ST DAVIDS FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ST DAVIDS FOUNDATION (EIN 74-1356589)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201443189349303494
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T10:46:05-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742939657 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Flieller Kruger Skelton & Plyler PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 West Sixth Street Suite 1200 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741356589 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St David's Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STDA | BusinessNameControlTxt |
| Phone | 5128796603 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 Barton Springs Rd No 600 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78704 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jim Ries | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5128796603 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Greg D Skelton | PreparerPersonNm |
| PTIN | P00104853 | PTIN |
| Phone | 5124796000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Earl Maxwell | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 Barton Springs Rd | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $94,728,083 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.stdavidsfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | To improve health and healthcare for all Central Texans. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 70 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$6,836 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $254,330 | PYContributionsGrantsAmt |
| CY Contributions Grants | $135,408 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $83,918,450 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $90,390,183 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,292,891 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,198,086 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,027 | PYOtherRevenueAmt |
| CY Other Revenue | $4,406 | CYOtherRevenueAmt |
| PY Total Revenue | $86,470,698 | PYTotalRevenueAmt |
| CY Total Revenue | $94,728,083 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $25,407,164 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $39,003,106 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,245,388 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,625,925 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,089,051 | PYOtherExpensesAmt |
| CY Other Expenses | $3,253,674 | CYOtherExpensesAmt |
| PY Total Expenses | $33,741,603 | PYTotalExpensesAmt |
| CY Total Expenses | $47,882,705 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $52,729,095 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $46,845,378 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $564,745,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $661,212,306 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,138,486 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,415,547 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $557,607,398 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $642,796,759 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | St. David's Foundation is committed to positively impacting the health of the community. It controls hospitals dedicated to serving Central Texas under the community benefit standard and The Affordable Care Act,and it provides grants to programs focused on improving health and healthcare in Central Texas. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $39,509,176 | ExpenseAmt |
| Grant | $38,471,522 | GrantAmt |
| Desc | The reporting organization provides grants and corresponding program services to community organizations with the purpose of improving access to health care in Central Texas. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,815,180 | ExpenseAmt |
| Desc | The reporting organization provides free dental care for low income children through Title 1 schools and for indigent adults in Central Texas who have no other access to services. This service is provided with fully equipped mobile dental clinics that are taken to the schools and safety-net agencies where the adults are located. Each clinic is staffed with full time dentists and support personnel. In 2013, the mobile clinics served 46 Title 1 elementary schools in 6 independent school districts. At these schools we screened 17,196 children for decay, and patient encounters totaled 14,262 for acute and restorative treatment. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $88,830,950 | RevenueAmt |
| Desc | The reporting organization controls hospitals dedicated to serving Central Texas under the community benefit standard and The Affordable Care Act. St. David's Healthcare Partnership includes hospitals, free-standing emergency rooms, ambulatory care centers, and urgent care centers. In 2013, 66,668 patients were admitted and there were 300,028 emergency room visits. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $531,584 | ExpenseAmt |
| Grant | $531,584 | GrantAmt |
| Desc | The reporting organization pays for discounted eye exams and eye glasses for low income Central Texans. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $531,584 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $531,584 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $44,855,940 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 85 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 70 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jim Ries | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5128796603 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 Barton Springs Rd Suite 600 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78704 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Jerry Turner | |||||||||
| Board Chair | 14.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| Scott Thomas | |||||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Marc Winkelman | |||||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Karen Cole | |||||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Lynn Sherman | |||||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Charles Chaffin | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Rev David Boyd | |||||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Ray Bonilla | |||||||||
| Vice-Chair | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| John Murray | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kathleen Angel | |||||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Peter Pincoffs | |||||||||
| Secretary | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jo Anne Christian | |||||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Cathy Iberg | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Scott Nabers | |||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| H David Hughes | |||||||||
| Chair, Board of Governors | 14.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| Ray Benson | |||||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Albert Hawkins | |||||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Susie Jastrow | |||||||||
| Chair, CHAC | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| CW Hetherly | |||||||||
| Past Chair, Board of Governors | 14.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| Shannon Ratliff II | |||||||||
| Chair Elect, CHAC | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robena Jackson | |||||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| R Earl Maxwell | |||||||||
| CEO | 40.00 | 5.00 | $313,746 | $0 | $14,765 | Yes (X) | |||
| James J Ries | |||||||||
| CFO | 38.00 | 2.00 | $179,011 | $0 | $12,736 | Yes (X) | |||
| Bobbie Barker | |||||||||
| Vice President | 34.00 | 6.00 | $212,418 | $0 | $13,540 | Yes (X) | |||
| Patrice Coons | |||||||||
| Clinical Director | 40.00 | $160,067 | $0 | $11,961 | Yes (X) | ||||
| Shailee Gupta | |||||||||
| Lead Dentist | 40.00 | $137,072 | $0 | $17,091 | Yes (X) | ||||
| Caesar Collazo | |||||||||
| Lead Dentist | 40.00 | $138,226 | $0 | $17,050 | Yes (X) | ||||
| Ensy Atarod | |||||||||
| Lead Dentist | 40.00 | $132,849 | $0 | $16,933 | Yes (X) | ||||
| Mamatha Pasala | |||||||||
| Dentist | 40.00 | $119,076 | $0 | $16,617 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,392,465 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $120,693 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $135,408 | AllOtherContributionsAmt |
| Total Contributions | $135,408 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| St. David's HealthCare Partnershi | 621990 | $88,830,950 | $88,830,950 |
| Medicare Reimbursement | 621990 | $1,559,233 | $1,559,233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $90,390,183 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,198,086 | TotalRevenueColumnAmt |
| Exclusion | $4,198,086 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,406 | TotalRevenueColumnAmt |
| Exclusion | $4,406 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,728,083 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $90,390,183 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,202,492 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,840,022 | TotalAmt |
| Program Services | $37,840,022 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,163,084 | TotalAmt |
| Program Services | $1,163,084 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,159,896 | TotalAmt |
| Program Services | $386,026 | ProgramServicesAmt |
| Management And General | $773,870 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,522,637 | TotalAmt |
| Program Services | $2,805,464 | ProgramServicesAmt |
| Management And General | $717,173 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,300 | TotalAmt |
| Program Services | $71,607 | ProgramServicesAmt |
| Management And General | $17,693 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,326 | TotalAmt |
| Program Services | $463,271 | ProgramServicesAmt |
| Management And General | $97,055 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,766 | TotalAmt |
| Program Services | $221,661 | ProgramServicesAmt |
| Management And General | $72,105 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,445 | TotalAmt |
| Management And General | $58,445 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,260 | TotalAmt |
| Management And General | $71,260 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,724 | TotalAmt |
