Rockford Health System: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- Rockford Health System (EIN 36-3197915)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201523169349305567
- Schema version
- 2014v5.0
- 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 | 2015-11-12T16:38:02-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive | AddressLine1Txt |
| Address Line2 | Suite 2600 | AddressLine2Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363197915 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKFORD HEALTH SYSTEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCK | BusinessNameControlTxt |
| Phone | 8159715000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 N ROCKTON AVE | AddressLine1Txt |
| City | ROCKFORD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Henry M Seybold | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE BENCIK | PreparerPersonNm |
| PTIN | P00756195 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAVON BEA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 N ROCKTON AVE | AddressLine1Txt |
| City | ROCKFORD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,847,531 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RHSNET.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | The mission is to improve and protect the health and welfare of the community, with superior care, everyday, for all patients. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 360 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,727,415 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,840,781 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$649 | PYInvestmentIncomeAmt |
| CY Investment Income | -$11,535 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,726,766 | PYTotalRevenueAmt |
| CY Total Revenue | $15,829,246 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,463,240 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,281,941 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,193,443 | PYOtherExpensesAmt |
| CY Other Expenses | $14,527,999 | CYOtherExpensesAmt |
| PY Total Expenses | $9,656,683 | PYTotalExpensesAmt |
| CY Total Expenses | $18,809,940 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,929,917 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,980,694 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,312,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,931,211 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,177,511 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,421,294 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,135,332 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,509,917 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Rockford Health System (RHS) is responsible for supporting the entities that comprise the system - Rockford Memorial Hospital (RMH), Rockford Health Physicians (RHPH), the Visiting Nurses Association of the Rockford Area (VNA), and Rockford Memorial Development Foundation (RMDF) - to enable them to fulfill their commitment to the RHS vision with performance excellence, innovation, and lifelong learning. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $11,273,719 | ExpenseAmt |
| Revenue | $11,284,498 | RevenueAmt |
| Desc | RHS PROVIDES SUPPORT FOR ROCKFORD MEMORIAL HOSPITAL (RMH), WHICH CARED FOR AND DISCHARGED 13,362 INPATIENTS IN 2014, WITH 1,508 DELIVERIES, 427,372 OUTPATIENTS TREATED, 52,494 VISITS TO THE EMERGENCY ROOM, AND PROCESSED ALMOST 1.6 MILLION LABORATORY TESTS. RMH IS THE REGIONAL DISASTER PREPAREDNESS CENTER FOR NORTHERN ILLINOIS PROVIDING TRAINING AND EDUCATION FOR COMMUNITY PREPAREDNESS AND ASSISTING 14 OTHER HOSPITALS WITH THEIR EMERGENCY PREPAREDNESS. RMH HAS A LEVEL I TRAUMA CENTER AND OPERATES A STATE-DESIGNATED PERINATAL CENTER WITH THE ONLY LEVEL III NEONATAL INTENSIVE CARE UNIT IN NORTHERN ILLINOIS, WITH 46 BEDS, PLUS A 7 BED PEDIATRIC INTENSIVE CARE UNIT. THROUGH THE AUXILIARY, RMH IS ABLE TO PROVIDE EXTRA FUNDS AND SERVICES TO SUPPORT ITS MISSION. THE AUXILIARY HAS 304 VOLUNTEERS WHO LOGGED 28,676 HOURS TO ENHANCE THE RMH EXPERIENCE FOR PATIENTS. RMH PROVIDES OUTREACH LAB SERVICES, HAS STATE-OF-THE-ART ROBOTIC SURGERY AVAILABLE AND HAS THE ONLY REGIONAL GENETIC SERVICES AND CYTOGENETICS LABORATORY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,436,283 | ExpenseAmt |
| Revenue | $4,436,283 | RevenueAmt |
