ST VINCENTS FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ST VINCENTS FOUNDATION INC (EIN 59-2219923)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-11
- IRS object ID
- 201911319349300616
- Schema version
- 2017v2.2
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-11T10:04:03-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592219923 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Vincent's Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STVI | BusinessNameControlTxt |
| Phone | 3147338000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4205 Belfort Road 4020 | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tonya Mershon | PersonNm |
| Person Title | Tax Officer | PersonTitleTxt |
| Signature | 2019-05-11 | SignatureDt |
| 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 | Thomas J VanOsdol | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Shircliff Way | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,537,237 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.jaxhealth.com/foundation | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | To actively seek and invest charitable support for St. Vincent's Health System, so that they may improve the health and well-being of all the people in the communities they serve. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 98 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,318,602 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,581,978 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,672,650 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,747,268 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$196,550 | PYOtherRevenueAmt |
| CY Other Revenue | $1,028,744 | CYOtherRevenueAmt |
| PY Total Revenue | $4,794,702 | PYTotalRevenueAmt |
| CY Total Revenue | $11,357,990 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,657,907 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,619,444 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $456,036 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,207,376 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $161,215 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $833,061 | PYOtherExpensesAmt |
| CY Other Expenses | $515,896 | CYOtherExpensesAmt |
| PY Total Expenses | $11,947,004 | PYTotalExpensesAmt |
| CY Total Expenses | $7,342,716 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,152,302 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,015,274 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $61,495,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,502,952 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,031,140 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,298,881 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $55,464,401 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $62,204,071 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To solicit and invest contributions, gifts and bequests on the behalf of St. Vincent's Health System, so that they may develop and expand their services to the communities they serve. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,994,125 | ExpenseAmt |
| Grant | $5,619,444 | GrantAmt |
| Desc | St. Vincent's HealthCare Foundation is a not-for-profit, philanthropic organization established in 1982 that is committed to enhancing the current and future healthcare needs of Jacksonville and the surrounding area. Serving as a liaison between St. Vincent's HealthCare and our family of generous donors, the Foundation is rooted in the loving ministry of Jesus as healer and devoted to putting our commitment to philanthropy into action. The Foundation supports St. Vincent's Community Outreach Ministries, capital building and equipment needs. | Desc |
| Total Program Service Expenses | $6,994,125 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | 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 | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | 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 | false | TaxExemptBondsInd |
| 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 | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | Yes (true) | 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 | false | LocalChaptersInd |
| 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARA OBRIEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3147338070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11775 BORMAN DRIVE | AddressLine1Txt |
| City | MARYLAND HEIGHTS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63146 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| THOMAS R MCGEHEE JR | |||||||||
| CHAIRMAN | 1.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEAN GRIMSLEY | |||||||||
| VICE PRESIDENT | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN FALCONETTI | |||||||||
| VICE CHAIRMAN | 1.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD ERICKSON | |||||||||
| SECRETARY | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALI CHAHLAVI MD | |||||||||
| MEMBER | 1.0 | 54.0 | Yes (X) | $0 | $1,876,411 | $66,422 | |||
| KAREN F DARNELL | |||||||||
| MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| J C DEMETREE JR | |||||||||
| MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN ENGLISH | |||||||||
| MEMBER (START 9/2017) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| W ROBINSON FRAZIER III | |||||||||
| MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| DEBBIE GOTTLIEB | |||||||||
| MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK KILBANE | |||||||||
| MEMBER (START 9/2017) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID G KULIK | |||||||||
| MEMBER | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| ALY LEEPER | |||||||||
| MEMBER (START 1/2018) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS LOBRANO IV | |||||||||
| MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| KIRSTEN MARTINO | |||||||||
| MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL OATES | |||||||||
| MEMBER (END 5/2018) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| TRACY B WILLIAMS | |||||||||
| MEMBER (START 9/2017) | 1.0 | 54.0 | Yes (X) | $0 | $346,258 | $46,122 | |||
| C SUSAN CORNEJO | |||||||||
| CFO, GULF COAST MINISTRY MARKET (START 6/2018) | 1.0 | 49.0 | Yes (X) | $0 | $703,672 | $37,265 | |||
| PAMELA M HESS | |||||||||
| CFO, JACKSONVILLE MINISTRY MARKET (END 6/2018) | 1.0 | 54.0 | Yes (X) | $0 | $688,053 | $35,645 | |||
| JANE R LANIER | |||||||||
| PRESIDENT-FOUNDATION | 55.0 | 0 | Yes (X) | $284,284 | $0 | $33,718 | |||
| THOMAS J VANOSDOL | |||||||||
| CEO, MINISTRY MARKET | 0.0 | 50.0 | Yes (X) | $0 | $926,860 | $45,050 | |||
| JAMES TOWLER JR | |||||||||
| DIRECTOR, DONOR SERVICES | 55.0 | 0 | $127,421 | $0 | $9,365 | Yes (X) | |||
| MICHAEL H SCHATZLEIN MD | |||||||||
| FORMER OFFICER (END 12/2016) | 0.0 | 0.0 | $0 | $1,051,835 | $11,195 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $411,705 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,593,090 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $284,782 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $378,392 | FundraisingAmt |
| Related Organizations | $25,300 | RelatedOrganizationsAmt |
| All Other Contributions | $8,178,286 | AllOtherContributionsAmt |
| Total Contributions | $8,581,978 | TotalContributionsAmt |
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 | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,812,262 | TotalRevenueColumnAmt |
| Exclusion | $1,812,262 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,589,847 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,654,841 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$64,994 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$64,994 | TotalRevenueColumnAmt |
| Exclusion | -$64,994 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,553,060 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $378,392 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $524,406 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,028,654 | TotalRevenueColumnAmt |
| Exclusion | $1,028,654 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Escheatment Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $90 | TotalRevenueColumnAmt |
| Exclusion | $90 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| 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) |
|---|---|---|
| Other Revenue Total | $90 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,357,990 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,776,012 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,578,444 | TotalAmt |
| Program Services | $5,578,444 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,000 | TotalAmt |
| Program Services | $41,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,002 | TotalAmt |
| Program Services | $270,302 | ProgramServicesAmt |
| Management And General | $15,900 | ManagementAndGeneralAmt |
| Fundraising | $31,800 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $673,850 | TotalAmt |
| Program Services | $572,772 | ProgramServicesAmt |
| Management And General | $33,693 | ManagementAndGeneralAmt |
| Fundraising | $67,385 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,886 | TotalAmt |
| Program Services | $44,103 | ProgramServicesAmt |
| Management And General | $2,594 | ManagementAndGeneralAmt |
| Fundraising | $5,189 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,585 | TotalAmt |
| Program Services | $84,647 | ProgramServicesAmt |
| Management And General | $4,980 | ManagementAndGeneralAmt |
| Fundraising | $9,958 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,053 | TotalAmt |
| Program Services | $54,445 | ProgramServicesAmt |
| Management And General | $3,203 | ManagementAndGeneralAmt |
| Fundraising | $6,405 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,448 | TotalAmt |
| Program Services | $75,181 | ProgramServicesAmt |
| Management And General | $4,422 | ManagementAndGeneralAmt |
| Fundraising | $8,845 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,521 | TotalAmt |
| Program Services | $42,943 | ProgramServicesAmt |
| Management And General | $2,526 | ManagementAndGeneralAmt |
| Fundraising | $5,052 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,460 | TotalAmt |
| Program Services | $6,341 | ProgramServicesAmt |
| Management And General | $373 | ManagementAndGeneralAmt |