| Management And General | $428,724 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,829 | TotalAmt |
| Program Services | $143,360 | ProgramServicesAmt |
| Management And General | $46,469 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,757 | TotalAmt |
| Program Services | $36,013 | ProgramServicesAmt |
| Management And General | $311,744 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,325 | TotalAmt |
| Program Services | $142,720 | ProgramServicesAmt |
| Management And General | $179,605 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,578 | TotalAmt |
| Program Services | $68,061 | ProgramServicesAmt |
| Management And General | $39,517 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,460 | TotalAmt |
| Program Services | $183,029 | ProgramServicesAmt |
| Management And General | $127,431 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,322 | TotalAmt |
| Program Services | $69,945 | ProgramServicesAmt |
| Management And General | $13,377 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,376 | TotalAmt |
| Program Services | $81,499 | ProgramServicesAmt |
| Management And General | $42,877 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,710 | TotalAmt |
| Program Services | $97,699 | ProgramServicesAmt |
| Management And General | $67,011 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,411 | TotalAmt |
| Program Services | $111,212 | ProgramServicesAmt |
| Management And General | $146,199 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Dental Program Supplies | $517,386 | $517,386 | |
| Leased Equipment | $195,423 | $183,337 | $12,086 |
| Complex Dental Care Sub | $139,695 | $139,695 | |
| Repairs and Maintenance | $130,849 | $130,849 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$195,876 | TotalAmt |
| Management And General | -$195,876 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,882,705 | TotalAmt |
| Program Services | $44,855,940 | ProgramServicesAmt |
| Management And General | $3,026,765 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237 | BOYAmt |
| EOY | $166 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,603,438 | BOYAmt |
| EOY | $7,247,481 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,488,844 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,936,578 | BOYAmt |
| EOY | $7,290,984 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,751 | BOYAmt |
| EOY | $111,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,006,800 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $453,530 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,630 | BOYAmt |
| EOY | $2,553,270 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,649,522 | BOYAmt |
| EOY | $368,598,140 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,962,728 | BOYAmt |
| EOY | $273,921,577 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,745,884 | BOYAmt |
| EOY | $661,212,306 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,119,603 | BOYAmt |
| EOY | $955,015 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,555,548 | BOYAmt |
| EOY | $15,901,204 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,463,335 | BOYAmt |
| EOY | $1,559,328 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,138,486 | BOYAmt |
| EOY | $18,415,547 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,497,223 | BOYAmt |
| EOY | $640,175,598 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,254 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,584,921 | BOYAmt |
| EOY | $2,621,161 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $557,607,398 | BOYAmt |
| EOY | $642,796,759 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,745,884 | BOYAmt |
| EOY | $661,212,306 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $46,845,378 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $38,343,983 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,121 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $28,917 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $30,038 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | The Schedule K-1 from St. David's Healthcare Partnership, LP (the "Partnership") included $28,917 of lobbying expenditures, which constituted the portion of the organization's annual association dues dedicated to lobbying activities. In addition to amounts reported on the above-mentioned Schedule K-1, the Partnership participated in direct contact with local legislators. David Huffstutler, CEO of the Partnership, spent 3 hours on lobbying activities during 2013. The amount reported on Line 1g above reflects the costs of these activities based upon hourly rates of compensation and allocable overhead for the officer involved. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,584,920 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $36,241 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,621,161 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,549,231 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $35,689 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,584,920 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,593,317 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$44,086 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,549,231 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,559,582 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $33,735 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,593,317 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,500,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $59,582 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,559,582 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,006,800 | OtherCostOrOtherBasisAmt |
| Depreciation | $453,530 | DepreciationAmt |
| Book Value | $2,553,270 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,553,270 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (15 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| TIFF Absolute Return Pool II | $18,462,655 | F |
| TIFF Multi Asset Fund | $189,179,316 | F |
| TIFF Private Equity Partners 2007 | $3,608,626 | F |
| TIFF Private Equity Partners 2008 | $3,668,321 | F |
| TIFF Private Equity Partners 2009 | $1,643,842 | F |
| TIFF Realty & Resources III | $2,453,907 | F |
| TIFF Realty & Resources 2008 | $1,611,534 | F |
| TIFF Realty & Resources 2009 | $1,034,968 | F |
| TIFF Short Term | $15,906,037 | F |
| Vanguard Total Stock Index Fund | $18,605,731 | F |
| Vanguard International Stock Index Fund | $20,455,599 | F |
| TIFF Keystone Fund | $88,707,898 | F |
| TIFF Special Opportunities Fund | $1,407,791 | F |
| TIFF Private Equity Partners 2012 | $1,429,725 | F |
| TIFF Private Equity Partners 2013 | $422,190 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $368,598,140 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | St. David's Healthcare Partnership, LP, LLP | Desc |
| Book Value | $273,921,577 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $273,921,577 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to St. David's Community Health Foundation Holdings | $1,561,397 |
| Due to St. David's Foundation Community Fund | -$2,217 |
| Due to St. David's Community Health Foundation Initiatives | $148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,559,328 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Key Endowment funds were left to the reporting organization as a bequest, and may be used for charitable purposes. |
| Part X, Line 2: | The Foundation, Holdings, Community Fund, and Initiatives are public, nonprofit 501(C)(3) organizations exempt from federal income taxes under Section 501(C)(3) of the Internal Revenue Code, except to the extent they have unrelated business activities. As such, no provision for federal income taxes has been made in the accompanying consolidated financial statements related to these four entities. The Foundation's policy is to record interest and penalty expense related to income taxes as interest and other expense, respectively. At December 31, 2013 and 2012, no interest or penalties have been or are required to be accrued. The Foundation, generally, is no longer subject to income tax examination by federal authorities for years prior to December 31, 2009. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 500.000000000000 | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $31,214,510 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $529,145 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $30,685,365 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05800 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $43,600,897 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $49,716,776 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | -$6,115,879 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $74,815,407 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $50,245,921 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $24,569,486 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05800 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,142,770 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,142,770 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01160 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,311,895 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,311,895 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00250 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $40,542,926 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $40,542,926 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07650 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $47,997,591 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $47,997,591 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.09060 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $122,812,998 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $50,245,921 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $72,567,077 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.14860 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $6,022,066 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $126,412,202 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $116,927,093 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $9,485,109 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Ofcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|---|
| 1 St David's HealthCare Partnership LP LLP | |||
| The Foundation owns a controlling interest in St. David's Healthcare | 0.40590 | 0.00000 | 0.00000 |
