CARONDELET HEALTH: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CARONDELET HEALTH (EIN 43-1276738)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201501349349304445
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T14:12:50-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 East Fifth Street Suite 1900 | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431276738 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carondelet Health | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 8169424400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Carondelet Drive | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 641144673 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steve Cleary | PersonNm |
| Person Title | Director of Taxation | PersonTitleTxt |
| Phone | 8169424400 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cody Cain | PreparerPersonNm |
| PTIN | P00902498 | PTIN |
| Phone | 5137847100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Steve Cleary | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Carondelet Drive | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 641144673 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,946,433 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.carondelethealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | Provide compassionate, quality health care for the body, mind & spirit. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 223 | TotalEmployeeCnt |
| Total Volunteers | 52 | TotalVolunteersCnt |
| Total Gross UBI | $101,741 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$8,250 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,411 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $42,165,349 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,510,222 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,840,790 | PYInvestmentIncomeAmt |
| CY Investment Income | $602,619 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,495,861 | PYOtherRevenueAmt |
| CY Other Revenue | $2,140,614 | CYOtherRevenueAmt |
| PY Total Revenue | $48,518,411 | PYTotalRevenueAmt |
| CY Total Revenue | $39,253,455 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $101,719 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,520,926 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,363,385 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,262,608 | PYOtherExpensesAmt |
| CY Other Expenses | $27,358,840 | CYOtherExpensesAmt |
| PY Total Expenses | $40,783,534 | PYTotalExpensesAmt |
| CY Total Expenses | $40,823,944 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,734,877 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,570,489 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $68,684,078 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,918,101 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $49,557,948 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $63,031,374 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,126,130 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,886,727 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Carondelet Health (CH) is a Catholic organization dedicated to the healing ministry of Jesus Christ. Our commitment to human dignity compels us to provide compassionate, quality health care for the body, mind and spirit, with a special concern for the poor. We are responsible stewards serving the needs of all people from conception to death. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $36,611,941 | ExpenseAmt |
| Grant | $101,719 | GrantAmt |
| Revenue | $36,570,334 | RevenueAmt |
| Desc | Providing St. Joseph Medical Center, St. Mary's Medical Center, Carondelet Home Care Services, Carondelet Cardiology Services, Inc., St. Joseph Medical Center Foundation and St. Mary's Medical Center Foundation with management services and support. Carondelet Health is comprised of two acute care hospitals (St. Joseph Medical Center and St. Mary's Medical Center), a home health agency and two Foundations. Carondelet Health serves the south and eastern metropolitan areas of Kansas City. The combined primary and secondary service areas of the two hospitals reach approximately two-thirds of the entire Kansas City population of 1.6 million people. Carondelet Health seeks to improve the physical, mental, social and spiritual health status of its surrounding community. See Schedule O for Community Benefit Report. | Desc |
