Bon Secours Kentucky Health System Foundation Inc: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- Bon Secours Kentucky Health System Foundation Inc (EIN 61-1381952)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2016-06-27
- IRS object ID
- 201641799349300784
- Schema version
- 2014v6.0
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-27T13:55:29-05:00 | ReturnTs |
| Tax Period End | 2015-08-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611381952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bon Secours Kentucky Health System | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BONS | BusinessNameControlTxt |
| Phone | 6068333333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | St Christopher Drive | AddressLine1Txt |
| City | Ashland | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joe Buchheit | PersonNm |
| Person Title | CFO - BSKHS | PersonTitleTxt |
| Phone | 6068333655 | PhoneNum |
| Signature | 2016-06-27 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Chuck Charles | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | St Christopher Drive | AddressLine1Txt |
| City | Ashland | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,199,536 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.olbhfoundation.com/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | The Foundation raises funds to support the healthcare mission of OLBH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 125 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,088,528 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,124,704 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $168,645 | PYInvestmentIncomeAmt |
| CY Investment Income | $44,418 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,915 | PYOtherRevenueAmt |
| CY Other Revenue | -$3,409 | CYOtherRevenueAmt |
| PY Total Revenue | $1,263,088 | PYTotalRevenueAmt |
| CY Total Revenue | $1,165,713 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $465,122 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $340,181 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $283,782 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $331,307 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $344,787 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $154,762 | PYOtherExpensesAmt |
| CY Other Expenses | $219,791 | CYOtherExpensesAmt |
| PY Total Expenses | $903,666 | PYTotalExpensesAmt |
| CY Total Expenses | $891,279 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $359,422 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $274,434 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,614,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,776,211 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,614,130 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,776,211 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission is to bring compassion to health care and to be good help to those in need, especially those who are poor and dying. As a system of caregivers, we commit ourselves to help bring people and communities to health and wholeness. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $497,235 | ExpenseAmt |
| Grant | $340,181 | GrantAmt |
| Revenue | $1,124,704 | RevenueAmt |
| Desc | Bon Secours Kentucky Health System Foundation, Inc., ("BSKHSF") is an IRC 501(c)(3) organization established to support Bon Secours Kentucky Health System, Inc., ("BSKHS") and raise funds to assist in meeting the constant demands of the ever-evolving field of health care. These funds allow for the creation of new services, the purchase of new equipment, and the provision of charitable health care services. BSKHSF is an integral part of Bon Secours Health System, Inc.,("BSHSI") a caring community called together to make visible God's love and compassion. As a Catholic ministry, BSKHSF's and BSHSI's mission is to work with others embracing the challenge of making wise and just decisions to foster an environment of healing for patients, staff, partners, and communities. Recognizing the dignity of each human being, BSKHSF and BSHSI relentlessly seek healing and wholeness for all peoples, especially those who are vulnerable, poor, or dying. | Desc |
| Total Program Service Expenses | $497,235 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aaron Akers | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6068334136 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Ashland Drive | AddressLine1Txt |
| City | Ashland | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Cindy Blanton | ||||||||
| Board Member | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jerry Brienza | ||||||||
| Chairman | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Cheryl Cook MD | ||||||||
| Board Member | 0.50 | 49.50 | Yes (X) | $0 | $156,185 | $18,552 | ||
| Robert Conley JD | ||||||||
| Board Member | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Linda Dalton | ||||||||
| Board Member | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sheila Fraley | ||||||||
| Board Member (Jun-Aug) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michele Friday MD | ||||||||