| 2 | |||
| Partnership, which operated four hospitals in Central Texas. | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 4 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (4 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Website AddressWebsiteAddressTxt | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd |
|---|---|---|---|---|---|---|---|---|---|
| St David's Medical Center | |||||||||
| 1 | 919 E 32nd Street | Austin | TX | 78705 | www.stdavids.com | Yes (X) | Yes (X) | Yes (X) | A |
| St David's North Austin Medical Center | |||||||||
| 2 | 12221 N Mopac Expwy | Austin | TX | 78758 | www.stdavids.com | Yes (X) | Yes (X) | Yes (X) | A |
| St David's South Austin Medical Center | |||||||||
| 3 | 901 W Ben White Blvd | Austin | TX | 78704 | www.stdavids.com | Yes (X) | Yes (X) | Yes (X) | A |
| St David's Round Rock Medical Center | |||||||||
| 4 | 2400 Round Rock Ave | Round Rock | TX | 78681 | www.stdavids.com | Yes (X) | Yes (X) | Yes (X) | A |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Facility Reporting Group A | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 13 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | www.stdavidsfoundation.org/about/communit | OwnWebsiteURLTxt |
| Rpt Available Upon Request | Yes (X) | RptAvailableUponRequestInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Adopt Implementation Strategy | Yes (X) | AdoptImplementationStrategyInd |
| Exec Implementation Strategy | Yes (X) | ExecImplementationStrategyInd |
| Develop Community Wide Plan | Yes (X) | DevelopCommunityWidePlanInd |
| Exec Community Wide Plan | Yes (X) | ExecCommunityWidePlanInd |
| Include Operational Plan | Yes (X) | IncludeOperationalPlanInd |
| Adopt Budget | Yes (X) | AdoptBudgetInd |
| Prioritize Health Needs | Yes (X) | PrioritizeHealthNeedsInd |
| Prioritize Services | Yes (X) | PrioritizeServicesInd |
| All Needs Addressed | Yes (1) | AllNeedsAddressedInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Used Deter Elig Free Care | Yes (1) | FPGUsedDeterEligFreeCareInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Used Determ Elig Dscnt Care | Yes (1) | FPGUsedDetermEligDscntCareInd |
| FPG Family Incm Lmt Dscnt Care | 500.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| Income Level | Yes (X) | IncomeLevelInd |
| Asset Level | Yes (X) | AssetLevelInd |
| Medical Indigency | Yes (X) | MedicalIndigencyInd |
| Insurance Status | Yes (X) | InsuranceStatusInd |
| Uninsured Discount | Yes (X) | UninsuredDiscountInd |
| Medicaid Medicare | Yes (X) | MedicaidMedicareInd |
| State Regulation | Yes (X) | StateRegulationInd |
| Residency | Yes (X) | ResidencyInd |
| Other Factors | Yes (X) | OtherFactorsInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| Posted On Website | Yes (X) | PostedOnWebsiteInd |
| Posted In Emergency Room | Yes (X) | PostedInEmergencyRoomInd |
| Posted In Admission Office | Yes (X) | PostedInAdmissionOfficeInd |
| Provided On Admission | Yes (X) | ProvidedOnAdmissionInd |
| Available On Request | Yes (X) | AvailableOnRequestInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Other Method Used | Yes (X) | OtherMethodUsedInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (26 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Section B | Facility Reporting Group A |
| Facility Reporting Group A consists of: | - Facility 1: St. David's Medical Center, - Facility 2: St. David's North Austin Medical Center, - Facility 3: St. David's South Austin Medical Center, - Facility 4: St. David's Round Rock Medical Center |
| Facility 1 -- St. David's Medical Center Part V, Section B, line 3: | In preparation of the CHNA for Austin / Travis County, the reporting organization collaborated with Seton and Central Health. Through the collective effort, forums, focus groups, and interviews were conducted from February - March 2012 with leaders from a wide range of organizations in different sectors, community stakeholders, and residents to gauge their perceptions of the community, their health concerns, and what programming, services, or initiatives are most needed to address these concerns. Priority sectors and representative participants were identified based on: 1) a brainstorming session with members from the Core Coordinating and Steering Committees, 2) a survey completed by the Steering Committee nominating key informants, and 3) a survey completed by the Outreach and Engagement Subcommittee identifying focus group sectors and relevant community-based organizations. To this end, a total of 4 community forums, 14 focus groups, and 28 interviews with community stakeholders were conducted. Additionally, findings from 25 key informant interviews with senior leaders in multiple sectors including the business, education, and health fields previously conducted for the Central Health Connection's Leader Dialogue Series were included in the analysis. Ultimately, the qualitative research engaged over 300 individuals in discussion about the health issues they deemed critical in their community.In preparation of the CHNA for Bastrop County and for Hays County, the reporting organization collaborated with Seton and Central Health. Through the collective effort, five key informant interviews were conducted by telephone or in-person during October-November 2013 with leaders in the counties to gather feedback on priority health concerns, community challenges to addressing these concerns, current strengths of the area, and opportunities for the future. Interviews included discussions with health care, educational, social service, and governmental leaders. A semi-structured interview guide was used across interviews to ensure consistency in the topics covered. The key informant interviewees from Bastrop County included the General Manager of Capital Area Rural Transportation System, the Mayor of the City of Bastrop, the Executive Director of Bluebonnet Trails Community Services, the Crisis Services Coordinator for the Family Crisis Center, and the Executive Director of Community Services for the Bastrop Independent School District. The key informant interviewees from Hays County included the Pastor of Cypress Creek Church, the Case Manager of Scheib Center, the CEO of Central Texas Medical Center, the Practice Manager of CommuniCare Health Centers, and the Director of Student Health Services for the Hays Independent School District.In preparation of the CHNA for Williamson County, the reporting organization collaborated with Seton and Central Health. Community input and opinions were obtained through activities initiated by the WilCo Wellness Alliance. The Alliance, formed in 2009, is a health and wellness coalition that works to build healthier communities in Williamson County through policy, systems and environmental change. There is broad representation from the community: local government, community organizations, schools, healthcare, faith-based, businesses, and residents. Currently 146 organizations and 402 individuals make up the countywide WilCo Wellness Alliance. Approximately 74 individuals participate at the leadership level on the Community Health Improvement Steering Committee. The Alliance conducted community meetings and surveys, gathered healthcare data and epidemiology studies, and solicited reports created through local serving agencies. |
| Facility 1 -- St. David's Medical Center Part V, Section B, line 5d: | The Community Health Needs Assessments are made available on the facility's web page, www.stdavids.com/locations/st-davids-medical-center |
| Facility 1 -- St. David's Medical Center Part V, Section B, line 10: | In compliance with IRC Section 501(r), the hospitals provide 100% financial assistance(Charity Care) for eligible patients with income equal to or less than 200% of the Federal Poverty Guidelines(FPG). Eligiblity is determined using various sources of documentation and income verification. The accounts for individuals without any health insurance who live in low income zip codes and who fail to respond to collection efforts are removed from accounts receivable and treated as charity care. All collections efforts cease on these accounts once classified as charity care. |
| Facility 1 -- St. David's Medical Center Part V, Section B, line 11: | For eligible patients with income over 200% FPG and equal to 500% or less than FPG, discounts are provided on a sliding scale. Eligiblity is determined using various sources of documentation and income verification. |
| Facility 1 -- St. David's Medical Center Part V, Section B, line 12i: | The following is a summary of the Charity Care Policy adopted by St. David's Medical Center:The facility provides applications to patients and provides help, if needed to fill out the application for charity care. The patient is asked to verify the income of family members. Adult patients must provide the income for spouses and any dependents. Dependent patients must provide the income for parents and other dependents.The facility seeks documentation of income from the patient including W-2 and paycheck stubs. Qualification for a public benefit program also qualifies patients for charity care. The facility works with patients who do not have documentation to find other ways to prove the patient's status.The facility determines charity eligibility for patients who have an income in excess of 200% of Federal Poverty Guidelines. For these financially indigent patients, a sliding scale discount is applied to accounts for patients whose income is between 200% and 500% of FPG. If the patient's discounted account balance, after any third-party payments, exceeds 10% of the patient's annual income, the excess is forgiven. |
| Facility 1 -- St. David's Medical Center Part V, Section B, line 20d: | The amount due will not exceed amounts generally billed to patients with insurance as determined by using the look back method described in the Internal Revenue Service Regulations. |
