COMMONSPIRIT HEALTH: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- COMMONSPIRIT HEALTH (EIN 47-0617373)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201741359349302029
- Schema version
- 2015v3.0
- 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 F
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T09:06:21-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470617373 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catholic Health Initiatives | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 Inverness Drive West | AddressLine1Txt |
| City | Englewood | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470617373 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catholic Health Initiatives | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 3032989100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 Inverness Drive West | AddressLine1Txt |
| City | Englewood | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dean Swindle | PersonNm |
| Person Title | President EBL and CFO | PersonTitleTxt |
| Signature | 2017-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Pamela Krohn | PreparerPersonNm |
| PTIN | P01210500 | PTIN |
| Phone | 3032989100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kevin Lofton | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 Inverness Drive West | AddressLine1Txt |
| City | Englewood | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,956,935,037 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.catholichealthinit.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | Catholic Health Initiatives (CHI) is a national faith-based non-profit healthcare organization. CHI serves as an integral part of its national system of hospitals and other healthcare providers. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 3782 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $68,538,327 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $15,820,833 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $43,318 | PYContributionsGrantsAmt |
| CY Contributions Grants | $94,809 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,980,033,386 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,852,001,368 | CYProgramServiceRevenueAmt |
| PY Investment Income | $187,741,975 | PYInvestmentIncomeAmt |
| CY Investment Income | $87,778,394 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,339,381 | PYOtherRevenueAmt |
| CY Other Revenue | $15,932,202 | CYOtherRevenueAmt |
| PY Total Revenue | $2,175,158,060 | PYTotalRevenueAmt |
| CY Total Revenue | $1,955,806,773 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $38,837,105 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,901,815 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $413,954,226 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $389,713,588 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,305,826,125 | PYOtherExpensesAmt |
| CY Other Expenses | $2,540,430,384 | CYOtherExpensesAmt |
| PY Total Expenses | $2,758,617,456 | PYTotalExpensesAmt |
| CY Total Expenses | $2,938,045,787 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$583,459,396 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$982,239,014 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,496,035,053 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,858,341,860 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,606,134,430 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,882,484,001 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,110,099,377 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$4,024,142,141 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,394,218,665 | ExpenseAmt |
| Grant | $7,901,815 | GrantAmt |
| Revenue | $1,783,066,798 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $1,394,218,665 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (true) | InvestTaxExemptBondsInd |
| Escrow Account | Yes (true) | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4950 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3782 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dean Swindle | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3032989100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 Inverness Drive West | AddressLine1Txt |
| City | Englewood | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80112 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN LOFTON FACHE | ||||||||||
| Chief Executive Officer | 58.0 | 2.0 | Yes (X) | Yes (X) | $6,193,668 | $0 | $39,061 | |||
| CHRISTOPHER LOWNEY | ||||||||||
| TRUSTEE/Board Chair | 10.0 | 0 | Yes (X) | Yes (X) | $96,154 | $0 | $0 | |||
| ANTOINETTE HARDY-WALLER RN | ||||||||||
| TRUSTEE/ VICE CHAIR | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| James Hamill | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| ELEANOR MARTIN SCN ESQ | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Edward Speed | ||||||||||
| Trustee (Partial Year) | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Barbara Hagedorn SC | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Lillian Murphy RSM | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Geraldine Bednash PhD RN FAAN | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $1,450 | $0 | $0 | ||||
| Richard Corrente | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Betsy Goodwin OSF | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Margaret Ormond OP | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Gary Yates MD | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| DEBRA HANKS | ||||||||||
| ASSISTANT SECRETARY | 40.0 | 0 | Yes (X) | $87,234 | $0 | $17,431 | ||||
| MITCH H MELFI ESQ | ||||||||||
| EVP Corporate Affairs & Chief Legal Officer/Secretary | 58.0 | 2.0 | Yes (X) | $1,498,982 | $0 | $53,543 | ||||
| JOYCE ROSS | ||||||||||
| SVP COMMUNICATIONS/ASSISTANT SECRETARY | 60.0 | 0 | Yes (X) | $701,631 | $0 | $29,653 | ||||
| MICHAEL ROWAN FACHE | ||||||||||
| President OF Health System Delivery & COO | 45.0 | 15.0 | Yes (X) | $3,895,913 | $0 | $57,577 | ||||
| DEAN SWINDLE CPA | ||||||||||
| President OF Enterprise Business Lines & CFO/Treasurer | 58.0 | 2.0 | Yes (X) | $2,912,490 | $0 | $321,807 | ||||
| THOMAS Clifford DEVENY MD | ||||||||||
| SVP-PHYS SERV & CLIN INTEGR | 59.0 | 1.0 | $1,372,018 | $0 | $126,996 | Yes (X) | ||||
| JOHN DICOLA | ||||||||||
| EVP Enterprise Strategic DevELOPMENT | 50.0 | 10.0 | $1,906,664 | $0 | $187,498 | Yes (X) | ||||
| PAUL EDGETT III | ||||||||||
| EVP Growth and Business Acquisitions | 51.0 | 9.0 | $1,294,484 | $0 | $50,743 | Yes (X) | ||||
| PHILIP FOSTER | ||||||||||
| SVP RISK & Insurance | 60.0 | 0 | $812,246 | $0 | $35,675 | Yes (X) | ||||
| THOMAS KOPFENSTEINER | ||||||||||
| EVP MISSION | 57.0 | 3.0 | $1,529,341 | $0 | $22,949 | Yes (X) | ||||
| STEPHEN MOORE MD | ||||||||||
| SVP & CHIEF MEDICAL OFFICER | 59.0 | 1.0 | $1,555,256 | $0 | $14,721 | Yes (X) | ||||
| MICHAEL O'ROURKE | ||||||||||
| SVP & CHIEF INFORMATION OFFICER | 60.0 | 0 | $1,188,712 | $0 | $53,277 | Yes (X) | ||||
| KATHLEEN SANFORD RN DBA FACHE | ||||||||||
| SVP & CHIEF NURSING OFFICER | 58.0 | 2.0 | $1,333,776 | $0 | $32,163 | Yes (X) | ||||
| PATRICIA WEBB | ||||||||||
| EVP & Chief Administrative/ Chief HR Officer | 60.0 | 2.0 | $1,399,700 | $0 | $156,320 | Yes (X) | ||||
| RUTH WILLIAMS BRINKLEY | ||||||||||
| SVP/MBO President & CEO | 60.0 | 0.0 | $1,927,186 | $0 | $172,181 | Yes (X) | ||||
| DAVID VELLINGA | ||||||||||
| SVP Divisional Operations/MBO CEO | 60.0 | 0.0 | $1,814,994 | $0 | $24,639 | Yes (X) | ||||
| TODD CONKLIN | ||||||||||
| SVP OPERATIONAL FINANCE & ACCOUNTING | 60.0 | 0 | $1,724,469 | $0 | $31,392 | Yes (X) | ||||
| JOSEPH WILCZEK | ||||||||||
| SVP Divisional Operations/MBO CEO | 60.0 | 0.0 | $1,667,930 | $0 | $20,240 | Yes (X) | ||||
| Michael Covert | ||||||||||
| SVP Divisional Operations/MBO CEO | 20.0 | 51.0 | $1,623,949 | $0 | $73,828 | Yes (X) | ||||
| DAVID J FINE | ||||||||||
| President & CEO CIRI | 0.0 | 60.0 | $0 | $7,115,033 | $56,383 | Yes (X) | ||||
| CAROL KEENAN | ||||||||||
| FORMER INTERIM SVP HUMAN RESOURCES | 60.0 | 0 | $403,197 | $0 | $33,035 | Yes (X) | ||||
| STEVEN KEHRBERG | ||||||||||
| SVP SUPPLY CHAIN & Clinical Engineering | 60.0 | 0 | $860,516 | $0 | $15,406 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $37,801,959 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $7,115,033 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,626,518 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1049 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | Address Line2ContractorAddress/ForeignAddress/AddressLine2Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CONIFER HEALTH SOLUTIONS | |||||||||||
| 3560 DALLAS PARKWAY | FRISCO | TX | 75034 | REVENUE CYCLE SERVICES | $469,594,656 | ||||||
| DELOITTE CONSULTING LLP | |||||||||||
| 30 ROCKEFELLER PLAZA | NEW YORK | NY | 101120015 | CONSULTING SERVICES | $112,962,104 | ||||||
| WIPRO LIMITED | |||||||||||
| IT CONSULTING SERVICES | $88,088,648 | DODDAKANNELLI | SARJAPUR ROAD | BANGALORE | KARNATAKA | IN | |||||
| MONUMENT CONSULTING LLC | |||||||||||
| 3957 WESTERRE PARKWAY SUITE 330 | RICHMOND | VA | 23233 | CONSULTING Services | $48,131,156 | ||||||
| MCKINSEY & COMPANY INC | |||||||||||
| 55 EAST 52ND STREET | NEW YORK | NY | 10022 | CONSULTING SERVICES | $17,273,200 | 21ST FLOOR | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 352 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $94,809 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $0 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $94,809 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Assessments | 900099 | $1,873,230,244 | $1,822,275,414 | $50,954,830 | $0 |
| Premiums | 900099 | $3,088,553 | $3,088,553 | $0 | $0 |
| Services Sold | 900099 | $416,436 | $0 | $416,436 | $0 |
| Equity changes of unconsolidated orgs | 900099 | -$191,716,163 | -$209,279,467 | $17,563,304 | $0 |
| Interest Income | 900099 | $166,938,152 | $166,938,152 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,146 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44,146 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,852,001,368 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,954,157 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $63,036 | UnrelatedBusinessRevenueAmt |
| Exclusion | $79,891,121 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,832 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $24,832 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $668,985 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,128,264 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$459,279 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$459,279 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$459,279 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $7,824,237 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $7,824,237 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,824,237 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,824,237 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| transition services revenue | 900099 | $6,847,222 | $0 | $0 | $6,847,222 |
| Epayables Rebate | 900099 | $6,122,115 | $0 | $0 | $6,122,115 |
| DSH Medicare Settlement | 900099 | $2,233,203 | $0 | $0 | $2,233,203 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,164,109 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,164,109 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,366,649 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,955,806,773 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,783,066,798 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $68,538,327 | UnrelatedBusinessRevenueAmt |
| Exclusion | $104,106,839 | 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 | $7,496,739 | TotalAmt |
| Program Services | $7,496,739 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,462 | TotalAmt |
| Program Services | $1,462 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,614 | TotalAmt |
| Program Services | $403,614 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,943,944 | TotalAmt |
| Management And General | $27,943,944 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,081,723 | TotalAmt |
| Program Services | $65,717,018 | ProgramServicesAmt |
| Management And General | $228,364,705 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,006,007 | TotalAmt |
| Program Services | $2,874,343 | ProgramServicesAmt |
| Management And General | $2,131,664 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,371,278 | TotalAmt |
| Program Services | $9,178,095 | ProgramServicesAmt |
| Management And General | $32,193,183 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,310,636 | TotalAmt |
| Program Services | $4,595,635 | ProgramServicesAmt |
| Management And General | $16,715,001 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,394 | TotalAmt |
| Program Services | $224,386 | ProgramServicesAmt |
| Management And General | $47,008 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,156,665 | TotalAmt |
| Management And General | $22,156,665 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,925,714 | TotalAmt |
| Program Services | $4,148,014 | ProgramServicesAmt |
| Management And General | $718,777,700 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,856,264 | TotalAmt |
| Program Services | $5,755 | ProgramServicesAmt |
| Management And General | $2,850,509 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,827,135 | TotalAmt |
| Program Services | $1,800,060 | ProgramServicesAmt |
| Management And General | $24,027,075 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,712,805 | TotalAmt |
| Program Services | $1,650 | ProgramServicesAmt |
| Management And General | $18,711,155 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,215,947 | TotalAmt |
| Program Services | $131,678 | ProgramServicesAmt |
| Management And General | $15,084,269 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,323,171 | TotalAmt |
| Program Services | $1,273,093 | ProgramServicesAmt |
| Management And General | $8,050,078 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,200,602 | TotalAmt |
| Program Services | $164,134 | ProgramServicesAmt |
| Management And General | $2,036,468 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,695,698 | TotalAmt |
| Program Services | $287,701,527 | ProgramServicesAmt |
| Management And General | $18,994,171 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,857,725 | TotalAmt |
| Program Services | $778,592 | ProgramServicesAmt |
| Management And General | $96,079,133 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,614,281 | TotalAmt |
| Program Services | $206,613,604 | ProgramServicesAmt |
| Management And General | $677 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| Unrelated Business Taxes | $1,069,022 | $1,069,022 | |
| Repairs and Maintenance | $308,364,853 | $132,387,002 | $175,977,851 |
| Restucturing Losses | $77,538,926 | $77,538,926 | |
| Group Medical Costs | $622,233,238 | $622,233,238 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,566,944 | TotalAmt |
| Program Services | $2,898,177 | ProgramServicesAmt |
| Management And General | $98,668,767 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,938,045,787 | TotalAmt |
| Program Services | $1,394,218,665 | ProgramServicesAmt |
| Management And General | $1,543,827,122 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,475,694 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,243,757 | BOYAmt |
| EOY | $446,604,006 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,352,816 | BOYAmt |
| EOY | $22,316,306 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,979,940,708 | BOYAmt |
| EOY | $3,588,532,440 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,422,159 | BOYAmt |
| EOY | $64,164,104 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,276,519,502 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $458,515,641 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,979,380 | BOYAmt |
| EOY | $818,003,861 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $991,585,869 | BOYAmt |
| EOY | $784,514,120 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,700,000 | BOYAmt |
| EOY | $16,500,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,158,810,364 | BOYAmt |
| EOY | $2,116,231,329 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,496,035,053 | BOYAmt |
| EOY | $7,858,341,860 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,903,797 | BOYAmt |
| EOY | $517,329,620 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $614,953,989 | BOYAmt |
| EOY | $465,569,794 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,723,921,741 | BOYAmt |
| EOY | $4,233,814,766 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,172 | BOYAmt |
| EOY | $6,974 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $965,343,029 | BOYAmt |
| EOY | $1,007,571,874 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,440,000,000 | BOYAmt |
| EOY | $3,023,741,163 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,300,996,702 | BOYAmt |
| EOY | $2,634,449,810 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,606,134,430 | BOYAmt |
| EOY | $11,882,484,001 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,110,538,127 | BOYAmt |
| EOY | -$4,024,581,474 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,750 | BOYAmt |
| EOY | $439,333 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,110,099,377 | BOYAmt |
| EOY | -$4,024,142,141 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,496,035,053 | BOYAmt |
| EOY | $7,858,341,860 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$982,239,014 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$124,538,738 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$807,265,012 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC HEALTH CARE FEDERATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 999999999 | EIN |
| Organization Type | 1 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (true) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part III, Line 19a Supported Orgs Listed By Name | Catholic Health Initiative's articles of incorporation specifically designate Catholic Health Care Federation as its publicly supported organization and designate, by purpose, such other charitable organizations, the purposes of which are to embody the mission of the healing ministry of Jesus in the Church through ownership, management, or governance of health ministries, or the offering of or supporting of charitable and religious programs or services consistent with such purposes, in keeping with the gospel imperative. |
| Schedule A, Part III, Line 19b Supported Org. Without IRS Status 509(a)1 or (2) | Catholic Health Initiatives is organized and operated, within the meaning of Section 509(a)(3)(A) of the Internal Revenue Code of 1986, as now in effect or as subsequently amended ("IRC"), exclusively for the benefit of, to perform the functions of, and/or to carry out the religious, charitable, scientific, and educational purposes within the meaning of Section 509(c)(3) of the IRC, of Catholic Health Care Federation ("CHCF"), a public juridic person within the meaning of the Code of Canon Law for the Roman Catholic Church ("Canon Law"), including by supporting such other charitable organizations, the purposes of which are to embody the mission of the healing ministry of Jesus in the Church through ownership, management, or governance of health ministries, or the offering of or supporting of charitable and religious programs or services consistent with such purposes, in keeping with the gospel imperative. Because CHCF is part of the Roman Catholic Church, is not required to apply for recognition of exempt status pursuant to IRC Section 508(c). By virtue of its decree of canonical erection by the Congregation for Institutes of Consecrated Life and Societies of Apostolic Life, CHCF is a public juridic person of pontifical right, subject to the direct oversight and jurisdiction of the Apostolic See in the Vatican. As a public juridic person in the Church, CHCF is the juridical equivalent of a diocese or parish or religious order in the Catholic Church. As a public juridic person, CHCF is not merely affiliated with the Catholic Church; it is the Catholic Church, an official part of the Church itself, with a munus or duty assigned to it by the Church, and able to act publicly in the name of the Church. The Congregation for Institutes of Consecrated Life and Societies of Apostolic Life by decree dated June 8, 1991, conferred public juridic personality in the Church on CHCF, stating that CHCF was "to be governed in accordance with Canon Law and its own approved Statutes." |
Schedule 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 | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Mailings Members | $232,268 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $232,268 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | LINE 1A- Catholic Health Initiatives' (CHI) online Advocacy Action Center was available to the general public and CHI employees for use in sending letters by e-mail to members of Congress. Draft letters were provided on CHI advocacy priorities. Individuals were able to create their own letters as well. LINE 1B- CHI has a Senior Vice President/Chief Advocacy Officer, a Vice President of Public Policy, and a Director of Regulatory Affairs who spend a portion of their time on lobbying activities at the federal level with minimal state level lobbying. The majority of lobbying-related activities are consultative to leadership and staff of the system's hospitals and health care organizations. LINE 1D- CHI communicates with leaders of the system's hospitals and health care organizations on advocacy activities primarily through e-mail. Most communications with Congress occur electronically through the Advocacy Action Center. CHI advocacy activities involved communications on CHI advocacy priorities, including access and coverage, changes to the Affordable Care Act, Medicare payments, site neutral payments for new off-campus hospital-based outpatient departments, rural accountable care organizations, critical access hospital length of stay payment requirements, access to outpatient therapies in critical access hospitals, 340B drug discount program, the federal budget/deficit reduction, debt ceiling, meaningful use reporting, hospice and palliative care, mental health reform, and violence prevention. LINE 1G- CHI leaders have occasionally met with members of Congress or their staffs and made telephone calls to express positions on CHI advocacy priorities. Many of CHI's efforts are focused through our national and state hospital associations. An overview of Catholic Health Initiatives lobbying activities is provided below: Central to the Catholic Health Initiatives mission and vision is a commitment to advocate for systemic changes to improve the health and well-being of individuals and communities with a specific concern for persons who are poor and marginalized. The Catholic Health Initiatives advocacy activities are inextricably linked to its fundamental goal to build healthier communities. One dimension of the Catholic Health Initiatives program focuses on public policy advocacy, which includes attention to federal legislative and regulatory measures, formation of positions on priority issues, and political activism. The Catholic Health Initiatives public policy agenda includes both traditional health care policies as well as social justice policies. Policies addressing the expansion of health coverage and access; the charitable purpose of not-for-profit health care; clinically integrated care; community health improvement; quality and value and fair payment; rural health care; and violence prevention are vitally important to Catholic Health Initiatives. Also important are policies that address societal concerns and injustices and policies that ultimately impact the health of individuals and communities. Catholic Health Initiatives believes advocating for policy measures that improve education, housing, employment, and socioeconomic status, particularly on behalf of the most vulnerable in society, is essential to the health and well-being of individuals and communities. At the Catholic Health Initiatives national office, public policy priorities are identified and advocacy strategies are initiated. The national advocacy office develops resources to facilitate the involvement of the entire health system in grassroots public policy initiatives. All Catholic Health Initiatives facilities in 18 states are encouraged to engage in advocacy through letter-writing, faxes, emails, phone calls, and meetings with federal and state political leadership. Catholic Health Initiatives will continue to expand its public policy program in an effort to demonstrate its commitment to the improvement of health and the promotion of social justice, particularly for the communities it serves and for persons who are most vulnerable. |