| Desc | RHS PROVIDES SUPPORT FOR ROCKFORD HEALTH PHYSICIANS (RHPH), WHICH IN TURN PROVIDES STAFFING FOR RMH'S SPECIALIZED UNITS SUCH AS THE NICU AND THE PICU, ADULT AND PEDIATRIC HOSPITALISTS, AS WELL AS NEUROLOGISTS, NEURO AND TRAUMA SURGEONS. RHPH ALSO PROVIDES ANESTHESIOLOGISTS TO ASSIST THE RMH SURGICAL PROGRAM. RHPH PHYSICIANS, WITH SPECIALTIES IN BRAIN, SPINE, AND ORTHOPEDICS, AS WELL AS TRAINED EMERGENCY MEDICINE SPECIALISTS, ARE AVAILABLE 24/7 TO STAFF THE EMERGENCY DEPARTMENT AND FILL IMMEDIATE NEEDS IN THE LEVEL I TRAUMA CENTER. RHPH EMPLOYS OVER 150 PHYSICIANS OF VARYING SPECIALTIES AND CONTINUES TO ASSESS AND RESPOND TO THE COMMUNITY NEEDS WHEN RECRUITING NEW PHYSICIANS. RHPH HAD A TOTAL OF 455,822 OFFICE VISITS IN 2014 AND PROVIDED 380,503 ANCILLARY PROCEDURES AND 321,887 CLINICAL TESTS IN AREAS SUCH AS PULMONARY FUNCTION, BONE SCANS, RADIOLOGY, CT SCANS, MAMMOGRAPHY AND PHYSICAL THERAPY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $120,000 | ExpenseAmt |
| Revenue | $120,000 | RevenueAmt |
| Desc | THE RHS COMMITMENT TO SUPPORT THE ENTITIES WITHIN THE SYSTEM INCLUDES COLLABORATION WITH COMMUNITY PARTNERS IN BOTH TIME (STAFF & VOLUNTEERS) AND MONEY TO IMPROVE THE QUALITY OF LIFE. TO FULFILL THE VISION, RHS PROVIDES SUPPORT FOR THE VISITING NURSES ASSOCIATION OF THE ROCKFORD AREA (VNA) SERVING THE COMMUNITY WITH HOSPICE CARE (24,315 DAYS), ELDER ADULT COUNSELING/SERVICES (OVER 7,000), AND HOME HEALTH CARE (24,890 VISITS) INCLUDING THERAPISTS/AIDES (10,636 VISITS) FOR CARE THAT ALLOWS PEOPLE TO STAY IN THEIR OWN HOME TO RECOVER AND RECUPERATE. 105 VNA VOLUNTEERS GAVE 3,988 HOURS TO MEET THE NEEDS OF THE ELDERLY. STAFF PARTICIPATED IN COMMUNITY HEALTH/WELLNESS EVENTS TO BRING AWARENESS, EDUCATION AND MEDICAL SCREENINGS TO OVER 100 EVENTS. RHS ALSO PROVIDES SUPPORT FOR ROCKFORD MEMORIAL DEVELOPMENT FOUNDATION (RMDF) WHICH, THROUGH FUNDRAISING ACTIVITIES, PROVIDES RESOURCES TO ENHANCE ALL AREAS OF RHS. RMDF FUNDS ARE USED FOR SPECIAL CAPITAL PROJECTS, ASSISTING VNA IN HOSPICE AND HOME CARE, ADDING COMFORT AND EXTENDED CARE ITEMS FOR RMH AND RHPH, AS WELL AS CRISIS SUPPORT AND EDUCATION FOR EMPLOYEES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,830,002 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 71 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 360 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID VOLA CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8159715000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 N ROCKTON AVE | AddressLine1Txt |
| City | ROCKFORD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GARY E KAATZ | ||||||||
| PRESIDENT & CEO | 57.00 | 3.00 | Yes (X) | Yes (X) | $1,046,965 | $0 | $63,100 | |
| CONNIE M VITALI | ||||||||
| CHAIR | 0.80 | 2.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DENNIS T UEHARA | ||||||||
| VICE-CHAIR | 4.00 | 51.50 | Yes (X) | Yes (X) | $0 | $534,513 | $44,010 | |
| THOMAS D BUDD | ||||||||
| TREASUER | 0.50 | 0.80 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DUANE R BACH | ||||||||
| TREASURER (Partial Year) | 1.00 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JACK J BECHERER | ||||||||
| DIRECTOR | 0.30 | 1.30 | Yes (X) | $0 | $0 | $0 | ||
| JOHN W CHADWICK | ||||||||
| DIRECTOR | 0.10 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| ELEANOR F DOAR | ||||||||
| DIRECTOR | 2.80 | 2.10 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA S FOX | ||||||||
| DIRECTOR | 0.10 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JOSE L GONZALEZ | ||||||||
| DIRECTOR | 1.00 | 52.90 | Yes (X) | $0 | $373,660 | $27,255 | ||
| PAUL A GREEN | ||||||||
| DIRECTOR | 1.00 | 1.10 | Yes (X) | $0 | $0 | $0 | ||
| JEFF R SMITH MD | ||||||||
| Director | 1.00 | 42.00 | Yes (X) | $0 | $372,057 | $27,970 | ||
| CURTIS D WORDEN | ||||||||
| DIRECTOR | 1.80 | 0.60 | Yes (X) | $1,429 | $0 | $0 | ||
| JULIE PETERSON | ||||||||
| SECRETARY | 38.30 | 3.00 | Yes (X) | $79,211 | $0 | $4,320 | ||
| HENRY M SEYBOLD | ||||||||
| CFO | 41.00 | 4.30 | Yes (X) | $474,282 | $0 | $33,136 | ||
| Dennis L'Heureux | ||||||||
| VP PLANNING & CIO | 40.00 | 0 | $370,474 | $0 | $44,628 | Yes (X) | ||
| James Evans | ||||||||
| VP LEGAL AFFAIRS | 40.00 | 0 | $350,999 | $0 | $26,797 | Yes (X) | ||
| DOUG BROOKS | ||||||||
| VP CAMPUS DEVELOPMENT | 40.00 | 0 | $258,355 | $0 | $31,705 | Yes (X) | ||
| Helen Brooks | ||||||||
| VP COMMUNITY & REGIONAL DEVELOPMENT | 36.00 | 4.00 | $204,935 | $22,771 | $31,752 | Yes (X) | ||
| Heidi Elsbree | ||||||||
| VP People & Culture | 40.00 | 0 | $211,117 | $0 | $15,250 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,997,767 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,303,001 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $349,923 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 29 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| HURON CONSULTING SERVICES | ||||||
| 3005 MOMENTUM PL | CHICAGO | IL | 606895330 | CONSULTING | $9,406,224 | |
| PROSKAUER ROSE LLP | ||||||
| Eleven Times Square | New York | NY | 10036 | LEGAL SERVICES | $533,218 | |
| WARBIRD CONSULTING PARTNERS | ||||||
| Wells Fargo Capital Finance | Philadelphia | PA | 191823280 | CONSULTING | $469,021 | PO Box 823280 |
| TRIOSE INC | ||||||
| 39 E Lancaster Ave | Reading | PA | 19607 | FREIGHT MANAGEMENT | $379,833 | |
| OXFORD GLOBAL RESOURCES INC | ||||||
| PO Box 3256 | Boston | MA | 022413256 | IT SUPPORT SERVICES | $327,604 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COORDINATE AND SUPPORT AFFILIATE ACTIVITIES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $15,840,781 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,840,781 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,840,781 | TotalProgramServiceRevenueAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $6,750 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $18,285 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$11,535 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,535 | TotalRevenueColumnAmt |
| Exclusion | -$11,535 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,829,246 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,840,781 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$11,535 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,701,015 | TotalAmt |
| Program Services | $1,701,015 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,958,833 | TotalAmt |
| Program Services | $1,958,833 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,273 | TotalAmt |
| Program Services | $93,273 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,437 | TotalAmt |
| Program Services | $396,437 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,383 | TotalAmt |
| Program Services | $132,383 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,834 | TotalAmt |
| Program Services | $49,834 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,824,057 | TotalAmt |
| Program Services | $10,844,119 | ProgramServicesAmt |
| Management And General | $2,979,938 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,482 | TotalAmt |
| Program Services | $42,482 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,484 | TotalAmt |
| Program Services | $110,484 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,598 | TotalAmt |
| Program Services | $29,598 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,510 | TotalAmt |
| Program Services | $55,510 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,696 | TotalAmt |
| Program Services | $48,696 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,062 | TotalAmt |
| Program Services | $66,062 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| RECRUITING/RETENTION/EMPLOYEE APPRECIATION | $113,503 | $113,503 |
| DUES & MEMBERSHIPS | $68,031 | $68,031 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,242 | TotalAmt |
| Program Services | $117,242 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,809,940 | TotalAmt |
| Program Services | $15,830,002 | ProgramServicesAmt |
| Management And General | $2,979,938 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,320,790 | BOYAmt |
| EOY | $2,344,471 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,707 | BOYAmt |
| EOY | $421,706 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,609,816 | BOYAmt |
| EOY | $1,941,903 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,346,135 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,722,702 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,909,665 | BOYAmt |
| EOY | $7,623,433 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,188,865 | BOYAmt |
| EOY | $1,599,698 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,312,843 | BOYAmt |
| EOY | $13,931,211 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,250,029 | BOYAmt |
| EOY | $8,557,939 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,482 | BOYAmt |
| EOY | $763,355 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,177,511 | BOYAmt |
| EOY | $9,421,294 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,135,332 | BOYAmt |
| EOY | $4,509,917 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,135,332 | BOYAmt |
| EOY | $4,509,917 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,312,843 | BOYAmt |
| EOY | $13,931,211 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,980,694 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $355,279 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ROCKFORD MEMORIAL HOSPITAL | ||||
| 362167847 | 3 | Yes (true) | $11,273,719 | $0 |
| ROCKFORD HEALTH PHYSICIANS | ||||
| 363097436 | 3 | Yes (true) | $4,436,283 | $0 |
| VISITING NURSES ASSN OF THE ROCKFORD AREA | ||||
| 362167945 | 9 | Yes (true) | $120,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $15,830,002 | SupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | false | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (true) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (true) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (true) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part I, Line 11h DESCRIPTION OF NON-MONETARY SUPPORT | ROCKFORD MEMORIAL HOSPITAL: CORPORATE MANAGEMENT SERVICES ROCKFORD HEALTH PHYSICIANS: CORPORATE MANAGEMENT SERVICES VISITING NURSES ASSN OF THE ROCKFORD AREA: CORPORATE MANAGEMENT SERVICES |
| Schedule A, Part IV, Section D, Line 1 Written notice to supported organizations | As a healthcare system parent organization, Rockford Health System (RHS) appoints or approves the board members of each of the supported organizations, Rockford Memorial Hospital (RMH), Rockford Health Physicians (RHPH), and Visiting Nurses Association of the Rockford Area (VNA), in its capacity as sole corporate member thereof. According to the Bylaws of RHS, among the powers exercised by the RHS board is the power to coordinate the activities of RHS's subsidiary and affiliated organizations, including RMH, RHPH, and VNA. To that end, the organizations communicate on a daily basis in the ordinary course of business on such matters as capital and operating budgets, strategic planning, manpower development and other important matters. RHS meets the notification requirements of a functionally integrated Type III supporting organization because (i) the nature of the support provided by RHS to the supported organizations is established by, and conducted in accordance with, its governing document provisions; (ii) RHS routinely reviews all Forms 990 prepared and filed by the supported organizations; and (iii) RHS routinely reviews all governing documents of the supported organizations (because, as sole corporate member thereof, RHS has the power to approve all amendments to the respective governing documents). |
| Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies | Because the same individuals serve as directors of RHS, RHPH, and RMH, those individuals, in carrying out their fiduciary duties for the respective organizations, oversee the supporting organization's income, assets, and investments. The RHS Investment Committee, which consists of at least five individuals who are directors of each of RHS, RHPH, and RMH, have adopted an investment policy that addresses investment matters such as asset allocation for various corporate funds and the funds of the entities within the healthcare system, including pension funds, funded depreciation, endowment funds, trustee-held funds, board-designated funds and excess operating funds, the selection of the mix and types of investments which best serve the interests of the healthcare system, and the selection, retention and appointment of investment managers. |
| Schedule A, Part IV, Section E, Line 3a Power To Appoint/Elect Majority of Officer/Director/Trustee | As a healthcare system parent organization, RHS appoints or approves the board members of each of the supported organizations, RMH, RHPH, and VNA, in its capacity as sole corporate member thereof. |
| Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities | RHS exercises a substantial degree of direction over the policies, programs, and activities of each of the supported organizations. According to the Bylaws of RHS, in coordinating the activities of the healthcare system the RHS board has the authority to, among other things, approve amendments to the governing documents of the supported organizations, approve annual and operating budgets and strategic, long-range and health manpower development plans for the supported organizations, require the boards of directors of the supported organizations to take certain actions related to the credit worthiness of the organizations, approve fundamental corporate changes, approve material amendments to the standard compensation system of the supported organizations, etc. |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $90,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $90,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DESCRIPTION OF THE ACTIVITIES REPORTED ON LINES 1A THROUGH 1I | FormAndLineReferenceDesc |
| Explanation | TWO CONSULTING FIRMS WERE ENGAGED BY RHS TO REVIEW LEGISLATION AFFECTING HOSPITALS. APPROXIMATELY 50% OF TOTAL PAYMENTS TO THE CONSULTANTS WERE ALLOCABLE TO LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $668,874 | OtherCostOrOtherBasisAmt |
| Depreciation | $369,315 | DepreciationAmt |
| Book Value | $299,559 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,507,731 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,910,966 | DepreciationAmt |
| Book Value | $4,596,765 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,169,530 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,442,421 | DepreciationAmt |
| Book Value | $2,727,109 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,623,433 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Supplemental Survivor Premiums | $168,481 |
| LIFE INSURANCE VALUE | $259,130 |
| DUE FROM RELATED ORGANIZATIONS | $403,700 |
| CAPITAL ACCUMULATION ACCOUNTS | $518,387 |
| IL PARTNERSHIP FOR HEALTH (ACE) | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,599,698 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL ACCUMULATION LIABILITY | $518,387 |
| LIFE INSURANCE LIABILITY | $244,968 |
| Due to related organizations | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $763,355 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN48 (ASC 740) DISCLOSURE | FormAndLineReferenceDesc |
| Explanation | THERE IS NO FIN 48 LIABILITY AND AS SUCH, THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS DO NOT INCLUDE A FIN 48 DISCLOSURE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GARY E KAATZ | ||||||||||||||
| PRESIDENT & CEO | $686,868 | $0 | $242,722 | $0 | $117,374 | $0 | $56,476 | $0 | $6,624 | $0 | $1,110,065 | $0 | $0 | $0 |
| DENNIS T UEHARA | ||||||||||||||
| VICE-CHAIR | $0 | $531,867 | $0 | $0 | $0 | $2,646 | $0 | $37,500 | $0 | $6,510 | $0 | $578,524 | $0 | $0 |
| JOSE L GONZALEZ | ||||||||||||||
| DIRECTOR | $0 | $372,112 | $0 | $0 | $0 | $1,548 | $0 | $20,000 | $0 | $7,255 | $0 | $400,914 | $0 | $0 |
| JEFF R SMITH MD | ||||||||||||||
| Director | $0 | $371,283 | $0 | $0 | $0 | $774 | $0 | $20,000 | $0 | $7,970 | $0 | $400,027 | $0 | $0 |
| HENRY M SEYBOLD | ||||||||||||||
| CFO | $385,657 | $0 | $58,079 | $0 | $30,547 | $0 | $22,793 | $0 | $10,343 | $0 | $507,418 | $0 | $0 | $0 |
| Dennis L'Heureux | ||||||||||||||
| VP PLANNING & CIO | $282,616 | $0 | $56,787 | $0 | $31,071 | $0 | $36,861 | $0 | $7,767 | $0 | $415,101 | $0 | $0 | $0 |
| James Evans | ||||||||||||||
| VP LEGAL AFFAIRS | $294,654 | $0 | $54,257 | $0 | $2,088 | $0 | $19,656 | $0 | $7,140 | $0 | $377,796 | $0 | $0 | $0 |
| DOUG BROOKS | ||||||||||||||
| VP CAMPUS DEVELOPMENT | $209,860 | $0 | $10,332 | $0 | $38,163 | $0 | $30,180 | $0 | $1,525 | $0 | $290,060 | $0 | $0 | $0 |
| Helen Brooks | ||||||||||||||
| VP COMMUNITY & REGIONAL DEVELOPMENT | $194,204 | $22,771 | $9,549 | $0 | $1,183 | $0 | $27,204 | $3,023 | $1,373 | $153 | $233,511 | $25,946 | $0 | $0 |
| Heidi Elsbree | ||||||||||||||
| VP People & Culture | $190,302 | $0 | $10,000 | $0 | $10,815 | $0 | $0 | $0 | $15,250 | $0 | $226,368 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | By policy: Membership to the YMCA is paid for the CEO. Two social club memberships are paid for by the organization for the CEO and any personal use of these facilities is reimbursed in full. The actual cost of these memberships is prorated for personal vs business use and that percentage is added to taxable wages. |
