ROPER ST FRANCIS HEALTHCARE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROPER ST FRANCIS HEALTHCARE (EIN 57-0831165)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201723179349305807
- Schema version
- 2016v3.0
- 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 I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T14:24:59-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIDGEFIELD COURT | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570831165 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CareAlliance Health Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARE | BusinessNameControlTxt |
| Phone | 8437242958 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8536 Palmetto Commerce Pkwy No 201 | AddressLine1Txt |
| City | Ladson | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29456 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bret D Johnson | PersonNm |
| Person Title | SVP & CFO | PersonTitleTxt |
| Phone | 8437242958 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Bibby | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.25.12.224 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 13:49:18 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ADBFC64F84809A3D359AE279AE52D225AAF16287 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roper St Francis Healthcare | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lorraine Lutton | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8536 Palmetto Commerce Pkwy No 201 | AddressLine1Txt |
| City | Ladson | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $123,860,022 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.rsfh.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | Management and oversight of related nonprofit hospital and healthcare subsidiaries | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 823 | TotalEmployeeCnt |
| Total Volunteers | 106 | TotalVolunteersCnt |
| Total Gross UBI | $122,592 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,387,387 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,696,491 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $100,017,474 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $106,000,302 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,275,375 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,173,552 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,009,231 | PYOtherRevenueAmt |
| CY Other Revenue | $1,580,517 | CYOtherRevenueAmt |
| PY Total Revenue | $107,689,467 | PYTotalRevenueAmt |
| CY Total Revenue | $123,450,862 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,049,522 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,076,130 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $56,204,011 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $63,524,498 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $77,830,696 | PYOtherExpensesAmt |
| CY Other Expenses | $87,911,835 | CYOtherExpensesAmt |
| PY Total Expenses | $135,084,229 | PYTotalExpensesAmt |
| CY Total Expenses | $152,512,463 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$27,394,762 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$29,061,601 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $838,671,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $925,106,128 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $466,960,789 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $559,886,714 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $371,711,143 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $365,219,414 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Healing all people with compassion, faith, and excellence. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $80,472,571 | ExpenseAmt |
| Grant | $1,076,130 | GrantAmt |
| Revenue | $106,000,302 | RevenueAmt |
| Desc | Roper St. Francis cares for more Lowcountry adults than any other healthcare provider. Our mission is simple: Healing all people with compassion, faith and excellence.Our history spans more than 150 years, and our healthcare system has grown to include three flagship hospitals: Roper Hospital, Bon Secours St. Francis Hospital and Roper St. Francis Mount Pleasant Hospital. We have started construction to build a fourth hospital in Berkeley County by 2019. Our Roper St. Francis Physician Partners offers a comprehensive network of more than 230 physicians covering a complete range of primary care and 20 subspecialties spread across five counties. We are the second largest private employer in the Lowcountry with more than 5,500 teammates.As Charleston's only private, not-for-profit healthcare system with a specific focus on community outreach, our entire organization is committed to making a difference. Roper St. Francis contributed $67.7 million in community benefit in 2016, which represents 7.9 percent of our net operating revenue. This community benefit comes in many forms, such as $49.4 million in charity care, $12.5 million in unreimbursed Medicaid costs and $5.2 million in community outreach programs.Our teammates go beyond the walls of their work spaces to support our community's health. Our teammates provided 51,266 hours of their time in 2016 in support of wellness initiatives that touched 63,692 of our neighbors. This includes participating in 144 community health fairs and screenings. Our health system's quality is top notch and continues to be recognized nationally. Truven Health ranked Roper St. Francis as a Top 15 Health System for the fourth consecutive year in 2016. We also received the 2016 Excellence in Healthcare President's Award from Professional Research Consultants for our extraordinary contributions to healthcare. We have ranked among the best organizations in the country as an excellent place to work and for our teammate engagement for the last decade.Roper St. Francis experienced significant growth in 2016. We successfully implemented a new Electronic Health Record, ramped up our diversity and inclusion efforts and met our goal of reducing first-year teammate turnover. We celebrated the grand opening of our long-awaited Roper St. Francis Office Park, which houses 600 of our teammates, and we broke ground on the Louis Waring Jr. West Ashley Senior Center, which will be housed on the campus of Bon Secours St. Francis Hospital.The healthcare system also collaborated with the Medical University of South Carolina to launch an advanced stroke care team that will lead to better care for patients, improved outcomes, decreased costs and fewer transfers among facilities. The partnership is focused on sharing resources, clinical expertise and technology to improve and expand stroke care. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Please see the detailed explanation of Program Service accomplishments on Schedule O. Please visit our website for a detailed Community Benefit Report at:http://www.rsfh.com/mission-department/ | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $80,472,571 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 794 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 823 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Finance Department | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8437242958 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8536 Palmetto Commerce Parkway | AddressLine1Txt |
| City | Ladson | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Brian Cuddy MD | ||||||||
| Chair (See Sch O) | 0.50 | 49.50 | Yes (X) | $0 | $1,086,702 | $60,821 | ||
| Alison E Dillon MD | ||||||||