| Facility 2 -- St. David's North Austin Medical Center Part V, Section B, line 3: | In preparation of the CHNA for Austin / Travis County, the reporting organization collaborated with Seton and Central Health. Through the collective effort, forums, focus groups, and interviews were conducted from February - March 2012 with leaders from a wide range of organizations in different sectors, community stakeholders, and residents to gauge their perceptions of the community, their health concerns, and what programming, services, or initiatives are most needed to address these concerns. Priority sectors and representative participants were identified based on: 1) a brainstorming session with members from the Core Coordinating and Steering Committees, 2) a survey completed by the Steering Committee nominating key informants, and 3) a survey completed by the Outreach and Engagement Subcommittee identifying focus group sectors and relevant community-based organizations. To this end, a total of 4 community forums, 14 focus groups, and 28 interviews with community stakeholders were conducted. Additionally, findings from 25 key informant interviews with senior leaders in multiple sectors including the business, education, and health fields previously conducted for the Central Health Connection's Leader Dialogue Series were included in the analysis. Ultimately, the qualitative research engaged over 300 individuals in discussion about the health issues they deemed critical in their community.In preparation of the CHNA for Bastrop County and for Hays County, the reporting organization collaborated with Seton and Central Health. Through the collective effort, five key informant interviews were conducted by telephone or in-person during October-November 2013 with leaders in the counties to gather feedback on priority health concerns, community challenges to addressing these concerns, current strengths of the area, and opportunities for the future. Interviews included discussions with health care, educational, social service, and governmental leaders. A semi-structured interview guide was used across interviews to ensure consistency in the topics covered. The key informant interviewees from Bastrop County included the General Manager of Capital Area Rural Transportation System, the Mayor of the City of Bastrop, the Executive Director of Bluebonnet Trails Community Services, the Crisis Services Coordinator for the Family Crisis Center, and the Executive Director of Community Services for the Bastrop Independent School District. The key informant interviewees from Hays County included the Pastor of Cypress Creek Church, the Case Manager of Scheib Center, the CEO of Central Texas Medical Center, the Practice Manager of CommuniCare Health Centers, and the Director of Student Health Services for the Hays Independent School District.In preparation of the CHNA for Williamson County, the reporting organization collaborated with Seton and Central Health. Community input and opinions were obtained through activities initiated by the WilCo Wellness Alliance. The Alliance, formed in 2009, is a health and wellness coalition that works to build healthier communities in Williamson County through policy, systems and environmental change. There is broad representation from the community: local government, community organizations, schools, healthcare, faith-based, businesses, and residents. Currently 146 organizations and 402 individuals make up the countywide WilCo Wellness Alliance. Approximately 74 individuals participate at the leadership level on the Community Health Improvement Steering Committee. The Alliance conducted community meetings and surveys, gathered healthcare data and epidemiology studies, and solicited reports created through local serving agencies. |
| Facility 2 -- St. David's North Austin Medical Center Part V, Section B, line 5d: | The Community Health Needs Assessments are made available on the facility's web page, www.stdavids.com/locations/st-davids-north-austin-medical-center. |
| Facility 2 -- St. David's North Austin Medical Center Part V, Section B, line 10: | In compliance with IRC Section 501(r), the hospitals provide 100% financial assistance(Charity Care) for eligible patients with income equal to or less than 200% of the Federal Poverty Guidelines(FPG). Eligiblity is determined using various sources of documentation and income verification. The accounts for individuals without any health insurance who live in low income zip codes and who fail to respond to collection efforts are removed from accounts receivable and treated as charity care. All collections efforts cease on these accounts once classified as charity care. |
| Facility 2 -- St. David's North Austin Medical Center Part V, Section B, line 11: | For eligible patients with income over 200% FPG and equal to 500% or less than FPG, discounts are provided on a sliding scale. Eligiblity is determined using various sources of documentation and income verification. |
| Facility 2 -- St. David's North Austin Medical Center Part V, Section B, line 12i: | The following is a summary of the Charity Care Policy adopted by St. David's North Austin Medical Center:The facility provides applications to patients and provides help, if needed to fill out the application for charity care. The patient is asked to verify the income of family members. Adult patients must provide the income for spouses and any dependents. Dependent patients must provide the income for parents and other dependents.The facility seeks documentation of income from the patient including W-2 and paycheck stubs. Qualification for a public benefit program also qualifies patients for charity care. The facility works with patients who do not have documentation to find other ways to prove the patient's status.The facility determines charity eligibility for patients who have an income in excess of 200% of Federal Poverty Guidelines. For these financially indigent patients, a sliding scale discount is applied to accounts for patients whose income is between 200% and 500% of FPG. If the patient's discounted account balance, after any third-party payments, exceeds 10% of the patient's annual income, the excess is forgiven. |
| Facility 2 -- St. David's North Austin Medical Center Part V, Section B, line 20d: | The amount due will not exceed amounts generally billed to patients with insurance as determined by using the look back method described in the Internal Revenue Service Regulations. |
| Facility 3 -- St. David's South Austin Medical Center Part V, Section B, line 3: | In preparation of the CHNA for Austin / Travis County, the reporting organization collaborated with Seton and Central Health. Through the collective effort, forums, focus groups, and interviews were conducted from February - March 2012 with leaders from a wide range of organizations in different sectors, community stakeholders, and residents to gauge their perceptions of the community, their health concerns, and what programming, services, or initiatives are most needed to address these concerns. Priority sectors and representative participants were identified based on: 1) a brainstorming session with members from the Core Coordinating and Steering Committees, 2) a survey completed by the Steering Committee nominating key informants, and 3) a survey completed by the Outreach and Engagement Subcommittee identifying focus group sectors and relevant community-based organizations. To this end, a total of 4 community forums, 14 focus groups, and 28 interviews with community stakeholders were conducted. Additionally, findings from 25 key informant interviews with senior leaders in multiple sectors including the business, education, and health fields previously conducted for the Central Health Connection's Leader Dialogue Series were included in the analysis. Ultimately, the qualitative research engaged over 300 individuals in discussion about the health issues they deemed critical in their community.In preparation of the CHNA for Bastrop County and for Hays County, the reporting organization collaborated with Seton and Central Health. Through the collective effort, five key informant interviews were conducted by telephone or in-person during October-November 2013 with leaders in the counties to gather feedback on priority health concerns, community challenges to addressing these concerns, current strengths of the area, and opportunities for the future. Interviews included discussions with health care, educational, social service, and governmental leaders. A semi-structured interview guide was used across interviews to ensure consistency in the topics covered. The key informant interviewees from Bastrop County included the General Manager of Capital Area Rural Transportation System, the Mayor of the City of Bastrop, the Executive Director of Bluebonnet Trails Community Services, the Crisis Services Coordinator for the Family Crisis Center, and the Executive Director of Community Services for the Bastrop Independent School District. The key informant interviewees from Hays County included the Pastor of Cypress Creek Church, the Case Manager of Scheib Center, the CEO of Central Texas Medical Center, the Practice Manager of CommuniCare Health Centers, and the Director of Student Health Services for the Hays Independent School District.In preparation of the CHNA for Williamson County, the reporting organization collaborated with Seton and Central Health. Community input and opinions were obtained through activities initiated by the WilCo Wellness Alliance. The Alliance, formed in 2009, is a health and wellness coalition that works to build healthier communities in Williamson County through policy, systems and environmental change. There is broad representation from the community: local government, community organizations, schools, healthcare, faith-based, businesses, and residents. Currently 146 organizations and 402 individuals make up the countywide WilCo Wellness Alliance. Approximately 74 individuals participate at the leadership level on the Community Health Improvement Steering Committee. The Alliance conducted community meetings and surveys, gathered healthcare data and epidemiology studies, and solicited reports created through local serving agencies. |
| Facility 3 -- St. David's South Austin Medical Center Part V, Section B, line 5d: | The Community Health Needs Assessments are made available on the facility's web page, www.stdavids.com/locations/st-davids-south-austin-medical-center |
| Facility 3 -- St. David's South Austin Medical Center Part V, Section B, line 10: | In compliance with IRC Section 501(r), the hospitals provide 100% financial assistance(Charity Care) for eligible patients with income equal to or less than 200% of the Federal Poverty Guidelines(FPG). Eligiblity is determined using various sources of documentation and income verification. The accounts for individuals without any health insurance who live in low income zip codes and who fail to respond to collection efforts are removed from accounts receivable and treated as charity care. All collections efforts cease on these accounts once classified as charity care. |