| Total Program Service Expenses | $36,611,941 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 223 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steve Cleary | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8169424400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Carondelet Drive | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 64114 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Hokanson | ||||||||||
| Chairperson | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Mary Joan Harris CSJ PhD | ||||||||||
| Vice Chairperson | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Faith Wilson PhD | ||||||||||
| Secretary | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Fleury Yelvington | ||||||||||
| CEO/President | 40.00 | 6.00 | Yes (X) | Yes (X) | $1,170,800 | $0 | $37,924 | |||
| Rene Bollier MD | ||||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| John J Borsa MD | ||||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Fenner PhD | ||||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Patrick Greenwood MD | ||||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert J Henkel | ||||||||||
| Board Member | 1.00 | 50.00 | Yes (X) | $0 | $4,376,097 | $69,523 | ||||
| Joseph Houlehan | ||||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph R Impicciche | ||||||||||
| Board Member | 1.00 | 50.00 | Yes (X) | $0 | $3,102,348 | $115,026 | ||||
| Quentin Jennings | ||||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas McCullough | ||||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bonnie Phipps | ||||||||||
| Board Member | 1.00 | 50.00 | Yes (X) | $0 | $1,809,356 | $25,111 | ||||
| Edward J Reardon II | ||||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ann Schorgheide CSJ PhD | ||||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Anthony J Speranzo | ||||||||||
| Board Member | 1.00 | 50.00 | Yes (X) | $0 | $5,530,530 | $67,180 | ||||
| Steve Cleary | ||||||||||
| CFO | 40.00 | 8.00 | Yes (X) | $349,261 | $0 | $37,977 | ||||
| Michael Dorsey | ||||||||||
| CEO - SJMC | 40.00 | 6.00 | $412,527 | $0 | $36,617 | Yes (X) | ||||
| Annette Small | ||||||||||
| CEO - SMMC | 40.00 | 4.00 | $214,961 | $0 | $37,772 | Yes (X) | ||||
| Stephen Stoops MD | ||||||||||
| Medical Director | 40.00 | 0.00 | $383,663 | $0 | $40,006 | Yes (X) | ||||
| Donna Sumner | ||||||||||
| Intern - VP Human Resources | 40.00 | 1.00 | $170,790 | $0 | $22,040 | Yes (X) | ||||
| David Ireland | ||||||||||
| Director Carondelet Heart | 40.00 | 0.00 | $239,668 | $0 | $18,370 | Yes (X) | ||||
| Dorene Shipley | ||||||||||
| Foundation Director | 40.00 | 40.00 | $159,251 | $0 | $19,383 | Yes (X) | ||||
| Melinda Carter | ||||||||||
| Director Pharmacy | 40.00 | 0.00 | $154,252 | $0 | $15,621 | Yes (X) | ||||
| Amy Mehaffey | ||||||||||
| Regional Dir of Cardiology Services | 40.00 | 0.00 | $135,873 | $0 | $27,410 | Yes (X) | ||||
| Larry Rubin End 212 | ||||||||||
| Former VP Facility Management | 0.00 | 0.00 | $34,989 | $0 | $0 | Yes (X) | ||||
| Ginger Bliss End 513 | ||||||||||
| Former VP Strategic Planning | 0.00 | 0.00 | $250,172 | $0 | $14,954 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,676,207 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $14,818,331 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $584,914 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hall Render Killian Heath & Lyman | |||||
| 201 W Beaver Rd Ste 315 | Troy | MI | 48084 | Legal Services | $880,515 |
| Ceilo Inc | |||||
| 200 S Executive Drive Suite 400 | Brookfield | WI | 53005 | Recruiting Services | $515,559 |
| KCCA Lees's Summit Ventures LLC | |||||
| 3200 NE Ralph Powell Rd | Lees Summit | MO | 64064 | Real Estate | $368,750 |
| Beacon Partners | |||||
| 97 Libbey Parkway suite 400 | Weymouth | MA | 02189 | IS Consulting | $206,529 |
| McKesson Technologies Inc | |||||
| PO Box 933027 | Atlanta | GA | 31193 | Software Support | $135,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Intercompany Admin Rev | Desc |
| Business | 621990 | BusinessCd |
| Total Revenue Column | $36,510,222 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,510,222 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,510,222 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $602,619 | TotalRevenueColumnAmt |
| Exclusion | $602,619 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $776,488 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $692,978 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $83,510 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,510 | TotalRevenueColumnAmt |