| Board Member | 0.50 | 49.50 | Yes (X) | $0 | $651,496 | $31,848 | ||
| Marguerite Gilner | ||||||||
| President | 1.00 | 49.00 | Yes (X) | $0 | $133,400 | $11,309 | Yes (X) | |
| Kevin Halter FACHE | ||||||||
| Board Member/CEO-BSKY | 10.00 | 40.00 | Yes (X) | $0 | $477,490 | $54,826 | Yes (X) | |
| James King | ||||||||
| Board Member | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kelly Lopez | ||||||||
| Board Member | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Stephen McGinnis Esq | ||||||||
| Board Member | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RB McKenzie | ||||||||
| Board Member | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Priscilla Merritt | ||||||||
| Board Member | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Don Moore | ||||||||
| Board Member (Jun-Aug) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Mullen | ||||||||
| Board Member | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kim Nall | ||||||||
| Board Member | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lauren Triplett-Schwickart MD | ||||||||
| Board Member (Jun-Aug) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Frank Warnock Esq | ||||||||
| Board Member | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Joe Buchheit | ||||||||
| Treasurer/CFO-BSKY | 1.00 | 49.00 | $0 | $331,669 | $28,215 | Yes (X) | ||
| Alanea DeBoard | ||||||||
| Secretary | 0.50 | 39.50 | $0 | $26,211 | $25,331 | Yes (X) | ||
| Lola Mayne | ||||||||
| Treasurer | 0.50 | 39.50 | $0 | $61,651 | $2,197 | Yes (X) | ||
| Chuck Charles | ||||||||
| VP Foundation | 50.00 | 0.00 | $0 | $187,029 | $4,026 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,025,131 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $176,304 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $47,936 | FundraisingAmt |
| Related Organizations | $795,583 | RelatedOrganizationsAmt |
| All Other Contributions | $281,185 | AllOtherContributionsAmt |
| Total Contributions | $1,124,704 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,418 | TotalRevenueColumnAmt |
| Exclusion | $44,418 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $30,414 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $47,936 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $33,823 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,409 | TotalRevenueColumnAmt |
| Exclusion | -$3,409 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,165,713 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $41,009 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,432 | TotalAmt |
| Program Services | $298,432 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,749 | TotalAmt |
| Program Services | $41,749 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,451 | TotalAmt |
| Program Services | $54,690 | ProgramServicesAmt |
| Management And General | $27,345 | ManagementAndGeneralAmt |
| Fundraising | $191,416 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,136 | TotalAmt |
| Program Services | $227 | ProgramServicesAmt |
| Management And General | $114 | ManagementAndGeneralAmt |
| Fundraising | $795 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,926 | TotalAmt |
| Program Services | $8,185 | ProgramServicesAmt |
| Management And General | $4,093 | ManagementAndGeneralAmt |
| Fundraising | $28,648 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,794 | TotalAmt |
| Program Services | $3,159 | ProgramServicesAmt |
| Management And General | $1,579 | ManagementAndGeneralAmt |
| Fundraising | $11,056 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,110 | TotalAmt |
| Program Services | $9,822 | ProgramServicesAmt |
| Management And General | $4,911 | ManagementAndGeneralAmt |
| Fundraising | $34,377 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,226 | TotalAmt |
| Program Services | $13,845 | ProgramServicesAmt |
| Management And General | $6,923 | ManagementAndGeneralAmt |
| Fundraising | $48,458 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,957 | TotalAmt |
| Program Services | $591 | ProgramServicesAmt |
| Management And General | $296 | ManagementAndGeneralAmt |
| Fundraising | $2,070 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Purchased Services | $96,061 | $66,047 | $3,752 | $26,262 |
| Prof Org. Dues | $2,437 | $488 | $244 | $1,705 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $891,279 | TotalAmt |
| Program Services | $497,235 | ProgramServicesAmt |
| Management And General | $49,257 | ManagementAndGeneralAmt |
| Fundraising | $344,787 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $713,187 | BOYAmt |
| EOY | $688,096 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,174 | BOYAmt |
| EOY | $61,845 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,749,769 | BOYAmt |
| EOY | $3,026,270 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,614,130 | BOYAmt |
| EOY | $3,776,211 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $713,187 | BOYAmt |
| EOY | $688,096 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,576,840 | BOYAmt |
| EOY | $1,758,307 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,324,103 | BOYAmt |