| Facility 3 -- St. David's South Austin Medical Center Part V, Section B, line 11: | For eligible patients with income over 200% FPG and equal to 500% or less than FPG, discounts are provided on a sliding scale. Eligiblity is determined using various sources of documentation and income verification. |
| Facility 3 -- St. David's South Austin Medical Center Part V, Section B, line 12i: | The following is a summary of the Charity Care Policy adopted by St. David's South Austin Medical Center:The facility provides applications to patients and provides help, if needed to fill out the application for charity care. The patient is asked to verify the income of family members. Adult patients must provide the income for spouses and any dependents. Dependent patients must provide the income for parents and other dependents.The facility seeks documentation of income from the patient including W-2 and paycheck stubs. Qualification for a public benefit program also qualifies patients for charity care. The facility works with patients who do not have documentation to find other ways to prove the patient's status.The facility determines charity eligibility for patients who have an income in excess of 200% of Federal Poverty Guidelines. For these financially indigent patients, a sliding scale discount is applied to accounts for patients whose income is between 200% and 500% of FPG. If the patient's discounted account balance, after any third-party payments, exceeds 10% of the patient's annual income, the excess is forgiven. |
| Facility 3 -- St. David's South Austin Medical Center Part V, Section B, line 20d: | The amount due will not exceed amounts generally billed to patients with insurance as determined by using the look back method described in the Internal Revenue Service Regulations. |
| Facility 4 -- St. David's Round Rock Medical Center Part V, Section B, line 3: | In preparation of the CHNA for Austin / Travis County, the reporting organization collaborated with Seton and Central Health. Through the collective effort, forums, focus groups, and interviews were conducted from February - March 2012 with leaders from a wide range of organizations in different sectors, community stakeholders, and residents to gauge their perceptions of the community, their health concerns, and what programming, services, or initiatives are most needed to address these concerns. Priority sectors and representative participants were identified based on: 1) a brainstorming session with members from the Core Coordinating and Steering Committees, 2) a survey completed by the Steering Committee nominating key informants, and 3) a survey completed by the Outreach and Engagement Subcommittee identifying focus group sectors and relevant community-based organizations. To this end, a total of 4 community forums, 14 focus groups, and 28 interviews with community stakeholders were conducted. Additionally, findings from 25 key informant interviews with senior leaders in multiple sectors including the business, education, and health fields previously conducted for the Central Health Connection's Leader Dialogue Series were included in the analysis. Ultimately, the qualitative research engaged over 300 individuals in discussion about the health issues they deemed critical in their community.In preparation of the CHNA for Bastrop County and for Hays County, the reporting organization collaborated with Seton and Central Health. Through the collective effort, five key informant interviews were conducted by telephone or in-person during October-November 2013 with leaders in the counties to gather feedback on priority health concerns, community challenges to addressing these concerns, current strengths of the area, and opportunities for the future. Interviews included discussions with health care, educational, social service, and governmental leaders. A semi-structured interview guide was used across interviews to ensure consistency in the topics covered. The key informant interviewees from Bastrop County included the General Manager of Capital Area Rural Transportation System, the Mayor of the City of Bastrop, the Executive Director of Bluebonnet Trails Community Services, the Crisis Services Coordinator for the Family Crisis Center, and the Executive Director of Community Services for the Bastrop Independent School District. The key informant interviewees from Hays County included the Pastor of Cypress Creek Church, the Case Manager of Scheib Center, the CEO of Central Texas Medical Center, the Practice Manager of CommuniCare Health Centers, and the Director of Student Health Services for the Hays Independent School District.In preparation of the CHNA for Williamson County, the reporting organization collaborated with Seton and Central Health. Community input and opinions were obtained through activities initiated by the WilCo Wellness Alliance. The Alliance, formed in 2009, is a health and wellness coalition that works to build healthier communities in Williamson County through policy, systems and environmental change. There is broad representation from the community: local government, community organizations, schools, healthcare, faith-based, businesses, and residents. Currently 146 organizations and 402 individuals make up the countywide WilCo Wellness Alliance. Approximately 74 individuals participate at the leadership level on the Community Health Improvement Steering Committee. The Alliance conducted community meetings and surveys, gathered healthcare data and epidemiology studies, and solicited reports created through local serving agencies. |
| Facility 4 -- St. David's Round Rock Medical Center Part V, Section B, line 5d: | The Community Health Needs Assessments are made available on the facility's web page, www.stdavids.com/locations/st-davids-round-rock-medical-center |
| Facility 4 -- St. David's Round Rock Medical Center Part V, Section B, line 10: | In compliance with IRC Section 501(r), the hospitals provide 100% financial assistance(Charity Care) for eligible patients with income equal to or less than 200% of the Federal Poverty Guidelines(FPG). Eligiblity is determined using various sources of documentation and income verification. The accounts for individuals without any health insurance who live in low income zip codes and who fail to respond to collection efforts are removed from accounts receivable and treated as charity care. All collections efforts cease on these accounts once classified as charity care. |
| Facility 4 -- St. David's Round Rock Medical Center Part V, Section B, line 11: | For eligible patients with income over 200% FPG and equal to 500% or less than FPG, discounts are provided on a sliding scale. Eligiblity is determined using various sources of documentation and income verification. |
| Facility 4 -- St. David's Round Rock Medical Center Part V, Section B, line 12i: | The following is a summary of the Charity Care Policy adopted by St. David's Round Rock Medical Center:The facility provides applications to patients and provides help, if needed to fill out the application for charity care. The patient is asked to verify the income of family members. Adult patients must provide the income for spouses and any dependents. Dependent patients must provide the income for parents and other dependents.The facility seeks documentation of income from the patient including W-2 and paycheck stubs. Qualification for a public benefit program also qualifies patients for charity care. The facility works with patients who do not have documentation to find other ways to prove the patient's status.The facility determines charity eligibility for patients who have an income in excess of 200% of Federal Poverty Guidelines. For these financially indigent patients, a sliding scale discount is applied to accounts for patients whose income is between 200% and 500% of FPG. If the patient's discounted account balance, after any third-party payments, exceeds 10% of the patient's annual income, the excess is forgiven. |
| Facility 4 -- St. David's Round Rock Medical Center Part V, Section B, line 20d: | The amount due will not exceed amounts generally billed to patients with insurance as determined by using the look back method described in the Internal Revenue Service Regulations. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 2 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | FacilityFacilityTxt |
|---|---|---|---|---|
| Bailey Square Medical Center | ||||
| 1111 W 34th St 400 | Austin | TX | 78705 | Ambulatory Surgery Center |
| South Austin Surgery Center | ||||
| 4207 James Casey St 203 | Austin | TX | 78745 | Ambulatory Surgery Center |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | In compliance with IRC Section 501(r), the hospitals provide 100% financial assistance(Charity Care) for eligible patients with income equal to or less than 200% of the Federal Poverty Guidelines(FPG). For eligible patients with income over 200% FPG and equal to 500% or less than FPG, discounts are provided on a sliding scale. Eligibility is determined using various sources of documentation and income verification. The accounts for individuals without any health insurance who live in low income zip codes and who fail to respond to collection efforts are removed from accounts receivable and treated as charity care. |
| Part I, Line 7: | The hospitals utilize the cost to charge ratio from the audited financial statements. |
| Part I, Ln 7 Col(f): | Bad debts are excluded from the calculation of total expenses. |
| Part II, Community Building Activities: | All of the hospitals are active in the community promoting health of Central Texans. The Foundation provides significant grants each year to numerous agencies and local safety net clinics. The foundation focuses its funding on six key areas that will improve the health and health care of all Central Texans. |
| Part III, Line 4: | St. David's Foundation's proportionate share of bad debt expense from its ownership interest in St. David's Healthcare Partnership, LP, LLP (the "Partnership") is reported on Schedule H, Part III, Line 2. Following is the footnote to the Partnership's audited financial statements which describes bad debt expense:"The SDHP [the Partnership] records a provision for doubtful accounts (based primarily on historical collection experience) related to uninsured accounts at the estimated net self-pay revenues the Partnership expects to collect. Adverse changes in general economic conditions, business office operations, payor mix, or trends in federal or state governmental health coverage could affect the Partnership's collection of accounts receivable, cash flows, and results of operations." |
