COVENANT HEALTH SYSTEM: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- COVENANT HEALTH SYSTEM (EIN 75-2765566)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201321339349305207
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T18:32:13-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CONGRESS AVENUE SUITE 1800 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752765566 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COVENANT HEALTH SYSTEM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % SHARON CLARK | InCareOfName |
| Name Control | COVE | NameControl |
| Phone | 8067251011 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3615 19TH STREET | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 794101203 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEANNA ADLER | Name |
| Title | CHIEF ACCOUNTING OFFICER | Title |
| Date Signed | 2013-05-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5124789881 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD PARKS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3615 19TH STREET | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 794101203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 570190305 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.COVENANTHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4394 | TotalNbrEmployees |
| Total Nbr Volunteers | 94 | TotalNbrVolunteers |
| Total Gross UBI | 7638488 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -932827 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6338336 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6224675 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 534157611 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 561027764 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6396069 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2937866 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 546892016 | TotalRevenuePriorYear |
| Total Revenue Current Year | 570190305 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3951530 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4514300 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 203718129 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 212110410 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 311898143 | OtherExpensePriorYear |
| Other Expenses Current Year | 305351765 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 519567802 | TotalExpensesPriorYear |
| Total Expenses Current Year | 521976475 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 27324214 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 48213830 | RevenuesLessExpensesCY |
| Total Assets BOY | 578229478 | TotalAssetsBOY |
| Total Assets EOY | 634343422 | TotalAssetsEOY |
| Total Liabilities BOY | 201667947 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 222471839 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 376561531 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 411871583 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 491470605 | Expense |
| Grants | 4514300 | Grants |
| Revenue | 561027764 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 491470605 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 435 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 4394 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SHARON CLARK | NamePerson |
| Telephone Number | 8067255234 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3615 19TH STREET | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 794101203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| JOHN C ANDERSON | |||||||||
| BOARD MEMBER/COMMITTEE CHAIR | 3.0 | X | 0 | 0 | 0 | ||||
| MICHAEL DANCHAK MD | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| SISTER SHARON BECKER CSJ | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| SUZANNE BLAKE | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| TODD BRODBECK DO | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| JOHN HAMILTON | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| JOE DEE BROOKS | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| KITTY HARRIS PHD | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| SAM HAWTHORNE | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| BRENT HOFFMAN | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| JANIE RAMIREZ | |||||||||
| SECRETARY/COMMITTEE CHAIR | 3.0 | X | 0 | 0 | 0 | X | |||
| VAN MAY | |||||||||
| CHAIR/COMMITTEE CHAIR | 5.0 | X | 0 | 0 | 0 | X | |||
| MICHAEL ROBERTSON MD | |||||||||
| BOARD MEMBER | 2.0 | X | 36000 | 0 | 0 | ||||
| JUAN SANCHEZ MUNOZ PHD | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| SR MARY THERESE SWEENEY CSJ | |||||||||
| BOARD MEMBER/COMMITTEE CHAIR | 3.0 | X | 0 | 0 | 0 | ||||
| RICHARD PARKS | |||||||||
| BOARD MEMBER/PRESIDENT/CEO | 35.0 | X | 0 | 1036771 | 24473 | X | |||
| TEB THAMES MD | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| DAN POPE | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| JOHN ZWIACHER | |||||||||
| VICE CHAIR/COMMITTEE CHAIR | 3.0 | X | 0 | 0 | 0 | X | |||
| MONSIGNOR DAVID CRUZ | |||||||||
| BOARD MEMBER (UNTIL 12/31/11) | 2.0 | X | 0 | 0 | 0 | ||||
| SISTER SUZANNE SASSUS CSJ | |||||||||
| BOARD MEMBER (UNTIL 12/31/11) | 2.0 | X | 0 | 0 | 0 | ||||
| JO ANN ESCASA-HAIGH | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 600573 | 43728 | ||||
| TROY THIBODEAUX | |||||||||
| COO | 30.0 | 424570 | 0 | 4245 | X | ||||
| JOHN GRIGSON | |||||||||
| SVP-CFO | 26.0 | 769606 | 0 | 30291 | X | ||||
| CLARK COCHRAN | |||||||||
| VP MISSION INTEGRATION | 48.0 | 244993 | 0 | 10554 | X | ||||
| SUSAN NEVES | |||||||||
| VP ADMINISTRATION - CMC | 50.0 | 548756 | 0 | 8196 | X | ||||
| STEVEN MCCAMY | |||||||||
| PRESIDENT-COVENANT MEDICAL GRP | 5.0 | 680606 | 0 | 33969 | X | ||||
| ROXIE TAYLOR | |||||||||
| VP ADMIN LAKESIDE & JACC | 28.0 | 432968 | 0 | 26099 | X | ||||
| SHARYN IVORY | |||||||||
| VP ADMIN POST - ACUTE SVCS | 50.0 | 338548 | 0 | 16750 | X | ||||
| STEVEN BECK | |||||||||
| VP REGIONAL SERVICES | 30.0 | 254238 | 0 | 29683 | X | ||||
| KAREN BAGGERLY | |||||||||
| VP NURSING | 50.0 | 387544 | 0 | 33442 | X | ||||
| RODNEY CATES | |||||||||
| VP HUMAN RESOURCES | 50.0 | 354613 | 0 | 33105 | X | ||||
| SHARON PRATHER | |||||||||
| PRESIDENT-COVENANT FOUNDATION | 30.0 | 378646 | 0 | 36835 | X | ||||
| SCOTT ROBINS MD | |||||||||
| CMO OF CHS (UNTIL 02/25/11) | 50.0 | 470006 | 0 | 20856 | X | ||||
| SHARON CLARK | |||||||||
| VP FINANCE | 50.0 | 440052 | 0 | 34144 | X | ||||
| MURALI NAIR | |||||||||
| MEDICAL PHYSICIST | 40.0 | 295280 | 0 | 38938 | X | ||||
| MELINDA CLARK | |||||||||
| PRESIDENT/CEO (THRU 10/01/09) | 0.0 | 0 | 282512 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6056426 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1919856 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 425308 | TotalOtherCompensation |
| Number Individuals GT100 K | 187 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ARAMARK | |||||
| 25271 NETWORK PLACE | CHICAGO | IL | 606731252 | FOOD SERVICES | 7309834 |
| TTUHSC | |||||
| 3601 4TH STREET STOP 6207 SUITE 2 | LUBBOCK | TX | 79430 | PHYSICIAN SERVICES | 5764116 |
| NORTHSTAR ANESTHESIA PA | |||||
| 2000 E LAMAR BLVD SUITE 400 | ARLINGTON | TX | 76006 | ANESTHESIA SERVICES | 4452809 |
| ANTHONY MECHANICAL INC | |||||
| PO BOX 3886 | LUBBOCK | TX | 79452 | CONSTRUCTION | 3976343 |
| NURSEFINDERS | |||||
| PO BOX 910738 | DALLAS | TX | 783910738 | STAFFING | 3628439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 194 | NumberOfContractorsGT100K |
| Related Organizations | 3871619 | RelatedOrganizations |
| Government Grants | 2353056 | GovernmentGrants |
| Noncash Contributions | 1224914 | NoncashContributions |
| Total Contributions | 6224675 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PATIENT REVENUE | 622110 | 530714637 | 530714637 | |
| MEDICAL OFFICE BUILDING | 531120 | 4590348 | 4590348 | |
| OUTREACH LAB SERVICES | 621511 | 4411667 | 4411667 | |
| BILLING/MANAGEMENT FEES | 541611 | 3926240 | 699419 | 3226821 |
| CAFETERIA | 722310 | 3329522 | 3329522 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14055350 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14055350 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 561027764 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2937866 | TotalRevenueColumn |
| Exclusion | $2,937,866 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 570190305 | TotalRevenueColumn |
| Related Or Exempt Function Income | 553389276 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 7638488 | UnrelatedBusinessRevenue |
| Exclusion | $2,937,866 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4514300 | Total |
| Program Services | 4514300 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3100937 | Total |
| Management And General | 3100937 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31420 | Total |
| Management And General | 31420 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144387777 | Total |
| Program Services | 134216430 | ProgramServices |
| Management And General | 10171347 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9753332 | Total |