| Fundraising | $746 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,508 | TotalAmt |
| Program Services | $104,132 | ProgramServicesAmt |
| Management And General | $6,125 | ManagementAndGeneralAmt |
| Fundraising | $12,251 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,365 | TotalAmt |
| Program Services | $19,010 | ProgramServicesAmt |
| Management And General | $1,118 | ManagementAndGeneralAmt |
| Fundraising | $2,237 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $912 | TotalAmt |
| Program Services | $775 | ProgramServicesAmt |
| Management And General | $46 | ManagementAndGeneralAmt |
| Fundraising | $91 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,043 | TotalAmt |
| Program Services | $35,737 | ProgramServicesAmt |
| Management And General | $2,102 | ManagementAndGeneralAmt |
| Fundraising | $4,204 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,991 | TotalAmt |
| Program Services | $39,942 | ProgramServicesAmt |
| Management And General | $2,350 | ManagementAndGeneralAmt |
| Fundraising | $4,699 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,616 | TotalAmt |
| Program Services | $7,323 | ProgramServicesAmt |
| Management And General | $431 | ManagementAndGeneralAmt |
| Fundraising | $862 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Medical Supplies | $13,016 | $11,063 | $651 | $1,302 |
| Dues | $6,232 | $5,297 | $312 | $623 |
| Books & Subscriptions | $2,208 | $1,877 | $110 | $221 |
| Purchased Services | $1,614 | $1,372 | $81 | $161 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,962 | TotalAmt |
| Program Services | -$2,581 | ProgramServicesAmt |
| Management And General | $106,359 | ManagementAndGeneralAmt |
| Fundraising | -$816 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,342,716 | TotalAmt |
| Program Services | $6,994,125 | ProgramServicesAmt |
| Management And General | $187,376 | ManagementAndGeneralAmt |
| Fundraising | $161,215 | FundraisingAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,062,439 | BOYAmt |
| EOY | $8,278,238 | 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) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288 | BOYAmt |
| EOY | $70 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $199,573 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $99,573 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,605,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,717,887 | BOYAmt |
| EOY | $45,215,795 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,109,927 | BOYAmt |
| EOY | $10,908,849 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,495,541 | BOYAmt |
| EOY | $64,502,952 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,820 | BOYAmt |
| EOY | $69,661 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,826 | BOYAmt |
| EOY | $158,520 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,717,494 | BOYAmt |
| EOY | $2,070,700 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,031,140 | BOYAmt |
| EOY | $2,298,881 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,016,067 | BOYAmt |
| EOY | $35,441,851 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,678,547 | BOYAmt |
| EOY | $22,986,133 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,769,787 | BOYAmt |
| EOY | $3,776,087 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,464,401 | BOYAmt |
| EOY | $62,204,071 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,495,541 | BOYAmt |
| EOY | $64,502,952 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,015,274 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,784,710 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $939,686 | 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 | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,695,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,682,267 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,691,263 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,318,602 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,581,978 | CurrentTaxYearAmt |
| Total | $37,969,707 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,695,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,682,267 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,691,263 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,318,602 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,581,978 | CurrentTaxYearAmt |
| Total | $37,969,707 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,275,312 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,694,395 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,217,453 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,311,407 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $662,036 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,623,927 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,812,262 | CurrentTaxYearAmt |
| Total | $7,627,085 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90 | CurrentTaxYearAmt |
