BONDS (CATHOLIC HEALTH INITIATIVES) SERIES 2006A, WHICH WERE DEFEASED ON DECEMBER 10, 2012 AND ARE NO LONGER OUTSTANDING, ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES (THE SERIES 2006A COMPOSITE ISSUE). ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: COLORADO HEALTH FACILITIES AUTHORITY 2006A - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN COLORADO, ARKANSAS, IOWA, MISSOURI AND NEBRASKA. $118,345 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2006A BONDS WERE REISSUED ON NOVEMBER 1, 2013 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $60,650 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2006A BONDS WERE REISSUED ON APRIL 1, 2014 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $6,908,623.61 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2006A BONDS WERE REISSUED ON JUNE 30, 2016 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. PART II LINE 3 INCLUDES INVESTMENT EARNINGS PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2011BC COMPOSITE ISSUE | SERIES 2011BC COMPOSITE ISSUE: THE BONDS DESCRIBED ON LINES B AND C IN PART I ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES (THE SERIES 2011BC COMPOSITE ISSUE). ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: COLORADO HEALTH FACILITIES AUTHORITY 2011 C - CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN ARKANSAS, COLORADO, IOWA, KANSAS AND NEBRASKA KENTUCKY ECONOMIC DEV. FINANCE AUTH. 2011 B - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN KENTUCKY PART II LINE 3 TOTAL PROCEEDS OF ISSUE INCLUDES INVESTMENT EARNINGS PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2008D COMPOSITE ISSUE | THE BONDS DESCRIBED ON LINES D, A, B AND C IN PART I ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES (THE SERIES 2008D COMPOSITE ISSUE). ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: COLORADO HEALTH FACILITIES AUTHORITY 2008D - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN COLORADO, IOWA, MINNESOTA, NEBRASKA AND OREGON. COUNTY OF MONTGOMERY, OHIO 2008D - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN OHIO. CHATTANOOGA TN HEALTH ED & HOUSING FAC BD 2008D - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN TENNESSEE. WASHINGTON HEALTH CARE FACILITIES AUTHORITY 2008D - REFUND WA AUTH BONDS 2007A1-3 (ORIGINAL ISSUANCE DATE: NOVEMBER 8, 2007) $30,256 OF PROCEEDS OF THE COUNTY OF MONTGOMERY, OHIO 2008D-1 AND SERIES 2008 D-2 BONDS WERE REISSUED ON FEBRUARY 14, 2013 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $16,922 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2008D-1 BONDS WERE REISSUED ON APRIL 1, 2014 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $9,016 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2008D-2 AND 2008D-3 BONDS WERE REISSUED ON APRIL 1, 2014 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $50,000,000 OF THE COLORADO HEALTH FACILITIES AUTHORITY D-3 BONDS WERE REMARKETED ON NOVEMBER 12, 2015 AND TREATED AS A REISSUANCE AND CURRENT REFUNDING. PART II LINE 3 TOTAL PROCEEDS OF ISSUE INCLUDES INVESTMENT EARNINGS PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI WA 2008A4-6 | PART I, LINE F PURPOSE: REISSUANCE OF WASH. HFA 2008A4-6, ORIGINALLY ISSUED ON APRIL 21, 2008 ALL OF THE DEEMED PROCEEDS OF THE REISSUANCE WERE TREATED AS REFUNDING ALL OF THE OUTSTANDING WASHINGTON HEALTH CARE FACILITIES AUTH. SERIES 2008A4-6 BONDS ON JULY 29, 2010. ALL OF THE DEEMED PROCEEDS OF THE REISSUANCE WERE TREATED AS REFUNDING ALL OF THE OUTSTANDING WASHINGTON HEALTH CARE FACILITIES AUTH. SERIES 2008A4-6 BONDS ON JULY 29, 2013. PART III, LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2004A COMPOSITE ISSUE | THE BONDS DESCRIBED ON LINES D, A and B IN PART I ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES (THE SERIES 2004A COMPOSITE ISSUE). ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: CITY OF BRECKENRIDGE, MINNESOTA 2004A - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN MINNESOTA. COUNTY OF MONTGOMERY, OHIO 2004A - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN OHIO. HOSP FACILITIES AUTHORITY OF UMATILLA OR 2004A - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN OREGON AND CURRENT REFUNDING OF HOSP. AUTH. 2 DOUGLAS CTY 1994B BONDS PART II LINE 3 TOTAL PROCEEDS OF ISSUE INCLUDES INVESTMENT EARNINGS PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2013A COMPOSITE ISSUE | THE BONDS DESCRIBED ON LINES A, B, C, AND D IN PART I ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES (THE SERIES 2013A COMPOSITE ISSUE). ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: COLORADO HEALTH FACILITIES AUTHORITY 2013A - CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN COLORADO, NEBRASKA AND TEXAS CHATTANOOGA TN HEALTH ED & HOUSING FAC 2013A - CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN TENNESSEE AND CURRENT REFUNDING OF COMMERCIAL PAPER NOTES WASHINGTON HEALTH CARE FACILITIES 2013A - CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN WASHINGTON KENTUCKY ECONOMIC DEV. FINANCE AUTHORITY 2013A - CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN KENTUCKY $62,469.31 OF PROCEEDS OF THE KENTUCKY ECONOMIC DEV. FINANCE AUTHORITY 2013A BONDS WERE REISSUED ON MAY 11, 2016 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. PART II LINE 3 TOTAL PROCEEDS OF ISSUE INCLUDES INVESTMENT EARNINGS PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES CO 2013C | PART I LINE F PURPOSE: COLORADO HEALTH FACILITIES AUTHORITY 2013C - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN NEBRASKA AND OREGON. $79,442 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2013C BONDS WERE REISSUED ONJUNE 30, 2016 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. PART III LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI WASHINGTON HEALTH CARE FACILITIES 2013B | PART I LINE F PURPOSE: WASHINGTON HEALTH CARE FACILITIES 2013B - CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN WASHINGTON PART II LINE 3 TOTAL PROCEEDS INCLUDES INVESTMENT EARNINGS PART III LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES CO 2004B-6 | PART I, LINE F PURPOSE: REISSUANCE OF COLORADO HEALTH FACILITIES AUTHORITY 2004B-6, ORIGINALLY ISSUED ON NOVEMBER 18, 2004 ALL OF THE DEEMED PROCEEDS OF THE REISSUANCE WERE TREATED AS REFUNDING ALL OF THE OUTSTANDING COLORADO HEALTH FACILITIES AUTHORITY 2004B-6 ON SEPTEMBER 25, 2014. $51,759.38 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2004B-6 BONDS WERE REISSUED ON JUNE 30, 2016 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN SEPARATELY REPORTED IN A FORM 8038 AND NOT REPORTED IN THIS SCHEDULE K. PART III LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI WASHINGTON HEALTH CARE FACILITIES 2015A | PART I LINE F PURPOSE: CURRENT REFUNDING OF WASHINGTON HEALTH CARE FACILITIES SERIES 2002B (ORIGINAL ISSUANCE DATE: NOVEMBER 7, 2002 AND REISSUED DECEMBER 1, 2004) $2,357,581.72 OF PROCEEDS OF THE WASHINGTON HEALTH CARE FACILITIES 2015A BONDS WERE REISSUED ON MAY 11, 2016 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2015 COMPOSITE ISSUE | THE BONDS DESCRIBED ON LINES A, B, C, AND D IN PART I ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES (THE SERIES 2015 COMPOSITE ISSUE). ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: COLORADO HEALTH FACILITIES AUTHORITY 2015A - CURRENT REFUNDING OF PULASKI COUNTY, ARKANSAS HEALTH FACILITIES BOARD (ST. VINCENT INFIRMARY) VARIABLE RATE DEMAND REVENUE BONDS SERIES 2000B (ORIGINAL ISSUE DATE: MARCH 30, 2000) COLORADO HEALTH FACILITIES AUTHORITY 2015B - CURRENT REFUNDING OF COUNTY OF MONTGOMERY, OHIO VARIABLE RATE DEMAND BONDS SERIES 2006C-2 (ORIGINAL ISSUE DATE: NOVEMBER 9, 2006 AND REISSUED ON APRIL 28, 2008) COLORADO HEALTH FACILITIES AUTHORITY 2015-1 - CURRENT REFUNDING OF COLORADO HEALTH FACILITIES AUTHORITY VARIABLE RATE REVENUE BONDS SERIES 2002B (ORIGINAL ISSUE DATE: NOVEMBER 7, 2002 AND REISSUED ON DECEMBER 1, 2004) COLORADO HEALTH FACILITIES AUTHORITY 2015-2 - CURRENT REFUNDING OF COUNTY OF MONTGOMERY, OHIO VARIABLE RATE REVENUE BONDS SERIES 2004B (ORIGINAL ISSUE DATE: NOVEMBER 18, 2004) PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2008C-2, 2008C-4 AND 2008D-3 COMPOSITE ISSUE | THE BONDS DESCRIBED ON LINES A, B, AND C IN PART I ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES. ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: COLORADO HEALTH FACILITIES AUTHORITY 2008C-2 - CURRENT REFUNDING OF OF COLORADO HEALTH FACILITIES AUTHORITY REVENUE BONDS SERIES 2008C-2 (ORIGINAL ISSUE DATE: APRIL 30, 2008) COLORADO HEALTH FACILITIES AUTHORITY 2008C-4 - CURRENT REFUNDING OF OF COLORADO HEALTH FACILITIES AUTHORITY REVENUE BONDS SERIES 2008C-4 (ORIGINAL ISSUE DATE: APRIL 30, 2008) COLORADO HEALTH FACILITIES AUTHORITY 2008D-3 - CURRENT REFUNDING OF OF COLORADO HEALTH FACILITIES AUTHORITY REVENUE BONDS SERIES 2008D-3 (ORIGINAL ISSUE DATE: NOVEMBER 30, 2008) $1,332,999.11 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2008C-2 AND C-4 BONDS WERE REISSUED ON JUNE 30, 2016 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2017B | PART I LINE F PURPOSE: CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT FOR AFFILIATES IN NEBRASKA AND ADVANCE REFUNDING OF A PORTION OF COLORADO 2006C-1, 2006 C-3, 2006C-5, 2006C-7 AND OHIO 2006C-1, REFINANCING A FEBRUARY 11, 2016 DRAW ON A TAXABLE LINE THE PROCEEDS OF WHICH ESTABLISHED A DEFEASANCE ESCROW FOR CERTAIN 2006 BONDS. |
| Schedule K, Part IV, Line 2c COLUMN C | Issuer name: LOUISVILLE/JEFFERSON METRO COUNTY GVT 2012A The calculation for computing no rebate due was performed on 07/12/2017 |
| Schedule K, Part IV, Line 2c COLUMN D | Issuer name: COLORADO HEALTH FACILITIES AUTHORITY 2008D The calculation for computing no rebate due was performed on 07/25/2014 |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: COUNTY OF MONTGOMERY, OHIO 2008D The calculation for computing no rebate due was performed on 07/25/2014 |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: CHATTANOOGA TN HLTH ED & HOUSING FAC BD 2008D The calculation for computing no rebate due was performed on 07/25/2014 |
| Schedule K, Part IV, Line 2c COLUMN C | Issuer name: WASHINGTON HEALTH CARE FACILITIES AUTH 2008D The calculation for computing no rebate due was performed on 07/25/2014 |
| Schedule K, Part IV, Line 2c COLUMN D | Issuer name: COLORADO HEALTH FACILITIES AUTHORITY 2006A The calculation for computing no rebate due was performed on 03/03/2017 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COLORADO HEALTH FACILITIES AUTHORITY 2015A | ||||||||
| A | 840752932 | 000000000 | 2015-07-24 | $21,400,000 | SEE PART VI - (2015 COMP ISSUE) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2015B | ||||||||
| B | 840752932 | 000000000 | 2015-07-24 | $50,000,000 | SEE PART VI - (2015 COMP ISSUE) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2015-1 | ||||||||
| C | 840752932 | 000000000 | 2015-07-24 | $40,000,000 | SEE PART VI (2015 COMP ISSUE) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2015-2 | ||||||||
| D | 840752932 | 000000000 | 2015-07-24 | $73,700,000 | SEE PART VI (2015 COMP ISSUE) | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,300,000 | $0 | $21,400,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $21,400,000 | $0 | 2001 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $22,730,000 | $0 | $50,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $50,000,000 | $0 | 2008 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $5,000,000 | $0 | $40,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $40,000,000 | $0 | 2006 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $10,227,650 | $0 | $73,700,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $73,000,000 | $0 | 2004 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0006 | 0.0 | 0.0006 | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COLORADO HEALTH FACILITIES AUTHORITY 2013A | ||||||||
| A | 840752932 | 19648AM85 | 2013-11-14 | $247,549,679 | SEE PART VI - (2013A COMP ISSUE) | false | false | false |
| CHATTANOOGA TN HEALTH ED & HOUSING FAC 2013A | ||||||||
| B | 521298872 | 162410CY8 | 2013-11-14 | $199,474,835 | SEE PART VI - (2013A COMP ISSUE) | false | false | false |
| WASHINGTON HEALTH CARE FACILITIES AUTH 2013A | ||||||||
| C | 911108929 | 93978HHU2 | 2013-11-14 | $63,627,435 | SEE PART VI - (2013A COMP ISSUE) | false | false | false |
| KENTUCKY ECONOMIC DEV FINANCE AUTHORITY 2013A | ||||||||
| D | 610600439 | 49126PEB2 | 2013-11-14 | $76,508,787 | SEE PART VI - (2013A COMP ISSUE) | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $247,551,692 | $0 | $0 | $0 | $0 | $0 | $2,013 | $247,549,679 | $0 | $0 | 2013 | false | false | false | Yes (true) |
| B | $0 | $0 | $199,474,835 | $0 | $0 | $0 | $0 | $0 | $0 | $160,903,777 | $38,571,058 | $0 | 2013 | Yes (true) | false | false | Yes (true) |
| C | $0 | $0 | $63,627,582 | $0 | $0 | $0 | $0 | $0 | $0 | $63,627,582 | $0 | $0 | 2013 | false | false | false | Yes (true) |
| D | $0 | $0 | $76,509,117 | $0 | $0 | $0 | $0 | $0 | $330 | $7,529,586 | $68,979,201 | $0 | 2013 | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0036 | 0.0 | 0.0036 | false | false | Yes (true) | ||
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||||
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | Yes (true) | Yes (true) | 0.0008 | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | false | false | Yes (true) |
| D | false | Yes (true) | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WASHINGTON HEALTH CARE FACILITIES AUTH 2013B | ||||||||
| A | 911108929 | 93978HHW8 | 2013-11-14 | $200,000,000 | SEE PART VI - (2013 B ISSUE) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2013C | ||||||||
| B | 840752932 | 000000000 | 2013-12-19 | $100,000,000 | SEE PART VI - (2013C ISSUE) | false | false | false |
| LOUISVILLEJEFFERSON METRO COUNTY GVT 2012A | ||||||||
| C | 320004900 | 54675QAV5 | 2012-04-05 | $299,657,170 | SEE PART VI - (2012A ISSUE) | Yes (true) | false | false |
| WASHINGTON HEALTH CARE AUTHORITY 2011A | ||||||||
| D | 911108929 | 93978HDP7 | 2011-11-10 | $106,950,848 | SEE PART VI - (2011A COMP ISSUE) | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $200,000,070 | $0 | $0 | $0 | $0 | $0 | $70 | $200,000,000 | $0 | $0 | 2013 | false | false | false | Yes (true) |
| B | $0 | $0 | $100,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $100,000,000 | $0 | $0 | 2013 | false | false | false | Yes (true) |
| C | $15,515,000 | $61,950,000 | $299,657,170 | $0 | $0 | $297,054,953 | $2,602,216 | $0 | $0 | $0 | $0 | $0 | 2009 | false | Yes (true) | Yes (true) | Yes (true) |
| D | $6,575,000 | $0 | $106,950,848 | $0 | $0 | $0 | $1,150,848 | $0 | $0 | $105,800,000 | $0 | $0 | 2011 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0078 | 0.0 | 0.0078 | false | false | Yes (true) | ||
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0002 | 0.0 | 0.0002 | false | Yes (true) | Yes (true) | 0.0008 | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0015 | 0.0 | 0.0015 | false | Yes (true) | Yes (true) | 0.2281 | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0001 | 0.0 | 0.0001 | false | Yes (true) | Yes (true) | 0.0021 | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | No Rebate DueNoRebateDueInd | Exception To RebateExceptionToRebateInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | false | false | Yes (true) | ||
| B | false | Yes (true) | Yes (true) | false | false | false | Yes (true) | ||
| C | false | false | false | false | false | Yes (true) | Yes (true) | ||
| D | false | false | false | false | false | Yes (true) | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COLORADO HEALTH FACILITIES AUTHORITY 2011A | ||||||||
| A | 840752932 | 19648AWL5 | 2011-11-10 | $432,722,079 | SEE PART VI - (2011A COMP ISSUE) | false | false | false |
| KENTUCKY ECONOMIC DEV FINANCE AUTH 2011B | ||||||||
| B | 610600439 | 49126PDY3 | 2011-11-10 | $158,155,000 | SEE PART VI - (2011BC COMP ISSUE) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2011C | ||||||||
| C | 840752932 | 000000000 | 2011-11-10 | $125,000,000 | SEE PART VI - (2011BC COMP ISSUE) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2009 AB | ||||||||
| D | 840752932 | 19648ARL1 | 2009-11-10 | $713,972,398 | SEE PART VI - (2009AB COMP ISSUE) | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $102,585,000 | $0 | $432,772,413 | $0 | $0 | $0 | $3,772,079 | $0 | $334 | $151,100,000 | $283,500,000 | $0 | 2011 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $158,155,431 | $0 | $0 | $0 | $1,380,000 | $0 | $431 | $100,000,000 | $56,775,000 | $0 | 2011 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $8,000,000 | $0 | $125,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $125,000,000 | $0 | $0 | 2011 | false | false | Yes (true) | Yes (true) |
