SOMC MEDICAL CARE FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SOMC MEDICAL CARE FOUNDATION INC (EIN 31-1374523)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-12
- IRS object ID
- 201411329349301811
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-05-12T10:06:30-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 EAST STATE STREET SUITE 600 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311374523 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOMC MEDICAL CARE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOMC | NameControl |
| Phone | 7403567622 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 KINNEYS LANE | AddressLine1 |
| City | PORTSMOUTH | City |
| State | OH | State |
| ZIP Code | 45662 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEAN WRAY | Name |
| Title | VP FINANCE | Title |
| Phone | 7403567622 | Phone |
| Date Signed | 2014-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BERNIE OSTROWSKI | Name |
| PTIN | P00366367 | PTIN |
| Phone | 6148493000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MR RANDAL ARNETT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1805 27TH STREET | AddressLine1 |
| City | PORTSMOUTH | City |
| State | OH | State |
| ZIP Code | 45662 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 44819964 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SOMC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | WE WILL MAKE A DIFFERENCE. AT SOMC, OUR MISSION IS TO MAKE A DIFFERENCE. WE STRIVE TO LIVE OUT THAT MISSION BY PROVIDING OUR REGION WITH THE HIGHEST QUALITY OF CARE, DELIVERED BY PROFESSIONALS WHO ARE AMONG THE BEST IN THEIR FIELDS. WE EXTEND THAT CARE AND PASSION TO MAKE A DIFFERENCE IN THE COMMUNITY BY BEING A VERY GOOD NEIGHBOR, EMPLOYER, AND COMMUNITY SUPPORTER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 86 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 289004 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 24145459 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 25252431 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 19078003 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19095494 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 88317 | InvestmentIncomePriorYear |
| Investment Income Current Year | 109122 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 392701 | OtherRevenuePriorYear |
| Other Revenue Current Year | 348693 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 43704480 | TotalRevenuePriorYear |
| Total Revenue Current Year | 44805740 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 31009331 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 36353878 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11508477 | OtherExpensePriorYear |
| Other Expenses Current Year | 7991601 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 42517808 | TotalExpensesPriorYear |
| Total Expenses Current Year | 44345479 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1186672 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 460261 | RevenuesLessExpensesCY |
| Total Assets BOY | 7625494 | TotalAssetsBOY |
| Total Assets EOY | 8667462 | TotalAssetsEOY |
| Total Liabilities BOY | 5560241 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6138384 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2065253 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2529078 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WE WILL MAKE A DIFFERENCE. AT SOMC, OUR MISSION IS TO MAKE A DIFFERENCE. WE STRIVE TO LIVE OUT THAT MISSION BY PROVIDING OUR REGION WITH THE HIGHEST QUALITY OF CARE, DELIVERED BY PROFESSIONALS WHO ARE AMONG THE BEST IN THEIR FIELDS. WE EXTEND THAT CARE AND PASSION TO MAKE A DIFFERENCE IN THE COMMUNITY BY BEING A VERY GOOD NEIGHBOR, EMPLOYER, AND COMMUNITY SUPPORTER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7508106 | Expense |
| Grants | 0 | Grants |
| Revenue | 2727515 | Revenue |
| Description | SOMC ANESTHESIA ASSOCIATES - MEDICAL DOCTORS TRAINED TO ADMINISTER ANESTHETICS AND MANAGE THE MEDICAL CARE OF PATIENTS BEFORE, DURING, AND AFTER SURGERY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6732545 | Expense |
| Grants | 0 | Grants |
| Revenue | 2242010 | Revenue |
| Description | SOMC HEART AND VASCULAR SERVICES - MEDICAL DOCTORS WORKING TO PREVENT, DIAGNOSE, AND TREAT DISORDERS OF THE HEART AND BLOOD VESSELS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6418230 | Expense |
| Grants | 0 | Grants |
| Revenue | 3412530 | Revenue |
| Description | SOMC RADIOLOGY SERVICES - MEDICAL DOCTORS TRAINED TO USE STATE-OF-THE-ART RADIANT ENERGY MEDICAL IMAGING TECHNOLOGY TO HELP PREVENT, DIAGNOSE, AND TREAT DISEASES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 23398583 | Expense |
| Grants | 0 | Grants |
| Revenue | 10769441 | Revenue |
| Description | VARIOUS SPECIALTIES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 23398583 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 10769441 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 44057464 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 34 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 86 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD GILCHER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7403567622 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 KINNEYS LANE | AddressLine1 |
| City | PORTSMOUTH | City |
| State | OH | State |
| ZIP Code | 45662 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| RANDAL ARNETT | |||||||||
| PRESIDENT & CEO-SOMC | 1.00 | 44.00 | X | X | 0 | 747796 | 314382 | ||
| CLAUDIA BURCHETT | |||||||||
| VP OF NURSING & CNO-SOMC | 1.00 | 40.00 | X | 0 | 286822 | 116137 | |||
| BENJAMIN GILL | |||||||||
| VP SUPPORT SERVICES-SOMC | 1.00 | 40.00 | X | 0 | 188043 | 54031 | |||
| VICKI NOEL | |||||||||
| VP HUMAN RESOURCES-SOMC | 1.00 | 40.00 | X | 0 | 255728 | 81691 | |||
| ELIE SAAB MD | |||||||||
| SMD CRITICAL CARE-SOMC | 1.00 | 4.00 | X | 700577 | 0 | 53959 | |||
| LEEANN SAMMONS | |||||||||
| VP SAFETY & CSO-SOMC | 1.00 | 40.00 | X | 0 | 208564 | 68634 | |||
| VINCENT SCARPINATO MD | |||||||||
| SMD SURGERY-SOMC | 1.00 | 0.00 | X | 809965 | 0 | 135884 | |||
| KENDALL L STEWART MD | |||||||||
| VP MEDICAL AFFAIRS-SOMC | 1.00 | 30.00 | X | 0 | 519813 | 49704 | |||
| DEAN WRAY | |||||||||
| VP FINANCE & CFO-SOMC | 1.00 | 44.00 | X | X | 0 | 372997 | 126461 | ||
| ELIZABETH SCHMIDT | |||||||||
| ADM DRCTR, PHYSICIAN SRVCS | 40.00 | 0.00 | X | X | 0 | 110054 | 27267 | ||
| JUSTIN GREENLEE DO | |||||||||
| DIRECTOR OF FAMILY RESIDENCY | 40.00 | 0.00 | X | 274546 | 0 | 19224 | |||
| SCOTT LOGAN | |||||||||
| PHYSICIAN-RADIOLOGY | 40.00 | 0.00 | 816225 | 0 | 185498 | X | |||
| ERIC MACDONALD | |||||||||
| PHYSICIAN-ANESTHESIOLOGY | 40.00 | 0.00 | 793773 | 0 | 47732 | X | |||
| DANIEL JOVANOVICH | |||||||||
| PHYSICIAN-SMD 2.2 | 40.00 | 0.00 | 1129996 | 0 | 183484 | X | |||
| MUHAMMAD GILL | |||||||||
| INTERVENTIONAL CARDIOLOGIST | 40.00 | 0.00 | 963225 | 0 | 32895 | X | |||
| DUANE MARCHYN | |||||||||
| PHYSICIAN-SMD 2.2 | 40.00 | 0.00 | 792268 | 0 | 47395 | X | |||
| BRETT BARNES | |||||||||
| PHYSICIAN | 40.00 | 0.00 | 756830 | 0 | 39615 | X | |||
| ALAIN ASHER | |||||||||
| PHYSICIAN | 40.00 | 0.00 | 697976 | 0 | 56461 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 7735381 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2689817 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1640454 | TotalOtherCompensation |
| Number Individuals GT100 K | 61 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| APOGEE MEDICAL MANAGEMENT | |||||
| 2525 E CAMELBACK RD STE 1100 | PHOENIX | AZ | 85016 | HOSPITALIST COVERAGE | 2146588 |
| MEDICAL DOCTOR ASSOCIATES INC | |||||
| PO BOX 277185 | ATLANTA | GA | 30384 | LOCUM COVERAGE | 1045726 |
| WEATHERBY LOCUMS | |||||
| PO BOX 972633 | DALLAS | TX | 75397 | LOCUM COVERAGE | 815567 |
| ADVOCATE | |||||
| 10567 SAWMILL PARKWAY | POWELL | OH | 43065 | RADIOLOGY BILLING SERVICE | 279008 |
| NIGHTHAWK RADIOLOGY SERVICES | |||||
| PO BOX 673398 | DETROIT | MI | 48267 | DIAGNOSTIC READING SERVICES | 257830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Related Organizations | 25252431 | RelatedOrganizations |
| Total Contributions | 25252431 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PATIENT SERVICES | Description |
| Business Code | 621300 | BusinessCode |
| Total Revenue Column | 19095494 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19095494 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19095494 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 111601 | TotalRevenueColumn |
| Exclusion | $111,601 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 11646 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 11745 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -99 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -99 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1191 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -4977 | UnrelatedBusinessRevenue |
| Exclusion | $3,687 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2479 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -2479 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2479 | TotalRevenueColumn |
| Exclusion | -$2,479 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| MANAGEMENT SERVICES | 561000 | 183514 | 183514 | |
| BILLING SERVICE FEES | 561000 | 110467 | 110467 | |
| REHAB CARE CREDIT | 621110 | 54811 | 54811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 348792 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44805740 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19151496 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 289004 | UnrelatedBusinessRevenue |
| Exclusion | $112,809 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3749001 | Total |
| Program Services | 3749001 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27890222 | Total |
| Program Services | 27660711 | ProgramServices |
| Management And General | 229511 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4714655 | Total |
| Program Services | 4692473 | ProgramServices |
| Management And General | 22182 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2657218 | Total |
| Program Services | 2654959 | ProgramServices |
| Management And General | 2259 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2088114 | Total |
| Program Services | 2087980 | ProgramServices |
| Management And General | 134 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 488802 | Total |
| Program Services | 487459 | ProgramServices |
| Management And General | 1343 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 307718 | Total |
| Program Services | 282318 | ProgramServices |
| Management And General | 25400 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 879591 | Total |
| Program Services | 877095 | ProgramServices |
| Management And General | 2496 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17646 | Total |
| Program Services | 17476 | ProgramServices |
| Management And General | 170 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12187 | Total |
| Program Services | 11870 | ProgramServices |
| Management And General | 317 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 338351 | Total |
| Program Services | 336221 | ProgramServices |
| Management And General | 2130 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -145071 | Total |
| Program Services | -145071 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PHYSICIAN RECRUITMENT | 777187 | 777187 | 0 |
| EDUCATION | 392901 | 392901 | 0 |
| EQUIPMENT RENTAL | 92217 | 91174 | 1043 |
| DUES & LICENSES | 16350 | 16251 | 99 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68390 | Total |
| Program Services | 67459 | ProgramServices |
| Management And General | 931 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44345479 | Total |
| Program Services | 44057464 | ProgramServices |
| Management And General | 288015 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1949 | BOY |
| EOY | 2450 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1127687 | BOY |
| EOY | 1570172 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2803380 | BOY |
| EOY | 2750223 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 25000 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1281026 | BOY |
| EOY | 1574526 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 20000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3225530 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1850492 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1130926 | BOY |
| EOY | 1375038 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1280526 | BOY |
| EOY | 1350053 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7625494 | BOY |
| EOY | 8667462 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3768146 | BOY |
| EOY | 4537044 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1792095 | BOY |
| EOY | 1601340 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5560241 | BOY |
| EOY | 6138384 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2065253 | BOY |
| EOY | 2529078 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2065253 | BOY |
| EOY | 2529078 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7625494 | BOY |
| EOY | 8667462 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 460261 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 3564 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN OHIO MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310678022 | EIN |
| Type Of Organization | 3 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SOMC MEDICAL CARE FOUNDATION PROVIDED NONMONETARY SUPPORT TO SOUTHERN OHIO MEDICAL CENTER AS REPORTED IN FORM 990 SCHEDULE R (LEASE OF FACILITIES, PERFORMANCE OF SERVICES, USE OF SHARED EMPLOYEES AND REIMBURSEMENT OF EXPENSES.) | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 66158 | OtherCostOrOtherBasis |
| Depreciation | 39358 | Depreciation |
| Book Value | 26800 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3159372 | OtherCostOrOtherBasis |
| Depreciation | 1811134 | Depreciation |
| Book Value | 1348238 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1375038 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MALPRACTICE SELF INSURANCE FUND | Description |
| Book Value | 1350053 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1350053 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED SELF-INSURED LIABILITY | Description |