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | LINE 1A- Catholic Health Initiatives' (CHI) online Advocacy Action Center was available to the general public and CHI employees for use in sending letters by e-mail to members of Congress. Draft letters were provided on CHI advocacy priorities. Individuals were able to create their own letters as well. LINE 1B- CHI has a Senior Vice President/Chief Advocacy Officer, a Vice President of Public Policy, and a Director of Regulatory Affairs who spend a portion of their time on lobbying activities at the federal level with minimal state level lobbying. The majority of lobbying-related activities are consultative to leadership and staff of the system's hospitals and health care organizations. LINE 1D- CHI communicates with leaders of the system's hospitals and health care organizations on advocacy activities primarily through e-mail. Most communications with Congress occur electronically through the Advocacy Action Center. CHI advocacy activities involved communications on CHI advocacy priorities, including access and coverage, changes to the Affordable Care Act, Medicare payments, site neutral payments for new off-campus hospital-based outpatient departments, rural accountable care organizations, critical access hospital length of stay payment requirements, access to outpatient therapies in critical access hospitals, 340B drug discount program, the federal budget/deficit reduction, debt ceiling, meaningful use reporting, hospice and palliative care, mental health reform, and violence prevention. LINE 1G- CHI leaders have occasionally met with members of Congress or their staffs and made telephone calls to express positions on CHI advocacy priorities. Many of CHI's efforts are focused through our national and state hospital associations. An overview of Catholic Health Initiatives lobbying activities is provided below: Central to the Catholic Health Initiatives mission and vision is a commitment to advocate for systemic changes to improve the health and well-being of individuals and communities with a specific concern for persons who are poor and marginalized. The Catholic Health Initiatives advocacy activities are inextricably linked to its fundamental goal to build healthier communities. One dimension of the Catholic Health Initiatives program focuses on public policy advocacy, which includes attention to federal legislative and regulatory measures, formation of positions on priority issues, and political activism. The Catholic Health Initiatives public policy agenda includes both traditional health care policies as well as social justice policies. Policies addressing the expansion of health coverage and access; the charitable purpose of not-for-profit health care; clinically integrated care; community health improvement; quality and value and fair payment; rural health care; and violence prevention are vitally important to Catholic Health Initiatives. Also important are policies that address societal concerns and injustices and policies that ultimately impact the health of individuals and communities. Catholic Health Initiatives believes advocating for policy measures that improve education, housing, employment, and socioeconomic status, particularly on behalf of the most vulnerable in society, is essential to the health and well-being of individuals and communities. At the Catholic Health Initiatives national office, public policy priorities are identified and advocacy strategies are initiated. The national advocacy office develops resources to facilitate the involvement of the entire health system in grassroots public policy initiatives. All Catholic Health Initiatives facilities in 18 states are encouraged to engage in advocacy through letter-writing, faxes, emails, phone calls, and meetings with federal and state political leadership. Catholic Health Initiatives will continue to expand its public policy program in an effort to demonstrate its commitment to the improvement of health and the promotion of social justice, particularly for the communities it serves and for persons who are most vulnerable. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,993,072 | OtherCostOrOtherBasisAmt |
| Book Value | $9,993,072 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,919,365 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,835,235 | DepreciationAmt |
| Book Value | $55,084,130 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,668,621 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,371,565 | DepreciationAmt |
| Book Value | $5,297,056 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $891,490,288 | OtherCostOrOtherBasisAmt |
| Depreciation | $445,306,508 | DepreciationAmt |
| Book Value | $446,183,780 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $301,448,156 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,333 | DepreciationAmt |
| Book Value | $301,445,823 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $818,003,861 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Int Desiginated CHV II LP | $7,908,626 | F |
| Int Desiginated CHV III LP | $12,378,412 | F |
| Investments in Highmark Fund | $201,607,874 | F |
| Held for Debt Req - CHI Debt Program | $2,013 | F |
| CHI Legacy Gift - Texas Heart Institute | $53,658,990 | F |
| CHI Operating Investment Program | $508,958,205 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $784,514,120 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (11 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Conifer Valuation & Revenue Cycle | $14,365,958 |
| Execuflex Deferred Income Plan | $7,743,926 |
| Cash Surrendor Value Life Insurance | $2,896,946 |
| CHI 457(b) Plan | $12,080,054 |
| Reinsurance Recovery Assets | $15,000 |
| Intercompany Receivables | $908,425,475 |
| Investments in Unconsolidated Orgs - Controlling Interest | $1,058,758,589 |
| Investments in Unconsolidated Orgs - Noncontrolling Interest | $98,581,025 |
| MSI Escrow | |
| Miscellaneous Assets | $1,792,859 |
| ITS Infrastructure | $11,571,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,116,231,329 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)
| DescDesc | AmtAmt |
|---|---|
| Pension Liability | $1,195,772,601 |
| Self-insurance reserves and claims | $5,475,458 |
| Interest Rate Swaps | $174,929,728 |
| Losses incurred but not reported | $60,621,995 |
| Intercompany Payables | $1,087,432,338 |
| THI Mission Admin Support | $50,498,443 |
| Legacy Gift - Texas Heart Institute | $53,658,990 |
| Unclaimed Property | $2,171,021 |
| Accrued SWAP Interest | $1,158,152 |
| Miscellaneous Liabilities | $8,541 |
| Deferred Gain on Sale/Lease back | $2,722,543 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,634,449,810 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | CATHOLIC HEALTH INITIATIVES ACTS AS AGENT FOR THE EMPLOYEE FINANCIAL ASSISTANCE FUND, AN EMPLOYEE FUNDED PROGRAM. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | CHI is a tax-exempt Colorado corporation and has been granted an exemption from federal income tax under Section 501(c)(3) of the Internal Revenue Code. CHI owns certain taxable subsidiaries and engages in certain activities that are unrelated to its exempt purpose and therefore subject to income tax. Management reviews its tax positions annually and has determined that there are no material uncertain tax positions that require recognition in the accompanying consolidated financial statements. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 2 | Program Services | INDEPENDENT CONTRACTORS | $8,947 |
| North America (Canada & Mexico only) | 0 | 10 | Program Services | INDEPENDENT CONTRACTORS | $282,118 |
| Central America and the Caribbean | 0 | 0 | Conducting board meetings | $48,392 | |
| North America (Canada & Mexico only) | 0 | 0 | Conducting board meetings | $141,969 | |
| Central America and the Caribbean | 0 | 0 | Investments | $1,784,049 | |
| South America | 0 | 0 | Grantmaking | $138,085 | |
| Central America and the Caribbean | 0 | 0 | Grantmaking | $162,852 | |
| South Asia | 0 | 0 | Grantmaking | $77,677 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Conducting board meetings | $21,434 | |
| East Asia and the Pacific | 0 | 0 | Grantmaking | $25,000 | |
| South Asia | 0 | 1 | Program Services | INDEPENDENT CONTRACTORS | $78,741,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 13 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Subtotal Spent | $81,431,706 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $81,431,706 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (7 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| South America | Helping Babies & Mothers | $138,085 | Wire |
| Central America and the Caribbean | LIFE | $68,360 | Check |
| South Asia | Nazareth Hospital Mokama India | $58,852 | Wire |
| South Asia | Catherine Spalding Centre Ranchi India | $18,825 | Wire |
| Central America and the Caribbean | Kingston Neighborhood | $52,804 | Wire |
| Central America and the Caribbean | Haiti Mission Abriko Clinic | $41,688 | Wire |
| East Asia and the Pacific | INDIGENOUS PEOPLE'S OUTREACH | $25,000 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS | CATHOLIC HEALTH INITIATIVES' (CHI) MISSION AND MINISTRY FUND PROVIDES GRANTS TO CHI ORGANIZATIONS AND PARTICIPATING RELIGIOUS CONGREGATIONS TO BE USED FOR THE PLANNING, DEVELOPMENT AND IMPLEMENTATION OF INITIATIVES TO PROMOTE HEALTHY COMMUNITIES. MOST GRANTS MADE BY CHI COME FROM THE MISSION AND MINISTRY FUND. FACILITIES AND GROUPS ASSOCIATED WITH CHI ARE ELIGIBLE TO APPLY FOR GRANT FUNDING FOR HEALTHY COMMUNITY COALITIONS AND PROJECTS. GRANTS FROM THE MISSION AND MINISTRY FUND ARE AWARDED BASED UPON A REVIEW OF GRANT APPLICATIONS SUBMITTED. A COMMITTEE OF THE BOARD OF STEWARDSHIP TRUSTEES IS CHARGED WITH GRANTEE SELECTION. FUNDS AWARDED THROUGH THE MISSION AND MINISTRY FUND ARE IDENTIFIED IN THE CATHOLIC HEALTH INITIATIVES GENERAL LEDGER SYSTEM. CHI ENSURES THAT GRANTS TO UNITED STATES RECIPIENTS ARE PROPERLY USED FOR THEIR INTENDED PURPOSE BY ENSURING THAT THE GRANT RECIPIENTS ARE PRIMARILY IRC 501(C)(3) ORGANIZATIONS. IN MOST CIRCUMSTANCES THE RECIPIENT IS A CHI AFFILIATE. THAT CHI-RELATED ENTITY SUPERVISES THE GRANT INITIATIVE, INCLUDING THE EXPENDITURE OF FUNDS IN FURTHERANCE OF THAT INITIATIVE. MISSION AND MINISTRY FUND GRANT RECIPIENTS ALSO PROVIDE SEMI-ANNUAL PROGRESS REPORTS, INCLUDING A FINANCIAL REPORT. WHERE THE RECIPIENT IS NOT A CHI AFFILIATE, CHI DOES NOT REQUIRE ACCOUNTING FOR THE GRANT MONIES, SINCE THE RECIPIENT ORGANIZATIONS ARE REQUIRED, AS IRC SEC 501(C)(3) ORGANIZATIONS TO USE THE FUNDS IN FURTHERANCE OF EXEMPT PURPOSES. |
| Schedule F, Part I, Line 3(f) DESCRIPTION OF ACCOUNTING METHOD FOR COSTS IN REGION | (3, 4, & 9) THERE ARE A FEW CATHOLIC HEALTH INITIATIVES (CHI) EMPLOYEES WHO SERVE ON THE BOARDS OF OFFSHORE CAPTIVES OF CHI. CHI ALLOCATED A PORTION OF THE SALARIES OF THESE INDIVIDUALS TO LINE 3(F). TRAVEL COSTS FOR THESE INDIVIDUALS WERE NOT PAID BY CHI. (5) CHI'S INVESTMENTS IN CAPTIVE MANAGEMENT INITIATIVES AND ALL SAINTS INSURANCE COMPANY, SPC, LTD ARE REFLECTED IN LINE 5. ALSO INCLUDED IN LINE 5 IS THE COMMON STOCK INVESTMENT IN FIRST INITIATIVES INSURANCE, LTD, A WHOLLY OWNED CORPORATION. FIRST INITIATIVES INSURANCE, LTD IS INCLUDED IN CHI'S CONSOLIDATED FINANCIAL STATEMENTS. (1, 2, & 11) CHI PAYS VARIOUS FOREIGN INDEPENDENT CONTRACTORS FOR PROGRAM RELATED SERVICES. INCLUDED IN LINE 11 IS APPROXIMATELY $78.7 MILLION PAID TO WIPRO FOR CENTRALIZED IT SUPPORT SHARED SERVICES PROVIDED TO CHI NATIONAL OFFICES AND MBOS. (6, 7, 8, & 10) CHI PROVIDES CHARITABLE GRANTS TO OTHER U.S. 501(C)(3) ORGANIZATIONS TO SUPPORT FOREIGN PROGRAMS (SEE DESCRIPTION FOR PART I, LINE 2). |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (67 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Samaritan Behavioral Health | |||||||
| 601 Edwin C Moses Blvd | Dayton | OH | 45417 | 020633634 | 501(c)(3) | $174,443 | United Against Violence of Greater Dayton |
| Catholic Relief Services | |||||||
| 228 West Lexington St | Baltimore | MD | 21201 | 135563422 | 501(c)(3) | $10,000 | program support |
| St Catherine Hospital | |||||||
| 401 E Spruce | Garden City | KS | 67846 | 200598702 | 501(c)(3) | $85,829 | Family Literacy Project |
| St Catherine Hospital | |||||||
| 401 E Spruce | Garden City | KS | 67846 | 200598702 | 501(c)(3) | $128,215 | Family Violence prevention |
| St Alphosus Medical Center - Ontario | |||||||
| 351 SW 9th St | Ontario | ID | 97914 | 202683560 | 501(c)(3) | $662,047 | Health Resource Center |
| Sisters of Mercy West Midwest Community | |||||||
| 7262 Mercy Road | Omaha | NE | 68124 | 262400800 | 501(c)(3) | $57,740 | Preventing Violence |
| Dominican Sisters of Peace | |||||||
| 2320 Airport Drive | Columbus | OH | 43219 | 263550703 | 501(c)(3) | $40,500 | Peace Center New Orleans |
| Dominican Sisters of Peace | |||||||
| 2320 Airport Drive | Columbus | OH | 43219 | 263550703 | 501(c)(3) | $147,930 | Dare to Live in Peace |
| Enroll America | |||||||
| 1001 G Street NW FL 8 | Washington | DC | 20001 | 271661221 | 501(c)(3) | $50,000 | mission to maximize health insurance enrollment |
| St Alphosus Medical Center - Nampa | |||||||
| 1512 12th Ave Rd | Nampa | ID | 83686 | 271790052 | 501(c)(3) | $396,138 | Newborn Family Support |
| Saint Joseph Health System | |||||||
| 424 Lewis Hargett Circle suite 160 | Lexington | KY | 40503 | 611334601 | 501(c)(3) | $100,389 | Violence Prevention |
| Good Samaritan Hospital Foundation | |||||||
| 375 Dixmyth Ave | Cincinnati | OH | 45220 | 311027660 | 501(c)(3) | $100,204 | HOPE Program |
| National Association of Catholic Chaplains | |||||||
| 4915 S Howell Avenue | Milwaukee | WI | 53207 | 391368967 | 501(c)(3) | $30,000 | 2015 Platinum Level Sponsorship |
| Unity Family Healthcare | |||||||
| 116 8th Avenue SE | Little Falls | MN | 56345 | 410721642 | 501(c)(3) | $43,127 | Violence Prevention Morrison County |
| Franciscan Sisters of Little Falls | |||||||
| 116 8th Avenue SE | Little Falls | MN | 56345 | 410695518 | 501(c)(3) | $66,551 | Urock Against Violence |
| Unity Family Healthcare | |||||||
| 116 8th Avenue SE | Little Falls | MN | 56345 | 410721642 | 501(c)(3) | $73,623 | Live Better Live Longer Start Strong |
| Unity Family Healthcare | |||||||
| 116 8th Avenue SE | Little Falls | MN | 56345 | 410721642 | 501(c)(3) | $164,438 | Patient-Centered Medical Home Devlp |
| St Francis Healthcare Campus | |||||||
| 2400 St Francis Drive | Breckenridge | MN | 56520 | 410695598 | 501(c)(3) | $94,343 | Violence Prevention |
| St Joseph Area Health Services | |||||||
| 600 Pleasant Ave | Park Rapids | MN | 56470 | 410695603 | 501(c)(3) | $57,144 | Violence Prevention |
| Mercy Foundation of Des moines IA | |||||||
| 1755 59th Pl | Des Moines | IA | 50266 | 237358794 | 501(c)(3) | $56,336 | Childhood Obesity |
| Mercy Foundation of Des moines IA | |||||||
| 1755 59th Pl | Des Moines | IA | 50266 | 237358794 | 501(c)(3) | $61,734 | Girl Power-Violence Prevention |
| Mercy Foundation of Des moines IA | |||||||
| 1755 59th Pl | Des Moines | IA | 50266 | 237358794 | 501(c)(3) | $86,938 | Building a Strong Community |
| Mercy Foundation of Des moines IA | |||||||
| 1755 59th Pl | Des Moines | IA | 50266 | 237358794 | 501(c)(3) | $91,989 | Mental Health Crisis Stabilization |
| Mercy Foundation of Des moines IA | |||||||
| 1755 59th Pl | Des Moines | IA | 50266 | 237358794 | 501(c)(3) | $246,048 | Community Palliative Care |
| St Alexius Health | |||||||
| PO Box 5510 | Bismarck | ND | 58506 | 450226711 | 501(c)(3) | $334,928 | Violence Prevention |
| Mother of God Monastery | |||||||
| 110 28th Ave SE | Watertown | SD | 57201 | 460441468 | 501(c)(3) | $68,895 | Violence Prevention Design |
| Arupe Jesuit High School | |||||||
| 4343 Utica St | Denver | CO | 80212 | 460508814 | 501(c)(3) | $5,600 | Work Study Program |
| Arupe Jesuit High School | |||||||
| 4343 Utica St | Denver | CO | 80212 | 460508814 | 501(c)(3) | $25,250 | Work Study Program |
| St Francis Medical Center Foundation | |||||||
| 2620 W Faidley Ave | Grand Island | NE | 68803 | 470376601 | 501(c)(3) | $46,759 | The Violence Prevention Program |
| St Francis Medical Center Foundation | |||||||
| 2620 W Faidley Ave | Grand Island | NE | 68803 | 470376601 | 501(c)(3) | $108,254 | CHW Intervention Program |
| St Mary's Community Hospital | |||||||
| 1301 Grundman Blvd | Nebraska City | NE | 68410 | 470443636 | 501(c)(3) | $76,496 | United Against Violence SE Nebraska |
| St Elizabeth Foundation | |||||||
| 555 S 70th Street | Lincoln | NE | 68510 | 470625523 | 501(c)(3) | $21,858 | United Against Violence |
| Alegent Creighton Health | |||||||
| PO Box 642150 | Omaha | NE | 68154 | 470757164 | 501(c)(3) | $104,000 | Health Advocates |
| Alegent Creighton Health | |||||||
| PO Box 642150 | Omaha | NE | 68154 | 470757164 | 501(c)(3) | $105,025 | Violence Prevention |
| Alegent Creighton Health | |||||||
| PO Box 642150 | Omaha | NE | 68154 | 470757164 | 501(c)(3) | $194,500 | Behavioral Health Svs |
| Alegent Creighton Health | |||||||
| PO Box 642150 | Omaha | NE | 68154 | 470757164 | 501(c)(3) | $223,251 | Telepsychiatry for Rural Communities |
| Good Samaritan Hospital | |||||||
| 10 E 31st Street | Kearney | NE | 68847 | 470379755 | 501(c)(3) | $83,268 | HelpCare Clinic |
| Good Samaritan Hospital | |||||||
| 10 E 31st Street | Kearney | NE | 68847 | 470379755 | 501(c)(3) | $110,048 | Violence Prevention |
| Women's Business leader | |||||||
| 1227 25th St NW | Washintgon | DC | 20037 | 510410145 | 501(c)(3) | $20,000 | Women Empowerment-2016 Bold Annual Sponsorship |
| Catholic Charities USA | |||||||
| PO Bo 17066 | Baltimore | MD | 21297 | 530196620 | 501(c)(3) | $10,000 | Donation in honor of Pope Francis visit to US |
| Saint Joseph Health System | |||||||
| 424 Lewis Hargett Circle suite 160 | Lexington | KY | 40503 | 611334601 | 501(c)(3) | $93,258 | Violence Prevention |
| Jewish Hospital & St Marys Healthcare Inc | |||||||
| 200 Abraham Flexner Way | Louisville | KY | 40202 | 611029768 | 501(c)(3) | $20,000 | BOUNCE |
| Jewish Hospital & St Marys Healthcare Inc | |||||||
| 200 Abraham Flexner Way | Louisville | KY | 40202 | 611029768 | 501(c)(3) | $98,146 | Shelbyville Violence Prevention |
| Jewish Hospital & St Marys Healthcare Inc | |||||||
| 200 Abraham Flexner Way | Louisville | KY | 40202 | 611029768 | 501(c)(3) | $157,760 | PACT in Action |
| Jewish Hospital & St Marys Healthcare Inc | |||||||
| 200 Abraham Flexner Way | Louisville | KY | 40202 | 611029768 | 501(c)(3) | $533,076 | Health Connections Initiative |
| Saint Joseph Health System | |||||||
| 424 Lewis Hargett Circle suite 160 | Lexington | KY | 40503 | 611334601 | 501(c)(3) | $39,975 | Creating Safe Neighborhoods |
| Saint Joseph Health System | |||||||
| 424 Lewis Hargett Circle suite 160 | Lexington | KY | 40503 | 611334601 | 501(c)(3) | $48,228 | Safe Child Initiative |
| Saint Joseph Health System | |||||||
| 424 Lewis Hargett Circle suite 160 | Lexington | KY | 40503 | 611334601 | 501(c)(3) | $59,414 | Violence Prevention |
| Flaget Memorial Hospital | |||||||
| 4305 New Shepherdsville Rd | Bardstown | KY | 40004 | 611345363 | 501(c)(3) | $98,229 | Violence Prevention |
| Memorial Health Care | |||||||
| 2525 de Sales Ave | Chattanooga | TN | 42506 | 620532345 | 501(c)(3) | $29,466 | United Against Violence |
| Memorial Health Care | |||||||
| 2525 de Sales Ave | Chattanooga | TN | 42506 | 620532345 | 501(c)(3) | $57,350 | Healthy Kids at Ivy |
| National Association of Health Services Executives | |||||||
| 1015 Connecticut Ave NW 10th Floor | Washington | DC | 20036 | 621312239 | 501(c)(3) | $30,000 | Executives Annual Educational Conference |
| St Vincent Infirmary Medical Center | |||||||
| Two St Vincent Circle | Little Rock | AR | 72205 | 710236917 | 501(c)(3) | $342,165 | Health Connections Initiative |
| Centura Health Corporation | |||||||
| 9100 E Mineral Circle | Centennial | CO | 80112 | 841335382 | 501(c)(3) | $65,458 | Fremont Violence Prevention |
| Centura Health Corporation | |||||||
| 9100 E Mineral Circle | Centennial | CO | 80112 | 841335382 | 501(c)(3) | $83,670 | Pueblo Violence Prevention |
| Centura Health Corporation | |||||||
| 9100 E Mineral Circle | Centennial | CO | 80112 | 841335382 | 501(c)(3) | $108,835 | Youth Violence Prevention |
| The Center for African American Health | |||||||
| 3601 Martin Luther King Blvd | Denver | CO | 80205 | 841477546 | 501(c)(3) | $10,000 | 2016 Sponsorship of CAAH Denver Metro Area Health Fair |
| Franciscan Foundation (FHS) | |||||||
| 1149 Market St | Tacoma | WA | 984023515 | 911145592 | 501(c)(3) | $62,855 | Community Building Health |
| Franciscan Foundation (FHS) | |||||||
| 1149 Market St | Tacoma | WA | 984023515 | 911145592 | 501(c)(3) | $98,279 | Responsive Care Coordination Program |
| Franciscan Foundation (FHS) | |||||||
| 1149 Market St | Tacoma | WA | 984023515 | 911145592 | 501(c)(3) | $154,451 | Youth Violence Prevention |
| Highline Medical Center Foundation | |||||||
| 16259 Sylvester Road SW | Burien | WA | 98166 | 911171170 | 501(c)(3) | $314,834 | Highline Health Connections |
| Mercy Housing Northwest | |||||||
| 2505 Third Ave | Seattle | WA | 98121 | 911546525 | 501(c)(3) | $62,180 | Affordable Housing & Healthcare |
| Saint Anthony Pendleton | |||||||
| 2801 St Anthony Way | Pendleton | OR | 97801 | 930391614 | 501(c)(3) | $37,328 | Violence Prevention |
| Mercy Foundation | |||||||
| 2700 Stewart Parkway | Roseburg | OR | 97471 | 936088946 | 501(c)(3) | $64,508 | Rural Action Dental Health Program |
| Mercy Foundation | |||||||
| 2700 Stewart Parkway | Roseburg | OR | 97471 | 936088946 | 501(c)(3) | $67,510 | Teen Transitions |
| Mercy Foundation | |||||||
| 2700 Stewart Parkway | Roseburg | OR | 97471 | 936088946 | 501(c)(3) | $91,680 | UP2US Now Violence Prevention |
| Faithful Fools Ministry | |||||||
| 230 HYDE St | San Francisco | CA | 94102 | 943348396 | 501(c)(3) | $61,300 | Institute for Street Level Learning |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 40 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | Catholic Health Initiatives' (CHI) Mission and Ministry Fund provides grants to CHI organizations and participating religious congregations to be used for the planning, development and implementation of initiatives to promote healthy communities. Most grants made by CHI come from the Mission and Ministry Fund. Facilities and groups associated with CHI are eligible to apply for grant funding for healthy community coalitions and projects. Grants from the Mission and Ministry Fund are awarded based upon a review of grant applications submitted. A committee of the Board of Stewardship Trustees is charged with grantee selection. Funds awarded through the Mission and Ministry Fund are identified in the Catholic Health Initiatives general ledger system. CHI ensures that grants to United States recipients are properly used for their intended purpose by ensuring that the grant recipients are primarily IRC section 501(c)(3) organizations. In most circumstances, the recipient is a CHI affiliate. That CHI-related entity supervises the grant initiative, including the expenditure of funds in furtherance of that initiative. Mission and Ministry Fund grant recipients also provide semi-annual progress reports, including a financial report. Where the recipient is not a CHI affiliate, CHI does not require accounting for the grant monies, since the recipient organizations are required, as IRC Sec 501(c)(3) organizations to use the funds in furtherance of exempt purposes. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN LOFTON FACHE | ||||||||||||||
| Chief Executive Officer | $1,595,856 | $0 | $2,862,074 | $0 | $1,735,738 | $0 | $15,775 | $0 | $23,286 | $0 | $6,232,729 | $0 | $1,086,396 | $0 |
| MITCH H MELFI ESQ | ||||||||||||||
| EVP Corporate Affairs & Chief Legal Officer/Secretary | $638,592 | $0 | $596,240 | $0 | $264,150 | $0 | $15,775 | $0 | $37,768 | $0 | $1,552,525 | $0 | $82,241 | $0 |
| JOYCE ROSS | ||||||||||||||
| SVP COMMUNICATIONS/ASSISTANT SECRETARY | $345,871 | $0 | $229,673 | $0 | $126,087 | $0 | $14,869 | $0 | $14,784 | $0 | $731,284 | $0 | $31,766 | $0 |
| MICHAEL ROWAN FACHE | ||||||||||||||
| President OF Health System Delivery & COO | $1,273,340 | $0 | $1,763,164 | $0 | $859,409 | $0 | $15,775 | $0 | $41,802 | $0 | $3,953,490 | $0 | $242,516 | $0 |