| Schedule J, Part I, Line 7 Non-fixed payments | MANAGEMENT AND EMPLOYEES ARE PERIODICALLY FINANCIALLY REWARDED FOR EXCEEDING COMPANY AND DEPARTMENT PERFORMANCE GOALS. THE AMOUNTS ARE DISCRETIONARY AND ARE NOT RELATED TO NET EARNINGS OF THE ORGANIZATION AND ARE APPROVED BY THE CEO PRIOR TO PAYMENT WITH BOARD OVERSIGHT OF SUCH PAYMENTS. THE CEO'S FINANCIAL INCENTIVES ARE APPROVED BY THE BOARD OF DIRECTORS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 5 Average compensation per employee | Part I of the Form 990, line 5 reports 360 total employees of Rockford Health System. Total salaries and other compensation reported on the Form 990, Part I, line 15 is $4,281,940. The average compensation for Rockford Health System is higher than this data presents; the salaries and benefits reported do not include the salaries and benefits that were allocated to Rockford Memorial Hospital, Rockford Memorial Development Foundation, Visiting Nurses Association of the Rockford Area, and Rockford Health Physicians, four related entities of which Rockford Health System is the sole corporate member. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The Executive Committee consists of seven individuals, each of whom shall have a vote, including: the RHS CEO, the chairman, vice-chairman, immediate past chairman, treasurer, and 2 additional directors of the board. At least one member of the Executive Committee shall be a physician. The Executive Committee shall in all instances be comprised of at least 51% community members. In the event that one or more of the aforementioned voting members of the Executive Committee is unable to serve in such capacity, then the chairman of the corporation shall designate a replacement from among the board members. The Executive Committee Shall meet as needed. The executive committee shall review reports from the RHS CEO regarding the performance of executives of the corporation and affiliated corporations, monitor the performance of the RHS CEO of the corporation against annual objectives, and determine the compensation level of the RHS CEO. In addition, when the board of directors is not in session, the executive committee shall have all the powers, duties, responsibilities and authority of the board, except as prohibited by law. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The data was gathered by the accounting staff with input from the executive staff. The data was reviewed and the Form 990 prepared by the RHS staff. Once the Form 990 was completed, it was reviewed by an independent accounting firm and the organization's CFO. |
| Form 990, Part VI, Line 12c Conflict of interest policy | By written policy, RHS sends out, on an annual basis, the corporate Conflict and Duality of Interest policy to all Board members, corporate officers and other key individuals (those having responsibility and authority to make final decisions regarding the acquisition of products or services). Each recipient is required to complete a Financial Interest Disclosure Statement, which is submitted to the Vice President, Legal Services/General Counsel for review. With respect to physicians and managers who are key individuals, any potential conflict of interest is reviewed with the appropriate executive staff member for follow up with the disclosing party in order to review the matter in more detail. This includes emphasizing that the disclosing party is not permitted to participate in any negotiations for the purchase of any products or services where the conflict is deemed material, or authorize the subsequent purchase of related goods and services. The disclosing party is also required to identify each and every instance of a potential conflict as they may arise in the ordinary course of business. A similar process is followed for the Board of Directors, except that any potential conflict is reviewed by the Board's Governance Committee. Board members may comment on transactions where there is a potential conflict, but cannot vote on the related matter and may be required to leave any meeting where the potential conflict is reviewed by the Board or where the Board takes action to either approve or not approve the proposed transaction. A board member also has a continuing duty to report any conflicts as they may arise in the ordinary course of business. In the event that a potential conflict of interest is reported or discovered outside the established process, appropriate review and action would be taken. This process was last completed in 2015, when the questionnaires were sent to address any 2014 conflicts identified. The RHS Conflict of Interest Policy is available upon request. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | Compensation for the top management official is governed by the RHS Board of Directors, and overseen by the Executive Committee. The RHS Board has established a total compensation philosophy that directs the compensation practices for all executives. This Board has established a Compensation Committee to establish and review all executive compensation annually based on the established philosophy. An external executive compensation firm provides consulting on RHS salary ranges and compensation philosophy. The appropriate peer group for compensation comparison purposes is other not-for-profit healthcare systems similar in size and complexity. RHS generally conducts an analysis of total compensation every three years but may choose to vary from this schedule as determined by the Compensation Committee. This process is documented, and was last completed in 2014. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | Compensation for other officers and key employees is governed by the RHS Board of Directors. The RHS Board has established a total compensation philosophy that directs the compensation practices for all executives. This Board has established a Compensation Committee to establish and review all executive compensation annually based on the established philosophy. An external executive compensation firm provides consulting on RHS salary ranges and compensation philosophy. The appropriate peer group for compensation comparison purposes is other not-for-profit healthcare systems similar in size and complexity. RHS generally conducts an analysis of total compensation every three years but may choose to vary from this schedule as determined by the Compensation Committee. This process is documented, and was last completed in 2014. |
| Form 990, Part VI, Line 19 Required documents available to the public | Financial statements are available through the Illinois Attorney General's Office. Governing documents are available by request from Board Secretary. The conflict of interest policy is not published but is available upon request. |
| Form 990, Part VII, Section A NONEMPLOYEE COMPENSATION | CURTIS WORDEN IS NOT COMPENSATED AS A BOARD MEMBER; HE RECEIVED TAXABLE NONEMPLOYEE COMPENSATION ON A FORM 1099 FOR 2014 LEGAL SERVICES PROVIDED TO THE SYSTEM. |
| Form 990, Part IX, Line 11g Other Fees | Affiliation Expenses - Total Expense: 2979938, Program Service Expense: , Management and General Expenses: 2979938, Fundraising Expenses: ; Consulting Fees - Total Expense: 10844119, Program Service Expense: 10844119, Management and General Expenses: , Fundraising Expenses: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Net Transfers from Affiliated Organizations - 355279; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ROCKFORD MEMORIAL HOSPITAL | ||||||||||
| 2400 N ROCKTON AVE | ROCKFORD | IL | 61103 | 362167847 | HEALTHCARE | IL | 501(c)(3 | 3 | ROCKFORD HEALTH SYSTEM | Yes (true) |
| ROCKFORD MEMORIAL DEVELOPMENT FOUNDATION | ||||||||||
| 2400 N ROCKTON AVE | ROCKFORD | IL | 61103 | 363197918 | SUPPORT OF HEALTHCARE | IL | 501(c)(3 | Type I | ROCKFORD HEALTH SYSTEM | Yes (true) |
| VISITING NURSES ASSN OF THE ROCKFORD AREA | ||||||||||
| 4223 E STATE STREET | ROCKFORD | IL | 61108 | 362167945 | HEALTHCARE | IL | 501(c)(3 | 9 | ROCKFORD HEALTH SYSTEM | Yes (true) |
| ROCKFORD HEALTH PHYSICIANS | ||||||||||
| 2300 N ROCKTON AVE | ROCKFORD | IL | 61103 | 363097436 | HEALTHCARE | IL | 501(c)(3 | 3 | ROCKFORD HEALTH SYSTEM | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKFORD HEALTH INSURANCE LTD | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WELLESLEY HOUSE SO 2ND FL | AddressLine1Txt |
| Province Or State | PEMBROOKE | ProvinceOrStateNm |
| Country | BD | CountryCd |
| Foreign Postal | HM | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INSURANCE | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | BD | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ROCKFORD MEMORIAL HOSPITAL | ||
| Q | $11,273,719 | FMV |
| ROCKFORD HEALTH PHYSICIANS | ||
| Q | $4,436,283 | FMV |
| VISITING NURSES ASSOCIATION OF THE ROCKFORD AREA | ||
| Q | $60,000 | FMV |
| ROCKFORD MEMORIAL DEVELOPMENT FOUNDATION | ||
| Q | $60,000 | FMV |