| EOY | $1,329,808 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,614,130 | BOYAmt |
| EOY | $3,776,211 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,614,130 | BOYAmt |
| EOY | $3,776,211 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $274,434 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$73,743 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$38,610 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $934,988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,211,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $865,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,088,528 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,124,704 | CurrentTaxYearAmt |
| Total | $5,224,672 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $934,988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,211,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $865,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,088,528 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,124,704 | CurrentTaxYearAmt |
| Total | $5,224,672 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,109,269 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,115,403 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,158 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,688 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,418 | CurrentTaxYearAmt |
| Total | $329,119 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,198 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,869 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,446 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,414 | CurrentTaxYearAmt |
| Total | $168,119 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,721,910 | TotalSupportAmt |
| Public Support CY170 | 0.71920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Fundraising Revenue - 2010 Amount: $ 26,198. 2011 Amount: $ 41,869. 2012 Amount: $ 34,192. 2013 Amount: $ 35,446. 2014 Amount: $ 30,414. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,324,103 | BeginningYearBalanceAmt |
| Contributions | $5,705 | ContributionsAmt |
| End Year Balance | $1,329,808 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,619,169 | BeginningYearBalanceAmt |
| Contributions | $32,992 | ContributionsAmt |
| Investment Earnings Or Losses | $297,503 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $29,583 | GrantsOrScholarshipsAmt |
| Other Expenditures | $595,978 | OtherExpendituresAmt |
| End Year Balance | $1,324,103 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,569,829 | BeginningYearBalanceAmt |
| Contributions | $4,562 | ContributionsAmt |
| Investment Earnings Or Losses | $89,914 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $45,136 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,619,169 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,435,686 | BeginningYearBalanceAmt |
| Contributions | $60,333 | ContributionsAmt |
| Investment Earnings Or Losses | $94,498 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,688 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,569,829 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,407,591 | BeginningYearBalanceAmt |
| Contributions | $19,707 | ContributionsAmt |
| Investment Earnings Or Losses | $97,532 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $30,251 | GrantsOrScholarshipsAmt |
| Other Expenditures | $58,893 | OtherExpendituresAmt |
| End Year Balance | $1,435,686 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.34000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The intended uses vary signficantly, but all relate to the purpose of the Foundation. Uses include but are not limited to eye care procedures, patient benevolence needs, employee support and other patient needs such as oncology and pediatic services. |
| Part X, Line 2: | Schedule D, Part X, Line 2 requires that the organization provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under ASC 740. ASC 740 addresses the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribes a threshold of more-likely-than-not for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The adoption of ASC 740 by BSHSI on September 1, 2007 did not have a material impact on BSHSI's consolidated financial statements. As the organization does not conduct a separate audit of its financial statements, below is the related statement from the Bon Secours Health System, Inc. consolidated audited financial statements: The System and most of its subsidiaries (including certain joint venture entities) are exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. The system accounts for uncertain tax positions in accordance with ASC Topic 740. The System's taxable subsidiaries have approximately $84,748 and $61,513 of net operating loss carryforwards as of August 31, 2015 and 2014, respectively, which expire in varying periods through 2035 and are available to offset future taxable income. The System's deferred tax assets are fully reserved at August 31, 2015 and 2014 as the System considers it more likely than not that these amounts will not be recognized. Any changes to the valuation allowance on the deferred tax asset are reflected in the year of the change. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Halloween Bash | Event1Nm |