| DEAN SWINDLE CPA | ||||||||||||||
| President OF Enterprise Business Lines & CFO/Treasurer | $1,160,179 | $0 | $1,519,534 | $0 | $232,777 | $0 | $303,959 | $0 | $17,848 | $0 | $3,234,297 | $0 | $145,738 | $0 |
| CAROL KEENAN | ||||||||||||||
| FORMER INTERIM SVP HUMAN RESOURCES | $311,590 | $0 | $41,608 | $0 | $49,999 | $0 | $15,775 | $0 | $17,260 | $0 | $436,232 | $0 | $0 | $0 |
| STEVEN KEHRBERG | ||||||||||||||
| SVP SUPPLY CHAIN & Clinical Engineering | $108,053 | $0 | $235,530 | $0 | $516,933 | $0 | $14,900 | $0 | $506 | $0 | $875,922 | $0 | $54,523 | $0 |
| THOMAS Clifford DEVENY MD | ||||||||||||||
| SVP-PHYS SERV & CLIN INTEGR | $630,237 | $0 | $556,368 | $0 | $185,413 | $0 | $117,668 | $0 | $9,328 | $0 | $1,499,014 | $0 | $77,880 | $0 |
| JOHN DICOLA | ||||||||||||||
| EVP Enterprise Strategic DevELOPMENT | $645,504 | $0 | $679,385 | $0 | $581,775 | $0 | $160,094 | $0 | $27,404 | $0 | $2,094,162 | $0 | $411,817 | $0 |
| PAUL EDGETT III | ||||||||||||||
| EVP Growth and Business Acquisitions | $559,551 | $0 | $453,631 | $0 | $281,302 | $0 | $15,231 | $0 | $35,512 | $0 | $1,345,227 | $0 | $34,216 | $0 |
| PHILIP FOSTER | ||||||||||||||
| SVP RISK & Insurance | $403,392 | $0 | $266,744 | $0 | $142,110 | $0 | $15,775 | $0 | $19,900 | $0 | $847,921 | $0 | $43,209 | $0 |
| THOMAS KOPFENSTEINER | ||||||||||||||
| EVP MISSION | $624,841 | $0 | $585,192 | $0 | $319,308 | $0 | $15,775 | $0 | $7,174 | $0 | $1,552,290 | $0 | $125,418 | $0 |
| STEPHEN MOORE MD | ||||||||||||||
| SVP & CHIEF MEDICAL OFFICER | $608,258 | $0 | $578,783 | $0 | $368,215 | $0 | $8,180 | $0 | $6,541 | $0 | $1,569,977 | $0 | $177,709 | $0 |
| MICHAEL O'ROURKE | ||||||||||||||
| SVP & CHIEF INFORMATION OFFICER | $597,089 | $0 | $402,104 | $0 | $189,519 | $0 | $15,775 | $0 | $37,502 | $0 | $1,241,989 | $0 | $62,153 | $0 |
| KATHLEEN SANFORD RN DBA FACHE | ||||||||||||||
| SVP & CHIEF NURSING OFFICER | $541,398 | $0 | $506,488 | $0 | $285,890 | $0 | $15,123 | $0 | $17,040 | $0 | $1,365,939 | $0 | $71,912 | $0 |
| PATRICIA WEBB | ||||||||||||||
| EVP & Chief Administrative/ Chief HR Officer | $642,883 | $0 | $596,361 | $0 | $160,456 | $0 | $144,038 | $0 | $12,282 | $0 | $1,556,020 | $0 | $79,731 | $0 |
| DAVID J FINE | ||||||||||||||
| President & CEO CIRI | $0 | $772,156 | $0 | $351,981 | $0 | $5,990,896 | $0 | $15,775 | $0 | $40,608 | $0 | $7,171,416 | $0 | $4,079,951 |
| RUTH WILLIAMS BRINKLEY | ||||||||||||||
| SVP/MBO President & CEO | $864,871 | $0 | $830,059 | $0 | $232,256 | $0 | $154,377 | $0 | $17,804 | $0 | $2,099,367 | $0 | $103,156 | $0 |
| DAVID VELLINGA | ||||||||||||||
| SVP Divisional Operations/MBO CEO | $717,250 | $0 | $824,380 | $0 | $273,364 | $0 | $15,195 | $0 | $9,444 | $0 | $1,839,633 | $0 | $0 | $0 |
| TODD CONKLIN | ||||||||||||||
| SVP OPERATIONAL FINANCE & ACCOUNTING | $427,388 | $0 | $156,369 | $0 | $1,140,712 | $0 | $15,775 | $0 | $15,617 | $0 | $1,755,861 | $0 | $0 | $0 |
| JOSEPH WILCZEK | ||||||||||||||
| SVP Divisional Operations/MBO CEO | $291,839 | $0 | $698,925 | $0 | $677,166 | $0 | $13,610 | $0 | $6,630 | $0 | $1,688,170 | $0 | $0 | $0 |
| Michael Covert | ||||||||||||||
| SVP Divisional Operations/MBO CEO | $1,137,434 | $0 | $207,077 | $0 | $279,438 | $0 | $0 | $0 | $73,828 | $0 | $1,697,777 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | FOR EACH BENEFIT PROVIDED IN LINE 1A, THE ORGANIZATION MUST DISCLOSE RELEVANT INFORMATION WHICH MAY INCLUDE THE TYPE OF BENEFIT, THE LISTED PERSON WHO RECEIVED THE BENEFIT (OR CLASS OF INDIVIDUALS FOR WHOM THE BENEFIT WAS PROVIDED: I.E. ALL DIRECTORS), AND WHETHER OR NOT THE BENEFIT WAS INCLUDED IN THE INDIVIDUAL'S COMPENSATION. THE CATHOLIC HEALTH INITIATIVES (CHI) TRAVEL POLICY #5, WHICH IS APPLICABLE TO ALL EMPLOYEES, STATES THAT FIRST-CLASS AIRFARE IS GENERALLY NOT PERMITTED, BUT MAY BE UTILIZED IF APPROVED IN ADVANCE BY THE INDIVIDUAL'S SUPERVISOR AND WARRANTED BASED UPON THE FACTS AND CIRCUMSTANCES, WHICH MAY INCLUDE: AMOUNT OF TRAVEL INVOLVED, NATURE OF SPECIFIC TRIP, DURATION OF TRAVEL AND COST DIFFERENTIATION BETWEEN FIRST CLASS AND COACH. KEVIN LOFTON, CEO, UTILIZES FIRST CLASS TRAVEL ON OCCASION ONLY WHEN OTHER TICKETING OPTIONS ARE NOT LOGISTICALLY SUITABLE. |
| Schedule J, Part I, Line 1a Travel for companions | TRAVEL FOR COMPANIONS IS AVAILABLE WITH TAX GROSS-UP PURSUANT TO CATHOLIC HEALTH INITIATIVES (CHI) HR POLICY #4. BECAUSE OF THE SIGNIFICANT TIME COMMITMENT ASSOCIATED WITH BOARD MEMBERSHIP AT CHI, BOARD MEMBERS WERE OCCASIONALLY INVITED TO BRING THEIR SPOUSES TO LEADERSHIP ACTIVITIES. CHI REIMBURSED THOSE BOARD MEMBERS FOR CERTAIN COMPANION TRAVEL EXPENSES AND GROSSED-UP THE BOARD MEMBERS FOR THOSE EXPENSES. ALL SUCH COMPANION TRAVEL AND ASSOCIATED GROSS-UP WAS INCLUDED AS INCOME ON THE BOARD MEMBER'S FORM 1099 OR W-2 AS APPLICABLE. |
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | Catholic Health Initiatives reimbursed board members for certain companion travel expenses and grossed-up the board members for those expenses. All such companion travel and associated gross-up was Included as income on the board member's Form 1099 or W-2 as applicable. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | Post-termination payments are addressed in executive employment agreements for employees at the level of vice president and above. These employment agreements require that in order for the executive to receive post-termination payments, these individuals must execute a general release and settlement agreement. Post-termination payment arrangements are periodically reviewed for overall reasonableness in light of the executive's overall compensation package. The following reportable individuals received severance payments from Catholic Health Initiatives during the 2015 calendar year, and these severance payments were included in the individuals' W-2 income and reportable compensation on Part VII and Schedule J, Part II, column (B)(iii): Joseph Wilczek - $650,171 Steven Kehrberg - $292,516 Todd Conklin -$939,420 DURING THE 2015 CALENDAR YEAR CHANGE OF CONTROL PAYMENTS were paid to David Fine by CHI INSTITUTE FOR RESEARCH AND INNOVATION AS A RESULT OF THE ACQUISITION OF St. Luke's Health System Corporation (SLHS) BY CATHOLIC HEALTH INITIATIVES. THESE CHANGE OF CONTROL PAYMENTS WERE INCLUDED IN THE INDIVIDUAL'S W-2 INCOME AND REPORTABLE COMPENSATION ON PART VII AND SCHEDULE J: David Fine - $1,704,882 |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | During the 2015 calendar year Catholic Health Initiatives (CHI) maintained a supplemental non-qualified deferred compensation plan for MBO CEOs/Presidents and other CHI executives at the level of Senior Vice President and above. The following reportable individuals were eligible to participate in that plan: Dean Swindle David Vellinga John DiCola Joseph Wilczek Joyce Ross Kathleen Sanford Kevin Lofton Michael Covert Michael O'Rourke Michael Rowan Mitch Melfi Patricia Webb Paul Edgett Philip Foster Ruth Williams-Brinkley Stephen Moore Steven Kehrberg Thomas Clifford Deveny Thomas Kopfensteiner Todd Conklin During 2015 the following contributions were made by CHI to the deferred compensation plan: Dean Swindle - $288,009 John DiCola - $144,319 Patricia Webb - $128,263 Ruth Williams-Brinkley - $138,601 Thomas Clifford Deveny - $101,893 During 2015 the following distributions were made by CHI from the deferred compensation plan: Dean Swindle - $145,738 John DiCola- $411,817 Joyce Ross - $31,766 Kathleen Sanford - $71,912 Kevin Lofton - $1,086,396 Michael O'Rourke - $62,153 Michael Rowan - $242,516 Mitch Melfi - $82,241 Patricia Webb - $79,731 Paul Edgett - $34,216 Philip Foster- $43,209 Ruth Williams-Brinkley - $103,156 Stephen Moore - $177,709 Steven Kehrberg - $54,523 Thomas Clifford Deveny - $77,880 Thomas Kopfensteiner- $125,418 Due to the "super" vesting rules under the CHI deferred compensation plan, participants who have met certain requirements such as termination, age, years of service, or more than 5 years of plan participation were eligible to receive their 2015 contributions in cash. These cash payouts are included in the participant's reportable compensation in column (iii) Other Reportable Compensation on Schedule J Part II. During 2015, the following contributions that would have been made by CHI to the deferred compensation plan were paid in cash: David Vellinga - $107,651 Joseph Wilczek - $22,539 Joyce Ross - $30,262 Kathleen Sanford - $86,615 Kevin Lofton - $470,364 Michael Covert - $175,553 Michael O'Rourke - $54,193 Michael Rowan - $313,628 Mitch Melfi - $126,755 Paul Edgett - $110,684 Philip Foster - $36,342 Steven Kehrberg - $78,447 Thomas Kopfensteiner - $125,396 Todd Conklin - $101,205 ST. LUKE'S HEALTH SYSTEM CORPORATION (SLHS) MAINTAINed A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FOR CERTAIN EXECUTIVES. After the acquisition of SLHS by Catholic Health Initiatives (CHI), the plan was taken over by CHI. THE FOLLOWING REPORTABLE INDIVIDUALS WERE ELIGIBLE TO PARTICIPATE IN THAT PLAN: DAVID FINE AFTER A RECIPIENT REACHES A CERTAIN AGE, CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II. DURING 2015, THE FOLLOWING CONTRIBUTIONS THAT WOULD HAVE BEEN MADE BY SLHS TO THE DEFERRED COMPENSATION PLAN WERE PAID IN CASH: DAVID FINE - $4,079,951 The paid in Cash amount was included on the W-2 David Fine received from CHI Institute for Research and Innovation (CIRI), a related organization that employed David Fine during 2015. |
| Schedule J, Part I, Line 7 Non-fixed payments | Catholic Health Initiatives (CHI) maintains a variable pay program for managers and above that puts a certain amount of compensation at risk. Awards of incentive compensation under the variable pay program are made based upon achievement of organizational objectives including financial outcomes, quality improvement, and other measures as determined annually by the Board of Stewardship Trustees. However, eligible awards payable under this program are dependent on reaching minimum levels of operating margin and charity care levels, unless the HR Committee of the Board of Stewardship Trustees uses its discretion to approve an exception. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COLORADO HEALTH FACILITIES AUTHORITY 2008C-4 | ||||||||
| A | 840752932 | 19648A4Q5 | 2015-11-12 | $26,495,000 | SEE PART VI (2008C2, C4, D3 COMP ISSUE) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2008C-2 | ||||||||
| B | 840752932 | 19648A4P7 | 2015-11-15 | $26,495,000 | SEE PART VI (2008C2, C4, D3 COMP ISSUE) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2008D-3 | ||||||||
| C | 840752932 | 19648A4R3 | 2015-11-12 | $48,835,493 | SEE PART VI (2008C2,C4, D3 COMP ISSUE) | false | false | false |
| WASHINGTON HEALTH CARE FACILITIES AUTHORITY 2015A | ||||||||
| D | 911108929 | 000000000 | 2015-08-11 | $51,400,000 | SEE PART VI - (2015A ISSUE) | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $26,495,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $26,495,000 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $26,495,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $26,495,000 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $48,835,493 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $48,835,000 | $0 | 2008 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $1,900,000 | $0 | $51,400,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $51,400,000 | $0 | 2004 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0018 | 0.0005 | 0.0023 | false | Yes (true) | 0.0126 | Yes (true) | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | Yes (true) | 0.0126 | Yes (true) | Yes (true) | ||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||||
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | Yes (true) | 0.0459 | Yes (true) | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (20 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part VI SERIES 2009 A/B COMPOSITE ISSUE | THE BONDS DESCRIBED ON LINES D, A, AND B IN PART I ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES (THE SERIES 2009 COMPOSITE ISSUE). ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: COLORADO HEALTH FACILITIES AUTHORITY 2009 A/B - CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN COLORADO, IOWA, NEW JERSEY AND NEBRASKA AND CURRENT REFUNDING OF COLORADO 1997B-1, 1997B-2, 1997B-3 (ORIGINAL ISSUANCE DATE: NOVEMBER 25, 1997), 2004B-4 AND 2004B-5 BONDS (ORIGINAL ISSUANCE DATE: NOVEMBER 18, 2004) AND IOWA 1997B BONDS (REISSUANCE DATE: DECEMBER 2, 1999) KENTUCKY ECONOMIC DEV. FINANCE AUTH. 2009 A/B - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN KENTUCKY. COUNTY OF MONTGOMERY, OHIO 2009 A/B - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN OHIO AND CURRENT REFUNDING OF OHIO 1997B (ORIGINAL ISSUANCE DATE: NOVEMBER 25, 1997), 2006B-1 AND 2006B-2 BONDS (ORIGINAL ISSUANCE DATE: NOVEMBER 9, 2006). $108,439 OF PROCEEDS OF THE COUNTY OF MONTGOMGERY, OHIO 2009A AND 2009B BONDS WERE REISSUED ON OCTOBER 1, 2012 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $66,585 OF PROCEEDS OF THE COUNTY OF MONTGOMGERY, OHIO 2009A AND 2009B BONDS WERE REISSUED ON FEBRUARY 14, 2013 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $42,296 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2009A BONDS WERE REISSUED ON APRIL 1, 2014 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $14,179 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2009B BONDS WERE REISSUED ON APRIL 1, 2014 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $42,935,594.18 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2009A and 2009B BONDS WERE REISSUED ON OCTOBER 1, 2015 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $1,124,855.22 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2009A BONDS WERE REISSUED ON JUNE 30, 2016 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. PART II LINE 3 TOTAL PROCEEDS OF ISSUE INCLUDES INVESTMENT EARNINGS PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI LOUISVILLE/JEFFERSON METRO COUNTY GOVT 2012A | PART I LINE F PURPOSE: ADVANCE REFUNDING OF LOUISVILLE/JEFFERSON METRO COUNTY GVT REVENUE BONDS SERIES 2008 (ORIGINAL ISSUANCE DATE: JULY 10, 2008) ON AUGUST 1, 2016, CHI PROVIDED FOR THE DEFEASANCE OF $61,950,000 OF THE LOUISVILLE/JEFFERSON COUNTY GVT REVENUE BONDS SERIES 2012A TO THEIR EARLIEST CALL DATE AS REMEDIAL ACTION FOR THE CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY THAT OCCURED MAY 11, 2016. PART III LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2011A COMPOSITE ISSUE | THE BONDS DESCRIBED ON LINES D AND A IN PART I ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES (THE SERIES 2011A COMPOSITE ISSUE). ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: WASHINGTON HEALTH CARE FACILITIES 2011 A - CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN WASHINGTON COLORADO HEALTH FACILITIES AUTHORITY 2011 A - CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN ARKANSAS, COLORADO, IOWA, KANSAS AND NEBRASKA AND CURRENT REFUNDING OF COLORADO 2000B (ORIGINAL ISSUANCE DATE: MARCH, 20, 2000), 2004B-1, 2004B-2 AND 2004B-3 (ORIGINAL ISSUANCE DATE: NOVEMBER 18, 2004), AND 2008C-8 (ORIGINAL ISSUANCE DATE: NOVEMBER 20, 2008) $7,418,571.95 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2011A BONDS WERE REISSUED ON JUNE 30, 2016 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $233,182.91 OF PROCEEDS OF THE WASHINGTON HEALTH CARE FACILITIES 2011A BONDS WERE REISSUED ON MAY 11, 2016 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. PART II LINE 3 TOTAL PROCEEDS OF ISSUE INCLUDES INVESTMENT EARNINGS PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2004CD COMPOSITE ISSUE | THE BONDS DESCRIBED ON LINES B AND C IN PART I, ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES (THE SERIES 2004CD COMPOSITE ISSUE). ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: KENTUCKY ECONOMIC DEV. FINANCE AUTHORITY 2004C/D - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN KENTUCKY. CHATTANOOGA TN HEALTH ED & HOUSING FAC BD 2004C - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN TENNESSEE. PART II LINE 3 TOTAL PROCEEDS OF ISSUE INCLUDES INVESTMENT EARNINGS PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2006A COMPOSITE ISSUE | THE BONDS DESCRIBED ON LINE D IN PART I, TOGETHER WITH BALTIMORE COUNTY, MARYLAND REVENUE BONDS (CATHOLIC HEALTH INITIATIVES) SERIES 2006A, WHICH WERE DEFEASED ON DECEMBER 10, 2012 AND ARE NO LONGER OUTSTANDING, ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES (THE SERIES 2006A COMPOSITE ISSUE). ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: COLORADO HEALTH FACILITIES AUTHORITY 2006A - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN COLORADO, ARKANSAS, IOWA, MISSOURI AND NEBRASKA. $118,345 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2006A BONDS WERE REISSUED ON NOVEMBER 1, 2013 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $60,650 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2006A BONDS WERE REISSUED ON APRIL 1, 2014 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $6,908,623.61 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2006A BONDS WERE REISSUED ON JUNE 30, 2016 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. PART II LINE 3 INCLUDES INVESTMENT EARNINGS PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2011BC COMPOSITE ISSUE | SERIES 2011BC COMPOSITE ISSUE: THE BONDS DESCRIBED ON LINES B AND C IN PART I ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES (THE SERIES 2011BC COMPOSITE ISSUE). ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: COLORADO HEALTH FACILITIES AUTHORITY 2011 C - CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN ARKANSAS, COLORADO, IOWA, KANSAS AND NEBRASKA KENTUCKY ECONOMIC DEV. FINANCE AUTH. 2011 B - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN KENTUCKY PART II LINE 3 TOTAL PROCEEDS OF ISSUE INCLUDES INVESTMENT EARNINGS PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2008D COMPOSITE ISSUE | THE BONDS DESCRIBED ON LINES D, A, B AND C IN PART I ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES (THE SERIES 2008D COMPOSITE ISSUE). ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: COLORADO HEALTH FACILITIES AUTHORITY 2008D - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN COLORADO, IOWA, MINNESOTA, NEBRASKA, NEW JERSEY AND OREGON. COUNTY OF MONTGOMERY, OHIO 2008D - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN OHIO. CHATTANOOGA TN HEALTH ED & HOUSING FAC BD 2008D - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN TENNESSEE. WASHINGTON HEALTH CARE FACILITIES AUTHORITY 2008D - REFUND WA AUTH BONDS 2007A1-3 (ORIGINAL ISSUANCE DATE: NOVEMBER 8, 2007) $30,256 OF PROCEEDS OF THE COUNTY OF MONTGOMGERY, OHIO 2008D-1 AND SERIES 2008 D-2 BONDS WERE REISSUED ON FEBRUARY 14, 2013 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $16,922 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2008D-1 BONDS WERE REISSUED ON APRIL 1, 2014 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $9,016 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2008D-2 AND 2008D-3 BONDS WERE REISSUED ON APRIL 1, 2014 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. $50,000,000 OF THE COLORADO HEALTH FACILITIES AUTHORITY D-3 BONDS WERE REMARKETED ON NOVEMBER 12, 2015 AND TREATED AS A REISSUANCE AND CURRENT REFUNDING. PART II LINE 3 TOTAL PROCEEDS OF ISSUE INCLUDES INVESTMENT EARNINGS PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI WA 2008A4-6 | PART I, LINE F PURPOSE: REISSUANCE OF WASH. HFA 2008A4-6, ORIGINALLY ISSUED ON APRIL 21, 2008 ALL OF THE DEEMED PROCEEDS OF THE REISSUANCE WERE TREATED AS REFUNDING ALL OF THE OUTSTANDING WASHINGTON HEALTH CARE FACILITIES AUTH. SERIES 2008A4-6 BONDS ON JULY 29, 2010. ALL OF THE DEEMED PROCEEDS OF THE REISSUANCE WERE TREATED AS REFUNDING ALL OF THE OUTSTANDING WASHINGTON HEALTH CARE FACILITIES AUTH. SERIES 2008A4-6 BONDS ON JULY 29, 2013. PART III, LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2004A COMPOSITE ISSUE | THE BONDS DESCRIBED ON LINES D, A and B IN PART I ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES (THE SERIES 2004A COMPOSITE ISSUE). ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: CITY OF BRECKENRIDGE, MINNESOTA 2004A - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN MINNESOTA. COUNTY OF MONTGOMERY, OHIO 2004A - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN OHIO. HOSP FACILITIES AUTHORITY OF UMATILLA OR 2004A - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN OREGON AND CURRENT REFUNDING OF HOSP. AUTH. 2 DOUGLAS CTY 1994B BONDS PART II LINE 3 TOTAL PROCEEDS OF ISSUE INCLUDES INVESTMENT EARNINGS PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2013A COMPOSITE ISSUE | THE BONDS DESCRIBED ON LINES A, B, C, AND D IN PART I ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES (THE SERIES 2013A COMPOSITE ISSUE). ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: COLORADO HEALTH FACILITIES AUTHORITY 2013A - CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN COLORADO, NEBRASKA AND TEXAS CHATTANOOGA TN HEALTH ED & HOUSING FAC 2013A - CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN TENNESSEE AND CURRENT REFUNDING OF COMMERCIAL PAPER NOTES WASHINGTON HEALTH CARE FACILITIES 2013A - CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN WASHINGTON KENTUCKY ECONOMIC DEV. FINANCE AUTHORITY 2013A - CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN KENTUCKY $62,469.31 OF PROCEEDS OF THE KENTUCKY ECONOMIC DEV. FINANCE AUTHORITY 2013A BONDS WERE REISSUED ON MAY 11, 2016 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. PART II LINE 3 TOTAL PROCEEDS OF ISSUE INCLUDES INVESTMENT EARNINGS PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES CO 2013C | PART I LINE F PURPOSE: COLORADO HEALTH FACILITIES AUTHORITY 2013C - CAPITAL IMPROVEMENTS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN NEBRASKA AND OREGON. $79,442 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2013C BONDS WERE REISSUED ONJUNE 30, 2016 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. PART III LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI WASHINGTON HEALTH CARE FACILITIES 2013B | PART I LINE F PURPOSE: WASHINGTON HEALTH CARE FACILITIES 2013B - CAPITAL IMPROVEMENTS, ACQUISITIONS AND EQUIPMENT ACQUISITIONS FOR AFFILIATES IN WASHINGTON PART II LINE 3 TOTAL PROCEEDS INCLUDES INVESTMENT EARNINGS PART III LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES CO 2004B-6 | PART I, LINE F PURPOSE: REISSUANCE OF COLORADO HEALTH FACILITIES AUTHORITY 2004B-6, ORIGINALLY ISSUED ON NOVEMBER 18, 2004 ALL OF THE DEEMED PROCEEDS OF THE REISSUANCE WERE TREATED AS REFUNDING ALL OF THE OUTSTANDING COLORADO HEALTH FACILITIES AUTHORITY 2004B-6 ON SEPTEMBER 25, 2014. $51,759.38 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2004B-6 BONDS WERE REISSUED ON JUNE 30, 2016 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN SEPARATELY REPORTED IN A FORM 8038 AND NOT REPORTED IN THIS SCHEDULE K. PART III LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI WASHINGTON HEALTH CARE FACILITIES 2015A | PART I LINE F PURPOSE: CURRENT REFUNDING OF WASHINGTON HEALTH CARE FACILITIES SERIES 2002B (ORIGINAL ISSUANCE DATE: NOVEMBER 7, 2002 AND REISSUED DECEMBER 1, 2004) $2,357,581.72 OF PROCEEDS OF THE WASHINGTON HEALTH CARE FACILITIES 2015A BONDS WERE REISSUED ON MAY 11, 2016 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2015 COMPOSITE ISSUE | THE BONDS DESCRIBED ON LINES A, B, C, AND D IN PART I ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES (THE SERIES 2015 COMPOSITE ISSUE). ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: COLORADO HEALTH FACILITIES AUTHORITY 2015A - CURRENT REFUNDING OF PULASKI COUNTY, ARKANSAS HEALTH FACILITIES BOARD (ST. VINCENT INFIRMARY) VARIABLE RATE DEMAND REVENUE BONDS SERIES 2000B (ORIGINAL ISSUE DATE: MARCH 30, 2000) COLORADO HEALTH FACILITIES AUTHORITY 2015B - CURRENT REFUNDING OF COUNTY OF MONTGOMERY, OHIO VARIABLE RATE DEMAND BONDS SERIES 2006C-2 (ORIGINAL ISSUE DATE: NOVEMBER 9, 2006 AND REISSUED ON APRIL 28, 2008) COLORADO HEALTH FACILITIES AUTHORITY 2015-1 - CURRENT REFUNDING OF COLORADO HEALTH FACILITIES AUTHORITY VARIABLE RATE REVENUE BONDS SERIES 2002B (ORIGINAL ISSUE DATE: NOVEMBER 7, 2002 AND REISSUED ON DECEMBER 1, 2004) COLORADO HEALTH FACILITIES AUTHORITY 2015-2 - CURRENT REFUNDING OF COUNTY OF MONTGOMERY, OHIO VARIABLE RATE REVENUE BONDS SERIES 2004B (ORIGINAL ISSUE DATE: NOVEMBER 18, 2004) PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part VI SERIES 2008C-2, 2008C-4 AND 2008D-3 COMPOSITE ISSUE | THE BONDS DESCRIBED ON LINES A, B, AND C IN PART I ARE PART OF A COMPOSITE ISSUE FOR FEDERAL INCOME TAX PURPOSES. ALL AMOUNTS REPORTED BELOW ARE FOR THE COMPOSITE ISSUE RATHER THAN THE COMPONENT PARTS. PART I LINE F PURPOSE: COLORADO HEALTH FACILITIES AUTHORITY 2008C-2 - CURRENT REFUNDING OF OF COLORADO HEALTH FACILITIES AUTHORITY REVENUE BONDS SERIES 2008C-2 (ORIGINAL ISSUE DATE: APRIL 30, 2008) COLORADO HEALTH FACILITIES AUTHORITY 2008C-4 - CURRENT REFUNDING OF OF COLORADO HEALTH FACILITIES AUTHORITY REVENUE BONDS SERIES 2008C-4 (ORIGINAL ISSUE DATE: APRIL 30, 2008) COLORADO HEALTH FACILITIES AUTHORITY 2008D-3 - CURRENT REFUNDING OF OF COLORADO HEALTH FACILITIES AUTHORITY REVENUE BONDS SERIES 2008D-3 (ORIGINAL ISSUE DATE: NOVEMBER 30, 2008) $1,332,999.11 OF PROCEEDS OF THE COLORADO HEALTH FACILITIES AUTHORITY 2008C-2 AND C-4 BONDS WERE REISSUED ON JUNE 30, 2016 AS AN "ALTERNATE USE OF DISPOSITION PROCEEDS" REMEDIAL ACTION FOR CHANGE IN OWNERSHIP OF CERTAIN BOND FINANCED PROPERTY. THESE "REISSUED" PORTIONS OF THE BONDS HAVE BEEN REPORTED IN A FORM 8038 AND NOT SEPARATELY REPORTED IN THIS SCHEDULE K. PART III PRIVATE USE IS COMPUTED FOR THE COMPOSITE ISSUE AS A WHOLE, RATHER THAN BASED ON ITS COMPONENT PARTS. FOR PRESENTATION PURPOSES ON LINES 4-6 OF THE SCHEDULE K, PART III TABLE, PRIVATE USE PERCENTAGES FOR THE COMPOSITE ISSUE, AS A WHOLE, HAVE BEEN REPORTED UNDER THE FIRST COMPONENT OF THE COMPOSITE ISSUE. THE SECTIONS OF THE TABLE FOR THE REMAINING COMPONENT PARTS OF THE COMPOSITE ISSUE WERE LEFT BLANK. LINE 7 DOES THE BOND ISSUE MEET THE PRIVATE SECURITY OR PAYMENT TEST? CHI MONITORS THE PRIVATE BUSINESS USE PERCENTAGE FOR EACH BOND ISSUE, AND THEREFORE, HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS. BECAUSE CHI HAS NOT CALCULATED THE AMOUNT OF PRIVATE PAYMENTS, SOLELY FOR SCHEDULE K REPORTING PURPOSES, WE HAVE ASSUMED THAT THE PRIVATE PAYMENT TEST HAS NOT BEEN MET. |