| Vice Chair (See Sch O) | 0.50 | 2.50 | Yes (X) | $0 | $9,050 | $0 | ||
| John B Holloway Jr | ||||||||
| Board Member (See Sch O) | 0.50 | 2.50 | Yes (X) | $0 | $336,962 | $28,751 | ||
| John A Spratt MD | ||||||||
| Board Member (See Sch O) | 0.50 | 49.50 | Yes (X) | $0 | $820,778 | $62,634 | ||
| Sister Anne Lutz | ||||||||
| Board Member | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| Mark Nantz | ||||||||
| Board Member | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| Michael C Tarwater | ||||||||
| Board Member | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| Roberta Pinckney | ||||||||
| Board Member | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| Mary Thornley | ||||||||
| Board Member | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| Katherine Duffy PhD | ||||||||
| Board Member | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| Susan Datta MD | ||||||||
| Board Member (See Sch O) | 0.50 | 49.50 | Yes (X) | $0 | $205,827 | $48,243 | ||
| Wills C Geils MD | ||||||||
| Board Member (See Sch O) | 0.50 | 2.50 | Yes (X) | $0 | $25,116 | $0 | ||
| Angress Walker | ||||||||
| Board Member | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| David Dunlap | ||||||||
| President & CEO of CAHS (through Oct) | 45.00 | 5.00 | $1,230,606 | $0 | $389,625 | Yes (X) | ||
| Lorraine Lutton | ||||||||
| President & CEO of CAHS (from Nov) | 45.00 | 5.00 | $137,442 | $0 | $53,174 | Yes (X) | ||
| Bret Johnson | ||||||||
| CFO & SVP / Treasurer | 45.00 | 5.00 | $641,857 | $0 | $280,983 | Yes (X) | ||
| Matthew Severance | ||||||||
| SVP Operations & CEO, Roper Hospital | 3.00 | 47.00 | $0 | $769,819 | $237,006 | Yes (X) | ||
| Todd Shuman MD | ||||||||
| MD SVP & Chief Physician Officer | 33.00 | 17.00 | $637,564 | $0 | $169,855 | Yes (X) | ||
| Allen Carroll | ||||||||
| Regional CEO & CEO BSSF | 1.00 | 49.00 | $0 | $637,005 | $178,666 | Yes (X) | ||
| Anthony Jackson | ||||||||
| VP and CEO MPH | 1.00 | 49.00 | $0 | $357,426 | $99,615 | Yes (X) | ||
| Steven Shapiro MD | ||||||||
| Chief Medical Officer (through Apr) | 47.00 | 3.00 | $659,060 | $0 | $40,927 | Yes (X) | ||
| Stanley Wilson MD | ||||||||
| Interim VP Medical Affairs & CMO | 47.00 | 3.00 | $340,243 | $85,060 | $49,729 | Yes (X) | ||
| Douglas Bowling | ||||||||
| CSO & VP | 46.00 | 4.00 | $539,130 | $0 | $159,308 | Yes (X) | ||
| Gregory Edwards | ||||||||
| VP & General Council/ Secretary | 45.00 | 5.00 | $522,185 | $0 | $156,357 | Yes (X) | ||
| Melanie Stith | ||||||||
| VP Human Resources | 45.00 | 5.00 | $315,547 | $0 | $107,854 | Yes (X) | ||
| Keith Neuman | ||||||||
| VP & Chief Information Officer | 45.00 | 5.00 | $291,995 | $0 | $94,159 | Yes (X) | ||
| Carolyn Donohue | ||||||||
| VP Nursing/ Senior Nurse Exec RHI | 1.00 | 49.00 | $0 | $293,708 | $69,027 | Yes (X) | ||
| Pennie Peralta | ||||||||
| VP Nursing/ Sr. Nurse Exec SFX | 1.00 | 49.00 | $0 | $269,943 | $75,762 | Yes (X) | ||
| Tavia Buck | ||||||||
| VP Nursing/Sr. Nurse Exec MPH | 1.00 | 49.00 | $0 | $193,356 | $43,168 | Yes (X) | ||
| Mark Dickson | ||||||||
| VP Mission | 47.00 | 3.00 | $250,954 | $0 | $76,603 | Yes (X) | ||
| Karen Fraser | ||||||||
| VP Patient Engagement | 49.00 | 1.00 | $113,081 | $0 | $33,475 | Yes (X) | ||
| Toni Flowers | ||||||||
| VP and Chief Diversity Officer | 49.00 | 1.00 | $94,702 | $0 | $2,243 | Yes (X) | ||
| Steven Akman MD | ||||||||
| Physician | 47.00 | 3.00 | $523,334 | $61,192 | $49,756 | Yes (X) | ||
| Jeanne Ballard | ||||||||
| Chief Medical Information Officer | 50.00 | 0.00 | $297,475 | $0 | $34,619 | Yes (X) | ||
| Melinda Cardell | ||||||||
| Associate Chief Information Officer | 50.00 | 0.00 | $250,899 | $0 | $22,485 | Yes (X) | ||
| Mary Lou Applebaum | ||||||||
| Associate Chief Medical Infromation Officer | 50.00 | 0.00 | $237,941 | $5,856 | $23,140 | Yes (X) | ||
| Peter DiNicola | ||||||||
| Director of Plant Engineer | 50.00 | 0.00 | $238,611 | $0 | $36,832 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,322,626 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,157,800 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,684,817 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 76 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Carolinas Healthcare Systems | |||||
| PO Box 32861 | Charlotte | NC | 282322861 | Management Company | $10,556,518 |
| McKesson Info | |||||
| PO Box 98347 | Chicago | IL | 606938347 | Maintenance and Info Tech Services | $3,230,130 |
| Dell Financial Services | |||||
| PO Box 6549 | Carol Stream | IL | 601976549 | Equipment Leasing Services | $3,075,596 |
| Computer Task Group Inc CTG | |||||
| PO Box 711778 | Cincinatti | OH | 45271 | IT Consulting | $3,060,795 |
| Divurgent LLC | |||||
| 4445 Corporation Lane Suite 228 | Chicago | IL | 606938347 | IT Consulting | $3,029,248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 102 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $6,490,851 | RelatedOrganizationsAmt |
| Government Grants | $37,850 | GovernmentGrantsAmt |
| All Other Contributions | $167,790 | AllOtherContributionsAmt |
| Noncash Contributions | $42,600 | NoncashContributionsAmt |
| Total Contributions | $6,696,491 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Network Fees | 900099 | $105,211,650 | $105,211,650 |
| Medshare Revenue | 621110 | $539,237 | $539,237 |
| Senior Center Revenue | 531390 | $249,415 | $249,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $106,000,302 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,805,813 | TotalRevenueColumnAmt |
| Exclusion | $1,805,813 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,481,274 | TotalRevenueColumnAmt |
| Exclusion | $1,481,274 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $643,375 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $332,775 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $310,600 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $310,600 | TotalRevenueColumnAmt |
| Exclusion | $310,600 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,886,465 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,886,465 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,886,465 | TotalRevenueColumnAmt |
| Exclusion | $5,886,465 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Direct Expenses | $76,385 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$76,385 | TotalRevenueColumnAmt |
| Exclusion | -$76,385 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Daycare Revenues | 624410 | $784,884 | $784,884 | |
| Other Income | 900099 | $438,826 | $438,826 | |
| Billing & Collection Fees | 900099 | $122,592 | $122,592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,346,302 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $123,450,862 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $106,000,302 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $122,592 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,631,477 | 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 | $842,666 | TotalAmt |
| Program Services | $842,666 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,464 | TotalAmt |
| Program Services | $233,464 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,434,123 | TotalAmt |
| Management And General | $5,434,123 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,028 | TotalAmt |
| Program Services | $78,028 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,611,513 | TotalAmt |
| Program Services | $16,792,781 | ProgramServicesAmt |
| Management And General | $28,818,732 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,019,400 | TotalAmt |