| Part III, Line 9b: | The hospital facilities do not take any actions listed in Schedule H, Part V, Section B, Lines 15 and 16. The facilities write off all charity care and in compliance with IRC Section 501(r), do not pursue collection on patients who qualify for charity care. |
| Part I, Line 3c: | Part I, Line 7b, Column (d): Offsetting revenue in Column (d) reflects the difference between Medicare and Medicaid reimbursement rates. Even the higher Medicare reimbursement rate does not cover the cost of services.Part I, Line 7b, Column (f): In accordance with Form 990 instructions, the percent of total expense for Line 7b, Unreimbursed Medicaid, is reported as zero. The actual amount of Line 7b, Column (f) is -1.15%. Lines 7d and 7k, Column (f), would be 4.65% and 13.71%, respectively.Part III, Line 1: Hospitals controlled by the Foundation determine bad debt and charity care in accordance with GAAP and with IRC Section 501(r). Whether bad debt is determined in accordance with Statement 15 requirements is a more difficult issue. Statement 15 requires hospitals to recognize revenue only when collections are reasonably assured and for an amount that is determinable. Most hospitals, including those controlled by the Foundation, use mathematical models based on prior history to determine the percentage of patient billings that is likely to result in bad debt.For this reason, and out of an abundance of caution, the Foundation has answered "no" to whether Statement 15 is followed. Despite the best efforts of HMFA to assist hospitals in determining the difference between patients who have the capacity to pay for their care but won't pay and patients who lack the capacity to pay, the determination always involves judgment. However, the hospitals controlled by the Foundation determine charity care on the core principles set forth in Statement 15, including specific criteria for charity care, a specific time of determination, record keeping, disclosure of the charity care policy and valuation of charity care at cost. |
| Part VI, Line 2: | The Partnership Strategic Planning Process continually assesses and addresses the needs of the community. The Foundation recently participated in a capacity study for the surrounding service area to assess the overall community needs. The Foundation's Grants Program addresses the needs of the service area. |
| Part VI, Line 3: | Each hospital posts a summary of its charity care policy in admission areas, emergency rooms, and other areas where eligible patients are likely to be present. The hospitals' Condition of Admission consent informs the patients that they may be eligible for financial assistance or charity care and they may request information about these programs. A summary of the financial assistance program is provided to the patient during the intake and discharge processes. Patients are informed of availability of various government benefits, such as Medicaid, and receive assistance with the qualification for such programs, where applicable. |
| Part VI, Line 4: | The hospitals are located in Travis and Williamson counties. The patients are predominately from Travis, Williamson and Hays counties. The Foundation's grant program recipients closely align with patient demographics served at the hospitals. |
| Part VI, Line 5: | The hospitals operate as exempt hospitals; they have open emergency rooms and medical staff. The Foundation invests its share of earnings from the hospitals into programs in Central Texas that increase access to healthcare. |
| Part VI, Line 6: | The Foundation is a general partner in St. David's Healthcare, a hospital system that meets the Community Benefit Standard and the requirements of the Affordable Care Act in delivering hospital care to Central Texas. In addition, the Foundation has assessed the unmet healthcare needs of Central Texas and uses the earnings from the hospitals to meet those needs in many ways. The Foundation makes grants to charities in Central Texas meeting the healthcare needs of the indigent. The Foundation also makes grants to educational institutions to support medical education. The Foundation's subsidiaries give needs-based scholarships to students pursuing healthcare careers. In addition, the Foundation provides free dental care to the children in more than 50 low income schools and to the adult patients of safety net clinics in Central Texas, and it pays for discounted eye exams and eyeglasses for low income Central Texans. |
| Part VI, Line 7, Reports Filed With States | TX |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (68 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Aids Services of Austin | |||||||
| 7215 Cameron Rd | Austin | TX | 78752 | 742440845 | 501(c)(3) | $851,896 | Health Access Grant |
| Any Baby Can | |||||||
| 1121 E 7th St | Austin | TX | 78702 | 742684335 | 501(c)(3) | $392,565 | Health Access Grant |
| Austin Child Guidance Center | |||||||
| 810 W 45th St | Austin | TX | 78751 | 741166783 | 501(c)(3) | $900,162 | Health Access Grant |
| Austin Group for the Elderly | |||||||
| 3710 Cedar St Box 2 | Austin | TX | 78705 | 742431028 | 501(c)(3) | $915,704 | Health Access Grant |
| Austin Recovery | |||||||
| 8402 Cross Park Dr | Austin | TX | 78754 | 741609108 | 501(c)(3) | $456,239 | Health Access Grant |
| Austin Speech Labs | |||||||
| 7800 Shoal Creek Blvd Ste 240S | Austin | TX | 78757 | 262137242 | 501(c)(3) | $106,646 | Health Access Grant |
| Austin Travis County Integral Care | |||||||
| PO Box 3548 | Austin | TX | 78764 | 741547909 | 501(c)(3) | $12,500 | Health Access Grant |
| Austin Travis County mhmr | |||||||
| 3001 S 1st St 2A | Austin | TX | 78704 | 741547909 | 501(c)(3) | $295,500 | Health Access Grant |
| Boys and Girls Club of the Capital Area | |||||||
| 303 W Johanna St | Austin | TX | 78704 | 746087356 | 501(c)(3) | $310,131 | Health Access Grant |
| Breast Cancer Resource Center | |||||||
| PO Box 300040 | Austin | TX | 78703 | 742743333 | 501(c)(3) | $347,527 | Health Access Grant |
| Cancer Connection | |||||||
| 3710 Cedar St Box 11 | Austin | TX | 78731 | 731699037 | 501(c)(3) | $103,063 | Health Access Grant |
| Capital Area Dental Foundation | |||||||
| 4201 Bee Caves | Austin | TX | 78746 | 260776533 | 501(c)(3) | $12,000 | Health Access Grant |
| Capital Area Food Bank | |||||||
| 8201 S Congress | Austin | TX | 78745 | 742217350 | 501(c)(3) | $162,716 | Health Access Grant |
| Capital City Village | |||||||
| PO Box 300792 | Austin | TX | 78703 | 270539952 | 501(c)(3) | $76,966 | Health Access Grant |
| Capital Idea | |||||||
| PO Box 1784 | Austin | TX | 78767 | 742893041 | 501(c)(3) | $681,694 | Health Access Grant |
| Center for Child Protection | |||||||
| 8509 FM 969 Bldg C | Austin | TX | 78724 | 742562585 | 501(c)(3) | $128,973 | Health Access Grant |
| Childrens Optimal Health | |||||||
| 1345 Philomena St Ste 350 | Austin | TX | 78723 | 262559516 | 501(c)(3) | $48,500 | Health Access Grant |
| Communities in Schools | |||||||
| 3000 S IH 35 | Austin | TX | 78704 | 742369020 | 501(c)(3) | $556,564 | Health Access Grant |
| Community Health Centers of Central Texas | |||||||
| 228 St George St | Gonzales | TX | 78629 | 741548089 | 501(c)(3) | $749,522 | Health Access Grant |
| Easter Seals of Central Texas | |||||||
| 1611 Headway Cir | Austin | TX | 78754 | 750808811 | 501(c)(3) | $161,201 | Health Access Grant |
| El Buen Samaritano | |||||||
| 7000 Woodhue | Austin | TX | 78745 | 742488682 | 501(c)(3) | $1,481,767 | Health Access Grant |
| Faith in Action Caregivers | |||||||
| PO Box 743 | Georgetown | TX | 78627 | 203414707 | 501(c)(3) | $344,311 | Health Access Grant |
| Family Crisis Center | |||||||
| PO Box 736 | Bastrop | TX | 78602 | 742304542 | 501(c)(3) | $102,000 | Health Access Grant |
| Family Eldercare | |||||||
| 2210 Hancock Dr | Austin | TX | 78756 | 742286387 | 501(c)(3) | $511,337 | Health Access Grant |
| Greenlights for NonProfit Success | |||||||
| 7703 N Lamar | Austin | TX | 78752 | 742992877 | 501(c)(3) | $76,200 | Health Access Grant |
| Hays-Caldwell Women's Center | |||||||
| PO Box 234 | San Marcos | TX | 78667 | 742020505 | 501(c)(3) | $179,643 | Health Access Grant |
| Health Alliance for Austin Musicians | |||||||
| PO Box 301496 | Austin | TX | 78703 | 741934031 | 501(c)(3) | $457,080 | Health Access Grant |
| Hospice Austin | |||||||
| 4107 Spicewood Springs Rd | Austin | TX | 78759 | 742200596 | 501(c)(3) | $371,418 | Health Access Grant |
| Interagency Support Council of Eastern Williamson County | |||||||
| 400 Porter St | Taylor | TX | 76574 | 841636308 | 501(c)(3) | $335,561 | Health Access Grant |
| LifeWorks | |||||||
| 3700 S 1st St | Austin | TX | 78704 | 742137189 | 501(c)(3) | $1,208,477 | Health Access Grant |
| Lone Star Circle of Care | |||||||
| 1500 W University Ave | Georgetown | TX | 78628 | 743001674 | 501(c)(3) | $7,344,025 | Health Access Grant |
| Manos de Cristo | |||||||
| 4911 Harmon Ave | Austin | TX | 78751 | 742511974 | 501(c)(3) | $179,075 | Health Access Grant |
| Marathon Kids | |||||||
| PO Box 5501 | Austin | TX | 78763 | 061722171 | 501(c)(3) | $281,288 | Health Access Grant |
| Meals on Wheels and More | |||||||
| 3227 E 5th St | Austin | TX | 78702 | 237202594 | 501(c)(3) | $757,205 | Health Access Grant |
| People's Community Clinic | |||||||
| 2909 N IH 35 | Austin | TX | 78722 | 237087608 | 501(c)(3) | $5,470,440 | Health Access Grant |
| Planned Parenthood | |||||||
| 201 East Ben White | Austin | TX | 78704 | 371515621 | 501(c)(3) | $373,279 | Health Access Grant |
| Round Rock Serving Center | |||||||
| PO Box 5006 | Round Rock | TX | 78683 | 742454410 | 501(c)(3) | $300,000 | Health Access Grant |
| SafePlace | |||||||
| PO Box 19454 | Austin | TX | 78760 | 741977853 | 501(c)(3) | $1,059,529 | Health Access Grant |
| Samaritan Center | |||||||
| 2425A Burnet | Austin | TX | 78756 | 741832864 | 501(c)(3) | $258,850 | Health Access Grant |
| Samaritan Health Ministries | |||||||
| PO Box 133 | Cedar Park | TX | 78630 | 742570190 | 501(c)(3) | $160,000 | Health Access Grant |
| SIMS Foundation | |||||||
| PO Box 2152 | Austin | TX | 78768 | 742766013 | 501(c)(3) | $135,334 | Health Access Grant |
| Sustainable Food Center | |||||||