| Schedule K, Part IV, Line 2c COLUMN D | Issuer name: COLORADO HEALTH FACILITIES AUTHORITY 2008D The calculation for computing no rebate due was performed on 07/25/2014 |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: COUNTY OF MONTGOMERY, OHIO 2008D The calculation for computing no rebate due was performed on 07/25/2014 |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: CHATTANOOGA TN HLTH ED & HOUSING FAC BD 2008D The calculation for computing no rebate due was performed on 07/25/2014 |
| Schedule K, Part IV, Line 2c COLUMN C | Issuer name: WASHINGTON HEALTH CARE FACILITIES AUTH 2008D The calculation for computing no rebate due was performed on 07/25/2014 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COLORADO HEALTH FACILITIES AUTHORITY 2015A | ||||||||
| A | 840752932 | 000000000 | 2015-07-24 | $21,400,000 | SEE PART VI - (2015 COMP ISSUE) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2015B | ||||||||
| B | 840752932 | 000000000 | 2015-07-24 | $50,000,000 | SEE PART VI - (2015 COMP ISSUE) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2015-1 | ||||||||
| C | 840752932 | 000000000 | 2015-07-24 | $40,000,000 | SEE PART VI (2015 COMP ISSUE) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2015-2 | ||||||||
| D | 840752932 | 000000000 | 2015-07-24 | $73,700,000 | SEE PART VI (2015 COMP ISSUE) | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,400,000 | $0 | $21,400,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $21,400,000 | $0 | 2001 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $50,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $50,000,000 | $0 | 2008 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $1,600,000 | $0 | $40,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $40,000,000 | $0 | 2006 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $0 | $0 | $73,700,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $73,000,000 | $0 | 2004 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0003 | 0.0 | 0.0003 | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COLORADO HEALTH FACILITIES AUTHORITY 2013A | ||||||||
| A | 840752932 | 19648AM85 | 2013-11-14 | $247,549,679 | SEE PART VI - (2013A COMP ISSUE) | false | false | false |
| CHATTANOOGA TN HEALTH ED & HOUSING FAC 2013A | ||||||||
| B | 521298872 | 162410CY8 | 2013-11-14 | $199,474,835 | SEE PART VI - (2013A COMP ISSUE) | false | false | false |
| WASHINGTON HEALTH CARE FACILITIES AUTH 2013A | ||||||||
| C | 911108929 | 93978HHU2 | 2013-11-14 | $63,627,435 | SEE PART VI - (2013A COMP ISSUE) | false | false | false |
| KENTUCKY ECONOMIC DEV FINANCE AUTHORITY 2013A | ||||||||
| D | 610600439 | 49126PEB2 | 2013-11-14 | $76,508,787 | SEE PART VI - (2013A COMP ISSUE) | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $247,551,687 | $0 | $0 | $0 | $0 | $0 | $0 | $247,549,679 | $0 | $2,010 | 2013 | false | false | false | Yes (true) |
| B | $0 | $0 | $199,474,835 | $0 | $0 | $0 | $0 | $0 | $0 | $160,903,777 | $38,571,058 | $0 | 2013 | Yes (true) | false | false | Yes (true) |
| C | $0 | $0 | $63,627,582 | $0 | $0 | $0 | $0 | $0 | $0 | $63,627,582 | $0 | $0 | 2013 | false | false | false | Yes (true) |
| D | $0 | $0 | $76,509,117 | $0 | $0 | $0 | $0 | $0 | $330 | $7,529,586 | $68,979,201 | $0 | 2013 | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0036 | 0.0 | 0.0036 | false | false | Yes (true) | ||
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||||
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | Yes (true) | Yes (true) | 0.0008 | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | false | false | Yes (true) |
| D | false | Yes (true) | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WASHINGTON HEALTH CARE FACILITIES AUTH 2013B | ||||||||
| A | 911108929 | 93978HHW8 | 2013-11-14 | $200,000,000 | SEE PART VI - (2013 B ISSUE) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2013C | ||||||||
| B | 840752932 | 000000000 | 2013-12-19 | $100,000,000 | SEE PART VI - (2013C ISSUE) | false | false | false |
| LOUISVILLEJEFFERSON METRO COUNTY GVT 2012A | ||||||||
| C | 320004900 | 54675QAV5 | 2012-04-05 | $299,657,170 | SEE PART VI - (2012A ISSUE) | false | false | false |
| WASHINGTON HEALTH CARE AUTHORITY 2011A | ||||||||
| D | 911108929 | 93978HDP7 | 2011-11-10 | $106,950,848 | SEE PART VI - (2011A COMP ISSUE) | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $200,000,070 | $0 | $0 | $0 | $0 | $0 | $68 | $200,000,000 | $0 | $2 | 2013 | false | false | false | Yes (true) |
| B | $0 | $0 | $100,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $100,000,000 | $0 | $0 | 2013 | false | false | false | Yes (true) |
| C | $7,090,000 | $0 | $299,657,170 | $0 | $0 | $297,054,953 | $2,602,216 | $0 | $0 | $0 | $0 | $0 | 2009 | false | Yes (true) | Yes (true) | Yes (true) |
| D | $5,500,000 | $0 | $106,950,848 | $0 | $0 | $0 | $1,150,848 | $0 | $0 | $105,800,000 | $0 | $0 | 2011 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0078 | 0.0 | 0.0078 | false | false | Yes (true) | ||
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0002 | 0.0 | 0.0002 | false | Yes (true) | Yes (true) | 0.0008 | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.039 | 0.0 | 0.039 | false | Yes (true) | Yes (true) | 0.2281 | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0001 | 0.0 | 0.0001 | false | Yes (true) | Yes (true) | 0.0021 | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | false | false | Yes (true) |
| D | false | Yes (true) | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COLORADO HEALTH FACILITIES AUTHORITY 2011A | ||||||||
| A | 840752932 | 19648AWL5 | 2011-11-10 | $432,722,079 | SEE PART VI - (2011A COMP ISSUE) | false | false | false |
| KENTUCKY ECONOMIC DEV FINANCE AUTH 2011B | ||||||||
| B | 610600439 | 49126PDY3 | 2011-11-10 | $158,155,000 | SEE PART VI - (2011BC COMP ISSUE) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2011C | ||||||||
| C | 840752932 | 000000000 | 2011-11-10 | $125,000,000 | SEE PART VI - (2011BC COMP ISSUE) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2009 AB | ||||||||
| D | 840752932 | 19648ARL1 | 2009-11-10 | $713,972,398 | SEE PART VI - (2009AB COMP ISSUE) | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $69,320,000 | $0 | $432,772,413 | $0 | $0 | $0 | $3,772,079 | $0 | $334 | $151,100,000 | $283,500,000 | $0 | 2011 | Yes (true) | false | false | Yes (true) |
| B | $0 | $0 | $158,155,431 | $0 | $0 | $0 | $1,380,000 | $0 | $431 | $100,000,000 | $56,775,000 | $0 | 2011 | Yes (true) | false | false | Yes (true) |
| C | $7,000,000 | $0 | $125,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $125,000,000 | $0 | $0 | 2011 | false | false | false | Yes (true) |
| D | $147,205,000 | $714,047,470 | $0 | $0 | $0 | $6,264,973 | $0 | $0 | $552,182,497 | $155,600,000 | $0 | 2011 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | Yes (true) | 0.0178 | Yes (true) | Yes (true) | ||
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0037 | false | false | Yes (true) | 0.0037 | 0.0 | ||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||||
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0012 | false | Yes (true) | 0.0619 | Yes (true) | Yes (true) | 0.0011 | 0.0001 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Exception To RebateExceptionToRebateInd |
|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | Yes (true) | |
| B | false | Yes (true) | Yes (true) | false | false | false | Yes (true) | |
| C | false | Yes (true) | Yes (true) | false | false | false | Yes (true) | |
| D | false | Yes (true) | false | false | false | Yes (true) | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| KENTUCKY ECONOMIC DEV FINANCE AUTH 2009 AB | ||||||||
| A | 610600439 | 49126PDF4 | 2009-11-10 | $133,269,543 | SEE PART VI - (2009AB COMP ISSUE) | false | false | false |
| COUNTY OF MONTGOMERY OHIO 2009 AB | ||||||||
| B | 316000172 | 613549HX5 | 2009-11-10 | $263,401,078 | SEE PART VI - (2009AB COMP ISSUE) | false | false | false |
| WASHINGTON HEALTH CARE FACILITIES AUTH 2008A4-6 | ||||||||
| C | 911108929 | 93978EJ60 | 2013-07-29 | $120,260,000 | SEE PART VI - (WASH 2008A4-6) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2008D | ||||||||
| D | 840752932 | 19648ANL5 | 2008-11-20 | $213,260,679 | SEE PART VI - (2008D COMP ISSUE) | Yes (true) | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $17,785,000 | $0 | $133,269,639 | $0 | $0 | $0 | $1,380,211 | $0 | $49 | $131,889,379 | $0 | $0 | 2009 | false | false | Yes (true) | Yes (true) |
| B | $21,435,000 | $0 | $263,401,373 | $0 | $0 | $0 | $2,530,978 | $0 | $111 | $37,461,940 | $223,408,344 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $85,000 | $0 | $120,260,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $120,260,000 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $57,920,000 | $5,655,000 | $213,261,635 | $0 | $0 | $0 | $2,805,950 | $0 | $13 | $210,455,672 | $0 | $0 | 2008 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||||
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | Yes (true) | Yes (true) | 0.0007 | Yes (true) | ||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0028 | false | false | Yes (true) | 0.0028 | 0.0 | ||
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0032 | false | Yes (true) | Yes (true) | 0.0273 | Yes (true) | 0.0031 | 0.0001 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||
| A | false | Yes (true) | Yes (true) | false | false | false | Yes (true) | ||||
| (no name) | |||||||||||
| B | false | Yes (true) | Yes (true) | false | false | false | Yes (true) | ||||
| JP Morgan | |||||||||||
| C | false | Yes (true) | Yes (true) | Yes (true) | false | false | Yes (true) | 28.0 | false | false | |
| (no name) | |||||||||||
| D | false | false | false | false | false | Yes (true) | Yes (true) | ||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COUNTY OF MONTGOMERY OHIO 2008D | ||||||||
| A | 316000172 | 613549GM0 | 2008-11-20 | $59,089,956 | SEE PART VI - (2008D COMP ISSUE) | false | false | false |
| CHATTANOOGA TN HLTH ED & HOUSING FAC BD 2008D | ||||||||
| B | 521298872 | 162410CT9 | 2008-11-20 | $24,105,267 | SEE PART VI - (2008D COMP ISSUE) | false | false | false |
| WASHINGTON HEALTH CARE FACILITIES AUTH 2008D | ||||||||
| C | 911108929 | 93978EY63 | 2008-11-20 | $172,027,377 | SEE PART VI - (2008D COMP ISSUE) | false | false | false |
| COLORADO HEALTH FACILITIES AUTHORITY 2006A | ||||||||
| D | 840752932 | 19648ADH5 | 2006-11-09 | $285,855,808 | SEE PART VI - (2006A COMP ISSUE) | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,980,256 | $0 | $59,736,646 | $0 | $0 | $0 | $745,623 | $0 | $0 | $58,991,023 | $0 | $0 | 2013 | false | false | Yes (true) | Yes (true) |
| B | $1,385,000 | $0 | $24,105,273 | $0 | $0 | $0 | $280,554 | $0 | $0 | $23,824,719 | $0 | $0 | 2008 | false | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $172,029,155 | $0 | $0 | $0 | $2,302,907 | $0 | $1,248 | $0 | $169,725,000 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $15,865,000 | $0 | $297,652,875 | $0 | $0 | $0 | $0 | $0 | $0 | $297,652,875 | $0 | $0 | 2009 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | Yes (true) | 0.0005 | Yes (true) | Yes (true) | ||
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||||
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0035 | false | Yes (true) | 0.0801 | Yes (true) | Yes (true) | 0.0034 | 0.0001 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Exception To RebateExceptionToRebateInd |
|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | false | false | Yes (true) | |
| B | false | Yes (true) | Yes (true) | false | false | false | Yes (true) | |
| C | false | Yes (true) | Yes (true) | false | false | false | Yes (true) | |
| D | false | false | false | false | false | Yes (true) | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COLORADO HEALTH FACILITIES AUTHORITY 2004B-6 | ||||||||
| A | 840752932 | 196574T34 | 2014-09-25 | $54,200,000 | SEE PART VI | false | false | false |
| KENTUCKY ECONOMIC DEV FINANCE AUTHORITY 2004CD | ||||||||
| B | 610600439 | 49126PCL2 | 2004-11-18 | $94,575,000 | SEE PART VI - (2004BCD COMP ISSUE) | false | false | false |
| CHATTANOOGA TN HEALTH ED & HOUSING FAC BD 2004C | ||||||||
| C | 521298872 | 162410CB8 | 2004-11-18 | $58,900,000 | SEE PART VI - (2004BCD COMP ISSUE) | false | false | false |
| CITY OF BRECKENRIDGE MINNESOTA 2004A | ||||||||
| D | 416005005 | 106520AB5 | 2004-11-18 | $31,040,504 | SEE PART VI - (2004A COMP ISSUE) | Yes (true) | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $54,200,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $54,200,000 | $0 | 2014 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $56,775,000 | $0 | $96,850,606 | $0 | $0 | $0 | $428,619 | $0 | $0 | $96,421,987 | $0 | $0 | 2006 | false | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $59,737,305 | $0 | $0 | $0 | $152,050 | $0 | $0 | $59,585,255 | $0 | $0 | 2006 | false | false | Yes (true) | Yes (true) |
| D | $1,010,000 | $125,000 | $31,241,060 | $0 | $0 | $0 | $310,220 | $0 | $0 | $30,930,840 | $0 | $0 | 2006 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0045 | 0.0009 | 0.0054 | false | Yes (true) | 0.001 | Yes (true) | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0038 | 0.0009 | 0.0047 | false | false | Yes (true) | ||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||||
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0009 | 0.0003 | 0.0012 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Exception To RebateExceptionToRebateInd |
|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | false | false | Yes (true) | |
| B | false | Yes (true) | false | false | false | Yes (true) | Yes (true) | |
| C | false | Yes (true) | false | false | false | Yes (true) | Yes (true) | |
| D | false | false | false | false | false | Yes (true) | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COUNTY OF MONTGOMERY OHIO 2004A | ||||||||
| A | 316000172 | 613549FC3 | 2004-11-18 | $72,052,967 | SEE PART VI - (2004A COMP ISSUE) | false | false | false |
| HOSP FACILITIES AUTHORITY OF UMATILLA OR 2004A | ||||||||
| B | 931239006 | 904078BJ0 | 2004-11-18 | $59,478,002 | SEE PART VI - (2004A COMP ISSUE) | Yes (true) | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,340,000 | $0 | $73,736,287 | $0 | $0 | $0 | $714,250 | $0 | $0 | $73,022,036 | $0 | $0 | 2006 | false | false | Yes (true) | Yes (true) |
| B | $2,270,000 | $14,575,000 | $59,675,935 | $0 | $0 | $0 | $590,200 | $0 | $0 | $51,384,426 | $7,701,309 | $0 | 2008 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) | ||
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | Yes (true) | Yes (true) | 0.2469 | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (20 entries)
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| Form 990, Part III, Line 1 ORGANIZATION'S MISSION | THE MISSION OF THE CORPORATION IS TO NURTURE THE HEALING MINISTRY OF THE CHURCH, SUPPORTED BY EDUCATION AND RESEARCH. FIDELITY TO THE GOSPEL URGES THE CORPORATION TO EMPHASIZE HUMAN DIGNITY AND SOCIAL JUSTICE AS IT CREATES HEALTHIER COMMUNITIES. THE CORPORATION, SPONSORED BY A LAY-RELIGIOUS PARTNERSHIP, CALLS OTHER CATHOLIC SPONSORS AND SYSTEMS TO UNITE TO ENSURE THE FUTURE OF CATHOLIC HEALTH CARE. TO FULFILL THIS MISSION, THE CORPORATION, AS A VALUES-BASED ORGANIZATION, WILL ASSURE THE INTEGRITY OF THE MINISTRY IN BOTH CURRENT AND DEVELOPING ORGANIZATIONS AND ACTIVITIES; RESEARCH AND DEVELOP NEW MINISTRIES THAT INTEGRATE HEALTH, EDUCATION, PASTORAL, AND SOCIAL SERVICES; PROMOTE LEADERSHIP DEVELOPMENT AND FORMATION FOR MINISTRY THROUGHOUT THE ENTIRE ORGANIZATION; ADVOCATE FOR SYSTEMIC CHANGES WITH SPECIFIC CONCERN FOR PERSONS WHO ARE POOR, ALIENATED, AND UNDERSERVED; AND STEWARD RESOURCES BY GENERAL OVERSIGHT OF THE ENTIRE ORGANIZATION. |
| Form 990, Part III, Line 4 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS CONTINUATION | THE FOLLOWING EXAMPLES OF COMMUNITY BENEFIT ACTIVITIES IN FISCAL YEAR 2016 REPRESENT ONLY A SMALL FRACTION OF THOSE TAKING PLACE ON A DAILY BASIS AT THESE FACILITIES AND THROUGHOUT THE CATHOLIC HEALTH INITIATIVES HEALTH CARE SYSTEM. CHI Health Creighton University Medical Center - Bergan Mercy, Omaha, Nebraska; other CHI Health facilities cross Nebraska CHI Health has a history of centralized community benefit and hospital specific community benefit investments to address community health needs of the particular service area. Community Outreach Programs - Healthy Families-this program is a free, 8-week health and nutrition program for families with a child between the ages of 4-18 who has been identified in the top 85th percentile of body mass index. This program invites the whole families to participate in learning about physical activity, eating healthy, and setting realistic goals as a family. - Childcare-provided the Nutrition & Physical Activity Self-Assessment in Child Care (NAP SACC) Learning Collaborative for child care programs in Douglas, Sarpy and Cass Counties in Nebraska. Ten child care programs sent a total of 30 providers through a series of five workshops to learn about best practices for teaching healthy eating and physical activity habits to young children. - Breastfeeding-provided funding and planning support to host a 5 day training in York, NE for clinic and community healthcare workers to obtain their Certified Lactation Counselor (CLC) designation. CHI Health also provided funds towards the planning of a continuing education event (Beyond Best Practices: Creating a Supportive Environment for Breastfeeding Parents) for clinic and hospital professionals (nurses, medical assistants, dieticians, health coaches/navigators and providers) in addition to support for an online course called Breastfeeding the NICU Infant for hospital-based NICU nursing staff. Eighty professionals were enrolled in February of 2016. - Heart & Sole Walking Program-supported the program by purchasing two blood pressure cuffs and provided subsidized pricing for Heart Healthy Cooking classes allowing easier access for community members to attend. - Siena Francis Homeless Shelter-hospital provides staff and supplies for stroke education and screening at local homeless shelter. In FY16, over 1,250 shelter guests were screened and provided education. - Subsidized low income individuals' outpatient dialysis treatments in the community to give them the care that they require - Provided counseling, free of charge, to discharged Lasting Hope Recovery Center patients who needed to be seen within 7 days of discharge but couldn't get appointments. - Provided counseling and assistance in enrolling individuals in means tested insurance programs to improve access to care. CHI St. Joseph's Children's, Albuquerque, New Mexico CHI St. Joseph's Children (SJC) is a non-profit organization that works to ensure children reach kindergarten with the health and family capacity necessary to support learning. SJC achieves this goal through three primary programs: Home Visiting, Enhanced Referral Services, and Advocacy. During fiscal year FY 2016 SJC provided benefits to the economically disadvantaged in the amount of $3,669,694 and to the broader community in the amount of $881,329. Those dollars represented 46,360 contacts with residents of the State of New Mexico. Community Outreach Programs Home Visiting This program is the flagship program of SJC providing home visits by trained professionals to expectant moms and families with first born children. SJC utilizes an outcomes-based model (First Born) that has proven results in improving child and family outcomes. The benefits of early intervention and health promotion in maternal and child health are well-documented and have a lifetime affect. The net benefit provided to the community by this program during fiscal year 2016 was $3,253,386 and included 14,227 contacts. Enhanced Referral This program operates in conjunction with the Home Visiting program (see above). The Enhanced Referral program provides services to address housing, legal aid, transportation, medical care, access to food, child care, employment, dental care, school re-entry and special needs services. Addressing these underlying social-environmental factors has been shown to impact physical health, emotional/social development, family capacity and functioning. In fiscal year 2016 the enhanced referral program provided a net benefit of $332,316 to the community and resulted in 5,764 community contacts. Rubin Eye Fund SJC provided funding to the New Mexico Lions Eye Foundation, an entity affiliated with Lions Club International, a volunteer organization, to fund several different programs centered on all aspects of eye care including annual screening for children three to five years old and the provision of used eye-wear to needy individuals. The net benefit provided to the community for the fiscal year was approximately $17,760 not including the use of restricted funds of $80,000 and included 17,653 contacts. Miscellaneous Programs This category covers events sponsored by SJC throughout the year including the SJC Celebration of Babies Event. The net benefit provided to the community by these programs was $66,232 and yielded 1,073 community contacts. CHI LakeWood Health, Baudette, Minnesota LakeWood Health Center provides traditional charity care, an internal program for the medically needy that assists patients, residents or clients financially by forgiving or reducing their medical debt at CHI LakeWood Health. The billing/insurance office or the social worker identifies those individuals or families without insurance coverage or those that are underinsured and provide application assistance for this program. Total expense for this program is $49,684 with 66 persons served. Unpaid cost of Medicaid is $1,239,641 with 1,736 persons served for fiscal year ending June 30, 2016. Community Outreach for the Broader Community * LakeWood Health sponsors and provides support for development and maintaining an Alzheimer's support group in Lake of the Woods County and surrounding area. A need was identified during the 2009 community assessment and through LakeWood Care Center Family Council members. Volunteers have come forward to lead the support group and monthly meetings have been established. The meetings are held at LakeWood and refreshments are provided by LakeWood dietary department. An Alzheimer's Association Support Group is a safe place to learn, offer and receive helpful tips, and meet others coping with Alzheimer's disease or another dementia. The atmosphere of an Alzheimer's Association Support Group is one of sharing and caring friendship. The environment is a confidential and non-judgmental place to share ideas, frustrations, anger and joy. Members receive positive reinforcement. LakeWood Health collaborated with Lake of the Woods County Social Services to sponsor a community grief support class/group. LakeWood provided space, materials, and refreshments for the sessions. The county provided the trained facilitator for the six to eight week sessions. Plan to repeat the grief support class/group 1 - 2 times per year. * LakeWood partnered with the Lake of the Woods School to screen all fall, winter and spring sports athletes. The program also extended to the community's youth hockey program. The screening involves a 10-minute baseline test on each athlete looking for any physical or cognitive signs of previous concussion. The athlete's normal physical and cognitive abilities are documented, shared with the coach and kept with the student's medical record. Minnesota State High School League adopted new rules (2011) about what steps should be taken before an athlete with a head injury can return to play or practice and this program is assisting the athletic programs to maintain compliance and safety for young athletes. * CHI LakeWood Health in conjunction with the clinic developed the Diabetes Resource Center to bring awareness of the chronic disease to the public and provide education for people with diabetes to help them understand and manage their disease. The program is offered in class sessions and encourages self-management and long-term health maintenance. CHI LakeWood Health provides a dietitian consult as needed for the program. The Diabetes Resource Center Staff is available to meet with individuals to assist them with managing their diabetes. The Diabetic Resource Center is staffed out of the Cardio-Pulmonary Rehab Department. |