| Program Services | $666,402 | ProgramServicesAmt |
| Management And General | $1,352,998 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,256,772 | TotalAmt |
| Program Services | $1,734,735 | ProgramServicesAmt |
| Management And General | $3,522,037 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,124,662 | TotalAmt |
| Program Services | $1,691,138 | ProgramServicesAmt |
| Management And General | $3,433,524 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,461,023 | TotalAmt |
| Program Services | $5,281,509 | ProgramServicesAmt |
| Management And General | $2,179,514 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,184,372 | TotalAmt |
| Management And General | $1,184,372 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,932 | TotalAmt |
| Management And General | $419,932 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,355 | TotalAmt |
| Management And General | $58,355 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,421 | TotalAmt |
| Management And General | $486,421 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,380,356 | TotalAmt |
| Program Services | $4,152,696 | ProgramServicesAmt |
| Management And General | $11,227,660 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,498,033 | TotalAmt |
| Program Services | $1,998,426 | ProgramServicesAmt |
| Management And General | $499,607 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,071,409 | TotalAmt |
| Program Services | $15,887,130 | ProgramServicesAmt |
| Management And General | $8,184,279 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,288,476 | TotalAmt |
| Management And General | $2,288,476 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,902,501 | TotalAmt |
| Program Services | $2,322,001 | ProgramServicesAmt |
| Management And General | $580,500 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,268 | TotalAmt |
| Management And General | $185,268 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,357,196 | TotalAmt |
| Management And General | $1,357,196 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,423,059 | TotalAmt |
| Program Services | $4,423,059 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,589,455 | TotalAmt |
| Program Services | $20,589,455 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,684,120 | TotalAmt |
| Program Services | $2,147,296 | ProgramServicesAmt |
| Management And General | $536,824 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Expenses | Desc |
| Total | $1,921,859 | TotalAmt |
| Program Services | $1,631,785 | ProgramServicesAmt |
| Management And General | $290,074 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,512,463 | TotalAmt |
| Program Services | $80,472,571 | ProgramServicesAmt |
| Management And General | $72,039,892 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,373,970 | BOYAmt |
| EOY | $46,691,841 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,592,751 | BOYAmt |
| EOY | $9,725,199 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,284 | BOYAmt |
| EOY | $11,352 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,199,906 | BOYAmt |
| EOY | $8,761,952 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $274,328,495 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $99,060,051 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,724,292 | BOYAmt |
| EOY | $175,268,444 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,374,516 | BOYAmt |
| EOY | $129,977,439 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,482,123 | BOYAmt |
| EOY | $512,974,648 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,909,090 | BOYAmt |
| EOY | $41,695,253 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838,671,932 | BOYAmt |
| EOY | $925,106,128 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,028,917 | BOYAmt |
| EOY | $125,145,470 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,779,941 | BOYAmt |
| EOY | $80,175,880 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,490,054 | BOYAmt |
| EOY | $81,231,376 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,661,877 | BOYAmt |
| EOY | $273,333,988 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,960,789 | BOYAmt |
| EOY | $559,886,714 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,211,143 | BOYAmt |
| EOY | $364,719,414 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
| EOY | $500,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,711,143 | BOYAmt |
| EOY | $365,219,414 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838,671,932 | BOYAmt |
| EOY | $925,106,128 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$29,061,601 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,913,111 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $20,656,761 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $48,208 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $10,147 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $58,355 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | The total expenses directed for lobbying of the SC General Assembly on any and all legislative, regulatory, or gubernatorial action as it relates to healthcare for 2016 was $48,208. The organization is a member of the South Carolina Hospital Association (SCHA). The SCHA engages in lobbying efforts on behalf of its membership body, and each year a portion of the dues paid to the SCHA are allocated towards those efforts. For 2016, the amount of membership dues allocated to lobbying was $10,147. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,166,838 | OtherCostOrOtherBasisAmt |
| Book Value | $3,166,838 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $73,165,036 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,347,299 | DepreciationAmt |
| Book Value | $66,817,737 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,200,716 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,979,632 | DepreciationAmt |
| Book Value | $2,221,084 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $187,209,394 | OtherCostOrOtherBasisAmt |
| Depreciation | $88,733,120 | DepreciationAmt |
| Book Value | $98,476,274 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,586,511 | OtherCostOrOtherBasisAmt |
| Book Value | $4,586,511 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $175,268,444 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investments-program related | Desc |
| Book Value | $512,974,648 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $512,974,648 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Net due to affiliates | $190,060,519 |
| Interest rate swap liability | $28,461,494 |
| Other liabilities | $54,811,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $273,333,988 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | CareAlliance Health Services is a not-for-profit organization as described in Section 501(c)(3) of the Internal Revenue Code and is generally exempt from federal and state income taxes. Accordingly, no provision for income taxes is made in the consolidated financial statements. Although [the consolidated group] is generally exempt from federal and state income taxes, it evaluates whether there are any uncertain tax positions that fail to meet the more-likely-than-not threshold for recognition in the consolidated financial statements. Uncertain tax positions may include the characterization of income, such as a characterization of income as passive, a decision to exclude reporting taxable income in a tax return, or a decision to classify a transaction, entity, or other position in a tax return as tax exempt. The tax return benefit from an uncertain tax position is recognized when it is more likely than not that the position will be sustained upon examination, including resolutions of any related appeals or litigation processes, based on the technical merits. The organization has no unrecognized tax positions as of December 31, 2016 and 2015, and does not expect that unrecognized tax benefits will materially increase within the next 12 months. Tax years 2013 through 2015 are subject to examination by the federal and state taxing authorities, respectively. There are no income tax examinations currently in process. Interest and penalties related to uncertain tax positions, if any, would be recognized in the consolidated financial statements as income tax expense. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (25 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Trident United Way | |||||||