| Gross Receipts Event1 | $60,461 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $40,918 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,543 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $7,833 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,600 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $8,881 | OtherDirectExpensesEvent1Amt |
| Event2 | Bourbon BBQ | Event2Nm |
| Gross Receipts Event2 | $17,889 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $7,018 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,871 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $9,360 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $3,928 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $600 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,621 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $78,350 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $47,936 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $30,414 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $9,360 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $11,761 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,200 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,502 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $33,823 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,409 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Our Lady Bellefonte Hospital | |||||||
| 1000 St Christopher Dr | Ashland | KY | 41101 | 611356023 | 501(C)(3) | $192,450 | General Support |
| Highlands Museum & Discovery | |||||||
| 1620 Winchester Ave | Ashland | KY | 41101 | 311061542 | 501(C)(3) | $8,125 | Fundraising Community Support Events |
| American Cancer Society | |||||||
| 801 Roeder Rd Ste 801 | Silver Spring | MD | 20910 | 522340031 | 501(C)(3) | $5,000 | Fundraising Community Support Events |
| Members Choice Credit Union | |||||||
| PO Box 1468 | Ashland | KY | 41105 | 616029190 | 501(C)(14) | $5,000 | Memorial Fundraiser |
| Summer Motion | |||||||
| PO Box 1643 | Ashland | KY | 41105 | 311695435 | 501(C)(3) | $5,000 | Community Support Summer Events |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Patient Benevolence | 20 | $3,779 |
| Prescription & Eyecare Assistance | 32 | $4,502 |
| Employee Benevolence | 93 | $9,075 |
| Scholarships | 11 | $7,277 |
| Dental Grant | 23 | $17,116 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The organization complies with Bon Secours Health System, Inc.'s system-wide financial and accounting policies. Contributions are generally made as reimbursements for funds spent. In such cases, the donee/grantee organization must provide documentation to the filing organization before funds are approved for disbursement. The Community Support Committee approves all grant requests. All documentation on disbursements is kept in the Foundation office. Quarterly expenditure reports are requested from the recipients. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cheryl Cook MD | ||||||||||||||
| Board Member | $0 | $139,883 | $0 | $15,821 | $0 | $481 | $0 | $7,237 | $0 | $11,315 | $0 | $174,737 | $0 | $0 |
| Michele Friday MD | ||||||||||||||
| Board Member | $0 | $490,718 | $0 | $159,328 | $0 | $1,450 | $0 | $4,312 | $0 | $27,536 | $0 | $683,344 | $0 | $0 |
| Kevin Halter FACHE | ||||||||||||||
| Board Member/CEO-BSKY | $0 | $321,216 | $0 | $110,244 | $0 | $46,030 | $0 | $24,861 | $0 | $29,965 | $0 | $532,316 | $0 | $3,452 |
| Joe Buchheit | ||||||||||||||
| Treasurer/CFO-BSKY | $0 | $225,440 | $0 | $65,389 | $0 | $40,840 | $0 | $9,647 | $0 | $18,568 | $0 | $359,884 | $0 | $0 |
| Chuck Charles | ||||||||||||||
| VP Foundation | $0 | $136,017 | $0 | $30,804 | $0 | $20,208 | $0 | $2,980 | $0 | $1,046 | $0 | $191,055 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | Bon Secours Health System, Inc., a related organization of the filing organization, uses the following to establish the compensation of the organization's CEO/Executive Director: Compensation Committee Independent Compensation Consultant Written Employment Contract Compensation Survey or Study Approval by the Board or Compensation Committee |
| Part I, Line 4b | The filing organization participates in a BSHSI sponsored executive retirement program that allows for deposits into additional retirement plans and available only to officers and key employees. The 457F plan is a non-qualified plan and is subject to a minimum three-year service requirement before vesting on deposits made into this plan. Individuals that received a distribution include: Kevin Halter, FACHE, $4,608. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | Bon Secours Health System, Inc. is the sole member of Bon Secours Kentucky Health System, which in turn is the sole member of Bon Secours Kentucky Health System Foundation, Inc. |
| Form 990, Part VI, Section A, line 7a | The governing body of Bon Secours Kentucky Health System Foundation, Inc. is appointed by its Member, Bon Secours Kentucky Health System, Inc. and subject to approval by Bon Secours Health System, Inc. |