| Amount | $1,601,340 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1601340 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | SOUTHERN OHIO MEDICAL CENTER AND ITS SUBSIDIARIES ARE NONPROFIT, TAX-EXEMPT ORGANIZATIONS AND, ACCORDINGLY, NO TAX PROVISION IS REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCECPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2013, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2010. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RANDAL ARNETT | ||||||||||||||
| PRESIDENT & CEO-SOMC | 0 | 520537 | 0 | 197483 | 0 | 29776 | 0 | 296016 | 0 | 18366 | 0 | 1062178 | 0 | 0 |
| CLAUDIA BURCHETT | ||||||||||||||
| VP OF NURSING & CNO-SOMC | 0 | 226905 | 0 | 58913 | 0 | 1004 | 0 | 93018 | 0 | 23119 | 0 | 402959 | 0 | 0 |
| BENJAMIN GILL | ||||||||||||||
| VP SUPPORT SERVICES-SOMC | 0 | 146286 | 0 | 41497 | 0 | 260 | 0 | 38234 | 0 | 15797 | 0 | 242074 | 0 | 0 |
| VICKI NOEL | ||||||||||||||
| VP HUMAN RESOURCES-SOMC | 0 | 198105 | 0 | 57202 | 0 | 421 | 0 | 57097 | 0 | 24594 | 0 | 337419 | 0 | 0 |
| ELIE SAAB MD | ||||||||||||||
| SMD CRITICAL CARE-SOMC | 615467 | 0 | 0 | 0 | 85110 | 0 | 28464 | 0 | 25495 | 0 | 754536 | 0 | 67972 | 0 |
| LEEANN SAMMONS | ||||||||||||||
| VP SAFETY & CSO-SOMC | 0 | 161554 | 0 | 46677 | 0 | 333 | 0 | 44939 | 0 | 23695 | 0 | 277198 | 0 | 0 |
| VINCENT SCARPINATO MD | ||||||||||||||
| SMD SURGERY-SOMC | 640945 | 0 | 0 | 0 | 169020 | 0 | 121165 | 0 | 14719 | 0 | 945849 | 0 | 145784 | 0 |
| KENDALL L STEWART MD | ||||||||||||||
| VP MEDICAL AFFAIRS-SOMC | 0 | 319978 | 0 | 92779 | 0 | 107056 | 0 | 31338 | 0 | 18366 | 0 | 569517 | 0 | 86200 |
| DEAN WRAY | ||||||||||||||
| VP FINANCE & CFO-SOMC | 0 | 271626 | 0 | 83100 | 0 | 18271 | 0 | 106415 | 0 | 20046 | 0 | 499458 | 0 | 0 |
| JUSTIN GREENLEE DO | ||||||||||||||
| DIRECTOR OF FAMILY RESIDENCY | 248275 | 0 | 0 | 0 | 26271 | 0 | 11209 | 0 | 8015 | 0 | 293770 | 0 | 0 | 0 |
| SCOTT LOGAN | ||||||||||||||
| PHYSICIAN-RADIOLOGY | 799165 | 0 | 0 | 0 | 17060 | 0 | 162603 | 0 | 22895 | 0 | 1001723 | 0 | 0 | 0 |
| ERIC MACDONALD | ||||||||||||||
| PHYSICIAN-ANESTHESIOLOGY | 676498 | 0 | 0 | 0 | 117275 | 0 | 32700 | 0 | 15032 | 0 | 841505 | 0 | 116717 | 0 |
| DANIEL JOVANOVICH | ||||||||||||||
| PHYSICIAN-SMD 2.2 | 1112938 | 0 | 0 | 0 | 17058 | 0 | 157989 | 0 | 25495 | 0 | 1313480 | 0 | 0 | 0 |
| MUHAMMAD GILL | ||||||||||||||
| INTERVENTIONAL CARDIOLOGIST | 946171 | 0 | 0 | 0 | 17054 | 0 | 10000 | 0 | 22895 | 0 | 996120 | 0 | 0 | 0 |
| DUANE MARCHYN | ||||||||||||||
| PHYSICIAN-SMD 2.2 | 700996 | 0 | 0 | 0 | 91272 | 0 | 24500 | 0 | 22895 | 0 | 839663 | 0 | 91014 | 0 |
| BRETT BARNES | ||||||||||||||
| PHYSICIAN | 739692 | 0 | 0 | 0 | 17138 | 0 | 31600 | 0 | 8015 | 0 | 796445 | 0 | 0 | 0 |
| ALAIN ASHER | ||||||||||||||
| PHYSICIAN | 681080 | 0 | 0 | 0 | 16896 | 0 | 38800 | 0 | 17661 | 0 | 754437 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4B | SOUTHERN OHIO MEDICAL CENTER, A RELATED ORGANIZATION, MADE CONTRIBUTIONS TO A SERP FOR THE FOLLOWING INDIVIDUALS: RANDAL ARNETT: $276,016 KENDALL STEWART: 13,838 DEAN WRAY: 91,415 CLAUDIA BURCHETT: 71,618 VICKI NOEL: 42,097 LEEANN SAMMONS: 34,428 BENJAMIN GILL: 28,722 THE SERP PLAN IS AVAILABLE ONLY TO INDIVIDUALS WHO HAVE HELD AN EXECUTIVE POSITION FOR ONE YEAR. THE SERP WILL VEST UPON THE EXECUTIVE REACHING A SPECIFIED AGE. IF AN EXECUTIVE SEVERS EMPLOYMENT OR IS TERMINATED, A NONCOMPETE AGREEMENT IS IN PLACE FOR 2 YEARS. THE EXECUTIVE FORFEITS ANY SERP PAYMENTS IF HE/SHE DOES NOT CONFORM TO THE NONCOMPETE AGREEMENT. KENDALL STEWART'S SERP WAS PAID OUT DURING THE CALENDAR YEAR IN THE