| Program Services | 9753332 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42510864 | Total |
| Program Services | 41048005 | ProgramServices |
| Management And General | 1462859 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12326080 | Total |
| Program Services | 11605214 | ProgramServices |
| Management And General | 720866 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72260 | Total |
| Program Services | 72260 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20430 | Total |
| Program Services | 20430 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 810678 | Total |
| Program Services | 640436 | ProgramServices |
| Management And General | 170242 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21638 | Total |
| Program Services | 21638 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105183259 | Total |
| Program Services | 99002219 | ProgramServices |
| Management And General | 6181040 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3256753 | Total |
| Program Services | 92946 | ProgramServices |
| Management And General | 3163807 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14467678 | Total |
| Program Services | 12050470 | ProgramServices |
| Management And General | 2417208 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6842703 | Total |
| Program Services | 5794631 | ProgramServices |
| Management And General | 1048072 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8895494 | Total |
| Program Services | 8889471 | ProgramServices |
| Management And General | 6023 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 929840 | Total |
| Program Services | 433109 | ProgramServices |
| Management And General | 496731 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242169 | Total |
| Program Services | 145975 | ProgramServices |
| Management And General | 96194 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7952556 | Total |
| Program Services | 7952556 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33886258 | Total |
| Program Services | 33886258 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1967490 | Total |
| Program Services | 1796577 | ProgramServices |
| Management And General | 170913 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 119037726 | 118969563 | 68163 |
| ALL OTHER EXPENSES | 1764833 | 564785 | 1200048 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 521976475 | Total |
| Program Services | 491470605 | ProgramServices |
| Management And General | 30505870 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31828389 | BOY |
| EOY | 4920354 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50390345 | BOY |
| EOY | 84130162 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67348577 | BOY |
| EOY | 67413297 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11235562 | BOY |
| EOY | 11248800 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2133907 | BOY |
| EOY | 2363148 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 752524300 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 520724968 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 249313221 | BOY |
| EOY | 231799332 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104471726 | BOY |
| EOY | 130071241 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11241183 | BOY |
| EOY | 8856597 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50266568 | BOY |
| EOY | 93540491 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 578229478 | BOY |
| EOY | 634343422 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37339385 | BOY |
| EOY | 39074471 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2907934 | BOY |
| EOY | 2714955 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161420628 | BOY |
| EOY | 180682413 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201667947 | BOY |
| EOY | 222471839 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 376561531 | BOY |
| EOY | 411871583 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 376561531 | BOY |
| EOY | 411871583 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 578229478 | BOY |
| EOY | 634343422 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 48213830 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -12903778 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $21,638 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 21638 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PORTION OF DUES PAID TO HOSPITAL ASSOCIATIONS FOR LOBBYING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, PART II-B, LINE 1I | ReturnReference |
| Explanation | DURING THE PAST YEAR, THE ST. JOSEPH HEALTH SYSTEM HAS CONDUCTED AN ADVOCACY EFFORT WHICH INCLUDED SOME LOBBYING ACTIVITY. THESE INCLUDED MEETING WITH LOCAL, STATE, AND FEDERAL LEGISLATORS, THEIR STAFF AND OTHER GOVERNMENTAL OFFICIALS; AND COMMUNICATIONS TO LEGISLATORS ADVOCATING POSITIONS ON LEGISLATION. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18349427 | OtherCostOrOtherBasis |
| Book Value | 18349427 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 390601034 | OtherCostOrOtherBasis |
| Depreciation | 261942326 | Depreciation |
| Book Value | 128658708 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20246067 | OtherCostOrOtherBasis |
| Depreciation | 14308623 | Depreciation |
| Book Value | 5937444 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 308106431 | OtherCostOrOtherBasis |
| Depreciation | 244474019 | Depreciation |
| Book Value | 63632412 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15221341 | OtherCostOrOtherBasis |
| Book Value | 15221341 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 231799332 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| LONG TERM DUE FROM AFFILIATES | 79861360 |
| ASSETS HELD IN TRUSTS | 11698109 |
| DEFERRED FINANCING COSTS-NET | 1367672 |
| BOARD DESIGNATED ASSETS | 369832 |
| OTHER RECEIVABLES | 243518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 93540491 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LONG TERM NOTES | $144,161,486 |
| CURRENT MATURITIES OF LT DEBT | $12,929,838 |
| OTHER LIABILITIES | $12,210,856 |
| PAYABLE TO THIRD-PARTY PAYORS | $11,380,233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 180682413 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONSOLIDATED AUDIT FOOTNOTE FOR FIN 48 (ASC 740) | Identifier |
| Return Reference | SCHEDULE D, PART X, LINE 2 | ReturnReference |
| Explanation | ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2012 OR 2011. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | CAPTIVE INSURANCE | SpecificServicesProvided |
| Total Expenditures | 1285843 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1285843 | SubtotalAmountSpent |
| Total Amount Spent | 1285843 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ACCOUNTING METHOD | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 3, COLUMN (F) | ReturnReference |
| Explanation | THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO DETERMINE THE AMOUNT IN COLUMN (F). | Explanation |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
Other Percentage OtherPercentage
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Free Other Percentage | 175. | FreeOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent300 | X | Pcent300 |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 28591881 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 28591881 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05350 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 40712389 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 33728337 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 6984052 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01310 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 69304270 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 33728337 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 35575933 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06660 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2898601 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 236448 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2662153 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00500 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 14229627 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 4667308 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 9562319 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01790 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 91782 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 91782 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2652096 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2652096 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00500 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 19872106 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 4903756 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 14968350 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02810 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 89176376 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 38632093 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 50544283 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.09470 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 78849 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 78849 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 78849 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 78849 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReported |
| Bad Debt Expense | $49,839,726 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 142515037 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 169201775 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -26686738 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV (4 entries)
| Description Ent Primary ActivityDescriptionEntPrimaryActivity | Organization Profit Or OwnershipOrganizationProfitOrOwnership | Officers Etc Profit Or OwnershipOfficersEtcProfitOrOwnership | Physicans Profit Or OwnershipPhysicansProfitOrOwnership |
|---|---|---|---|
| COVENANT L-T CARE LP | |||
| LONG-TERM CARE | 0.67000 | 0.00000 | 0.33000 |
| LUBBOCK SURG CTR LTD | |||
| HEALTHCARE | 0.59000 | 0.00000 | 0.41000 |
| METHODIST DIAGNOSTIC | |||
| HEALTHCARE | 0.60000 | 0.00000 | 0.40000 |
| LUBBOCK GAMMA LP | |||
| HEALTHCARE | 0.40000 | 0.00000 | 0.60000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Hospital Facilities | 2 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (2 entries)
| Facility NumberFacilityNumber | Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Research FacilityResearchFacility | Er24 HoursEr24Hours | Childrens HospitalChildrensHospital |
|---|---|---|---|---|---|---|---|---|---|
| COVENANT MEDICAL CENTER | |||||||||
| 1 | 3615 19TH STREET | LUBBOCK | TX | 794101203 | X | X | X | X | |
| COVENANT MED CENTER-LAKESIDE CAMPUS | |||||||||
| 2 | 4000 24TH STREET | LUBBOCK | TX | 79410 | X | X | X | X | X |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (2 entries)
| Hospital Facility NumberHospitalFacilityNumber | Eligibility Criteria ExplainedEligibilityCriteriaExplained | Uses FPG FreeUsesFPGFree | FPG Free PercentFPGFreePercent | Uses FPG DiscountedUsesFPGDiscounted | FPG Discount PercentFPGDiscountPercent | Explains BasisExplainsBasis | Income LevelIncomeLevel | Asset LevelAssetLevel | Medical IndigencyMedicalIndigency | Insurance StatusInsuranceStatus | Medicaid MedicareMedicaidMedicare | State RegulationStateRegulation | Other FactorsOtherFactors | Explains Application MethodExplainsApplicationMethod | Includes Publicity MeasuresIncludesPublicityMeasures | Other PublicityOtherPublicity | Actions On NonpaymentActionsOnNonpayment | Collection ActivitiesCollectionActivities | Nondiscrim Emergency Care PolicyNondiscrimEmergencyCarePolicy | Used Other MethodUsedOtherMethod | Amounts Generally BilledAmountsGenerallyBilled | Gross ChargesGrossCharges |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COVENANT MEDICAL CENTER | ||||||||||||||||||||||
| 1 | true | true | 175. | true | 300. | true | X | X | X | X | X | X | X | true | true | X | true | false | true | X | false | false |
| COVENANT MED CENTER-LAKESIDE CAMPUS | ||||||||||||||||||||||
| 2 | true | true | 175. | true | 300. | true | X | X | X | X | X | X | X | true | true | X | true | false | true | X | false | false |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 10 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (10 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| JOE ARRINGTON CANCER RSCH & TRTMT CENTER | ||||
| 4101 22ND PLACE | LUBBOCK | TX | 79410 | GENERAL MEDICAL & SURGICAL |
| COVENANT LT CARE LP | ||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | LONG TERM CARE |
| COVENANT HEART & VASCULAR | ||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | GENERAL MEDICAL & SURGICAL |
| LUBBOCK SURGERY CENTER LTD | ||||
| 2301 QUAKER | LUBBOCK | TX | 79410 | SURGERY CENTER |
| METHODIST DIAGNOSTIC IMAGING | ||||
| 4005 24TH STREET | LUBBOCK | TX | 79410 | DIAGNOSTIC CENTER |
| FAMILY HEALTHCARE CENTER | ||||
| 7601 QUAKER | LUBBOCK | TX | 79410 | MEDICAL CLINIC |
| SOUTHWEST MEDICAL PARK | ||||
| 9812 SLIDE ROAD | LUBBOCK | TX | 79424 | GENERAL MEDICAL & SURGICAL |
| FAMILY HEALTHCARE CENTER | ||||
| 416 FRANKFORD ROAD | LUBBOCK | TX | 79410 | MEDICAL CLINIC |
| ARRINGTON COMPREHENSIVE BREAST CENTER | ||||
| 4101 22ND PLACE | LUBBOCK | TX | 79410 | GENERAL MEDICAL & SURGICAL |
| LUBBOCK GAMMA | ||||
| 10000 MEMORIAL DRIVE SUITE 540 | HOUSTON | TX | 77024 | GENERAL MEDICAL & SURGICAL |
Form990 Schedule H Part VI Form990ScheduleHPartVI (14 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| SCHEDULE H, PART I, LINE 7 | THE AMOUNTS REPORTED IN THE TABLE WERE DERIVED FROM VARIOUS SOURCES INCLUDING THE GENERAL LEDGER, THE COST ACCOUNTING SYSTEM, OR CALCULATED USING A COST-TO-CHARGE RATIO. THE COST ACCOUNTING SYSTEM ADDRESSES ALL PATIENT SEGMENTS. WORKSHEET 2 WAS NOT USED; HOWEVER A RATIO OF TOTAL OPERATING EXPENSES TO GROSS CHARGES WAS USED. | |
| COMMUNITY BUILDING ACTIVITIES | COVENANT HEALTH SYSTEM (CHS) IS COMMITTED TO SERVING ITS COMMUNITIES WITH AN EMPHASIS ON PROVIDING OPTIMAL HEALTHCARE SERVICES AND PROGRAMS BY DEDICATING ITS EFFORTS TO ASSIST ALL PERSONS REGARDLESS OF THEIR AGE, SEX, CREED, DISABILITY, NATIONAL ORIGIN OR FINANCIAL STATUS. THE VISION OF CHS IS TO BRING PEOPLE TOGETHER TO PROVIDE COMPASSIONATE CARE, PROMOTE HEALTH IMPROVEMENT, AND CREATE HEALTHY COMMUNITIES. DURING THE YEAR, THE EMPLOYEES OF CHS HAVE VOLUNTEERED COUNTLESS HOURS TO VARIOUS COMMUNITY-BASED ORGANIZATIONS, PROFESSIONAL ORGANIZATIONS, AND VOLUNTEERED WITH LOCAL NON-PROFIT ORGANIZATIONS TO IMPROVE HEALTH AND QUALITY OF LIFE IN OUR COMMUNITY. | SCHEDULE H, PART II |
| SCHEDULE H, PART III, LINE 4 | THE ORGANIZATION RECOGNIZED THAT A PORTION OF THE UNINSURED OR UNDERINSURED PATIENT POPULATION MAY NOT ENGAGE IN THE TRADITIONAL FINANCIAL ASSISTANCE APPLICATION PROCESS. THEREFORE, THE ORGANIZATION ALSO USED AN AUTOMATED PREDICTIVE SCORING TOOL TO IDENTIFY AND QUALIFY PATIENTS FOR FINANCIAL ASSISTANCE FOR ACCOUNTS THAT WERE INITIALLY CLASSIFIED AS BAD DEBT. COLLECTION ACTIONS WERE NOT PURSUED ON THESE ACCOUNTS ONCE THEY ARE RECLASSIFIED BECAUSE RECLASSIFIED ACCOUNTS WERE GRANTED 100 PERCENT FINANCIAL ASSISTANCE (FREE CARE). AFTER THE RECLASSIFICATION THERE WAS NO REMAINING AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER OUR FINANCIAL ASSISTANCE POLICY. THIS POLICY WAS NOT IMPLEMENTED BY COVENANT HEALTH SYSTEM UNTIL MARCH OF 2013. FINANCIAL STATEMENT FOOTNOTE DESCRIBING BAD DEBT: THE ORGANIZATION RECEIVES PAYMENT FOR SERVICES RENDERED TO PATIENTS FROM FEDERAL AND STATE GOVERNMENTS UNDER THE MEDICARE AND MEDICAID PROGRAMS, PRIVATELY SPONSORED MANAGED CARE PROGRAMS FOR WHICH PAYMENT IS MADE BASED ON TERMS DEFINED UNDER FORMAL CONTRACTS, AND OTHER PAYORS. THE ORGANIZATION BELIEVES THERE ARE NO SIGNIFICANT RISKS ASSOCIATED WITH RECEIVABLES FROM GOVERNMENT PROGRAMS. RECEIVABLES FROM CONTRACTED AND OTHERS ARE FROM VARIOUS PAYORS WHO ARE SUBJECT TO DIFFERING ECONOMIC CONDITIONS, AND DO NOT REPRESENT ANY CONCENTRATED RISKS TO THE ORGANIZATION. THE ORGANIZATION ANALYZES ITS HISTORICAL EXPERIENCE AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS. | |
| SCHEDULE H, PART III, LINE 8 | THE ORGANIZATION DOES NOT REPORT MEDICARE REVENUES AND EXPENSES (EXCEPT FOR AMOUNTS REPORTED IN PART I, LINE 7) AS COMMUNITY BENEFIT. MEDICARE COSTS ARE DETERMINED USING THE MEDICARE COST REPORT. | |
| SCHEDULE H, PART III, LINE 9B | COVENANT HEALTH SYSTEM PATIENT ACCOUNTS WERE NOT FORWARDED TO COLLECTION STATUS WHEN THE PATIENT MADE A GOOD FAITH EFFORT TO RESOLVE OUTSTANDING ACCOUNT BALANCES. SUCH EFFORTS INCLUDE APPLYING FOR FINANCIAL ASSISTANCE, NEGOTIATING A PAYMENT PLAN, OR APPLYING FOR MEDICAID COVERAGE. PRIOR TO ADVANCING ANY ACCOUNT FOR EXTERNAL COLLECTION, THE ORGANIZATION PERFORMED AN EVALUATION TO IDENTIFY IF THE ACCOUNT QUALIFIED FOR FINANCIAL ASSISTANCE. ACCOUNTS FOR PATIENTS WHO QUALIFIED FOR FREE CARE (100 PERCENT FINANCIAL ASSISTANCE) WERE WRITTEN OFF AND COLLECTION EFFORTS WERE NOT PURSUED. | |
| COVENANT MEDICAL CENTER (1) AND COVENANT MED. CENTER-LAKESIDE CAMPUS (2) | THE ORGANIZATION RECOGNIZES THAT A PORTION OF THE UNINSURED OR UNDERINSURED PATIENT POPULATION MAY NOT ENGAGE IN THE TRADITIONAL FINANCIAL ASSISTANCE APPLICATION PROCESS. THEREFORE, THE ORGANIZATION ALSO USES AN AUTOMATED PREDICTIVE SCORING TOOL TO IDENTIFY AND QUALIFY PATIENTS FOR FINANCIAL ASSISTANCE FOR ACCOUNTS THAT ARE INITIALLY CLASSIFIED AS BAD DEBT. THIS POLICY WAS NOT IMPLEMENTED BY COVENANT HEALTH SYSTEM UNTIL MARCH OF 2013. | SCHEDULE H, PART V, SECTION B, LINE 11H |
| COVENANT MEDICAL CENTER (1) AND COVENANT MED. CENTER-LAKESIDE CAMPUS (2) | THE ORGANIZATION POSTS ITS SUMMARIZED FINANCIAL ASSISTANCE NOTICE IN ALL ADMITTING AREAS IN BOTH ENGLISH AND SPANISH AND PROVIDES THE FULL POLICY UPON REQUEST. SUMMARIZED NOTICES OF THE POLICY ARE AVAILABLE ON ITS WEBSITE ALONG WITH CONTACT INFORMATION IN THE EVENT OF ADDITIONAL INQUIRIES. NOTICES OF FINANCIAL ASSISTANCE ARE INCLUDED WITH BILLINGS FOR UNINSURED PATIENTS. BILINGUAL PATIENT ACCOUNT REPRESENTATIVES ARE AVAILABLE TO ADDRESS QUESTIONS AND ASSIST IN THE COMPLETION OF A FINANCIAL ASSISTANCE APPLICATION IN ENGLISH OR SPANISH. | SCHEDULE H, PART V, SECTION B, LINE 13G |