| Form 990, Part VI, Section A, line 7b | Certain authorities of Bon Secours Kentucky Health System Foundation, Inc. are reserved to its member or to Bon Secours Health System, Inc. |
| Form 990, Part VI, Section B, line 11 | The process the organization uses to review the Form 990 consists of a review by the local system's audit and compliance board-committee and providing the form to the local system board of directors to allow for a thorough review by both before the filing date. The local system's audit and compliance committee and board of directors have reviewed the Form 990, scheduled time on meeting agendas, and asked questions regarding the Form 990 before the return is filed. |
| Form 990, Part VI, Section B, line 12c | The organization regularly and consistently monitors compliance with the conflict of interest policy. On an annual basis, all persons subject to the policy, including all officers, directors and key employees are required to make certain disclosures. These include disclosures related to certain personal, financial and organizational relationships that may present a conflict, or the appearance of a conflict of interest with the organization. All disclosures go through a three-part review process: (1) disclosures are reviewed first by the corporate responsibility officer (CRO); (2) a governance team comprised of the CEO, board president, board chair, CRO, and the BSHSI CRO participate in a second review of all disclosures during which recommendations are made as to the resolution of any conflicts or potential conflicts. Depending on the facts and circumstances, resolutions may include ongoing disclosure, recusal or removal of the conflict; and (3) all disclosures and recommendations are reviewed by a board committee (audit and compliance committee reviews the disclosures of management and the governance committee reviews the disclosures of the board and board committee members). |
| Form 990, Part VI, Section B, line 15b | The compensation committee of the board of Bon Secours Health System, Inc. (BSHSI) engages in a comprehensive process for the oversight and management of remuneration for executive employees and disqualified parties of the BSHSI. The compensation committee consists of a group of independent board members and engages an independent external compensation consultant to ensure they receive appropriate analysis of market and follow the practices necessary to obtain full compliance with the IRS' rebuttable presumption of reasonableness. The committee establishes and maintains a compensation philosophy; reviews pay practices against local, regional and national healthcare organizations and approves all remunerative decisions for this group of individuals. The committee reviews and receives assurances that all levels of pay within the organization are reasonable based on performance and validates incentives are met. These decisions are documented in the BSHSI board of directors and compensation committee minutes. Compensation Process Other Officers/ Key Employees: For those key employees and highest paid employees that are not reviewed by the BSHSI compensation committee, the process included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. In the review, the other officers or key employees of the organization were compared to other hospitals' employees in the area that hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in human resources. |
| Form 990, Part VI, Section C, line 19 | The filing organization makes all documents available to the general public upon request. |
| Form 990, Part VII - Additional Disclosure: | Board Member positions are generally voluntary in nature. Compensated employees of the filing organization and other related organizations who also hold board positions are compensated only in relation to their employment and do not receive additional compensation for their board responsibilities. |
| Form 990, Part XI, line 9: | Pledge Allowance -38,610. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Our Lady of Bellefonte Hospital Inc | |||||||||||
| 1000 St Christopher Drive | Ashland | KY | 41101 | 611356023 | Healthcare | KY | 501(c)(3) | Line 3 | Bon Secours Kentucky Health System | 0 | |
| Bon Secours Health System Inc | |||||||||||
| 1505 Marriottsville Road | Marriottsville | MD | 21104 | 521301088 | Parent Org. - Management Services | MD | 501(c)(3) | Line 11c, III-FI | Bon Secours Inc | 0 | |
| Bellefonte Physician Services Inc | |||||||||||
| 1000 St Christopher Drive | Ashland | KY | 41101 | 352320780 | Physicians Practices | KY | 501(c)(3) | Line 9 | Bons Secours Kentucky Health System | 0 | |
| Bon Secours Kentucky Health System Inc | |||||||||||
| 1000 St Christopher Drive | Ashland | KY | 41101 | 611356024 | Local System Parent Org. | KY | 501(c)(3) | Line 11c, III-FI | Bon Secours Health System Inc | 0 | |
| Our Lady of Bellefonte Hospital Auxiliary | |||||||||||
| 1000 St Christopher Drive | Ashland | KY | 41101 | 610488859 | Fundraising for OLBH and Foundation | KY | 501(c)(3) | 0 | N/A | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |