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CATHOLIC HEALTH SERVICES INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
CATHOLIC HEALTH SERVICES INC (EIN 59-2645139)
Tax period
2011-10-01 to 2012-09-30
Filed
2013-08-13
IRS object ID
201312259349302556
Schema version
2011v1.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-08-13T14:06:43-05:00Timestamp
Tax Period End Date2012-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD D OWEN CHARLES A NICHOLS CPA'SBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11650 NORTHEAST 26TH STREETAddressLine1
CityFORT LAUDERDALECity
StateFLState
ZIP Code33305ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN592645139EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CATHOLIC HEALTH SERVICES INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCATHNameControl
Phone9544841515Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14790 N STATE ROAD 7AddressLine1
CityLAUDERDALE LAKESCity
StateFLState
ZIP Code33319ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID D'AMICOName
TitleVICE PRESIDENT FINANCETitle
Phone9544841515Phone
Date Signed2013-08-13DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameCHARLES A NICHOLSName
Phone9545644333Phone
Date Prepared2013-08-13DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJOSEPH M CATANIA PRESCEONameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14790 N STATE ROAD 7AddressLine1
CityLAUDERDALE LAKESCity
StateFLState
ZIP Code33319ZIPCode
FieldValueIRS element (for citing)
Gross Receipts10441473GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1986YearFormation
State Legal DomicileFLStateLegalDomicile
Activity Or Mission DescriptionPROVIDES OVERSIGHT AND MANAGEMENT SERVICES TO PROMOTE HEALTH CARE FACILITIES AND SERVICES SPONSORED BY THE ARCHDIOCESE OF MIAMI.ActivityOrMissionDescription
Nbr Voting Members Governing Body15NbrVotingMembersGoverningBody
Nbr Independent Voting Members15NbrIndependentVotingMembers
Total Nbr Employees74TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year19ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year10253387ProgramServiceRevenuePriorYear
Program Service Revenue CY10076074ProgramServiceRevenueCY
Investment Income Prior Year9124InvestmentIncomePriorYear
Investment Income Current Year7291InvestmentIncomeCurrentYear
Other Revenue Prior Year323591OtherRevenuePriorYear
Other Revenue Current Year358108OtherRevenueCurrentYear
Total Revenue Prior Year10586121TotalRevenuePriorYear
Total Revenue Current Year10441473TotalRevenueCurrentYear
Grants And Similar Amnts CY122755GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year6600199SalariesEtcPriorYear
Salaries Etc Current Year7191026SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year3654491OtherExpensePriorYear
Other Expenses Current Year2630093OtherExpensesCurrentYear
Total Expenses Prior Year10254690TotalExpensesPriorYear
Total Expenses Current Year9943874TotalExpensesCurrentYear
Revenues Less Expenses Prior Year331431RevenuesLessExpensesPriorYear
Revenues Less Expenses CY497599RevenuesLessExpensesCY
Total Assets BOY8667316TotalAssetsBOY
Total Assets EOY8933128TotalAssetsEOY
Total Liabilities BOY2665797TotalLiabilitiesBOY
Total Liabilities EOY2434010TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY6001519NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY6499118NetAssetsOrFundBalancesEOY
Mission DescriptionPROVIDES OVERSIGHT AND MANAGEMENT SERVICES TO PROMOTE HEALTH CARE FACILITIES AND SERVICES SPONSORED BY THE ARCHDIOCESE OF MIAMI.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense9943874Expense
Grants122755Grants
DescriptionCATHOLIC HEALTH SERVICES, INC.'S, UNDER THE SPONSPORSHIP OF THE ARCHDIOCESE OF MIAMI, PLANS, INITIATES, DEVELOPS, MANAGES AND COORDINATES NEW AND EXISTING ADULT HEALTH CARE RELATED FACILITES AND SERVICES SPONSORED BY THE ARCHDIOCESE OF MIAMI.Description
Total Program Service Expense9943874TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109616NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees74NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members15NbrVotingGoverningBodyMembers
Number Independent Voting Members15NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonDAVID D'AMICONamePerson
Telephone Number9544841515TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14790 N STATE ROAD 7AddressLine1
CityLAUDERDALE LAKESCity
StateFLState
ZIP Code33319ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (25 entries)

TitleTitleIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationAverage Hours Per WeekAverageHoursPerWeekOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
RALPH E LAWSON
CHAIRMANX000
SR ELIZABETH A WORLEY SSJ
VICE CHAIRMAX000
REV MSGR TOMAS MARIN
ASSISTANT SEX000
RUDY J NORIEGA
DIRECTORX000
PATRICIA PALAMARA
DIRECTORX000
REV MSGR FRANKLYN M CASALE
DIRECTORX000
BUD FARREY
DIRECTORX000
LEN T SPERRY MD
DIRECTORX000
ASIF D JAMAL
DIRECTORX000
MARK PANCIERA
DIRECTORX000
KENNETH C FISCHER MD
DIRECTORX000
AURELIO FERNANADEZ
DIRECTORX000
CLAUDIA DE LA CRUZ
DIRECTORX000
ARISTIDES PALLIN
DIRECTORX000
DR PATRICK TAYLOR
DIRECTORX000
JOSEPH M CATANIA
PRESIDENT/CE29263439513386033.60X
JAMES A BALL
COO2898290337144.00X
DR MARK REINER
CMO2802640333161.00X
DAVID D'AMICO
VP FINANCE1639890210383.30X
MARY JO FRICK
VP FINANCE1170600140113.30X
BARBARA GRIFFITH
VP HUMAN RES14828902018540.00X
STUART SCHIFFMAN
DIR OF REVEN14499101303140.00X
MARIA MIRANDA
VP PUB RELAT14218701984740.00X
MARK TESTA
DIR. PROC IM12799901187840.00X
DARIO ACHURY
DIR. INF. MG10823001587840.00X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1815472TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs39513TotalReportableCompFrmRltdOrgs
Total Other Compensation221501TotalOtherCompensation
Number Individuals GT100 K10NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
DELOITTE CONSULTING LLP
POBOX 7247-6446PHILADELPHIAPA191706446CONSULTING/AUD282285
DOUG WILLIAMS GROUP INC
8900 SW 107 AVENUE SUITE 302MIAMIFL33176CONSULTING264497
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MANAGEMENT FEES98505069850506
HOUSEKEEPING SERVICE INCOME173562173562
ACCOUNTING AND IT SERVICE INC5200652006
FieldValueIRS element (for citing)
Total Program Service Revenue10076074TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column7291TotalRevenueColumn
Exclusion$7,291ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
CHANGE IN BENE INT-CHS FOUND.287128$287,128
EXPENSE REIMBURSEMENT70884$70,884
MISCELLANEOUS96$96
FieldValueIRS element (for citing)
Total Other Revenue358108TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column10441473TotalRevenueColumn
Related Or Exempt Function Income10076074RelatedOrExemptFunctionIncome
Exclusion$365,399ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total122755Total
Program Services122755ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total5863780Total
Program Services5863780ProgramServices

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total498846Total
Program Services498846ProgramServices

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total444210Total
Program Services444210ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total384190Total
Program Services384190ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total95672Total
Program Services95672ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total19298Total
Program Services19298ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total183713Total
Program Services183713ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total119970Total
Program Services119970ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total183340Total
Program Services183340ProgramServices

Interest Interest

FieldValueIRS element (for citing)
Total64899Total
Program Services64899ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total269230Total
Program Services269230ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total45203Total
Program Services45203ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
CONTRACT SERVICES771569771569
TELEPHONE151177151177
CONSULTING AND MGMT145076145076
COMMUNITY BENEFITS127066127066