| 1106 Clayton Lane | Austin | TX | 78723 | 742441468 | 501(c)(3) | $338,318 | Health Access Grant |
| Texas Ramp Project | |||||||
| PO Box 832065 | Richardson | TX | 78083 | 331139484 | 501(c)(3) | $150,427 | Health Access Grant |
| Texas Scottish Rite Hospital | |||||||
| 2222 welborn st | Dallas | TX | 75219 | 750818178 | 501(c)(3) | $25,000 | Health Access Grant |
| The Care Communities | |||||||
| PO Box 16529 | Austin | TX | 78761 | 742845698 | 501(c)(3) | $212,363 | Health Access Grant |
| University of Texas at Austin | |||||||
| PO Box 7726 | Austin | TX | 78713 | 746000203 | 501(c)(3) | $690,807 | Health Access Grant |
| Volunteer Healthcare Clinic | |||||||
| 4215 Medical Parkway | Austin | TX | 78756 | 746082464 | 501(c)(3) | $178,366 | Health Access Grant |
| Waterloo Counseling Center | |||||||
| 3000 S IH 35 | Austin | TX | 78704 | 742291792 | 501(c)(3) | $322,001 | Health Access Grant |
| Williamson County Crisis Center | |||||||
| 1011 Gattis School Rd Ste106 | Round Rock | TX | 78664 | 742277114 | 501(c)(3) | $44,980 | Health Access Grant |
| Williamson-Burnet County Opportunities | |||||||
| PO Box 740 | Georgetown | TX | 78627 | 746075213 | 501(c)(3) | $322,885 | Health Access Grant |
| YMCA of Austin | |||||||
| 1402 Cesar Chavez | Austin | TX | 78702 | 741193464 | 501(c)(3) | $209,332 | Health Access Grant |
| YMCA of Greater Williamson County | |||||||
| PO Box 819 | Round Rock | TX | 78680 | 742206558 | 501(c)(3) | $34,889 | Health Access Grant |
| Hays County ISD | |||||||
| 4820 Jack C Hays Trail | Buda | TX | 78610 | 742873414 | 501(c)(3) | $382,317 | Health Access Grant |
| Texas Higher Education Coordinating Board | |||||||
| 1200 E Anderson Lane | Austin | TX | 78752 | 746016766 | 501(c)(3) | $1,500,000 | Health Access Grant |
| Communicare Barrio Comprehensive Family Care | |||||||
| 3066 Commerce | San Antonio | TX | 78220 | 741724391 | 501(c)(3) | $775,506 | Health Access Grant |
| Foundation Communities | |||||||
| 3036 S First St | Austin | TX | 78704 | 742563260 | 501(c)(3) | $565,560 | Health Access Grant |
| Austin Public Education Foundation | |||||||
| 1111 W 6th St C150 | Austin | TX | 78703 | 742654168 | 501(c)(3) | $1,068,051 | health access grant |
| Latino Healthcare Forum | |||||||
| PO Box 1271 | austin | TX | 78767 | 461170748 | 501(c)(3) | $25,000 | Health Access Grant |
| Austin Parks Foundation | |||||||
| 507 Calles St | Austin | TX | 78702 | 742648803 | 501(c)(3) | $207,423 | Health Access Grant |
| A Legacy of Giving | |||||||
| 4315 Guadalupe STE 300 | austin | TX | 78751 | 741934031 | 501(c)(3) | $100,000 | Health Access Grant |
| Area Agency on Aging of the Capital | |||||||
| 6800 Burleson Rd | Austin | TX | 78744 | 741689381 | 501(c)(3) | $181,289 | Health Access Grant |
| Helping the Aging Needy and Disabled | |||||||
| 1640B 2nd St | Austin | TX | 78702 | 741888198 | 501(c)(3) | $271,573 | Health Access Grant |
| St David's Foundation Community Fund | |||||||
| 811 Barton Springs Rd Ste 600 | Austin | TX | 78704 | 742898888 | 501(c)(3) | $500,000 | Health Access Grant |
| Bluebonnet Trails MHMR | |||||||
| 1009 Georgetown St | Round Rock | TX | 78664 | 742795332 | 501(c)(3) | $695,500 | Health Access Grant |
| Austin Children's Museum | |||||||
| 1830 Simond Ave | Austin | TX | 78723 | 742288789 | 501(c)(3) | $250,000 | HEALTH ACCESS GRANT |
| Mayor's Health and Fitness Center | |||||||
| 7450 Allison Lane | San Marcos | TX | 78666 | 271876747 | 501(c)(3) | $25,000 | HEALTH ACCESS GRANT |
| One Voice Central Texas | |||||||
| PO Box 300152 | Austin | TX | 78703 | 742314772 | 501(c)(3) | $25,000 | HEALTH ACCESS GRANT |
| Bastrop County Emergency Food Bank | |||||||
| 806 Fayette Street | Bastrop | TX | 78602 | 742485884 | 501(c)(3) | $30,000 | HEALTH ACCESS GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 68 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Discounted eye exams and eyeglasses for needy central texans. | 5300 | $531,584 |
| Needs-based college scholarships for students pursuing healthcare careers in Texas. | 168 | $631,500 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | The Foundation monitors the use of grant funds through the following procedures: - Grantees submit quarterly reports to Program Officers 30 days after the close of each calendar quarter. Review of quarterly report information includes analysis of a) metric data for goal and outcome measures; b) demographic data; c) significant program activities, accomplishments and/or changes; and d) results of client satisfaction surveys. - Grantees submit year-end reports to Program Officers after the close of fourth quarter. Review of year-end reports includes analysis of aggregate data from quarterly reports and documentation of financial statements. - Program officers distribute summary reports to senior management and board members for analysis. - Program Officers attend grantees' board meetings at least one time per year. - Staff and board members review agency grant proposals in connection with site visits. - Staff conduct periodic site visits throughout funding year. |
| Part III | The reporting organization pays for discounted eye exams and eye glasses for Central Texans. Eye-care providers submit invoices for services provided to patients who submit vouchers for care. Vouchers are provided to financially indigent individuals whose income equals 200% or less of federal poverty guidelines (FPG). The reporting organization pays provider invoices directly upon receiving the vouchers. The reporting organization provides scholarships for college students attending Texas schools to pursue healthcare careers. Students are selected by a scholarship board that considers academic accomplishments and financial needs. During 2013, 168 students received scholarships from the Neal Kocurek Scholarship Program. The staff of St. David's Foundation Community Fund, a related organization, maintains a program for grant reporting. Scholarship funds are paid directly to each student's chosen college or university. The organization's staff follows up with the schools to verify proof of enrollment and academic performance for scholarship recipients. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| R Earl Maxwell | ||||||||||||||
| CEO | $313,746 | $0 | $0 | $0 | $0 | $0 | $7,650 | $0 | $7,115 | $0 | $328,511 | $0 | $0 | $0 |
| James J Ries | ||||||||||||||
| CFO | $179,011 | $0 | $0 | $0 | $0 | $0 | $5,621 | $0 | $7,115 | $0 | $191,747 | $0 | $0 | $0 |
| Bobbie Barker | ||||||||||||||
| Vice President | $212,418 | $0 | $0 | $0 | $0 | $0 | $6,425 | $0 | $7,115 | $0 | $225,958 | $0 | $0 | $0 |
| Patrice Coons | ||||||||||||||
| Clinical Director | $160,067 | $0 | $0 | $0 | $0 | $0 | $4,846 | $0 | $7,115 | $0 | $172,028 | $0 | $0 | $0 |
| Shailee Gupta | ||||||||||||||
| Lead Dentist | $137,072 | $0 | $0 | $0 | $0 | $0 | $4,271 | $0 | $12,820 | $0 | $154,163 | $0 | $0 | $0 |
| Caesar Collazo | ||||||||||||||
| Lead Dentist | $138,226 | $0 | $0 | $0 | $0 | $0 | $4,230 | $0 | $12,820 | $0 | $155,276 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CW Hetherly Past Chair | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family relationship with St. David's Healthcare Partnership, LP, LLP | RelationshipDescriptionTxt |
| Transaction | $143,448 | TransactionAmt |
| Transaction | C.W. Hetherly's son, Michael Hetherly, is the Director - Provider Sponsored Networks, CWT Division at St. David's Healthcare Partnership, LP, LLP, an entity related by ownership to the reporting organization, or one of its affiliates. The reported amount of the transaction includes Michael Hetherly's salary & benefits. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 2 | The reporting organization pays for discounted eye exams and eye glasses for low income Central Texans. |
| Form 990, Part VI, Section B, line 11 | The reporting organization's Tax and Audit Committee reviews a draft of the Form 990 in detail prior to it being finalized. A final version of Form 990 is sent to the Trustees prior to filing. |
| Form 990, Part VI, Section B, line 12c | The reporting organization annually verifies compliance with the conflicts of interest policy. The individuals covered by this policy include the officers, trustees, directors, board of governors representatives. The persons covered by this policy are required to annually disclose or update the Chairman of the Board of Trustees on a form provided by the organization their interests that could give rise to conflicts of interest. For each interest disclosed to the Chairman of the Board of Trustees of the foundation, the Chairman will determine whether to: (a) take no action; (b) assure full disclosure to the Board of Trustees of the Foundation and other individuals covered by this policy; (c) ask the person to recuse from participation in related discussions or decisions within the organization; or (d) ask the person to resign from his or her position in the Organization or, if the person refuses to resign, become subject to possible removal in accordance with the Organization's removal procedures. The organization's CEO will monitor proposed or ongoing transactions for conflicts of interest and disclose them to the Chairman of the Board of Trustees in order to deal with potential or actual conflicts. |
| Form 990, Part VI, Section B, line 15 | To establish the compensation of the organization's top management official, other officers, and key employees, the foundation took its outside consultant's 2011 report and updated it with publicly available support data, including cost of living adjustments and comparable salaries for similar positions. Without participation of the officer, director or other top management official under consideration, the Compensation Committee determined and approved compensation based on the updated 2011 consultant's report. This process was undertaken for the following officers, directors, key employees for 2013 compensation as follows: Earl Maxwell, Chief Executive Officer, December 10, 2012 Jim Ries, Chief Financial Officer, December 10, 2012 Bobbie Barker, VP of Grants & Community Programs, December 10, 2012 Patrice Coons, Clinical Director, Dental Programs, December 10, 2012 |
| Form 990, Part VI, Section C, line 19 | The reporting organization's governing documents, conflict of interest policy and financial statements are available to the public upon request. Please contact Jim Ries at 512-879-6603. |