| PO Box 63305 | North Charleston | SC | 29419 | 570314378 | 501c3 | $20,000 | Support local community initiatives impacting education, financial stability |
| American Red Cross Lowcountry Chapter | |||||||
| 2424 City Hall Lane | North Charleston | SC | 29406 | 570314371 | 501c3 | $74,234 | Emergency services campaign |
| Charleston Metro Chamber of Commerce | |||||||
| 4500 Leeds Avenue Suite 100 | Charleston | SC | 29406 | 570138852 | 501c6 | $128,500 | Various local business development initiatives |
| One Eighty Place | |||||||
| PO Box 20038 | Charleston | SC | 29413 | 570789483 | 501c3 | $70,000 | Support Men's Homeless Health Clinic |
| American Lung Association | |||||||
| 44-A Markfield Dr | Charleston | SC | 29407 | 131632524 | 501c3 | $7,500 | Support annual fundraising events |
| City of North Charleston | |||||||
| PO Box 190016 | North Charleston | SC | 29419 | 570545285 | 501c3 | $26,343 | Donation to City |
| City of Charleston | |||||||
| 180 Meeting Street Suite 200 | Charleston | SC | 29401 | 576000226 | 501c3 | $8,000 | Sponsorship Donation Piccolo Spoleto & Moja |
| College of Charleston | |||||||
| 307 Meeting St | Charleston | SC | 29401 | 570640443 | 501c3 | $7,500 | Sponsorship donation |
| Our Lady of Mercy Outreach | |||||||
| PO Box 607 | Johns Island | SC | 29457 | 570905488 | 501c3 | $10,000 | Support annual fundraising events |
| Komen Charleston Race for the Cure | |||||||
| 9300 Medical Plaza Dr Ste F | Charleston | SC | 29406 | 752844655 | 501c3 | $6,400 | Support annual fundraising events |
| Family Circle Cup | |||||||
| 161 Seven Farms Drive | Daniel Island | SC | 29492 | 420410230 | 501c7 | $13,620 | Sponsorship |
| Gibbes Museum of Art | |||||||
| 135 Meeting Street | Charleston | SC | 29401 | 570323047 | 501c3 | $12,500 | Museum of Art Healing Program |
| American Cancer Society | |||||||
| 5900 Core Rd Suite 504 | North Charleston | SC | 29406 | 580659875 | 501c3 | $15,000 | Relay for Life Sponsorship & Gala |
| Lowcountry Food Bank | |||||||
| 2864 Azalea Avenue | Charleston | SC | 29405 | 570751835 | 501c3 | $5,500 | Supports the local campagin against hunger. |
| Charleston Regional Development | |||||||
| 5300 International Blvd Ste 103-A | Charleston | SC | 29418 | 571015804 | 501c6 | $50,000 | Economic Development Support |
| March of Dimes | |||||||
| 1064 Gardner Rd Ste 116 | Charleston | SC | 29407 | 131846366 | 501c3 | $15,000 | Sponsorship donation |
| Black Pages International | |||||||
| 1806 Washington Street | Columbia | SC | 29201 | 743042885 | 501c3 | $12,000 | Black Expo sponsorship |
| Closing the Gap in Healthcare | |||||||
| 3951 Montague Ave | North Charleston | SC | 29418 | 522450102 | 501c3 | $10,000 | Fundraising sponsorship |
| East Cooper Community Outreach | |||||||
| 1145 Six Mile Rd | Mount Pleasant | SC | 29466 | 570939280 | 501c3 | $50,000 | Health services funding; event sponsorship |
| Barrier Islands Free Medical Clinic | |||||||
| 3226 Maybank Highway Suite A | Johns Island | SC | 29455 | 205628911 | 501c3 | $6,000 | Support annual fundraising events |
| East Cooper Meals on Wheels | |||||||
| PO Box 583 | Mount Pleasant | SC | 29465 | 570804618 | 501c3 | $6,000 | Fundraising sponsorship |
| Dream Center Clinic | |||||||
| 5505 North Rhett Ave | North Charleston | SC | 29406 | 262465766 | 501c3 | $30,000 | Support free medical clinic |
| Sumter Free Medical Clinic | |||||||
| PO Box 340-Hwy 35 | St Stephen | SC | 29497 | 271097304 | 501c3 | $12,500 | Support free medical care |
| Senior Ride Connection | |||||||
| 2150 Eagle Drive Bldg 100 | North Charleston | SC | 29406 | 562492510 | 501c3 | $10,000 | Transportation assistance for seniors. |
| The Citadel | |||||||
| 171 Moultrie | Charleston | SC | 29409 | 576020493 | 501c3 | $20,000 | Sponsorship |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 22 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Nursing Scholarships - See Part IV for purpose, eligibility, and application process | GrantTypeTxt |
| Recipient | 51 | RecipientCnt |
| Cash Grant | $231,248 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | The sponsorship committee for Roper St. Francis Healthcare meets monthly to discuss charitable giving in the community and the organization's plans to sponsor worthy community activities that promote healthcare. The committee is comprised of the CEO of the System, the Hospital and Physicians Network CEOs, the VP of Mission, and the Director of the Foundation. The committee's goals are as follows: To support the community through charitable giving and sponsorships that are consistent with our organization's mission and values, to enhance the health of those whom we serve, to meet community needs and exercise care of the resources entrusted to Roper St. Francis Healthcare, and to focus charitable giving and sponsorships on the major public health needs of the community. |
| Schedule I, Part III, Nursing Scholarships: | Purpose The purpose of the RSF General Nursing Scholarship Program is to financially support continued education of high performing, exemplary staff nurses and students to meet a specific nursing workforce strategic need (i.e. hard to fill nursing positions or educational goals as determined by RSF senior nursing leaders. Eligibility An applicant for the RSF General Nursing Scholarship program must: 1. Be a regular full-time (64-80 hours per pay period) or part-time (40-63.9 hours per pay period) employee who has completed at least one (1) year of continuous employment in a regular full-time/regular part-time benefit eligible status. 2. Have prior or current 3.0 or greater grade point average from an accredited school or college, as demonstrated by a school transcript. 3. Be attending an academic program that will meet the intent of the healthcare system's strategic initiative, as demonstrated by a letter of acceptance. 4. Be a high performing employee as reflected in annual performance evaluations and participation in organizational activities. Nurses pursuing an advanced degree in a field other than nursing (i.e. MBA or MHA), need to be pursuing or currently employed in a management position with RSF. Applicants seeking advanced nursing degrees in specialty areas where positions are not currently offered or anticipated in the near future, may not be awarded a scholarship based on funding priorities. This may include Master's in Business, Nurse Practitioner, or PhD programs. An applicant may only receive a scholarship award from the General Nursing Scholarship Program one time. Application Process Interested candidates must complete the scholarship application process which includes submission of: 1. Official School Transcript a. Grades from a previous school are acceptable if within 5 years of application. b. If grades are more than 5 years old, the award may be held until after the 1st semester with 3.0 or greater grade point average that includes nursing courses. c. If grade point average from a previous school is less than 3.0, candidate may apply for scholarships after two semesters with a 3.0 or greater grade point average that includes nursing courses. 2. Letter of Acceptance into nursing program 3. Two sealed Letters of Recommendation from RSF nursing. One reference must be an endorsement from a direct supervisor or current manager 4. A clear and concise Candidate Statement that describes: a. Your professional goals b. How advancing your nursing education will meet your professional goals c. How you intend to translate or integrate your goals into RSF nursing culture. 5. Completed Application Form 6. A copy of the tuition bill Application will be accepted all year, however application reviews occur on a semi-annual basis. Spring application deadline is March 31st and fall application deadline is September 30th. Award All scholarship awards are dependent upon the number of scholarships applications and the available funding from the RSF Foundation and other sources that support RSF nursing scholarships. The award amount is NEVER guaranteed. Awards are paid on a semi-annual basis. The IRS considers tuition assistance and nursing scholarship money more than $5250 in a calendar year, as taxable income. Taxes on more than $5250 will be reflected in a separate line on an employee's pay stub. The employee is expected to provide one year of full-time, continuous employment at Roper St. Francis for each year of educational funding. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brian Cuddy MD | ||||||||||||||
| Chair (See Sch O) | $0 | $918,196 | $0 | $156,015 | $0 | $12,491 | $0 | $31,530 | $0 | $29,291 | $0 | $1,147,523 | $0 | $0 |
| John B Holloway Jr | ||||||||||||||
| Board Member (See Sch O) | $0 | $296,962 | $0 | $40,000 | $0 | $0 | $0 | $13,530 | $0 | $15,221 | $0 | $365,713 | $0 | $0 |
| John A Spratt MD | ||||||||||||||
| Board Member (See Sch O) | $0 | $760,048 | $0 | $46,200 | $0 | $14,530 | $0 | $34,180 | $0 | $28,454 | $0 | $883,412 | $0 | $0 |
| Susan Datta MD | ||||||||||||||
| Board Member (See Sch O) | $0 | $200,311 | $0 | $0 | $0 | $5,516 | $0 | $22,961 | $0 | $25,282 | $0 | $254,070 | $0 | $0 |
| David Dunlap | ||||||||||||||
| President & CEO of CAHS (through Oct | $639,036 | $0 | $379,800 | $0 | $211,770 | $0 | $370,211 | $0 | $19,414 | $0 | $1,620,231 | $0 | $281,269 | $0 |
| Lorraine Lutton | ||||||||||||||
| President & CEO of CAHS (from Nov) | $27,500 | $0 | $100,000 | $0 | $9,942 | $0 | $53,174 | $0 | $0 | $0 | $190,616 | $0 | $0 | $0 |
| Bret Johnson | ||||||||||||||
| CFO & SVP / Treasurer | $382,635 | $0 | $190,926 | $0 | $68,296 | $0 | $250,189 | $0 | $30,794 | $0 | $922,840 | $0 | $147,258 | $0 |
| Matthew Severance | ||||||||||||||
| SVP Operations & CEO, Roper Hospital | $0 | $488,321 | $0 | $241,017 | $0 | $40,481 | $0 | $211,102 | $0 | $25,904 | $0 | $1,006,825 | $0 | $147,362 |
| Todd Shuman MD | ||||||||||||||
| MD SVP & Chief Physician Officer | $472,124 | $0 | $164,846 | $0 | $594 | $0 | $153,154 | $0 | $16,701 | $0 | $807,419 | $0 | $44,599 | $0 |
| Allen Carroll | ||||||||||||||
| Regional CEO & CEO BSSF | $0 | $409,338 | $0 | $199,802 | $0 | $27,865 | $0 | $161,965 | $0 | $16,701 | $0 | $815,671 | $0 | $117,204 |
| Anthony Jackson | ||||||||||||||
| VP and CEO MPH | $0 | $279,791 | $0 | $50,000 | $0 | $27,635 | $0 | $77,430 | $0 | $22,185 | $0 | $457,041 | $0 | $73,815 |
| Steven Shapiro MD | ||||||||||||||
| Chief Medical Officer (through Apr) | $446,614 | $0 | $176,870 | $0 | $35,576 | $0 | $34,180 | $0 | $6,747 | $0 | $699,987 | $0 | $0 | $0 |
| Stanley Wilson MD | ||||||||||||||
| Interim VP Medical Affairs & CMO | $261,627 | $65,407 | $71,514 | $17,878 | $7,102 | $1,775 | $25,224 | $6,306 | $14,559 | $3,640 | $380,026 | $95,006 | $0 | $0 |
| Douglas Bowling | ||||||||||||||
| CSO & VP | $332,898 | $0 | $177,568 | $0 | $28,664 | $0 | $139,730 | $0 | $19,578 | $0 | $698,438 | $0 | $109,200 | $0 |
| Gregory Edwards | ||||||||||||||
| VP & General Council/ Secretary | $353,160 | $0 | $143,580 | $0 | $25,445 | $0 | $129,312 | $0 | $27,045 | $0 | $678,542 | $0 | $82,884 | $0 |
| Melanie Stith | ||||||||||||||
| VP Human Resources | $228,237 | $0 | $87,085 | $0 | $225 | $0 | $79,277 | $0 | $28,577 | $0 | $423,401 | $0 | $23,275 | $0 |
| Keith Neuman | ||||||||||||||
| VP & Chief Information Officer | $273,834 | $0 | $0 | $0 | $18,161 | $0 | $70,025 | $0 | $24,134 | $0 | $386,154 | $0 | $0 | $0 |
| Carolyn Donohue | ||||||||||||||
| VP Nursing/ Senior Nurse Exec RHI | $0 | $204,412 | $0 | $76,174 | $0 | $13,122 | $0 | $61,269 | $0 | $7,758 | $0 | $362,735 | $0 | $30,309 |
| Pennie Peralta | ||||||||||||||
| VP Nursing/ Sr. Nurse Exec SFX | $0 | $181,093 | $0 | $75,386 | $0 | $13,464 | $0 | $57,561 | $0 | $18,201 | $0 | $345,705 | $0 | $46,519 |
| Tavia Buck | ||||||||||||||
| VP Nursing/Sr. Nurse Exec MPH | $0 | $140,688 | $0 | $52,578 | $0 | $90 | $0 | $41,208 | $0 | $1,960 | $0 | $236,524 | $0 | $15,129 |
| Mark Dickson | ||||||||||||||
| VP Mission | $178,287 | $0 | $72,280 | $0 | $387 | $0 | $55,071 | $0 | $21,532 | $0 | $327,557 | $0 | $26,201 | $0 |
| Steven Akman MD | ||||||||||||||
| Physician | $466,029 | $61,192 | $55,000 | $0 | $2,305 | $0 | $21,088 | $0 | $28,668 | $0 | $573,090 | $61,192 | $0 | $0 |
| Jeanne Ballard | ||||||||||||||
| Chief Medical Information Officer | $258,152 | $0 | $39,116 | $0 | $207 | $0 | $13,530 | $0 | $21,089 | $0 | $332,094 | $0 | $0 | $0 |
| Melinda Cardell | ||||||||||||||
| Associate Chief Information Officer | $185,667 | $0 | $64,882 | $0 | $350 | $0 | $12,836 | $0 | $9,649 | $0 | $273,384 | $0 | $0 | $0 |
| Mary Lou Applebaum | ||||||||||||||
| Associate Chief Medical Infromation | $217,077 | $5,856 | $13,865 | $0 | $6,999 | $0 | $12,502 | $0 | $10,638 | $0 | $261,081 | $5,856 | $0 | $0 |
| Peter DiNicola | ||||||||||||||
| Director of Plant Engineer | $212,113 | $0 | $25,904 | $0 | $594 | $0 | $32,554 | $0 | $4,278 | $0 | $275,443 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Lorraine Lutton, Keith Neuman, and Toni Flowers receive temporary housing that is treated as taxable compensation. |
| Part I, Line 4b | The Vice Presidents, CFO, and CEO participate in the 457(f) Plan. The following participants received compensation through a 457(f) Plan: David Dunlap - $137,676 Bret Johnson - $65,744 Steven Shapiro - $35,195 Douglas Bowling - $28,070 Greg Edwards - $25,295 Matt Severance - $35,642 Allen Carroll - $26,764 Pennie Peralta - $12,870 Carolyn Donohue - $12,051 |