| Exclusion | $83,510 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Eqty In Earnings - Sub | 621990 | $1,882,651 | $1,882,651 | |
| Security Services | 621990 | $101,741 | $101,741 | |
| BHS/LTC Reimbursement | 621990 | $12,600 | $12,600 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,112 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,112 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,057,104 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,253,455 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,570,334 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $101,741 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,581,380 | 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 | $101,719 | TotalAmt |
| Program Services | $101,719 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,057,789 | TotalAmt |
| Management And General | $3,057,789 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,793,407 | TotalAmt |
| Management And General | $7,793,407 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,857 | TotalAmt |
| Management And General | $99,857 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,731,367 | TotalAmt |
| Management And General | $1,731,367 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,965 | TotalAmt |
| Management And General | $680,965 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $954,395 | TotalAmt |
| Management And General | $954,395 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,004 | TotalAmt |
| Management And General | $122,004 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,489,985 | TotalAmt |
| Management And General | $7,489,985 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,711 | TotalAmt |
| Management And General | $107,711 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $870,279 | TotalAmt |
| Management And General | $870,279 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,236,579 | TotalAmt |
| Management And General | $9,236,579 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,024,691 | TotalAmt |
| Management And General | $2,024,691 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,731 | TotalAmt |
| Management And General | $48,731 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,798 | TotalAmt |
| Management And General | $7,798 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,399,128 | TotalAmt |
| Management And General | $1,399,128 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,497,789 | TotalAmt |
| Management And General | $1,497,789 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,758 | TotalAmt |
| Management And General | $120,758 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| Restructuring Expenses | $1,765,086 | $1,765,086 | |
| Purchased Services | $735,073 | $735,073 | |
| Credit Card Trans Fees | $193,494 | $193,494 | |
| CH Unassigned Expense | $0 | -$36,510,222 | $36,510,222 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $785,339 | TotalAmt |
| Management And General | $785,339 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,823,944 | TotalAmt |
| Program Services | $36,611,941 | ProgramServicesAmt |
| Management And General | $4,212,003 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $673,883 | BOYAmt |
| EOY | $512,950 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,274 | BOYAmt |
| EOY | $106,953 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $758,079 | BOYAmt |
| EOY | $1,557,597 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $45,821,994 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,084,214 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,161,868 | BOYAmt |
| EOY | $31,737,780 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,774,641 | BOYAmt |
| EOY | $1,015,026 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,057,333 | BOYAmt |
| EOY | $31,987,795 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,684,078 | BOYAmt |
| EOY | $66,918,101 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,405,839 | BOYAmt |
| EOY | $3,831,682 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,152,109 | BOYAmt |
| EOY | $59,199,692 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,557,948 | BOYAmt |
| EOY | $63,031,374 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,126,130 | BOYAmt |
| EOY | $3,886,727 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,126,130 | BOYAmt |
| EOY | $3,886,727 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,684,078 | BOYAmt |