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total453880Total
Program Services453880ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total9943874Total
Program Services9943874ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY2603395BOY
EOY2473120EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY6024BOY
EOY3529EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY263403BOY
EOY221824EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis4783764LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec2314352LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY2429134BOY
EOY2469412EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY3365360BOY
EOY3765243EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY8667316BOY
EOY8933128EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1237736BOY
EOY1188810EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY1026787BOY
EOY978717EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY401274BOY
EOY266483EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY2665797BOY
EOY2434010EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY4207851BOY
EOY4418322EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1793668BOY
EOY2080796EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6001519BOY
EOY6499118EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8667316BOY
EOY8933128EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses497599ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years9000CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2980CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year19CurrentTaxYearMinus1Year
Total11999Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years9180063CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years10012893CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years10161695CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10253387CurrentTaxYearMinus1Year
Current Tax Year10076074CurrentTaxYear
Total49684112Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year323591CurrentTaxYearMinus1Year
Current Tax Year358108CurrentTaxYear
Total681699Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years9180063CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years10021893CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years10164675CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10576997CurrentTaxYearMinus1Year
Current Tax Year10434182CurrentTaxYear
Total50377810Total
FieldValueIRS element (for citing)
Public Support Total50950377810PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years38658CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years11600CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5297CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9124CurrentTaxYearMinus1Year
Current Tax Year7291CurrentTaxYear
Total71970Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years38658CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years11600CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5297CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9124CurrentTaxYearMinus1Year
Current Tax Year7291CurrentTaxYear
Total71970Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years9218721CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years10033493CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years10169972CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10586121CurrentTaxYearMinus1Year
Current Tax Year10441473CurrentTaxYear
Total50449780Total
FieldValueIRS element (for citing)
Public Support Percentage5090.99860PublicSupportPercentage509
Prior Year Support Percentage0.97110PriorYearSupportPercentage
Investment Income Percentage0.00000InvestmentIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Orgs Legal ControlfalseDisclosedOrgsLegalControl
Disclosed For Charitable PurposesfalseDisclosedForCharitablePurposes
Written Policy MonitoringfalseWrittenPolicyMonitoring
Sect170h Requirements SatisfiedfalseSect170hRequirementsSatisfied
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FSfalseIncludedOnFS
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis342645OtherCostOrOtherBasis
Book Value342645BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis2090704OtherCostOrOtherBasis
Depreciation625772Depreciation
Book Value1464932BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis2350415OtherCostOrOtherBasis
Depreciation1688580Depreciation
Book Value661835BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2469412TotalOfBookValueLandBuildings

Other Assets OtherAssets (4 entries)

DescriptionDescriptionBook ValueBookValue
BENEFICIAL INTEREST IN CHS FOUND.2080796
RECEIVABLES FROM AFFILIATES1667689
DEFERRED BOND ISSUE COSTS,NET14513
ASSETS WHOSE USE IS LIMITED2245
FieldValueIRS element (for citing)
Total Book Value Other Assets3765243TotalBookValueOtherAssets

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedfalseRecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrant
ST JOSEPH'S RESIDENCE INC
3485 NW 30TH STREETLAUDERDALE LAKESFL33311650032474X25000
ARCHDIOCESE OF MIAMI
9401 BISCAYNE BLVDMIAMI SHORESFL33138590865839X97755

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgs
JOSEPH M CATANIA
29263439513280971050632073150019
JAMES A BALL
28982933714323543
DR MARK REINER
28026433316313580
DAVID D'AMICO
16398921038185027
BARBARA GRIFFITH
14828920185168474
STUART SCHIFFMAN
14499113031158022
MARIA MIRANDA
14218719847162034

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
CITY OF HIALEAH GARDENS HEALTH
596014921428437AA52007-10-18528222CAPITAL IMPROVEMENTSfalsefalsetrue
BROWARD COUNTY HEALTH FAC SER2010
52162570011502HBG62010-12-22529192REFINANCE 2000 SERIES BONDSfalsefalsetrue