| Form 990, Part III, Line 4 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | TO FULFILL ITS MISSION, CATHOLIC HEALTH INITIATIVES (CHI), AS A VALUES-DRIVEN ORGANIZATION, ASSURES THE INTEGRITY OF THE MINISTRY BY FOSTERING RESEARCH AND DEVELOPMENT OF NEW MINISTRIES THAT INTEGRATE HEALTH, EDUCATION, PASTORAL AND SOCIAL SERVICES; PROMOTING LEADERSHIP DEVELOPMENT AND FORMATION FOR THE MINISTRY THROUGHOUT THE ORGANIZATION; ADVOCATING FOR SYSTEMIC CHANGES WITH SPECIFIC CONCERN FOR PERSONS WHO ARE POOR, ALIENATED AND UNDERSERVED; AND STEWARDING RESOURCES BY PROVIDING COORDINATED MANAGEMENT AND STRATEGIC PLANNING SERVICES ALONG WITH CENTRALIZED SHARED SERVICES (PAYROLL, H/R, A/P AND PURCHASING) FOR THE CHI NATIONAL HEALTHCARE MINISTRY. CATHOLIC HEALTH INITIATIVES (CHI) IS A NATIONAL NONPROFIT HEALTH ORGANIZATION HEADQUARTERED IN DENVER. CHI'S EXEMPT PURPOSE IS TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND/OR TO CARRY OUT THE RELIGIOUS, CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE CODE, OF CATHOLIC HEALTH CARE FEDERATION, A PUBLIC JURIDIC PERSON WITHIN THE MEANING OF THE CODE OF CANON LAW FOR THE ROMAN CATHOLIC CHURCH, INCLUDING BY SUPPORTING SUCH OTHER CHARITABLE ORGANIZATIONS, THE PURPOSES OF WHICH ARE TO EMBODY THE MISSION OF THE HEALING MINISTRY OF JESUS IN THE CHURCH THROUGH OWNERSHIP, MANAGEMENT, OR GOVERNANCE OF HEALTH MINISTRIES, OR THE SUPPORTING OF CHARITABLE AND RELIGIOUS PROGRAMS OR SERVICES CONSISTENT WITH SUCH PURPOSES, IN KEEPING WITH THE GOSPEL IMPERATIVE. chi SERVES AS AN INTEGRAL PART OF ITS NATIONAL SYSTEM OF HOSPITALS AND OTHER CHARITABLE ENTITIES, WHICH ARE DESCRIBED AS MARKET-BASED ORGANIZATIONS, OR MBOS. AN MBO IS A DIRECT PROVIDER OF CARE OR SERVICES WITHINTO FURTHER ITS EXEMPT PURPOSE, CHI PROVIDES STRATEGIC PLANNING AND MANAGEMENT SERVICES AS WELL AS CENTRALIZED "SHARED SERVICES" FOR THE MBOS. THE PROVISION OF CENTRALIZED MANAGEMENT AND SHARED SERVICES - INCLUDING AREAS SUCH AS ACCOUNTING, HUMAN RESOURCES, PAYROLL AND SUPPLY CHAIN - PROVIDES ECONOMIES OF SCALE AND PURCHASING POWER TO THE MBOS. COST SAVINGS ASSOCIATED WITH CENTRALIZED SERVICES FOR THE FISCAL YEAR ENDED JUNE 30, 2016, INCLUDE APPROXIMATELY $71 MILLION FOR INSURANCE COSTS. COST SAVINGS ASSOCIATED WITH CENTRALIZED SERVICES FOR THE FISCAL YEAR ENDED JUNE 30, 2015, INCLUDED MORE THAN $267 MILLION IN SUPPLY CHAIN EXPENSE. THE COST SAVINGS ACHIEVED THROUGH CHI'S CENTRALIZATION ENABLE MBOS TO DEDICATE ADDITIONAL RESOURCES TO DELIVERY OF HIGH-QUALITY HEALTH CARE AND COMMUNITY OUTREACH SERVICES TO THE MOST VULNERABLE MEMBERS OF OUR SOCIETY. A DEFINED MARKET AREA THAT MAY BE AN INTEGRATED HEALTH SYSTEM AND/OR A STAND-ALONE HOSPITAL OR OTHER FACILITY OR SERVICE PROVIDER. THE CHI MISSION AND MINISTRY FUND PROVIDED $10.9 MILLION IN GRANTS TO BUILD HEALTHY COMMUNITIES IN THE UNITED STATES AND INTERNATIONALLY. THE MISSION AND MINISTRY FUND ALSO ALLOCATED $17 MILLION IN GRANTS TO REDUCE VIOLENCE IN THE COMMUNITIES CHI SERVES. DURING THE PAST 20 YEARS 483 GRANTS HAVE BEEN AWARDED FOR MORE THAN $74 MILLION. Reporting Across the System: THE FAITH-BASED SYSTEM OPERATES IN 17 STATES AND COMPRISES 104 HOSPITALS, including four academic health centers and major teaching hospitals as well as 30 critical access facilities; community health-services organizations; accredited nursing colleges; home-health agencies; living communities; and other facilities and services that span the inpatient and outpatient continuum of care. In fiscal year 2016, CHI provided more than $1.1 billion in financial assistance and community benefit - a 13% increase over the previous year -- for programs and services for the poor, free clinics, education and research. Financial assistance and community benefit totaled more than $2 billion with the inclusion of the unpaid costs of Medicare. The health system, which generated operating revenues of $15.9 billion in fiscal year 2016, has total assets of approximately $22.7 billion. CHI HEALTHCARE FACILITIES PROVIDED 10.4 MILLION PHYSICIAN AND PRACTICE CLINICIAN VISITS, 525,234 ACUTE CARE ADMISSIONS, 2.1 MILLION OUTPATIENT EMERGENCY VISITS, 5.9 MILLION NON-EMERGENCY VISITS AND 1.1 million HOME VISITS. IN ORDER TO SERVE THE CONTINUALLY CHANGING HEALTHCARE NEEDS OF THE COMMUNITIES CHI SERVES CHI IMPLEMENTED Clinically Integrated Networks. A clinically integrated network is a model of health care delivery designed to provide better health results and lower costs through improved efficiency. CHI participates in 12 clinically integrated networks across the country, and that number will continue to grow. CHI DIRECTLY INVESTS IN THE COMMUNITIES IT SERVES THROUGH CHI'S DIRECT COMMUNITY INVESTMENT PROGRAM WHICH HAS PROVIDED $58.3 MILLION IN LOW INTEREST LOANS TO ORGANIZATIONS THAT GIVE DISADVANTAGED POPULATIONS ACCESS TO JOBS, HOUSING, EDUCATION AND HEALTH CARE. |
| Form 990, Part VI, Line 16b ADOPTION OF WRITTEN POLICY OR PROCEDURE REGARDING JOINT VENTURES | CATHOLIC HEALTH INITIATIVES (CHI) HAS NOT FORMALLY ADOPTED A WRITTEN POLICY OR WRITTEN PROCEDURE REGARDING JOINT VENTURES. HOWEVER CHI'S SYSTEM-WIDE JOINT VENTURE MODEL OPERATING AGREEMENT INCORPORATES CONTROLS OVER THE VENTURE SUFFICIENT TO ENSURE THAT (1) THE EXEMPT ORGANIZATION AT ALL TIMES RETAINS CONTROL OVER THE VENTURE SUFFICIENT TO ENSURE THAT THE PARTNERSHIP FURTHERS THE EXEMPT PURPOSE OF THE ORGANIZATION; (2) IN ANY PARTNERSHIP IN WHICH THE EXEMPT ORGANIZATION IS A PARTNER, ACHIEVEMENT OF EXEMPT PURPOSES IS PRIORITIZED OVER MAXIMIZATION OF PROFITS FOR THE PARTNERS; (3) THE PARTNERSHIP DOES NOT ENGAGE IN ANY ACTIVITIES THAT WOULD JEOPARDIZE THE EXEMPT ORGANIZATION'S EXEMPTION; (4) RETURNS OF CAPITAL, ALLOCATIONS, AND DISTRIBUTIONS MUST BE MADE IN PROPORTION TO THE PARTNERS' RESPECTIVE OWNERSHIP INTERESTS; AND (5) ALL CONTRACTS ENTERED INTO BY THE PARTNERSHIP WITH THE EXEMPT ORGANIZATION MUST BE AT ARM'S-LENGTH, WITH PRICES SET AT FAIR MARKET VALUE. ANY JOINT VENTURE AGREEMENTS THAT DO NOT CONFORM TO THE MODEL AGREEMENT ARE GENERALLY REVIEWED BY COUNSEL. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | Catholic Health Initiatives' BOARD OF STEWARDSHIP TRUSTEES DOES HAVE AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIRPERSON, THE CHAIRPERSON-ELECT, vice-chairPERSON, AND UP TO THREE ADDITIONAL TRUSTEES APPOINTED BY THE BOARD OF STEWARDSHIP TRUSTEES. EXCEPT AS OTHERWISE PROVIDED BY LAW, THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE SUCH POWERS AS MAY BE DELEGATED TO IT BY THE BOARD OF STEWARDSHIP TRUSTEES. ADDITIONALLY, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXCERCISE SUCH POWERS TO TRANSACT ROUTINE BUSINESS OF THE CORPORATION IN THE INTERIM PERIOD BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD OF STEWARDSHIP TRUSTEES, PROVIDED THAT SUCH ACTIONS TAKEN SHALL BE CONSISTENT WITH AND NOT CONFLICT WITH ANY ACTIONS OR POLICIES OF THE BOARD OF STEWARDSHIP TRUSTEES, THE BYLAWS, OR APPLICABLE LAW. THE EXECUTIVE COMMITTEE SHALL KEEP REGULAR MINUTES OF ITS PROCEEDINGS AND REPORT THE SAME TO THE BOARD OF STEWARDSHIP TRUSTEES AT THE NEXT REGULAR OR ANNUAL MEETING OF THE BOARD OF STEWARDSHIP TRUSTEES. |
| Form 990, Part VI, Line 4 Significant changes to organizational documents | Catholic Health Initiatives has amended its bylaws to incorporate certain governance changes. These changes include: Reducing the number of meetings that the Participating Congregations are to have with the CHI Board of Stewardship Trustees (BOST) and incorporating the CHI Governance Matrix into the list of corporate member duties within the BOST's authority; Allowing the nomination, election, and appointment of BOST Trustees and the election of the BOST Chairperson, Vice-Chairperson, Secretary, and Treasurer to take place before the annual meeting of the BOST and clarifying the elected officers' length of service; adding standing committees of the BOST and Clarifying certain duties with respect to the purpose, responsibilities, composition, and meeting schedule for each of the standing committees of the BOST; Removing a reference to the BOST in identifying who is to assign the duties of the CHI President(s). |
| Form 990, Part VI, Line 6 Classes of members or stockholders | FORM 990 INSTRUCTIONS DEFINE A "MEMBER" AS ANY PERSON WHO, PURSUANT TO A PROVISION OF THE ORGANIZATION'S GOVERNING DOCUMENTS OR APPLICABLE STATE LAW, HAS THE RIGHT TO... "APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY" OR TO... "RECEIVE A SHARE OF THE ORGANIZATION'S PROFITS OR EXCESS DUES OR A SHARE OF THE ORGANIZATION'S NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION". THE CORPORATION WAS FOUNDED BY RELIGIOUS INSTITUTES OF THE ROMAN CATHOLIC CHURCH. THOSE RELIGIOUS INSTITUTES OF THE ROMAN CATHOLIC CHURCH THAT AGREE TO ACCEPT THE MISSION AND VISION OF THE ORGANIZATION AND MEET CERTAIN OTHER REQUIREMENTS ESTABLISHED BY THE BOARD OF STEWARDSHIP TRUSTEES, AND WHO ARE APPROVED BY A 2/3 VOTE OF THE BOARD OF STEWARDSHIP TRUSTEES, HAVE "PARTICIPATING CONGREGATION" RIGHTS AND DUTIES UNDER THE BYLAWS OF THE ORGANIZATION. PARTICIPATING CONGREGATIONS HAVE THE RIGHT TO APPROVE SUBSTANTIAL CHANGES TO THE MISSION AND PHILOSOPHICAL DIRECTION OF THE ORGANIZATION, APPROVE AMENDMENTS TO THE ARTICLES AND BYLAWS AFFECTING ANY PROVISION GOVERNING THE QUALIFICATIONS, RIGHTS OR RESPONSIBILITIES OF THE PARTICIPATING CONGREGATIONS, SELECT AND REMOVE A PERSON WHO REPRESENTS THAT PARTICIPATING CONGREGATION IN EXERCISING ITS RIGHTS AND DUTIES, PARTICIPATE IN THE DISTRIBUTION OF ASSETS UPON THE DISSOLUTION OF THE ORGANIZATION, PARTICIPATE IN ORGANIZATIONAL ADVOCACY EFFORTS, ENCOURAGE MEMBERS OF THE PARTICIPATING CONGREGATIONS TO PARTICIPATE IN THE MINISTRIES SPONSORED BY THE ORGANIZATION, AND PARTICIPATE THROUGH THEIR REPRESENTATIVES IN MEETINGS HELD AT LEAST ONCE A YEAR WITH THE BOARD OF STEWARDSHIP TRUSTEES. (SECTION 3.1.1 OF THE BYLAWS OF CATHOLIC HEALTH INITIATIVES.) |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | FORM 990 INSTRUCTIONS INDICATE THAT AN ORGANIZATION MUST ANSWER "YES" IF AT ANY TIME DURING THE ORGANIZATION'S TAX YEAR, THERE WERE ONE OR MORE PERSONS WHO HAD THE RIGHT TO APPROVE OR RATIFY DECISIONS OF THE ORGANIZATION'S GOVERNING BODY SUCH AS APPROVAL OF THE GOVERNING BODY'S DECISION TO DISSOLVE THE ORGANIZATION. THE CORPORATION WAS FOUNDED BY RELIGIOUS INSTITUTES OF THE ROMAN CATHOLIC CHURCH. THOSE RELIGIOUS INSTITUTES OF THE ROMAN CATHOLIC CHURCH THAT AGREE TO ACCEPT THE MISSION AND VISION OF THE ORGANIZATION AND MEET CERTAIN OTHER REQUIREMENTS ESTABLISHED BY THE BOARD OF STEWARDSHIP TRUSTEES, AND WHO ARE APPROVED BY A 2/3 VOTE OF THE BOARD OF STEWARDSHIP TRUSTEES HAVE PARTICIPATING CONGREGATION RIGHTS AND DUTIES UNDER THE BYLAWS OF THE ORGANIZATION. PARTICIPATING CONGREGATIONS HAVE THE RIGHT TO APPROVE SUBSTANTIAL CHANGES TO THE MISSION AND PHILOSOPHICAL DIRECTION OF THE ORGANIZATION, APPROVE AMENDMENTS TO THE ARTICLES AND BYLAWS AFFECTING ANY PROVISION GOVERNING THE QUALIFICATIONS, RIGHTS OR RESPONSIBILITIES OF THE PARTICIPATING CONGREGATIONS, SELECT AND REMOVE A PERSON WHO REPRESENTS THAT PARTICIPATING CONGREGATION IN EXERCISING ITS RIGHTS AND DUTIES, PARTICIPATE IN THE DISTRIBUTION OF ASSETS UPON THE DISSOLUTION OF THE ORGANIZATION, PARTICIPATE IN ORGANIZATIONAL ADVOCACY EFFORTS, ENCOURAGE MEMBERS OF THE PARTICIPATING CONGREGATIONS TO PARTICIPATE IN THE MINISTRIES SPONSORED BY THE ORGANIZATION, PARTICIPATE THROUGH THEIR REPRESENTATIVES IN MEETINGS HELD AT LEAST ONCE A YEAR WITH THE BOARD OF STEWARDSHIP TRUSTEES. (SECTION 3.1.1 OF THE BYLAWS OF CATHOLIC HEALTH INITIATIVES). |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE CATHOLIC HEALTH INITIATIVES (CHI) VICE PRESIDENT, LEGAL - TRANSACTIONS AND TAX CONDUCTS A REVIEW OF THE FORM 990 IN A MEETING WITH THE CHI TAX DIRECTOR. AFTER INCORPORATION OF ANY CHANGES RESULTING FROM THIS REVIEW, THE FORM 990 IS PROVIDED TO THE CHI BOARD OF STEWARDSHIP TRUSTEES A WEEK IN ADVANCE OF THE BOARD MEETING AS PART OF THE BOARD PACKET. After the Form 990 is filed with the Internal Revenue Service the VICE PRESIDENT, LEGAL - TRANSACTIONS AND TAX formally presents the Form 990 at a board meeting. UPON CHIEF FINANCIAL OFFICER APPROVAL AND SIGNATURE, THE VICE PRESIDENT, LEGAL - TRANSACTIONS AND TAX FILES THE FINAL FORM 990 AS PROVIDED TO THE BOARD, MAKING ANY NON-SUBSTANTIVE CHANGES NECESSARY IN ORDER TO EFFECT E-FILING. ANY SUCH CHANGES ARE NOT RE-SUBMITTED TO THE BOARD. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Catholic Health Initiatives ("CHI") has a Conflicts of Interest ("COI") policy in place to maintain the integrity of all of its activities. The policy applies to CHI Board of Stewardship Trustees and members of its committees; all board and board committee members of CHI Entities; all CHI employees; all CHI physicians (both employed and non-employed) and all physician administrators and leaders; advanced practice clinicians (both employed and non-employed); and all CHI research personnel (both employed and non-employed). Disclosure, review and management of perceived, potential or actual conflicts of interest are accomplished through a defined COI disclosure process. Each person has a general ongoing obligation to promptly and fully report to his/her direct manager, supervisor, medical staff office, board or board committee chair any situation or circumstance that may create a conflict of interest. The person must report the actual or potential conflict as soon as she/he becomes aware of it. In any situation where the person may be in doubt, a full disclosure should be made to permit an impartial and objective determination. In addition to the general ongoing obligation, there are initial disclosure obligations. The board, board committee members, and new employees are required to make disclosures at the time of their initial hiring/appointment. All non-employed, credentialed or contracted physicians are required to make disclosures at the time of their credentialing and during any subsequent reappointment or recredentialing. All researchers are required to make disclosures upon consideration of affiliation with a research sponsor. In addition to the general ongoing and initial disclosure obligations, there is an annual disclosure obligation. All corporate officers, board and board committee members, employees at the level of manager and above, researchers, supply chain employees, employed physicians, physician administrators and leaders, and employed advanced practice clinicians must complete a new conflict of interest disclosure annually. Disclosures of perceived, potential or actual conflicts involving financial interests are forwarded to the Conflicts of Interest Review Committee ("C-CIRC") or Legal Services Group for review depending on the position of the person involved. The C-CIRC reviews COI questionnaires containing disclosures of perceived or possible conflicts for employees at a level of manager or above, supply chain employees, researchers and physicians, physician administrators and leaders, and advanced practice clinicians (both employed and non-employed). In the determination of a conflict, a COI management plan will be developed for that person. With respect to those audiences for which the C-CIRC has review responsibility, the C-CIRC will facilitate development of any such conflict of interest management plan in collaboration with local CRP staff. A designated CHI Entity staff will be responsible for monitoring the COI management plan and for documenting monitoring activities. At its sole discretion, a CHI Entity may reject a Person's request to enter into the relationship in question, or require the relationship be sufficiently altered to avoid a potential COI. If the C-CIRC determines that there is a potential or actual conflict of interest that does not currently have appropriate controls to address the conflict of interest, it may recommend that the disclosing person be allowed to participate in the activity or transaction subject to restrictions as outlined in the COI management plan. If a Person does not agree with a determination made by the C-CIRC, its interpretation of the Policy or Addenda, or seeks an exemption or exception, the following steps should be followed. The Employee disputing the review decision, interpretation of the Policy, or seeking exemption or exception must present the matter to the Employee's immediate direct manager or supervisor for review and determination. If the Employee and the manager do not agree with the review decision, interpretation of the Policy, or seek exemption or exception, the manager shall consult with the manager's Vice President (or higher if the manager is a Vice President) to reach a determination. If the matter remains unresolved, it shall be referred to the CHI Vice President of Human Resources and the CHI Corporate Responsibility Officer. If they are unable to reach agreement, the matter shall be referred to the CHI General Counsel, whose decision shall be final. Reviews and determinations involving board and board committee members and corporate officers will be the responsibility of the board, board executive committee, or board chair, with guidance from the Legal Services Group (LSG). Annual COI disclosures of all trustee and corporate officers will be reviewed by the CHI Senior Vice President, Legal Services, and General Counsel or his or her designee who will report potential conflicts to the applicable Board Chair. The Board Chair or designee shall make such further investigation of any conflict of interest disclosures as he or she may deem appropriate. If the conflict involves the Board Chair, the Vice Chair will assume the Chair's role. Based on review and evaluation of the relevant facts and circumstances, the Board Chair will make an initial determination as to whether a conflict of interest exists and whether, pursuant to the COI Policy, review and approval or other action by the Board is required. A written record of the Board Chair's determination, including relevant facts and circumstances, will be made. The Board Chair shall then make an appropriate report to the Executive Committee of the Board concerning such review, evaluation and determination. If a difference of opinion exists between the Board Chair and another Trustee as to whether the facts and circumstances of a given situation constitute a conflict of interest or whether Board review and approval or other action is required within the COI Policy, the matter shall be submitted to the Board's Executive Committee, which shall make a final determination as to the matter presented. Such determination, including relevant facts and circumstances, will be reflected in the Executive Committee minutes and will be reported to the Board. When any conflict of interest is considered by the board, the trustee or corporate officer, as appropriate, must disclose all of the material facts to the Board. The trustee shall not vote and the trustee or corporate officer shall not use his or her personal influence on the matter. The trustee or corporate officer shall be excused from the meeting during discussion and vote on the conflict of interest. In reviewing such transactions between CHI or CHI Entities and vendors or other contractors who are, or are affiliated with, Trustees or Corporate Officers, the Board will act as it would in reviewing transactions with unrelated third parties. The transaction is not be approved unless the Board determines that the transaction is fair to CHI or the CHI Entity. The Board must approve the transaction by a majority of the Trustees on the Board, without counting the vote of any individual who has an interest in the transaction. All determinations of conflicts of interest are reported as required by law, regulations, and CHI policy. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | Catholic Health Initiatives (CHI) has a defined compensation philosophy. Both the executive and non-executive compensation structures and ranges are reviewed annually in comparison to market data. CHI uses The Korn Ferry Hay Group as the independent third party to assess executive compensation programs and to ensure the reasonableness of actual salaries and total compensation packages. Compensation of the senior most executives is reviewed annually. The Korn Ferry Hay Group reviews both cash and total compensation for overall reasonableness, for adherence to CHI's compensation philosophy, and for comparability to the not-for-profit healthcare market. This independent review is delivered by the Korn Ferry Hay Group to the HR committee of the CHI Board of Stewardship Trustees annually at their September meeting and minutes are shared with the full board. The last review was September 13, 2016. In addition, Korn Ferry Hay Group completed a comprehensive review of all positions at the level of vice president and above in the fall of 2014 to determine and validate appropriate compensation levels. These levels have been reviewed annually since and revised based on market data, where applicable. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | SEE NARRATIVE FOR FORM 990, PART VI, SECTION B, LINE 15A. |
| Form 990, Part VI, Line 19 Required documents available to the public | CATHOLIC HEALTH INITIATIVES' ARTICLES OF INCORPORATION ARE AVAILABLE ON THE COLORADO SECRETARY OF STATE WEBSITE. CATHOLIC HEALTH INITIATIVES' CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE CHI WEBSITE AT WWW.CATHOLICHEALTHINIT.ORG AND AT WWW.DACBOND.COM. CATHOLIC HEALTH INITIATIVES' BYLAWS AND CONFLICT OF INTEREST POLICY ARE NOT PUBLICLY AVAILABLE. |
| Form 990, Part VII, Section A EXPLANATION OF REASONABLE EFFORTS TO OBTAIN RELATED ORGANIZATION COMP | AN ORGANIZATION IS NOT REQUIRED TO REPORT COMPENSATION FROM A RELATED ORGANIZATION TO A PERSON LISTED ON FORM 990, PART VII, SECTION A IF THE ORGANIZATION IS UNABLE TO SECURE THE INFORMATION ON COMPENSATION PAID BY A RELATED ORGANIZATION AFTER MAKING A REASONABLE EFFORT TO OBTAIN IT. IN THAT CASE, THE ORGANIZATION SHALL REPORT THE EFFORTS UNDERTAKEN ON SCHEDULE O. CATHOLIC HEALTH INITIATIVES (CHI) BELIEVES THAT IT HAS FULLY DISCLOSED ALL COMPENSATION PAID BY RELATED ORGANIZATIONS TO THE INDIVIDUALS LISTED ON SCHEDULE J. HOWEVER, IN THE EVENT THAT ANY RELATED PARTY COMPENSATION HAS BEEN INADVERTENTLY EXCLUDED, CHI OFFERS THE FOLLOWING INFORMATION CONCERNING REASONABLE EFFORTS: CHI PERFORMED A COMPREHENSIVE REVIEW OF THE COMPENSATION PAID BY EACH ORGANIZATION WITHIN THE CHI FAMILY AS FOLLOWS: EACH CHI LEGAL ENTITY PROVIDED A LIST OF ITS OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND ESTIMATED TOP TEN HIGHEST PAID EMPLOYEES. THIS INFORMATION WAS PROVIDED TO VARIOUS DEPARTMENTS INCLUDING, CHI'S CENTRALIZED ACCOUNTS PAYABLE SERVICE CENTER, CENTRALIZED PAYROLL CENTER AND BENEFITS COORDINATOR. EACH DEPARTMENT PROVIDED A REPORT REFLECTING THE AMOUNT PAID TO EACH REPORTABLE INDIVIDUAL BY PAYOR-ENTITY. EACH REPORTABLE INDIVIDUAL RECEIVED A REPORT REFLECTING THEIR COMPENSATION AS IT WILL BE REPORTED ON THE FORM 990 (INCLUDING COMPENSATION PAID BY RELATED ORGANIZATIONS) AND WERE ASKED TO VERIFY THE ACCURACY OF THE INFORMATION. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | Other Program Service Revenue - Total Revenue: 44146, Related or Exempt Function Revenue: 44146, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Other Miscellaneous Revenue - Total Revenue: 1164109, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1164109; |