| Total | $90 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $45,596,882 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,550 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6293 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7034 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - ESCHEATMENT REVENUE, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 90.0, COLUMN F - 90.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 2 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $8,009 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $26,282 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,308,607 | BeginningYearBalanceAmt |
| Contributions | $279,025 | ContributionsAmt |
| Investment Earnings Or Losses | $1,292,516 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $88,399 | OtherExpendituresAmt |
| End Year Balance | $17,791,749 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,304,565 | BeginningYearBalanceAmt |
| Contributions | $42,447 | ContributionsAmt |
| Investment Earnings Or Losses | $2,024,219 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $62,624 | OtherExpendituresAmt |
| End Year Balance | $16,308,607 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,147,814 | BeginningYearBalanceAmt |
| Contributions | $34,630 | ContributionsAmt |
| Investment Earnings Or Losses | -$830,098 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $47,781 | OtherExpendituresAmt |
| End Year Balance | $14,304,565 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,719,792 | BeginningYearBalanceAmt |
| Contributions | $314,926 | ContributionsAmt |
| Investment Earnings Or Losses | $159,140 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $46,044 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $15,147,814 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,509,481 | BeginningYearBalanceAmt |
| Contributions | $752,249 | ContributionsAmt |
| Investment Earnings Or Losses | $1,817,966 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $359,904 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $14,719,792 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.56 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,939 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,939 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $146,634 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,634 | DepreciationAmt |
| Book Value | $100,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $100,000 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Other Assets | |
| Due from Affiliates | $337,060 |
| Other Receivables | |
| Deferred Compensation/Retirement/Pension Asset | |
| Interest in Investments Held by Ascension Health Alliance | $7,753,036 |
| Assets Held for Sale | $2,505,000 |
| Cash Surrender Value Life Insurance | $313,753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,908,849 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Affiliates | $1,981,185 |
| Deferred Compensation/Retirement/Pension Liability | |
| Other Miscellaneous Current Liabilities | $20,027 |
| Debt with Ascension Health Alliance | $69,488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,070,700 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The interest from the endowments is used to support temporarily and unrestricted activities in the Foundation. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE SYSTEM ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SYSTEM HAS DETERMINED THAT NO MATERIAL UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST AS OF JUNE 30, 2018. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | THE TRADITION | Event1Nm |
| Gross Receipts Event1 | $758,692 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $250,222 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $508,470 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,865 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $106,993 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $59,742 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $78,300 | OtherDirectExpensesEvent1Amt |
| Event2 | DELICIOUS DESTINATIONS | Event2Nm |
| Gross Receipts Event2 | $467,833 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $467,833 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $66,764 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $53,766 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $704,927 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $128,170 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $576,757 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $3,169 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $43,034 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $28,269 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $16,175 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $65,329 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,931,452 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $378,392 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,553,060 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $6,034 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $150,027 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $154,775 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $16,175 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $197,395 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $524,406 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,028,654 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ST LUKE'S-ST VINCENT'S MEDICAL CENTER | |||||||
