SCOTTSDALE HEALTHCARE CORP: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SCOTTSDALE HEALTHCARE CORP (EIN 94-2735850)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-13
- IRS object ID
- 201322259349301322
- 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 J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-13T11:52:53-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | 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 | TWO NORTH CENTRAL AVENUE STE 2300 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942735850 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTTSDALE HEALTHCARE CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % TODD LAPORTE | InCareOfName |
| Name Control | SCOT | NameControl |
| Phone | 4808824000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7400 EAST OSBORN ROAD | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85251 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TODD LAPORTE | Name |
| Title | CFO | Title |
| Date Signed | 2013-08-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6023223000 | 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 | THOMAS J SADVARY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7400 E OSBORN ROAD | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 137824603 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SHC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7540 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | -16774 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 656903 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 487094 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 54060627 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 62721295 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 12407697 | InvestmentIncomePriorYear |
| Investment Income Current Year | 45601184 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 67125227 | TotalRevenuePriorYear |
| Total Revenue Current Year | 108809573 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 31948339 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 32834362 | 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 | 26355974 | OtherExpensePriorYear |
| Other Expenses Current Year | 35061561 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 58304313 | TotalExpensesPriorYear |
| Total Expenses Current Year | 67895923 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 8820914 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 40913650 | RevenuesLessExpensesCY |
| Total Assets BOY | 525033476 | TotalAssetsBOY |
| Total Assets EOY | 633736658 | TotalAssetsEOY |
| Total Liabilities BOY | 481690946 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 522446081 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 43342530 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 111290577 | 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 | 41036927 | Expense |
| Grants | 0 | Grants |
| Revenue | 62721295 | Revenue |
| Description | PROVIDE OVERALL PLANNING AND DIRECTION TO ALL AFFILIATED EXEMPT ORGANIZATIONS, COORDINATE GROWTH AND DEVELOPMENT, SECURE FINANCING, AND IDENTIFY NEW OR EXPANDED HEALTH SERVICE NEEDS. FURTHERING, PROMOTING, AND SUPPORTING COMMUNITY HEALTH THROUGH THE OPERATION AND CONDUCT OF LONG RANGE HEALTH CARE PLANNING AND FUNDRAISING FOR COMMUNITY HEALTHCARE (SECTION 501(C)(3)) ORGANIZATIONS. | Description |
| Total Program Service Expense | 41036927 | 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 | false | 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 | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| 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 | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1121 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 7540 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| 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 |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | 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 | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | 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 | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TODD LAPORTE | NamePerson |
| Telephone Number | 4808826186 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8125 N HAYDEN RD | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85258 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (48 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 |
|---|---|---|---|---|---|---|---|---|---|
| DREW BROWN | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| RICHARD FOX | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| KARRIE FRANCOIS | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| BRAD GAZAWAY | |||||||||
| DIRECTOR/VICE CHAIRMAN | 1.0 | X | 0 | 0 | 0 | X | |||
| RUFUS GLASPER | |||||||||
| DIRECTOR/TREASURER | 1.0 | X | 0 | 0 | 0 | X | |||
| JOHN B GROTTING | |||||||||
| DIRECTOR/SECRETARY | 1.0 | X | 0 | 0 | 0 | X | |||
| RONALD KORN | |||||||||
| DIRECTOR (THRU 5/1/12) | 1.0 | X | 0 | 0 | 0 | ||||
| JOHN D MUSIL | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| BRAD OSWOOD | |||||||||
| DIRECTOR/PRES OSBORN MED STAFF | 1.0 | X | 85789 | 0 | 0 | ||||
| KATHLEEN PLAYER | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| MARILYN QUAYLE | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| THOMAS J SADVARY | |||||||||
| DIRECTOR/PRES & CEO | 39.0 | X | 5785542 | 0 | 267334 | X | |||
| PAUL W SIECKMANN | |||||||||
| DIRECTOR/PRES SHEA MED STAFF | 1.0 | X | 41025 | 0 | 0 | ||||
| RICHARD SILVERMAN | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| DENNIS STIZZA | |||||||||
| DIRECTOR/PRES TP MED STAFF | 1.0 | X | 60000 | 0 | 0 | ||||
| MIKE WELBORN | |||||||||
| DIRECTOR/IMMEDIATE PAST CHAIR | 1.0 | X | 0 | 0 | 0 | X | |||
| STEVEN M WHEELER | |||||||||
| DIRECTOR/CHAIRMAN | 1.0 | X | 0 | 0 | 0 | X | |||
| F KEITH WITHYCOMBE | |||||||||
| DIRECTOR | 1.0 | X | 0 | 534 | 0 | ||||
| GARY E BAKER | |||||||||
| SR VICE PRESIDENT | 13.0 | 391649 | 0 | 134796 | X | ||||
| DAVID A BARBER | |||||||||
| VICE PRESIDENT | 40.0 | 310261 | 0 | 78815 | X | ||||
| JAMES F BURKE | |||||||||
| SR VICE PRESIDENT | 39.0 | 425223 | 0 | 197304 | X | ||||
| JAMES R CRAMER | |||||||||
| VICE PRESIDENT | 40.0 | 311871 | 0 | 129090 | X | ||||
| MICHAEL R FOLEY | |||||||||
| VICE PRESIDENT | 40.0 | 439808 | 0 | 114257 | X | ||||
| ALAN B KELLY | |||||||||
| SR VICE PRESIDENT | 35.0 | 933956 | 0 | 101429 | X | ||||
| TODD A LAPORTE | |||||||||
| SR VICE PRESIDENT | 35.0 | 465241 | 0 | 165674 | X | ||||
| WENDY H LYONS | |||||||||
| VICE PRESIDENT | 40.0 | 1982571 | 0 | 145486 | X | ||||
| CAROL H MCCUNE | |||||||||
| SR VICE PRESIDENT | 39.0 | 2275349 | 0 | 120087 | X | ||||
| VIKKI L NOYES | |||||||||
| VICE PRESIDENT | 8.0 | 252843 | 0 | 66060 | X | ||||
| KIMBERLY A POST | |||||||||
| VICE PRESIDENT | 7.0 | 280659 | 0 | 95112 | X | ||||
| PEGGY J REILEY | |||||||||
| SR VICE PRESIDENT | 15.0 | 853378 | 0 | 49441 | X | ||||
| RICHARD C SILVER | |||||||||
| VICE PRESIDENT | 20.0 | 326841 | 0 | 17292 | X | ||||
| MARK A SLATER | |||||||||
| VICE PRESIDENT | 0.0 | 279194 | 0 | 86536 | X | ||||
| BRIAN D STEINES | |||||||||
| VICE PRESIDENT | 40.0 | 267075 | 0 | 58155 | X | ||||
| DEAN C THOMAS | |||||||||
| VICE PRESIDENT | 0.0 | 280013 | 0 | 77995 | X | ||||
| LOIS E UNIAT | |||||||||
| VICE PRESIDENT | 20.0 | 266294 | 0 | 11741 | X | ||||
| KATHI L ZARUBI | |||||||||
| VICE PRESIDENT | 0.0 | 258586 | 0 | 14071 | X | ||||
| CHERALYN T BEAUDRY | |||||||||
| ASSOCIATE VICE PRESIDENT | 40.0 | 217681 | 0 | 8882 | X | ||||
| BELLE A BUTLER | |||||||||
| DIR-PATIENT ACCOUNTING | 40.0 | 206127 | 0 | 9256 | X | ||||
| MICHAEL H HILDEBRANDT | |||||||||
| ASSOCIATE VICE PRESIDENT | 40.0 | 216128 | 0 | 10604 | X | ||||
| SUSAN LIVENGOOD | |||||||||
| ASSOCIATE VICE PRESIDENT | 40.0 | 214743 | 0 | 12752 | X | ||||
| PEGGY P MOREHOUSE | |||||||||
| DIR, HEART & VASCULAR SVC | 40.0 | 152597 | 0 | 11633 | X | ||||
| BETTY A STEPHENSON | |||||||||
| DIR-HOSPITALITY SVC (CSD) | 40.0 | 160414 | 0 | 10321 | X | ||||
| CYNTHIA L KEGOWICZ | |||||||||
| DIR-FM RESIDENCY PROG | 40.0 | 222320 | 0 | 13495 | X | ||||
| MARVIN M BELL | |||||||||
| ASSOCIATE DIRECTOR | 40.0 | 236847 | 0 | 13706 | X | ||||
| KRISTIE A DEYERLE | |||||||||
| ASSOC GENERAL COUNSEL | 40.0 | 230547 | 0 | 9714 | X | ||||
| ROBERT A MARLOW | |||||||||
| ASSOCIATE DIRECTOR | 40.0 | 242429 | 0 | 12349 | X | ||||
| DARLENE E MOYER | |||||||||
| ASSOCIATE DIRECTOR | 40.0 | 227860 | 0 | 9252 | X | ||||
| JEAN KNOEDLER | |||||||||
| FORMER VP (THRU 6/2011) | 0.0 | 554161 | 0 | 12666 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 19455022 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 534 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2065305 | TotalOtherCompensation |
| Number Individuals GT100 K | 63 | 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 |
|---|---|---|---|---|---|
| KIM FLAGG DBA THREE FLAGGS MEDIA | |||||
| 701 E FAIRWAY DR | LITCHFIELD PARK | AZ | 85340 | MARKETING MEDIA | 2195953 |
| RSI ENTERPRISES INC | |||||
| PO BOX 16190 | PHOENIX | AZ | 85011 | COLLECTIONS | 1880955 |
| DNH MEDICAL MANAGEMENT INC | |||||
| 100 N SUPELVEDA BLVD STE 600 | EL SEGUNDO | CA | 92045 | CONSULTANTS | 1379929 |
| DELOITTE TOUCHE LLP | |||||
| PO BOX 7247-6447 | PHILADELPHIA | PA | 19170 | ACCOUNTANTS | 1117511 |
| ADVANCED REIMBURSEMENT MANAGEMENT L | |||||
| 201 N CENTRAL AVE STE 2704 | PHOENIX | AZ | 85004 | COLLECTIONS | 1025105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 35 | NumberOfContractorsGT100K |
| Related Organizations | 487094 | RelatedOrganizations |
| Total Contributions | 487094 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTRACT MGMT FEE/UNDERWRITING | 900099 | 62096696 | 62096696 |
| MISC HEALTHCARE REVENUE | 900099 | 451607 | 451607 |
| FLOW THROUGH FROM SHC ASC, LLC | 621990 | 172992 | 172992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 62721295 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12078744 | TotalRevenueColumn |
| Unrelated Business Revenue | -16774 | UnrelatedBusinessRevenue |
| Exclusion | $12,095,518 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 611470 | TotalRevenueColumn |
| Exclusion | $611,470 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 61926000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 29015030 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 32910970 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32910970 | TotalRevenueColumn |
| Exclusion | $32,910,970 | ExclusionAmount |
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 | 108809573 | TotalRevenueColumn |
| Related Or Exempt Function Income | 62721295 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -16774 | UnrelatedBusinessRevenue |
| Exclusion | $45,617,958 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 11692478 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 11692478 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15390716 | Total |
| Program Services | 11850851 | ProgramServices |
| Management And General | 3539865 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 690433 | Total |
| Program Services | 531633 | ProgramServices |
| Management And General | 158800 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3241330 | Total |
| Program Services | 2495824 | ProgramServices |
| Management And General | 745506 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1819405 | Total |
| Program Services | 1400942 | ProgramServices |
| Management And General | 418463 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 619842 | Total |
| Program Services | 477278 | ProgramServices |
| Management And General | 142564 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 664337 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 664337 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 8952548 | Total |
| Program Services | 6893462 | ProgramServices |
| Management And General | 2059086 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1194308 | Total |
| Program Services | 919617 | ProgramServices |
| Management And General | 274691 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 564370 | Total |
| Program Services | 434565 | ProgramServices |
| Management And General | 129805 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 810347 | Total |
| Program Services | 623967 | ProgramServices |
| Management And General | 186380 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1350062 | Total |
| Program Services | 1039548 | ProgramServices |
| Management And General | 310514 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115609 | Total |
| Program Services | 89019 | ProgramServices |
| Management And General | 26590 | 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 | 188468 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 188468 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 650093 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 650093 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1405835 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 1405835 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 511665 | Total |
| Program Services | 393982 | ProgramServices |
| Management And General | 117683 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| INTERCOMPANY EXPENSES | 3681513 | 2834765 | 846748 |
| PREMIUMS | 12498333 | 9623716 | 2874617 |
| RECRUITMENT | 605288 | 466072 | 139216 |
| DUES AND SUBSCRIPTIONS | 583422 | 449235 | 134187 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 665521 | Total |
| Program Services | 512451 | ProgramServices |
| Management And General | 153070 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67895923 | Total |
| Program Services | 41036927 | ProgramServices |
| Management And General | 26858996 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5488052 | BOY |
| EOY | 10078326 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 248329410 | BOY |
| EOY | 314648622 | 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 | 0 | BOY |
| EOY | 0 | 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 | 932458 | BOY |
| EOY | 588214 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215263 | BOY |
| EOY | 432614 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7422010 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4589133 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3780787 | BOY |
| EOY | 2832877 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14041581 | BOY |
| EOY | 15232265 | 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 | 252245925 | BOY |
| EOY | 289923740 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 525033476 | BOY |
| EOY | 633736658 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34479120 | BOY |
| EOY | 46160186 | 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 | 365839795 | BOY |
| EOY | 372894139 | 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 | 422628 | BOY |
| EOY | 422628 | 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 | 80949403 | BOY |
| EOY | 102969128 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 481690946 | BOY |
| EOY | 522446081 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43342530 | BOY |
| EOY | 111290577 | 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 | 43342530 | BOY |
| EOY | 111290577 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 525033476 | BOY |
| EOY | 633736658 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 40913650 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 27034397 | ReconcilationOtherChanges |
| 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) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTTSDALE HEALTHCARE HOSPITALS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860181654 | EIN |
| Type Of Organization | 03 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $41,036,927 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 41036927 | SumOfAmounts |
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 | true | 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 | $199,151 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 199151 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, PART II-B | ReturnReference |
| Explanation | LOBBYING EXPENDITURES CONSIST OF THE ACTIVITIES OF THE CORPORATION'S GOVERNMENT RELATIONS DEPARTMENT TO ADVANCE AND SUPPORT LEGISLATION FOR THE BENEFIT OF HEALTHCARE. | 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 | 52776 | OtherCostOrOtherBasis |
| Book Value | 52776 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2223165 | OtherCostOrOtherBasis |
| Depreciation | 1175578 | Depreciation |
| Book Value | 1047586 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 716013 | OtherCostOrOtherBasis |
| Depreciation | 696839 | Depreciation |
| Book Value | 19174 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4050798 | OtherCostOrOtherBasis |
| Depreciation | 2337457 | Depreciation |
| Book Value | 1713341 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 379258 | OtherCostOrOtherBasis |
| Depreciation | 379258 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2832877 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (9 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CASH RESERVED FOR FUNDED DEPR | 142868533 |
| DUE FROM AFFILIATES | 64221724 |
| TRUSTEE FUNDS | 25430239 |
| BOND ISSUE COSTS | 17729635 |
| INSURANCE RECOVERIES | 15854483 |
| CASH VALUE LIFE INSURANCE | 10692429 |
| RABBI TRUST RETIREMENT PLAN | 9396052 |
| OTHER RECEIVABLES | 3677751 |
| OTHER MISCELLANEOUS | 52894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 289923740 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INSURANCE RESERVE | $35,442,070 |
| HEDGE RATE SWAP AND MARK TO MARKET | $32,447,083 |
| SERP-EXEC RETIREMENT PLAN | $21,355,956 |
| EXEC DEFERRED COMPENSATION | $9,691,461 |
| PHYSICIAN GUARANTEE | $2,098,764 |
| ACCRUED INTEREST | $432,361 |
| MISC LIABILITY | $1,501,433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 102969128 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | UNCERTAIN TAX POSITIONS | Identifier |
| Return Reference | SCHEDULE D, PART X, LINE 2 | ReturnReference |
| Explanation | NO UNCERTAIN TAX POSITIONS HAVE BEEN IDENTIFIED AS OF SEPTEMBER 30, 2012. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Total Expenditures | 49468063 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 49468063 | SubtotalAmountSpent |
| Total Amount Spent | 49468063 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| 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 | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (31 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS J SADVARY | |||||||||||||
| 633196 | 0 | 274083 | 0 | 4878263 | 0 | 257970 | 0 | 9364 | 0 | 6052876 | 0 | 4847418 | 0 |
| GARY E BAKER | |||||||||||||
| 287189 | 0 | 84140 | 0 | 20320 | 0 | 125928 | 0 | 8868 | 0 | 526445 | 0 | 0 | 0 |
| DAVID A BARBER | |||||||||||||
| 234607 | 0 | 56014 | 0 | 19640 | 0 | 68885 | 0 | 9930 | 0 | 389076 | 0 | 0 | 0 |
| JAMES F BURKE | |||||||||||||
| 293896 | 0 | 109215 | 0 | 22112 | 0 | 188755 | 0 | 8549 | 0 | 622527 | 0 | 0 | 0 |
| JAMES R CRAMER | |||||||||||||
| 233311 | 0 | 55052 | 0 | 23508 | 0 | 123682 | 0 | 5408 | 0 | 440961 | 0 | 0 | 0 |
| MICHAEL R FOLEY | |||||||||||||
| 339424 | 0 | 79059 | 0 | 21325 | 0 | 105937 | 0 | 8320 | 0 | 554065 | 0 | 0 | 0 |
| ALAN B KELLY | |||||||||||||
| 273980 | 0 | 79054 | 0 | 580922 | 0 | 95326 | 0 | 6103 | 0 | 1035385 | 0 | 575199 | 0 |
| TODD A LAPORTE | |||||||||||||
| 342665 | 0 | 102246 | 0 | 20330 | 0 | 154519 | 0 | 11155 | 0 | 630915 | 0 | 0 | 0 |
| WENDY H LYONS | |||||||||||||
| 199509 | 0 | 48461 | 0 | 1734601 | 0 | 138618 | 0 | 6868 | 0 | 2128057 | 0 | 1714106 | 0 |
| CAROL H MCCUNE | |||||||||||||
| 242873 | 0 | 57021 | 0 | 1975455 | 0 | 109650 | 0 | 10437 | 0 | 2395436 | 0 | 1970831 | 0 |
| VIKKI L NOYES | |||||||||||||
| 205256 | 0 | 44791 | 0 | 2796 | 0 | 60908 | 0 | 5152 | 0 | 318903 | 0 | 0 | 0 |
| KIMBERLY A POST | |||||||||||||
| 202282 | 0 | 49552 | 0 | 28825 | 0 | 86847 | 0 | 8265 | 0 | 375771 | 0 | 0 | 0 |
| PEGGY J REILEY | |||||||||||||
| 312521 | 0 | 93917 | 0 | 446940 | 0 | 43565 | 0 | 5876 | 0 | 902819 | 0 | 420315 | 0 |
| RICHARD C SILVER | |||||||||||||
| 265767 | 0 | 38548 | 0 | 22526 | 0 | 9800 | 0 | 7492 | 0 | 344133 | 0 | 0 | 0 |
| MARK A SLATER | |||||||||||||
| 208095 | 0 | 51489 | 0 | 19610 | 0 | 72871 | 0 | 13665 | 0 | 365730 | 0 | 0 | 0 |
| BRIAN D STEINES | |||||||||||||
| 203254 | 0 | 47909 | 0 | 15912 | 0 | 53137 | 0 | 5018 | 0 | 325230 | 0 | 0 | 0 |
| DEAN C THOMAS | |||||||||||||
| 210501 | 0 | 50626 | 0 | 18886 | 0 | 71903 | 0 | 6092 | 0 | 358008 | 0 | 0 | 0 |
| LOIS E UNIAT | |||||||||||||
| 208339 | 0 | 30848 | 0 | 27107 | 0 | 8465 | 0 | 3276 | 0 | 278035 | 0 | 0 | 0 |
| KATHI L ZARUBI | |||||||||||||
| 186217 | 0 | 26692 | 0 | 45677 | 0 | 7703 | 0 | 6368 | 0 | 272657 | 0 | 0 | 0 |
| CHERALYN T BEAUDRY | |||||||||||||
| 167003 | 0 | 25951 | 0 | 24727 | 0 | 7372 | 0 | 1510 | 0 | 226563 | 0 | 0 | 0 |
| BELLE A BUTLER | |||||||||||||
| 159933 | 0 | 45179 | 0 | 1015 | 0 | 6437 | 0 | 2819 | 0 | 215383 | 0 | 0 | 0 |
| MICHAEL H HILDEBRANDT | |||||||||||||
| 172781 | 0 | 24981 | 0 | 18366 | 0 | 7027 | 0 | 3577 | 0 | 226732 | 0 | 0 | 0 |
| SUSAN LIVENGOOD | |||||||||||||
| 153330 | 0 | 32090 | 0 | 29323 | 0 | 7022 | 0 | 5730 | 0 | 227495 | 0 | 0 | 0 |
| PEGGY P MOREHOUSE | |||||||||||||
| 138058 | 0 | 12497 | 0 | 2042 | 0 | 5757 | 0 | 5876 | 0 | 164230 | 0 | 0 | 0 |
| BETTY A STEPHENSON | |||||||||||||
| 144287 | 0 | 13823 | 0 | 2304 | 0 | 5947 | 0 | 4374 | 0 | 170735 | 0 | 0 | 0 |
| CYNTHIA L KEGOWICZ | |||||||||||||
| 189851 | 0 | 28539 | 0 | 3930 | 0 | 7946 | 0 | 5549 | 0 | 235815 | 0 | 0 | 0 |
| MARVIN M BELL | |||||||||||||
| 202034 | 0 | 29820 | 0 | 4993 | 0 | 8298 | 0 | 5408 | 0 | 250553 | 0 | 0 | 0 |
| KRISTIE A DEYERLE | |||||||||||||