| EOY | $66,918,101 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,570,489 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $995,138 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$14,664,052 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| St Joseph Medical Center | |||||
| 440546292 | 3 - Hospital | 0 | Yes (1) | Yes (1) | $0 |
| St Mary's Medical Center | |||||
| 431284526 | 3 - Hospital | 0 | Yes (1) | Yes (1) | $0 |
| Carondelet Home Care Sevices | |||||
| 431379352 | 3 - Hospital | 0 | Yes (1) | Yes (1) | $0 |
| Carondelet Cardiology Services Inc | |||||
| 271322670 | 509(a)(3) | 0 | Yes (1) | Yes (1) | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 11(h): | FormAndLineReferenceDesc |
| Explanation | The amount of support totaling $36,510,222 is provided to the following supported organizations: St. Mary's Medical Center, St. Joseph Medical Center, Carondelet Cardiology Services, Inc., and Carondelet Home Care Services, Inc. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,095,767 | OtherCostOrOtherBasisAmt |
| Book Value | $20,095,767 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,413,948 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,902,502 | DepreciationAmt |
| Book Value | $9,511,446 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $746,482 | OtherCostOrOtherBasisAmt |
| Depreciation | $584,267 | DepreciationAmt |
| Book Value | $162,215 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,565,797 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,597,445 | DepreciationAmt |
| Book Value | $1,968,352 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,737,780 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| TriMedx Intercompany Receivables | $177,969 |
| Prepaid Pension Plan Not Administered by Ascension Health | $2,154,992 |
| Interest in Investments Held by Ascension Health Alliance | $14,175,966 |
| Other Miscellaneous Assets | $673,880 |
| Other Miscellaneous Long-Term Assets | $13,793,286 |
| Other Investments | $1,011,702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $31,987,795 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| AH Savings Plan Liability | $9,640 |
| Intercompany Payables | $15,602,676 |
| Intercompany Debt with Ascension Health Alliance | $42,773,399 |
| Miscellaneous Noncurrent Liabilities | $101,058 |
| Pension Plans Administered | $92,806 |
| Current Portion of Long-Term debt | $620,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $59,199,692 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | From the consolidated audited financial statements of Ascension Health Alliance and its member organizations ("The System") which include the activity of Carondelet Health: The System accounts for uncertainty in income tax provisions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The System has determined that no material unrecognized tax benefits or liabilities exist as of June 30, 2014. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Mary's Medical Center Foundation | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Carondelet Drive | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 64114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 431918107 | RecipientEIN |
| IRC Section | Section 501(c)(3) | IRCSectionDesc |
| Cash Grant | $101,719 | CashGrantAmt |
| Purpose Of Grant | General Purpose | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Before funds are disbursed, all grants must go through an approval process at the foundation. After approval and disbursement of the funds, the funds are monitored by the applicable non-profit's Board of Directors. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fleury Yelvington | ||||||||||||||
| CEO/President | $499,188 | $0 | $534,508 | $0 | $137,104 | $0 | $19,995 | $0 | $17,929 | $0 | $1,208,724 | $0 | $0 | $0 |
| Robert J Henkel | ||||||||||||||
| Board Member | $0 | $1,213,720 | $0 | $2,287,500 | $0 | $874,877 | $0 | $41,702 | $0 | $27,821 | $0 | $4,445,620 | $0 | $0 |
| Joseph R Impicciche | ||||||||||||||
| Board Member | $0 | $758,824 | $0 | $1,988,719 | $0 | $354,805 | $0 | $81,461 | $0 | $33,565 | $0 | $3,217,374 | $0 | $0 |
| Bonnie Phipps | ||||||||||||||
| Board Member | $0 | $735,578 | $0 | $815,119 | $0 | $258,659 | $0 | $9,725 | $0 | $15,386 | $0 | $1,834,467 | $0 | $0 |
| Anthony J Speranzo | ||||||||||||||
| Board Member | $0 | $1,043,175 | $0 | $2,992,500 | $0 | $1,494,855 | $0 | $32,092 | $0 | $35,088 | $0 | $5,597,710 | $0 | $0 |
| Steve Cleary | ||||||||||||||
| CFO | $301,388 | $0 | $0 | $0 | $47,873 | $0 | $23,160 | $0 | $14,817 | $0 | $387,238 | $0 | $0 | $0 |
| Michael Dorsey | ||||||||||||||