| 4205 BELFORT ROAD | Jacksonville | FL | 32216 | 260479484 | 501(C)(3) | $433,460 | OPERATING SUPPORT |
| ST VINCENT'S HEALTH SYSTEM INC | |||||||
| 4205 BELFORT ROAD | Jacksonville | FL | 32216 | 593650609 | 501(C)(3) | $432,563 | OPERATING SUPPORT |
| ST VINCENT'S AMBULATORY CARE INC | |||||||
| 4205 BELFORT ROAD | Jacksonville | FL | 32216 | 592292041 | 501(C)(3) | $1,033,600 | OPERATING SUPPORT |
| ST VINCENT'S MEDICAL CENTER INC | |||||||
| 4205 BELFORT ROAD | Jacksonville | FL | 32216 | 590624449 | 501(C)(3) | $1,782,676 | OPERATING SUPPORT |
| ST VINCENT'S MEDICAL CENTER CLAY COUNTY | |||||||
| 4205 BELFORT ROAD | Jacksonville | FL | 32216 | 461523194 | 501(C)(3) | $1,706,499 | OPERATING SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Nursing Scholarships | GrantTypeTxt |
| Recipient | 41 | RecipientCnt |
| Cash Grant | $41,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | Recipients are required to submit requests for funds with appropriate backup to the Foundation. The Foundation will review the requests for consideration. Upon approval, the Foundation will release the funds to the recipient. Activity is tracked through fund schedules. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALI CHAHLAVI MD | ||||||||||||||
| MEMBER | $0 | $1,943,152 | $0 | -$68,450 | $0 | $1,710 | $0 | $14,842 | $0 | $51,580 | $0 | $1,942,834 | $0 | $0 |
| TRACY B WILLIAMS | ||||||||||||||
| MEMBER (START 9/2017) | $0 | $283,313 | $0 | $37,524 | $0 | $25,421 | $0 | $15,852 | $0 | $30,271 | $0 | $392,381 | $0 | $0 |
| MICHAEL H SCHATZLEIN MD | ||||||||||||||
| FORMER OFFICER (END 12/2016) | $0 | $37,007 | $0 | $0 | $0 | $1,014,828 | $0 | $1,704 | $0 | $9,491 | $0 | $1,063,029 | $0 | $0 |
| C SUSAN CORNEJO | ||||||||||||||
| CFO, GULF COAST MINISTRY MARKET (START 6/2018) | $0 | $401,722 | $0 | $248,229 | $0 | $53,721 | $0 | $16,200 | $0 | $21,065 | $0 | $740,937 | $0 | $0 |
| PAMELA M HESS | ||||||||||||||
| CFO, JACKSONVILLE MINISTRY MARKET (END 6/2018) | $0 | $325,338 | $0 | $104,808 | $0 | $257,907 | $0 | $16,200 | $0 | $19,445 | $0 | $723,699 | $0 | $0 |
| JANE R LANIER | ||||||||||||||
| PRESIDENT-FOUNDATION | $225,060 | $0 | $29,765 | $0 | $29,460 | $0 | $16,252 | $0 | $17,466 | $0 | $318,002 | $0 | $0 | $0 |
| THOMAS J VANOSDOL | ||||||||||||||
| CEO, MINISTRY MARKET | $0 | $555,860 | $0 | $301,615 | $0 | $69,385 | $0 | $17,550 | $0 | $27,500 | $0 | $971,910 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | Ascension Health, a related organization of St. Vincent's Medical Center, Inc., uses the following to establish the compensation of the organization's President & CEO: - Compensation Committee, - Independent Compensation Consultant, - Compensation Survey or Study, and - Approval by the Board or Compensation Committee. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | The following individual(s) received severance payments from the organization or a related organization: Michael H Schatzlein, MD - $961,539 |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. No individuals received payment from the supplemental nonqualified retirement plan in the current year. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL | In determining the compensation of the Organization's President & CEO, the process performed by Ascension Health, a related organization of St. Vincent's Foundation, Inc., included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Compensation Committee reviewed and approved the compensation. In the review of the compensation, the CEO was compared to individuals at other organizations in the area who hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the Committee minutes. The individual was not present when his compensation was decided. |
| Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES | IN DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS, THE PROCESS PERFORMED BY ST. VINCENT'S HEALTH SYSTEM, INC., A RELATED ORGANIZATION OF ST. VINCENT'S FOUNDATION, INC., INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE ST. VINCENT'S HEALTH SYSTEM, INC. EXECUTIVE COMPENSATION COMMITTEE REVIEWED AND APPROVED THE COMPENSATION. IN THE REVIEW OF THE COMPENSATION, THE OFFICERS' SALARIES WERE COMPARED TO INDIVIDUALS AT OTHER ORGANIZATIONS IN THE AREA WHO HOLD THE SAME TITLE. DURING THE REVIEW AND APPROVAL OF THE COMPENSATION, DOCUMENTATION OF THE DECISION WAS RECORDED IN THE MINUTES. INDIVIDUALS WERE NOT PRESENT WHEN THEIR COMPENSATION WAS DECIDED. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | St. Vincent's Foundation, Inc. has a single corporate member St. Vincent's Health System, Inc. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | St. Vincent's Foundation, Inc. has a single corporate member, St. Vincent's Health System, Inc., who has the ability to elect members to the governing body of St. Vincent's Foundation, Inc. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | All decisions that have a material impact to St. Vincent's Foundation, Inc.'s financial information or corporation as a whole are subject to approval by its sole corporate member St. Vincent's Health System, Inc. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | Management, including certain officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Management presents the Form 990 to a designated committee of the Board to review and answer any questions. Prior to filing the returns, all Board members are provided the Form 990 and management team members are available to answer any Board member questions. |