| D | $186,070,000 | $714,047,470 | $0 | $0 | $0 | $6,264,973 | $0 | $0 | $552,182,497 | $155,600,000 | $0 | 2011 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | Yes (true) | 0.0178 | Yes (true) | Yes (true) | ||
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0006 | false | false | Yes (true) | 0.0006 | 0.0 | ||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||||
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0014 | false | Yes (true) | 0.0619 | Yes (true) | Yes (true) | 0.0013 | 0.0001 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| KENTUCKY ECONOMIC DEV FINANCE AUTH 2009 AB | ||||||||
| A | 610600439 | 49126PDF4 | 2009-11-10 | $133,269,543 | SEE PART VI - (2009AB COMP ISSUE) | false | false | false |
| COUNTY OF MONTGOMERY OHIO 2009 AB | ||||||||
| B | 316000172 | 613549HX5 | 2009-11-10 | $263,401,078 | SEE PART VI - (2009AB COMP ISSUE) | Yes (true) | false | false |
| WASHINGTON HEALTH CARE FACILITIES AUTH 2008A4-6 | ||||||||
| C | 911108929 | 93978EJ60 | 2013-07-29 | $120,260,000 | SEE PART VI - (WASH 2008A4-6) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2008D | ||||||||
| D | 840752932 | 19648ANL5 | 2008-11-20 | $213,260,679 | SEE PART VI - (2008D COMP ISSUE) | Yes (true) | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $20,880,000 | $0 | $133,269,639 | $0 | $0 | $0 | $1,380,211 | $0 | $49 | $131,889,379 | $0 | $0 | 2009 | false | false | Yes (true) | Yes (true) |
| B | $45,835,000 | $62,785,000 | $263,401,373 | $0 | $0 | $0 | $2,530,978 | $0 | $111 | $37,461,940 | $223,408,344 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $1,320,000 | $0 | $120,260,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $120,260,000 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $66,690,000 | $5,655,000 | $213,261,635 | $0 | $0 | $0 | $2,805,950 | $0 | $13 | $210,455,672 | $0 | $0 | 2008 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||||
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | Yes (true) | Yes (true) | 0.0007 | Yes (true) | ||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0028 | false | false | Yes (true) | 0.0028 | 0.0 | ||
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0009 | false | Yes (true) | Yes (true) | 0.0273 | Yes (true) | 0.0008 | 0.0001 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||
| A | false | Yes (true) | Yes (true) | false | false | false | Yes (true) | ||||
| (no name) | |||||||||||
| B | false | Yes (true) | Yes (true) | false | false | false | Yes (true) | ||||
| JP Morgan | |||||||||||
| C | false | Yes (true) | Yes (true) | Yes (true) | false | false | Yes (true) | 28.0 | false | false | |
| (no name) | |||||||||||
| D | false | false | false | false | false | Yes (true) | Yes (true) | ||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COUNTY OF MONTGOMERY OHIO 2008D | ||||||||
| A | 316000172 | 613549GM0 | 2008-11-20 | $59,089,956 | SEE PART VI - (2008D COMP ISSUE) | false | false | false |
| CHATTANOOGA TN HLTH ED & HOUSING FAC BD 2008D | ||||||||
| B | 521298872 | 162410CT9 | 2008-11-20 | $24,105,267 | SEE PART VI - (2008D COMP ISSUE) | false | false | false |
| WASHINGTON HEALTH CARE FACILITIES AUTH 2008D | ||||||||
| C | 911108929 | 93978EY63 | 2008-11-20 | $172,027,377 | SEE PART VI - (2008D COMP ISSUE) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2006A | ||||||||
| D | 840752932 | 19648ADH5 | 2006-11-09 | $285,855,808 | SEE PART VI - (2006A COMP ISSUE) | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,145,256 | $0 | $59,736,646 | $0 | $0 | $0 | $745,623 | $0 | $0 | $58,991,023 | $0 | $0 | 2013 | false | false | Yes (true) | Yes (true) |
| B | $2,915,000 | $0 | $24,105,273 | $0 | $0 | $0 | $280,554 | $0 | $0 | $23,824,719 | $0 | $0 | 2008 | false | false | Yes (true) | Yes (true) |
| C | $1,255,000 | $0 | $172,029,155 | $0 | $0 | $0 | $2,302,907 | $0 | $1,248 | $0 | $169,725,000 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $20,525,000 | $0 | $297,652,875 | $0 | $0 | $0 | $0 | $0 | $0 | $297,652,875 | $0 | $0 | 2009 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | Yes (true) | 0.0005 | Yes (true) | Yes (true) | ||
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||||
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0036 | false | Yes (true) | 0.0801 | Yes (true) | Yes (true) | 0.0035 | 0.0001 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| D | false | Yes (true) | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COLORADO HEALTH FACILITIES AUTHORITY 2004B-6 | ||||||||
| A | 840752932 | 196574T34 | 2014-09-25 | $54,200,000 | SEE PART VI | false | false | false |
| KENTUCKY ECONOMIC DEV FINANCE AUTHORITY 2004CD | ||||||||
| B | 610600439 | 49126PCL2 | 2004-11-18 | $94,575,000 | SEE PART VI - (2004BCD COMP ISSUE) | false | false | false |
| CHATTANOOGA TN HEALTH ED & HOUSING FAC BD 2004C | ||||||||
| C | 521298872 | 162410CB8 | 2004-11-18 | $58,900,000 | SEE PART VI - (2004BCD COMP ISSUE) | false | false | false |
| CITY OF BRECKENRIDGE MINNESOTA 2004A | ||||||||
| D | 416005005 | 106520AB5 | 2004-11-18 | $31,040,504 | SEE PART VI - (2004A COMP ISSUE) | Yes (true) | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $54,200,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $54,200,000 | $0 | 2014 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $56,775,000 | $0 | $96,850,606 | $0 | $0 | $0 | $428,619 | $0 | $0 | $96,421,987 | $0 | $0 | 2006 | false | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $59,737,305 | $0 | $0 | $0 | $152,050 | $0 | $0 | $59,585,255 | $0 | $0 | 2006 | false | false | Yes (true) | Yes (true) |
| D | $3,185,000 | $125,000 | $31,241,060 | $0 | $0 | $0 | $310,220 | $0 | $0 | $30,930,840 | $0 | $0 | 2006 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0008 | 0.0009 | 0.0017 | false | Yes (true) | 0.001 | Yes (true) | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0009 | 0.0008 | 0.0017 | false | false | Yes (true) | ||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||||
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0002 | 0.0008 | 0.0010 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Exception To RebateExceptionToRebateInd |
|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | false | false | Yes (true) | |
| B | false | Yes (true) | false | false | false | Yes (true) | Yes (true) | |
| C | false | Yes (true) | false | false | false | Yes (true) | Yes (true) | |
| D | false | false | false | false | false | Yes (true) | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COUNTY OF MONTGOMERY OHIO 2004A | ||||||||
| A | 316000172 | 613549FC3 | 2004-11-18 | $72,052,967 | SEE PART VI - (2004A COMP ISSUE) | false | false | false |
| HOSP FACILITIES AUTHORITY OF UMATILLA OR 2004A | ||||||||
| B | 931239006 | 904078BJ0 | 2004-11-18 | $59,478,002 | SEE PART VI - (2004A COMP ISSUE) | Yes (true) | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2017B | ||||||||
| C | 840752932 | 000000000 | 2017-12-29 | $333,745,000 | SEE PART VI - (2017B ISSUE) | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $19,145,000 | $0 | $73,736,287 | $0 | $0 | $0 | $714,250 | $0 | $0 | $73,022,036 | $0 | $0 | 2006 | false | false | Yes (true) | Yes (true) |
| B | $6,470,000 | $14,575,000 | $59,675,935 | $0 | $0 | $0 | $590,200 | $0 | $0 | $51,384,426 | $7,701,309 | $0 | 2008 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $333,745,000 | $0 | $0 | $0 | $0 | $0 | $0 | $59,324,306 | $274,420,694 | $0 | 2017 | false | Yes (true) | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||||
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | Yes (true) | Yes (true) | 0.2469 | Yes (true) | ||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0012 | false | false | Yes (true) | 0.0007 | 0.0005 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd |
|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | Yes (true) | |
| B | false | Yes (true) | false | false | false | false | Yes (true) | |
| C | false | Yes (true) | false | false | false | Yes (true) | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (19 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 ORGANIZATION'S MISSION | THE MISSION OF THE CORPORATION IS TO NURTURE THE HEALING MINISTRY OF THE CHURCH, SUPPORTED BY EDUCATION AND RESEARCH. FIDELITY TO THE GOSPEL URGES THE CORPORATION TO EMPHASIZE HUMAN DIGNITY AND SOCIAL JUSTICE AS IT CREATES HEALTHIER COMMUNITIES. THE CORPORATION, SPONSORED BY A LAY-RELIGIOUS PARTNERSHIP, CALLS OTHER CATHOLIC SPONSORS AND SYSTEMS TO UNITE TO ENSURE THE FUTURE OF CATHOLIC HEALTH CARE. TO FULFILL THIS MISSION, THE CORPORATION, AS A VALUES-BASED ORGANIZATION, WILL ASSURE THE INTEGRITY OF THE MINISTRY IN BOTH CURRENT AND DEVELOPING ORGANIZATIONS AND ACTIVITIES; RESEARCH AND DEVELOP NEW MINISTRIES THAT INTEGRATE HEALTH, EDUCATION, PASTORAL, AND SOCIAL SERVICES; PROMOTE LEADERSHIP DEVELOPMENT AND FORMATION FOR MINISTRY THROUGHOUT THE ENTIRE ORGANIZATION; ADVOCATE FOR SYSTEMIC CHANGES WITH SPECIFIC CONCERN FOR PERSONS WHO ARE POOR, ALIENATED, AND UNDERSERVED; AND STEWARD RESOURCES BY GENERAL OVERSIGHT OF THE ENTIRE ORGANIZATION. |
| Form 990, Part III, Line 4 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS CONTINUATION | THE FOLLOWING EXAMPLES OF COMMUNITY BENEFIT ACTIVITIES IN FISCAL YEAR 2018 REPRESENT ONLY A SMALL FRACTION OF THOSE TAKING PLACE ON A DAILY BASIS AT THESE FACILITIES AND THROUGHOUT THE CATHOLIC HEALTH INITIATIVES HEALTH CARE SYSTEM. ST. FRANCIS MEDICAL CENTER, Breckenridge, Minnesota: Community outreach for the low income included A Prescription Drug Program - St. Francis Medical Center provides prescription medications to persons who have no means to procure those medications. Provision of these medications helps the recipients to recover more quickly from their illnesses, better manage chronic conditions, and avoid costly hospitalizations and interventions. In fiscal year 2018, prescription drugs (valued at $2,300) were provided to 15 low-income, elderly, and/or uninsured individuals. Community Outreach for the Broader Community included Subsidized Health Services - St. Francis is the sole provider for several needed health services in our community. Milnor Clinic is a rural health clinic located in Southeast North Dakota, 40 miles west of Breckenridge. Clinic services are provided to a medically underserved community through a Nurse Practitioner. Approximately 465 patient visits were conducted during fiscal year 2018 at a net cost of $194,869. The Hope Unit provides outpatient psychiatric, psychological, and substance use disorder treatment services to help address the behavioral health needs of the community. Wilkin County has been designated as a mental health provider shortage area, and the Hope Unit staffs the only psychiatrist in the community. Despite these unmet mental health needs, the Hope Unit conducted 3,612 patient encounters during fiscal year 2018 at a net cost of $104,974. St. Francis has also contracted to provide e-psychiatry services in the acute care area for emergency consults. Total Financial Assistance Provided for the Year ended June 30, 2018: $296,443 Total Medicaid Provided for the Year ended June 30, 2018: $919,691 CHI St. Joseph's Children, Albuquerque, New Mexico: Community outreach for the low income included: Home Visiting: This program is the flagship program of SJC providing home visits by trained professionals to expectant moms and families with first born children. SJC utilizes outcomes-based models (First Born, Partners for a Healthy Baby) that have proven results in improving child and family outcomes. The benefits of early intervention and health promotion in maternal and child health are well-documented and have a lifetime Effect. The net benefit provided to the community by this program during fiscal year 2018 was $3,068,672 and included 10,206 contacts. Enhanced Referral: This program operates in conjunction with the Home Visiting program (see above). The Enhanced Referral program provides services to address housing, legal aid, transportation, medical care, access to food, child care, employment, dental care, school re-entry and special needs services. Addressing these underlying social-environmental factors has been shown to impact physical health, emotional/social development, family capacity and functioning. In fiscal year 2018 the enhanced referral program provided a net benefit of $399,106 to the community and resulted in 6,847 community contacts. Miscellaneous Programs: This category covers events sponsored by SJC throughout the year including the SJC Celebration of Babies Event. The net benefit provided to the community by these programs was $28,549 and yielded 900 community contacts. CHI Lakewood Health, Baudette, Minnesota: Community Outreach for the Broader Community included THE FOLLOWING: Lakewood Health sponsors and provides support for development and maintaining an Alzheimer's support group in Lake of the Woods County and surrounding area. Volunteers have come forward to lead the support group and monthly meetings have been established. The meetings are held at Lakewood and refreshments are provided by Lakewood dietary department. An Alzheimer's Association Support Group is a safe place to learn, offer and receive helpful tips, and meet others coping with Alzheimer's disease or another dementia. The atmosphere of an Alzheimer's Association Support Group is one of sharing and caring friendship. The environment is a confidential and non-judgmental place to share ideas, frustrations, anger and joy. Members receive positive reinforcement. Lakewood Health partnered with the Lake of the Woods School to screen all fall, winter and spring sports athletes. The program also extended to the community's youth hockey program. The screening involves a 10-minute baseline test on each athlete looking for any physical or cognitive signs of previous concussion. CHI Lakewood Health, in conjunction with the clinic, developed the Diabetes Resource Center to bring awareness of the chronic disease to the public and provide education for people with diabetes to help them understand and manage their disease. The program is offered in class sessions and encourages self-management and long-term health maintenance. The Diabetes Resource Center offered "PreventT2!--Individuals and Communities Acting Now to Prevent Diabetes" a 16 week program (classes started November 2009 and continue) offered to those who meet screening criteria. The "PreventT2!" program has been adapted from the Diabetes Prevention Program (DPP). The DPP is an evidenced-based lifestyle change program focused on diet and exercise. The original DPP showed a 60% reduction in risk for diabetes when participants made lifestyle changes related to food choices and exercise. Total Financial Assistance Provided for the Year ended June 30, 2018: $50,877 Total Medicaid SHORTFALLS Provided for the Year ended June 30, 2018: $1,176,194 House of Mercy, Des Moines, Iowa: One example of Mercy's commitment to unmet needs exists in the House of Mercy. Initially developed to provide safe and supportive housing for vulnerable women and their children, the House of Mercy is now one of Iowa's largest providers of transitional housing and clinical services for parenting women with addiction. The House of Mercy is dedicated to assisting pregnant, parenting/non-parenting, and adolescent/adult women in developing personal responsibility and independence through counseling, education, and medical care in collaboration with other caring individuals. It is home to 11 vital human service and health care related programs and, on average, houses nearly 170 women and children in the residential treatment program. During their stay, women gain the skills they need to live independently, deal with addiction, overcome the effects of trauma and effectively parent their children. Mercy Medical Center-Centerville: Community Outreach for the Poor included: Senior Transportation. The hospital sponsors a community bus 5 days per week which provides free transportation to medical appointments or general errands for the elderly and others with low income who are unable to drive or have no one to transport them. Other programs included: Medical Eligibility & Counseling Services: Provide dedicated person to assist uninsured and underinsured patient's with links to health care services and government programs. Community Outreach for the Broader Community: Alzheimer's Support Group: Mercy holds a monthly Alzheimer's support group to meet the growing needs of the elderly facing Alzheimer's and those who are providing care to them in the home. The group has both a morning and evening session for the convenience of caregivers. The hospital provided facilities once a week throughout the year to narcotics anonymous, allowing the group a safe and confidential environment to assist and support recovery OF ITS MEMBERS. Mercy was a lead sponsor and participant in the Appanoose County Healthy Kids Fair. The kids fair targeted youth and families promoting good health habits, hygiene, nutrition and exercise for kids. Mercy provided free athletic coverage at community school-sponsored athletic events - football and baseball. Includes screening, evaluating and treating injuries. Total Financial Assistance Provided for the Year ended June 30, 2018: $269,762 |
| Form 990, Part III, Line 4 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | TO FULFILL ITS MISSION, CATHOLIC HEALTH INITIATIVES (CHI), AS A VALUES-DRIVEN ORGANIZATION, ASSURES THE INTEGRITY OF THE MINISTRY BY FOSTERING RESEARCH AND DEVELOPMENT OF NEW MINISTRIES THAT INTEGRATE HEALTH, EDUCATION, PASTORAL AND SOCIAL SERVICES; PROMOTING LEADERSHIP DEVELOPMENT AND FORMATION FOR THE MINISTRY THROUGHOUT THE ORGANIZATION; ADVOCATING FOR SYSTEMIC CHANGES WITH SPECIFIC CONCERN FOR PERSONS WHO ARE POOR, ALIENATED AND UNDERSERVED; AND STEWARDING RESOURCES BY PROVIDING COORDINATED MANAGEMENT AND STRATEGIC PLANNING SERVICES ALONG WITH CENTRALIZED SHARED SERVICES (PAYROLL, H/R, A/P AND PURCHASING) FOR THE CHI NATIONAL HEALTHCARE MINISTRY. CATHOLIC HEALTH INITIATIVES (CHI) IS A NATIONAL NONPROFIT HEALTH ORGANIZATION HEADQUARTERED IN DENVER. CHI'S EXEMPT PURPOSE IS TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND/OR TO CARRY OUT THE RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE CODE, OF CATHOLIC HEALTH CARE FEDERATION, A PUBLIC JURIDIC PERSON WITHIN THE MEANING OF THE CODE OF CANON LAW FOR THE ROMAN CATHOLIC CHURCH, INCLUDING BY SUPPORTING SUCH OTHER CHARITABLE ORGANIZATIONS, THE PURPOSES OF WHICH ARE TO EMBODY THE MISSION OF THE HEALING MINISTRY OF JESUS IN THE CHURCH THROUGH OWNERSHIP, MANAGEMENT, OR GOVERNANCE OF HEALTH MINISTRIES, OR THE SUPPORTING OF CHARITABLE AND RELIGIOUS PROGRAMS OR SERVICES CONSISTENT WITH SUCH PURPOSES, IN KEEPING WITH THE GOSPEL IMPERATIVE. CHI SERVES AS AN INTEGRAL PART OF ITS NATIONAL SYSTEM OF HOSPITALS AND OTHER CHARITABLE ENTITIES, WHICH ARE DESCRIBED AS MARKET-BASED ORGANIZATIONS, OR MBOS. AN MBO IS A DIRECT PROVIDER OF CARE OR SERVICES WITHIN A DEFINED MARKET AREA. TO FURTHER ITS EXEMPT PURPOSE, CHI PROVIDES STRATEGIC PLANNING AND MANAGEMENT SERVICES AS WELL AS CENTRALIZED "SHARED SERVICES" FOR THE MBOS. THE PROVISION OF CENTRALIZED MANAGEMENT AND SHARED SERVICES - INCLUDING AREAS SUCH AS ACCOUNTING, HUMAN RESOURCES, PAYROLL AND SUPPLY CHAIN - PROVIDES ECONOMIES OF SCALE AND PURCHASING POWER TO THE MBOS. THE COST SAVINGS ACHIEVED THROUGH CHI'S CENTRALIZATION ENABLES MBOS TO DEDICATE ADDITIONAL RESOURCES TO DELIVERY OF HIGH-QUALITY HEALTH CARE AND COMMUNITY OUTREACH SERVICES TO THE MOST VULNERABLE MEMBERS OF OUR SOCIETY. THE CHI MISSION AND MINISTRY FUND PROVIDED $5.2 MILLION IN GRANTS (PLUS $4.1 MILLION TO SUPPORT THE RECIPIENTS OF MULTI-YEAR FUNDING) DURING FISCAL YEAR 2018 TO BUILD HEALTHY COMMUNITIES IN THE UNITED STATES AND INTERNATIONALLY. DURING THE PAST 22 YEARS 525 GRANTS HAVE BEEN AWARDED FOR MORE THAN $84 MILLION. SINCE 2009 THE MISSION AND MINISTRY FUND ALLOCATED $22.4 MILLION ($2.9 MILLION IN FISCAL YEAR 2018) IN GRANTS TO REDUCE VIOLENCE IN THE COMMUNITIES CHI SERVES. CHI DIRECTLY INVESTS IN THE COMMUNITIES IT SERVES THROUGH CHI'S DIRECT COMMUNITY INVESTMENT PROGRAM WHICH HAS PROVIDED $54.2 MILLION IN LOW INTEREST LOANS TO ORGANIZATIONS THAT GIVE DISADVANTAGED POPULATIONS ACCESS TO JOBS, HOUSING, EDUCATION AND HEALTH CARE. REPORTING ACROSS THE SYSTEM: THE CHI FAITH-BASED SYSTEM OPERATES IN 18 STATES AND COMPRISES 100 HOSPITALS, INCLUDING TWO ACADEMIC HEALTH CENTERS, MAJOR TEACHING HOSPITALS AS WELL AS 29 CRITICAL-ACCESS FACILITIES; COMMUNITY HEALTH-SERVICES ORGANIZATIONS; ACCREDITED NURSING COLLEGES; HOME-HEALTH AGENCIES; SENIOR LIVING COMMUNITIES; AND OTHER FACILITIES AND SERVICES THAT SPAN THE INPATIENT AND OUTPATIENT CONTINUUM OF CARE. IN FISCAL YEAR 2018, CHI PROVIDED MORE THAN $1.1 BILLION IN FINANCIAL ASSISTANCE AND COMMUNITY BENEFIT FOR PROGRAMS AND SERVICES FOR THE POOR, FREE CLINICS, EDUCATION AND RESEARCH. FINANCIAL ASSISTANCE AND COMMUNITY BENEFIT TOTALED MORE THAN $2.0 BILLION WITH THE INCLUSION OF THE UNPAID COSTS OF MEDICARE. THE HEALTH SYSTEM, WHICH GENERATED OPERATING REVENUES OF $14.98 BILLION IN FISCAL YEAR 2018, HAS TOTAL ASSETS OF APPROXIMATELY $20.6 BILLION. CHI HEALTHCARE FACILITIES PROVIDED 10.9 MILLION PHYSICIAN AND PRACTICE CLINICIAN VISITS, 464,717 ACUTE CARE ADMISSIONS, 2.1 MILLION OUTPATIENT EMERGENCY VISITS, 5.4 MILLION NON-EMERGENCY VISITS AND 1.1 MILLION HOME VISITS. IN ORDER TO SERVE THE CONTINUALLY CHANGING HEALTHCARE NEEDS OF THE COMMUNITIES CHI SERVES CHI IMPLEMENTED CLINICALLY INTEGRATED NETWORKS. A CLINICALLY INTEGRATED NETWORK IS A MODEL OF HEALTH CARE DELIVERY DESIGNED TO PROVIDE BETTER HEALTH RESULTS AND LOWER COSTS THROUGH IMPROVED EFFICIENCY. CHI PARTICIPATES IN 12 CLINICALLY INTEGRATED NETWORKS ACROSS THE COUNTRY, AND THAT NUMBER WILL CONTINUE TO GROW. |
| Form 990, Part VI, Line 16b ADOPTION OF WRITTEN POLICY OR PROCEDURE REGARDING JOINT VENTURES | CATHOLIC HEALTH INITIATIVES (CHI) HAS NOT FORMALLY ADOPTED A WRITTEN POLICY OR WRITTEN PROCEDURE REGARDING JOINT VENTURES. HOWEVER CHI'S SYSTEM-WIDE JOINT VENTURE MODEL OPERATING AGREEMENT INCORPORATES CONTROLS OVER THE VENTURE SUFFICIENT TO ENSURE THAT (1) THE EXEMPT ORGANIZATION AT ALL TIMES RETAINS CONTROL OVER THE VENTURE SUFFICIENT TO ENSURE THAT THE PARTNERSHIP FURTHERS THE EXEMPT PURPOSE OF THE ORGANIZATION; (2) IN ANY PARTNERSHIP IN WHICH THE EXEMPT ORGANIZATION IS A PARTNER, ACHIEVEMENT OF EXEMPT PURPOSES IS PRIORITIZED OVER MAXIMIZATION OF PROFITS FOR THE PARTNERS; (3) THE PARTNERSHIP DOES NOT ENGAGE IN ANY ACTIVITIES THAT WOULD JEOPARDIZE THE EXEMPT ORGANIZATION'S EXEMPTION; AND (4) RETURNS OF CAPITAL, ALLOCATIONS, AND DISTRIBUTIONS MUST BE MADE IN PROPORTION TO THE PARTNERS' RESPECTIVE OWNERSHIP INTERESTS. ANY JOINT VENTURE AGREEMENTS THAT DO NOT CONFORM TO THE MODEL AGREEMENT ARE GENERALLY REVIEWED BY COUNSEL. |
| Form 990, Part VI, Line 12c Conflict of Interest Policy | c. Board Evaluation of Non-Transactional Conflicts i. The Board carefully reviews and scrutinizes any non-transactional conflict of interest (e.g., disclosure of nonpublic information, competition with CHI or a CHI Entity, failure to disclose a corporate opportunity, excessive gifts or entertainment, etc.). ii. In such circumstances, by a majority vote of the disinterested Trustees, the Board takes whatever action is deemed appropriate with respect to the Trustee or Corporate Officer under the circumstances (including possible disciplinary or corrective action) to best protect the interests of CHI or the CHI Entity. The Board is encouraged to consult with the General Counsel of CHI or his or her designee when considering disciplinary or corrective action. iii. The conflicted Trustee or Corporate Officer is not permitted to use his or her personal influence with respect to the conflict matter. However, if requested, such Trustee or Corporate Officer is not prevented from briefly stating his or her position in the matter, nor from answering pertinent questions from Trustees, as his or her knowledge may be relevant. The Trustee or Corporate Officer is excused from the meeting during discussion and vote on the conflict of interest. d. Record of Proceedings: With respect to Board member and Officer conflicts of interest, minutes of the Board are expected to reflect the identity of the individual making the disclosure, the nature of the disclosure, discussion regarding any proposed transaction, the decision made by the Board, and that the interested Trustee or Corporate Officer was excused during the discussion, and that the interested Trustee abstained from voting. D. Conflicts Reporting: All conflicts of interest are reported by CHI as required by law, regulations, and CHI policy. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | Catholic Health Initiatives' BOARD OF STEWARDSHIP TRUSTEES DOES HAVE AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE BOARD CHAIRPERSON, THE CHAIRPERSON-ELECT, VICE-CHAIRPERSON, AND UP TO THREE ADDITIONAL TRUSTEES APPOINTED BY THE BOARD OF STEWARDSHIP TRUSTEES. EXCEPT AS OTHERWISE PROVIDED BY LAW, THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE SUCH POWERS AS MAY BE DELEGATED TO IT BY THE BOARD OF STEWARDSHIP TRUSTEES. ADDITIONALLY, THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE ITS POWERS TO TRANSACT ROUTINE BUSINESS OF THE CORPORATION IN THE INTERIM PERIOD BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD OF STEWARDSHIP TRUSTEES, PROVIDED THAT SUCH ACTIONS TAKEN ARE CONSISTENT WITH AND NOT CONFLICT WITH ANY ACTIONS OR POLICIES OF THE BOARD OF STEWARDSHIP TRUSTEES, THE BYLAWS, OR APPLICABLE LAW. THE EXECUTIVE COMMITTEE KEEPS REGULAR MINUTES OF ITS PROCEEDINGS AND REPORTS THE SAME TO THE BOARD OF STEWARDSHIP TRUSTEES ITS NEXT REGULAR OR ANNUAL MEETING. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | FORM 990 INSTRUCTIONS DEFINE A "MEMBER" AS ANY PERSON WHO, PURSUANT TO A PROVISION OF THE ORGANIZATION'S GOVERNING DOCUMENTS OR APPLICABLE STATE LAW, HAS THE RIGHT TO... "APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY" OR TO... "RECEIVE A SHARE OF THE ORGANIZATION'S PROFITS OR EXCESS DUES OR A SHARE OF THE ORGANIZATION'S NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION". THE CORPORATION WAS FOUNDED BY RELIGIOUS INSTITUTES OF THE ROMAN CATHOLIC CHURCH. THOSE RELIGIOUS INSTITUTES OF THE ROMAN CATHOLIC CHURCH THAT AGREE TO ACCEPT THE MISSION AND VISION OF THE ORGANIZATION AND MEET CERTAIN OTHER REQUIREMENTS ESTABLISHED BY THE BOARD OF STEWARDSHIP TRUSTEES, AND WHO ARE APPROVED BY A 2/3 VOTE OF THE BOARD OF STEWARDSHIP TRUSTEES, HAVE "PARTICIPATING CONGREGATION" RIGHTS AND DUTIES UNDER THE BYLAWS OF THE ORGANIZATION. PARTICIPATING CONGREGATIONS HAVE THE RIGHT TO APPROVE SUBSTANTIAL CHANGES TO THE MISSION AND PHILOSOPHICAL DIRECTION OF THE ORGANIZATION, APPROVE AMENDMENTS TO THE ARTICLES AND BYLAWS AFFECTING ANY PROVISION GOVERNING THE QUALIFICATIONS, RIGHTS OR RESPONSIBILITIES OF THE PARTICIPATING CONGREGATIONS, SELECT AND REMOVE A PERSON WHO REPRESENTS THAT PARTICIPATING CONGREGATION IN EXERCISING ITS RIGHTS AND DUTIES, PARTICIPATE IN THE DISTRIBUTION OF ASSETS UPON THE DISSOLUTION OF THE ORGANIZATION, PARTICIPATE IN ORGANIZATIONAL ADVOCACY EFFORTS, ENCOURAGE MEMBERS OF THE PARTICIPATING CONGREGATIONS TO PARTICIPATE IN THE MINISTRIES SPONSORED BY THE ORGANIZATION, AND PARTICIPATE THROUGH THEIR REPRESENTATIVES IN MEETINGS HELD AT LEAST ONCE A YEAR WITH THE BOARD OF STEWARDSHIP TRUSTEES. (SECTION 3.1.1 OF THE BYLAWS OF CATHOLIC HEALTH INITIATIVES.) |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | FORM 990 INSTRUCTIONS INDICATE THAT AN ORGANIZATION MUST ANSWER "YES" IF AT ANY TIME DURING THE ORGANIZATION'S TAX YEAR, THERE WERE ONE OR MORE PERSONS WHO HAD THE RIGHT TO APPROVE OR RATIFY DECISIONS OF THE ORGANIZATION'S GOVERNING BODY SUCH AS APPROVAL OF THE GOVERNING BODY'S DECISION TO DISSOLVE THE ORGANIZATION. THE CORPORATION WAS FOUNDED BY RELIGIOUS INSTITUTES OF THE ROMAN CATHOLIC CHURCH. THOSE RELIGIOUS INSTITUTES OF THE ROMAN CATHOLIC CHURCH THAT AGREE TO ACCEPT THE MISSION AND VISION OF THE ORGANIZATION AND MEET CERTAIN OTHER REQUIREMENTS ESTABLISHED BY THE BOARD OF STEWARDSHIP TRUSTEES, AND WHO ARE APPROVED BY A 2/3 VOTE OF THE BOARD OF STEWARDSHIP TRUSTEES HAVE PARTICIPATING CONGREGATION RIGHTS AND DUTIES UNDER THE BYLAWS OF THE ORGANIZATION. PARTICIPATING CONGREGATIONS HAVE THE RIGHT TO APPROVE SUBSTANTIAL CHANGES TO THE MISSION AND PHILOSOPHICAL DIRECTION OF THE ORGANIZATION, APPROVE AMENDMENTS TO THE ARTICLES AND BYLAWS AFFECTING ANY PROVISION GOVERNING THE QUALIFICATIONS, RIGHTS OR RESPONSIBILITIES OF THE PARTICIPATING CONGREGATIONS, SELECT AND REMOVE A PERSON WHO REPRESENTS THAT PARTICIPATING CONGREGATION IN EXERCISING ITS RIGHTS AND DUTIES, PARTICIPATE IN THE DISTRIBUTION OF ASSETS UPON THE DISSOLUTION OF THE ORGANIZATION, PARTICIPATE IN ORGANIZATIONAL ADVOCACY EFFORTS, ENCOURAGE MEMBERS OF THE PARTICIPATING CONGREGATIONS TO PARTICIPATE IN THE MINISTRIES SPONSORED BY THE ORGANIZATION, PARTICIPATE THROUGH THEIR REPRESENTATIVES IN MEETINGS HELD AT LEAST ONCE A YEAR WITH THE BOARD OF STEWARDSHIP TRUSTEES. (SECTION 3.1.1 OF THE BYLAWS OF CATHOLIC HEALTH INITIATIVES). |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE CATHOLIC HEALTH INITIATIVES FORM 990 IS REVIEWED BY THE (CHI) VICE PRESIDENT, LEGAL - TRANSACTIONS AND TAX, AND RELEVANT SECTIONS OF THE RETURN ARE ALSO REVIEWED BY VARIOUS INDIVIDUALS INCLUDING THE CHI NATIONAL Vice President Human Resources, AND CHI National Director Executive Compensation. AFTER INCORPORATING ANY CHANGES RESULTING FROM THESE REVIEWS, THE FORM 990 IS PROVIDED TO THE CHI BOARD OF STEWARDSHIP TRUSTEES THROUGH THE ELECTRONIC BOARD PACKET PRIOR TO FILING THE RETURN. UPON RECIPT OF APPROVAL AND SIGNATURE FROM THE SENIOR EXECUTIVE VICE PRESIDENT CORPORATE AFFAIRS AND CHIEF LEGAL OFFICER, THE VICE PRESIDENT, LEGAL - TRANSACTIONS AND TAX FILES THE FINAL FORM 990 AS PROVIDED TO THE BOARD, MAKING ANY NON-SUBSTANTIVE CHANGES NECESSARY IN ORDER TO EFFECT E-FILING. ANY SUCH CHANGES ARE NOT RE-SUBMITTED TO THE BOARD. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Catholic Health Initiatives ("CHI") has a Conflicts of Interest ("COI") policy (the "Policy") in place to maintain the integrity of its activities. The Policy applies to the following Persons: members of the CHI Board of Stewardship Trustees and its committees; members of any CHI direct affiliate or subsidiary (each a CHI Entity) board and their committees; employees of CHI Entities, and all CHI Researchers (as defined in the policy). Disclosure, review and management of perceived, potential or actual conflicts of interest are accomplished through a defined COI disclosure review process. A. Disclosure Obligations: 1. Ongoing: Each Person is required to promptly and fully disclose to his/her direct manager, supervisor, medical staff office, board or board committee chair any situation or circumstance that may create a conflict of interest. The Person must disclose the actual or potential conflict as soon as she/he becomes aware of it. In any situation in which the person is in doubt it is expected that full disclosure be made to permit an impartial and objective determination as to the existence of a conflict. 2. Periodic Written - In addition to the ongoing disclosure obligation, periodic written conflict of interest disclosure Forms must be completed as follows: A) Initially: 1) Upon Hiring (Employees), 2) Appointment (Board / Committee members), 3) Upon consideration of affiliation with research sponsor (Researchers) B) Annually: 1) Board / committee members 2) Employees at the level vice president or above 3) Researchers 4) Supply Chain Employees at the level of vice president and above and those employees involved in contracting regardless of employment level 5) Other employees as determined by CHI leadership. 3. Failure to Disclose - An individual who fails to disclose a perceived, potential, or actual conflict of interest, or all material facts surrounding an actual or potential conflict or fails to abide by the final decision regarding the conflict may be subject to disciplinary or corrective actions such as termination of employment, removal from a board or committee, loss or restriction of clinical privileges, or restrictions on research activities in accordance with applicable laws, regulations, rules, contracts, and bylaws, etc. B. Conflicts Review: 1. No disclosed Conflicts - In the absence of perceived, potential or actual conflicts of interest, no follow-up conflicts review is required or performed. 2. Disclosure of perceived, potential or actual conflicts - a. Are initially reviewed by national or regional legal or corporate responsibility team members (depending upon the role of the individual disclosing the actual or potential conflict) to determine whether an actual or potential for a conflict may exist. b. If it is determined that a potential or actual conflict may exist, i. In the case of Board or Committee Members or Officers, issues are elevated to the Executive Committee of the Board or Board Chair. ii. In the case of other Persons, conflicts issues are elevated to the Conflicts of Interest Review Committee ("C-CIRC"). C. Conflicts Determination and Management: 1. Matters elevated to C-CIRC - a. The C-CIRC determines whether a disclosed or otherwise identified interest is a conflict of interest. If the C-CIRC determines that a COI exists, and adequate controls are not in place to mitigate the conflict, the C-CIRC facilitates development of a COI management plan designed to mitigate the conflict. Designated CHI Entity staff are responsible for monitoring the COI management plan and for documenting monitoring activities. Notwithstanding the foregoing, at its sole discretion, a CHI Entity may reject a Person's request to enter into the relationship in question, or require the relationship be sufficiently altered to avoid a potential conflict of interest. b. Appeal - If a Person does not agree with a determination made by the C-CIRC, its interpretation of the COI Policy, still seeks an exemption or exception, or seeks further clarification of the C-CIRC's decision, the individual may appeal the decision through his or her manager for reconsideration by the C-CIRC, and the C-CIRC will review and issue a final determination based upon any new or additional information presented. 2. Matters elevated to the Executive Committee or Board Chair - a. Determination of existence of Conflict - i. The Board Chair or his or her designee performs any further investigation of any conflict of interest disclosures as he or she may deem appropriate. If the conflict involves the Board Chair, the Vice Chair assumes the Chair's role outlined in the COI Policy. Based on review and evaluation of the relevant facts and circumstances, the Board Chair makes an initial determination as to whether a conflict of interest exists and whether, pursuant to the COI Policy, review and approval or other action by the Board is required. A written record of the Board Chair's determination, including relevant facts and circumstances, is made. The Board Chair then makes an appropriate report to the Executive Committee of the Board concerning the COI review, evaluation and determination. If a difference of opinion exists between the Board Chair and another Trustee as to whether the facts and circumstances of a given situation constitute a conflict of interest or whether Board review and approval or other action is required under the COI Policy, the matter is submitted to the Board's Executive Committee, which makes a final determination as to the matter presented. That determination, including relevant facts and circumstances, is reflected in the Executive Committee minutes and is reported to the Board. b. Board Evaluation of Transactions involving an Officer / Board Member Conflict of Interest - i. The Board carefully scrutinizes and must in good faith approve or disapprove any transaction in which CHI or a CHI Entity is a party and in which the Trustee or a Corporate Officer either: 1. Has a material financial interest; or 2. Is a Trustee or Corporate Officer of the other party (other than a CHI-affiliated organization). ii. The Board must approve the transaction by a majority of the Trustees on the Board, (not counting any interested trustee). In reviewing such transactions between CHI or CHI Entities and vendors or other contractors who are, or are affiliated with, Trustees or Corporate Officers, the Board acts no more or less favorably than it would in reviewing transactions with unrelated third parties. The transaction is not approved unless the Board determines that the transaction is fair to CHI or the CHI Entity. iii. A conflicted Trustee or Corporate Officer is not permitted to use his or her personal influence with respect to the approval or disapproval of the conflicted transaction. However, if requested, such Trustee or Corporate Officer is not prevented from briefly stating his or her position in the matter, nor from answering pertinent questions from Trustees, as his or her knowledge may be relevant. The Trustee or Corporate Officer is excused from the meeting during discussion and vote on the conflict of interest. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | Catholic Health Initiatives (CHI) has a defined compensation philosophy. Both the executive and non-executive compensation structures and ranges are reviewed annually in comparison to market data. CHI uses The Korn Ferry Hay Group as the independent third party to assess executive compensation programs and to ensure the reasonableness of actual salaries and total compensation packages. Compensation of the senior most executives is reviewed annually. The Korn Ferry Hay Group reviews both cash and total compensation for overall reasonableness, for adherence to CHI's compensation philosophy, and for comparability to the not-for-profit healthcare market. This independent review is delivered by the Korn Ferry Hay Group to the HR committee of the CHI Board of Stewardship Trustees annually at their September meeting and minutes are shared with the full board. The last review was September 11, 2017. In addition, Korn Ferry Hay Group completed a comprehensive review of all positions at the level of vice president and above in the fall of 2014 to determine and validate appropriate compensation levels. These levels have been reviewed annually since and revised based on market data, where applicable. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | SEE NARRATIVE FOR FORM 990, PART VI, SECTION B, LINE 15A. |
| Form 990, Part VI, Line 19 Required documents available to the public | CATHOLIC HEALTH INITIATIVES' ARTICLES OF INCORPORATION ARE AVAILABLE ON THE COLORADO SECRETARY OF STATE WEBSITE. CATHOLIC HEALTH INITIATIVES' CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE CHI WEBSITE AT WWW.CATHOLICHEALTHINITIATIVES.ORG. CATHOLIC HEALTH INITIATIVES' BYLAWS AND CONFLICT OF INTEREST POLICY ARE NOT PUBLICLY AVAILABLE. |
| Form 990, Part VII, Section A EXPLANATION OF REASONABLE EFFORTS TO OBTAIN RELATED ORGANIZATION COMP | AN ORGANIZATION IS NOT REQUIRED TO REPORT COMPENSATION FROM A RELATED ORGANIZATION TO A PERSON LISTED ON FORM 990, PART VII, SECTION A IF THE ORGANIZATION IS UNABLE TO SECURE THE INFORMATION ON COMPENSATION PAID BY A RELATED ORGANIZATION AFTER MAKING A REASONABLE EFFORT TO OBTAIN IT. IN THAT CASE, THE ORGANIZATION SHALL REPORT THE EFFORTS UNDERTAKEN ON SCHEDULE O. CATHOLIC HEALTH INITIATIVES (CHI) BELIEVES THAT IT HAS FULLY DISCLOSED ALL COMPENSATION PAID BY RELATED ORGANIZATIONS TO THE INDIVIDUALS LISTED ON SCHEDULE J. HOWEVER, IN THE EVENT THAT ANY RELATED PARTY COMPENSATION HAS BEEN INADVERTENTLY EXCLUDED, CHI OFFERS THE FOLLOWING INFORMATION CONCERNING REASONABLE EFFORTS: CHI PERFORMED A COMPREHENSIVE REVIEW OF THE COMPENSATION PAID BY EACH ORGANIZATION WITHIN THE CHI FAMILY AS FOLLOWS: EACH CHI LEGAL ENTITY PROVIDED A LIST OF ITS OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND ESTIMATED TOP TEN HIGHEST PAID EMPLOYEES. THIS INFORMATION WAS PROVIDED TO VARIOUS DEPARTMENTS INCLUDING, CHI'S CENTRALIZED ACCOUNTS PAYABLE SERVICE CENTER, CENTRALIZED PAYROLL CENTER AND BENEFITS COORDINATOR. EACH DEPARTMENT PROVIDED A REPORT REFLECTING THE AMOUNT PAID TO EACH REPORTABLE INDIVIDUAL BY PAYOR-ENTITY. EACH REPORTABLE INDIVIDUAL RECEIVED A REPORT REFLECTING that individual's COMPENSATION AS IT WILL BE REPORTED ON THE FORM 990 (INCLUDING COMPENSATION PAID BY RELATED ORGANIZATIONS) AND WERE ASKED TO VERIFY THE ACCURACY OF THE INFORMATION. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Other Miscellaneous Revenue - Total Revenue: 737728, Related or Exempt Function Revenue: , Unrelated Business Revenue: 78978, Revenue Excluded from Tax Under Sections 512, 513, or 514: 658750; |
| Form 990, Part IX, Line 11g Other Fees | Purchased Services - Total Expense: XXX-XX-XXXX, Program Service Expense: 76723070, Management and General Expenses: XXX-XX-XXXX, Fundraising Expenses: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Capital Resource Pool Contributions - 87418594; Equity Transfers to/from affiliates - -XXX-XX-XXXX; Pension Adjustment - 95815740; Returned Grants - 2025604; Dissolution of CHI PSO, LLC - 39406; |
| FORM 990, PART III, LINE 4 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS CONTINUATION | CHI St. Alexius Health Devil's Lake Hospital, Devils Lake, North Dakota: Community Outreach for the Poor included: medical eligibility and counseling services to provide dedicated person to assist uninsured and underinsured patient's with links to health care services and government programs. Other programs included a variety of education programs FOR the community at large for reduced or no charge to the recipient. Programs include: prepared childbirth, grief issues, unsafe lifestyle choices, advance directives, women's health, suicide prevention, strength training, and participation in many community health fairs. Cardiac recovery for the post cardiac patient is a goal of Mercy Hospital's cardiac exercise program maintained by the Cardiac Rehab Department. All cardiac patients under the care of Mercy Hospital's medical staff are eligible for our exercise program for a nominal monthly fee. Other patients with specific disease states are also eligible for this service and routinely participate. The incidence of pediatric admissions, particularly for newborns, has been reduced by the home breast feeding instruction program originally funded by the Sisters of Mercy of Omaha. The "Baby and I" program provides in-house instruction to mothers on the benefits of and proper techniques for breast-feeding. Follow up visits at home with the mother are conducted to provide assurance and continuity of care to the mother and infant. A support group also meets weekly to provide further support and enhance the benefits of breast-feeding. Total Financial Assistance Provided for the Year ended June 30, 2018: $497,994 CHI Franciscan Health St Elizabeth Hospital, Enumclaw, Washington: CHI Franciscan opens our facilities and hosts numerous groups and classes with donated space and classes open to all in our communities. CHI Franciscan sponsors support groups around grief, heart failure, stroke, cancer, substance use recovery, and more. CHI Franciscan provides significant financial contributions to non-profit organizations in our community that promote the health and well-being of our communities. This includes major participation and sponsorship in the American Heart Association, Bras for a Cause at St Elizabeth Hospital, Relay for Life and more. All CHI Franciscan facilities participate in and contribute to our local United Way affiliates to achieve their goal of supporting residents. Total Financial Assistance Provided for the Year ended June 30, 2018: $476,883 CHI St. Gabriel's Health, Little Falls, Minnesota: Community Outreach for the Poor included: Translation Services - One area that has shown continued growth as the community has become more diverse, has seen the increased need for translation services. In 2010, the amount spent for providing translation services was approximately $8,500, which has increased to approximately $28,387 in 2013 (an increase of over 300%) and was $30,629 (nearly 400% since 2010) in FY 2014 and slightly decreased to $24,473 in FY2015. In FY2017, the amount was $35,265. In FY2018, the amount was $29,389. Other programs included: Community Financial Application Assistance - UNITY FAMILY HEALTHCARE financial assistance counselors assist individuals in filling out the paperwork to acquire financial assistance in paying for their medical bills. In 2018 the total number of individuals who received this assistance was 870 and the dollar value of this assistance was $81,563. The amount of assistance has been increasing due to a number of factors influencing their ability to pay their medical bills. Total Financial Assistance Provided for the Year ended June 30, 2018: $733,086 Total Medicaid Provided for the Year ended June 30, 2018: $489,266 CHI St. Vincent Morrilton, Morrilton, Arkansas: Community outreach for the poor included: Vincent Morrilton provides free medications to patients in need at discharge. St. Vincent Morrilton also donated food packets and meals for those who could not afford TO PURCHASE FOOD. St. Vincent Morrilton regularly participates in community outreach health fair for local business in the area. The senior center also holds a health fair for members of the community. St. Vincent Morrilton provided blood glucose checks and various information regarding services at the hospital. Typically, this event reaches about 200 people each year. St. Vincent Morrilton offers a program that provides assistance with legal issues that impact health, in partnership with AR Legal Aid. In fiscal year 2018 this program served 99 persons form the greater Morrilton area. In addition, St. Vincent Morrilton also offers financial counseling and services. Total Financial Assistance Provided for the Year ended June 30, 2018: $1,124,509 Total Medicaid Provided for the Year ended June 30, 2018: $4,265,982 |
| FORM 990, PART III, LINE 4 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS CONTINUATION | CHI St. Joseph's Health, Park Rapids, Minnesota: Community Outreach for the Poor included: Our Community Dental Clinic provides dental care to the publicly funded populations throughout north central Minnesota. This past year, they provided 6,091 dental visits. The "Give Kids a Smile" day provided oral screening, fluoride varnish, and dental education to 65 children. Other programs included: * Our Family Home Visiting Program (ebhv) addresses the needs of at-risk mothers, children, and families living in our county. The program includes prenatal education, parenting education and support. The Temporary Assistance for Needy Families and Evidence Based Home Visiting Grants provide support for this programming, and CHI St. Joseph's Health provides the oversight of the grants and the additional funding for this program. CHI St. Joseph's Health has worked to expand the number of families served through the TANF and EBHV program which focuses on parenting, family violence prevention and child abuse prevention, using an evidence-based curriculum. Weekly home visits are made to at-risk families by a trained family home visitor to provide parenting education. Families are visited until the child reaches three years of age. * Annual flu shot clinics are provided to area businesses, and we provide free flu immunizations to qualifying children at area schools. Through Child and Teen Checkup outreach, we provide referrals for families in need of low or no-cost childhood immunizations. * CHI St. Joseph's Health provides outreach to uninsured individuals in our service area. We assist them in the enrollment to Minnesota Care or make referrals for other insurance services. CHI St. Joseph's Health has been certified as an MNCAA agent (Minnesota Community Application Agent) since 2010 to help assist eligible patients with their Medical Assistance applications. * CHI St. Joseph's Health will pay the cost of transportation home from the emergency department or the hospital to individuals that have no options for a ride home. * CHI St. Joseph's Health provides mammograms at no cost to eligible women enrolled in the Sage Program through the Minnesota Department of Health. Total Financial Assistance Provided for the Year ended June 30, 2018: $293,178 Total Medicaid Provided for the Year ended June 30, 2018: $223,433 CHI St. Anthony Hospital, Pendleton, Oregon: Community Outreach for the Poor included: * Care Rides: SAH collaborates with the City of Pendleton by paying for one quarter of the cost of transportation for low-income patients in the community. This is to help ensure that this population has easy access to health care. Without it over three thousand rides would not have been provided, and many may have hesitated to address their needs in a timely manner, increasing the cost of care for all. * Salvation Army Meals: SAH partners with the Salvation Army and other faith community members to provide meals for the poor at the Salvation Army facility. Approximately 23 thousand meals are served at this site annually. Although the economy continues to improve, and the number of meals needed have slowly dissipated over the years the need is still great. For many households the noon sALVATION aRMY meal that is provided is the only real substance that they get throughout the day. * Pioneer Relief Nursery (prn). SAH provides supplies, utilities and free space for Pioneer Relief Nursery. The nursery provides respite childcare and training to parents who have challenges with childcare (which is a chronic unmet need). Its goal is to prevent child abuse and neglect in Umatilla County through intensive family support. They address the cycle of child abuse and neglect by providing therapeutic early childhood classrooms, parenting education, planned respite and comprehensive family support. PRN utilizes research-based strategies to help families build skills to cope with the stresses of raising children in families with risk factors such as poverty, substance abuse, domestic violence and isolation. Community Outreach for the Broader Community included: * Hospice Care: St. Anthony Hospice, as a part of its care of the terminally ill and their families, provides training and support of hospice volunteers. It also provides bereavement follow up and grief support groups for those grieving the loss of a loved one. * Flu Shot Clinic: SAH provides flu shots free to the public each fall. This service helps prevent possible flu epidemics, which could lead to compromised health problems and or death. * Childbirth Class Series: SAH provideS five-week series, offered six times a year. These classes cover all kinds of issues surrounding childbirth including breathing techniques, pain management, vaginal birth, and cesarean birth. They can help prepare parents for many aspects of childbirth: for the changes that pregnancy brings, for labor and delivery, and for parenting once your baby is born. These are the only classes of this kind offered in the area. Participants often come from outside the immediate area to take the classes. Total Financial Assistance Provided for the Year ended June 30, 2018: $752,765 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CHI HOUSING INITIATIVES LLC | |||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 463867953 | RESIDENTIAL REAL ESTATE RENTALS | CO | $435,436 | $10,563,736 | CHI |
| CHI PATIENT SAFETY ORGANIZATION LLC | |||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 471682623 | PATIENT SAFETY PROGRAMS | CO | $0 | $0 | CHI |
| CATHOLIC HEALTH INITIATIVES PHYSICIAN SERVICES LLC | |||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 462945938 | PRACTICE MANAGEMENT SERVICES | CO | $122,116,611 | $0 | CHI |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (186 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALEGENT CREIGHTON CLINIC | ||||||||||
| 12809 W DODGE RD | OMAHA | NE | 68154 | 470765154 | HEALTHCARE | NE | 501(c)(3) | 3 | ACH | Yes (true) |
| ALEGENT CREIGHTON HEALTH | ||||||||||
| 12809 W DODGE RD | OMAHA | NE | 68154 | 470757164 | HEALTHCARE | NE | 501(c)(3) | 3 | CHI NEBRASKA | Yes (true) |
| ALEGENT CREIGHTON HEALTH FOUNDATION | ||||||||||
| 12809 W DODGE RD | OMAHA | NE | 68154 | 470648586 | FUNDRAISING | NE | 501(c)(3) | 7 | ACH | Yes (true) |
| ALEGENT HEALTH - BERGAN MERCY HEALTH SYSTEM | ||||||||||
| 7500 MERCY RD | OMAHA | NE | 68124 | 470484764 | HEALTHCARE | NE | 501(c)(3) | 3 | CHI NEBRASKA | Yes (true) |
| ALEGENT HEALTH - COMMUNITY MEMORIAL HOSPITAL OF MISSOURI VALLEY IA | ||||||||||
| 631 N 8TH ST | MISSOURI VALLEY | IA | 51555 | 420776568 | HEALTHCARE | IA | 501(c)(3) | 3 | CHI NEBRASKA | Yes (true) |
| ALEGENT HEALTH - IMMANUEL MEDICAL CENTER | ||||||||||
| 6901 N 72ND ST | OMAHA | NE | 68122 | 470376615 | HEALTHCARE | NE | 501(c)(3) | 3 | CHI NEBRASKA | Yes (true) |
| ALEGENT HEALTH - MEMORIAL HOSPITAL SCHUYLER | ||||||||||
| 104 W 17TH ST | SCHUYLER | NE | 68661 | 470399853 | HEALTHCARE | NE | 501(c)(3) | 3 | CHI NEBRASKA | Yes (true) |
| ALEGENT HEALTH - MERCY HOSPITAL CORNING IOWA | ||||||||||
| PO BOX 368 | CORNING | IA | 50841 | 420782518 | HEALTHCARE | IA | 501(c)(3) | 3 | CHI NEBRASKA | Yes (true) |
| ALVERNA APARTMENTS | ||||||||||
| 300 SE 8TH AVE | LITTLE FALLS | MN | 56345 | 411351177 | LTERM CARE | MN | 501(c)(3) | 10 | CHI | Yes (true) |
| APPLETREE COURT | ||||||||||
| 601 OAK ST | BRECKENRIDGE | MN | 56520 | 411850500 | SENIOR LIVING | MN | 501(c)(3) | 10 | SFH | Yes (true) |
| BAYLOR ST LUKE'S HEALTH VENTURES | ||||||||||
| 17200 ST LUKES WAY STE 170 | THE WOODLANDS | TX | 77384 | 274499340 | PHYSICIANS | TX | 501(c)(3) | Type I | SLCHS | Yes (true) |
| BAYLOR ST LUKE'S MEDICAL GROUP | ||||||||||
| 6624 FANNIN ST STE 1100 | HOUSTON | TX | 77030 | 760458535 | PHYSICIANS | TX | 501(c)(3) | 3 | SLHS | Yes (true) |
| BELLEVILLE ST JOSEPH HEALTH CENTER | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 274005511 | HEALTHCARE | TX | 501(c)(3) | 3 | SHSC | Yes (true) |
| BISHOP DRUMM RETIREMENT CENTER | ||||||||||
| 5837 Winwood Dr | Johnston | IA | 50131 | 420725196 | LTERM CARE | IA | 501(c)(3) | 10 | CHI-IA CORP | Yes (true) |
| BORNEMANN HEALTHCARE CORPORATION | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 232187242 | HEALTHCARE | CO | 501(c)(3) | Type I | CHI | Yes (true) |
| BRAZOSPORT HEALTH FOUNDATION INC | ||||||||||
| 1 West Way Ct | LAKE JACKSON | TX | 77566 | 760080110 | FUNDRAISING | TX | 501(c)(3) | Type I | BRHS | Yes (true) |
| BRAZOSPORT REGIONAL PHYSICIAN SERVICES | ||||||||||
| 100 MEDICAL DRIVE | LAKE JACKSON | TX | 77566 | 800240261 | HEALTHCARE | TX | 501(c)(3) | 3 | BRHS | Yes (true) |
| BURLESON ST JOSEPH HEALTH CENTER | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742759890 | HEALTHCARE | TX | 501(c)(3) | 3 | SJSC | Yes (true) |
| BURLESON ST JOSEPH MANOR | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742913931 | HEALTHCARE | TX | 501(c)(3) | 10 | SJSC | Yes (true) |
| CARRINGTON HEALTH CENTER | ||||||||||
| 800 N 4TH ST | CARRINGTON | ND | 58421 | 450227311 | HEALTHCARE | ND | 501(c)(3) | 3 | CHI | Yes (true) |
| CATHOLIC HEALTH INITIATIVES - COLORADO | ||||||||||
| 9100 East Mineral Circle | Centennial | CO | 80112 | 840405257 | HEALTHCARE | CO | 501(c)(3) | 3 | CHI | Yes (true) |
| CATHOLIC HEALTH INITIATIVES - IOWA CORP | ||||||||||
| 1111 6TH AVE | DES MOINES | IA | 50314 | 420680448 | HEALTHCARE | IA | 501(c)(3) | 3 | CHI | Yes (true) |
| CATHOLIC HEALTH INITIATIVES COLORADO FOUNDATION | ||||||||||
| 1150 Kelly Johnson Blvd 204 | COLORADO SPRINGS | CO | 80920 | 840902211 | FUNDRAISING | CO | 501(c)(3) | 7 | CHIC | Yes (true) |
| CATHOLIC HEALTH INITIATIVES NATIONAL FOUNDATION | ||||||||||
| 1150 Kelly Johnson Blvd 204 | COLORADO SPRINGS | CO | 80920 | 270930004 | FUNDRAISING | CO | 501(c)(3) | Type I | CHI | Yes (true) |
| CATHOLIC HEALTH INITIATIVES VIRTUAL HEALTH SERVICES | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 460992796 | HEALTHCARE | CO | 501(c)(3) | Type I | CHINS | Yes (true) |
| CENTENNIAL MEDICAL GROUP INC | ||||||||||
| 2700 STEWART PKWY | ROSEBURG | OR | 97471 | 263946191 | PHYSICIANS | OR | 501(c)(3) | 10 | MMC | Yes (true) |
| CENTRAL KANSAS MEDICAL CENTER | ||||||||||
| 3515 BROADWAY | GREAT BEND | KS | 67530 | 480543724 | SURGERY CENTER | KS | 501(c)(3) | 3 | CHI | Yes (true) |
| CHI HEALTH CONNECT AT HOME - FARGO | ||||||||||
| 4816 AMBER VALLEY PKWY S | FARGO | ND | 58104 | 271966847 | HEALTHCARE | ND | 501(c)(3) | 10 | CHI | Yes (true) |
| CHI INSTITUTE FOR RESEARCH AND INNOVATION | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 271050565 | HEALTHCARE | CO | 501(c)(3) | Type I | CHI | Yes (true) |
| CHI KENTUCKY INC | ||||||||||
| 3900 OLYMPIC BLVD STE 400 | ERLANGER | KY | 41018 | 202741651 | HEALTHCARE | KY | 501(c)(3) | Type I | CHI | Yes (true) |
| CHI LIVING COMMUNITIES | ||||||||||
| 5942 RENAISSANCE PLACE STE A | TOLEDO | OH | 43623 | 341892096 | HEALTHCARE | OH | 501(c)(3) | Type II | SFH | Yes (true) |
| CHI Memorial Hospital - Georgia | ||||||||||
| 100 GROSS CRESCENT CIRCLE | FORT OGLETHORPE | GA | 30742 | 822748395 | HEALTHCARE | GA | 501(c)(3) | 3 | MHCS | Yes (true) |
| CHI NATIONAL HOME CARE | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 451261716 | HEALTHCARE | CO | 501(c)(3) | 10 | CHI NS | Yes (true) |
| CHI NATIONAL SERVICES | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 452532084 | HEALTHCARE | CO | 501(c)(3) | Type I | CHI | Yes (true) |
| CHI NEBRASKA | ||||||||||
| 12809 West Dodge Road | Omaha | NE | 68510 | 363233121 | HEALTHCARE | NE | 501(c)(3) | Type I | CHI | Yes (true) |
| CHI ST JOSEPH CHILDREN'S HEALTH | ||||||||||
| 1929 LINCOLN HWY E STE 150 | LANCASTER | PA | 17602 | 232342997 | HEALTHCARE | PA | 501(c)(3) | Type I | CHI | Yes (true) |
| CHI ST JOSEPH'S CHILDREN | ||||||||||
| 1516 5TH ST NW | ALBUQUERQUE | NM | 87102 | 710897107 | COMMUNITY | NM | 501(c)(3) | Type I | CHI | Yes (true) |
| CHI ST LUKE'S HEALTH BAYLOR COLLEGE OF MEDICINE MEDICAL CENTER | ||||||||||
| 6624 FANNIN ST 1100 | HOUSTON | TX | 77030 | 741161938 | HEALTHCARE | TX | 501(c)(3) | 3 | SLHS | Yes (true) |
| CHI ST VINCENT HOSPITAL HOT SPRINGS | ||||||||||
| 300 WERNER ST | HOT SPRINGS | AR | 71913 | 710236913 | HEALTHCARE | AR | 501(c)(3) | 3 | CHISVHS | Yes (true) |
| CHI ST VINCENT HOT SPRINGS | ||||||||||
| 300 WERNER ST | HOT SPRINGS | AR | 71913 | 261125064 | HOLDING CO | AR | 501(c)(3) | Type II | SVIMC | Yes (true) |
| CHI ST VINCENT MEDICAL GROUP HOT SPRINGS | ||||||||||
| 300 WERNER ST | HOT SPRINGS | AR | 71913 | 261125131 | HEALTHCARE | AR | 501(c)(3) | 3 | CHISVHS | Yes (true) |
| COMMONSPIRIT HEALTH | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 470617373 | HEALTHCARE | CO | 501(c)(3) | Type I | NA | Yes (true) |
| COMMUNITY LIMITED CARE DIALYSIS CENTER | ||||||||||
| 619 OAK ST ACCOUNTING-3 W | CINCINNATI | OH | 45206 | 237419853 | HOLDING CO | OH | 501(c)(4) | GSH | Yes (true) | |
| COMMUNITY MEMORIAL HOSPITAL MEDICAL SERVICE FOUNDATION | ||||||||||
| 631 N 8TH ST | MISSOURI VALLEY | IA | 51555 | 421294399 | FUNDRAISING | IA | 501(c)(3) | Type I | AH-CMHMV | Yes (true) |
| CONTINUING CARE HOSPITAL | ||||||||||
| One Saint Joseph Drive | LEXINGTON | KY | 40504 | 611400619 | LT ACH | KY | 501(c)(3) | 3 | SJHS | Yes (true) |
| East Texas Clinical Services | ||||||||||
| 2801 VIA FORTUNA SUITE 500 | AUSTIN | TX | 78746 | 454736213 | HEALTHCARE | TX | 501(c)(3) | Type I | MHSET | Yes (true) |
| ENUMCLAW REGIONAL HOSPITAL ASSOCIATION | ||||||||||
| 1455 BATTERSBY AVE | ENUMCLAW | WA | 98022 | 910715805 | HEALTHCARE | WA | 501(c)(3) | 3 | FHS | Yes (true) |
| FLAGET HEALTHCARE INC | ||||||||||
| 4305 NEW SHEPHERDSVILLE RD | BARDSTOWN | KY | 40004 | 611345363 | HEALTHCARE | KY | 501(c)(3) | 3 | KOH | Yes (true) |
| FLAGET MEMORIAL HOSPITAL FOUNDATION INC | ||||||||||
| 4305 NEW SHEPHERDSVILLE RD | BARDSTOWN | KY | 40004 | 562351341 | FUNDRAISING | KY | 501(c)(3) | Type I | FH | Yes (true) |
| FRANCISCAN CARE CENTER | ||||||||||
| 4111 N HOLLAND-SYLVANIA RD | TOLEDO | OH | 43623 | 341931806 | HEALTHCARE | OH | 501(c)(3) | 10 | FLC | Yes (true) |
| FRANCISCAN FOUNDATION | ||||||||||
| 1717 SOUTH J ST | TACOMA | WA | 98405 | 911145592 | FUNDRAISING | WA | 501(c)(3) | 10 | FHS | Yes (true) |
| FRANCISCAN HEALTH SYSTEM | ||||||||||
| 1717 SOUTH J ST | TACOMA | WA | 98405 | 910564491 | HEALTHCARE | WA | 501(c)(3) | 3 | CHI | Yes (true) |
| FRANCISCAN HEALTH VENTURES FKA SJMGROUP | ||||||||||
| TACOMA FNC CTR BLDG 1145 BROADWAY | TACOMA | WA | 98402 | 431882377 | PHYSICIANS | WA | 501(c)(3) | 10 | CHI | Yes (true) |
| FRANCISCAN MEDICAL GROUP | ||||||||||
| 1313 BROADWAY STE 200 | TACOMA | WA | 98402 | 911939739 | HEALTHCARE | WA | 501(c)(3) | 10 | FHS | Yes (true) |
| FRANCISCAN VILLA OF SOUTH MILWAUKEE INC | ||||||||||
| 3601 S CHICAGO AVE | SOUTH MILWAUKEE | WI | 53172 | 391093829 | HEALTHCARE | WI | 501(c)(3) | 10 | CHI | Yes (true) |
| GARRISON MEMORIAL HOSPITAL | ||||||||||
| 407 THIRD AVENUE SOUTHEAST | GARRISON | ND | 58540 | 450227752 | HEALTHCARE | ND | 501(c)(3) | 3 | SAMC | Yes (true) |
| GLOBAL HEALTH INITIATIVES | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 201536108 | MINISTRIES | CO | 501(c)(3) | Type I | CHI | Yes (true) |
| GOOD SAMARITAN COLLEGE OF NURSING & HEALTH SCIENCE | ||||||||||
| 619 OAK ST ACCOUNTING-3 W | CINCINNATI | OH | 45206 | 311778403 | EDUCATION | OH | 501(c)(3) | 2 | GSH | Yes (true) |
| GOOD SAMARITAN FOUNDATION OF CINCINNATI INC | ||||||||||
| 619 OAK ST ACCOUNTING-3 W | CINCINNATI | OH | 45206 | 311206047 | FUNDRAISING | OH | 501(c)(3) | Type I | GSH | Yes (true) |
| GOOD SAMARITAN HOSPITAL | ||||||||||
| 110 N MAIN ST STE 500 | DAYTON | OH | 45402 | 310536981 | HEALTHCARE | OH | 501(c)(3) | 3 | SHP | Yes (true) |
| GOOD SAMARITAN HOSPITAL | ||||||||||
| PO BOX 1990 | KEARNEY | NE | 68848 | 470379755 | HEALTHCARE | NE | 501(c)(3) | 3 | CHI NEBRASKA | Yes (true) |
| GOOD SAMARITAN HOSPITAL FOUNDATION | ||||||||||
| 111 W 31ST ST | KEARNEY | NE | 68847 | 470659443 | FUNDRAISING | NE | 501(c)(3) | 7 | GSH | Yes (true) |
| GOOD SAMARITAN HOSPITAL FOUNDATION - DAYTON | ||||||||||
| 110 N MAIN ST STE 500 | DAYTON | OH | 45402 | 237296923 | FUNDRAISING | OH | 501(c)(3) | 7 | SHP | Yes (true) |
| HARRISON MEDICAL CENTER | ||||||||||
| 2520 CHERRY AVE | BREMERTON | WA | 98310 | 910565546 | HEALTHCARE | WA | 501(c)(3) | 3 | FHS | Yes (true) |
| HARRISON MEDICAL CENTER FOUNDATION | ||||||||||
| 2520 CHERRY AVE | BREMERTON | WA | 98310 | 911197626 | FUNDRAISING | WA | 501(c)(3) | 7 | HMC | Yes (true) |
| HEALTHCARE AND WELLNESS FOUNDATION | ||||||||||
| 2400 ST FRANCIS DR | BRECKENRIDGE | MN | 56520 | 760761782 | FUNDRAISING | MN | 501(c)(3) | Type I | SFMC | Yes (true) |
| HIGHLINE MEDICAL CENTER | ||||||||||
| 16251 SYLVESTER RD SW | BURIEN | WA | 98166 | 910712166 | HEALTHCARE | WA | 501(c)(3) | 3 | FHS | Yes (true) |
| HOUSE OF MERCY | ||||||||||
| 1111 6TH AVE | DES MOINES | IA | 50314 | 421323808 | SHELTER | IA | 501(c)(3) | 7 | CHI-IA CORP | Yes (true) |
| JEWISH HOSPITAL AND ST MARY'S HEALTHCARE INC | ||||||||||
| 250 E Liberty St Ste 500 | LOUISVILLE | KY | 40202 | 611029768 | HEALTHCARE | KY | 501(c)(3) | 3 | KOH | Yes (true) |
| KENTUCKYONE HEALTH MEDICAL GROUP INC | ||||||||||
| 100 E Liberty St Ste 800 | LOUISVILLE | KY | 40202 | 611352729 | HEALTHCARE | KY | 501(c)(3) | 10 | JHSMH | Yes (true) |
| KENTUCKYONE HEALTH INC | ||||||||||
| 200 ABRAHAM FLEXNER WAY | LOUISVILLE | KY | 40202 | 611029769 | HEALTHCARE | KY | 501(c)(3) | Type II | CHI | Yes (true) |
| LAKEWOOD HEALTH CENTER | ||||||||||
| 600 MAIN AVE S | BAUDETTE | MN | 56623 | 410758434 | HEALTHCARE | MN | 501(c)(3) | 3 | CHI | Yes (true) |
| LAKEWOOD REGIONAL HEALTHCARE FOUNDATION | ||||||||||
| 600 MAIN AVE S | BAUDETTE | MN | 56623 | 411893795 | FUNDRAISING | MN | 501(c)(3) | 7 | LHC | Yes (true) |
| LINUS OAKES INC | ||||||||||
| 2700 STEWART PKWY | ROSEBURG | OR | 97471 | 930821381 | SENIOR LIVING | OR | 501(c)(3) | 10 | MMC | Yes (true) |
| LISBON AREA HEALTH SERVICES | ||||||||||
| 905 MAIN ST | LISBON | ND | 58054 | 820558836 | HEALTHCARE | ND | 501(c)(3) | 3 | CHI | Yes (true) |
| LUFKIN VISION ACQUISITIONS | ||||||||||
| PO BOX 1447 | LUFKIN | TX | 75901 | 820563768 | PROPERTY MGMT | TX | 501(c)(3) | Type I | MHSET | Yes (true) |
| MADISON ST JOSEPH HEALTH CENTER | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742761145 | HEALTHCARE | TX | 501(c)(3) | 3 | SJSC | Yes (true) |
| MADONNA MANOR INC | ||||||||||
| 2344 AMSTERDAM ROAD | VILLA HILLS | KY | 51017 | 610654635 | LIVING ASSIST | KY | 501(c)(3) | 10 | FLC | Yes (true) |
| MEMORIAL HEALTH CARE SYSTEM FOUNDATION INC | ||||||||||
| 2525 DE SALES AVE | CHATTANOOGA | TN | 37404 | 621839548 | FUNDRAISING | TN | 501(c)(3) | 7 | MHCS | Yes (true) |
| MEMORIAL HEALTH CARE SYSTEM INC | ||||||||||
| 2525 DE SALES AVE | CHATTANOOGA | TN | 37404 | 620532345 | HEALTHCARE | TN | 501(c)(3) | 3 | CHI | Yes (true) |
| MEMORIAL HEALTH PARTNERS FOUNDATION INC | ||||||||||
| 5600 BRAINERD RD STE 500 | CHATTANOOGA | TN | 37411 | 030417049 | HEALTHCARE | TN | 501(c)(3) | 10 | MHCS | Yes (true) |
| MEMORIAL HEALTH SYSTEM OF EAST TEXAS | ||||||||||
| PO BOX 1447 | LUFKIN | TX | 75902 | 750755367 | HEALTHCARE | TX | 501(c)(3) | 3 | CHI | Yes (true) |
| MEMORIAL MEDICAL CENTER - LIVINGSTON | ||||||||||
| PO BOX 1447 | LUFKIN | TX | 75902 | 760436439 | HEALTHCARE | TX | 501(c)(3) | 3 | MHSET | Yes (true) |
| MEMORIAL MEDICAL CENTER - SAN AUGUSTINE | ||||||||||
| PO BOX 1447 | LUFKIN | TX | 75902 | 752663904 | HEALTHCARE | TX | 501(c)(3) | 3 | MHSET | Yes (true) |
| MEMORIAL MULTISPECIALTY ASSOCIATES | ||||||||||
| 1201 FRANK AVE | LUFKIN | TX | 95904 | 752721155 | PHYSICIANS | TX | 501(c)(3) | Type I | MHSET | Yes (true) |
| MEMORIAL SPECIALTY HOSPITAL | ||||||||||
| PO BOX 1447 | LUFKIN | TX | 95902 | 752492741 | HEALTHCARE | TX | 501(c)(3) | 3 | MHSET | Yes (true) |
| MERCY AUXILIARY OF CENTRAL IOWA | ||||||||||
| 1111 6TH AVE | DES MOINES | IA | 50314 | 426076069 | AUXILIARY | IA | 501(c)(3) | Type I | MF-DM IA | Yes (true) |
| MERCY CLINICS INC | ||||||||||
| 1111 6TH AVE | DES MOINES | IA | 50314 | 421193699 | PHYSICIANS | IA | 501(c)(3) | 10 | CHI-IA CORP | Yes (true) |
| MERCY COLLEGE OF HEALTH SCIENCES | ||||||||||
| 1111 6TH AVE | DES MOINES | IA | 50314 | 421511682 | EDUCATION | IA | 501(c)(3) | 2 | CHI-IA CORP | Yes (true) |
| MERCY FOUNDATION OF DES MOINES IA | ||||||||||
| 1111 6TH AVE | DES MOINES | IA | 50314 | 237358794 | FUNDRAISING | IA | 501(c)(3) | 7 | CHI-IA CORP | Yes (true) |
| MERCY FOUNDATION INC | ||||||||||
| 2700 STEWART PKWY | ROSEBURG | OR | 97471 | 936088946 | FUNDRAISING | OR | 501(c)(3) | 7 | MMC | Yes (true) |
| MERCY HEALTH CARE FOUNDATION | ||||||||||
| PO BOX 368 | CORNING | IA | 50841 | 421461064 | FUNDRAISING | IA | 501(c)(3) | Type I | AHMH-Corning | Yes (true) |
| MERCY HEALTHCARE FOUNDATION | ||||||||||
| 570 CHAUTAUQUA BLVD | VALLEY CITY | ND | 58072 | 450435338 | FUNDRAISING | ND | 501(c)(3) | Type I | MHVC | Yes (true) |
| MERCY HOSPITAL FOUNDATION COUNCIL BLUFFS | ||||||||||
| 800 MERCY DR | COUNCIL BLUFFS | IA | 51503 | 421178204 | FUNDRAISING | IA | 501(c)(3) | Type I | AHBMHS | Yes (true) |
| MERCY HOSPITAL OF DEVILS LAKE | ||||||||||
| 1031 7TH ST NE | DEVILS LAKE | ND | 58301 | 450227012 | HEALTHCARE | ND | 501(c)(3) | 3 | CHI | Yes (true) |
| MERCY HOSPITAL OF DEVILS LAKE FOUNDATION | ||||||||||
| 1031 7TH ST NE | DEVILS LAKE | ND | 58301 | 352367360 | FUNDRAISING | ND | 501(c)(3) | 7 | MHDL | Yes (true) |
| MERCY HOSPITAL OF VALLEY CITY | ||||||||||
| 570 CHAUTAUQUA BLVD | VALLEY CITY | ND | 58072 | 450226553 | HEALTHCARE | ND | 501(c)(3) | 3 | CHI | Yes (true) |
| MERCY MEDICAL CENTER | ||||||||||
| 1301 15TH AVE WEST | WILLISTON | ND | 58801 | 450231183 | HEALTHCARE | ND | 501(c)(3) | 3 | CHI | Yes (true) |
| MERCY MEDICAL CENTER - CENTERVILLE | ||||||||||
| ONE ST JOSEPHS DRIVE | CENTERVILLE | IA | 52544 | 420680308 | HEALTHCARE | IA | 501(c)(3) | 3 | CHI-IA CORP | Yes (true) |
| MERCY MEDICAL CENTER - NEWTON DBA SKIFF MEDICAL CENTER | ||||||||||
| 204 N 4th Ave E | Newton | IA | 50314 | 421470935 | PHYSICIANS | IA | 501(c)(3) | 3 | CHI-IA CORP | Yes (true) |
| MERCY MEDICAL CENTER INC | ||||||||||
| 2700 STEWART PKWY | ROSEBURG | OR | 97471 | 930386868 | HEALTHCARE | OR | 501(c)(3) | 3 | CHI | Yes (true) |
| MERCY MEDICAL FOUNDATION | ||||||||||
| 1301 15TH AVE WEST | WILLISTON | ND | 58801 | 450381803 | FUNDRAISING | ND | 501(c)(3) | Type I | MMC | Yes (true) |
| NEBRASKA HEART HOSPITAL | ||||||||||
| 7500 S 91ST ST | LINCOLN | NE | 68526 | 392031968 | HEALTHCARE | NE | 501(c)(3) | 3 | CHI NEBRASKA | Yes (true) |
| North Central Health Care Alliance dba PrimeCare Health Group | ||||||||||
| 401 N 9th St | BISMARCK | ND | 585014507 | 450439894 | HEALTHCARE | ND | 501(c)(3) | 7 | NHCA | Yes (true) |
| OAKES COMMUNITY HOSPITAL | ||||||||||
| 1200 N 7TH ST | OAKES | ND | 58474 | 450231675 | HEALTHCARE | ND | 501(c)(3) | 3 | CHI | Yes (true) |
| OAKES COMMUNITY HOSPITAL FOUNDATION | ||||||||||
| 1200 N 7TH ST | OAKES | ND | 58474 | 710966606 | FUNDRAISING | ND | 501(c)(3) | Type I | OCH | Yes (true) |
| PINEYWOODS MEDICAL DEVELOPMENT CORP | ||||||||||
| PO BOX 1447 | LUFKIN | TX | 75902 | 752493116 | PROPERTY MGMT | TX | 501(c)(3) | Type I | MHSET | Yes (true) |
| PROVIDENCE CARE CENTER | ||||||||||
| 2025 HAYES AVENUE | SANDUSKY | OH | 44870 | 341658625 | HEALTHCARE | OH | 501(c)(3) | 10 | FLC | Yes (true) |
| PROVIDENCE CARE CENTERS | ||||||||||
| 2025 HAYES AVENUE | SANDUSKY | OH | 44870 | 341826099 | HOLDING CO | OH | 501(c)(3) | Type II | FLC | Yes (true) |
| PROVIDENCE RESIDENTIAL COMMUNITY CORPORATION | ||||||||||
| 5055 PROVIDENCE DRIVE | SANDUSKY | OH | 44870 | 341896807 | LIVING COMM | OH | 501(c)(3) | 10 | FLC | Yes (true) |
| PUEBLO STEPUP | ||||||||||
| 1925 E ORMAN AVE STE G52 | PUEBLO | CO | 81004 | 841234295 | COMMUNITY | CO | 501(c)(3) | 7 | CHIC | Yes (true) |
| REGIONAL HOSPITAL FOR RESPIRATORY AND COMPLEX CARE | ||||||||||
| 16251 Sylvester Road SW | Burien | WA | 98166 | 911170040 | HEALTHCARE | WA | 501(c)(3) | 3 | FHS | Yes (true) |
| SET OF COLORADO SPRINGS INC | ||||||||||
| 9100 E Mineral Circle | Centennial | CO | 80112 | 841183335 | LTERM CARE | CO | 501(c)(3) | 7 | CHIC | Yes (true) |
| SAINT CLARE'S COMMUNITY CARE INC | ||||||||||
| 25 POCONO RD | DENVILLE | NJ | 07834 | 222876836 | HEALTHCARE | NJ | 501(c)(3) | 10 | SCHS | Yes (true) |
| SAINT CLARE'S FOUNDATION INC | ||||||||||
| 25 POCONO RD | DENVILLE | NJ | 07834 | 222502997 | FUNDRAISING | NJ | 501(c)(3) | 7 | SCHS | Yes (true) |
| SAINT CLARE'S HEALTH SERVICES INC | ||||||||||
| 25 POCONO RD | DENVILLE | NJ | 07834 | 223639733 | MANAGEMENT | NJ | 501(c)(3) | 10 | CHI | Yes (true) |
| SAINT CLARE'S HOSPITAL INC | ||||||||||
| 25 POCONO RD | DENVILLE | NJ | 07834 | 223319886 | HEALTHCARE | NJ | 501(c)(3) | 3 | SCHS | Yes (true) |
| SAINT ELIZABETH FOUNDATION | ||||||||||
| 555 S 70TH ST | LINCOLN | NE | 68510 | 470625523 | FUNDRAISING | NE | 501(c)(3) | 7 | SERMC | Yes (true) |
| SAINT ELIZABETH HEALTH SERVICES | ||||||||||
| 555 S 70TH ST | LINCOLN | NE | 68510 | 363233120 | HEALTHCARE | NE | 501(c)(3) | 3 | SERMC | Yes (true) |
| SAINT ELIZABETH REGIONAL MEDICAL CENTER | ||||||||||
| 555 S 70TH ST | LINCOLN | NE | 68510 | 470379836 | HEALTHCARE | NE | 501(c)(3) | 3 | CHI NEBRASKA | Yes (true) |
| SAINT FRANCIS MEDICAL CENTER | ||||||||||
| 2620 W FAIDLEY | GRAND ISLAND | NE | 68803 | 470376601 | HEALTHCARE | NE | 501(c)(3) | 3 | CHI NEBRASKA | Yes (true) |
| SAINT FRANCIS MEDICAL CENTER FOUNDATION | ||||||||||
| PO BOX 9804 | GRAND ISLAND | NE | 68802 | 470630267 | FUNDRAISING | NE | 501(c)(3) | 7 | SFMC | Yes (true) |
| SAINT JOSEPH BEREA HOSPITAL FOUNDATION INC | ||||||||||
| 305 ESTILL ST | BEREA | KY | 40403 | 260152877 | FUNDRAISING | KY | 501(c)(3) | 7 | SJHS | Yes (true) |
| SAINT JOSEPH HEALTH SYSTEM INC | ||||||||||
| 200 ABRAHAM FLEXNER WAY | LOUISVILLE | KY | 40202 | 611334601 | HEALTHCARE | KY | 501(c)(3) | 3 | KOH | Yes (true) |
| SAINT JOSEPH HOSPITAL FOUNDATION INC | ||||||||||
| 701 Bob Olink Dr 200 | LEXINGTON | KY | 40504 | 611159649 | FUNDRAISING | KY | 501(c)(3) | Type I | SJHS | Yes (true) |
| SAINT JOSEPH LONDON FOUNDATION INC | ||||||||||
| 1001 SAINT JOSEPH LANE | LONDON | KY | 40741 | 260438748 | FUNDRAISING | KY | 501(c)(3) | 7 | SJHS | Yes (true) |
| SAINT JOSEPH MOUNT STERLING FOUNDATION INC | ||||||||||
| 225 FALCON DR | MOUNT STERLING | KY | 40353 | 272884584 | FUNDRAISING | KY | 501(c)(3) | 7 | SJHS | Yes (true) |
| SAINT JOSEPH'S HOSPITAL FOUNDATION | ||||||||||
| 2500 Fairway Street | DICKINSON | ND | 58601 | 363418207 | FUNDRAISING | ND | 501(c)(3) | Type I | SJHHC | Yes (true) |
| SAMARITAN BEHAVIORAL HEALTH INC | ||||||||||
| 110 N MAIN ST STE 500 | DAYTON | OH | 45402 | 020633634 | HEALTHCARE | OH | 501(c)(3) | 7 | SHP | Yes (true) |
| SAMARITAN HEALTH PARTNERS | ||||||||||
| 110 N MAIN ST STE 500 | DAYTON | OH | 45402 | 311107411 | HEALTHCARE | OH | 501(c)(3) | Type I | CHI | Yes (true) |
| SCHUYLER MEMORIAL HOSPITAL FOUNDATION INC | ||||||||||
| 104 W 17TH ST | SCHUYLER | NE | 68661 | 363630014 | FUNDRAISING | NE | 501(c)(3) | Type I | AHMHS | Yes (true) |
| SJRMC JOPLIN MISSOURI | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 440545809 | HEALTHCARE | CO | 501(c)(3) | 3 | CHI | Yes (true) |
| ST ALEXIUS MEDICAL CENTER | ||||||||||
| 900 EAST BROADWAY AVENUE | BISMARCK | ND | 58501 | 450226711 | HEALTHCARE | ND | 501(c)(3) | 3 | CHI | Yes (true) |
| ST ANTHONY HOSPITAL | ||||||||||
| 2801 St Anthony Way | PENDLETON | OR | 97801 | 930391614 | HEALTHCARE | OR | 501(c)(3) | 3 | CHI | Yes (true) |
| ST ANTHONY HOSPITAL FOUNDATION | ||||||||||
| 2801 St Anthony Way | PENDLETON | OR | 97801 | 930992727 | FUNDRAISING | OR | 501(c)(3) | Type I | SAH | Yes (true) |
| ST ANTHONY'S HOSPITAL ASSOCIATION | ||||||||||
| FOUR HOSPITAL DR | MORRILTON | AR | 72110 | 710245507 | HEALTHCARE | AR | 501(c)(3) | 3 | SVIMC | Yes (true) |
| ST CATHERINE HOSPITAL | ||||||||||
| 401 EAST SPRUCE ST | GARDEN CITY | KS | 67846 | 480543721 | HEALTHCARE | KS | 501(c)(3) | 3 | CHI | Yes (true) |
| ST CATHERINE HOSPITAL DEVELOPMENT FOUNDATION | ||||||||||
| 401 EAST SPRUCE ST | GARDEN CITY | KS | 67846 | 200598702 | FUNDRAISING | KS | 501(c)(3) | Type I | SCH | Yes (true) |
| ST CLARE COMMONS | ||||||||||
| 12469 Five Point Road | TOLEDO | OH | 43551 | 270163752 | LIVING COMM | OH | 501(c)(3) | 10 | FLC | Yes (true) |
| ST DOMINIC OF ONTARIO OREGON | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 930433692 | HEALTHCARE | CO | 501(c)(4) | CHI | Yes (true) | |
| ST FRANCIS HOME | ||||||||||
| 2400 ST FRANCIS DR | BRECKENRIDGE | MN | 56520 | 410729978 | LTERM CARE | MN | 501(c)(3) | 10 | CHI | Yes (true) |
| ST FRANCIS LIFE CARE CORPORATION | ||||||||||
| 19 POCONO RD | DENVILLE | NJ | 07834 | 222536017 | ELDERLY CARE | NJ | 501(c)(3) | 10 | SCHS | Yes (true) |
| ST FRANCIS MEDICAL CENTER | ||||||||||
| 2400 ST FRANCIS DR | BRECKENRIDGE | MN | 56520 | 410695598 | HEALTHCARE | MN | 501(c)(3) | 3 | CHI | Yes (true) |
| ST JOSEPH FOUNDATION OF BRYAN TEXAS | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742351158 | FUNDRAISING | TX | 501(c)(3) | Type II | SJSC | Yes (true) |
| ST JOSEPH MANOR | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742847594 | HEALTHCARE | TX | 501(c)(3) | 10 | SJSC | Yes (true) |
| ST JOSEPH MEDICAL CENTER INC | ||||||||||
| 201 INTERNATIONAL CIRCLE STE 212 | HUNT VALLEY | MD | 21030 | 520591461 | HEALTHCARE | MD | 501(c)(3) | 3 | CHI | Yes (true) |
| ST JOSEPH PHYSICIAN ASSOCIATES | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 203159302 | HEALTHCARE | TX | 501(c)(3) | 3 | SJSC | Yes (true) |
| ST JOSEPH PHYSICIAN ENTERPRISE INC | ||||||||||
| 201 INTERNATIONAL CIRCLE STE 212 | HUNT VALLEY | MD | 21030 | 521311775 | PHYSICIANS | MD | 501(c)(3) | Type I | SJMC | Yes (true) |
| ST JOSEPH REGIONAL HEALTH CENTER | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 741282696 | HEALTHCARE | TX | 501(c)(3) | 3 | SJSC | Yes (true) |
| ST JOSEPH REGIONAL HEALTH PARTNERS | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 454088170 | HEALTHCARE | TX | 501(c)(3) | 3 | SJSC | Yes (true) |
| ST JOSEPH REGIONAL HEALTH PARTNERS ACO | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 463265423 | HEALTHCARE | TX | 501(c)(3) | 10 | SJSC | Yes (true) |
| ST JOSEPH SERVICES CORPORATION | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742455161 | MANAGEMENT | TX | 501(c)(3) | Type I | SFH | Yes (true) |
| ST JOSEPH'S AREA HEALTH SERVICES | ||||||||||
| 600 PLEASANT AVE | PARK RAPIDS | MN | 56470 | 410695603 | HEALTHCARE | MN | 501(c)(3) | 3 | CHI | Yes (true) |
| ST JOSEPH'S HOSPITAL AND HEALTH CENTER | ||||||||||
| 2500 Fairway St | DICKINSON | ND | 58601 | 450226429 | HEALTHCARE | ND | 501(c)(3) | 3 | CHI | Yes (true) |
| ST LEONARD | ||||||||||
| 8100 CLYO ROAD | CENTERVILLE | OH | 45458 | 341940863 | LIVING COMM | OH | 501(c)(3) | 10 | FLC | Yes (true) |
| ST LUKE'S COMMUNITY DEVELOPMENT CORPORATION - PMC | ||||||||||
| 6624 FANNIN ST STE 2505 | HOUSTON | TX | 77030 | 273733278 | HEALTHCARE | TX | 501(c)(3) | 3 | SLCDC | Yes (true) |
| ST LUKE'S COMMUNITY DEVELOPMENT CORPORATION - SUGAR LAND | ||||||||||
| 6624 FANNIN ST STE 2505 | HOUSTON | TX | 77030 | 261947374 | HEALTHCARE | TX | 501(c)(3) | 3 | SLHS | Yes (true) |
| ST LUKE'S COMMUNITY DEVELOPMENT CORPORATION - THE WOODLANDS | ||||||||||
| 6624 FANNIN ST STE 2505 | HOUSTON | TX | 77030 | 260335902 | HEALTHCARE | TX | 501(c)(3) | 3 | SLCDC | Yes (true) |
| ST LUKE'S COMMUNITY HEALTH SERVICES | ||||||||||
| 6624 FANNIN ST STE 1100 | HOUSTON | TX | 77030 | 760536234 | HEALTHCARE | TX | 501(c)(3) | 3 | SLHS | Yes (true) |
| ST LUKE'S FOUNDATION | ||||||||||
| 1213 HERMANN DRIVE STE 855 | HOUSTON | TX | 77004 | 453811485 | FUNDRAISING | TX | 501(c)(3) | 7 | SLHS | Yes (true) |
| ST LUKE'S HEALTH SYSTEM CORPORATION | ||||||||||
| PO Box 20269 | HOUSTON | TX | 77225 | 760536232 | MANAGEMENT | TX | 501(c)(3) | Type I | CHI | Yes (true) |
| ST LUKE'S HOSPITAL AT THE VINTAGE | ||||||||||
| 6624 FANNIN ST STE 2505 | HOUSTON | TX | 77030 | 263734606 | HEALTHCARE | TX | 501(c)(3) | 3 | SLHS | Yes (true) |
| ST LUKE'S MEDICAL TOWER CORPORATION | ||||||||||
| 6624 FANNIN ST STE 1100 | HOUSTON | TX | 77030 | 760531713 | PROPERTY MGMT | TX | 501(c)(3) | Type I | CHI-SLH | Yes (true) |
| ST LUKE'S PROPERTIES CORPORATION | ||||||||||
| 1213 Hermann Drive Ste 855 | HOUSTON | TX | 77004 | 760531716 | PROPERTY MGMT | TX | 501(c)(3) | Type I | SLHS | Yes (true) |
| ST LUKE'S SUGAR LAND PROPERTIES CORPORATION | ||||||||||
| 6624 FANNIN ST STE 2505 | HOUSTON | TX | 77030 | 454120549 | PROPERTY MGMT | TX | 501(c)(3) | Type I | SLCDC-SL | Yes (true) |
| ST MARY'S COMMUNITY HOSPITAL | ||||||||||
| 1301 Grundman Boulevard | NEBRASKA CITY | NE | 68410 | 470443636 | HEALTHCARE | NE | 501(c)(3) | 3 | CHI NEBRASKA | Yes (true) |
| ST MARY'S HOSPITAL FOUNDATION | ||||||||||
| 1314 3RD AVE | NEBRASKA CITY | NE | 68410 | 470707604 | FUNDRAISING | NE | 501(c)(3) | 7 | SMCH | Yes (true) |
| ST VINCENT FOUNDATION | ||||||||||
| TWO ST VINCENT CIRCLE | LITTLE ROCK | AR | 72205 | 510169537 | FUNDRAISING | AR | 501(c)(3) | Type I | SVIMC | Yes (true) |
| ST VINCENT INFIRMARY MEDICAL CENTER | ||||||||||
| TWO ST VINCENT CIRCLE | LITTLE ROCK | AR | 72205 | 710236917 | HEALTHCARE | AR | 501(c)(3) | 3 | CHI | Yes (true) |
| ST VINCENT MEDICAL GROUP | ||||||||||
| TWO ST VINCENT CIRCLE | LITTLE ROCK | AR | 72205 | 710830696 | HEALTHCARE | AR | 501(c)(3) | 10 | SVIMC | Yes (true) |
| SYLVANIA FRANCISCAN HEALTH | ||||||||||
| 1715 INDIAN WOOD CIR 200 | MAUMEE | OH | 43537 | 341412964 | HEALTHCARE | OH | 501(c)(3) | Type I | CHI | Yes (true) |
| SYLVANIA FRANCISCAN HEALTH FOUNDATION | ||||||||||
| 1715 INDIAN WOOD CIR 200 | MAUMEE | OH | 43537 | 455357161 | FUNDRAISING | OH | 501(c)(3) | Type I | FLC | Yes (true) |
| THE COMMONS OF PROVIDENCE | ||||||||||
| 5000 PROVIDENCE DRIVE | SANDUSKY | OH | 44870 | 341826097 | ASSIST LIVING | OH | 501(c)(3) | 10 | FLC | Yes (true) |
| THE COMMUNITY HOSPITAL OF BRAZOSPORT | ||||||||||
| 100 MEDICAL DRIVE | LAKE JACKSON | TX | 77566 | 741385192 | HEALTHCARE | TX | 501(c)(3) | 3 | SLHS | Yes (true) |
| THE GOOD SAMARITAN HOSPITAL OF CINCINNATI OH | ||||||||||
| 619 OAK ST ACCOUNTING-3 W | CINCINNATI | OH | 45206 | 310537486 | HEALTHCARE | OH | 501(c)(3) | 3 | CHI | Yes (true) |
| THE HEART INSTITUTE OF DAYTON | ||||||||||
| 110 N MAIN ST STE 500 | DAYTON | OH | 45402 | 300502367 | HEALTHCARE | OH | 501(c)(3) | 10 | CHS | Yes (true) |
| THE PHYSICIAN NETWORK | ||||||||||
| 2000 Q ST STE 500 | LINCOLN | NE | 68503 | 470780857 | PHYSICIANS | NE | 501(c)(3) | Type I | CHI NEBRASKA | Yes (true) |
| TOTAL HEALTHCARE | ||||||||||
| 9100 E Mineral Circle | Centennial | CO | 80112 | 840927232 | HEALTHCARE | CO | 501(c)(3) | 3 | CHIC | Yes (true) |
| TRINITY HEALTH FOUNDATION | ||||||||||
| 380 SUMMIT AVENUE | STEUBENVILLE | OH | 43952 | 311329423 | FUNDRAISING | OH | 501(c)(3) | Type I | THS | Yes (true) |
| TRINITY HEALTH SYSTEM | ||||||||||
| 380 SUMMIT AVENUE | STEUBENVILLE | OH | 43952 | 341818681 | HEALTHCARE | OH | 501(c)(3) | Type I | SFH | Yes (true) |
| TRINITY HEALTH SYSTEM GROUP | ||||||||||
| 380 SUMMIT AVENUE | STEUBENVILLE | OH | 43952 | 300752920 | HEALTHCARE | OH | 501(c)(3) | Type II | THS | Yes (true) |
| TRINITY HOSPITAL TWIN CITY | ||||||||||
| 819 NORTH FIRST STREET | DENNISON | OH | 44621 | 275401105 | HEALTHCARE | OH | 501(c)(3) | 3 | SFH | Yes (true) |
| TRI-STATE HEALTH SERVICES INC | ||||||||||
| ONE ROSS PARK BLVD | STEUBENVILLE | OH | 43952 | 341522484 | ASSIST LIVING | OH | 501(c)(3) | 7 | THS | Yes (true) |
| UNITY FAMILY HEALTHCARE | ||||||||||
| 815 SE 2ND ST | LITTLE FALLS | MN | 56345 | 410721642 | HEALTHCARE | MN | 501(c)(3) | 3 | CHI | Yes (true) |
| VILLA NAZARETH INC | ||||||||||
| 801 PAGE DR | FARGO | ND | 58103 | 450226714 | LTERM CARE | ND | 501(c)(3) | 10 | CHI | Yes (true) |
| VISITING NURSE ASSOCIATION OF ST CLARE'S INC | ||||||||||
| 191 WOODPORT RD | SPARTA | NJ | 07871 | 221768334 | HOME HEALTH | NJ | 501(c)(3) | 10 | SCHS | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | UBI Code VUBICodeVAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Audubon Land Company LLC | ||||||||||||||
| 630 Southpointe Court 200 | COLORADO SPRINGS | CO | 80906 | 841513085 | Real Estate | CO | CHIC | Related | $298,037 | $20,270,617 | false | false | 0.73 | |
| AVON EMERGENCY AND URGENT CARE CENTER LLC | ||||||||||||||
| 9100 E Mineral Circle | Centennial | CO | 80112 | 811727282 | HEALTHCARE SRVC | CO | CHIC | Related | -$757,555 | $6,191,153 | false | Yes (true) | 0.77 | |
| BAYLOR CHI ST LUKES HEALTH SERVICES LLC | ||||||||||||||
| 6624 Fannin St Ste 1100 | HOUSTON | TX | 77030 | 472079184 | HEALTHCARE SRVC | TX | SLHS | Related | $0 | $3,250,000 | false | Yes (true) | 0.65 | |
| BERGAN MERCY SURGERY CENTER LLC | ||||||||||||||
| 7710 Mercy Rd Ste 200 | OMAHA | NE | 68124 | 208671994 | AMBUL SURG CTR | NE | ACH | Related | $1,187,048 | $2,549,504 | false | false | 0.53 | |
| BERYWOOD OFFICE PROPERTIES LLC | ||||||||||||||
| 2501 Citico Avenue | CHATTANOGA | TN | 37404 | 621875199 | PHYS OFFICE | TN | MHCS | Related | $133,390 | $918,922 | false | Yes (true) | 0.63 | |
| BLUEGRASS REGIONAL IMAGING CENTER | ||||||||||||||
| 1218 SOUTH BROADWAY STE 310 | LEXINGTON | KY | 40504 | 611386736 | DIAGNOSTIC IMAGING | KY | SJHS | Related | $122,291 | $3,216,558 | false | false | 0.65 | |
| CATHOLIC HEALTH INITIATIVES PHYSICIAN SERVICES LLC | ||||||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 462945938 | PRACTICE MGMT SRVC | CO | CHI | Related | $1,263,355 | -$272,620 | false | Yes (true) | 1 | |
| CENTRAL NEBRASKA REHABILITATION SERVICES LLC | ||||||||||||||
| 3004 W FAIDLEY AVENUE | GRAND ISLAND | NE | 68803 | 810653461 | Physical Therapy | NE | SFMC | Related | $3,422,589 | $3,722,591 | false | false | 0.51 | |
| CENTURA-SCA HOLDINGS LLC | ||||||||||||||
| 569 BROOK VILLAGE STE 901 | BIRMINGHAM | AL | 35209 | 474823023 | OP SURGERY CENTER | AL | CHIC | Related | $1,734,228 | $2,020,115 | false | Yes (true) | 0.65 | |
| CHI OPERATING INVESTMENT PROGRAM LP | ||||||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 470727942 | INVESTMENTS | CO | CHI | Unrelated | $468,697,209 | $6,697,320,773 | false | Yes (true) | 1 | $1,194,677 |
| CHICAMSURG Surgery Centers LLC | ||||||||||||||
| 1A Burton Hills Blvd | Nashville | TN | 37215 | 465683027 | SURGERY CENTER | TN | CHIC | Related | $76,843 | $134,172 | false | false | 0.51 | |
| CHICLARKIN VENTURES LLC | ||||||||||||||
| 9100 E Mineral Circle | Centennial | CO | 80112 | 474210888 | URGENT CARE | CO | CHIC | Related | $167,285 | $7,823,355 | false | Yes (true) | 0.87 | |
| Colorado Springs CK Leasing LLC | ||||||||||||||
| 630 Southpointe Court 200 | COLORADO SPRINGS | CO | 80906 | 262982714 | REAL ESTATE | CO | CHIC | Related | $668,738 | -$132,333 | false | Yes (true) | 0.52 | |
| FRANCISCAN SPECIALTY CARE LLC | ||||||||||||||
| 680 SOUTH FOURTH STREET | LOUISVILLE | KY | 40202 | 813725123 | HEALTHCARE SRVC | KY | FHS | Related | $0 | $101,598 | false | Yes (true) | 0.51 | |
| HC SL VINTAGE I LLC | ||||||||||||||
| 18000 W SARAH LANE STE 250 | BROOKFIELD | WI | 53045 | 270453767 | PROPERTY HOLDING | WI | SL HOSP-VINTAGE | Related | $1,686,676 | $52,912,453 | false | false | 0.51 | |
| HEALTHCARE SUPPORT SERVICES LLC | ||||||||||||||
| PO BOX 9804 | GRAND ISLAND | NE | 68802 | 721546196 | LAUNDRY | NE | na | Related | $376,035 | $4,358,356 | false | false | 1 | |
| Heartland Oncology LLC | ||||||||||||||
| 2337 E Crawford St | Salina | KS | 67401 | 464265403 | ONCOLOGY | KS | SCH | Related | -$403,368 | $850,579 | false | false | 0.51 | |
| LAKESIDE AMBULATORY SURGICAL CENTER LLC | ||||||||||||||
| 17031 LAKESIDE HILLS DR | OMAHA | NE | 68130 | 204267902 | AMBUL SURG CTR | NE | ACH | Related | $3,108,510 | $2,029,071 | false | false | 0.6 | |
| LAKESIDE ENDOSCOPY CENTER LLC | ||||||||||||||
| 17001 LAKESIDE HILLS PLZ STE 201 | OMAHA | NE | 68130 | 205544496 | ENDOSCOPY SRVC | NE | ACH | Related | $699,620 | $777,431 | false | false | 0.51 | |
| LINCOLN CK LEASING LLC | ||||||||||||||
| 555 SOUTH 70TH STREET | Lincoln | NE | 68510 | 262496856 | Real Estate | NE | SERMC | Related | $812,108 | $301,911 | false | false | 0.54 | |
| Mercy Rehabilitation Hospital LLC | ||||||||||||||
| 680 SOUTH FOURTH STREET | LOUISVILLE | KY | 40202 | 814437201 | HEALTHCARE SRVC | KY | CHI IA | Related | $0 | $1,138,872 | false | false | 0.51 | |
| NEBRASKA SPINE HOSPITAL LLC | ||||||||||||||
| 6901 N 72ND ST STE 20300 | OMAHA | NE | 68122 | 270263191 | SPINE HOSPITAL | NE | ACH | Related | $11,039,563 | $19,771,159 | false | false | 0.51 | |
| NORTH RIVER SURGERY CENTER LLC | ||||||||||||||
| 2209 WILDWOOD AVE | SHERWOOD | AR | 72120 | 710799771 | AMBUL SURG CTR | AR | SVIMC | Related | $279,520 | $1,700,868 | false | false | 0.67 | |
| ORTHOCOLORADO LLC | ||||||||||||||
| 11650 WEST 2ND PLACE | LAKEWOOD | CO | 80228 | 371577105 | ORTHO HOSPITAL | CO | CHIC | Related | $15,065,598 | $3,364,245 | false | false | 0.6 | |
| Pasadena Urgency Center LLC | ||||||||||||||
| 4600 E SAM HOUSTON PKWY SOUTH | PASADENA | TX | 77505 | 812482854 | URGENT CARE | TX | SLHS | Related | -$1,031,166 | $1,686,969 | false | false | 0.57 | |
| PENINSULA RADIATION ONCOLOGY LLC | ||||||||||||||
| 314 MLK JR WAY STE 11 | TACOMA | WA | 98405 | 870808610 | HEALTHCARE SRVC | WA | FHS | Related | $377,689 | $1,738,875 | false | false | 0.6 | |
| Penrad Imaging LLC | ||||||||||||||
| 1390 Kelly Johnson Blvd | COLORADO SPRINGS | CO | 80920 | 841072619 | Medical Imaging | CO | CHIC | Related | -$2,396,662 | $1,744,893 | false | false | 0.7 | |
| PMC HOSPITAL LLC | ||||||||||||||
| 3100 MAIN ST STE 500 | HOUSTON | TX | 77002 | 273280598 | HOSPITAL | TX | SL CDC-PMC | Related | $3,630,803 | $64,361,393 | false | Yes (true) | 0.51 | |
| Pueblo Ambulatory Surgery Center LLC | ||||||||||||||
| 25 Montebello Rd | Pueblo | CO | 81003 | 621488737 | SURGERY CENTER | CO | CHIC | Related | -$74,501 | $210,538 | false | false | 0.51 | |
| Saint JOSEPH - PAML LLC | ||||||||||||||
| 200 ABRAHAM FLEXNER WAY | LOUISVILLE | KY | 40202 | 452116736 | MGMT SVCS | KY | SJHS | Related | -$19,517 | $1,393,440 | false | Yes (true) | 0.63 | |
| SAINT JOSEPH - SCA HOLDINGS LLC | ||||||||||||||
| 1451 Harrodsburg RD | LEXINGTON | KY | 40503 | 453801157 | OP SURGERY | KY | SJHS | Related | $0 | $0 | false | Yes (true) | 0.51 | |
| SAINT JOSEPH-ANC HOME CARE SERVICES | ||||||||||||||
| 1700 EDISON DR | MILFORD | OH | 45150 | 263330545 | HOME HEALTH | OH | CHINHC | Related | $4,139,859 | $13,245,757 | false | false | 1 | |
| ST FRANCIS LAND COMPANY | ||||||||||||||
| 5390 N ACADEMY BLVD STE 300 | COLORADO SPRINGS | CO | 80918 | 263134100 | REAL ESTATE | CO | CHIC | Related | $151,050 | $13,285,935 | false | false | 0.59 | |
| ST LUKE'S DIAGNOSTIC CATH LAB LLP | ||||||||||||||
| 6624 FANNIN ST STE 800 | HOUSTON | TX | 77030 | 710959365 | DIAGNOSTICS | TX | SLHS HOLDINGS | Related | $469,596 | $609,938 | false | Yes (true) | 0.45 | |
| ST LUKE'S LAKESIDE HOSPITAL LLC | ||||||||||||||
| 6624 FANNIN STE 2505 | HOUSTON | TX | 77030 | 300427437 | HOSPITAL | TX | SL CDC-W | Related | $1,269,122 | $36,450,234 | false | Yes (true) | 0.51 | |
| ST LUKE'S THE WOODLANDS SLEEP CENTER LLC | ||||||||||||||
| 6624 FANNIN STE 800 | HOUSTON | TX | 77030 | 462795726 | DIAGNOSTICS | TX | SLHSH | Related | -$76,895 | $1,135,073 | false | Yes (true) | 0.51 | |
| SURGERY CENTER OF LEXINGTON LLC | ||||||||||||||
| 200 ABRAHAM FLEXNER WAY | LOUISVILLE | KY | 40202 | 621179539 | SURGERY CENTER | KY | SJHS | Related | -$108,052 | $0 | false | Yes (true) | 0.51 | |
| THREE SPRING IMAGING LLC | ||||||||||||||
| 1 Mercado St STE 200A | DURANGO | CO | 81301 | 813571570 | HEALTHCARE SRVC | CO | CHIC | Related | $76,753 | $84,093 | false | Yes (true) | 0.51 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (62 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line2RelatedOrganizationName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alegent HealthCreighton St Joseph Managed Care Services Inc | |||||||||||||||||||
| 12809 West Dodge Rd | Omaha | NE | 68154 | 470802396 | Managed Care | NE | CHI Nebraska | C Corporation | $9,217,638 | $22,568,323 | 1 | Yes (true) | |||||||
| All Saints Insurance Company SPC Ltd | |||||||||||||||||||
| 980556913 | Insurance | CHI | C Corporation | $0 | $0 | 1 | Yes (true) | PO BOX 10073 APO | Georgetown | GRAND CAYMAN | CJ | KY11001 | CJ | ||||||
| ALLIANCE HEALTH PROVIDERS OF BRAZOS Valley Inc | |||||||||||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742466914 | Healthcare | TX | SJSC | C Corporation | $236,684 | $699,916 | 1 | Yes (true) | |||||||
| Alternative Insurance Management Service Inc | |||||||||||||||||||
| 3900 OLYMPIC BLVD STE 400 | Erlanger | KY | 41018 | 841112049 | Management Services | KY | CHI | C Corporation | $5,601 | $6,045,874 | 1 | Yes (true) | |||||||
| AMERICAN NURSING CARE Inc | |||||||||||||||||||
| 1700 EDISON DR | MILFORD | OH | 45150 | 311085414 | HOME HEALTH | OH | CHS | C Corporation | $91,529,470 | $56,968,045 | 1 | Yes (true) | |||||||
| AMERIMED INC | |||||||||||||||||||
| 1700 EDISON DR | MILFORD | OH | 45150 | 311158699 | HOME HEALTH | OH | ANC | C Corporation | $21,023,902 | $15,079,827 | 1 | Yes (true) | |||||||
| BC HOLDING COMPANY INC | |||||||||||||||||||
| 1850 BLUEGRASS AVE | LOUISVILLE | KY | 40215 | 311542851 | Fitness Club | KY | JHSMH | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| BrazoSport Health Alliance | |||||||||||||||||||
| 1 WEST WAY COURT | LAKE JACKSON | TX | 77566 | 760518376 | Health Care | TX | BRHS | C Corporation | $134,400 | $35,529 | 1 | Yes (true) | |||||||
| Caduceus Medical Associates INC | |||||||||||||||||||
| 5600 Brainerd Road Ste 500 | Chattanooga | TN | 37411 | 621570736 | Healthcare | TN | MHCS | C Corporation | $0 | $1,008 | 1 | Yes (true) | |||||||
| Captive Management Initiatives Ltd | |||||||||||||||||||
| 980663022 | Captive Management | CHI | C Corporation | $3,500 | $176,569 | 1 | Yes (true) | PO BOX 10073 APO | Georgetown | GRAND CAYMAN | CJ | KY11001 | CJ | ||||||
| Carmona-DeSoto Building Horizontal Property Regime Inc | |||||||||||||||||||
| 300 Werner St | Hot Springs | AR | 71913 | 710771076 | Healthcare | AR | CHI-SVHS | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| Catholic Health Initiatives Center for Translational Research | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 272269511 | Research | CO | CIRI | C Corporation | $497,688 | $1,989,262 | 1 | Yes (true) | |||||||
| CHI St Luke's Health Baylor College of Medicine Medical Center Condominium | |||||||||||||||||||
| 6624 Fannin STE 1100 | Houston | TX | 77030 | 465079545 | Condo Assoc | TX | CHI-SLHBCM | C Corporation | $0 | $0 | 1 | Yes (true) | Assoc | ||||||
| ClearRiver Health | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 464495960 | Insurance | CO | PHPSI | C Corporation | $80,448 | $5,368,013 | 1 | Yes (true) | |||||||
| Comcare Services Inc | |||||||||||||||||||
| 5570 DTC Parkway | Englewood | CO | 80111 | 840904813 | Inactive | CO | CHIC | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| CONSOLIDATED HEALTH SERVICES | |||||||||||||||||||
| 1700 EDISON DR | MILFORD | OH | 45150 | 311378212 | HOME HEALTH | OH | CHI | C Corporation | $1,295,835 | $52,264,929 | 1 | Yes (true) | |||||||
| Des Moines Medical Center Inc | |||||||||||||||||||
| 1111 6TH AVE | Des Moines | IA | 50314 | 420837382 | Real Estate | IA | CHI-IA Corp | C Corporation | $71,628 | $1,079,124 | 0.93 | Yes (true) | |||||||
| Diversified Health Resources Inc | |||||||||||||||||||
| 100 MEDICAL DRIVE | LAKE JACKSON | TX | 77566 | 760222679 | Health Care | TX | BRHS | C Corporation | $22,442 | $182,538 | 1 | Yes (true) | |||||||
| First Initiatives Insurance LTD | |||||||||||||||||||
| 980203038 | Insurance | CHI | C Corporation | $0 | $0 | 1 | Yes (true) | PO BOX 10073 APO | Georgetown | GRAND CAYMAN | CJ | KY11001 | CJ | ||||||
| Franciscan City Urgent Care Services PS dba City MD - Franciscan Urgent Car | |||||||||||||||||||
| C/O CPGUSA 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | 812174959 | Healthcare | NY | FHS | C Corporation | $3,755,671 | $1,106,230 | 1 | Yes (true) | e | ||||||
| Franciscan Services Inc | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 232487967 | Healthcare | CO | CHI | C Corporation | $0 | $15,522,048 | 1 | Yes (true) | |||||||
| Good Samaritan Outreach Services | |||||||||||||||||||
| PO Box 1990 | Kearney | NE | 68848 | 470659440 | Medical Clinic | NE | CHI Nebraska | C Corporation | $260,344 | $212,541 | 1 | Yes (true) | |||||||
| HarvestPlains Health of Iowa | |||||||||||||||||||
| 32129 Weyerhaeuser Way S STE 201 | FEDERAL WAY | WA | 98001 | 473451750 | Insurance | WA | QCHPS | C Corporation | $45,119 | $3,244,070 | 1 | Yes (true) | |||||||
| Health Systems Enterprises Inc | |||||||||||||||||||
| PO BOX 1990 | Kearney | NE | 68848 | 470664558 | MGMT | NE | GSH | C Corporation | $150,551 | $1,318,274 | 1 | Yes (true) | |||||||
| Healthcare MGMT Services Organization INC | |||||||||||||||||||
| 1149 MARKET ST | Tacoma | WA | 98402 | 911865474 | Health Org. | WA | FHS | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| HeartlandPlains Health | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 464368223 | Insurance | CO | PHPSI | C Corporation | $5,739,433 | $5,513,263 | 1 | Yes (true) | |||||||
| Highline Medical Group | |||||||||||||||||||
| 1717 S J Street | Tacoma | WA | 98405 | 911407026 | Medical Services | WA | HMC | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| Medical Office Building Horizontal Property Regime Inc | |||||||||||||||||||
| 300 Werner St | Hot Springs | AR | 71913 | 710720429 | Real Estate | AR | CHI-SVHS | C Corporation | $177,558 | $81,158 | 0.77 | Yes (true) | |||||||
| Medquest | |||||||||||||||||||
| 1301 15TH AVENUE WEST | Williston | ND | 58801 | 450392137 | Sale of DME | ND | MMC Williston | C Corporation | $561,543 | $852,276 | 1 | Yes (true) | |||||||
| Memorial CV Service Line Management Company LLC | |||||||||||||||||||
| 1201 W Frank Ave | Lufkin | TX | 75904 | 463622849 | Heath Care | TX | MHSET | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| Mercy Park Apartments LTD | |||||||||||||||||||
| 1111 6th AVE | Des Moines | IA | 50314 | 421202422 | Housing | IA | CHI-IA Corp | C Corporation | $951,900 | $0 | 1 | Yes (true) | |||||||
| Mercy Services Corp | |||||||||||||||||||
| 2700 STEWART PARKWAY | Roseburg | OR | 97471 | 930824308 | Retail Sales | OR | MMC | C Corporation | $34,601 | $126,694 | 1 | Yes (true) | |||||||
| MHI Clinical Services | |||||||||||||||||||
| 1201 W Frank Ave | Lufkin | TX | 75904 | 461967952 | Healthcare | TX | MHSET | C Corporation | $11,048,138 | $1,739,550 | 1 | Yes (true) | |||||||
| Mountain Management Services Inc | |||||||||||||||||||
| 6028 Shallowford Rd | Chattanooga | TN | 37421 | 621570739 | MGMT SVC ORG | TN | MHCS | C Corporation | $13,439,403 | $3,317,936 | 1 | Yes (true) | |||||||
| PATIENT TRANSPORT SERVICES INC | |||||||||||||||||||
| 1700 EDISON DR | MILFORD | OH | 45150 | 311100798 | HOME HEALTH | OH | ANC | C Corporation | $10,173,794 | $6,744,244 | 1 | Yes (true) | |||||||
| QCA Health Plan Inc | |||||||||||||||||||
| 12615 Chenal Parkway STE 300 | Little Rock | AR | 72211 | 710794605 | Insurance | AR | QCHI | C Corporation | $193,555,136 | $75,365,153 | 1 | Yes (true) | |||||||
| QualChoice Advantage | |||||||||||||||||||
| 32129 WEYERHAEUSER WAY S STE 201 | FEDERAL WAY | WA | 98001 | 473433912 | Insurance | WA | QCPS | C Corporation | $11,810,605 | $6,432,511 | 1 | Yes (true) | |||||||
| QualChoice Health Plan Services Inc (fka CollabHealth Plan Services Inc) | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 461224037 | Admin Services | CO | QCHI | C Corporation | $63,300,575 | $219,676,343 | 1 | Yes (true) | |||||||
| QualChoice Health Inc (fka CollabHealth Managed Solutions Inc) | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 461222808 | Holding Co | CO | CHI | C Corporation | $308,157 | $1,222,966 | 1 | Yes (true) | |||||||
| QualChoice Holdings Inc | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 274075520 | Holding Co | CO | PHPS | C Corporation | $0 | $9,944 | 1 | Yes (true) | |||||||
| QualChoice Life and Health Insurance Company Inc | |||||||||||||||||||
| 12615 Chenal Parkway STE 300 | Little Rock | AR | 72211 | 710386640 | Insurance | AR | QCH | C Corporation | $111,184,831 | $54,451,054 | 1 | Yes (true) | |||||||
| QualChoice of Nebraska | |||||||||||||||||||
| 2401 S 73rd St | Omaha | NE | 68124 | 810738827 | Insurance | NE | QCH | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| RiverLink Health | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 464380824 | Insurance | CO | PHPS | C Corporation | $9,198,897 | $6,690,368 | 1 | Yes (true) | |||||||
| RiverLink Health of Kentucky Inc | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 464828332 | Insurance | CO | PHPS | C Corporation | $8,666,516 | $6,927,980 | 1 | Yes (true) | |||||||