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Total ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
5282227222521000truefalsetruetrue
5291929706truefalsetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyEngage Bond Counsel ContractsEngageBondCounselContractsAny Research AgreementsAnyResearchAgreementsEngage Bond Counsel ResearchEngageBondCounselResearchPost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsefalsefalsefalsefalsefalsefalse
falsefalsefalsefalsefalsefalsefalse

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
falsefalsefalsefalsefalsefalse
falsefalsefalsefalsefalsefalse

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ELECTION OF MEMBERS AND THEIR RIGHTSFORM 990, PAGE 6, PART VI, LINE 7ATHE SOLE MEMBER, IS THE ARCHBISHOP OF THE ARCHDIOCESE OF MIAMI AND HIS SUCCESSORS IN OFFICE, HAS THE RIGHT TO APPOINT THE BOARD OF DIRECTORS IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS.
DECISIONS SUBJECT TO APPROVAL OF MEMBERSFORM 990, PAGE 6, PART VI, LINE 7BTHE SOLE MEMBER HAS THE RIGHT TO APPOINT THE BOARD OF DIRECTORS AND TO DETERMINE ANY MATTER WHICH MAY BE PROPERLY BROUGHT BEFORE THE MEMBERS FOR ACTION.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BTHE CORPORATE CONTROLLER AND THE VICE PRESIDENT FINANCE CONDUCTS A COMPREHENSIVE REVIEW OF THE FORM 990 BEFORE IT IS FILED. FORM 990 IS PROVIDED TO MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE THE RETURN IS FILED.
ENFORCEMENT OF CONFLICTS POLICYFORM 990, PAGE 6, PART VI, LINE 12CALL EMPLOYEES AND DIRECTORS ARE COVERED BY THE CONFLICT OF INTEREST POLICY AND ARE PROVIDED WITH THE POLICY UPON HIRE. THE POLICY IS REVIEWED ANNUALLY BY THE CORPORATE COMPLIANCE OFFICER, WHO ALSO DETERMINES WHETHER A CONFLICT MAY EXIST. PER POLICY, EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. IF A CONFLICT OF INTEREST OCCURS, IT IS INVESTIGATED AND THE RESULTS ARE REPORTED TO THE GOVERNING BODY. LEGAL AND DISCIPLINARY ACTION AND RESTRICTIONS ARE IDENFIFIED ON AN INDIVIDUAL BASIS.
COMPENSATION PROCESS FOR TOP OFFICIALFORM 990, PAGE 6, PART VI, LINE 15ATHE BOARD OF DIRECTORS DETERMINES THE COMPENSATION AND BENEFITS OF THE CEO AND OTHER TOP MANAGEMENT OFFICIALS. THE BOARD OF DIRECTORS IS INDEPENDENT WITH RESPECT TO COMPENSATION AND BENEFITS. TOTAL COMPENSATION ANALYSIS IS CONDUCTED BY AN INDEPENDENT CONSULTANT WHO PROVIDES DATA TO COMPARE COMPENSATION AND BENEFITS FOR SIMILAR POSITIONS WITHIN THE INDUSTRY. COMPENSATION AND BENEFIT CHANGES FOR THE CEO AND OTHER TOP MANAGEMENT OFFICIALS ARE DISCUSSED IN THE BOARD MEETINS AND ARE PROPERLY DOCUMENTED IN THE MINUTES. FORM 990, PART VII, LINE 1A: AVERAGE HOURS PER WEEK FOR OFFICERS ARE PAID BY THE TAXPAYER AND INCLUDE HOURS WORKED FOR RELATED ORGANIZATIONS AS FOLLOWS: JAMES A. BALL - 36.0 HOURS JOSEPH M. CATANIA - 36.4 HOURS DAVID D'AMICO - 36.7 HOURS MARK REINER - 39.0 HOURS MARY JO FRICK - 36.7 HOURS