AMOUNT OF $86,200. THE PAY OUT IS INCLUDED IN COMPENSATION REPORTED IN SCHEDULE J, PART II, COLUMN B(III). SOUTHERN OHIO MEDICAL CENTER, A RELATED ORGANIZATION, MADE CONTRIBUTIONS TO A CERP (COMMUNITY EMERGENCY RESPONSE PLAN) FOR THE FOLLOWING INDIVIDUALS: DR. ERIC MACDONALD: 22,700 DR. DUANE MARCHYN: 14,500 DR. DANIEL JOVANOVICH: 22,800 DR. SCOTT LOGAN: 1,750 DR. VINCENT SCARPINATO: 25,800 DR. ELIE SAAB: 150 DR. BRETT BARNES: 21,600 DR. ALAIN ASHER: 28,800 THE CERP PROGRAM IS AN INCENTIVE PROGRAM FOR PHYSICIANS TO BE AVAILABLE ON CALL IN THE EVENT OF AN EMERGENCY. A PHYSICIAN MUST PARTICIPATE IN THE PROGRAM FOR 5 YEARS BEFORE BECOMING VESTED AND THE PHYSICIAN ALSO MUST REACH A SPECIFIED AGE. A NONCOMPETE AGREEMENT IS IN PLACE, AND THE PHYSICIAN FORFEITS ANY CERP PAYMENTS IF HE/SHE DOES NOT CONFORM TO THE NONCOMPETE AGREEMENT. THE AMOUNTS LISTED ABOVE ARE INCLUDED IN COMPENSATION REPORTED IN SCHEDULE J, PART II, COLUMN C. VINCENT SCARPINATO, ELIE SAAB, ERIC MACDONALD, AND DUANE MARCHYN'S CERP WAS PAID OUT DURING THE CALENDAR YEAR IN THE FOLLOWING AMOUNTS: VINCENT SCARPINATO $145,784 ELIE SAAB $ 67,972 ERIC MACDONALD $116,717 DUANE MARCHYN $ 91,014 THE PAY OUT IS INCLUDED IN COMPENSATION REPORTED IN SCHEDULE J, PART II, COLUMN B(III). | |
| PART III | PART I, LINE 3: COMPENSATION PAID TO THE ORGANIZATION'S CEO IS ESTABLISHED BY A RELATED ORGANIZATION AND INCLUDES USE OF AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DR JUSTIN GREENLEE | NamePerson |
| Relationship With Organization | DIRECTOR OF FAMILY MEDICAL RESIDENCY | RelationshipWithOrganization |
| Purpose Of Loan | STUDENT LOAN USED AS A RETENTION TOOL | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $25,000 | OriginalPrincipalAmount |
| Balance Due | 25000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 25000 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION MISSION STATEMENT | FORM 990, PAGE 1, PART I, LINE 1: | SOMC MEDICAL CARE FOUNDATION IS ORGANIZED AND OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR ANY SUCCESSOR STATUTE BY RENDERING ANY TYPE OF PROFESSIONAL SERVICE IN THE PRACTICE OF MEDICINE OR SURGERY OR ANY OF ITS BRANCHES, AUTHORIZED UNDER CHAPTER 4731 OF THE OHIO REVISED CODE, FOR THE BENEFIT OF SOMC, AN OHIO NON-PROFIT CORPORATION INCLUDING (A) PROVIDING MEDICAL,SURGICAL AND OTHER HEALTH CARE AND TREATMENT OF THE SICK, DISABLED, AND INJURED, REGARDLESS OF RACE, COLOR, RELIGION, NATIONAL ORIGIN, AGE, HANDICAP, SEX, OR THE ABILITY TO PAY FOR SERVICES; (B) CONDUCTING EDUCATIONAL ACTIVITIES RELATED TO HEALTHCARE AND TREATMENT OF THE SICK, DISABLED, INJURED AND TO PROMOTE AND CARRY ON MEDICAL, SCIENTIFIC AND CLINICAL RESEARCH RELATED TO HEALTH CARE AND TREATMENT OF THE SICK, DISABLED, AND INJURED; AND (C) ENGAGING IN ANY LAWFUL ACTIVITIES FOR WHICH CORPORATIONS MAY BE FORMED UNDER CHAPTER 1785 OF THE OHIO REVISED CODE THAT ARE NOT CONSISTENT WITH THE FOREGOING. |
| FORM 990, PART VI, SECTION A, LINE 6 | SOMC MEDICAL CARE FOUNDATION HAS A SINGLE SHARE OF STOCK OWNED BY DR. KENDALL STEWART, PRESIDENT & CEO. THE ORGANIZATION WAS REQUIRED TO HAVE A SHAREHOLDER UPON ITS FORMATION, IN ORDER TO QUALIFY AS A PROFESSIONAL ASSOCIATION. DR. STEWART REPRESENTS THE TRUSTEE WHO HOLDS LEGAL TITLE TO THE SHARE BUT THE BENEFICIAL OWNER OF THE SHARE, IS SOUTHERN OHIO MEDICAL CENTER. DR. STEWART HAS SIGNED AN AGREEMENT STATING HE HOLDS THE SHARE ONLY BECAUSE A PHYSICIAN IS REQUIRED TO, AND THAT ALL DUTIES REST WITH SOUTHERN OHIO MEDICAL CENTER. | |