| CEO - SJMC | $371,433 | $0 | $0 | $0 | $41,094 | $0 | $12,750 | $0 | $23,867 | $0 | $449,144 | $0 | $0 | $0 |
| Annette Small | ||||||||||||||
| CEO - SMMC | $197,462 | $0 | $0 | $0 | $17,499 | $0 | $14,777 | $0 | $22,995 | $0 | $252,733 | $0 | $0 | $0 |
| Stephen Stoops MD | ||||||||||||||
| Medical Director | $335,204 | $0 | $0 | $0 | $48,459 | $0 | $15,869 | $0 | $24,137 | $0 | $423,669 | $0 | $0 | $0 |
| Donna Sumner | ||||||||||||||
| Intern - VP Human Resources | $164,030 | $0 | $0 | $0 | $6,760 | $0 | $14,120 | $0 | $7,920 | $0 | $192,830 | $0 | $0 | $0 |
| David Ireland | ||||||||||||||
| Director Carondelet Heart | $216,813 | $0 | $0 | $0 | $22,855 | $0 | $10,759 | $0 | $7,611 | $0 | $258,038 | $0 | $0 | $0 |
| Dorene Shipley | ||||||||||||||
| Foundation Director | $141,686 | $0 | $0 | $0 | $17,565 | $0 | $8,801 | $0 | $10,582 | $0 | $178,634 | $0 | $0 | $0 |
| Melinda Carter | ||||||||||||||
| Director Pharmacy | $153,496 | $0 | $45 | $0 | $711 | $0 | $9,109 | $0 | $6,512 | $0 | $169,873 | $0 | $0 | $0 |
| Amy Mehaffey | ||||||||||||||
| Regional Dir of Cardiology Services | $127,906 | $0 | $45 | $0 | $7,922 | $0 | $7,387 | $0 | $20,023 | $0 | $163,283 | $0 | $0 | $0 |
| Larry Rubin End 212 | ||||||||||||||
| Former VP Facility Management | $0 | $0 | $0 | $0 | $34,989 | $0 | $0 | $0 | $0 | $0 | $34,989 | $0 | $0 | $0 |
| Ginger Bliss End 513 | ||||||||||||||
| Former VP Strategic Planning | $125,743 | $0 | $0 | $0 | $124,429 | $0 | $2,985 | $0 | $11,969 | $0 | $265,126 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4a: | FormAndLineReferenceDesc |
| Explanation | Severance Payments - Larry Rubin - $34,898 Part I, Line 4b: Eligible executives participate in a program that provides for supplemental retirement benefits. The payment of benefits under the program, if any, is entirely dependent upon the facts and circumstances under which the executive terminates employment with the organization. Benefits under the program are unfunded and non-vested. Due to the substantial risk of forfeiture provision, there is no guarantee that these executives will ever receive any benefit under the program. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. There are no distributions from the supplemental nonqualified retirement plan for the current year. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Line 1a: | Number of Forms 1099 Filed: St. Joseph Medical Center, a related organization of Carondelet Health, compensates the independent contractors for Carondelet Health. The number attributable to each entity is not easily distinguishable. The total amount of Forms 1099 filed for these entities appears on Part V, Line 1a of St. Joseph Medical Center's Form 990. |
| Form 990, Part VI, Section A, line 2 | Many of the persons listed on Part VII have a "business relationship" with each other by virtue of sitting on related Carondelet Health entity boards. |
| Form 990, Part VI, Section A, line 6 | Carondelet Health has a single corporate member, Ascension Health. |
| Form 990, Part VI, Section A, line 7a | Carondelet Health has a single corporate member, Ascension Health, who has the ability to elect members to the governing body of the Carondelet Health. |
| Form 990, Part VI, Section A, line 7b | Ascension Health has designed a system authority matrix which assigns authority for key decisions that are necessary in the operation of the System. Specific areas that are identified in the authority matrix are: new organizations & major transactions; governing documents; appointments/removals; evaluation; debt limits; strategic & financial plans; assets; system policies & procedures. These areas are subject to certain levels of approval by Ascension per the system authority matrix. |
| Form 990, Part VI, Section B, line 11 | Management, including certain officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Prior to filing the return, all Board Members are provided the Form 990 and management team members are available to answer any Board Members questions. |
| Form 990, Part VI, Section B, line 12c | The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee meeting will decide if conflicts of interest exist. Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the conflicts of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt purpose. |
| Form 990, Part VI, Section B, line 15 | In determining compensation of the organization's CEO (Fleury Yelvington), the process included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The audit committee reviewed and approved the compensation. In the review of the compensation, the CEO was compared to other organizations in the area that hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the board minutes. Individual was not present when her compensation was decided. In determining compensation of other officers or key employees of the organization, the process included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The audit committee reviewed and approved the compensation. In the review of the compensations, the other officers or key employees of the organization were compared to other organizations employees in the area who hold the same title. During the review and approval of the compensation, documentation of the decision was recorded in the board minutes. Individuals were not present when their compensation was decided. |
| Form 990, Part VI, Section C, line 19 | The organization will provide any documents open to public inspection upon request. |
| Form 990, Part IX, line 11g | Revenue Cycle Management Fee: Program service expenses 0. Management and general expenses 5,752,645. Fundraising expenses 0. Total expenses 5,752,645. Employee Recruiting Fee: Program service expenses 0. Management and general expenses 573,180. Fundraising expenses 0. Total expenses 573,180. Consulting Contract Fee: Program service expenses 0. Management and general expenses 405,506. Fundraising expenses 0. Total expenses 405,506. Outside Labor: Program service expenses 0. Management and general expenses 293,344. Fundraising expenses 0. Total expenses 293,344. Chan Auditors: Program service expenses 0. Management and general expenses 205,478. Fundraising expenses 0. Total expenses 205,478. Consulting Service Fees: Program service expenses 0. Management and general expenses 57,313. Fundraising expenses 0. Total expenses 57,313. Medical Services Fees: Program service expenses 0. Management and general expenses 73,750. Fundraising expenses 0. Total expenses 73,750. Market Research: Program service expenses 0. Management and general expenses 84,363. Fundraising expenses 0. Total expenses 84,363. Income Guarantee: Program service expenses 0. Management and general expenses -24,483. Fundraising expenses 0. Total expenses -24,483. Physician recruiting fees: Program service expenses 0. Management and general expenses 68,889. Fundraising expenses 0. Total expenses 68,889. |
| Form 990, Part XI, line 9: | Transfer to Affilicates -13,767,302. Defered Pension cost -896,750. |
| Form 990, Part III, Line 4: | Carondelet Health Community Benefit Report For the year ended June 30, 2014 From humble beginnings in a three-story house in downtown Kansas City, the sisters of St. Joseph of Carondelet brought compassionate care to the most humble among us. Care that connects the body, mind and spirit, with a special concern for the poor. That special concern comes in the form of new technology and caring hands that guide today's medicine to the good of all. It comes also in the form of financial assistance to uninsured patients at both St. Joseph and St. Mary's Medical Centers, regardless of their employment or credit history. Whether our patients need help applying for Medicaid assistance, or extended time to settle their bills with interest-free, extended-term payment plans, Carondelet Health will be that helping hand. We believe caring for our communities means caring for those who are sick and those who are underserved. We also believe it is our responsibility to promote wellness in those we serve. Our Mission Carondelet Health consists of Catholic organizations dedicated to the healing ministry of Jesus Christ. Our commitment to human dignity compels us to provide compassionate, quality health care for body, mind and spirit, with a special concern for the poor. We are responsible stewards serving the needs of all people from conception to death. We are united in this mission. Upholding the commitment of our founding Sisters of St. Joseph of Carondelet and the Sisters of St. Mary, we turn away no one in need. Compassionate, quality care remains the standard at all our facilities. Involvement with Community Events Beyond free blood pressure, blood sugar and prostate cancer screenings, St. Joseph and St. Mary's participate in numerous health fairs, including the annual Fall Family Health Celebration at St. Joseph and St. Mary's annual Wellness Fair, traditionally opening Eastern Jackson County Family Week activities. Together the medical centers sponsor a domestic violence rally to raise awareness and support area victims. St. Joseph also coordinates a free informational seminar with the American Diabetes Association. Contributions to Community Groups. Carondelet Health contributes to many worthwhile organizations, including Cristo Rey High School, the American Cancer Society, the American Heart Association and Catholic Charities of Kansas City. It supports the Seton Center Family and Health Services by providing human resources, maintenance and wellness services; and funds after school programs for at-risk children at YMCAs in Kansas City and Blue Springs. CarondeletHealth.org offers the latest in health information and direct links to more than 50 health-related organizations and support groups. Caring for Our Community Compassion goes beyond those financially challenged. It encompasses those who are vulnerable due to age and circumstance. Carondelet Health's facilities actively commit its resources to the communities they serve, through a wide variety of programs and services for the physical, mental, social and spiritual care of area residents: Healthy Beginnings The St. Joseph Medical Center Foundation, with the support of local community agencies, make it possible to offer a unique prenatal program free of charge for patients who are on Medicaid, teens, or for others socially at risk, that could benefit from additional support. Members of this group receive three to five individual visits with a RN for one-on-one education. Participants also receive a free car seat, childbirth and breast feeding classes, a breast pump and much more. St. Joseph's Seniors Clinic addresses health needs of homebound seniors and residents of long-term care and assisted living facilities. The clinic provides a comfortable, convenient, cost-effective setting where seniors' needs can be assessed, diagnosed and treated by physicians. The clinic also provides free transportation for many patients. Seniors can now also take health assessments online and receive information on coping with: - Sleep Disorders - Emotional Health - Cognitive Health - Nutritional Health - Urinary Incontinence - Skin Issues - Fall Risk Support Groups Both medical centers offer groups for Alzheimer's, battered women, bereavement, breast cancer survivors, diabetes, Lyme disease, stroke and other areas of need. Classroom Space Space is provided for alternative high school classes offered by the Kansas City School District. Other not-for-profit agencies are welcomed to host meetings and seminars in the medical centers for a nominal fee. Caring for the Poor Charitable Losses by Carondelet Health of Kansas City Fiscal Year 2014 (July 1, 2013-June 30, 2014) Unpaid Medicaid: $6,855,854 Unpaid Medicare: $21,820,773 Traditional Charity: $4,710,113 Community Services: $2,547,666 Total: $35,934,406 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ascension Health Alliance | |||||||||||
| PO Box 45998 | St Louis | MO | 631455998 | 453358926 | National Health system | MO | Section 501(c)(3) | Schedule A, Line 11a | N/A | 0 | |
| Ascension Health | |||||||||||
| PO Box 45998 | St Louis | MO | 63145 | 311662309 | National Health system | MO | Section 501(c)(3) | Schedule A, Line 11a | 0 | Ascension Health Alliance | |
| Carondelet Home Care Services Inc | |||||||||||
| 11050 Roe Suite 120 | Overland Park | KS | 66211 | 431379352 | Home Health Care Services | KS | Section 501(c)(3) | Schedule A, Line 3 | Yes (1) | Carondelet Health | |
| St Mary's Medical Center | |||||||||||
| 201 West RD Mize Rd | Blue Springs | MO | 64014 | 431284526 | Health Care | MO | Section 501(c)(3) | Schedule A, Line 3 | Yes (1) | Carondelet Health | |
| St Joseph Medical Center | |||||||||||
| 1000 Carondelet Drive | Kansas City | MO | 641144673 | 440546292 | Health Care | MO | Section 501(c)(3) | Schedule A, Line 3 | Yes (1) | Carondelet Health | |
| St Joseph Medical Center Foundation | |||||||||||
| 1000 Carondelet Drive | Kansas City | MO | 641144673 | 431388461 | Fundraising | MO | Section 501(c)(3) | Schedule A, Line 11c | Yes (1) | Carondelet Health | |
| Carondelet Health Corp & Affiliates Emp Health & Dental Care | |||||||||||
| 1000 Carondelet Dr | Kansas City | MO | 641144673 | 431116849 | VEBA | MO | Section 501(c)(9) | N/A | Yes (1) | Carondelet Health | |
| St Mary's Medical Center Foundation | |||||||||||
| 1000 Carondelet Drive | Kansas City | MO | 641144673 | 431918107 | Fundraising | MO | Section 501(c)(3) | Schedule A, Line 11c | Yes (1) | Carondelet Health | |
| Carondelet Cardiology Services Inc | |||||||||||
| 1000 Carondelet Drive | Kansas City | MO | 641144673 | 271322670 | Health Care | MO | Section 501(c)(3) | Schedule A, Line 9 | Yes (1) | Carondelet Health | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | South Kansas City Surgical Center LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10730 Nall Ste 100 | AddressLine1 |
| City | Overland Park | City |
| State | KS | State |
| ZIP Code | 66211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202181884 | EIN |
| Primary Activities | Health Care | PrimaryActivitiesTxt |
| Legal Domicile State | KS | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carondelet Health | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | $1,584,733 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,317,009 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.50990 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Indian Creek Center Inc | ||||||||||||
| 1000 Carondelet Drive | Kansas City | MO | 641144673 | 480956627 | Management | MO | Carondelet Health | C | $9,412,175 | 1.00000 | Yes (1) | |
| Carondelet Management Company Inc | ||||||||||||
| 11050 Roe Suite 110 | Overland Park | KS | 66211 | 431352545 | Health Management | KS | Carondelet Health | C | $296,010 | 1.00000 | Yes (1) | $2,028,124 |
| Carondelet Pharmacy | ||||||||||||
| 1000 Carondelet Drive | Kansas City | MO | 641144673 | 431699329 | Pharmacy | MO | Carondelet Health | C | $941,544 | 1.00000 | Yes (1) | $299,216 |
| Carondelet Primary Care Network Inc | ||||||||||||
| 1000 Carondelet Drive | Kansas City | MO | 641144673 | 431596702 | Health Care | MO | Carondelet Health | C | 1.00000 | Yes (1) | ||
| Saint Joseph Ambulatory Surgical Center LLC | ||||||||||||
| 1000 Carondelet Drive | Kansas City | MO | 641144673 | 251905706 | Health Care | MO | Carondelet Health | C | $2,796,804 | 1.00000 | Yes (1) | $1,584,989 |
| Carondelet Occupational Hlth Wellness & Edu Svcs Inc | ||||||||||||
| 1000 Carondelet Drive | Kansas City | MO | 641144673 | 861144194 | Health Care | MO | Carondelet Health | C | $14,743 | 1.00000 | Yes (1) | $20,873 |
| Carondelet Physician Services | ||||||||||||
| 1000 Carondelet Drive | Kansas City | MO | 641144673 | 562661163 | Health Care | MO | Carondelet Health | C | $1,370,363 | 1.00000 | Yes (1) | $10,985,785 |
| Carondelet Medical Enterprises | ||||||||||||
| 1000 Carondelet Drive | Kansas City | MO | 641144673 | 562661165 | Office Admin. Services | MO | Carondelet Health | C | $91,060 | 1.00000 | Yes (1) | -$7,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | Yes (1) | 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 | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (26 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| St Joseph Medical Center | ||
| J | $433,248 | Journal Entry |
| Carondelet Pharmacy | ||
| J | $55,476 | Journal Entry |
| St Joseph Medical Center | ||
| O | $8,127,119 | Journal Entry |
| St Mary's Medical Center | ||
| O | $4,339,502 | Journal Entry |
| Indian Creek Center Inc | ||
| O | $58,724 | Journal Entry |
| Carondelet Home Care Services Inc | ||
| O | $249,918 | Journal Entry |
| Carondelet Pharmacy | ||
| O | $53,261 | Journal Entry |
| Carondelet Physician Services | ||
| O | $625,478 | Journal Entry |
| Carondelet Cardiology Services Inc | ||
| O | $584,508 | Journal Entry |
| Carondelet Occupational Health Wellness & Educational Services Inc | ||
| O | $58,724 | Journal Entry |
| St Joseph Medical Center | ||
| P | $13,600,114 | Journal Entry |
| Indian Creek Center Inc | ||
| P | $98,270 | Journal Entry |
| Indian Creek Center Inc | ||
| P | $68,560 | Journal Entry |
| Carondelet Home Care Services Inc | ||
| P | $418,219 | Journal Entry |
| Carondelet Pharmacy | ||
| P | $89,129 | Journal Entry |
| St Mary's Mecdical Center | ||
| P | $6,337,274 | Journal Entry |
| St Joseph Medical Center Foundation | ||
| P | $75,417 | Journal Entry |
| Carondelet Physician Services | ||
| P | $1,046,690 | Journal Entry |
| Carondelet Cardiology Services Inc | ||
| P | $978,130 | Journal Entry |
| Carondelet Occupational Health Wellness & Educational Services Inc | ||
| P | $98,270 | Journal Entry |
| St Joseph Medical Center | ||
| Q | $13,308,266 | Journal Entry |
| Carondelet Health Corp & Affil Emp Health & Dental Care | ||
| R | $1,734,979 | Journal Entry |
| Carondelet Medical Enterprises | ||
| R | $370,000 | Journal Entry |
| Carondelet Cardiology Services Inc | ||
| R | $475,000 | Journal Entry |
| Carondelet Physician Services | ||
| R | $100,000 | Journal Entry |
| Carondelet Home Care Services Inc | ||
| S | $739,275 | Journal Entry |