| Part I, Line 6 | Goals are developed each year to support the organization's strategic initiatives for people, quality, financial, growth and service. The Ad Hoc Compensation Committee approves the system goals annually and reports to the full Board of Directors. Progress on each metric is reported to the board each month on the corporate scorecard. At year end, the Ad Hoc Compensation Committee approves the final scorecard number and reports results to the full board. Annual incentives for the executives are based on 60% on the corporate scorecard and 40% on individual performance. Executives maintain an individual scorecard on the leader evaluation manager and discuss results monthly with the President/CEO. The President/CEO approves the individual executive scorecard. System Vice Presidents and the system CEO are eligible to participate in a long term incentive plan (LTIP). An LTIP typically takes place over a three year period and does not vest until the end of the third year. To receive payment, executives must still be employed by the system at the end of the plan period. Each LTIP has a financial and clinical objective that is aligned with the organization's strategic goals. Threshold, target, and maximum performance ranges are established for these objectives and are measured based on performance against similar organizations or compared to an internal metric such as an improvement over prior performance. These targets and objectives are approved by the Ad Hoc Compensation Committee. The incentive is earned based on the satisfaction of the threshold, target, or maximum performance ranges. The Ad Hoc Compensation Committee also approves the final LTIP performance score and the amount paid to executives under the plan. Results are reported to the full board annually. |
| Part I, Line 7 | See the response to Line 6 above. |
| Part II, Line 1: Compensation from unrelated organizations | Carolinas Healthcare System (CHS), an unrelated organization, provides the compensation of Mr. David L. Dunlap, CEO through October, CareAlliance Health Services; Ms. Lorraine Lutton, CEO from November, CareAlliance Health Services; and Mr. Bret D. Johnson, CFO, CareAlliance Health Services. Mr. Dunlap, Ms. Lutton, and Mr. Johnson are employees of CHS and their compensation is paid by CareAlliance Health Services, a related organization, through a management fee to CHS. Additional information: CareAlliance Health Services has board representations from the 3 founding organizations: the Medical Society of SC (6 board members), Bon-Secours Health System, Inc. (6 board members), and Carolinas Healthcare System (1 board member). None of the 13 appointed board members receive compensation for their membership. Additionally, 4 of the 6 board members appointed by the Medical Society of South Carolina also serve on the Board of the Medical Society. None receive compensation for their services as a board member. It is the founding members' intent that the members of the Board of Directors are appointed to such positions because they have a willingness to serve the needs of the system as a whole and not the needs of any individual founding member. |
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 |
|---|---|---|---|---|---|---|---|---|
| Charleston County South Carolina | ||||||||
| A | 576001289 | 160900JK3 | 2004-07-13 | $100,661,242 | Construction, See Part VI | Yes (1) | 0 | 0 |
| SC Jobs - Economic Development Authority | ||||||||
| B | 570960018 | 83703FBD3 | 2007-11-01 | $130,000,000 | Construction, See Part VI | Yes (1) | 0 | 0 |
| SC Jobs - Economic Development Authority | ||||||||
| C | 570960018 | 837031SA2 | 2011-08-31 | $39,855,000 | Cur. Refunding, See Part VI | 0 | 0 | 0 |
| SC Jobs - Economic Development Authority | ||||||||
| D | 570960018 | 2012-09-25 | $79,200,000 | Cur. Refunding, See Part VI | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | In Reserve FundInReserveFundAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $29,495,000 | $30,510,000 | $105,018,246 | $24,170,492 | $1,224,756 | $3,510,342 | $90,020,746 | 2006 | 0 | 0 | Yes (1) | Yes (1) | |||
| B | $30,480,000 | $19,520,000 | $135,304,800 | $2,987,474 | $1,330,300 | $2,537,558 | $121,063,373 | 2010 | 0 | 0 | Yes (1) | Yes (1) | $10,373,107 | ||
| C | $17,490,000 | $39,855,032 | 2001 | Yes (1) | 0 | Yes (1) | Yes (1) | $1 | $39,855,000 | ||||||
| D | $10,487,667 | $79,317,023 | $449,469 | $19,179,887 | 2013 | Yes (1) | 0 | 0 | Yes (1) | $49,200,000 |
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 | 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 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00010 | 0.00010 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs | ||||||||||||||||
| A | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 29.100000000000 | 0 | 0 | Yes (1) | Morgan Stanley | 2.000000000000 | Yes (1) | 0 | Yes (1) | |
| Goldman Sachs & | ||||||||||||||||
| B | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 29.400000000000 | 0 | 0 | Yes (1) | Citigroup | 2.200000000000 | Yes (1) | 0 | Yes (1) | Wells Fargo |
| (no name) | ||||||||||||||||
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | |||||||
| (no name) | ||||||||||||||||
| D | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: Charleston County, South Carolina Date the Rebate Computation was Performed: 11/07/2013 Issuer Name: SC Jobs - Economic Development Authority Date the Rebate Computation was Performed: 12/14/2012 |
| Schedule K, Part I, Description of Use: | Entity 1, Bond (A), dated 07/13/04, proceeds used for construction of a patient care tower and parking garage, to pay costs related to the issuance, and to fund a debt service reserve fund. Entity 1, Bond (B), dated 11/01/07, proceeds used for construction of building, acquisition of new equipment, acquisition of land and improvements to land, and to pay costs related to the issuance. Entity 1, Bond (C), dated 08/31/11, proceeds used to currently refund a portion of bonds dated 01/26/1999. Entity 1, Bond (D), dated 09/25/12, proceeds used for acquisition of new equipment, new construction, and to currently refund a portion of bonds dated 01/26/1999. Entity 2, Bond (A), dated 06/24/14, proceeds used to defease Series 2004B-1, refund Series 2010, and defease Series 2007A. Entity 2, Bond (B), dated 09/01/15, proceeds used to purchase of acquiring certain tracts of land and acquisition of equipment. Entity 2, Bond (C), dated 11/22/16, proceeds used to defray the cost of acquiring, constructing and equipping (1) a 50-bed hospital in Berkeley Couunty, South Carolina and (2) capital improvements throughout CareAlliance's healthcare system in Berkeley and Charleston Counties, South Carolina. |
| Schedule K, Part II, Line 3: Total Proceeds: | The amounts reported on Part II, Line 3 for the bonds identified below include earnings from investment of bond proceeds as follows: -Bond issued 07/13/04- Sale Proceeds (Issue Price): $ 100,661,242 Investment earnings to date 12/31/2016: 4,357,004 Total to Line 3: $ 105,018,246 -Bond issued 11/01/07- Sale Proceeds (Issue Price): $ 130,000,000 Investment earnings to date 12/31/2016: 5,304,800 Total to Line 3: $ 135,304,800 -Bond issued 8/31/11- Sale Proceeds (Issue Price): $ 39,855,000 Investment earnings to date 12/31/2016: 32 Total to Line 3: $ 39,855,032 -Bond issued 09/25/12- Sale Proceeds (Issue Price): $ 79,200,000 Investment earnings to date 12/31/2016: 117,023 Total to Line 3: $ 79,317,023 -Bond issued 6/24/14- Sale Proceeds (Issue Price): $ 75,490,000 Investment earnings to date 12/31/2016: 2 Total to Line 3: $ 75,490,002 -Bond issue 9/01/15- Sale Proceeds (issue Price): $ 27,500,000 Investment earnings to date 12/31/2016: 52 Total to Line 3: $ 27,500,052 -Bond issue 11/22/16- Sale Proceeds (issue Price): $ 128,766,700 Investment earnings to date 12/31/2016: 173 Total to Line 3: $ 128,766,873 |
| Schedule K, Part II, Line 11: Other Spent Proceeds: | Amounts present on Part II, Line 11 represent amounts used to currently refund prior issues. For original use of bond proceeds refunded, please see the applicable disclosure in Part VI. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| SC Jobs - Economic Development Authority | |||||||
| A | 570960018 | 2014-06-24 | $75,490,000 | Cur. Refunding, See Part VI | 0 | 0 | 0 |
| SC Jobs - Economic Development Authority | |||||||