| Form 990, Part IX, Line 11g Other Fees | Purchased Svcs - Collection Fees - Total Expense: 319291, Program Service Expense: , Management and General Expenses: 319291, Fundraising Expenses: ; Purchased Svcs - Other - Total Expense: XXX-XX-XXXX, Program Service Expense: 2470893, Management and General Expenses: XXX-XX-XXXX, Fundraising Expenses: ; Purchased Svcs - Rev Cycle - Total Expense: XXX-XX-XXXX, Program Service Expense: , Management and General Expenses: XXX-XX-XXXX, Fundraising Expenses: ; Consulting - Clinical - Total Expense: 129889, Program Service Expense: , Management and General Expenses: 129889, Fundraising Expenses: ; Consulting - Administrative - Total Expense: 7465352, Program Service Expense: 169273, Management and General Expenses: 7296079, Fundraising Expenses: ; Consulting - Strategic Planning - Total Expense: 155786, Program Service Expense: , Management and General Expenses: 155786, Fundraising Expenses: ; Consulting - Other - Total Expense: 18388297, Program Service Expense: 1485336, Management and General Expenses: 16902961, Fundraising Expenses: ; Contract Labor - AIMS - Total Expense: 2860, Program Service Expense: 2860, Management and General Expenses: , Fundraising Expenses: ; Contract Labor - Other - Total Expense: 26922261, Program Service Expense: 19652, Management and General Expenses: 26902609, Fundraising Expenses: ; Purchased Svcs-IT Managed Services - Total Expense: 86116481, Program Service Expense: , Management and General Expenses: 86116481, Fundraising Expenses: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Capital Resource Pool Contributions - 52291854; Equity Transfers to/from affiliates - -XXX-XX-XXXX; Pension Adjustment - -XXX-XX-XXXX; Returned Grants - 37495; CHIPS NCI - 1857000; |
| FORM 990, PART III, LINE 4 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS CONTINUATION | St. Francis Medical Center, Breckenridge, Minnesota St. Francis Medical Center continues to live the legacy of giving back to the community we serve, as begun by the sisters who founded us over 117 years ago. In fiscal year 2016, St. Francis donated over $1,516,000 in total community benefit. In conjunction with her sister corporations, St. Francis Home, AppleTree Court, and the Healthcare and Wellness Foundation, that total is in excess of $1,551,500, which provides a significant impact to the communities we serve. Community Outreach For the Poor Prescription Drug Program - St. Francis Medical Center provides prescription medications to persons who have no means to procure those medications. Provision of these medications helps the recipients to recover more quickly from their illnesses, better manage chronic conditions, and avoid costly hospitalizations and interventions. In fiscal year 2016, prescription drugs (valued at $2,330) were provided to 26 low-income, elderly, and/or uninsured individuals. St. Francis subsidizes the cost of Anesthesia services in order to provide 24-hr on call coverage in our area. Approximately 1,043 people were benefited at a cost of $188,101 throughout the fiscal year. St. Francis partnered with the local Rotary Club to provide blood tests as a screen for those in the community who would not have preventative services covered by their insurance. A nominal fee was paid by each participant to cover the costs of the reagents. However, staff time, advertising, postage, etc. was not covered by the fee. Over 200 people participated in the screenings held in the Spring and the Fall. As St. Francis receives new and updated equipment and supplies, we then donate the replaced items for use in other health care settings. Recipients include HERO's, based in Fargo, ND, which is a medical redistribution company, that provides low-income individuals and medical mission trips with supplies and equipment. In addition, some items were donated to local colleges to assist with their health career training programs. Equipment and supplies valued at over $19,000 were donated during fiscal year 2016. CHI ST. JOSEPH CHILDREN'S HEALTH, Lancaster, Pennsylvania CHI St. Joseph Children's Health provides dental and behavioral health services to economically disadvantaged children, those who are Medicaid, and those who are not covered by insurance. COMMUNITY INITIATIVES SJCH ACTS AS AN ADVOCATE ON BEHALF OF ECONOMICALLY DISADVANTAGED CHILDREN OF LANCASTER COUNTY. IT WORKS WITH LOCAL, STATE, AND NATIONAL OFFICIALS AS WELL AS OTHER COMMUNITY ORGANIZATIONS TO PURSUE INITIATIVES THAT WILL INCREASE ACCESS TO HEALTH CARE WITHIN THE COUNTY. AS PART OF THIS EFFORT SJHM PROVIDED SUPPORT THROUGH A COMMUNITY-DRIVEN GRANT PROGRAM TO ORGANIZATIONS WORKING TO ENHANCE CHILDREN'S HEALTH AND WELL-BEING IN THE LANCASTER COMMUNITY. SJCH PROVIDES CLASSROOM AND COMMUNITY CHILDREN'S HEALTH EDUCATION. WHILE THE PROGRAM IS EXPANDING TO INCLUDE OTHER HEALTH NEEDS, FY2016 EFFORTS FOCUSED UPON ORAL HEALTH EDUCATION AND PROGRAMMING. PROGRAMMING WAS PROVIDED TO CHILDREN FROM PRE-SCHOOL THROUGH GRADE 6.THE INSTRUCTIONS FOR THE COURSE EMPHASIZED PREVENTIVE ORAL HEALTH AT AN AGE LEVEL THAT WAS APPROPRIATE TO THE AUDIENCE. STUDENTS LEARNED THROUGH GROUP DISCUSSIONS AS WELL AS THROUGH PARTICIPATION AT FOUR ACTIVITY STATIONS. IN TOTAL, OVER 10,000 CHILDREN WERE TAUGHT THROUGH THE CLASSROOM AND COMMUNITY EDUCATION SESSIONS. Flaget Memorial Hospital, Bardstown, Kentucky Community Outreach for the Poor Enrollment Assistance - Medical Eligibility Counselors Flaget Memorial Hospital employs medical eligibility counselors to assist individuals who need help enrolling in Kentucky's state-wide expansion programs. They assist patients/community members in navigating and applying for public medical programs. This year, 1,167 individuals were assisted by staff at an expense of $109,407. Nelson County Community Clinic The Nelson County Community Clinic is a vital safety net for Nelson County residents who are employed, but have no health insurance. Income-eligible residents have access to an array of free services, including medical care, basic dental care, lab tests, eye exams and free medications. Many volunteers who serve at the clinic are Flaget Memorial employees. The clinic was started in 2006 with a $278,000 grant from Catholic Health Initiative's Mission and Ministry Fund. Flaget Memorial donated $12,500 to the Nelson County Community Clinic in FY 2016. Prescription Assistance Program Flaget Memorial partners with the Nelson County Community Clinic to help people who otherwise could not afford to pay for their prescription medications. By utilizing the assistance options through pharmaceutical companies, the program is able to ensure patients get the medications they need at no cost. This enables the patients to better manage their health and avoid unnecessary visits to the emergency department. Flaget Memorial donates $2,500 each year to assist in covering overhead costs. Donation of Equipment/Supplies Flaget Memorial Hospital partners with Louisville based Supplies Over Seas (SOS), which offers an environmentally-friendly and cost-effective way of dealing with surplus medical products while simultaneously helping people in desperate need. SOS relies on these product donations to supply their qualified recipient institutions in the economically developing world as well as local clinics and individuals traveling on mission trips out of the country. This year Flaget Memorial Hospital donated $71,417 of materials and equipment. Food Drive Flaget Memorial Hospital has an annual department food drive competition with all food items going to St. Vincent DePaul Food Pantry. Christmas Adopt-a-Family Each year hospital departments adopt families from the local "community action" to help provide gifts to families in need. Through addressing these basic human needs, Flaget Memorial Hospital provided services totaling $3,761,573 to support poor and indigent patients. CHI St. Joseph's Health, Park Rapids, Minnesota Community Outreach for the Poor Community Dental Clinic Our Community Dental Clinic provides dental care to the publicly funded populations throughout north central Minnesota. This past year, they provided 6,090 dental visits. The "Give Kids a Smile" day provided hygiene and exams to 92 children, and the clinic also provided dental education and dental screenings to an additional 78 children. Healthy Families-Healthy Homes The Healthy Families-Healthy Homes was developed to address the needs of at-risk mothers and children living in our county. The program includes prenatal education, parenting education and support. CHI St. Joseph's Health provides the oversight of the grants and the additional funding for this program. Temporary Assistance for Needy Families (TANF) This non-medical home visiting program is partially funded by grant dollars. CHI St. Joseph's Health has worked to expand the number of families served through the TANF program which focuses on family violence prevention and child abuse prevention. Weekly home visits are made to at-risk families by a trained family home visitor to provide parenting education. Families are visited until the child reaches three years of age. Immunization Clinics Vaccinations are one of the most effective ways to prevent disease and also one of the most cost efficient medical interventions available. We offer low cost or free vaccinations to eligible children from birth to age 19 through our participating schools. Annual flu shot clinics are provided to area businesses. Minnesota Care Outreach CHI St. Joseph's Health provides outreach to uninsured individuals in our service area. We assist them in the enrollment to Minnesota Care or makes referrals for other insurance services. CHI St. Joseph's Health has been certified as an MNCAA agent (Minnesota Community Application Agent) since 2010 to help assist eligible patients with their Medical Assistance applications. Transportation CHI St. Joseph's Health will pay the cost of transportation home from the emergency department or the hospital to individuals that have no options for a ride home. Free Mammography Services CHI St. Joseph's Health provides mammograms at no cost to eligible women enrolled in the Sage Program through the Minnesota Department of Health. Violence Prevention CHI St. Joseph's Health implemented programs for violence prevention. This programming has centered on mentoring, the promotion of fatherhood and on family resources in the community. |
| FORM 990, PART III, LINE 4 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS CONTINUATION | Mercy Medical Center-Centerville, Centerville, Iowa Community Outreach for the Poor Senior Transportation The hospital sponsors a community bus 4 days per week which provides free transportation to medical appointments or general errands for the elderly and others with low income who are unable to drive or have no one to transport them. Medical Eligibility & Counseling Services Provide dedicated person to assist uninsured and underinsured patient's with links to health care services and government programs. Operation Santa Hotline Provide and maintain a hotline for Operation Santa, a non-profit community group who gives food and presents to local families living in poverty. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CHI HOUSING INITIATIVES LLC | |||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 463867953 | RESIDENTIAL REAL ESTATE RENTALS | CO | $679,323 | $11,835,675 | CHI |
| CHI PATIENT SAFETY ORGANIZATION LLC | |||||||||
| 198 INVERNESS DR W | ENGLEWOOD | CO | 80112 | 471682623 | PATIENT SAFETY PROGRAMS | CO | $144,110 | $553 | CHI |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (187 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALEGENT CREIGHTON CLINIC | ||||||||||
| 12809 W DODGE RD | OMAHA | NE | 68154 | 470765154 | HEALTHCARE | NE | 501(c)(3 | 3 | ACH | Yes (true) |
| ALEGENT CREIGHTON HEALTH | ||||||||||
| 12809 W DODGE RD | OMAHA | NE | 68154 | 470757164 | HEALTHCARE | NE | 501(c)(3 | 3 | CHI NEBRASKA | Yes (true) |
| ALEGENT CREIGHTON HEALTH FOUNDATION | ||||||||||
| 12809 W DODGE RD | OMAHA | NE | 68154 | 470648586 | FUNDRAISING | NE | 501(c)(3 | 7 | ACH | Yes (true) |
| ALEGENT HEALTH - BERGAN MERCY HEALTH SYSTEM | ||||||||||
| 7500 MERCY RD | OMAHA | NE | 68124 | 470484764 | HEALTHCARE | NE | 501(c)(3 | 3 | CHI NEBRASKA | Yes (true) |
| ALEGENT HEALTH - COMMUNITY MEMORIAL HOSPITAL OF MISSOURI VALLEY IA | ||||||||||
| 631 N 8TH ST | MISSOURI VALLEY | IA | 51555 | 420776568 | HEALTHCARE | IA | 501(c)(3 | 3 | CHI NEBRASKA | Yes (true) |
| ALEGENT HEALTH - IMMANUEL MEDICAL CENTER | ||||||||||
| 6901 N 72ND ST | OMAHA | NE | 68122 | 470376615 | HEALTHCARE | NE | 501(c)(3 | 3 | CHI NEBRASKA | Yes (true) |
| ALEGENT HEALTH - MEMORIAL HOSPITAL SCHUYLER | ||||||||||
| 104 W 17TH ST | SCHUYLER | NE | 68661 | 470399853 | HEALTHCARE | NE | 501(c)(3 | 3 | CHI NEBRASKA | Yes (true) |
| ALEGENT HEALTH - MERCY HOSPITAL CORNING IOWA | ||||||||||
| PO BOX 368 | CORNING | IA | 50841 | 420782518 | HEALTHCARE | IA | 501(c)(3 | 3 | CHI NEBRASKA | Yes (true) |
| ALVERNA APARTMENTS | ||||||||||
| 300 SE 8TH AVE | LITTLE FALLS | MN | 56345 | 411351177 | LTERM CARE | MN | 501(c)(3 | 9 | CHI | Yes (true) |
| APPLETREE COURT | ||||||||||
| 601 OAK ST | BRECKENRIDGE | MN | 56520 | 411850500 | SENIOR LIVING | MN | 501(c)(3 | 9 | SFH | Yes (true) |
| BAYLOR ST LUKE'S HEALTH VENTURES | ||||||||||
| 17200 ST LUKES WAY STE 170 | THE WOODLANDS | TX | 77384 | 274499340 | PHYSICIANS | TX | 501(c)(3 | 9 | SLCHS | Yes (true) |
| BELLEVILLE ST JOSEPH HEALTH CENTER | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 274005511 | HEALTHCARE | TX | 501(c)(3 | 3 | SHSC | Yes (true) |
| BISHOP DRUMM RETIREMENT CENTER | ||||||||||
| 1111 6TH AVE | DES MOINES | IA | 50314 | 420725196 | LTERM CARE | IA | 501(c)(3 | 9 | CHI-IA CORP | Yes (true) |
| BORNEMANN HEALTHCARE CORPORATION | ||||||||||
| 2500 BERNVILLE RD PO BOX 316 | READING | PA | 19603 | 232187242 | HEALTHCARE | PA | 501(c)(3 | Type I | CHI | Yes (true) |
| BRAZOSPORT HEALTH FOUNDATION INC | ||||||||||
| 129 CIRCLE WAY STE 102 | LAKE JACKSON | TX | 77566 | 760080110 | FUNDRAISING | TX | 501(c)(3 | Type I | BRHS | Yes (true) |
| BRAZOSPORT REGIONAL PHYSICIAN SERVICES | ||||||||||
| 100 MEDICAL DRIVE | LAKE JACKSON | TX | 77566 | 800240261 | HEALTHCARE | TX | 501(c)(3 | 3 | BRHS | Yes (true) |
| BURLESON ST JOSEPH HEALTH CENTER | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742759890 | HEALTHCARE | TX | 501(c)(3 | 3 | SJSC | Yes (true) |
| BURLESON ST JOSEPH MANOR | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742913931 | HEALTHCARE | TX | 501(c)(3 | 9 | SJSC | Yes (true) |
| CARRINGTON HEALTH CENTER | ||||||||||
| 800 N 4TH ST | CARRINGTON | ND | 58421 | 450227311 | HEALTHCARE | ND | 501(c)(3 | 3 | CHI | Yes (true) |
| CATHOLIC HEALTH INITIATIVES | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 470617373 | HEALTHCARE | CO | 501(c)(3 | Type I | NA | Yes (true) |
| CATHOLIC HEALTH INITIATIVES - COLORADO | ||||||||||
| 188 INVERNESS DRIVE WEST STE 500 | ENGLEWOOD | CO | 80112 | 840405257 | HEALTHCARE | CO | 501(c)(3 | 3 | CHI | Yes (true) |
| CATHOLIC HEALTH INITIATIVES - IOWA CORP | ||||||||||
| 1111 6TH AVE | DES MOINES | IA | 50314 | 420680448 | HEALTHCARE | IA | 501(c)(3 | 3 | CHI | Yes (true) |
| CATHOLIC HEALTH INITIATIVES COLORADO FOUNDATION | ||||||||||
| 6385 CORPORATE DR STE 301 | COLORADO SPRINGS | CO | 80919 | 840902211 | FUNDRAISING | CO | 501(c)(3 | 7 | CHIC | Yes (true) |
| CATHOLIC HEALTH INITIATIVES NATIONAL FOUNDATION | ||||||||||
| 6385 CORPORATE DR | COLORADO SPRINGS | CO | 80919 | 270930004 | FUNDRAISING | CO | 501(c)(3 | Type I | CHI | Yes (true) |
| CATHOLIC HEALTH INITIATIVES VIRTUAL HEALTH SERVICES | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 460992796 | HEALTHCARE | CO | 501(c)(3 | Type I | CHINS | Yes (true) |
| CENTENNIAL MEDICAL GROUP INC | ||||||||||
| 2700 STEWART PKWY | ROSEBURG | OR | 97471 | 263946191 | PHYSICIANS | OR | 501(c)(3 | 9 | MMC | Yes (true) |
| CENTRAL KANSAS MEDICAL CENTER | ||||||||||
| 3515 BROADWAY | GREAT BEND | KS | 67530 | 480543724 | SURGERY CENTER | KS | 501(c)(3 | 3 | CHI | Yes (true) |
| CHI HEALTH CONNECT AT HOME - FARGO | ||||||||||
| 4816 AMBER VALLEY PKWY S | FARGO | ND | 58104 | 271966847 | HEALTHCARE | MN | 501(c)(3 | 9 | CHI | Yes (true) |
| CHI INSTITUTE FOR RESEARCH AND INNOVATION | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 271050565 | HEALTHCARE | CO | 501(c)(3 | Type I | CHI | Yes (true) |
| CHI KENTUCKY INC | ||||||||||
| 3900 OLYMPIC BLVD STE 400 | ERLANGER | KY | 41018 | 202741651 | HEALTHCARE | KY | 501(c)(3 | Type I | CHI | Yes (true) |
| CHI NATIONAL HOME CARE | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 451261716 | HEALTHCARE | CO | 501(c)(3 | 9 | CHI NS | Yes (true) |
| CHI NATIONAL SERVICES | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 452532084 | HEALTHCARE | CO | 501(c)(3 | Type I | CHI | Yes (true) |
| CHI NEBRASKA | ||||||||||
| 6940 O ST STE 200 | LINCOLN | NE | 68510 | 363233121 | HEALTHCARE | NE | 501(c)(3 | Type I | CHI | Yes (true) |
| CHI ST JOSEPH CHILDREN'S HEALTH | ||||||||||
| 1929 LINCOLN HWY E STE 150 | LANCASTER | PA | 17602 | 232342997 | HEALTHCARE | PA | 501(c)(3 | Type I | CHI | Yes (true) |
| CHI ST JOSEPH'S CHILDREN | ||||||||||
| 1516 5TH ST NW | ALBUQUERQUE | NM | 87102 | 710897107 | COMMUNITY | NM | 501(c)(3 | Type I | CHI | Yes (true) |
| CHI ST LUKE'S HEALTH BAYLOR COLLEGE OF MEDICINE MEDICAL CENTER | ||||||||||
| 6624 FANNIN ST | HOUSTON | TX | 77030 | 741161938 | HEALTHCARE | TX | 501(c)(3 | 3 | SLHS | Yes (true) |
| CHI ST VINCENT HOSPITAL HOT SPRINGS | ||||||||||
| 300 WERNER ST | HOT SPRINGS | AR | 71913 | 710236913 | HEALTHCARE | AR | 501(c)(3 | 3 | CHISVHS | Yes (true) |
| CHI ST VINCENT HOT SPRINGS | ||||||||||
| 300 WERNER ST | HOT SPRINGS | AR | 71913 | 261125064 | HOLDING CO | AR | 501(c)(3 | Type II | SVIMC | Yes (true) |
| CHI ST VINCENT MEDICAL GROUP HOT SPRINGS | ||||||||||
| 1 MERCY LANE STE 201 | HOT SPRINGS | AR | 71913 | 261125131 | HEALTHCARE | AR | 501(c)(3 | 3 | CHISVHS | Yes (true) |
| COMMUNITY LIMITED CARE DIALYSIS CENTER | ||||||||||
| 619 OAK ST ACCOUNTING-3 W | CINCINNATI | OH | 45206 | 237419853 | HOLDING CO | OH | 501(c)(2 | GSH | Yes (true) | |
| COMMUNITY MEMORIAL HOSPITAL MEDICAL SERVICE FOUNDATION | ||||||||||
| 631 N 8TH ST | MISSOURI VALLEY | IA | 51555 | 421294399 | FUNDRAISING | IA | 501(c)(3 | Type I | AH-CMHMV | Yes (true) |
| CONTINUING CARE HOSPITAL | ||||||||||
| 150 NORTH EAGLE CREEK DR | LEXINGTON | KY | 40509 | 611400619 | LT ACH | KY | 501(c)(3 | 3 | SJHS | Yes (true) |
| COVENANT HOME CARE | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 232028429 | HOME HEALTH | PA | 501(c)(3 | Type II | CHI NHC | Yes (true) |
| ENUMCLAW REGIONAL HOSPITAL ASSOCIATION | ||||||||||
| 1450 BATTERSBY AVE | ENUMCLAW | WA | 98022 | 910715805 | HEALTHCARE | WA | 501(c)(3 | 3 | FHS | Yes (true) |
| FLAGET HEALTHCARE INC | ||||||||||
| 4305 NEW SHEPHERDSVILLE RD | BARDSTOWN | KY | 40004 | 611345363 | HEALTHCARE | KY | 501(c)(3 | 3 | KOH | Yes (true) |
| FLAGET MEMORIAL HOSPITAL FOUNDATION INC | ||||||||||
| 4305 NEW SHEPHERDSVILLE RD | BARDSTOWN | KY | 40004 | 562351341 | FUNDRAISING | KY | 501(c)(3 | Type I | FH | Yes (true) |
| FRANCISCAN CARE CENTER | ||||||||||
| 4111 N HOLLAND-SYLVANIA RD | TOLEDO | OH | 43623 | 341931806 | HEALTHCARE | OH | 501(c)(3 | 9 | FLC | Yes (true) |
| FRANCISCAN FOUNDATION | ||||||||||
| 1717 SOUTH J ST | TACOMA | WA | 98405 | 911145592 | FUNDRAISING | WA | 501(c)(3 | 9 | FHS | Yes (true) |
| FRANCISCAN HEALTH SYSTEM | ||||||||||
| 1717 SOUTH J ST | TACOMA | WA | 98405 | 910564491 | HEALTHCARE | WA | 501(c)(3 | 3 | CHI | Yes (true) |
| FRANCISCAN HEALTH VENTURES FKA SJMGROUP | ||||||||||
| TACOMA FNC CTR BLDG 1145 BROADWAY | TACOMA | WA | 98402 | 431882377 | PHYSICIANS | MO | 501(c)(3 | 9 | CHI | Yes (true) |
| FRANCISCAN LIVING COMMUNITIES | ||||||||||
| 5942 RENAISSANCE PLACE STE A | TOLEDO | OH | 43623 | 341892096 | HEALTHCARE | OH | 501(c)(3 | Type I | SFH | Yes (true) |
| FRANCISCAN MEDICAL GROUP | ||||||||||
| 1313 BROADWAY STE 200 | TACOMA | WA | 98402 | 911939739 | HEALTHCARE | WA | 501(c)(3 | 9 | FHS | Yes (true) |
| FRANCISCAN VILLA OF SOUTH MILWAUKEE INC | ||||||||||
| 3601 S CHICAGO AVE | SOUTH MILWAUKEE | WI | 53172 | 391093829 | HEALTHCARE | WI | 501(c)(3 | 9 | CHI | Yes (true) |
| GARRISON MEMORIAL HOSPITAL | ||||||||||
| 407 THIRD AVENUE SOUTHEAST | GARRISON | ND | 58540 | 450227752 | HEALTHCARE | ND | 501(c)(3 | 3 | SAMC | Yes (true) |
| GLOBAL HEALTH INITIATIVES | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 201536108 | MINISTRIES | CO | 501(c)(3 | Type I | CHI | Yes (true) |
| GOOD SAMARITAN COLLEGE OF NURSING & HEALTH SCIENCE | ||||||||||
| 619 OAK ST ACCOUNTING-3 W | CINCINNATI | OH | 45206 | 311778403 | EDUCATION | OH | 501(c)(3 | 2 | GSH | Yes (true) |
| GOOD SAMARITAN FOUNDATION OF CINCINNATI INC | ||||||||||
| 619 OAK ST ACCOUNTING-3 W | CINCINNATI | OH | 45206 | 311206047 | FUNDRAISING | OH | 501(c)(3 | Type I | GSH | Yes (true) |
| GOOD SAMARITAN HOSPITAL | ||||||||||
| PO BOX 1990 | KEARNEY | NE | 68848 | 470379755 | HEALTHCARE | NE | 501(c)(3 | 3 | CHI NEBRASKA | Yes (true) |
| GOOD SAMARITAN HOSPITAL FOUNDATION | ||||||||||
| 111 W 31ST ST | KEARNEY | NE | 68847 | 470659443 | FUNDRAISING | NE | 501(c)(3 | 7 | GSH | Yes (true) |
| GOOD SAMARITAN HOSPITAL FOUNDATION - DAYTON | ||||||||||
| 110 N MAIN ST STE 500 | DAYTON | OH | 45402 | 237296923 | FUNDRAISING | OH | 501(c)(3 | 7 | SHP | Yes (true) |
| HARRISON MEDICAL CENTER | ||||||||||
| 2520 CHERRY AVE | BREMERTON | WA | 98310 | 910565546 | HEALTHCARE | WA | 501(c)(3 | 3 | FHS | Yes (true) |
| HARRISON MEDICAL CENTER FOUNDATION | ||||||||||
| 2520 CHERRY AVE | BREMERTON | WA | 98310 | 911197626 | FUNDRAISING | WA | 501(c)(3 | 7 | HMC | Yes (true) |
| HEALTHCARE AND WELLNESS FOUNDATION | ||||||||||
| 2400 ST FRANCIS DR | BRECKENRIDGE | MN | 56520 | 760761782 | FUNDRAISING | MN | 501(c)(3 | Type I | SFMC | Yes (true) |
| HIGHLINE MEDICAL CENTER | ||||||||||
| 16251 SYLVESTER RD SW | BURIEN | WA | 98166 | 910712166 | HEALTHCARE | WA | 501(c)(3 | 3 | FHS | Yes (true) |
| HOUSE OF MERCY | ||||||||||
| 1111 6TH AVE | DES MOINES | IA | 50314 | 421323808 | SHELTER | IA | 501(c)(3 | 7 | CHI-IA CORP | Yes (true) |
| JEWISH HOSPITAL AND ST MARY'S HEALTHCARE INC | ||||||||||
| 200 ABRAHAM FLEXNER WAY | LOUISVILLE | KY | 40202 | 611029768 | HEALTHCARE | KY | 501(c)(3 | 3 | KOH | Yes (true) |
| KENTUCKYONE HEALTH MEDICAL GROUP INC | ||||||||||
| 200 ABRAHAM FLEXNER WAY | LOUISVILLE | KY | 40202 | 611352729 | HEALTHCARE | KY | 501(c)(3 | 9 | JHSMH | Yes (true) |
| KENTUCKYONE HEALTH INC | ||||||||||
| 200 ABRAHAM FLEXNER WAY | LOUISVILLE | KY | 40202 | 611029769 | HEALTHCARE | KY | 501(c)(3 | 9 | CHI | Yes (true) |
| LAKEWOOD HEALTH CENTER | ||||||||||
| 600 MAIN AVE S | BAUDETTE | MN | 56623 | 410758434 | HEALTHCARE | MN | 501(c)(3 | 3 | CHI | Yes (true) |
| LAKEWOOD REGIONAL HEALTHCARE FOUNDATION | ||||||||||
| 600 MAIN AVE S | BAUDETTE | MN | 56623 | 411893795 | FUNDRAISING | ND | 501(c)(3 | 7 | LHC | Yes (true) |
| LINUS OAKES INC | ||||||||||
| 2700 STEWART PKWY | ROSEBURG | OR | 97471 | 930821381 | SENIOR LIVING | OR | 501(c)(3 | 9 | MMC | Yes (true) |
| LISBON AREA HEALTH SERVICES | ||||||||||
| 905 MAIN ST | LISBON | ND | 58054 | 820558836 | HEALTHCARE | ND | 501(c)(3 | 3 | CHI | Yes (true) |
| LUFKIN VISION ACQUISITIONS | ||||||||||
| PO BOX 1447 | LUFKIN | TX | 75901 | 820563768 | PROPERTY MGMT | TX | 501(c)(3 | Type III-FI | MHSET | Yes (true) |
| MADISON ST JOSEPH HEALTH CENTER | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742761145 | HEALTHCARE | TX | 501(c)(3 | 3 | SJSC | Yes (true) |
| MADONNA MANOR INC | ||||||||||
| 2344 AMSTERDAM ROAD | VILLA HILLS | KY | 51017 | 610654635 | LIVING ASSIST | KY | 501(c)(3 | 1 | FLC | Yes (true) |
| MEMORIAL HEALTH CARE SYSTEM FOUNDATION INC | ||||||||||
| 2525 DE SALES AVE | CHATTANOOGA | TN | 37404 | 621839548 | FUNDRAISING | TN | 501(c)(3 | 7 | MHCS | Yes (true) |
| MEMORIAL HEALTH CARE SYSTEM INC | ||||||||||
| 2525 DE SALES AVE | CHATTANOOGA | TN | 37404 | 620532345 | HEALTHCARE | TN | 501(c)(3 | 3 | CHI | Yes (true) |
| MEMORIAL HEALTH PARTNERS FOUNDATION INC | ||||||||||
| 5600 BRAINERD RD STE 500 | CHATTANOOGA | TN | 37411 | 030417049 | HEALTHCARE | TN | 501(c)(3 | 9 | MHCS | Yes (true) |
| MEMORIAL HEALTH SYSTEM OF EAST TEXAS | ||||||||||
| PO BOX 1447 | LUFKIN | TX | 75902 | 750755367 | HEALTHCARE | TX | 501(c)(3 | 3 | CHI | Yes (true) |
| MEMORIAL MEDICAL CENTER - LIVINGSTON | ||||||||||
| PO BOX 1447 | LUFKIN | TX | 75902 | 760436439 | HEALTHCARE | TX | 501(c)(3 | 3 | MHSET | Yes (true) |
| MEMORIAL MEDICAL CENTER - SAN AUGUSTINE | ||||||||||
| PO BOX 1447 | LUFKIN | TX | 75902 | 752663904 | HEALTHCARE | TX | 501(c)(3 | 3 | MHSET | Yes (true) |
| MEMORIAL MULTISPECIALTY ASSOCIATES | ||||||||||
| 1201 FRANK AVE | LUFKIN | TX | 95904 | 752721155 | PHYSICIANS | TX | 501(c)(3 | Type III-FI | MHSET | Yes (true) |
| MEMORIAL SPECIALTY HOSPITAL | ||||||||||
| PO BOX 1447 | LUFKIN | TX | 95902 | 752492741 | HEALTHCARE | TX | 501(c)(3 | 3 | MHSET | Yes (true) |
| MERCY AUXILIARY OF CENTRAL IOWA | ||||||||||
| 1111 6TH AVE | DES MOINES | IA | 50314 | 426076069 | AUXILIARY | IA | 501(c)(3 | Type I | MF-DM IA | Yes (true) |
| MERCY CLINICS INC | ||||||||||
| 1111 6TH AVE | DES MOINES | IA | 50314 | 421193699 | PHYSICIANS | IA | 501(c)(3 | 9 | CHI-IA CORP | Yes (true) |
| MERCY COLLEGE OF HEALTH SCIENCES | ||||||||||
| 1111 6TH AVE | DES MOINES | IA | 50314 | 421511682 | EDUCATION | IA | 501(c)(3 | 2 | CHI-IA CORP | Yes (true) |
| MERCY FOUNDATION OF DES MOINES IA | ||||||||||
| 1111 6TH AVE | DES MOINES | IA | 50314 | 237358794 | FUNDRAISING | IA | 501(c)(3 | 7 | CHI-IA CORP | Yes (true) |
| MERCY FOUNDATION INC | ||||||||||
| 2700 STEWART PKWY | ROSEBURG | OR | 97471 | 936088946 | FUNDRAISING | OR | 501(c)(3 | 7 | MMC | Yes (true) |
| MERCY HEALTH CARE FOUNDATION | ||||||||||
| PO BOX 368 | CORNING | IA | 50841 | 421461064 | FUNDRAISING | IA | 501(c)(3 | Type I | AHMH-Corning | Yes (true) |
| MERCY HEALTHCARE FOUNDATION | ||||||||||
| 570 CHAUTAUQUA BLVD | VALLEY CITY | ND | 58072 | 450435338 | FUNDRAISING | ND | 501(c)(3 | Type I | MHVC | Yes (true) |
| MERCY HOSPITAL FOUNDATION COUNCIL BLUFFS | ||||||||||
| 800 MERCY DR | COUNCIL BLUFFS | IA | 51503 | 421178204 | FUNDRAISING | IA | 501(c)(3 | Type I | AHBMHS | Yes (true) |
| MERCY HOSPITAL OF DEVILS LAKE | ||||||||||
| 1031 7TH ST NE | DEVILS LAKE | ND | 58301 | 450227012 | HEALTHCARE | ND | 501(c)(3 | 3 | CHI | Yes (true) |
| MERCY HOSPITAL OF DEVILS LAKE FOUNDATION | ||||||||||
| 1031 7TH ST NE | DEVILS LAKE | ND | 58301 | 352367360 | FUNDRAISING | ND | 501(c)(3 | 7 | MHDL | Yes (true) |
| MERCY HOSPITAL OF VALLEY CITY | ||||||||||
| 570 CHAUTAUQUA BLVD | VALLEY CITY | ND | 58072 | 450226553 | HEALTHCARE | ND | 501(c)(3 | 3 | CHI | Yes (true) |
| MERCY MEDICAL CENTER | ||||||||||
| 1301 15TH AVE WEST | WILLISTON | ND | 58801 | 450231183 | HEALTHCARE | ND | 501(c)(3 | 3 | CHI | Yes (true) |
| MERCY MEDICAL CENTER - CENTERVILLE | ||||||||||
| ONE ST JOSEPHS DRIVE | CENTERVILLE | IA | 52544 | 420680308 | HEALTHCARE | IA | 501(c)(3 | 3 | CHI-IA CORP | Yes (true) |
| MERCY MEDICAL CENTER - NEWTON DBA SKIFF MEDICAL CENTER | ||||||||||
| 1111 6TH AVE | DES MOINES | IA | 50314 | 421470935 | PHYSICIANS | IA | 501(c)(3 | 9 | CHI-IA CORP | Yes (true) |
| MERCY MEDICAL CENTER INC | ||||||||||
| 2700 STEWART PKWY | ROSEBURG | OR | 97471 | 930386868 | HEALTHCARE | OR | 501(c)(3 | 3 | CHI | Yes (true) |
| MERCY MEDICAL FOUNDATION | ||||||||||
| 1301 15TH AVE WEST | WILLISTON | ND | 58801 | 450381803 | FUNDRAISING | ND | 501(c)(3 | Type I | MMC | Yes (true) |
| NEBRASKA HEART HOSPITAL | ||||||||||
| 7500 S 91ST ST | LINCOLN | NE | 68526 | 392031968 | HEALTHCARE | NE | 501(c)(3 | 3 | CHI NEBRASKA | Yes (true) |
| North Central Health Care Alliance dba PrimeCare Health Group | ||||||||||
| 401 N 9th St | BISMARCK | ND | 585014507 | 450439894 | HEALTHCARE | ND | 501(c)(3 | 9 | NHCA | Yes (true) |
| OAKES COMMUNITY HOSPITAL | ||||||||||
| 1200 N 7TH ST | OAKES | ND | 58474 | 450231675 | HEALTHCARE | ND | 501(c)(3 | 3 | CHI | Yes (true) |
| OAKES COMMUNITY HOSPITAL FOUNDATION | ||||||||||
| 1200 N 7TH ST | OAKES | ND | 58474 | 710966606 | FUNDRAISING | ND | 501(c)(3 | Type I | OCH | Yes (true) |
| PINEYWOODS MEDICAL DEVELOPMENT CORP | ||||||||||
| PO BOX 1447 | LUFKIN | TX | 75902 | 752493116 | PROPERTY MGMT | TX | 501(c)(3 | Type III-FI | MHSET | Yes (true) |
| PROVIDENCE CARE CENTER | ||||||||||
| 2025 HAYES AVENUE | SANDUSKY | OH | 44870 | 341658625 | HEALTHCARE | OH | 501(c)(3 | 9 | FLC | Yes (true) |
| PROVIDENCE CARE CENTERS | ||||||||||
| 2025 HAYES AVENUE | SANDUSKY | OH | 44870 | 341826099 | HOLDING CO | OH | 501(c)(3 | Type II | FLC | Yes (true) |
| PROVIDENCE RESIDENTIAL COMMUNITY CORPORATION | ||||||||||
| 5055 PROVIDENCE DRIVE | SANDUSKY | OH | 44870 | 341896807 | LIVING COMM | OH | 501(c)(3 | 9 | FLC | Yes (true) |
| PUEBLO STEPUP | ||||||||||
| 1925 E ORMAN AVE STE G52 | PUEBLO | CO | 81004 | 841234295 | COMMUNITY | CO | 501(c)(3 | 7 | CHIC | Yes (true) |
| REGIONAL HOSPITAL FOR RESPIRATORY AND COMPLEX CARE | ||||||||||
| 12844 MILITARY RD S | TUKWILA | WA | 98168 | 911170040 | HEALTHCARE | WA | 501(c)(3 | 3 | FHS | Yes (true) |
| SET OF COLORADO SPRINGS INC | ||||||||||
| 2864 S CIRCLE DR STE 450 | COLORADO SPRINGS | CO | 80906 | 841183335 | LTERM CARE | CO | 501(c)(3 | 7 | CHIC | Yes (true) |
| SAINT CLARE'S COMMUNITY CARE INC | ||||||||||
| 25 POCONO RD | DENVILLE | NJ | 07834 | 222876836 | HEALTHCARE | NJ | 501(c)(3 | Type II | SCHS | Yes (true) |
| SAINT CLARE'S FOUNDATION INC | ||||||||||
| 25 POCONO RD | DENVILLE | NJ | 07834 | 222502997 | FUNDRAISING | NJ | 501(c)(3 | 7 | SCHS | Yes (true) |
| SAINT CLARE'S HEALTH SERVICES INC | ||||||||||
| 25 POCONO RD | DENVILLE | NJ | 07834 | 223639733 | MANAGEMENT | NJ | 501(c)(3 | Type II | CHI | Yes (true) |
| SAINT CLARE'S HOSPITAL INC | ||||||||||
| 25 POCONO RD | DENVILLE | NJ | 07834 | 223319886 | HEALTHCARE | NJ | 501(c)(3 | 3 | SCHS | Yes (true) |
| SAINT ELIZABETH FOUNDATION | ||||||||||
| 555 S 70TH ST | LINCOLN | NE | 68510 | 470625523 | FUNDRAISING | NE | 501(c)(3 | 7 | SERMC | Yes (true) |
| SAINT ELIZABETH HEALTH SERVICES | ||||||||||
| 555 S 70TH ST | LINCOLN | NE | 68510 | 363233120 | HEALTHCARE | NE | 501(c)(3 | 3 | SERMC | Yes (true) |
| SAINT ELIZABETH REGIONAL MEDICAL CENTER | ||||||||||
| 555 S 70TH ST | LINCOLN | NE | 68510 | 470379836 | HEALTHCARE | NE | 501(c)(3 | 3 | CHI NEBRASKA | Yes (true) |
| SAINT FRANCIS MEDICAL CENTER | ||||||||||
| 2620 W FAIDLEY | GRAND ISLAND | NE | 68803 | 470376601 | HEALTHCARE | NE | 501(c)(3 | 3 | CHI NEBRASKA | Yes (true) |
| SAINT FRANCIS MEDICAL CENTER FOUNDATION | ||||||||||
| PO BOX 9804 | GRAND ISLAND | NE | 68802 | 470630267 | FUNDRAISING | NE | 501(c)(3 | 7 | SFMC | Yes (true) |
| SAINT JOSEPH BEREA HOSPITAL FOUNDATION INC | ||||||||||
| 305 ESTILL ST | BEREA | KY | 40403 | 260152877 | FUNDRAISING | KY | 501(c)(3 | 7 | SJHS | Yes (true) |
| SAINT JOSEPH HEALTH SYSTEM INC | ||||||||||
| 200 ABRAHAM FLEXNER WAY | LOUISVILLE | KY | 40202 | 611334601 | HEALTHCARE | KY | 501(c)(3 | 3 | KOH | Yes (true) |
| SAINT JOSEPH HOSPITAL FOUNDATION INC | ||||||||||
| ONE SAINT JOSEPH DRIVE | LEXINGTON | KY | 40504 | 611159649 | FUNDRAISING | KY | 501(c)(3 | Type I | SJHS | Yes (true) |
| SAINT JOSEPH LONDON FOUNDATION INC | ||||||||||
| 1001 SAINT JOSEPH LANE | LONDON | KY | 40741 | 260438748 | FUNDRAISING | KY | 501(c)(3 | 7 | SJHS | Yes (true) |
| SAINT JOSEPH MOUNT STERLING FOUNDATION INC | ||||||||||
| 225 FALCON DR | MOUNT STERLING | KY | 40353 | 272884584 | FUNDRAISING | KY | 501(c)(3 | 7 | SJHS | Yes (true) |
| SAINT JOSEPH'S HOSPITAL FOUNDATION | ||||||||||
| 30 WEST 7TH ST | DICKINSON | ND | 58601 | 363418207 | FUNDRAISING | ND | 501(c)(3 | Type I | SJHHC | Yes (true) |
| SAMARITAN BEHAVIORAL HEALTH INC | ||||||||||
| 601 S EDWIN C MOSES BLVD | DAYTON | OH | 45417 | 020633634 | HEALTHCARE | OH | 501(c)(3 | 7 | SHP | Yes (true) |
| SAMARITAN HEALTH PARTNERS | ||||||||||
| 110 N MAIN ST STE 500 | DAYTON | OH | 45402 | 311107411 | HEALTHCARE | OH | 501(c)(3 | Type I | CHI | Yes (true) |
| SCHUYLER MEMORIAL HOSPITAL FOUNDATION INC | ||||||||||
| 104 W 17TH ST | SCHUYLER | NE | 68661 | 363630014 | FUNDRAISING | NE | 501(c)(3 | Type I | AHMHS | Yes (true) |
| SJRMC JOPLIN MISSOURI | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 440545809 | HEALTHCARE | MO | 501(c)(3 | 3 | CHI | Yes (true) |
| SL AUGUSTA CORP | ||||||||||
| PO BOX 20269 | HOUSTON | TX | 77225 | 760226623 | TITLE HOLDING | TX | 501(c)(2 | SLPC | Yes (true) | |
| ST ALEXIUS MEDICAL CENTER | ||||||||||
| 900 EAST BROADWAY AVENUE | BISMARCK | ND | 58501 | 450226711 | HEALTHCARE | ND | 501(c)(3 | 3 | CHI | Yes (true) |
| ST ANTHONY HOSPITAL | ||||||||||
| 1601 SE COURT AVE | PENDLETON | OR | 97801 | 930391614 | HEALTHCARE | OR | 501(c)(3 | 3 | CHI | Yes (true) |
| ST ANTHONY HOSPITAL FOUNDATION | ||||||||||
| 1601 SE COURT AVE | PENDLETON | OR | 97801 | 930992727 | FUNDRAISING | OR | 501(c)(3 | Type I | SAH | Yes (true) |
| ST ANTHONY'S HOSPITAL ASSOCIATION | ||||||||||
| FOUR HOSPITAL DR | MORRILTON | AR | 72110 | 710245507 | HEALTHCARE | AR | 501(c)(3 | 3 | SVIMC | Yes (true) |
| ST CATHERINE HOSPITAL | ||||||||||
| 401 EAST SPRUCE ST | GARDEN CITY | KS | 67846 | 480543721 | HEALTHCARE | KS | 501(c)(3 | 3 | CHI | Yes (true) |
| ST CATHERINE HOSPITAL DEVELOPMENT FOUNDATION | ||||||||||
| 401 EAST SPRUCE ST | GARDEN CITY | KS | 67846 | 200598702 | FUNDRAISING | KS | 501(c)(3 | Type I | SCH | Yes (true) |
| ST CLARE COMMONS | ||||||||||
| 5942 RENAISSANCE PLACE STE A | TOLEDO | OH | 43623 | 270163752 | LIVING COMM | OH | 501(c)(3 | 9 | FLC | Yes (true) |
| ST DOMINIC OF ONTARIO OREGON | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 930433692 | HEALTHCARE | OR | 501(c)(4 | CHI | Yes (true) | |
| ST FRANCIS HOME | ||||||||||
| 2400 ST FRANCIS DR | BRECKENRIDGE | MN | 56520 | 410729978 | LTERM CARE | MN | 501(c)(3 | 9 | CHI | Yes (true) |
| ST FRANCIS LIFE CARE CORPORATION | ||||||||||
| 19 POCONO RD | DENVILLE | NJ | 07834 | 222536017 | ELDERLY CARE | NJ | 501(c)(3 | 9 | SCHS | Yes (true) |
| ST FRANCIS MEDICAL CENTER | ||||||||||
| 2400 ST FRANCIS DR | BRECKENRIDGE | MN | 56520 | 410695598 | HEALTHCARE | MN | 501(c)(3 | 3 | CHI | Yes (true) |
| ST FRANCIS OF BAKER CITY | ||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 930412495 | HEALTHCARE | OR | 501(c)(3 | 3 | CHI | Yes (true) |
| ST JOSEPH FOUNDATION OF BRYAN TEXAS | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742351158 | FUNDRAISING | TX | 501(c)(3 | Type I | SJSC | Yes (true) |
| ST JOSEPH MANOR | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742847594 | HEALTHCARE | TX | 501(c)(3 | 9 | SJSC | Yes (true) |
| ST JOSEPH MEDICAL CENTER INC | ||||||||||
| 201 INTERNATIONAL CIRCLE STE 212 | HUNT VALLEY | MD | 21030 | 520591461 | HEALTHCARE | MD | 501(c)(3 | 3 | CHI | Yes (true) |
| ST JOSEPH PHYSICIAN ASSOCIATES | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 203159302 | HEALTHCARE | TX | 501(c)(3 | 3 | SJSC | Yes (true) |
| ST JOSEPH PHYSICIAN ENTERPRISE INC | ||||||||||
| 201 INTERNATIONAL CIRCLE STE 212 | HUNT VALLEY | MD | 21030 | 521311775 | PHYSICIANS | MD | 501(c)(3 | Type I | SJMC | Yes (true) |
| ST JOSEPH REGIONAL HEALTH CENTER | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 741282696 | HEALTHCARE | TX | 501(c)(3 | 3 | SJSC | Yes (true) |
| ST JOSEPH REGIONAL HEALTH PARTNERS | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 454088170 | HEALTHCARE | TX | 501(c)(3 | 3 | SJSC | Yes (true) |
| ST JOSEPH REGIONAL HEALTH PARTNERS ACO | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 463265423 | HEALTHCARE | TX | 501(c)(3 | 3 | SJSC | Yes (true) |
| ST JOSEPH SERVICES CORPORATION | ||||||||||
| 2801 FRANCISCAN DRIVE | BRYAN | TX | 77802 | 742455161 | MANAGEMENT | TX | 501(c)(3 | Type I | SFH | Yes (true) |
| ST JOSEPH'S AREA HEALTH SERVICES | ||||||||||
| 600 PLEASANT AVE | PARK RAPIDS | MN | 56470 | 410695603 | HEALTHCARE | MN | 501(c)(3 | 3 | CHI | Yes (true) |
| ST JOSEPH'S HOSPITAL AND HEALTH CENTER | ||||||||||
| 30 WEST 7TH ST | DICKINSON | ND | 58601 | 450226429 | HEALTHCARE | ND | 501(c)(3 | 3 | CHI | Yes (true) |
| ST LEONARD | ||||||||||
| 8100 CLYO ROAD | CENTERVILLE | OH | 45458 | 341940863 | LIVING COMM | OH | 501(c)(3 | 9 | FLC | Yes (true) |
| ST LUKE'S COMMUNITY DEVELOPMENT CORPORATION | ||||||||||
| 6624 FANNIN ST STE 2505 | HOUSTON | TX | 77030 | 260274448 | MANAGEMENT | TX | 501(c)(3 | Type I | SLHS | Yes (true) |
| ST LUKE'S COMMUNITY DEVELOPMENT CORPORATION - PMC | ||||||||||
| 6624 FANNIN ST STE 2505 | HOUSTON | TX | 77030 | 273733278 | HEALTHCARE | TX | 501(c)(3 | 3 | SLCDC | Yes (true) |
| ST LUKE'S COMMUNITY DEVELOPMENT CORPORATION - SUGAR LAND | ||||||||||
| 6624 FANNIN ST STE 2505 | HOUSTON | TX | 77030 | 261947374 | HEALTHCARE | TX | 501(c)(3 | 3 | SLHS | Yes (true) |
| ST LUKE'S COMMUNITY DEVELOPMENT CORPORATION - THE WOODLANDS | ||||||||||
| 6624 FANNIN ST STE 2505 | HOUSTON | TX | 77030 | 260335902 | HEALTHCARE | TX | 501(c)(3 | 3 | SLCDC | Yes (true) |
| ST LUKE'S COMMUNITY HEALTH SERVICES | ||||||||||
| 6624 FANNIN ST STE 1100 | HOUSTON | TX | 77030 | 760536234 | HEALTHCARE | TX | 501(c)(3 | 3 | SLHS | Yes (true) |
| ST LUKE'S FOUNDATION | ||||||||||
| 1213 HERMANN DRIVE STE 855 | HOUSTON | TX | 77004 | 453811485 | FUNDRAISING | TX | 501(c)(3 | 7 | SLHS | Yes (true) |
| ST LUKE'S HEALTH SYSTEM CORPORATION | ||||||||||
| 6624 FANNIN ST STE 1100 | HOUSTON | TX | 77030 | 760536232 | MANAGEMENT | TX | 501(c)(3 | Type I | CHI | Yes (true) |
| ST LUKE'S HOSPITAL AT THE VINTAGE | ||||||||||
| 6624 FANNIN ST STE 2505 | HOUSTON | TX | 77030 | 263734606 | HEALTHCARE | TX | 501(c)(3 | 3 | SLHS | Yes (true) |
| ST LUKE'S MEDICAL GROUP | ||||||||||
| 6624 FANNIN ST | HOUSTON | TX | 77030 | 760458535 | PHYSICIANS | TX | 501(c)(3 | 3 | SLHS | Yes (true) |
| ST LUKE'S MEDICAL TOWER CORPORATION | ||||||||||
| 6624 FANNIN ST STE 1100 | HOUSTON | TX | 77030 | 760531713 | PROPERTY MGMT | TX | 501(c)(3 | Type I | CHI-SLH | Yes (true) |
| ST LUKE'S PROPERTIES CORPORATION | ||||||||||
| 6624 FANNIN ST STE 1100 | HOUSTON | TX | 77030 | 760531716 | PROPERTY MGMT | TX | 501(c)(3 | Type I | SLHS | Yes (true) |
| ST LUKE'S SUGAR LAND PROPERTIES CORPORATION | ||||||||||
| 6624 FANNIN ST STE 2505 | HOUSTON | TX | 77030 | 454120549 | PROPERTY MGMT | TX | 501(c)(3 | Type I | SLCDC-SL | Yes (true) |
| ST MARY'S COMMUNITY HOSPITAL | ||||||||||
| 1314 3RD AVE | NEBRASKA CITY | NE | 68410 | 470443636 | HEALTHCARE | NE | 501(c)(3 | 3 | CHI NEBRASKA | Yes (true) |
| ST MARY'S HOSPITAL FOUNDATION | ||||||||||
| 1314 3RD AVE | NEBRASKA CITY | NE | 68410 | 470707604 | FUNDRAISING | NE | 501(c)(3 | 7 | SMCH | Yes (true) |
| ST VINCENT FOUNDATION | ||||||||||
| TWO ST VINCENT CIRCLE | LITTLE ROCK | AR | 72205 | 510169537 | FUNDRAISING | AR | 501(c)(3 | Type I | SVIMC | Yes (true) |
| ST VINCENT INFIRMARY MEDICAL CENTER | ||||||||||
| TWO ST VINCENT CIRCLE | LITTLE ROCK | AR | 72205 | 710236917 | HEALTHCARE | AR | 501(c)(3 | 3 | CHI | Yes (true) |
| ST VINCENT MEDICAL GROUP | ||||||||||
| TWO ST VINCENT CIRCLE | LITTLE ROCK | AR | 72205 | 710830696 | HEALTHCARE | AR | 501(c)(3 | 9 | SVIMC | Yes (true) |
| SYLVANIA FRANCISCAN HEALTH | ||||||||||
| 1715 INDIAN WOOD CIR 200 | MAUMEE | OH | 43537 | 341412964 | HEALTHCARE | OH | 501(c)(3 | Type I | CHI | Yes (true) |
| SYLVANIA FRANCISCAN HEALTH FOUNDATION | ||||||||||
| 1715 INDIAN WOOD CIR 200 | MAUMEE | OH | 43537 | 455357161 | FUNDRAISING | OH | 501(c)(3 | Type I | FLC | Yes (true) |
| THE COMMONS OF PROVIDENCE | ||||||||||
| 5000 PROVIDENCE DRIVE | SANDUSKY | OH | 44870 | 341826097 | ASSIST LIVING | OH | 501(c)(3 | 9 | FLC | Yes (true) |
| THE COMMUNITY HOSPITAL OF BRAZOSPORT | ||||||||||
| 100 MEDICAL DRIVE | LAKE JACKSON | TX | 77566 | 741385192 | HEALTHCARE | TX | 501(c)(3 | 3 | SLHS | Yes (true) |
| THE GOOD SAMARITAN HOSPITAL OF CINCINNATI OH | ||||||||||
| 619 OAK ST ACCOUNTING-3 W | CINCINNATI | OH | 45206 | 310537486 | HEALTHCARE | OH | 501(c)(3 | 3 | CHI | Yes (true) |
| THE PHYSICIAN NETWORK | ||||||||||
| 2000 Q ST STE 500 | LINCOLN | NE | 68503 | 470780857 | PHYSICIANS | NE | 501(c)(3 | Type I | CHI NEBRASKA | Yes (true) |
| TOTAL HEALTHCARE | ||||||||||
| 188 INVERNESS DRIVE WEST STE 500 | ENGLEWOOD | CO | 80112 | 840927232 | HEALTHCARE | CO | 501(c)(3 | 3 | CHIC | Yes (true) |
| TRINITY HEALTH FOUNDATION | ||||||||||
| 380 SUMMIT AVENUE | STEUBENVILLE | OH | 43952 | 311329423 | FUNDRAISING | OH | 501(c)(3 | Type I | THS | Yes (true) |
| TRINITY HEALTH SYSTEM | ||||||||||
| 380 SUMMIT AVENUE | STEUBENVILLE | OH | 43952 | 341818681 | HEALTHCARE | OH | 501(c)(3 | Type I | SFH | Yes (true) |
| TRINITY HEALTH SYSTEM GROUP | ||||||||||
| 380 SUMMIT AVENUE | STEUBENVILLE | OH | 43952 | 300752920 | HEALTHCARE | OH | 501(c)(3 | 3 | THS | Yes (true) |
| TRINITY HOSPITAL HOLDING COMPANY | ||||||||||
| 380 SUMMIT AVENUE | STEUBENVILLE | OH | 43952 | 341842025 | HEALTHCARE | OH | 501(c)(3 | 3 | THS | Yes (true) |
| TRINITY HOSPITAL TWIN CITY | ||||||||||
| 819 NORTH FIRST STREET | DENNISON | OH | 44621 | 275401105 | HEALTHCARE | OH | 501(c)(3 | 3 | CHI | Yes (true) |
| TRI-STATE HEALTH SERVICES INC | ||||||||||
| ONE ROSS PARK BLVD | STEUBENVILLE | OH | 43952 | 341522484 | ASSIST LIVING | OH | 501(c)(3 | THS | Yes (true) | |
| UNITY FAMILY HEALTHCARE | ||||||||||
| 815 SE 2ND ST | LITTLE FALLS | MN | 56345 | 410721642 | HEALTHCARE | MN | 501(c)(3 | 3 | CHI | Yes (true) |
| VILLA NAZARETH INC | ||||||||||
| 801 PAGE DR | FARGO | ND | 58103 | 450226714 | LTERM CARE | ND | 501(c)(3 | 9 | CHI | Yes (true) |
| VISITING NURSE ASSOCIATION OF ST CLARE'S INC | ||||||||||
| 191 WOODPORT RD | SPARTA | NJ | 07871 | 221768334 | HOME HEALTH | NJ | 501(c)(3 | 9 | SCHS | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (43 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alegent Health Northwest Imaging Center LLC | ||||||||||||||
| 3606 N 156th St | OMAHA | NE | 68116 | 061786985 | OP Diagnostics | NE | ACH | Related | -$7,263 | $485,853 | false | $0 | Yes (true) | 0.51 |
| Audubon Land Company LLC | ||||||||||||||
| 5390 N Academy Blvd STE 300 | COLORADO SPRINGS | CO | 80918 | 841513085 | Real Estate | CO | CHIC | Related | $250,214 | $23,193,712 | false | $0 | false | 0.5 |
| AVON EMERGENCY AND URGENT CARE CENTER LLC | ||||||||||||||
| 188 INVERNESS DRIVE WEST 500 | ENGLEWOOD | CO | 80112 | 811727282 | HEALTHCARE SRVC | CO | CHIC | Related | $0 | $0 | false | $0 | Yes (true) | 0.77 |
| BAYLOR CHI ST LUKES HEALTH SERVICES LLC | ||||||||||||||
| 6624 Fannin St Ste 1100 | HOUSTON | TX | 77030 | 472079184 | HEALTHCARE SRVC | TX | SLHS | Related | $0 | $0 | false | $0 | Yes (true) | 0.65 |
| BERGAN MERCY SURGERY CENTER LLC | ||||||||||||||
| 7710 Mercy Rd Ste 200 | OMAHA | NE | 68124 | 208671994 | AMBUL SURG CTR | NE | ACH | Related | $709,407 | $1,953,385 | false | $0 | false | 0.58 |
| BERYWOOD OFFICE PROPERTIES LLC | ||||||||||||||
| 400 BERYWOOD TRAIL | CLEVELAND | TN | 37312 | 621875199 | PHYS OFFICE | TN | MHCS | Related | $127,778 | $958,445 | false | $0 | Yes (true) | 0.63 |
| BLUEGRASS REGIONAL IMAGING CENTER | ||||||||||||||
| 1218 SOUTH BROADWAY STE 310 | LEXINGTON | KY | 40504 | 611386736 | DIAGNOSTIC IMAGING | KY | SJHS | Related | $312,944 | $3,261,145 | false | $0 | false | 0.65 |
| CATHOLIC HEALTH INITIATIVES PHYSICIAN SERVICES LLC | ||||||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 462945938 | PRACTICE MGMT SRVC | DE | CHI | Related | -$572,758 | $28,961,482 | false | $0 | Yes (true) | 0.8 |
| CENTRAL NEBRASKA HOME CARE SERVICES | ||||||||||||||
| PO BOX 1146 4502 N SECOND AVE | KEARNEY | NE | 68848 | 470692112 | HEALTHCARE SRVC | NE | na | Related | -$33,398 | $156,208 | false | $0 | Yes (true) | 1.0 |
| CENTRAL NEBRASKA REHABILITATION SERVICES LLC | ||||||||||||||
| 3004 W FAIDLEY AVENUE | GRAND ISLAND | NE | 68803 | 810653461 | Physical Therapy | NE | SFMC | Related | $2,441,607 | $3,412,341 | false | $0 | false | 0.51 |
| CENTURA-SCA HOLDINGS LLC | ||||||||||||||
| 569 BROOK VILLAGE STE 901 | BIRMINGHAM | AL | 35209 | 474823023 | OP SURGERY CENTER | AL | CHIC | Related | $525,814 | $1,305,299 | false | $0 | Yes (true) | 0.65 |
| CHI OPERATING INVESTMENT PROGRAM LP | ||||||||||||||
| 198 INVERNESS DRIVE WEST | ENGLEWOOD | CO | 80112 | 470727942 | INVESTMENTS | CO | CHI | Unrelated | $332,023,271 | $6,703,637,716 | false | $515,470 | Yes (true) | 1.0 |
| CHI ST LUKE'S HEALTH EMERGENCY CENTER LLC | ||||||||||||||
| 6624 Fannin St Ste 1100 | HOUSTON | TX | 77030 | 810743412 | URGENT CARE | TX | SLHS | Related | $0 | $0 | false | $0 | Yes (true) | 0.65 |
| CHICAMSURG Surgery Centers LLC | ||||||||||||||
| 188 INVERNESS DRIVE WEST 500 | ENGLEWOOD | CO | 80112 | 465683027 | SURGERY CENTER | CO | CHIC | Related | $0 | $0 | false | $0 | false | 0.51 |
| CHICLARKIN VENTURES LLC | ||||||||||||||
| 188 INVERNESS DRIVE WEST 500 | ENGLEWOOD | CO | 80112 | 474210888 | URGENT CARE | CO | CHIC | Related | $0 | $0 | false | $0 | Yes (true) | 0.87 |
| Colorado Springs CK Leasing LLC | ||||||||||||||
| 8770 W Bryn Mawr Ste 1370 | CHICAGO | IL | 60631 | 262982714 | REAL ESTATE | CO | CHIC | Related | $599,151 | $425,148 | false | $0 | Yes (true) | 0.4 |
| HC SL VINTAGE I LLC | ||||||||||||||
| 18000 W SARAH LANE STE 250 | BROOKFIELD | WI | 53045 | 270453767 | PROPERTY HOLDING | WI | SL HOSP-VINTAGE | Related | $1,365,254 | $375,590,761 | false | $0 | false | 0.51 |
| HEALTHCARE SUPPORT SERVICES LLC | ||||||||||||||
| PO BOX 9804 | GRAND ISLAND | NE | 68802 | 721546196 | LAUNDRY | NE | na | Related | $256,166 | $3,371,484 | false | $0 | false | 1.0 |
| Heartland Oncology LLC | ||||||||||||||
| 2337 E Crawford St | SALINA | KS | 67401 | 464265403 | ONCOLOGY | KS | SCH | Related | -$457,809 | $1,985,911 | false | $0 | false | 0.51 |
| HIGHLINE IMAGING LLC | ||||||||||||||
| PO BOX 184 | BRUSH PRAIRIE | WA | 98606 | 200460005 | DIAGNOSTIC IMAGING | WA | HMC | Related | $65,074 | $1,408,012 | false | $0 | false | 0.8 |
| LAKESIDE AMBULATORY SURGICAL CENTER LLC | ||||||||||||||
| 17031 LAKESIDE HILLS DR | OMAHA | NE | 68130 | 204267902 | AMBUL SURG CTR | NE | ACH | Related | $4,111,597 | $2,474,455 | false | $0 | false | 0.54 |
| LAKESIDE ENDOSCOPY CENTER LLC | ||||||||||||||
| 17001 LAKESIDE HILLS PLZ STE 201 | OMAHA | NE | 68130 | 205544496 | ENDOSCOPY SRVC | NE | ACH | Related | $670,348 | $721,021 | false | $0 | false | 0.51 |
| LINCOLN CK LEASING LLC | ||||||||||||||
| 6003 Old Cheney Rd | Lincoln | NE | 68516 | 262496856 | Real Estate | NE | SERMC | Related | $488,450 | $230,998 | false | $0 | false | 0.54 |
| NEBRASKA SPINE HOSPITAL LLC | ||||||||||||||
| 6901 N 72ND ST | OMAHA | NE | 68122 | 270263191 | SPINE HOSPITAL | NE | ACH | Related | $10,386,143 | $19,795,974 | false | $0 | false | 0.51 |
| NORTH RIVER SURGERY CENTER LLC | ||||||||||||||
| 2209 WILDWOOD AVE | SHERWOOD | AR | 72120 | 710799771 | AMBUL SURG CTR | AR | SVIMC | Related | $163,900 | $1,280,229 | false | $0 | false | 0.57 |
| ORTHOCOLORADO LLC | ||||||||||||||
| 11650 WEST 2ND PLACE | LAKEWOOD | CO | 80255 | 371577105 | ORTHO HOSPITAL | CO | THC | Related | $9,902,290 | $2,561,198 | false | $0 | false | 0.6 |
| PENINSULA RADIATION ONCOLOGY LLC | ||||||||||||||
| 314 MLK JR WAY STE 11 | TACOMA | WA | 98405 | 870808610 | HEALTHCARE SRVC | WA | FHS | Related | $343,465 | $2,173,284 | false | $0 | false | 0.6 |
| Penrad Imaging | ||||||||||||||
| 1390 Kelly Johnson Blvd | COLORADO SPRINGS | CO | 80920 | 841072619 | Medical Imaging | CO | CHIC | Related | $1,160,221 | $2,168,695 | false | $0 | false | 0.7 |
| PMC HOSPITAL LLC | ||||||||||||||
| 3100 MAIN ST STE 500 | HOUSTON | TX | 77002 | 273280598 | HOSPITAL | TX | SL CDC-PMC | Related | $5,287,747 | $67,411,280 | false | $0 | Yes (true) | 0.51 |
| PRAIRIE HEALTH VENTURES LLC | ||||||||||||||
| 421 S 9TH ST STE 102 | LINCOLN | NE | 68508 | 204962103 | TECH SRVC | NE | AH-IMC | Related | $1,126,606 | $2,905,862 | false | $0 | Yes (true) | 0.66 |
| Pueblo Ambulatory Surgery Center LLC | ||||||||||||||
| 188 INVERNESS DRIVE WEST 500 | ENGLEWOOD | CO | 80112 | 621488737 | SURGERY CENTER | CO | CHIC | Related | -$155,230 | $107,312 | false | $0 | false | 0.51 |
| Saint JOSEPH - PAML LLC | ||||||||||||||
| 200 ABRAHAM FLEXNER WAY | LOUISVILLE | KY | 40202 | 452116736 | MGMT SVCS | KY | SJHS | Related | $57,681 | $589,808 | false | $0 | Yes (true) | 0.63 |
| SAINT JOSEPH - SCA HOLDINGS LLC | ||||||||||||||
| 1451 Harrodsburg RD | LEXINGTON | KY | 40503 | 453801157 | OP SURGERY | DE | SJHS | Related | $0 | $0 | false | $0 | Yes (true) | 0.51 |
| SAINT JOSEPH-ANC HOME CARE SERVICES | ||||||||||||||
| 1700 EDISON DR | MILFORD | OH | 45150 | 263330545 | HOME HEALTH | KY | JHSMH | Related | $5,517,685 | $7,112,135 | false | $0 | false | 1.0 |
| SCA Premier Surgery Center of Louisville LLC | ||||||||||||||
| 200 Abraham Flexner Way | LOUISVILLE | KY | 40202 | 721386840 | SURGERY CENTER | KY | JHSMH | Related | -$177,796 | $2,205,015 | false | $0 | false | 0.51 |
| ST FRANCIS LAND COMPANY | ||||||||||||||
| 5390 N ACADEMY BLVD STE 300 | COLORADO SPRINGS | CO | 80918 | 263134100 | REAL ESTATE | CO | CHIC | Related | -$82,977 | $14,572,659 | false | $0 | false | 0.51 |
| ST FRANCIS MEDICAL CENTER ASSOCIATES | ||||||||||||||
| 1717 SOUTH J ST | TACOMA | WA | 98405 | 911352698 | MED OFFICE | WA | FHS | Related | $265,442 | $1,984,098 | false | $0 | false | 0.61 |
| ST LUKE'S DIAGNOSTIC CATH LAB LLP | ||||||||||||||
| 6624 FANNIN ST STE 800 | HOUSTON | TX | 77030 | 710959365 | DIAGNOSTICS | TX | SLHS HOLDINGS | Related | $611,532 | $1,117,217 | false | $0 | false | 0.57 |