| COVENANT MEDICAL CENTER (1) AND COVENANT MED. CENTER-LAKESIDE CAMPUS (2) | FOR PATIENTS WITH A FAMILY INCOME BETWEEN 176% AND 300% OF FEDERAL POVERTY GUIDELINES (FPG), THE HOSPITAL FACILITY USES MEDICARE RATES WHEN CALCULATING THE MAXIMUM AMOUNTS THAT CAN BE CHARGED. FOR CATASTROPHIC CASES WITH A PATIENT RESPONSIBILITY GREATER THAN $75,000, MEDICARE RATES ARE USED TO DETERMINE THE MAXIMUM AMOUNT THAT CAN BE CHARGED. | SCHEDULE H, PART V, SECTION B, LINE 19D |
| NEEDS ASSESSMENT | A NEEDS ASSESSMENT IS COMPILED EVERY THREE YEARS WHICH DETAILS OVERARCHING HEALTHCARE CONCERNS FOR TEXAS IN GENERAL AS WELL AS MANY DETAILS AFFECTING THE LUBBOCK COMMUNITY BENEFIT SERVICE AREA IN PARTICULAR. SOME OF THE OTHER SOURCES USED FOR COVENANT'S NEEDS ASSESSMENT INCLUDE: ST. JOSEPH HEALTH SYSTEM'S PRC DATA ASSESSMENT, THE UNITED WAY COMMUNITY STATUS REPORT, AND THE TEXAS DEPARTMENT OF STATE HEALTH SERVICES DATA. THE PROCESS USED FOR THE PRIORITIZATION OF THE PROGRAMS WAS DETERMINED BY GENERAL CONSENSUS. ALL ASSESSMENTS USED FOR THIS PLAN, PRIMARY AND SECONDARY DATA THAT WAS ANALYZED, INDIVIDUAL MEETINGS WITH GROUPS OF STAKEHOLDERS, AND MEMBERS OF THE COMMUNITY BENEFIT COMMITTEE ALL CONFIRMED THE PROGRAMS WHICH ARE PRIORITIZED FOR THIS PLAN. | SCHEDULE H, PART VI, LINE 2 |
| PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE | THE ORGANIZATION POSTED NOTICES INFORMING THE PUBLIC OF THE FINANCIAL ASSISTANCE PROGRAM. NOTICES WERE POSTED IN HIGH VOLUME INPATIENT AND OUTPATIENT SERVICE AREAS. NOTICES WERE ALSO POSTED AT LOCATIONS WHERE A PATIENT COULD PAY THEIR BILL. NOTICES INCLUDED CONTACT INFORMATION ON HOW A PATIENT COULD OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR ASSISTANCE. THESE NOTICES WERE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT WERE REPRESENTATIVE OF 5% OR GREATER OF PATIENTS IN THE HOSPITAL'S SERVICE AREA. ALL PATIENTS WHO DEMONSTRATED LACK OF FINANCIAL COVERAGE BY THIRD PARTY INSURERS WERE OFFERED AN OPPORTUNITY TO COMPLETE THE FINANCIAL ASSISTANCE APPLICATION AND WERE OFFERED INFORMATION, ASSISTANCE, AND REFERRAL AS APPROPRIATE TO GOVERNMENT SPONSORED PROGRAMS FOR WHICH THEY MAY HAVE BEEN ELIGIBLE. | SCHEDULE H, PART VI, LINE 3 |
| COMMUNITY INFORMATION | COVENANT HEALTH SYSTEM IS THE ONLY SJHS MINISTRY PROVIDING SERVICES TO COMMUNITIES IN TWO STATES. COVENANT HEALTH SYSTEM PROVIDES SERVICES IN NEW MEXICO AND DRAWS PATIENTS FROM NEW MEXICO COMMUNITIES INTO LUBBOCK. THE CIRCUMSTANCES OF THESE COMMUNITY MEMBERS PROFOUNDLY IMPACT THE ORGANIZATION AND THE SERVICES IT PROVIDES. COVENANT HEALTH SYSTEM'S COMMUNITY BENEFIT PRIORITIES ADDRESS DUHN POPULATIONS WITHIN BOTH CORE SERVICE AREAS AND SECONDARY SERVICE AREAS FOR COMMUNITY RESIDENTS WHO ARE FACED WITH MULTIPLE HEALTH PROBLEMS AND HAVE LIMITED ACCESS TO TIMELY, HIGH-QUALITY HEALTH CARE. CORE SERVICE AREAS INCLUDE THE TEXAS COUNTIES OF LUBBOCK, BAILEY, LAMB, HALE, FLOYD, MOTLEY, COCHRAN, HOCKLEY, CROSBY, DICKENS, YOAKUM, TERRY, LYNN, GARZA, KENT, GAINES, DAWSON, BORDEN, SCURRY, AND EDDY COUNTY IN NEW MEXICO. ESPECIALLY WITHIN LUBBOCK, FOUR NEIGHBORHOODS, ARNETT-BENSON, HARWELL, PARKWAY-CHERRY POINT AND DUNBAR-MANHATTAN HEIGHTS, ARE DESIGNATED AS MEDICALLY UNDERSERVED AREAS (MUA'S). SECONDARY SERVICE AREAS INCLUDE PARMER, CASTRO, AND KING COUNTIES IN TEXAS. | SCHEDULE H, PART VI, LINE 4 |
| PROMOTION OF COMMUNITY HEALTH | THE GOVERNING BODY IS COMPRISED OF A MAJORITY OF PERSONS WHO RESIDE IN THE HOSPITAL'S PRIMARY SERVICE AREA AND WHO ARE NOT EMPLOYEES, CONTRACTORS, OR FAMILY MEMBERS. THE SUB-COMMITTEE OF THE BOARD OF TRUSTEES, KNOWN AS THE COMMUNITY BENEFIT COMMITTEE, OVERSEES THE DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY BENEFIT PLAN EVERY THREE YEARS, AS WELL AS AN ANNUAL COMMUNITY BENEFIT REPORT. THE COMMITTEE ALSO PROVIDES GENERAL DIRECTION TO COVENANT HEALTH SYSTEM REGARDING: 1) BUDGETING DECISIONS, 2) COMMUNITY BENEFIT PROGRAM CONTENT, 3) COMMUNITY BENEFIT PROGRAM DESIGN, 4) TARGET GEOGRAPHIC/POPULATION, 5) PROGRAM CONTINUATION OR DISCONTINUATION, 6) FUND DEVELOPMENT SUPPORT, AND 7) COMMUNITY-WIDE ENGAGEMENT. MEDICAL STAFF PRIVILEGES ARE EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. GIVING BACK TO THE COMMUNITY IS INTEGRATED INTO EVERY ASPECT OF OUR ORGANIZATION. AS A MEMBER OF THE FAITH-BASED HEALTH MINISTRY OF ST. JOSEPH HEALTH SYSTEM, WE PROVIDE FREE AND DISCOUNTED CARE VIA OUR FINANCIAL ASSISTANCE PROGRAM AND HAVE A FUNDING STREAM TO ADDRESS THE NEEDS OF THE ECONOMICALLY POOR AND VULNERABLE IN THE COMMUNITIES WE SERVE. THIS PAST FISCAL YEAR OUR HOSPITAL PROMOTED HEALTH AND ACCESS TO CARE BY SUPPORTING THE FOLLOWING PROGRAMS: HEALTH & NUTRITION EDUCATION, MENTAL HEALTH COUNSELING FAMILY DENTISTRY, ACCESS TO CARE, AND COVENANT BODY MIND INITIATIVE. OUR MISSION IS TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE. WE BELIEVE THAT NO ONE SHOULD DELAY SEEKING NEEDED MEDICAL CARE BECAUSE THEY LACK HEALTH INSURANCE. THAT IS WHY COVENANT HEALTH SYSTEM, AS A MINISTRY OF ST. JOSEPH HEALTH SYSTEM, HAS A PATIENT FINANCIAL ASSISTANCE PROGRAM THAT PROVIDES FREE OR DISCOUNTED SERVICES TO ELIGIBLE PATIENTS. ON AN ANNUAL BASIS, TEN PERCENT OF OUR NET INCOME IS DEVOTED TO FUND COMMUNITY PROGRAMS FOR THE ECONOMICALLY POOR (CARE FOR THE POOR FUNDS). SPECIFICALLY, FUNDS ARE USED FOR OUTREACH PROGRAMS, DEFINED AS THOSE SERVICES THAT ADDRESS A SPECIFIC UNMET HEALTH NEED AND ARE SEPARATE FROM TRADITIONAL ACUTE CARE SERVICES. IN ADDITION TO DEVOTING A PERCENTAGE OF OUR NET INCOME TO COMMUNITY PROGRAMS FOR THE ECONOMICALLY POOR VIA CARE FOR THE POOR FUNDS, WE STRIVE TO ANNUALLY BUDGET A PORTION OF OUR TOTAL OPERATING EXPENSES FOR HEALTHY COMMUNITIES AND COMMUNITY HEALTH EFFORTS. DURING THE PAST YEAR, COVENANT HEALTH DEDICATED $1,630,499 IN CARE FOR THE POOR FUNDS AND $909,957 TO HEALTHY COMMUNITIES AND COMMUNITY HEALTH INITIATIVES. THIS FUNDING MADE THE FOLLOWING PROGRAMS THAT PROMOTE HEALTH AND ACCESS TO CARE TO THE LOW-INCOME POSSIBLE: HEALTH & NUTRITION EDUCATION, MENTAL HEALTH COUNSELING FAMILY DENTISTRY, ACCESS TO CARE, AND COVENANT BODY MIND INITIATIVE. | SCHEDULE H, PART VI, LINE 5 |
| AFFILIATED HEALTH CARE SYSTEM | COVENANT HEALTH SYSTEM IS A HEALING MINISTRY OF ST. JOSEPH HEALTH SYSTEM, AN INTEGRATED HEALTHCARE DELIVERY SYSTEM SPONSORED BY THE ST. JOSEPH HEALTH MINISTRY. ST. JOSEPH HEALTH SYSTEM IS ORGANIZED INTO THREE REGIONS: NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO. THE SYSTEM INCLUDES 14 ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPICE CARE, OUTPATIENT SERVICES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. EACH ASSOCIATED MINISTRY WORKS TO LIVE OUT ITS MISSION TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE COMMUNITIES IT SERVES. IN 1986, ST. JOSEPH HEALTH SYSTEM CREATED A PLAN AND BEGAN AN EFFORT TO FURTHER ITS COMMITMENT TO NEIGHBORS IN NEED. WITH A VISION OF REACHING BEYOND THE WALLS OF ITS HEALTHCARE FACILITIES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FINANCIAL ASSISTANCE FOR THOSE IN NEED OF ACUTE SERVICES, ST. JOSEPH HEALTH SYSTEM CREATED THE ST. JOSEPH HEALTH SYSTEM FOUNDATION TO IMPROVE THE HEALTH OF LOW-INCOME INDIVIDUALS RESIDING IN LOCAL COMMUNITIES. OUR FOUNDATIONAL DOCUMENT, A VISION OF VALUES, FORMALIZES A POLICY THROUGH WHICH THE HOSPITAL MINISTRIES RETURN TEN PERCENT OF THEIR NET INCOME TO THE ST. JOSEPH HEALTH SYSTEM FOUNDATION TO SUPPORT OUTREACH EFFORTS FOR THE MATERIALLY POOR. THE FOUNDATION THEN FUNDS PROGRAMS IN COMMUNITIES SERVED BY ST. JOSEPH HEALTH HOSPITALS THAT EXEMPLIFY THE FOUR CORE VALUES OF ST. JOSEPH HEALTH SYSTEM: SERVICE, EXCELLENCE, DIGNITY, AND JUSTICE. | SCHEDULE H, PART VI, LINE 6 |
| STATE FILING OF COMMUNITY BENEFIT REPORT | TEXAS MINISTRIES REPORT TO STATE OF TEXAS DEPARTMENT OF STATE HEALTH SERVICES IN ACCORDANCE WITH THE TEXAS HEALTH AND SAFETY CODE - SECTION 311.045. | SCHEDULE H, PART VI, LINE 7 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| DIOCESE OF LUBBOCK | |||||||
| PO BOX 98700 | LUBBOCK | TX | 79416 | 752773524 | 501(C)(3) | 50000 | DONATION TO DIOCESAN |
| PURPOSE MEDICAL MISSION | |||||||
| 3105 102ND STREET | LUBBOCK | TX | 79423 | 263600976 | 501(C)(3) | 60000 | EQUIPMENT AND |
| TEXAS TECH UNIVERSITY | |||||||
| BOX 41105 | LUBBOCK | TX | 79409 | 752668014 | GOVERNMENT | 125000 | HEALTHY COMM & CHILD |
| UNITED WAY | |||||||
| 1655 MAIN STREET | LUBBOCK | TX | 79401 | 750961812 | 501(C)(3) | 40000 | PROGRAM SUPPORT |
| AMERICAN CANCER SOCIETY LUBBOCK | |||||||
| 3513 10TH STREET | LUBBOCK | TX | 79415 | 237040934 | 501(C)(3) | 200000 | LUBBOCK HOPE LODGE |
| SOUTH PLAINS CLOSING THE GAPS P-20 COUNCIL | |||||||
| PO BOX 41071 | LUBBOCK | TX | 79409 | 800414487 | 501(C)(3) | 10000 | SCHOLARSHIP DONATION |
| HOPE COMMUNITY OF SHALOM | |||||||
| 2005 AVENUE T | LUBBOCK | TX | 79411 | 364504943 | 501(C)(3) | 10000 | 10TH ANNIVERSARY |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | |||||||
| 3345 MICHELSON DR STE 100 | IRVINE | CA | 92612 | 330143024 | 501(C)(3) | 3688900 | CARE FOR THE POOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 8 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | DONATIONS MADE TO OTHER ORGANIZATIONS ARE APPROVED BY MANAGEMENT TO ENSURE THEY SUPPORT THE MISSION OF COVENANT HEALTH SYSTEM. NO ADDITIONAL MONITORING IS DONE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD PARKS | |||||||||||||