| B | 570960018 | 2015-09-16 | $27,500,000 | Acquire land and equipment | 0 | 0 | 0 |
| SC Jobs - Economic Development Authority | |||||||
| C | 570960018 | 2016-11-22 | $128,766,700 | Construction, See Part VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $8,280,000 | $75,490,002 | $2 | $75,490,000 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $27,500,052 | 2015 | 0 | 0 | Yes (1) | Yes (1) | $27,500,052 | ||||
| C | $128,766,873 | $107,397,961 | 0 | 0 | 0 | Yes (1) | $21,368,912 | $107,397,961 |
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 | 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 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | 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 | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Laura Dunlap | |||
| Family relationship with Officer, David Dunlap | $66,516 | Compensation as employee. | 0 |
| Nancy Weiller | |||
| Family relationship with Officer, Tavia Buck | $11,512 | Compensation as employee. | 0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $42,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | Dispatch work consoles Heavy duty chairs 2 storage cabinets Glided mirror Grandfather clock Water fountain Bird bath Wind chimes Dogwood trees | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Line 2a, Total employees: | The filing organization is the common paymaster for related organizations. The total number of Forms W-2 reported for the calendar year 2016 was 6,621. The number reported on line 2a represents the number of employees dedicated to the filing organization. |
| Form 990, Part VI, Section A, line 3 | Carolinas Healthcare System (CHS), an unrelated organization, provides the compensation of Mr. David L. Dunlap, CEO through October, CareAlliance Health Services; Ms. Lorraine Lutton, CEO from November, CareAlliance Health Services; and Mr. Bret D. Johnson, CFO, CareAlliance Health Services. Mr. Dunlap, Ms. Lutton, and Mr. Johnson are employees of CHS and their compensation is paid by CareAlliance Health Services, a related organization, through a management fee to CHS. |
| Form 990, Part VI, Section A, line 6 | The organization is governed by a thirteen member Board of Directors appointed by the founding members. Subject to certain nominating and governance committee approvals, six directors are appointed by the Medical Society of South Carolina (MSSC), Bon Secours Health Systems, Inc. (BSHSI) and one director is appointed by Carolinas Healthcare Systems (CHS). It is the founding members' intent that the members of the organization's Board of Directors are appointed to such positions because they have a willingness to serve the needs of the system as a whole and not the needs of any individual founding member. |
| Form 990, Part VI, Section A, line 7a | See answer to Part VI, Section A, Line 6 above. The bylaws of the organization specify certain qualifications of the thirteen member Board of Directors. At least nine directors must have their primary residence in a community served by the system. Five directors must be physicians actively engaged in the full time practice of medicine. Five of the directors are appointed to the Board of Directors by virtue of positions held within MSSC, BSHSI and CHS (ex-officio directors). Each of the five ex-officio directors serves as a director of the organization for so long as such person holds his or her respective elected or appointed office in his or her respective founding member organization. Directors serve three-year terms and are limited to three consecutive terms. After an absence of at least one year, directors are again eligible for appointment to the Board of Directors for two consecutive complete terms. |
| Form 990, Part VI, Section A, line 7b | The following actions shall require the unanimous affirmative approval of all of the founding members: (a) to amend the Articles of Incorporation or by-laws, including without limitation, any change in the corporation's purposes; provided, however, that, subject to the procedures and voting requirements with respect to the admission of non-founding members, Schedule 3.1 may be amended with the approval of two (2) of the founding members to reflect the admission of a non-founding member; (b) to dissolve or liquidate the corporation and to determine the distribution of assets upon dissolution; (c) to merge or consolidate the corporation or to sell, convey, transfer, lease, or otherwise dispose of all or substantially all of its assets; (d) to appoint the president and chief executive officer of the corporation in a manner other than that established within the by-laws; (e) to alter or amend the corporation's ethical performance standards (defined below); or (f) to enter into any material agreement whereby a third party will: (i) become an equity owner in any joint venture with the corporation or any system participant and will not be legally obligated to support the corporation's ethical performance standards; or (ii) manage a substantial part of the facilities, assets, or operations of the system and will not be legally obligated to comply with and support the corporation's ethical performance standards. |
| Form 990, Part VI, Section B, line 11b | The Form 990 was prepared by an independent accounting firm with assistance and oversight by management. Reviews were then conducted by senior management before drafts were sent to each member of the organization's governing body. A transmittal letter accompanied the drafts and provided highlights of the Form 990 to the organization's Board of Directors. After the governing body approved the Form 990 draft, a final version was filed with the Internal Revenue Service. |
| Form 990, Part VI, Section B, line 12c | The directors shall complete and return to the secretary an annual statement that each of them: (a) has received a copy of the conflict of interest policy; (b) has read and understands the policy; (c) agrees to comply with this policy; (d) understands that the policy applies to all committees; and (e) understands that the organization is a charitable organization and must continuously engage primarily in activities which accomplish one or more of its tax-exempt purposes. |
| Form 990, Part VI, Section B, line 15 | An independent company, Towers Watson, provides research, advice and guidance to the compensation committee and senior leadership to ensure the organization's compensation programs for executives covered by the "Intermediate Sanctions Legislation" (IRC Section 4958) are aligned with its stated philosophy: Base salaries are targeted at the 50th percentile of the established comparator market; Total cash compensation (base salary plus annual incentive payments) are targeted at the 75th percentile of the established comparator market; Total direct compensation (total cash compensation plus long term incentive payments) will not exceed the 90th percentile of the established comparator market; Benefits are targeted at market median; and In aggregate, base salary, total cash compensation, total direct compensation and benefits comprise total compensation for executives. The compensation committee ensures that executive total compensation is reflective of the organization's stated compensation philosophy. The committee, in this process, authorizes and supports an annual three step process utilizing Towers Watson's resources: 1) salary levels, annual bonus targets/payments and long term incentive grants are compared rigorously each year with market data based on comparable positions and organizations. A. Comparable organizations are typically not-for-profit healthcare systems with similar operating revenues. Private sector employer data, when available, are also included in the analysis for "transferable skills positions". B. Historically, performance incentive payouts generally track with a normal bonus payout distribution. Incentive goals are primarily based on formally defined quantitative goals approved by the ad hoc Compensation Committee of the RSFH Board of Directors. 2) All recommended pay decisions are tested against these data and the organization's stated compensation philosophy. 3) A formal opinion letter is prepared by Towers Watson, representing that senior executives are compensated within the reasonableness standards mandated by the IRS. A similar process is performed by Towers Watson for the CEO and CFO positions. This letter provides a "safe harbor" for the organization's "directors" relative to the reasonableness of total executive compensation consistent with IRC Section 4958. |