| Ross Park Pharmacy Inc | |||||||||||||||||||
| 380 SUMMIT AVE | STEUBENVILLE | OH | 43952 | 341832654 | Pharmacy | OH | THS | C Corporation | $1,513,328 | $2,686,059 | 1 | Yes (true) | |||||||
| Saint Clare's Primary Care Inc | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 222441202 | Billing Services | CO | SCCC | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| SAMARITAN FAMILY CARE INC | |||||||||||||||||||
| 40 W FOURTH ST STE 1700 | Dayton | OH | 45402 | 311299450 | Healthcare | OH | SHP | C Corporation | $29,440,066 | $8,967,737 | 1 | Yes (true) | |||||||
| SJH Services Corporation | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 232307408 | Healthcare | CO | FSI | C Corporation | $0 | $1,598,610 | 1 | Yes (true) | |||||||
| SJL PHYSICIAN MANAGEMENT SERVICES INC | |||||||||||||||||||
| 424 LEWIS HARGETT CR STE 160 | Lexington | KY | 40503 | 270164198 | Mgmt | KY | SJHS | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| SoundPath Health Inc | |||||||||||||||||||
| 32129 Weyerhaeuser Way S STE 201 | Federal Way | WA | 98001 | 421720801 | Insurance | WA | PHPS | C Corporation | $181,743,407 | $66,769,322 | 1 | Yes (true) | |||||||
| St Alexius Health Services Inc | |||||||||||||||||||
| 900 East Broadway Avenue | Bismarck | ND | 58501 | 450402812 | Healthcare | ND | SAMC | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| St Anthony Development Company | |||||||||||||||||||
| 1415 Southgate | Pendleton | OR | 97801 | 931216943 | Athletic Club | OR | SAH | C Corporation | $1,609,675 | $2,187,406 | 1 | Yes (true) | |||||||
| St Joseph Development Company Inc | |||||||||||||||||||
| 1717 SOUTH J ST | Tacoma | WA | 98405 | 911480569 | Rental | WA | FSI | C Corporation | $4,387,694 | $34,715,309 | 1 | Yes (true) | |||||||
| St Luke's Episcopal Hospital Physician Hospital Organization Inc | |||||||||||||||||||
| 6720 Bertner MC4-262 | Houston | TX | 77030 | 760377932 | PHO | TX | CHI-SLH | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| St Luke's Health System Holdings Inc | |||||||||||||||||||
| 6624 Fannin STE 800 | Houston | TX | 77030 | 760637138 | Holding Co | TX | SLHS | C Corporation | $3,074,493 | $39,559,748 | 1 | Yes (true) | |||||||
| St Vincent Community Health Services Inc | |||||||||||||||||||
| TWO ST VINCENT CIRCLE | Little Rock | AR | 72205 | 710710785 | Healthcare | AR | SVIMC | C Corporation | $4,768,531 | $29,679,087 | 1 | Yes (true) | |||||||
| StableView Health Inc | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 464373713 | Insurance | CO | PHPS | C Corporation | $62,195 | $5,180,266 | 1 | Yes (true) | |||||||
| STE Holdings | |||||||||||||||||||
| 12809 West Dodge Rd | Omaha | NE | 68154 | 822383629 | Holding Co | NE | SERMC | C Corporation | $334,599 | $2,195,538 | 1 | Yes (true) | |||||||
| Sugar Land Doctor Group | |||||||||||||||||||
| 1317 Lake Point Parkway | Sugar Land | TX | 77478 | 454270163 | Medical Clinic | TX | SLCDC-SL | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| The Texas Heart Institute at St Luke's Episcopal Hospital Denton A Cooley B | |||||||||||||||||||
| 6624 Fannin STE 1100 | Houston | TX | 77030 | 900064009 | Condo Assoc | TX | CHI-SLH | C Corporation | $0 | $0 | 1 | Yes (true) | uilding Comdominium Association | ||||||
| Towson Management Inc | |||||||||||||||||||
| 7601 OSLER DR | Towson | MD | 21204 | 521710750 | Mgmt Services | MD | FSI | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| TRINITY MANAGEMENT SERVICES ORGANIZATION | |||||||||||||||||||
| 380 SUMMIT AVE | STEUBENVILLE | OH | 43952 | 341471026 | Mgmt Services | OH | THS | C Corporation | $13,543,963 | $184,008 | 1 | Yes (true) | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (205 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Alegent Creighton Health | ||
| A | $16,199,336 | FMV |
| St Alexius Medical Center | ||
| A | $3,615,616 | FMV |
| Alverna Apartments | ||
| A | $40,375 | FMV |
| St Rose Ambulatory (fka Central Kansas Medical Center) | ||
| A | $5,043 | FMV |
| Catholic Health Initiatives-Colorado | ||
| A | $9,456,738 | FMV |
| Catholic Health Initiatives-Iowa Corp | ||
| A | $5,164,690 | FMV |
| Memorial Health System of East Texas | ||
| A | $4,740,336 | FMV |
| Enumclaw Regional Hospital Association | ||
| A | $655,264 | FMV |
| Flaget Healthcare | ||
| A | $289,970 | FMV |
| Franciscan Health System | ||
| A | $4,134,362 | FMV |
| Franciscan Villa of South Milwaukee Inc | ||
| A | $94,334 | FMV |
| Good Samaritan Hospital | ||
| A | $283,097 | FMV |
| The Good Samaritan Hospital of Cincinnati OH | ||
| A | $2,342,082 | FMV |
| Highline Medical Center | ||
| A | $5,191,541 | FMV |
| Jewish Hospital & St Mary's Healthcare | ||
| A | $13,783,858 | FMV |
| Lakewood Health Center | ||
| A | $40,407 | FMV |
| Lisbon Area Health Services | ||
| A | $10,953 | FMV |
| Memorial Health Care System Inc | ||
| A | $10,151,730 | FMV |
| Mercy Medical Center | ||
| A | $1,086,910 | FMV |
| Mercy Medical Center - Centerville | ||
| A | $10,513 | FMV |
| Mercy Medical Center | ||
| A | $924,061 | FMV |
| Oakes Community Hospital | ||
| A | $216,350 | FMV |
| St Catherine Hospital | ||
| A | $606,244 | FMV |
| Saint Elizabeth Regional Medical Center | ||
| A | $2,646,762 | FMV |
| St Francis Medical Center | ||
| A | $275,477 | FMV |
| St Joseph Community Health | ||
| A | $57,143 | FMV |
| Saint Joseph Health System Inc | ||
| A | $10,762,388 | FMV |
| St Joseph's Area Health Services | ||
| A | $26,585 | FMV |
| St Joseph's Hospital and Health Center | ||
| A | $4,705,940 | FMV |
| St Mary's Community Hospital | ||
| A | $1,680,545 | FMV |
| St Vincent Infirmary Medical Center | ||
| A | $8,078,738 | FMV |
| Unity Family Healthcare | ||
| A | $571,856 | FMV |
| Villa Nazareth Inc | ||
| A | $34,317 | FMV |
| CHI Health Connect at Home - Fargo | ||
| A | $119,614 | FMV |
| St Luke's Health System Corporation | ||
| A | $28,330,369 | FMV |
| Harrison Medical Center | ||
| A | $4,234,184 | FMV |
| CHI National Home Care | ||
| A | $123,171 | FMV |
| CHI Living Communities | ||
| A | $19,460 | FMV |
| St Joseph Services Corporation dba St Joseph Health System | ||
| A | $1,224,025 | FMV |
| The Community Hospital of Brazosport | ||
| A | $1,822,972 | FMV |
| Alegent Creighton Health | ||
| B | $1,224,195 | FMV |
| St Alexius Medical Center | ||
| B | $437,643 | FMV |
| Catholic Health Initiatives Colorado Foundation | ||
| B | $1,912,380 | FMV |
| Flaget Memorial Hospital Foundation | ||
| B | $98,341 | FMV |
| St Joseph Berea Foundation | ||
| B | $80,372 | FMV |
| Good Samaritan Hospital | ||
| B | $197,134 | FMV |
| Good Samaritan Hospital Foundation - Dayton | ||
| B | $283,034 | FMV |
| Jewish Hospital & St Mary's Healthcare | ||
| B | $187,071 | FMV |
| Memorial Health Care System Inc | ||
| B | $60,500 | FMV |
| Mercy Foundation Inc | ||
| B | $195,740 | FMV |
| St Anthony Hospital | ||
| B | $104,815 | FMV |
| St Catherine Hospital | ||
| B | $128,215 | FMV |
| Saint Elizabeth Regional Medical Center | ||
| B | $113,675 | FMV |
| St Francis Medical Center | ||
| B | $69,938 | FMV |
| St Joseph's Area Health Services | ||
| B | $53,918 | FMV |
| St Vincent Foundation | ||
| B | $150,000 | FMV |
| Franciscan Foundation | ||
| B | $450,191 | FMV |
| Unity Family Healthcare | ||
| B | $55,119 | FMV |
| St Lukes Community Health Services | ||
| B | $50,633 | FMV |
| Mercy Foundation | ||
| B | $481,795 | FMV |
| Saint Joseph Mt Sterling Foundation | ||
| B | $93,100 | FMV |
| St Joseph London Foundation | ||
| B | $104,078 | FMV |
| St Joseph Hospital Foundation | ||
| B | $55,020 | FMV |
| CHI St Joseph Children's Health | ||
| B | $500,000 | FMV |
| First Initiatives Insurance LTD | ||
| C | $50,000 | FMV |
| First Initiatives Insurance LTD | ||
| F | $85,000,000 | FMV |
| Alegent Creighton Health | ||
| L | $301,685,689 | FMV |
| Baylor St Luke's Med Ctr McNair | ||
| L | $868,561 | FMV |
| Baylor College of Medicine | ||
| L | $172,382 | FMV |
| St Alexius Medical Center | ||
| L | $31,778,275 | FMV |
| Carrington Health Center | ||
| L | $4,876,005 | FMV |
| The Physician Network | ||
| L | $13,332,370 | FMV |
| Catholic Health Initiatives-Colorado | ||
| L | $41,359,975 | FMV |
| Catholic Health Initiatives-Iowa Corp | ||
| L | $149,165,750 | FMV |
| Memorial Medical Center Livingston | ||
| L | $1,365,636 | FMV |
| Memorial Health System of East Texas | ||
| L | $25,480,595 | FMV |
| Memorial Medical Center of San Augustine | ||
| L | $440,641 | FMV |
| Continuing Care Hospital | ||
| L | $1,569,481 | FMV |
| Enumclaw Regional Hospital Association | ||
| L | $1,304,545 | FMV |
| First Initiatives Insurance Ltd | ||
| L | $360,000 | FMV |
| Flaget Healthcare | ||
| L | $9,961,192 | FMV |
| Franciscan Health System | ||
| L | $347,035,631 | FMV |
| Franciscan Villa of South Milwaukee Inc | ||
| L | $503,119 | FMV |
| Fransician Medical Group | ||
| L | $8,930,575 | FMV |
| Good Samaritan Hospital | ||
| L | $5,562,246 | FMV |
| The Good Samaritan Hospital of Cincinnati OH | ||
| L | $16,740,148 | FMV |
| Highline Medical Center | ||
| L | $5,610,438 | FMV |
| Good Samaritan Hospital | ||
| L | $6,854,506 | FMV |
| Jewish Hospital & St Mary's Healthcare | ||
| L | $133,376,396 | FMV |
| KYOne Health Medical Group (fka Jewish Physician Group) | ||
| L | $34,078,190 | FMV |
| Lakewood Health Center | ||
| L | $3,794,293 | FMV |
| Lisbon Area Health Services | ||
| L | $2,831,495 | FMV |
| Memorial Health Care System Inc | ||
| L | $97,436,106 | FMV |
| Mercy Medical Center | ||
| L | $34,316,796 | FMV |
| Mercy Hospital of Devils Lake | ||
| L | $5,461,922 | FMV |
| Mercy Hospital of Valley City | ||
| L | $3,312,852 | FMV |
| Mercy Medical Center - Centerville | ||
| L | $551,175 | FMV |
| Mercy Medical Center | ||
| L | $20,427,805 | FMV |
| Nebraska Heart Hospital | ||
| L | $1,126,489 | FMV |
| Oakes Community Hospital | ||
| L | $3,044,189 | FMV |
| St Anthony's Hospital Association | ||
| L | $336,805 | FMV |
| St Anthony Hospital | ||
| L | $10,091,266 | FMV |
| St Catherine Hospital | ||
| L | $2,660,043 | FMV |
| Saint Elizabeth Regional Medical Center | ||
| L | $5,512,760 | FMV |
| St Francis Medical Center | ||
| L | $7,046,920 | FMV |
| Saint Francis Medical Center | ||
| L | $3,848,515 | FMV |
| St Joseph Community Health | ||
| L | $870,379 | FMV |
| St Joseph Development Company Inc | ||
| L | $62,585 | FMV |
| St Joseph Health Ministries | ||
| L | $480,247 | FMV |
| Saint Joseph Health System Inc | ||
| L | $99,765,632 | FMV |
| St Joseph's Area Health Services | ||
| L | $10,760,777 | FMV |
| St Joseph's Hospital and Health Center | ||
| L | $13,476,809 | FMV |
| St Mary's Community Hospital | ||
| L | $657,592 | FMV |
| St Vincent Infirmary Medical Center | ||
| L | $94,012,427 | FMV |
| Sylvania Franciscan Health | ||
| L | $60,628 | FMV |
| Regional Hospital for Respiratory and Complex Care | ||
| L | $179,628 | FMV |
| Unity Family Healthcare | ||
| L | $15,443,105 | FMV |
| Villa Nazareth Inc | ||
| L | $2,748,328 | FMV |
| CHI Health Connect at Home - Fargo | ||
| L | $1,309,290 | FMV |
| KentuckyOne Health Inc | ||
| L | $5,022,386 | FMV |
| St Luke's Health System Corporation | ||
| L | $184,498,838 | FMV |
| Harrison Medical Center | ||
| L | $11,204,218 | FMV |
| CHI St Vincent Hospital Hot Springs | ||
| L | $7,201,015 | FMV |
| CHI National Home Care | ||
| L | $1,567,741 | FMV |
| CHI Institute for Research & Innovation | ||
| L | $360,672 | FMV |
| Consolidated Health Services | ||
| L | $26,958,834 | FMV |
| Qualchoice Health Plan Services | ||
| L | $3,355,822 | FMV |
| CHI Living Communities | ||
| L | $1,440,867 | FMV |
| Trinity Hospital Twin City | ||
| L | $637,930 | FMV |
| Trinity Health System | ||
| L | $3,648,049 | FMV |
| St Joseph Services Corporation dba St Joseph Health System | ||
| L | $52,089,665 | FMV |
| Mercy Medical Center - Newton | ||
| L | $2,368,072 | FMV |
| The Community Hospital of Brazosport | ||
| L | $1,353,279 | FMV |
| Conway Regional Medical Center | ||
| L | $2,119,027 | FMV |
| CHI Memorial Hospital - Georgia | ||
| L | $374,108 | FMV |
| Memorial Specialty Hospital | ||
| L | $163,922 | FMV |
| Memorial Multispecialty Associates | ||
| L | $78,639 | FMV |
| Alegent Health - Immanuel Medical Center | ||
| L | $2,620,129 | FMV |
| Alegent Health-Mercy Hospital Corning IA | ||
| L | $171,556 | FMV |
| Alegent Health-Community Memorial Hospital of Missouri Valley | ||
| L | $128,583 | FMV |
| Alegent Health-Memorial Hospital Schuyler | ||
| L | $67,658 | FMV |
| St Joseph Regional Health Center | ||
| L | $2,989,649 | FMV |
| Madison St Joseph Health Center | ||
| L | $323,277 | FMV |
| Burleson St Joseph Health Center | ||
| L | $260,079 | FMV |
| Bellville St Joseph Health Center | ||
| L | $291,394 | FMV |
| Providence Care Center | ||
| L | $105,221 | FMV |
| The Commons of Providence | ||
| L | $76,310 | FMV |
| St Leonard | ||
| L | $547,676 | FMV |
| Trinity Health System Group | ||
| L | $3,291,306 | FMV |
| St Francis Home | ||
| L | $100,607 | FMV |
| Memorial Health Partners Foundation | ||
| L | $10,449,169 | FMV |
| Mercy Clinics Inc | ||
| L | $21,268,419 | FMV |
| Baylor St Lukes Medical Group | ||
| L | $5,872,890 | FMV |
| St Luke's Community Development Corportion - The Woodlands | ||
| L | $10,528,297 | FMV |
| Baylor CHI St Lukes Health Services LLC | ||
| L | $89,601 | FMV |
| St Luke's Lakeside Hospital LLC | ||
| L | $133,588 | FMV |
| St Luke's Hospital at the Vintage (fka CDC-Vintage) | ||
| L | $686,986 | FMV |
| PMC Hospital LLC | ||
| L | $411,408 | FMV |
| St Luke's Community Development Corporation - Sugar Land | ||
| L | $429,579 | FMV |
| CHI St Luke's Emergency Center LLC | ||
| L | $101,689 | FMV |
| St Vincent Medical Group | ||
| L | $7,247,770 | FMV |
| CHI St Vincent Medical Group Hot Springs | ||
| L | $5,955,027 | FMV |
| Alegent Creighton Clinic | ||
| L | $2,621,639 | FMV |
| Burleson St Joseph Manor | ||
| L | $53,748 | FMV |
| St Joseph Manor | ||
| L | $88,788 | FMV |
| Trinity Health Management Services Organization | ||
| L | $91,692 | FMV |
| Tri-State Health Services | ||
| L | $82,207 | FMV |
| Alegent Creighton Health | ||
| S | $20,001,781 | FMV |
| St Alexius Medical Center | ||
| S | $2,112,839 | FMV |
| St Rose Ambulatory (fka Central Kansas Medical Center) | ||
| S | $1,274,018 | FMV |
| Catholic Health Initiatives-Colorado | ||
| S | $9,057,140 | FMV |
| Catholic Health Initiatives-Iowa Corp | ||
| S | $7,637,107 | FMV |
| Memorial Health System of East Texas | ||
| S | $3,233,499 | FMV |
| Enumclaw Regional Hospital Association | ||
| S | $765,928 | FMV |
| Flaget Healthcare | ||
| S | $1,870,766 | FMV |
| Franciscan Health System | ||
| S | $11,330,310 | FMV |
| Franciscan Villa of South Milwaukee Inc | ||
| S | $395,823 | FMV |
| Good Samaritan Hospital | ||
| S | $2,788,469 | FMV |
| The Good Samaritan Hospital of Cincinnati OH | ||
| S | $2,682,440 | FMV |
| Highline Medical Center | ||
| S | $3,840,375 | FMV |
| Jewish Hospital & St Mary's Healthcare | ||
| S | $11,766,859 | FMV |
| Lakewood Health Center | ||
| S | $398,005 | FMV |
| Lisbon Area Health Services | ||
| S | $216,783 | FMV |
| Memorial Health Care System Inc | ||
| S | $11,272,411 | FMV |
| Mercy Medical Center | ||
| S | $2,348,490 | FMV |
| Mercy Medical Center - Centerville | ||
| S | $208,081 | FMV |
| Mercy Medical Center | ||
| S | $1,254,263 | FMV |
| Oakes Community Hospital | ||
| S | $228,797 | FMV |
| St Catherine Hospital | ||
| S | $994,603 | FMV |
| Saint Elizabeth Regional Medical Center | ||
| S | $3,439,112 | FMV |
| St Francis Medical Center | ||
| S | $695,367 | FMV |
| St Joseph Community Health | ||
| S | $83,096 | FMV |
| Saint Joseph Health System Inc | ||
| S | $15,905,803 | FMV |
| St Joseph's Area Health Services | ||
| S | $261,862 | FMV |
| St Joseph's Hospital and Health Center | ||
| S | $1,994,524 | FMV |
| St Mary's Community Hospital | ||
| S | $1,479,246 | FMV |
| St Vincent Infirmary Medical Center | ||
| S | $12,035,655 | FMV |
| Unity Family Healthcare | ||
| S | $1,059,974 | FMV |
| Villa Nazareth Inc | ||
| S | $779,118 | FMV |
| CHI Health Connect at Home - Fargo | ||
| S | $173,940 | FMV |
| St Luke's Health System Corporation | ||
| S | $10,802,912 | FMV |
| Harrison Medical Center | ||
| S | $4,071,123 | FMV |
| Consolidated Health Services | ||
| S | $4,659,955 | FMV |
| The Community Hospital of Brazosport | ||
| S | $797,850 | FMV |
| St Joseph Regional Health Center | ||
| S | $771,901 | FMV |