| 0 | 617795 | 0 | 280650 | 0 | 138326 | 0 | 7350 | 0 | 17123 | 0 | 1061244 | 0 | 0 |
| TROY THIBODEAUX | |||||||||||||
| 280461 | 0 | 42147 | 0 | 101962 | 0 | 0 | 0 | 4245 | 0 | 428815 | 0 | 0 | 0 |
| JOHN GRIGSON | |||||||||||||
| 360754 | 0 | 306386 | 0 | 102466 | 0 | 9800 | 0 | 20491 | 0 | 799897 | 0 | 0 | 0 |
| SUSAN NEVES | |||||||||||||
| 58444 | 0 | 87937 | 0 | 402375 | 0 | 5345 | 0 | 2851 | 0 | 556952 | 0 | 215882 | 0 |
| STEVEN MCCAMY | |||||||||||||
| 315698 | 0 | 271896 | 0 | 93012 | 0 | 9800 | 0 | 24169 | 0 | 714575 | 0 | 0 | 0 |
| ROXIE TAYLOR | |||||||||||||
| 258486 | 0 | 95668 | 0 | 78814 | 0 | 19600 | 0 | 6499 | 0 | 459067 | 0 | 0 | 0 |
| SHARYN IVORY | |||||||||||||
| 114784 | 0 | 73452 | 0 | 150312 | 0 | 12731 | 0 | 4019 | 0 | 355298 | 0 | 0 | 0 |
| STEVEN BECK | |||||||||||||
| 156559 | 0 | 54374 | 0 | 43305 | 0 | 17197 | 0 | 12486 | 0 | 283921 | 0 | 0 | 0 |
| KAREN BAGGERLY | |||||||||||||
| 240850 | 0 | 81910 | 0 | 64784 | 0 | 26950 | 0 | 6492 | 0 | 420986 | 0 | 0 | 0 |
| RODNEY CATES | |||||||||||||
| 215507 | 0 | 75577 | 0 | 63529 | 0 | 17150 | 0 | 15955 | 0 | 387718 | 0 | 0 | 0 |
| SHARON PRATHER | |||||||||||||
| 218958 | 0 | 82908 | 0 | 76780 | 0 | 24500 | 0 | 12335 | 0 | 415481 | 0 | 15042 | 0 |
| SCOTT ROBINS MD | |||||||||||||
| 76109 | 0 | 198276 | 0 | 195621 | 0 | 19591 | 0 | 1265 | 0 | 490862 | 0 | 156496 | 0 |
| SHARON CLARK | |||||||||||||
| 272930 | 0 | 104559 | 0 | 62563 | 0 | 9800 | 0 | 24344 | 0 | 474196 | 0 | 0 | 0 |
| JO ANN ESCASA-HAIGH | |||||||||||||
| 0 | 344020 | 0 | 173044 | 0 | 83509 | 0 | 9776 | 0 | 33952 | 0 | 644301 | 0 | 0 |
| MELINDA CLARK | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 282512 | 0 | 0 | 0 | 0 | 0 | 282512 | 0 | 0 |
| CLARK COCHRAN | |||||||||||||
| 155734 | 0 | 53344 | 0 | 35915 | 0 | 8436 | 0 | 2118 | 0 | 255547 | 0 | 0 | 0 |
| MURALI NAIR | |||||||||||||
| 283713 | 0 | 500 | 0 | 11067 | 0 | 19600 | 0 | 19338 | 0 | 334218 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL COMPENSATION INFORMATION | SCHEDULE J, PART I, LINE 1A | ST. JOSEPH HEALTH SYSTEM ALLOWS FOR COMPANION TRAVEL TO CERTAIN PRE-APPROVED, MINISTRY SPONSORED EVENTS. COMPANION TRAVEL IS TREATED AS TAXABLE COMPENSATION IN MOST CASES. IN THE CASE THAT COMPANION TRAVEL IS NOT TAXABLE COMPENSATION, THE INDIVIDUAL IS PROVIDING A SERVICE TO THE HEALTH SYSTEM AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. MEMBERS OF THE BOARD AND EXECUTIVE MANAGEMENT TEAM ARE SELECTED TO PARTICIPATE IN AN ANNUAL PILGRIMAGE TO LE PUY, FRANCE, WHERE THE SISTERS' FIRST CONGREGATION WAS FORMED. THE PURPOSE OF THE PILGRIMAGE IS FOR THE ORGANIZATION'S LEADERS TO DEVELOP A DEEPER UNDERSTANDING OF THE ROOTS AND HERITAGE OF THE ORGANIZATION IN ORDER TO CARRY OUT THE MISSION. COMPANION TRAVEL IS CONSIDERED TO BE AN ESSENTIAL PART OF THIS EXPERIENCE AND THE COMPANION ACTS AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. THE FOLLOWING DIRECTORS/OFFICERS RECEIVED A BENEFIT FOR COMPANION TRAVEL THAT WAS INTENDED TO BE COMPENSATION: RICHARD PARKS - $3,909 JOHN GRIGSON - $3,323 EXECUTIVES RECEIVE A PERCENTAGE OF BASE COMPENSATION FOR DISCRETIONARY SPENDING. THESE AMOUNTS ARE INCLUDED IN OTHER REPORTABLE COMPENSATION. |
| DESCRIPTION OF CEO PAID BY EXEMPT AGENT | SCHEDULE J, PART I, LINE 3 | THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A FOR THE PROCESS THAT IS COMPLETED BY THE ST. JOSEPH HEALTH SYSTEM. |
| SEVERANCE PAYMENTS | SCHEDULE J, PART I, LINE 4A | MELINDA CLARK RECEIVED $282,512 FOR SEVERANCE PAID THROUGH ST. JOSEPH HEALTH SYSTEM. SHARYN IVORY RECEIVED $99,206 AND SUSAN NEVES RECEIVED $158,362 FOR SEVERANCE PAID THROUGH COVENANT HEALTH SYSTEM. |
| DESCRIPTION OF SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B | EXECUTIVES COULD PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE 457(F). THE PLAN WAS FROZEN EFFECTIVE DECEMBER 31, 2007 AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PERMITTED TO THE PLAN. THIS PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH PROVISIONS OF THE PLAN. NO DISTRIBUTIONS WERE MADE DURING THE YEAR. |
| DESCRIPTION OF NON-FIXED PAYMENTS | SCHEDULE J, PART I, LINE 7 | A PORTION OF EXECUTIVES SALARIES ARE PLACED "AT-RISK" AND ARE NOT AWARDED UNLESS SPECIFIC STRATEGIC OBJECTIVE TARGETS ARE MET OR EXCEEDED. THE AT-RISK EXECUTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD EXECUTIVES FOR TEAM PERFORMANCE THAT SUPPORTS THE STRATEGIC GOALS AND SUCCESSFUL PERFORMANCE OF ST. JOSEPH HEALTH SYSTEM. AT-RISK PAY IS AWARDED TO ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER BASED ON ACHIEVING OR SURPASSING SPECIFIC GOALS THAT ARE PREDETERMINED BY THE BOARD OF TRUSTEES PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE GOALS INCLUDE OUR STRATEGIC OBJECTIVES OF PERFECT CARE, SACRED ENCOUNTERS, AND HEALTHIEST COMMUNITIES AS WELL AS FISCAL STEWARDSHIP. EACH OF THESE FACTORS IS TAKEN INTO CONSIDERATION WHEN DETERMINING THE PERCENTAGE OF AT-RISK PAY. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| PARKHILL SMITH COOPER INC | |||
| JOHN HAMILTON/BD MBR | 276721 | ARCHITECTURAL SERVICES | false |
| MEMPHIS PLACE MALL LTD | |||
| MICHAEL ROBERTSON/BD MBR | 115919 | LEASE OF BUILDING | false |
| KALEN PARKS | |||
| DAUGHTER OF CEO | 31420 | EMPLOYEE OF CHS | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | MEDICAL EQUIPMENT | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1224914 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART I, LINE 1 AND PART III, LINE 1 | COVENANT HEALTH SYSTEM IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE. |
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4A | REALIZING OUR MISSION COVENANT HEALTH SYSTEM (COVENANT HEALTH/CHS) HAS BEEN MEETING THE HEALTH AND QUALITY OF LIFE NEEDS OF THE LOCAL COMMUNITY FOR OVER 13 YEARS. SERVING THE COMMUNITIES OF LUBBOCK, BAILEY, LAMB, HALE, FLOYD, MOTLEY, COCHRAN, HOCKLEY, CROSBY, DICKENS, YOAKUM, TERRY, LYNN, GARZA, KENT, GAINES, DAWSON, BORDEN, SCURRY, AND EDDY COUNTY IN NEW MEXICO, COVENANT HEALTH IS AN ACUTE CARE HOSPITAL THAT PROVIDES QUALITY CARE IN THE AREAS OF STATE OF THE ART CARDIAC CARE, MOBILE MAMMOGRAPHY, MOBILE DENTAL, STATE OF THE ART OUTPATIENT CANCER TREATMENT, AND HEALTH EDUCATION ETC. WITH OVER 5,000 EMPLOYEES COMMITTED TO REALIZING THE MISSION, COVENANT HEALTH IS ONE OF THE LARGEST EMPLOYERS IN THE WEST TEXAS AND EASTERN NEW MEXICO REGION. AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), COVENANT HEALTH IS COMMITTED TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. THIS MISSION HAS GUIDED OUR CATHOLIC HEALTHCARE MINISTRY SINCE THE OPENING OF OUR FIRST HOSPITAL IN EUREKA, CALIFORNIA 100 YEARS AGO. THE SISTERS OF ST. JOSEPH OF ORANGE TRACE THEIR ROOTS BACK TO 17TH CENTURY FRANCE AND THE UNIQUE VISION OF A JESUIT PRIEST NAMED JEAN-PIERRE MEDAILLE. HE SOUGHT TO ORGANIZE AN ORDER OF RELIGIOUS WOMEN WHO, RATHER THAN REMAINING SAFELY CLOISTERED IN A CONVENT, VENTURED OUT INTO THE COMMUNITY TO SEEK OUT "THE DEAR NEIGHBORS" AND MINISTER TO THEIR NEEDS. THE CONGREGATION MANAGED TO SURVIVE THE TURBULENCE OF THE FRENCH REVOLUTION AND EVENTUALLY EXPANDED, NOT ONLY THROUGHOUT FRANCE, BUT THROUGHOUT THE WORLD. IN 1912 A SMALL GROUP OF SISTERS OF ST. JOSEPH WENT TO EUREKA, CALIFORNIA, AT THE INVITATION OF THE LOCAL BISHOP, TO ESTABLISH A SCHOOL. A FEW YEARS LATER, THE GREAT INFLUENZA EPIDEMIC OF 1918 CAUSED THE SISTERS TO TEMPORARILY SET ASIDE THEIR EDUCATION EFFORTS TO CARE FOR THE ILL. THEY REALIZED IMMEDIATELY THAT THE SMALL COMMUNITY DESPERATELY NEEDED A HOSPITAL. THROUGH BOLD FAITH, FORESIGHT, AND FLEXIBILITY IN 1920, THE SISTERS OPENED THE 28-BED ST. JOSEPH HOSPITAL OF EUREKA, THE FIRST ST. JOSEPH HEALTH SYSTEM MINISTRY. THREE MISSION OUTCOMES STRATEGICALLY GUIDE OUR MINISTRY WORK COVENANT HEALTH IS COMMITTED TO THREE SYSTEMWIDE MISSION OUTCOMES: 1) EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTER HAS A DIRECT CONNECTION TO THE OVERALL MISSION. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. AT COVENANT HEALTH WE EDUCATE OUR EMPLOYEES AT BOTH THE MEDICAL CENTER AND WOMEN'S AND CHILDREN'S CAMPUS ON WHAT IS EXPECTED BEHAVIOR IN RELATION TO PATIENT CARE, CUSTOMER SERVICE AND TEAMWORK. EMPLOYEES ARE INTRODUCED TO THESE EXPECTATIONS AND TO THE GOAL TO MAKE EVERY ENCOUNTER SACRED AT NEW EMPLOYEE ORIENTATION. THESE CONCEPTS ARE ALSO INTEGRATED INTO EMPLOYEE'S 90 DAY AND ANNUAL EVALUATIONS. THIS IS REINFORCED THROUGHOUT THEIR EMPLOYMENT THROUGH BOTH OPTIONAL AND MANDATORY TRAINING, LEADERSHIP DEVELOPMENT AND OUR HR STANDARDS OF BEHAVIOR. SACRED PATIENT ENCOUNTERS ARE RECOGNIZED AT CHS THROUGH HERO CARDS, EMPLOYEE OF THE MONTH STORIES AND A VALUES IN ACTION RECOGNITION PROGRAM. LEADERS ARE SENT TO MISSION AND MENTORING WHICH IS A FORMATION PROGRAM LEAD BY SJHS. PATIENT AND STAFF SACRED STORIES ARE ALSO SHARED REGULARLY THROUGH WEEKLY MESSAGES FROM OUR CEO, VPMI AND PATIENT EXPERIENCE OFFICE. 