| Form 990, Part VI, Section C, line 18 | Photocopies of the Form 990 are available upon request at the organization's administrative office. In addition, recent filing of the Form 990 are available online at www.guidestar.org. |
| Form 990, Part VI, Section C, line 19 | The organization's audited financial statements are published annually and are available to the public at www.dacbond.com. |
| Form 990, Part VII, Line 1: | The following board members were compensated for services performed for the organization (or a related organization) not in the capacity of their positions on the board. No board member is compensated for his services as a board member. Brian Cuddy was compensated for medical services rendered to a related organization. Alison E. Dillon was compensated for medical services rendered to a related organization and the organization. John B. Holloway, Jr. was compensated by the Medical Society of South Carolina for services as Cheif Executive Officer. John A. Spratt was compensated for medical services rendered to a related organization. Susan Datta was compensated for medical services rendered to a related organization. Wills C. Geils was compensated for medical services rendered to a related organization. |
| Form 990, Part IX, line 11g | Purchased Services: Program service expenses 4,152,696. Management and general expenses 11,227,660. Fundraising expenses 0. Total expenses 15,380,356. |
| Form 990, Part XI, line 9: | Equity Transfer from Affiliate 42,196,280. Other changes in net assets 906,267. Distributions -9,528,000. Contributions 5,587,809. Adjust investment in affiliates -12,520,809. Net pension and benefit expense allocated from affiliates -396,977. Contribution from MSSC -5,587,809. |
| Form 990, Part XII, Line 2c: | The process has not changed from the prior year. |
| Form 990, Part III: | Creating Life Changing Moments in our Community The Roper St. Francis 2016 Community Benefit Report Dear Friends, As we look back on the moments that shaped our 2016 community benefit, I am honored to share some of the highlights that reflect our commitment to meeting the priority needs identified in our Community Health Needs Assessment. Through the strategic proces we are working hard to create a healthier community for all of us. In 2016, Roper St. Francis gave over $67 million dollars to our community, and in addition to that our teammates gave back millions of moments of their time volunteering. This passion for generosity and service is what I believe makes our organiztion special. Thank you for your continued support, trust and faith in Roper St. Francis. Together we are creating life changing moments in our community. Sincerely, Brian G. Cuddy, MD Chair, Board of Directors Roper St. Francis |
| FORM 990, Page 11, Part X, Line 20: | Tax-exempt bonds are reported on CareAlliance Health Services (the parent organization) Form 990, Schedule K. Tax-exempt bond liabilities are issued to the parent entity and allocated among the subsidiary entities for financial reporting purposes. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roper St Francis Health Alliance | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8536 Palmetto Commerice Pkwy Ste 20 | AddressLine1Txt |
| City | Ladson | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | ACO | PrimaryActivitiesTxt |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $2,172,714 | EndOfYearAssetsAmt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Roper Hospital Inc | |||||||||||
| 8536 Palmetto Commerice Pkwy Ste 20 | Ladson | SC | 29456 | 570828733 | Healthcare | SC | 501(c)(3) | Line 3 | CareAlliance Health Services | Yes (1) | |
| Bon Secours St Francis Xavier Hospital | |||||||||||
| 8536 Palmetto Commerice Pkwy Ste 20 | Ladson | SC | 29456 | 571067254 | Healthcare | SC | 501(c)(3) | Line 3 | CareAlliance Health Services | Yes (1) | |
| Roper St Francis Mt Pleasant Hospital | |||||||||||
| 8536 Palmetto Commerice Pkwy Ste 20 | Ladson | SC | 29456 | 570360499 | Healthcare | SC | 501(c)(3) | Line 3 | CareAlliance Health Services | Yes (1) | |
| Roper St Francis Hospital - Berkeley | |||||||||||
| 8536 Palmetto Commerice Pkwy Ste 20 | Ladson | SC | 29456 | 263710229 | Healthcare (future) | SC | 501(c)(3) | Line 3 | CareAlliance Health Services | Yes (1) | |
| Roper St Francis Physicians Network | |||||||||||
| 8536 Palmetto Commerice Pkwy Ste 20 | Ladson | SC | 29456 | 262946628 | Healthcare | SC | 501(c)(3) | Line 3 | CareAlliance Health Services | Yes (1) | |
| Roper St Francis Foundation | |||||||||||
| 8536 Palmetto Commerice Pkwy Ste 20 | Ladson | SC | 29456 | 571068509 | Supporting Org | SC | 501(c)(3) | Line 12a, I | CareAlliance Health Services | Yes (1) | |
| The Medical Society of South Carolina | |||||||||||
| 69-B Barre Street | Charleston | SC | 29401 | 570288358 | Supporting Org/Founding member | SC | 501(c)(3) | Line 12c, III-FI | 0 | N/A | |
| Clinical Biotechnology Research Institute at RSFH | |||||||||||
| 8536 Palmetto Commerice Pkwy Ste 20 | Ladson | SC | 29456 | 475407453 | Healthcare | SC | 501(c)(3) | Line 3 | CareAlliance Health Services | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lowcountry Surgery Center LLC (dba Roper St Francis Eye Surgery Center) | ||||||||||||
| 8536 Palmetto Commerice Pkwy Ste 20 | Ladson | SC | 29456 | 581693021 | Ambulatory Surgery Center | SC | N/A | |||||
| RSFH-ATI Physical Therapy LLC | ||||||||||||
| 125 Doughty St Ste 760 | Charleston | SC | 29403 | 474797980 | Physical Therapy | SC | Care Alliance Health Services | Related | 0 | 0 | 0.65000 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CareAlliance Medical Services Organization | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 Doughty Street | AddressLine1Txt |
| City | Charleston | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571012837 | EIN |
| Primary Activities | Inactive | PrimaryActivitiesTxt |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| Roper St Francis Foundation | |
| C | $908,800 |
| Roper Hospital Inc | |
| P | $28,103,739 |
| Bon Secours St Francis Xavier Hospital | |
| P | $16,626,172 |
| Roper St Francis Mt Pleasant Hospital | |
| P | $4,491,444 |
| Roper St Francis Physicians Network | |
| P | $8,065,617 |
| Roper St Francis Foundation | |
| P | $212,700 |
| Roper Hospital Inc | |
| O | $24,594,624 |
| Bon Secours St Francis Xavier Hospital | |
| O | $14,566,449 |
| Roper St Francis Mt Pleasant Hospital | |
| O | $3,949,907 |
| Roper St Francis Physicians Network | |
| O | $4,519,992 |
| Roper St Francis Foundation | |
| O | $81,006 |