| Form 990, Part VI, Line 12c Conflict of interest policy | The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee will decide if conflicts of interest exist. Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the conflicts of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt purpose. |
| Form 990, Part VI, Line 19 Required documents available to the public | The organization will provide any documents open to public inspection upon request. |
| Form 990, Part VII, Section A Related Entities | The organization utilizes an affiliate as the common pay agent. Employees reported in Part VII may have duties that impact multiple related entities. Total average hours worked and compensation and benefits paid are reported. In doing so, if available, a common law employer analysis is used to determine whether the hours and compensation/benefits are reportable as attributable directly to the filing organization or another entity; otherwise, the best available information has been used as the basis for allocations utilized in the reporting. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Transfers with Alpha Fund - 939686; |
| Form 990, Part XII, Line 2b audit of financial statements | The activity of St. Vincent's Foundation, Inc. is reported in the consolidated financial statements of Ascension Health Alliance. No individual audit of St. Vincent's Foundation, Inc. is completed. Therefore, the audited financial statements are of Ascension Health Alliance and Affiliates, which include the activity of St. Vincent's Foundation, Inc. |
| Form 990, Part XII, Line 2c oversight of audit or selection of independent accountant | St. Vincent's Foundation, Inc. is included in the consolidated financial statements of Ascension Health Alliance. The Finance and Audit committee of Ascension Health Alliance's Board assumes responsibility for the consolidated organization as a whole. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAK LEAF SVF LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SHIRCLIFF WAY | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592219923 | EIN |
| Primary Activities | REAL ESTATE HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $2,505,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST VINCENT'S FOUNDATION INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ASCENSION HEALTH ALLIANCE | ||||||||||
| PO BOX 45998 | ST LOUIS | MO | 631455998 | 453358926 | NATIONAL HEALTH SYSTEM | MO | 501(c)(3) | Type I | NA | false |
| ASCENSION HEALTH | ||||||||||
| PO BOX 45998 | ST LOUIS | MO | 63145 | 311662309 | NATIONAL HEALTH SYSTEM | MO | 501(c)(3) | Type I | ASCENSION HEALTH ALLIANCE | false |
| ST VINCENT'S HEALTH SYSTEM INC | ||||||||||
| 4205 BELFORT ROAD SUITE 4020 | JACKSONVILLE | FL | 32216 | 593650609 | PARENT ENTITY | FL | 501(c)(3) | Type II | ASCENSION HEALTH | false |
| ST VINCENT'S MEDICAL CENTER INC | ||||||||||
| 4205 BELFORT ROAD SUITE 4020 | JACKSONVILLE | FL | 32216 | 590624449 | HOSPITAL | FL | 501(c)(3) | 3 | ST VINCENT'S HEALTH SYSTEM INC | Yes (true) |
| ST LUKE'S-ST VINCENT'S HEALTHCARE INC | ||||||||||
| 4205 BELFORT ROAD SUITE 4020 | JACKSONVILLE | FL | 32216 | 260479484 | HOSPITAL | FL | 501(c)(3) | 3 | ST VINCENT'S HEALTH SYSTEM INC | Yes (true) |
| ST VINCENT'S MEDICAL CENTER CLAY COUNTY INC | ||||||||||
| 4205 BELFORT ROAD SUITE 4020 | JACKSONVILLE | FL | 32216 | 461523194 | HOSPITAL | FL | 501(c)(3) | 3 | ST VINCENT'S HEALTH SYSTEM INC | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| CONSOLIDATED PHARMACY SERVICES INC | |||||||||
| 4205 BELFORT ROAD SUITE 4030 | JACKSONVILLE | FL | 32216 | 593398033 | RETAIL PHARMACY & PATIENT TRANSPORT | FL | NA | C Corporation | Yes (true) |
| ADVANCED PATIENT TRANSPORTATION INC | |||||||||
| 4205 BELFORT ROAD SUITE 4030 | JACKSONVILLE | FL | 32216 | 593381444 | TRANSPORT SERVICES | FL | NA | C Corporation | Yes (true) |
| SETON PHARMACY INC | |||||||||
| 4205 BELFORT ROAD SUITE 4030 | JACKSONVILLE | FL | 32216 | 593001427 | RETAIL PHARMACY | FL | NA | C Corporation | Yes (true) |
| FAMILY MEDICINE CENTER CONDOMINIUM ASSOCIATION INC | |||||||||
| 1 SHIRCLIFF WAY | JACKSONVILLE | FL | 32204 | 261983355 | CONDOMINIUM ASSOCIATION | FL | NA | C Corporation | Yes (true) |
| St Vincent's Strategic Ventures Inc | |||||||||
| 4205 Belfort Road Suite 4030 | Jacksonville | FL | 33213 | 593133073 | LEASING | FL | NA | C Corporation | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | 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 | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | 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 | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ST VINCENT'S MEDICAL CENTER CLAY COUNTY | ||
| B | $1,706,499 | FAIR MARKET VALUE |
| ST VINCENT'S MEDICAL CENTER INC | ||
| B | $1,782,676 | FAIR MARKET VALUE |
| ST LUKE'S HOSPITAL | ||
| B | $433,460 | FAIR MARKET VALUE |