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (11 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
VILLA MARIA HEALTH CARE SERVICES
1050 NE 125TH STREETNORTH MIAMIFL33161592850676HME HEALTHFL501(C)3NAfalse
VILLA MARIA NURSING & REHAB CENTER
1050 NE 125TH STREETNORTH MIAMIFL33161591284678REHAB FACFL501(C)3NAfalse
ST JOHN'S REHAB HOSPITAL
3075 NW 35TH AVENUELAUDERDALE LAKESFL33311591945163REHAB FACFL501(C)3NAfalse
ST ANNE'S NURSING CENTER
11855 QUAIL ROOST DRIVEMIAMIFL33177592522488NRSING CENFL501(C)3NAfalse
ST JOSEPH RESIDENCE INC
3485 NW 30TH STREETLAUDERDALE LAKESFL33311650032474ACLFFL501(C)3NAfalse
CATHOLIC HOME HEALTH OF BROWARD
4790 N STATE ROAD 7LAUDERDALE LAKESFL33319650062205HME HEALTHFL501(C)3NAfalse
CATHOLIC HEALTH SERVICES FOUNDATION
4790 N STATE ROAD 7LAUDERDALE LAKESFL33319650312041FDRAISINGFL501(C)3NAfalse
ARCHDIOCESE OF MIAMI
9401 BISCAYNE BLVDMIAMI SHORESFL33138590865839SPONSORFL501(C)3NAfalse
CATHOLIC HOSPICE INC
14875 NW 77TH AVENUE SUITE 100MIAMI LAKESFL33014650062530HOSPICEFL501(C)3NAfalse
CENTRO MATER CHILD CARE SERVICES
4790 N STATE ROAD 7LAUDERDALE LAKESFL33319208083301CHILD CAREFL501(C)3NAfalse
CATHOLIC CEMETERIES
11411 NW 25TH STREETMIAMIFL33172590862834CEMETERIESFL501(C)3NAfalse
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgstruePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (39 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
VILLA MARIA NURSING & REHAB CENTER
K3110532
ST JOSEPH'S RESIDENCE INC
K117456
ST ANNE'S NURSING CENTER
K1409508
ST JOHN'S REHAB HOSPITAL
K1735392
VILLA MARIA HEALTH CARE SERVICES
K112896
CATHOLIC HOME HEALTH OF BROWARD
K139488
CATHOLIC HOSPICE
P17291
CATHOLIC HOSPICE
K515004
CENTRO MATER CHILD CARE SERVICES
K461605
CATHOLIC CEMETERIES
K977550
ARCHDIOCESE OF MIAMI
Q1049085
ARCHIDIOCESE OF MIAMI
B97755
ST JOSEPH'S RESIDENCE INC
B25000
VILLA MARIA NURSING & REHAB CENTER
K3110532
ST JOSEPH'S RESIDENCE INC
K117456
ST ANNE'S NURSING CENTER
K1409508
ST JOHN'S REHAB HOSPITAL
K1735392
VILLA MARIA HEALTH CARE SERVICES
K112896
CATHOLIC HOME HEALTH OF BROWARD
K139488
CATHOLIC HOSPICE
P17291
CATHOLIC HOSPICE
K515004
CENTRO MATER CHILD CARE SERVICES
K461605
CATHOLIC CEMETERIES
K977550
ARCHDIOCESE OF MIAMI
Q1049085
ARCHIDIOCESE OF MIAMI
B97755
ST JOSEPH'S RESIDENCE INC
B25000
VILLA MARIA NURSING & REHAB CENTER
K3110532
ST JOSEPH'S RESIDENCE INC
K117456
ST ANNE'S NURSING CENTER
K1409508
ST JOHN'S REHAB HOSPITAL
K1735392
VILLA MARIA HEALTH CARE SERVICES
K112896
CATHOLIC HOME HEALTH OF BROWARD
K139488
CATHOLIC HOSPICE
P17291
CATHOLIC HOSPICE
K515004
CENTRO MATER CHILD CARE SERVICES
K461605
CATHOLIC CEMETERIES
K977550
ARCHDIOCESE OF MIAMI
Q1049085
ARCHIDIOCESE OF MIAMI
B97755
ST JOSEPH'S RESIDENCE INC
B25000