2) ALL PATIENTS WILL RECEIVE PERFECT CARE. IT IS OUR ATTENTION TO DETAIL AND THE SMALLEST IMPERFECTIONS OF EACH PATIENT'S EXPERIENCE THAT DRIVES A DEEPER UNDERSTANDING AND ULTIMATELY A SUSTAINABLE APPROACH TO THE ACHIEVEMENT OF PERFECT CARE. AT COVENANT HEALTH WE EDUCATE OUR EMPLOYEES AT BOTH THE MEDICAL CENTER AND WOMEN'S AND CHILDREN'S CAMPUS ON THE GOAL OF PERFECT CARE. EMPLOYEES ARE INTRODUCED TO THIS GOAL AT NEW EMPLOYEE ORIENTATION, NEW PHYSICIAN ORIENTATION, NURSING ORIENTATION AND IN THEIR DEPARTMENT ORIENTATIONS. THIS GOAL IS ALSO INTEGRATED INTO EMPLOYEE'S 90 DAY AND ANNUAL EVALUATIONS. THIS IS REINFORCED THROUGHOUT THEIR EMPLOYMENT THROUGH MANDATORY TRAINING. IN ADDITION, CHS' QUALITY DEPARTMENT CONTINUALLY STRIVES TO FORMALLY AND INFORMALLY EDUCATE STAFF ON PERFECT CARE EXPECTATIONS. QUALITY INDICATORS ARE TRACKED AND REPORTED TO EMT, THE BOARD OF DIRECTORS, PHYSICIAN MEETINGS, NURSING MEETINGS AND AT THE CLINICAL EXCELLENCE COMMITTEE. LEAN PROCESS IMPROVEMENT TACTICS ARE USED TO CONTINUALLY IMPROVE PROCESSES AND PERFORMANCE TO ENHANCE THE PATIENT EXPERIENCE AND LIMIT POTENTIAL IMPERFECTIONS IN PATIENT CARE. CME'S ARE OFFERED REGULARLY ON-SITE TO OUR PHYSICIANS AND STAFF. WITHIN DEPARTMENTS, UNITS AND SECTIONS SPECIFIC PROCESSES ARE CONSTANTLY MONITORED TO INSURE PATIENT SAFETY AND BEST CARE. TEAMSTEPPS TRAINING IS AVAILABLE TO ALL STAFF TO ENHANCE PERFORMANCE AND PATIENT SAFETY. 3) THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WE SEEK TO DEVELOP COMMUNITY HEALTH INITIATIVES THAT IMPACT LONG-TERM HEALTH ACROSS THE ENTIRE COMMUNITY. COVENANT WILL PROVIDE FINANCIAL SUPPORT TO TEXAS TECH UNIVERSITY CENTER FOR PREVENTION AND RESILIENCY TO FUND CBMI WHICH IS A LONGITUDINAL STUDY MEASURING THE EFFECTIVENESS OF A PREVENTION AND INTERVENTION PROGRAM THAT IMPACTS CHILDHOOD OBESITY. THOSE PERFORMING THE STUDY WILL PROVIDE THE CB COMMITTEE WITH QUARTERLY UPDATES ON STRATEGY AND MEASURES. FY 12 ACCOMPLISHMENTS: PROGRAM EXPANSION - INCREASED SCHOOLS RECEIVING CBMI CURRICULUM FROM SIX IN THE FALL OF 2011 TO TWENTY-ONE IN THE FALL OF 2012- OVER A 150% INCREASE IN SCHOOL PARTICIPATION. - FIVE SCHOOLS ARE UTILIZING THE SEMESTER COURSE FOR HIGH SCHOOL CREDIT. - COUNTIES IN WEST TEXAS RECEIVING CBMI CURRICULUM: LUBBOCK, TERRY, KING, LAMB, AND PARMER. ADDITIONAL COUNTIES IN TEXAS: TARRANT, DALLAS, AND HARRIS. - CURRICULUM EXPANDED FROM TEN WEEKS TO SIXTEEN WEEKS TO EXTEND THE LENGTH OF DIRECT STUDENT INTERVENTION. RESEARCH OUTCOMES - AMONG THE STUDENTS WHO BEGAN THE PROGRAM THREE YEARS AGO, THERE IS A 15% IMPROVEMENT IN BODY MASS INDEX - THE BECK DEPRESSION INVENTORY SHOWS THAT OUR STUDENTS ARE STAYING IN A HEALTHY EMOTIONAL RANGE - THE INSTRUMENTS SHOW AN INCREASE IN EMOTIONAL REACTIVITY, MEANING THAT STUDENTS ARE ABLE TO EXPRESS EMOTIONAL RESPONSES TO SITUATIONS COMMUNITY ACTIVITIES/FAMILY INVOLVEMENT - FIT4FUN KID'S TRIATHLON - JUNIOR LEAGUE HEALTHY KIDS CAMP - BROWNFIELD MIDDLE SCHOOL WELLNESS CAMP - LUBBOCK HIGH SCHOOL WELLNESS AND LEADERSHIP TRAINING CAMP - BUCKNER'S CHILDREN'S HOME WELLNESS CLASSES - LYON'S CHAPEL HEALTH AND WELLNESS FORUM CONFERENCE PRESENTATIONS - YOUTH DEVELOPMENT INITIATIVE CONFERENCE - FAMILY AND CONSUMER SCIENCES STATE TEACHER'S CONFERENCE - SOUTHERN OBESITY SUMMIT |
| INITIATIVE OR PROGRAM NAME: NURSING AND RADIOLOGY STUDENTS | KEY COMMUNITY PARTNERS: TEXAS TECH HEALTH SCIENCES CENTER (TTUHSC), SOUTH PLAINS COLLEGE, LUBBOCK CHRISTIAN UNIVERSITY TARGET POPULATION: PATIENTS IN THE HOSPITAL GOAL: TO ALLOW NURSING, RADIOLOGY, AND SURGICAL TECHNICIAN STUDENTS FROM COVENANT, SOUTH PLAINS COLLEGE, TTUHSC AND LUBBOCK CHRISTIAN UNIVERSITY TO FULFILL THEIR CLINICAL ROTATION HOURS UNDER THE SUPERVISION OF CHS NURSES, RADIOLOGY TECHNICIANS, AND SURGICAL TECHNICIANS. HOW WILL WE MEASURE SUCCESS?: NURSING AND RADIOLOGY STUDENTS WITH HANDS ON EXPERIENCE; AND THE KNOWLEDGE TO CREATE COMPETENT REGISTERED NURSED, RADIOLOGY TECHS AND SURGICAL TECHS. FY 12 ACCOMPLISHMENTS: THIS PROGRAM REPORTED $1,538,681 IN EXPENDITURES A DECREASE OF 17% FROM FY 2011. INITIATIVE OR PROGRAM NAME: ALLIED HEALTH STUDENTS TARGET POPULATION: PATIENTS IN THE HOSPITAL GOAL: TO ALLOW HEALTH STUDENTS IN THE FIELDS OF FOOD AND NUTRITION, OCCUPATIONAL THERAPY AND PHYSICAL THERAPY TO FULFILL THEIR CLINICAL ROTATION HOURS UNDER THE SUPERVISION OF CHS ALLIED HEALTH PROFESSIONALS. HOW WILL WE MEASURE SUCCESS?: INCREASED NUMBER OF HEALTHCARE PROFESSIONALS IN THE SOUTH PLAINS AREA; ALLIED HEALTH STUDENTS WITH HANDS-ON EXPERIENCE AND KNOWLEDGE TO CREATE COMPETENT HEALTHCARE PROFESSIONALS. FY 12 ACCOMPLISHMENTS: THIS PROGRAM REPORTED $386,014 IN EXPENDITURES AN INCREASE OF 9.1% FROM FY 2011. INITIATIVE OR PROGRAM NAME: KECC COMMUNITY RESOURCE CENTER TARGET POPULATION: ANY COMMUNITY MEMBERS OR HEALTHCARE PROFESSIONAL WHO RECEIVE HEALTH - RELATED EDUCATION GOAL: TO PROVIDE THE COMMUNITY AND SURROUNDING AREAS ACCESS TO HEALTH - RELATED EDUCATION RESOURCES AND TRAINING TO PROMOTE RECOVERY AND GOOD HEALTH. HOW WILL WE MEASURE SUCCESS?: BY BECOMING THE FIRST PLACE THAT THE COMMUNITY OF LUBBOCK AND SURROUNDING AREA TURNS TO FOR UP-TO-DATE INFORMATION ON HEALTH EDUCATION TO IMPROVE THE LIVES OF PATIENTS, THEIR FAMILIES, AND THE COMMUNITY. FY 12 ACCOMPLISHMENTS: THIS PROGRAM REPORTED $1,200,174 IN DONATED SPACE A SLIGHT DECREASE FROM FY 2011. INITIATIVE NAME: DEPRESSION REDUCTION INITIATIVE (COUNSELING CENTER MENTAL HEALTH PROGRAM) KEY COMMUNITY PARTNER(S): LUBBOCK IMPACT, CATHOLIC CHARITIES, COMMUNITY HEALTH CENTER OF LUBBOCK (CHCL), AND MHMR TARGET POPULATION: LOW INCOME PATIENTS WHO ARE IN NEED OF MENTAL HEALTH SERVICES THAT LIVE IN LUBBOCK COUNTY. OUTCOME GOAL: REDUCE DEPRESSION AMONG ADULT COVENANT COUNSELING CENTER (CCC) CLIENTS WITH PHQ - 9 SCORE OF 5 OR ABOVE SCOPE: NEW ADULT CLIENTS (18 YEARS OR OLDER), AND THOSE RETURNING WITH AT LEAST 1 YR BREAK IN SERVICES, WITH A PHQ-9 SCORE OF 5 OR ABOVE FOR THOSE IN TREATMENT. EXCEPTION: CCC CLIENTS DIAGNOSED WITH COMPLEX PSYCHIATRIC DISORDERS INCLUDING SCHIZOPHRENIA, SCHIZOAFFECTIVE DISORDER OR ONE OF THE BIPOLAR DISORDERS WILL NOT BE INCLUDED. OUTCOME GOAL MEASURE: AVERAGE CHANGE SCORE OF PHQ-9 BETWEEN INTAKE AND 12TH SESSION OR LATEST AVAILABLE SESSION BEFORE 12 WEEKS. FY 12 TARGET: 6.75 FY 12 RESULT: 7.4 FY 12 ACCOMPLISHMENTS: THROUGH THE IMPLEMENTATION OF STRATEGIES TO DECREASE THE # OF DAYS BETWEEN SCREENING AND INTAKE AND INCREASING THE % OF SESSIONS EACH QUARTER IN WHICH EVIDENCE BASED THERAPY MODALITIES WERE UTILIZED WE SURPASSED OUR TARGET OF A 6.75 CHANGE SCORE ON THE PHQ-9. STRATEGY 1: PROVIDE TIMELY INTAKE STRATEGY MEASURE 1: NUMBER OF DAYS BETWEEN TELEPHONE SCREENING OR FACE-TO-FACE SCREENING AND INTAKE FY 12 TARGET: 6.5 DAYS FY 12 RESULT: 6.1 DAYS FY 12 ACCOMPLISHMENTS: OUR TARGET WAS 6.5 DAYS BETWEEN SCREENING AND INTAKE AND WE ENDED THE YEAR AT 6.1 DAYS WHICH WAS .4 LESS THAN THE TARGET. THIS IS A POSITIVE OUTCOME. STRATEGY 2: ENGAGE CLIENTS IN AN APPROPRIATE NUMBER OF SESSIONS FOR BENEFICIAL TREATMENT (BEGIN IN FY 13) STRATEGY MEASURE 2: PERCENTAGE OF ALPHA PROJECT CLIENTS WHO ATTEND AT LEAST THREE (3) COUNSELING SESSIONS STRATEGY 3: ENGAGE CLIENTS IN A RANGE OF EVIDENCE BASED DEPRESSION TREATMENT MODALITIES INCLUDING: CBT, IPT, PST & DIALECTICAL THERAPY STRATEGY MEASURE 3: PERCENT OF SESSIONS EACH QUARTER IN WHICH EVIDENCE BASED THERAPY MODALITIES ARE UTILIZED FY 12 TARGET: 90% FY 12 RESULT: 90% FY 12 ACCOMPLISHMENTS: WE MET OUR TARGET OF 90% FOR FY12 COVENANT'S COMMUNITY HEALTH OUTREACH ORAL HEALTH PROVIDED DENTAL SERVICES TO 1,607 ADULT/ED PATIENTS AND 560 CHILDREN. PATIENT ENCOUNTERS TOTALED 2,705. THE COMMUNITY BENEFIT BOARD APPROVED $1.5 MILLION TO REMODEL THE CHILDREN'S DENTISTRY BUILDING TO ACCOMMODATE THE TRANSITION TO A FAMILY DENTISTRY PROGRAM. INITIATIVE NAME: ORAL HEALTH INITIATIVE (FAMILY DENTISTRY PROGRAM) KEY COMMUNITY PARTNER(S): CHCL, LARRY COMBEST CENTER, BOYS AND GIRLS CLUB, TTUHSC, LUBBOCK IMPACT, LUBBOCK CHILDREN'S HEALTH CLINIC, AND HEAD START TARGET POPULATION: LOW INCOME DENTAL PATIENTS AGES 6 AND OVER OUTCOME GOAL: IMPROVE THE ORAL HEALTH OF THE VULNERABLE POPULATIONS WITHIN THE COMMUNITIES WE SERVE SCOPE: CHO DENTAL PATIENTS AGES 6 AND OVER OUTCOME GOAL MEASURE: AVERAGE CHANGE SCORE ON ORAL HEALTH ASSESSMENT TOOL BETWEEN BEGINNING TREATMENT PLAN AND 6 MONTH EVALUATION FY 12 TARGET: 10.7 AVERAGE CHANGE SCORE ON DMFT ASSESSMENT FY 12 RESULT: 7 FY 12 ACCOMPLISHMENTS: IN FY12 WE COLLECTED BASELINE DATA AND SET OUR TARGETS. WE SET THE FY12 AT 10.7 HOWEVER WE SURPASSED THAT TARGET AT THE END OF THE YEAR BY ENDING AT 7. STRATEGY 1: PROVIDE TIMELY IN HOUSE EMERGENCY DENTAL SERVICES STRATEGY MEASURE 1: PERCENT OF PATIENTS WITH URGENT/EMERGENT DENTAL NEEDS TREATED IN THE CHO DENTAL PROGRAM WITHIN 10 DAYS OF INITIAL CONTACT. FY 12 TARGET: 63% FY 12 RESULT: 75% FY 12 ACCOMPLISHMENTS: IN FY12 WE WERE 12% ABOVE OUR TARGET. THIS IS A POSITIVE OUTCOME FOR THE DENTAL PROGRAM. STRATEGY 2: STRENGTHEN PATIENT'S KNOWLEDGE AND SKILLS ABOUT ORAL HYGIENE STRATEGY MEASURE 2: PERCENT OF PATIENTS WHO REPORT INCREASED KNOWLEDGE AND SKILLS IMPLEMENTATION HAS BEGUN; BASELINE IS CURRENTLY BEING ESTABLISHED. THE DIABETES EDUCATION SERVICES PARTNERED WITH CATHOLIC CHARITIES TO FURTHER EXTEND THIS PROGRAM'S OUTREACH TO THOSE WHO ARE NEED OF DIABETES EDUCATION AND SUPPORT. INITIATIVE NAME: DIABETES PREVENTION AND INTERVENTION PROGRAM KEY COMMUNITY PARTNER(S): THE LARRY COMBEST CENTER, LUTHERAN SOCIAL SERVICES, CATHOLIC CHARITIES, AND CHCL TARGET POPULATION: LOW INCOME PERSONS WITH DIABETES OUTCOME GOAL: EDUCATE ECONOMICALLY DISADVANTAGED PATIENTS WITH DIABETES TO HELP MANAGE THEIR DISEASE SCOPE: PATIENTS ENROLLED IN THE COVENANT COMMUNITY OUTREACH DIABETES EDUCATION PROGRAM OUTCOME GOAL MEASURE: AVERAGE CHANGE SCORE BETWEEN FIRST AND THIRD CLASS ON SELF EFFICACY ASSESSMENT TOOL FY12 TARGET: 34% FY12 RESULT: 37% FY12 ACCOMPLISHMENTS: IN FY12 WE COLLECTED BASELINE DATA AND MEASURED ONE QUARTER OF DATA. OUR GOAL WAS 34% AND WE ENDED AT 37% WHICH IS AN ACCOMPLISHMENT OF 3% ABOVE OUR GOAL. STRATEGY 1: ENGAGE PATIENTS IN GROUP INTERVENTIONS STRATEGY MEASURE 1: PERCENTAGE OF PATIENTS COMPLETING AT LEAST 3 DIABETES GROUP CLASSES FY 12 TARGET: 76% FY 12 RESULT: 78% FY 12 ACCOMPLISHMENTS: WE SURPASSED OUR TARGET BY 2% IN FY12. COLLABORATE WITH OTHER DEPARTMENTS WITHIN COVENANT AND OTHER FQHCS TO PROVIDE ASSISTANCE TO THE UNDERSERVED AND FINANCIALLY VULNERABLE POPULATIONS TO HELP REMOVE ACCESS TO CARE BARRIERS. INITIATIVE NAME: MEDICAL HOME MANAGEMENT (ACCESS TO CARE) KEY COMMUNITY PARTNER(S): LARRY COMBEST CENTER AND COMMUNITY HEALTH CENTER OF LUBBOCK TARGET POPULATION: MEDICALLY UNDERSERVED AND FINANCIALLY IN NEED INDIVIDUALS OUTCOME GOAL: PROVIDE ASSISTANCE TO UNDERSERVED AND FINANCIALLY VULNERABLE COMMUNITY MEMBERS IN ORDER TO HELP REMOVE ACCESS TO CARE BARRIERS SCOPE: UN-INSURED AND UNDER-INSURED COMMUNITY MEMBERS WHO UTILIZE THE EMERGENCY ROOM FOR NON-EMERGENT ISSUES AND WHO HAVE CHRONIC HEALTH CONDITIONS WHICH ARE NOT MANAGED ON AN OUT-PATIENT BASIS OUTCOME MEASURE: MEDICAL HOME ELEMENTS IMPLEMENTED COVENANT WILL PROVIDE FINANCIAL SUPPORT TO TEXAS TECH UNIVERSITY CENTER FOR PREVENTION AND RESILIENCY TO FUND CBMI WHICH IS A LONGITUDINAL STUDY MEASURING THE EFFECTIVENESS OF A PREVENTION AND INTERVENTION PROGRAM THAT IMPACTS CHILDHOOD OBESITY. THOSE PERFORMING THE STUDY WILL PROVIDE THE CB COMMITTEE WITH QUARTERLY UPDATES ON STRATEGY AND MEASURES. INITIATIVE NAME: COVENANT BODY MIND INITIATIVE (CBMI) KEY COMMUNITY PARTNER(S): TEXAS TECH UNIVERSITY CENTER FOR PREVENTION AND RESILIENCY, LUBBOCK INDEPENDENT SCHOOL DISTRICT, AND CHRIST THE KING CATHEDRAL SCHOOL TARGET POPULATION: MIDDLE AND HIGH SCHOOL STUDENTS IN LUBBOCK, TEXAS AND THE SURROUNDING AREA GOAL: SIGNIFICANT REDUCTION IN THE PREVALENCE OF CHILDHOOD OBESITY IN LUBBOCK COUNTY AND OVERALL IMPROVEMENT IN THE HEALTH AND WELLNESS OF PROJECT PARTICIPANTS WITHIN THE NEXT 10 YEARS. HOW WILL WE MEASURE SUCCESS?: BY ASSESSING A LONGITUDINAL STUDY MEASURING THE EFFECTIVENESS OF PREVENTION AND INTERVENTION PROGRAMS THAT IMPACTS CHILDHOOD OBESITY. | |
| FINANCIAL ASSISTANCE PROGRAM | WE BELIEVE THAT NO ONE SHOULD DELAY SEEKING NEEDED MEDICAL CARE BECAUSE THEY LACK HEALTH INSURANCE. THAT IS WHY COVENANT HEALTH, HAS A PATIENT FINANCIAL ASSISTANCE PROGRAM THAT PROVIDES FREE AND/OR DISCOUNTED SERVICES TO ELIGIBLE PATIENTS. FACTORS USED IN DETERMINING ELIGIBILITY FOR PATIENT FINANCIAL ASSISTANCE INCLUDE INCOME LEVEL, ASSET LEVEL, AND MEDICAL INDIGENCE. FOR MORE INFORMATION ABOUT COVENANT HEALTH, PLEASE VISIT WWW.COVENANTHEALTH.ORG. FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH SYSTEM, PLEASE VISIT WWW.STJHS.ORG. | |
| DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PART VI, LINE 6 | ST. JOSEPH HEALTH SYSTEM AND LUBBOCK METHODIST HOSPITAL SYSTEM ARE THE CORPORATE MEMBERS OF COVENANT HEALTH SYSTEM. |
| DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS | FORM 990, PART VI, LINE 7A | COVENANT HEALTH SYSTEM HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE COVENANT HEALTH SYSTEM BOARD. ALL TRUSTEE APPOINTMENTS THAT COME FROM THE COVENANT HEALTH SYSTEM BOARD AS NOMINATIONS MUST BE APPROVED BY THE ST. JOSEPH HEALTH SYSTEM, AS THE CORPORATE MEMBER, AND THE ST. JOSEPH HEALTH MINISTRY, AS THE ORGANIZATIONAL SPONSOR. THE ST. JOSEPH HEALTH SYSTEM MEMBER APPROVES 50% OF THE BOARD NOMINATIONS, PLUS THE VOTING CEO. THE LUBBOCK METHODIST HEALTH SYSTEM MEMBER APPROVES THE OTHER 50% OF BOARD NOMINATIONS. |
| DECISIONS REQUIRING APPROVAL | FORM 990, PART VI, LINE 7B | THE RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE APPROVAL BY THE ST. JOSEPH HEALTH SYSTEM MEMBER OF FINANCING, BUDGETS, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLAN, APPOINTMENT OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, JOINT VENTURES, PURPOSES, SALE OR DISPOSITION OF REAL PROPERTY, MERGER OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF TRUSTEES, ADOPTION OR AMENDMENT OF ARTICLES OR BYLAWS. |
| PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, LINE 11B | THE FORM 990 WAS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AS APPLICABLE. THE FORM 990 WAS THEN REVIEWED BY AN OFFICER OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING WAS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE APRIL 2013 MEETING. DURING THE FINANCE COMMITTEE MEETING, MANAGEMENT PRESENTED AND DISCUSSED CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. THE FINANCE COMMITTEE CHAIR THEN PROVIDED A SUMMARY AT THE FULL BOARD MEETING. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, LINE 12C | OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ON THE CONFLICT OF INTEREST DISCLOSURE FORM THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICTS OF INTEREST HE/SHE MAY HAVE. ADDITIONALLY, DISCLOSURES SHALL BE MADE PROMPTLY ANY TIME AN ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION, OR ARRANGEMENT THAT IS THE SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, SUCH CONFLICT IS DISCLOSED TO THE CONFLICTS & COMPENSATION COMMITTEE. IF THE CONFLICT INVOLVES A MEMBER OF THAT COMMITTEE, THE REMAINING COMMITTEE MEMBERS REVIEW THE MATTER AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. THE OFFICER, TRUSTEE, OR KEY EMPLOYEE MAY NOT BE PRESENT DURING ANY MEETING IN WHICH THE COMMITTEE CONDUCTS ITS EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER, IN CONSULTATION WITH SJHS GENERAL COUNSEL, WILL REVIEW THE COMMITTEE FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES, AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE. |
| PROCESS USED TO DETERMINE COMPENSATION | FORM 990, PART VI, LINES 15A AND 15B | THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. THE EXECUTIVE COMPENSATION PROCESS AT ST. JOSEPH HEALTH SYSTEM IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES OF SJHS. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS THE RETENTION OF KEY MANAGEMENT TALENT. THE SJHS EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. SJHS PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO FULFILL THEIR RESPONSIBILITY, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE WORKLIFE COMMITTEE IS COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD. THEY MEET AT LEAST 3 TIMES A YEAR AND MAKE ALL CRITICAL DECISIONS IN EXECUTIVE SESSION. THESE DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER IN JUNE 2012. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE. AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO THE FORM 990. |
| HOURS DEVOTED TO RELATED ORGANIZATIONS | FORM 990, PART VII | CERTAIN EXECUTIVES AND BOARD MEMBERS OF THIS ORGANIZATION ALSO DEVOTED TIME TO OTHER ENTITIES RELATED TO THE FILING ORGANIZATION. THE HOURS DEVOTED TO THE RELATED ORGANIZATIONS ARE NOT GENERALLY TRACKED BY ENTITY. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | NONOPERATING UNREALIZED LOSSES $ (9,996,857) NET CHANGE IN EQUITY TRANSFER $ (2,906,921) ------------ TOTAL $(12,903,778) ============ |
| OVERSIGHT OR SELECTION PROCESS | FORM 990, PART XII, LINE 2C | THE ST. JOSEPH HEALTH SYSTEM BOARD APPROVED THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| CHS HOLDING GP LLC | |||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 205477307 | HEALTHCARE | TX | 0 | 0 | CHS |
| COVENANT LTC-GP LLC | |||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 205477333 | HEALTHCARE | TX | 0 | 0 | CHS |
| CHS HOLDING LP | |||||||||
| 4000 24TH ST LUBBOCK | LUBBOCK | TX | 79410 | 205477251 | HEALTHCARE | TX | 0 | 0 | CHS |
Form990 Schedule R Part II Form990ScheduleRPartII (30 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| COVENANT HEALTH PARTNERS | ||||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 611573313 | HEALTHCARE | TX | 501(C)(3) | 11, I | CHS | true |
| COVENANT HEALTH SYSTEM FOUNDATION | ||||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 752897026 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS | true |
| COVENANT MEDICAL GROUP | ||||||||||
| 3420 22ND PLACE | LUBBOCK | TX | 79410 | 752743883 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | true |
| HOME CARE PARTNERS | ||||||||||
| 1165 MONTGOMERY DR | SANTA ROSA | CA | 95405 | 680318656 | INACTIVE | CA | 501(C)(3) | 3 | SRMH | true |
| HOSPICE OF LUBBOCK | ||||||||||
| 1102 SLIDE ROAD | LUBBOCK | TX | 79414 | 752133781 | HEALTHCARE | TX | 501(C)(3) | 9 | CHS | true |
| LUBBOCK METHODIST HOSPITAL FOUNDATION | ||||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752220963 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS | true |
| METHODIST CHILDREN'S HOSPITAL | ||||||||||
| 3610 21ST STREET | LUBBOCK | TX | 79410 | 752428911 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | true |
| METHODIST HOSPITAL LEVELLAND | ||||||||||
| 1900 COLLEGE AVENUE | LEVELLAND | TX | 79336 | 752246348 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | true |
| METHODIST HOSPITAL PLAINVIEW | ||||||||||
| 2601 DIMMITT ROAD | PLAINVIEW | TX | 79072 | 752426010 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | true |
| MISSION HOSPITAL REG MED CTR FDN | ||||||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | 330406118 | HEALTHCARE | CA | 501(C)(3) | 7 | MHRMC | true |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | ||||||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | 951643360 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| QUEEN OF THE VALLEY MEDICAL CENTER | ||||||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | 941243669 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| REDWOOD MEMORIAL FOUNDATION | ||||||||||
| 3300 RENNER DRIVE | FORTUNA | CA | 95540 | 942779313 | FOUNDATION | CA | 501(C)(3) | 7 | RMH | true |
| REDWOOD MEMORIAL HOSPITAL | ||||||||||
| 3300 RENNER DRIVE | FORTUNA | CA | 95540 | 941384665 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| SANTA ROSA MEMORIAL HOSPITAL | ||||||||||
| 1165 MONTGOMERY DRIVE | SANTA ROSA | CA | 95405 | 941231005 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| SISTERS OF ST JOSEPH OF ORANGE | ||||||||||
| 480 S BATAVIA | ORANGE | CA | 92868 | 951643383 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | NA | false |
| SRM ALLIANCE HOSPITAL SERVICES | ||||||||||
| 400 NORTH MCDOWELL BLVD | PETALUMA | CA | 94954 | 680395200 | HEALTHCARE | CA | 501(C)(3) | 3 | SRMH | true |
| ST JOSEPH HEALTH FDN OF N CALIFORNIA | ||||||||||
| PO BOX 552 | SANTA ROSA | CA | 95405 | 680338070 | INACTIVE | CA | 501(C)(3) | 11, I | SRMH | true |
| ST JOSEPH HEALTH MINISTRY | ||||||||||
| 3345 MICHELSON DR STE 100 | IRVINE | CA | 92612 | 271666576 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | SSJO | false |
| ST JOSEPH HEALTH SYSTEM | ||||||||||
| 3345 MICHELSON DR STE 100 | IRVINE | CA | 92612 | 953589356 | HEALTHCARE | CA | 501(C)(3) | 11, I | SJHM | false |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | ||||||||||
| 3345 MICHELSON DR STE 100 | IRVINE | CA | 92612 | 330143024 | HEALTHCARE | CA | 501(C)(3) | 7 | SJHS | true |
| ST JOSEPH HOME CARE NETWORK | ||||||||||
| 170 PROFESSIONAL CENTER DR B | ROHNERT PARK | CA | 94928 | 680331084 | HEALTHCARE | CA | 501(C)(3) | 9 | SJHS | true |
| ST JOSEPH HOSPITAL OF EUREKA | ||||||||||
| 2700 DOLBEER STREET | EUREKA | CA | 95501 | 941156596 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| ST JOSEPH HOSPITAL OF ORANGE | ||||||||||
| 1100 WEST STEWART DRIVE | ORANGE | CA | 92868 | 951643359 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| ST JUDE HOSPITAL YORBA LINDA | ||||||||||
| 279 E IMPERIAL HWY 750 | FULLERTON | CA | 92835 | 330185031 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| ST JUDE HOSPITAL INC | ||||||||||
| 101 EAST VALENCIA MESA DRIVE | FULLERTON | CA | 92835 | 951643325 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| ST JUDE MEMORIAL FOUNDATION | ||||||||||
| 1440 N HARBOR BLVD 200 | FULLERTON | CA | 92835 | 953607229 | HEALTHCARE | CA | 501(C)(3) | 11, I | SJMC | true |
| ST MARY MEDICAL CENTER | ||||||||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | 951914489 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| ST MARY OF THE PLAINS HOSPITAL FDN | ||||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 751653181 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS | true |
| TALLER SAN JOSE | ||||||||||
| 801 NORTH BROADWAY | SANTA ANA | CA | 92701 | 593816355 | WORKFORCE DEV | CA | 501(C)(3) | 2 | SSJO | true |
Form990 Schedule R Part III Form990ScheduleRPartIII (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH HLTH SYS HOME HLTH AGENCY | |||||||||
| 1845 W ORANGEWOOD AVENUE STE 200 | ORANGE | CA | 928682012 | 330282945 | HOME HEALTH | CA | NA | N/A | 0.00000 |
| ST JOSEPH HLTH SYS HOME CARE SVCS | |||||||||
| 1845 W ORANGEWOOD AVE STE 100 | ORANGE | CA | 928682012 | 330307672 | HOME HEALTH | CA | NA | N/A | 0.00000 |
| METHODIST DIAGNOSTIC IMAGING | |||||||||
| 4005 24TH STREET | LUBBOCK | TX | 79410 | 752343261 | HEALTHCARE SVCS | TX | NA | N/A | 0.00000 |
| SHA LLC | |||||||||
| 12940 NORTH HIGHWAY 183 | AUSTIN | TX | 78750 | 752569094 | HEALTHCARE SVCS | TX | NA | N/A | 0.00000 |
| LUBBOCK SURGERY CENTER LTD | |||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 752177401 | HEALTHCARE SVCS | TX | NA | N/A | 0.00000 |
| COVENANT LONG-TERM CARE LP | |||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 205033419 | HEALTHCARE SVCS | TX | NA | N/A | 0.00000 |
| HERITAGE INVESTMENT GROUP | |||||||||
| 3345 MICHELSON DR STE 100 | IRVINE | CA | 92612 | 271000061 | INVESTMENT | CA | NA | N/A | 0.00000 |
| MISSION AMBULATORY SURGICENTER LTD | |||||||||
| 26730 CROWN VALLEY PKWY 1 ST FL | MISSION VIEJO | CA | 92691 | 330355575 | HEALTHCARE SVCS | CA | NA | N/A | 0.00000 |
| COMPREHENSIVE IMAGING PARTNERS OF OCLLC | |||||||||
| 1 CITY BOULEVARD WEST 1110 | ORANGE | CA | 92868 | 264591502 | HEALTHCARE SVCS | CA | NA | N/A | 0.00000 |
| ST JOSEPH PHYSICIAN VENTURES I LLC | |||||||||
| 1100 WEST STEWART DRIVE | ORANGE | CA | 92868 | 454521884 | REAL ESTATE | CA | NA | N/A | 0.00000 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH PROF SVCS ENTERPRISES INC | ||||||||||||
| 3345 MICHELSON DR STE 100 | IRVINE | CA | 92612 | 330155323 | HEALTHCARE SVCS | CA | NA | C CORP | 0.00000 | |||
| AMERICAN UNITY GROUP LTD | ||||||||||||
| 500 S MAIN STREET SUITE 700 | ORANGE | CA | 92868 | CAPTIVE INSURANCE | NA | C-CORP | 0.00000 | BD | ||||
| ALLIANCE PHYSICIAN SERVICES | ||||||||||||
| INACTIVE | CA | NA | C-CORP | 0.00000 | ||||||||
| MISSION VIEJO MEDICAL VENTURES | ||||||||||||
| 27800 MEDICAL CENTER RD 354 | MISSION VIEJO | CA | 92691 | 330212905 | HEALTHCARE SVCS | TX | NA | C CORP | 0.00000 | |||
| MISSION MEDICAL CENTER ASSOCIATION | ||||||||||||
| 27800 MEDICAL CENTER RD 354 | MISSION VIEJO | CA | 92691 | 330201044 | HEALTHCARE SVCS | CA | NA | C CORP | 0.00000 | |||
| ST JOSEPH YORBA PARK | ||||||||||||
| INACTIVE | CA | NA | C CORP | 0.00000 | ||||||||
| LUBBOCK METHODIST HOSPITAL SVCS | ||||||||||||
| PO BOX 1201 | LUBBOCK | TX | 79410 | 752118585 | HEALTHCARE SVCS | TX | CHS | C CORP | 1.00000 | 3678666 | 44599875 | |
| LUBBOCK METHODIST HOSP PRACTICE MGMT | ||||||||||||
| 2107 OXFORD STREET SUITE 300 | LUBBOCK | TX | 79410 | 752578995 | INACTIVE | TX | CHS | C CORP | 1.00000 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (28 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| AMERICAN UNITY GROUP LTD | ||
| Q | 1285843 | ACCRUAL |
| COVENANT HEALTH PARTNERS | ||
| L | 1720765 | ACCRUAL |
| COVENANT HEALTH PARTNERS | ||
| N | 203466 | ACCRUAL |
| COVENANT HEALTH PARTNERS | ||
| O | 192950 | ACCRUAL |
| COVENANT HEALTH PARTNERS | ||
| Q | 378792 | ACCRUAL |
| COVENANT HEALTH PARTNERS | ||
| R | 267118 | ACCRUAL |
| COVENANT HEALTH SYSTEM FOUNDATION | ||
| C | 1954116 | ACCRUAL |
| COVENANT HEALTH SYSTEM FOUNDATION | ||
| N | 93331 | ACCRUAL |
| COVENANT HEALTH SYSTEM FOUNDATION | ||
| Q | 1083510 | ACCRUAL |
| COVENANT HEALTH SYSTEM FOUNDATION | ||
| R | 934939 | ACCRUAL |
| COVENANT MEDICAL GROUP | ||
| J | 4691926 | ACCRUAL |
| COVENANT MEDICAL GROUP | ||
| L | 11264399 | ACCRUAL |
| COVENANT MEDICAL GROUP | ||
| N | 496061 | ACCRUAL |
| COVENANT MEDICAL GROUP | ||
| Q | 16971453 | ACCRUAL |
| COVENANT MEDICAL GROUP | ||
| R | 51939671 | ACCRUAL |
| HOSPICE OF LUBBOCK | ||
| N | 223725 | ACCRUAL |
| HOSPICE OF LUBBOCK | ||
| Q | 1798123 | ACCRUAL |
| HOSPICE OF LUBBOCK | ||
| R | 1617111 | ACCRUAL |
| METHODIST CHILDREN'S HOSPITAL | ||
| N | 692083 | ACCRUAL |
| METHODIST CHILDREN'S HOSPITAL | ||
| Q | 63012352 | ACCRUAL |
| METHODIST CHILDREN'S HOSPITAL | ||
| R | 50545788 | ACCRUAL |
| METHODIST HOSPITAL LEVELLAND | ||
| Q | 5656209 | ACCRUAL |
| METHODIST HOSPITAL LEVELLAND | ||
| R | 5313893 | ACCRUAL |
| METHODIST HOSPITAL PLAINVIEW | ||
| N | 55433 | ACCRUAL |
| METHODIST HOSPITAL PLAINVIEW | ||
| Q | 10499246 | ACCRUAL |
| METHODIST HOSPITAL PLAINVIEW | ||
| R | 9161799 | ACCRUAL |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | ||
| B | 3688900 | ACCRUAL |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | ||
| C | 1917503 | ACCRUAL |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP | Identifier |
| Return Reference | SCHEDULE R, PART III | ReturnReference |
| Explanation | ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY EIN: 33-0282945 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 200 ORANGE, CA 92868-2012 ST. JOSEPH HEALTH SYSTEM HOME CARE SERVICES EIN: 33-0307672 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 100 ORANGE, CA 92868-2012 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET LUBBOCK, TX 79410 SHA, LLC EIN: 75-2569094 ADDRESS: 12940 NORTH HIGHWAY 183 AUSTIN, TX 78750 LUBBOCK SURGERY CENTER, LTD. EIN: 75-2177401 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 3345 MICHELSON DR, STE 100 IRVINE, CA 92612 MISSION AMBULATORY SURGICENTER, LTD EIN: 33-0355575 ADDRESS: 27800 MEDICAL CENTER ROAD, STE. 362 MISSION VIEJO, CA 92691 COMPREHENSIVE IMAGING PARTNERS OF ORANGE COUNTY, LLC EIN: 26-4591502 ADDRESS: ONE CITY BOULEVARD WEST, SUITE 1100 ORANGE, CA 92868 ST. JOSEPH PHYSICIAN VENTURES I, LLC EIN: 45-4521884 ADDRESS: 1100 WEST STEWART DRIVE ORANGE, CA 92868 | Explanation |