| FORM 990, PART VI, SECTION A, LINE 7A | SOMC MEDICAL CARE FOUNDATION'S BOARD OF DIRECTORS ARE ELECTED BY SOUTHERN OHIO MEDICAL CENTER'S BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | SOMC MEDICAL CARE FOUNDATION'S DECISIONS THAT ARE MADE BY THEIR BOARD OF DIRECTORS CAN BE OVERRULED BY SOUTHERN OHIO MEDICAL CENTER'S BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 INFORMATION IS COMPILED IN THE ACCOUNTING DEPARTMENT THEN SENT TO THE INDEPENDENT TAX ACCOUNTANTS TO ANALYZE THE INFORMATION AND COMPLETE THE TAX RETURN. THE FORM IS THEN REVIEWED BY FINANCIAL STAFF, TIED OUT TO THE TRIAL BALANCE, AND E-MAILED TO THE BOARD OF DIRECTORS. IN ADDITION, THE CFO PRESENTS FORM 990 TO THE BOARD EXECUTIVE COMPENSATION COMMITTEE BEFORE FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST STATEMENTS ARE FILLED OUT ANNUALLY IN JANUARY FOR OFFICERS AND FOR NEW AND RETURNING BOARD MEMBERS. COMPLETED CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE AUDIT & COMPLIANCE COMMITTEE. ANY CONFLICTS ARE DOCUMENTED IN THE MINUTES AND ADDRESSED. CONFLICTS OF INTEREST ARE RAISED BY OFFICERS OR BOARD MEMBERS ONCE THEY ARE KNOWN BY THE INDIVIDUAL. BOARD MEMBERS ABSTAIN FROM VOTING IF A CONFLICT IS IDENTIFIED THAT THE BOARD MEMBER IS INVOLVED WITH. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION REVIEW IS COMPLETED BY A RELATED ORGANIZATION, SOUTHERN OHIO MEDICAL CENTER. ON AN ANNUAL BASIS, AN INDEPENDENT CONSULTANT PROVIDES THE BOARD COMPENSATION COMMITTEE WITH COMPARABLE DATA AND OTHER FACTS WHICH ARE USED BY THE COMMITTEE TO DETERMINE EXECUTIVE PAY PHILOSOPHY. THE INDEPENDENT CONSULTANT USED COMPENSATION SURVEYS OF THE SURROUNDING AREA TO DETERMINE EXECUTIVE COMPENSATION RECOMMENDATIONS. THE DECISIONS FOR CEO AND OFFICER COMPENSATION ARE DOCUMENTED IN THE BOARD COMPENSATION COMMITTEE MINUTES, WHICH WAS LAST PERFORMED DURING 2012. THIS COMMITTEE DETERMINES THE CEO'S PAY AND SETS PAY RANGES FOR THE OTHER EXECUTIVES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | SOMC MEDICAL CARE FOUNDATION, INC. PROVIDES ITS FINANCIAL STATEMENTS TO THE PUBLIC THROUGH ITS BOND DISCLOSURE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC ON SOUTHERN OHIO MEDICAL CENTER'S WEBSITE. | |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN OHIO MEDICAL CENTER | |||||||||||
| 1248 KINNEYS LANE | PORTSMOUTH | OH | 45662 | 310678022 | HEALTH CARE | OH | 501(C)(3) | LINE 3 | N/A | 0 | |
| SOMC FOUNDATION INC | |||||||||||
| 1805 27TH STREET | PORTSMOUTH | OH | 45662 | 311564440 | HOLD INVESTMENTS FOR BENEFIT OF SOUTHERN OHIO MEDICAL CENTER | OH | 501(C)(3) | LINE 11A, I | 1 | SOUTHERN OHIO MEDICAL CENTER | |
| SOUTHERN OHIO MEDICAL CENTER TITLE HOLDING COMPANY | |||||||||||
| 1805 27TH STREET | PORTSMOUTH | OH | 45662 | 311417566 | MANAGE REAL ESTATE | OH | 501(C)(2) | N/A | 1 | SOUTHERN OHIO MEDICAL CENTER | |
| THE FRIENDS OF SOUTHERN OHIO MEDICAL CENTER | |||||||||||
| 1805 27TH STREET | PORTSMOUTH | OH | 45662 | 310677520 | FUNDRAISING | OH | 501(C)(3) | LINE 11A, I | 1 | SOUTHERN OHIO MEDICAL CENTER | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SOUTHERN OHIO MEDICAL CENTER | ||
| C | 24517089 | ACCRUAL TRANSACTIONS |
| SOUTHERN OHIO MEDICAL CENTER | ||
| J | 152514 | RENTAL CHARGES PER CONTRACT |
| SOUTHERN OHIO MEDICAL CENTER | ||
| L | 949510 | COST PER CONTRACT |
| SOUTHERN OHIO MEDICAL CENTER | ||
| M | 62393 | COST PER CONTRACT |
| SOUTHERN OHIO MEDICAL CENTER | ||
| O | 35414614 | ALLOCATION OF COSTS |
| SOUTHERN OHIO MEDICAL CENTER | ||
| P | 7322678 | ALLOCATION OF COSTS |
| SOUTHERN OHIO MEDICAL CENTER | ||
| Q | 37737707 | ALLOCATION OF COSTS |
| SOMC TITLE HOLDING COMPANY | ||
| K | 735341 | RENTAL CHARGES PER CONTRACT |
| SOMC TITLE HOLDING COMPANY | ||
| C | 735341 | FORGIVENESS OF RENTAL CHARGES |