| ST LUKE'S LAKESIDE HOSPITAL LLC | ||||||||||||||
| 6624 FANNIN STE 2505 | HOUSTON | TX | 77030 | 300427437 | HOSPITAL | TX | SL CDC-W | Related | $277,867 | $42,485,184 | false | $0 | Yes (true) | 0.51 |
| ST LUKE'S THE WOODLANDS SLEEP CENTER LLC | ||||||||||||||
| 6624 FANNIN STE 800 | HOUSTON | TX | 77030 | 462795726 | DIAGNOSTICS | TX | SLHSH | Related | -$76,879 | $1,171,971 | false | $0 | Yes (true) | 0.51 |
| Superior Medical Imaging LLC | ||||||||||||||
| 5000 North 26th ST | LINCOLN | NE | 68521 | 262884555 | OP Diagnostics | NE | SERMC | Related | $9,528 | $402,804 | false | $0 | Yes (true) | 0.51 |
| SURGERY CENTER OF LEXINGTON LLC | ||||||||||||||
| 200 ABRAHAM FLEXNER WAY | LOUISVILLE | KY | 40202 | 621179539 | SURGERY CENTER | KY | SJHS | Related | $187,315 | $2,777,419 | false | $0 | Yes (true) | 0.51 |
| SURGERY CENTER OF LOUISVILLE LLC | ||||||||||||||
| 200 Abraham Flexner Way | LOUISVILLE | KY | 40202 | 621179537 | SURGERY CENTER | KY | JHSMH | Related | $11,207 | $803,899 | false | $0 | Yes (true) | 0.51 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (69 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line2RelatedOrganizationName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alegent HealthCreighton St Joseph Managed Care Services Inc | |||||||||||||||||||
| 12809 West Dodge Rd | Omaha | NE | 68154 | 470802396 | Managed Care | NE | CHI Nebraska | C Corporation | $8,129,445 | $5,108,822 | 1 | Yes (true) | |||||||
| All Saints Insurance Company SPC Ltd | |||||||||||||||||||
| 980556913 | Insurance | CHI | C Corporation | $0 | $0 | 1 | Yes (true) | PO BOX 10073 APO | Georgetown | GRAND CAYMAN | CJ | KY11001 | CJ | ||||||
| ALLIANCE HEALTH PROVIDERS OF BRAZOS Valley Inc | |||||||||||||||||||
| 2801 FRACNISCAN DRIVE | BRYAN | TX | 77802 | 742466914 | Healthcare | TX | SJSC | C Corporation | $204,115 | $535,165 | 1 | Yes (true) | |||||||
| Alternative Insurance Management Service Inc | |||||||||||||||||||
| 3900 OLYMPIC BLVD STE 400 | Erlanger | KY | 41018 | 841112049 | Management Services | CO | CHI | C Corporation | $0 | $6,056,338 | 1 | Yes (true) | |||||||
| AMERICAN NURSING CARE Inc | |||||||||||||||||||
| 1700 EDISON DR | MILFORD | OH | 45150 | 311085414 | HOME HEALTH | OH | CHS | C Corporation | $91,903,143 | $55,758,044 | 1 | Yes (true) | |||||||
| AMERIMED INC | |||||||||||||||||||
| 1700 EDISON DR | MILFORD | OH | 45150 | 311158699 | HOME HEALTH | OH | ANC | C Corporation | $21,464,273 | $12,744,198 | 1 | Yes (true) | |||||||
| BC HOLDING COMPANY INC | |||||||||||||||||||
| 1850 BLUEGRASS AVE | LOUISVILLE | KY | 40215 | 311542851 | Fitness Club | KY | JHSMH | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| BrazoSport Health Alliance | |||||||||||||||||||
| 1 WEST WAY COURT | LAKE JACKSON | TX | 77566 | 760518376 | Health Care | TX | BRHS | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| Caduceus Medical Associates INC | |||||||||||||||||||
| 5600 Brainerd Road Ste 500 | Chattanooga | TN | 37411 | 621570736 | Healthcare | TN | MHCS | C Corporation | $0 | $1,008 | 1 | Yes (true) | |||||||
| Captive Management Initiatives Ltd | |||||||||||||||||||
| 980663022 | Captive Management | CHI | C Corporation | $29,750 | $112,461 | 1 | Yes (true) | PO BOX 10073 APO | Georgetown | GRAND CAYMAN | CJ | KY11001 | CJ | ||||||
| Carmona-DeSoto Building Horizontal Property Regime Inc | |||||||||||||||||||
| 300 Werner St | Hot Springs | AR | 71913 | 710771076 | Healthcare | AR | CHI-SVHS | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| Catholic Health Initiatives Center for Translational Research | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 272269511 | Research | CO | CIRI | C Corporation | $510,763 | $3,054,989 | 1 | Yes (true) | |||||||
| CHI St Luke's Health Baylor College of Medicine Medical Center Condominium | |||||||||||||||||||
| 6624 Fannin STE 1100 | Houston | TX | 77030 | 465079545 | Condo Assoc | TX | CHI-SLHBCM | C Corporation | $0 | $0 | 1 | Yes (true) | Assoc | ||||||
| ClearRiver Health | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 464495960 | Insurance | TN | PHPSI | C Corporation | -$186,666 | $6,973,984 | 1 | Yes (true) | |||||||
| Comcare Services Inc | |||||||||||||||||||
| 5570 DTC Parkway | Englewood | CO | 80111 | 840904813 | Inactive | CO | CHIC | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| CONSOLIDATED HEALTH SERVICES | |||||||||||||||||||
| 1700 EDISON DR | MILFORD | OH | 45150 | 311378212 | HOME HEALTH | OH | CHI | C Corporation | $247,400 | $51,845,030 | 1 | Yes (true) | |||||||
| Des Moines Medical Center Inc | |||||||||||||||||||
| 1111 6TH AVE | Des Moines | IA | 50314 | 420837382 | Real Estate | IA | CHI-IA Corp | C Corporation | $71,628 | $1,151,078 | 0.93 | Yes (true) | |||||||
| Diversified Health Resources Inc | |||||||||||||||||||
| 100 MEDICAL DRIVE | LAKE JACKSON | TX | 77566 | 760222679 | Health Care | TX | BRHS | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| East Texas Clinical Services Inc | |||||||||||||||||||
| 2801 Via Fortuna 500 | Austin | TX | 78746 | 454736213 | Healthcare | TX | MHSET | C Corporation | $0 | $16,782 | 1 | Yes (true) | |||||||
| First Initiatives Insurance LTD | |||||||||||||||||||
| 980203038 | Insurance | CHI | C Corporation | $0 | $0 | 1 | Yes (true) | PO BOX 10073 APO | Georgetown | GRAND CAYMAN | CJ | KY11001 | CJ | ||||||
| Franciscan Services Inc | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 232487967 | Healthcare | CO | CHI | C Corporation | $318,497 | $11,891,645 | 1 | Yes (true) | |||||||
| Good Samaritan Outreach Services | |||||||||||||||||||
| PO Box 1990 | Kearney | NE | 68848 | 470659440 | Medical Clinic | NE | CHI Nebraska | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| HarvestPlains Health of Iowa | |||||||||||||||||||
| 32129 Weyerhaeuser Way S STE 201 | FEDERAL WAY | WA | 98001 | 473451750 | Insurance | WA | QCHPS | C Corporation | $2,182 | $3,002,182 | 1 | Yes (true) | |||||||
| Health Systems Enterprises Inc | |||||||||||||||||||
| 1700 EDISON DR | MILFORD | OH | 45150 | 470664558 | MGMT | NE | GSH | C Corporation | $84,269 | $1,115,210 | 1 | Yes (true) | |||||||
| Healthcare MGMT Services Organization INC | |||||||||||||||||||
| 1149 MARKET ST | Tacoma | WA | 98402 | 911865474 | Health Org. | WA | FHS | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| HeartlandPlains Health | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 464368223 | Insurance | NE | PHPSI | C Corporation | $1,755,860 | $3,679,133 | 1 | Yes (true) | |||||||
| Highline Medical Group | |||||||||||||||||||
| 15811 AMBUAN Blvd SW STE A | Burien | WA | 98166 | 911407026 | Medical Services | WA | HMC | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| Medquest | |||||||||||||||||||
| 1301 15TH AVENUE WEST | Williston | ND | 58801 | 450392137 | Sale of DME | ND | MMC Williston | C Corporation | $677,839 | $1,583,325 | 1 | Yes (true) | |||||||
| Memorial CV Service Line Management Company LLC | |||||||||||||||||||
| 1201 W Frank Ave | Lufkin | TX | 75904 | 463622849 | Heath Care | TX | MHSET | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| Mercy Park Apartments LTD | |||||||||||||||||||
| 1111 6th AVE | Des Moines | IA | 50314 | 421202422 | Housing | IA | CHI-IA Corp | C Corporation | $1,888,173 | $2,376,812 | 1 | Yes (true) | |||||||
| Mercy Services Corp | |||||||||||||||||||
| 2700 STEWART PARKWAY | Roseburg | OR | 97471 | 930824308 | Retail Sales | OR | MMC | C Corporation | $2,502,051 | $1,446,108 | 1 | Yes (true) | |||||||
| MHI Clinical Services | |||||||||||||||||||
| 1201 W Frank Ave | Lufkin | TX | 75904 | 461967952 | Healthcare | TX | MHSET | C Corporation | $10,063,699 | $1,339,619 | 1 | Yes (true) | |||||||
| Mountain Management Services Inc | |||||||||||||||||||
| 6028 Shallowford Rd | Chattanooga | TN | 37421 | 621570739 | MGMT SVC ORG | TN | MHCS | C Corporation | $31,344,101 | $6,237,932 | 1 | Yes (true) | |||||||
| Nazareth Assurance Company | |||||||||||||||||||
| 030304831 | Insurance | CHI | C Corporation | $0 | $0 | 1 | Yes (true) | PO BOX 10073 APO | Georgetown | GRAND CAYMAN | CJ | KY11001 | CJ | ||||||
| PATIENT TRANSPORT SERVICES INC | |||||||||||||||||||
| 1700 EDISON DR | MILFORD | OH | 45150 | 311100798 | HOME HEALTH | OH | ANC | C Corporation | $9,010,987 | $6,688,783 | 1 | Yes (true) | |||||||
| PhysicianHealth System Network | |||||||||||||||||||
| 1149 MARKET ST | Tacoma | WA | 98402 | 911746721 | Health Org. | WA | FHS | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| QCA Health Plan Inc | |||||||||||||||||||
| 12615 Chenal Parkway STE 300 | Little Rock | AR | 72211 | 710794605 | Insurance | AR | QCHI | C Corporation | $104,106,960 | $86,204,029 | 1 | Yes (true) | |||||||
| QualChoice Advantage | |||||||||||||||||||
| 32129 WEYERHAEUSER WAY S STE 201 | FEDERAL WAY | WA | 98001 | 473433912 | Insurance | WA | QCPS | C Corporation | $2,767 | $3,502,767 | 1 | Yes (true) | |||||||
| QualChoice Health Plan Services Inc (fka CollabHealth Plan Services Inc) | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 461224037 | Admin Services | CO | QCHI | C Corporation | $17,917,443 | $64,152,898 | 1 | Yes (true) | |||||||
| QualChoice Health Inc (fka CollabHealth Managed Solutions Inc) | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 461222808 | Holding Co | CO | CHI | C Corporation | $2,010,400 | -$2,237,656 | 1 | Yes (true) | |||||||
| QualChoice Holdings Inc | |||||||||||||||||||
| 12615 Chenal Parkway STE 300 | Little Rock | AR | 72211 | 274075520 | Holding Co | AR | PHPS | C Corporation | $0 | $10,190 | 1 | Yes (true) | |||||||
| QualChoice Life and Health Insurance Company Inc | |||||||||||||||||||
| 12615 Chenal Parkway STE 300 | Little Rock | AR | 72211 | 710386640 | Insurance | AR | QCH | C Corporation | $19,949,469 | $19,444,633 | 1 | Yes (true) | |||||||
| QualChoice of Nebraska | |||||||||||||||||||
| 2401 S 73rd St | Omaha | NE | 68124 | 810738827 | Insurance | NE | QCH | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| RiverLink Health | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 464380824 | Insurance | OH | PHPS | C Corporation | $2,069,874 | $3,679,879 | 1 | Yes (true) | |||||||
| RiverLink Health of Kentucky Inc | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 464828332 | Insurance | KY | PHPS | C Corporation | $1,590,037 | $5,958,786 | 1 | Yes (true) | |||||||
| Ross Park Pharmacy Inc | |||||||||||||||||||
| 380 SUMMIT AVE | STEUBENVILLE | OH | 43952 | 341832654 | Pharmacy | OH | THS | C Corporation | $1,104,611 | $2,024,431 | 1 | Yes (true) | |||||||
| Saint Clare's Primary Care Inc | |||||||||||||||||||
| 66 FORD RD | Denville | NJ | 07834 | 222441202 | Billing Services | NJ | SCCC | C Corporation | $499,042 | $1,183,247 | 1 | Yes (true) | |||||||
| SAMARITAN FAMILY CARE INC | |||||||||||||||||||
| 40 W FOURTH ST STE 1700 | Dayton | OH | 45402 | 311299450 | Healthcare | OH | SHP | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| SJH Services Corporation | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 232307408 | Healthcare | CO | FSI | C Corporation | $2,007,370 | $2,441,286 | 1 | Yes (true) | |||||||
| SJL PHYSICIAN MANAGEMENT SERVICES INC | |||||||||||||||||||
| 424 LEWIS HARGETT CR STE 160 | Lexington | KY | 40503 | 270164198 | Mgmt | KY | SJHS | C Corporation | $41 | $0 | 1 | Yes (true) | |||||||
| SLMT Parking Inc | |||||||||||||||||||
| 6624 Fannin STE 800 | Houston | TX | 77030 | 760637140 | Parking | TX | SLHS | C Corporation | $3,345,698 | $205,200 | 1 | Yes (true) | |||||||
| SoundPath Health Inc | |||||||||||||||||||
| 32129 Weyerhaeuser Way S STE 201 | Federal Way | WA | 98001 | 421720801 | Insurance | WA | PHPS | C Corporation | $138,106,211 | $32,840,909 | 1 | Yes (true) | |||||||
| St Alexius Health Services Inc | |||||||||||||||||||
| 900 East Broadway Avenue | Bismarck | ND | 58501 | 450402812 | Healthcare | ND | SAMC | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| St Anthony Development Company | |||||||||||||||||||
| 1415 Southgate | Pendleton | OR | 97801 | 931216943 | Athletic Club | OR | SAH | C Corporation | $1,541,465 | $2,192,287 | 1 | Yes (true) | |||||||
| St Joseph Development Company Inc | |||||||||||||||||||
| 1717 SOUTH J ST | Tacoma | WA | 98405 | 911480569 | Rental | WA | FSI | C Corporation | $3,758,845 | $12,828,493 | 1 | Yes (true) | |||||||
| ST JOSEPH OFFICE PARK ASSOCIATION | |||||||||||||||||||
| 1401 HARRODSBURG RD BLDG B70 | Lexington | KY | 40504 | 611079899 | Mgmt | KY | SJHS | C Corporation | $200,108 | $1,137,660 | 0.85 | Yes (true) | |||||||
| St Luke's 6620 Main Condominium Association | |||||||||||||||||||
| 6624 Fannin STE 1100 | Houston | TX | 77030 | 300355517 | Condo Assoc | TX | SLPC | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| St Luke's Anesthesiology Associates | |||||||||||||||||||
| 6624 Fannin STE 1100 | Houston | TX | 77030 | 461517163 | Medical Clinic | TX | CHI-SLH | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| St Luke's Episcopal Hospital Physician Hospital Organization Inc | |||||||||||||||||||
| 6720 Bertner MC4-262 | Houston | TX | 77030 | 760377932 | PHO | TX | CHI-SLH | C Corporation | $0 | $0 | 0.6 | Yes (true) | |||||||
| St Luke's Health System Holdings Inc | |||||||||||||||||||
| 6624 Fannin STE 800 | Houston | TX | 77030 | 760637138 | Holding Co | TX | SLHS | C Corporation | $2,163,924 | $4,389,084 | 1 | Yes (true) | |||||||
| St Luke's Medical Arts Center I Condominium Association | |||||||||||||||||||
| 6624 Fannin STE 1100 | Houston | TX | 77030 | 300355518 | Condo Assoc | TX | SLPC | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| St Luke's Medical Tower Condominium Association | |||||||||||||||||||
| 6624 Fannin STE 1100 | Houston | TX | 77030 | 760298751 | Condo Assoc | TX | SLMTC | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| St Vincent Community Health Services Inc | |||||||||||||||||||
| TWO ST VINCENT CIRCLE | Little Rock | AR | 72205 | 710710785 | Healthcare | AR | SVIMC | C Corporation | $4,033,444 | $16,764,150 | 1 | Yes (true) | |||||||
| StableView Health Inc | |||||||||||||||||||
| 198 INVERNESS DRIVE WEST | Englewood | CO | 80112 | 464373713 | Insurance | KY | PHPS | C Corporation | $301,615 | $5,787,296 | 1 | Yes (true) | |||||||
| Sugar Land Doctor Group | |||||||||||||||||||
| 1317 Lake Point Parkway | Sugar Land | TX | 77478 | 454270163 | Medical Clinic | TX | SLCDC-SL | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| The Texas Heart Institute at St Luke's Episcopal Hospital Denton A Cooley B | |||||||||||||||||||
| 6624 Fannin STE 1100 | Houston | TX | 77030 | 900064009 | Condo Assoc | TX | CHI-SLH | C Corporation | $0 | $0 | 1 | Yes (true) | uilding Comdominium Association | ||||||
| Towson Management Inc | |||||||||||||||||||
| 7601 OSLER DR | Towson | MD | 21204 | 521710750 | Mgmt Services | MD | FSI | C Corporation | $0 | $0 | 1 | Yes (true) | |||||||
| TRINITY MANAGEMENT SERVICES ORGANIZATION | |||||||||||||||||||
| 380 SUMMIT AVE | STEUBENVILLE | OH | 43952 | 341471026 | Mgmt Services | OH | THS | C Corporation | -$76,969 | $259,991 | 1 | Yes (true) | |||||||
| Vintage Doctor Group | |||||||||||||||||||
| 6624 Fannin STE 1100 | Houston | TX | 77030 | Medical Clinic | TX | CHI-SLH | C Corporation | $0 | $0 | 1 | Yes (true) | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (175 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| Alegent Health-Bergan Mercy Health System | |
| A | $17,924,743 |
| St Alexius | |
| A | $3,800,233 |
| St Rose Ambulatory (fka Central Kansas Medical Center) | |
| A | $115,072 |
| Catholic Health Initiatives-Colorado | |
| A | $10,183,554 |
| Catholic Health Initiatives-Iowa Corp | |
| A | $5,823,581 |
| CHI St Luke's - Lufkin | |
| A | $5,022,301 |
| Enumclaw Regional Hospital Association | |
| A | $721,288 |
| Flaget Healthcare | |
| A | $454,507 |
| Franciscan Health System | |
| A | $5,177,246 |
| Franciscan Villa of South Milwaukee Inc | |
| A | $128,569 |
| Good Samaritan Hospital | |
| A | $533,466 |
| The Good Samaritan Hospital of Cincinnati OH | |
| A | $3,383,751 |
| Highline Medical | |
| A | $5,526,321 |
| Good Samaritan Hospital | |
| A | $4,317,547 |
| Jewish Hospital & St Mary's Healthcare | |
| A | $18,399,502 |
| Lakewood Health Center | |
| A | $74,861 |
| Lisbon Area Health Services | |
| A | $29,726 |
| Memorial Health Care System Inc | |
| A | $11,129,468 |
| Mercy Medical Center | |
| A | $1,293,956 |
| Mercy Medical Center - Centerville | |
| A | $28,531 |
| Mercy Medical Center | |
| A | $1,032,471 |
| Oakes Community Hospital | |
| A | $236,063 |
| St Catherine Hospital | |
| A | $692,082 |
| Saint Elizabeth Regional Medical Center | |
| A | $2,943,334 |
| St Francis Medical Center | |
| A | $335,559 |
| St Joseph Community Health | |
| A | $64,313 |
| Saint Joseph Health System Inc | |
| A | $12,186,412 |
| St Joseph's Area Health Services | |
| A | $49,252 |
| St Joseph's Hospital and Health Center | |
| A | $4,914,076 |
| St Mary's Community Hospital | |
| A | $1,814,043 |
| St Vincent Infirmary Medical Center | |
| A | $9,241,166 |
| Unity Family Healthcare | |
| A | $703,726 |
| Villa Nazareth Inc | |
| A | $97,606 |
| CHI Health Connect at Home - Fargo | |
| A | $134,745 |
| St Luke's Hospital | |
| A | $29,274,867 |
| Harrison Medical Center | |
| A | $4,645,451 |
| CHI National Home Care | |
| A | $110,907 |
| Consolidated Health Services | |
| A | $10,551 |
| SFH-St Joseph Health System | |
| A | $1,290,629 |
| Centura Longmont | |
| A | $229,177 |
| CHI OPERATING INVESTMENT PROGRAM LP | |
| A | $4,632,686 |
| Alegent Health-Bergan Mercy Health System | |
| B | $626,776 |
| St Alexius | |
| B | $334,928 |
| Flaget Healthcare | |
| B | $98,229 |
| Good Samaritan Foundation of Cincinnati Inc | |
| B | $100,204 |
| Good Samaritan Hospital | |
| B | $193,316 |
| Jewish Hospital & St Mary's Healthcare | |
| B | $719,582 |
| Memorial Health Care System Inc | |
| B | $86,816 |
| Mercy Foundation Inc | |
| B | $223,698 |
| St Catherine Hospital | |
| B | $214,044 |
| St Francis Medical Center | |
| B | $94,343 |
| Saint Francis Medical Center | |
| B | $155,013 |
| Saint Joseph Health System Inc | |
| B | $341,264 |
| St Joseph's Area Health Services | |
| B | $57,144 |
| St Mary's Community Hospital | |
| B | $76,496 |
| St Vincent Infirmary Medical Center | |
| B | $342,165 |
| Franciscan Foundation | |
| B | $320,181 |
| Unity Family Healthcare | |
| B | $281,188 |
| KentuckyOne Health Inc | |
| B | $157,760 |
| Mercy Foundation | |
| B | $543,045 |
| CHI National Home Care | |
| D | $5,119,000 |
| Centura Longmont | |
| D | $34,057,225 |
| First Initiatives Insurance LTD | |
| F | $50,000,000 |
| CHI OPERATING INVESTMENT PROGRAM LP | |
| F | $7,454,266 |
| Alegent Health-Bergan Mercy Health System | |
| L | $273,386,974 |
| Baylor St Luke's Med Ctr McNair | |
| L | $339,249 |
| Baylor College of Medicine | |
| L | $73,968 |
| Bishop Drumm Retirement Center | |
| L | $465,220 |
| St Alexius | |
| L | $25,591,113 |
| Bluegrass Regional Imaging Center | |
| L | $173,546 |
| Carrington Health Center | |
| L | $3,860,904 |
| The Physican Network | |
| L | $350,088 |
| Catholic Health Initiatives-Colorado | |
| L | $18,730,212 |
| Catholic Health Initiatives-Iowa Corp | |
| L | $124,788,935 |
| Catholic Health Initiatives Center for Translational Research | |
| L | $331,012 |
| CHI St Luke's - Livingston | |
| L | $599,663 |
| CHI St Luke's - Lufkin | |
| L | $13,482,028 |
| CHI St Luke's - San Augustine | |
| L | $210,276 |
| Continuing Care Hospital | |
| L | $998,662 |
| Enumclaw Regional Hospital Association | |
| L | $1,351,184 |
| First Initiatives Insurance Ltd | |
| L | $358,533 |
| Flaget Healthcare | |
| L | $5,143,541 |
| Franciscan Health System | |
| L | $320,609,410 |
| Franciscan Villa of South Milwaukee Inc | |
| L | $2,553,491 |
| Fransician Medical Group | |
| L | $7,808,255 |
| Good Samaritan Hospital | |
| L | $3,277,542 |
| The Good Samaritan Hospital of Cincinnati OH | |
| L | $18,064,791 |
| Highline Medical | |
| L | $5,258,456 |
| Good Samaritan Hospital | |
| L | $9,100,022 |
| Jewish Hospital & St Mary's Healthcare | |
| L | $68,526,433 |
| KYOne Health Medical Group (fka Jewish Physician Group) | |
| L | $5,507,635 |
| Lakewood Health Center | |
| L | $3,185,535 |
| Lisbon Area Health Services | |
| L | $2,489,997 |
| Memorial Health Care System Inc | |
| L | $96,690,909 |
| Mercy Medical Center | |
| L | $30,852,850 |
| Mercy Hospital of Devils Lake | |
| L | $4,903,207 |
| Mercy Hospital of Valley City | |
| L | $3,029,937 |
| Mercy Medical Center - Centerville | |
| L | $522,562 |
| Mercy Medical Center | |
| L | $16,000,660 |
| Nebraska Heart Hospital | |
| L | $903,924 |
| Oakes Community Hospital | |
| L | $2,407,042 |
| St Anthony's Hospital Association | |
| L | $310,898 |
| St Anthony Hospital | |
| L | $9,837,839 |
| St Catherine Hospital | |
| L | $2,505,539 |
| Saint Elizabeth Regional Medical Center | |
| L | $4,026,136 |
| St Francis Medical Center | |
| L | $6,132,728 |
| Saint Francis Medical Center | |
| L | $2,241,132 |
| St Joseph Community Health | |
| L | $936,801 |
| St Joseph Development Company Inc | |
| L | $146,651 |
| St Joseph Health Ministries | |
| L | $370,395 |
| Saint Joseph Health System Inc | |
| L | $53,261,965 |
| St Joseph's Area Health Services | |
| L | $9,533,114 |
| St Joseph's Hospital and Health Center | |
| L | $10,437,542 |
| St Mary's Community Hospital | |
| L | $424,274 |
| St Vincent Infirmary Medical Center | |
| L | $94,266,977 |
| Sylvania Franciscan Health | |
| L | $362,264 |
| Regional Hospital for Respiratory and Complex Care | |
| L | $189,191 |
| Unity Family Healthcare | |
| L | $11,993,915 |
| Villa Nazareth Inc | |
| L | $3,292,176 |
| CHI Health Connect at Home - Fargo | |
| L | $841,758 |
| KentuckyOne Health Inc | |
| L | $113,998,992 |
| St Luke's Hospital | |
| L | $121,794,044 |
| Harrison Medical Center | |
| L | $10,238,896 |
| Hot Springs | |
| L | $6,002,827 |
| CHI National Services | |
| L | $610,128 |
| CHI Institute for Research & Innovation | |
| L | $491,921 |
| Consolidated Health Services | |
| L | $25,896,401 |
| Prominence Health Plan Services FKA CollabHealth Plan Services | |
| L | $7,449,707 |
| CHI National Foundation | |
| L | $526,828 |
| SFH-Franciscan Living Communities | |
| L | $1,145,573 |
| SFH-Trinity Hospital Twin City | |
| L | $376,622 |
| SFH-Trinity Health System | |
| L | $1,189,798 |
| SFH-St Joseph Health System | |
| L | $25,128,373 |
| Centura Longmont | |
| L | $537,275 |
| SKIFF | |
| L | $797,678 |
| CHI ST LUKE'S HEALTH- BRAZOSPORT | |
| L | $148,278 |
| Physician Services (CHIPS Entities) | |
| L | $42,380,157 |
| Alegent Health-Bergan Mercy Health System | |
| S | $18,005,255 |
| St Alexius | |
| S | $1,974,708 |
| St Rose Ambulatory (fka Central Kansas Medical Center) | |
| S | $761,431 |
| Catholic Health Initiatives-Colorado | |
| S | $5,964,421 |
| Catholic Health Initiatives-Iowa Corp | |
| S | $6,876,840 |
| Enumclaw Regional Hospital Association | |
| S | $688,443 |
| Flaget Healthcare | |
| S | $1,963,432 |
| Franciscan Health System | |
| S | $10,911,953 |
| Franciscan Villa of South Milwaukee Inc | |
| S | $358,239 |
| Good Samaritan Hospital | |
| S | $3,436,993 |
| The Good Samaritan Hospital of Cincinnati OH | |
| S | $12,977,920 |
| Highline Medical | |
| S | $3,535,708 |
| Good Samaritan Hospital | |
| S | $7,249,363 |
| Jewish Hospital & St Mary's Healthcare | |
| S | $10,426,477 |
| Lakewood Health Center | |
| S | $360,843 |
| Lisbon Area Health Services | |
| S | $196,681 |
| Memorial Health Care System Inc | |
| S | $10,264,457 |
| Mercy Medical Center | |
| S | $2,169,643 |
| Mercy Medical Center - Centerville | |
| S | $188,791 |
| Mercy Medical Center | |
| S | $1,133,765 |
| Oakes Community Hospital | |
| S | $205,470 |
| St Catherine Hospital | |
| S | $896,207 |
| Saint Elizabeth Regional Medical Center | |
| S | $3,093,780 |
| St Francis Medical Center | |
| S | $628,074 |
| St Joseph Community Health | |
| S | $74,809 |
| Saint Joseph Health System Inc | |
| S | $14,912,960 |
| St Joseph's Area Health Services | |
| S | $237,413 |
| St Joseph's Hospital and Health Center | |
| S | $1,808,775 |
| St Mary's Community Hospital | |
| S | $1,459,842 |
| St Vincent Infirmary Medical Center | |
| S | $13,516,206 |
| Unity Family Healthcare | |
| S | $955,452 |
| Villa Nazareth Inc | |
| S | $636,994 |
| CHI Health Connect at Home - Fargo | |
| S | $159,446 |
| St Luke's Hospital | |
| S | $10,005,607 |
| Harrison Medical Center | |
| S | $4,945,003 |
| CHI St Luke's - Lufkin | |
| S | $2,978,908 |
| SFH-St Joseph Health System | |
| S | $679,707 |
| Consolidated Health Services | |
| S | $1,066,338 |