| Form 990, Part XII, Line 2b: | The reporting organization's financial statements were audited by an independent accountant as part of consolidated financial statements. The consolidated financial statements included St. David's Foundation, St. David's Community Health Foundation Holdings, St. David's Foundation Community Fund, St. David's Community Health Foundation Initiatives, St. David's Foundation Impact Fund, LP, and St. David's Foundation Impact Fund, GP, LLC. |
| Form 990, Part VI, Section A, Line 1a: | The Board of Trustees of the reporting organization (the "Foundation") established an Executive Committee (the "Committee") to assist the Board in fulfilling its oversight responsibility for the operations of the organization and its affiliates. The Committee has the power to conduct the business of the Foundation during the period between meetings of the Board, in accordance with the policies and expressed wishes of the Board and established protocol. The Committee is authorized to secure such resources as it reasonably needs to fulfill its responsibilities, including outside consultants, as appropriate. The Chief Executive Officer of the Foundation, or an appointed representative, serves as the Committee's staff liaison. The Committee also consists of three elected governing Board officers: Chair, Vice Chair and Secretary, the Past Chair of the Foundation, the Chair of the Board of Governors, and the chairs of other governing Board sub-committees. All Committee members are governing board members, must be independent of management, and receive no compensation from the Foundation. The Board of Trustees has adopted a set of Central Governance Principles to provide a specific framework for the decision-making and governance activities of the Committee. |
| Officer Compensation of Related Organizations: | St. David's Foundation (the "Foundation") owns a general partner interest in St. David's Healthcare Partnership, LP, LLP (the "Partnership"). The amounts below represent the compensation paid by the Partnership during 2013. Cynthia Sexton, CFO Salary $405,272 Employee Benefits $ 45,487 C. David Huffstutler, CEO Salary $566,310 Employee Benefits $ 55,524 |
| St. David's Foundation 2013 Community Benefit Report: | Impact. Community. Health. With those three words as a guide, St. David's is dedicated to making a positive impact on the health of our community. St. David's Foundation includes controlling interests in four hospitals dedicated to serving Central Texas under the community benefit standard and the Affordable Care Act and a grant program focused on improving health and health care in Central Texas. IMPACT. St. David's HealthCare Partnership capital investment in the Community $980,000,000 Since inception in 1996, the St. David's hospitals have reinvested more than $980 million in spent or committed funds in capital improvements to the hospitals and other medical facilities. The Central Texas area is one of the fastest growing areas of the country, and the St. David's HealthCare Partnership is committed to offering Central Texas the highest level of health care by expanding and upgrading facilities, recruiting the best doctors and nurses, and offering advanced medical services and technology. St. David's Hospitals Scope of Service St. David's touches thousands of Central Texans each year. In 2013, that included: * Patients admitted 66,668 * Emergency room visits 300,028 COMMUNITY. The Foundation invests its share of the earnings from St. David's HealthCare into programs in Central Texas that increase access to quality health care. The Foundation identifies areas of need, outlines goals for each area with an overall objective to make grants that will have a significant impact. The focus areas and goals include: Healthy Aging - Supporting programs that help maintain aging in place for older adults. $4.8 million in 2013 Healthy Futures - Providing funds for educational opportunities in health care research and health careers. $2.3 million in 2013 Healthy Living - Promoting health and wellness through healthy diet and exercise. $2.0 million in 2013 Healthy Minds - Supporting behavioral health programs in schools, health clinics and community non-profits. $9.3 million in 2013 Healthy People - Improving access to health care for low income Central Texans. $18.9 million in 2013 Healthy Smiles - Offering free dental services to underserved children in six school districts and families at safety net clinics. $6.2 million in 2013 With so many issues affecting the health and well-being of Central Texans, the Foundation's mission is to overcome these challenges so everyone has an opportunity to receive the best health care possible. We believe that by taking the initiative to understand these direct problems, we can wisely fund programs that are innovative and surpass the expectations of the people we serve. Covering more than five counties in Central Texas, in 2013 the Foundation helped more than 70 agencies. * St. David's Foundation Grants $38,503,106 * St. David's Foundation Grants Administration $1,037,656 St. David's Healthcare Partnership also provides community health improvement services and community benefit operations. The Foundation's share was $8 million in 2013. With one of the largest fleets of mobile dental clinics in the country, St. David's Dental Program offers free dental care to children at Title I elementary schools in Central Texas, as well as to adults referred by area clinics and the Health Alliance for Austin Musicians (HAAM). Each of the nine vans is equipped with two dental exam rooms, digital x-rays, and computer workstations. The vans are staffed by licensed dentists, hygienists, and dental assistants. In 2013, St. David's Dental Program treated 9,595 students and patients free of charge at 46 schools and agencies throughout Central Texas. The schools eligible for the program have a Title I designation and more than half of the student population participates in free lunch programs. St. David's Dental Program employs an oral health educator who travels to schools to teach children about good dental health care and nutrition. HEALTH. St. David's Foundation Charity Care $31 million The health care system, St. David's HealthCare, is a partnership between St. David's Foundation (a general partner with a controlling governance interest) and HCA, and operates as an exempt hospital. The St. David's hospitals provide a substantial amount of charity care to the elderly, indigent, and economically disadvantaged in Central Texas. All patients are admitted to emergency rooms regardless of their ability to pay. If further acute inpatient care is required, patients from the emergency department are admitted to the hospital, also without regard to their ability to pay. The amount represents St. David's Foundation's proportionate share of the Partnership's charity care and charity care provided by the dental program. Health Professionals Education $1 million |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| St David's Community Health Foundation Holdings | ||||||||||
| 811 Barton Springs Rd Suite 600 | Austin | TX | 78704 | 742206098 | Holds endowment funds used to assist the needy of Central Texas | TX | 501(c)(3) | Sec 170 (b)(1)(A)(vi | St David's Foundation | Yes (1) |
| St David's Foundation Community Fund | ||||||||||
| 811 Barton Springs Rd Suite 600 | Austin | TX | 78704 | 742898888 | Provides Scholarships to Needy Students in Central Texas | TX | 501(c)(3) | Sec 170 (b)(1)(A)(vi | St David's Foundation | Yes (1) |
| St David's Community Health Foundation Initiatives | ||||||||||
| 811 Barton Springs Rd Suite 600 | Austin | TX | 78704 | 270112979 | Supports St. David's Foundation Community Fund | TX | 501(c)(3) | Sec 509(a)(3), I | St David's Foundation Community Fund | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| St David's Healthcare Partnership LP LLP | |||||||||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 742781812 | Owns & operates four hospitals in Central TX | TX | N/A | Related | $114,532,155 | $362,229,675 | 0 | Yes (1) | 0.40590 |
| Bailey Square Ambulatory Surgical Center Ltd | |||||||||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 752467365 | Ambulatory surgery center | TX | N/A | ||||||
| South Austin Surgery Center Ltd | |||||||||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 621775267 | Ambulatory surgery center | TX | N/A | ||||||
| Leadership Healthcare Holdings II LP LLP | |||||||||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 341996283 | Owns an interest in a radiology center | TX | N/A | ||||||
| Leadership Healthcare Holdings LP LLP | |||||||||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 203151012 | Owns majority interests in ambulatory surgery centers | TX | N/A | ||||||
| Oakwood Surgery Center Ltd | |||||||||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 621641024 | Ambulatory surgery center | TX | N/A | ||||||
| North Austin Surgery Center LP | |||||||||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 200648730 | Ambulatory surgery center | TX | N/A | ||||||
| CP Surgery Center LLC | |||||||||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 800776412 | Ambulatory surgery center | TX | N/A | ||||||
| MCA-CTMC Holdings LLC | |||||||||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 800899140 | Ambulatory surgery center | TX | N/A | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| St David's Foundation Impact Fund LP | |||||||||
| 811 Barton Springs Rd Ste 600 | Austin | TX | 78704 | 341996279 | Owns indirect interest in a radiology center; makes research grants | TX | N/A | C | 0 |
| St David's Foundation Impact Fund GP LLC | |||||||||
| 811 Barton Springs Rd Ste 600 | Austin | TX | 78704 | 341996272 | Owns indirect interest in a radiology center; makes research grants | TX | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (1) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| St David's Foundation Impact Fund LP | ||
| A | $183,578 | FMV |
| St David's Foundation Community Fund | ||
| A | $167,942 | FMV |
| St David's Foundation Community Fund | ||
| B | $500,000 | FMV |
| St David's Foundation Community Fund | ||
| D | $4,072,754 | FMV |
| St David's Foundation Impact Fund LP | ||
| D | $3,218,229 | FMV |
| St David's Community Health Foundation Holdings | ||
| E | $1,561,396 | FMV |
| St David's Foundation Community Fund | ||
| H | $664,165 | FMV |
| St David's Foundation Community Fund | ||
| K | $183,337 | FMV |
| St David's Foundation Community Fund | ||
| O | $123,175 | FMV |