| 195926 | 0 | 28041 | 0 | 6580 | 0 | 7909 | 0 | 1805 | 0 | 240261 | 0 | 0 | 0 |
| ROBERT A MARLOW | |||||||||||||
| 208850 | 0 | 28464 | 0 | 5115 | 0 | 7867 | 0 | 4482 | 0 | 254778 | 0 | 0 | 0 |
| DARLENE E MOYER | |||||||||||||
| 187039 | 0 | 37020 | 0 | 3801 | 0 | 7550 | 0 | 1702 | 0 | 237112 | 0 | 0 | 0 |
| JEAN KNOEDLER | |||||||||||||
| 106202 | 0 | 51218 | 0 | 396741 | 0 | 9222 | 0 | 3444 | 0 | 566827 | 0 | 268642 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| SCHEDULE J, PART I, LINE 1 | HOUSING ALLOWANCE - THE HOUSING ALLOWANCE IS A TEMPORARY ALLOWANCE WHICH IS TAXABLE AND PAID THROUGH PAYROLL ON THE FIRST PAYCHECK OF EACH MONTH DURING THE PERIOD OF THE TEMPORARY HOUSING. THIS IS PART OF THE RELOCATION PACKAGE FOR MANAGERS AND ABOVE AS WELL AS PHYSICIANS. THE AMOUNT PAID PER MONTH AND THE LENGTH IS DETERMINED BY THE LEVEL OF THE POSITION. TAX GROSS-UP PAYMENTS - THESE ARE PAYMENTS FOR: 1.) EMPLOYEES RECEIVING A TAXABLE AWARD, GIFT, OR GIFT CERTIFICATE; 2.) PAYMENTS MADE ON BEHALF OF STAFF TO VENDORS DUE TO A CRISIS; 3.) GROUP TERM LIFE EXCESS BENEFIT OF $50,000. IT IS AVAILABLE TO ANY RANK OF EMPLOYEE; OR 4.) A DOMESTIC PARTNER. IT IS AVAILABLE AT OPEN ENROLLMENT FOR INDIVIDUALS WHO WANT TO COVER THEIR NON-MARRIED PARTNER WITH MEDICAL AND/OR DENTAL COVERAGE. | |
| SCHEDULE J, PART I, LINE 4A | THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS: JEAN KNOEDLER $126,862. | |
| SCHEDULE J, PART I, LINE 4B | SCOTTSDALE HEALTHCARE OFFERS CERTAIN EXECUTIVES A NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IT IS INTENDED THAT THIS PLAN BE AN INELIGIBLE DEFERRED COMPENSATION PLAN UNDER THE PROVISIONS OF CODE SECTION 457(F) AND BE OPERATED IN COMPLIANCE WITH CODE SECTION 409A. THE DESIGN OF THE SERP IS SUCH THAT IT PROVIDES A MECHANISM FOR RESTORATION OF DEFERRED RETIREMENT THAT OTHERWISE WOULD BE LOST TO THE EXECUTIVES DUE TO MANDATORY CAP ON DEFERRALS WITHIN THE QUALIFIED RETIREMENT PLAN OFFERED TO OTHER EMPLOYEES OF SCOTTSDALE HEALTHCARE. THE SERP IS ALSO DESIGNED TO DISCOURAGE EXECUTIVE TURNOVER, WHICH COULD HAMPER ORGANIZATIONAL STABILITY AND SUSTAINABILITY, THROUGH THE AGE AND SERVICE REQUIREMENTS THAT AN EXECUTIVE MUST MEET IN ORDER TO RECEIVE BENEFITS FROM THIS PLAN. THE ANNUAL VALUE OF EACH EXECUTIVE'S PARTICIPATION IN THE PLAN IS TAKEN INTO CONSIDERATION AS PART OF THE CALCULATION OF TOTAL COMPENSATION WHEN TESTED AGAINST THE MARKET FOR REASONABLENESS. DEFERRED COMPENSATION INCLUDES THE INCREASE IN THE SERP ACCOUNT BALANCE FOR THE FOLLOWING INDIVIDUALS WHO PARTICIPATE IN THE SERP PROGRAM: GARY E BAKER - $116,128 DAVID A BARBER - $59,085 JAMES F BURKE - $178,955 JAMES R CRAMER - $113,882 MICHAEL R FOLEY - $96,137 ALAN B KELLY - $85,526 JEAN KNOEDLER - $4,872 TODD A LAPORTE - $144,719 WENDY H LYONS - $129,703 CAROL H MCCUNE - $100,602 VIKKI L NOYES - $52,492 KIMBERLY A POST - $77,729 PEGGY J REILEY - $33,765 THOMAS J SADVARY - $248,170 MARK A SLATER - $63,341 BRIAN D STEINES - $44,310 DEAN C THOMAS - $62,651 IN ADDITION, THE FOLLOWING INDIVIDUALS EXPERIENCED A TAXABLE VESTING EVENT DURING THE YEAR AS FOLLOWS. THESE AMOUNTS WERE INCLUDED IN COLUMN (B)(III) AS TAXABLE WAGES AND COLUMN (F) AS AMOUNTS PREVIOUSLY REPORTED ON THE 990 AS DEFERRED. NOTE THAT THESE AMOUNTS WERE ACCUMULATED OVER MANY YEARS OF SERVICE TO THE ORGANIZATION. THOMAS J SADVARY - $4,847,418 ALAN B KELLY - $575,199 WENDY H LYONS - $1,714,106 CAROL H MCCUNE - $1,970,831 PEGGY J REILEY - $420,315 JEAN KNOEDLER - $268,642 | |
| SUPPLEMENTAL COMPENSATION INFORMATION | THE INCENTIVE PLAN INCLUDED SEVERAL MEASUREMENTS. THE 4 MEASUREMENTS ARE AS FOLLOWS: 1.) PATIENT SATISFACTION - PRESS GAINEY AND HCAHPS SCORES; 2.) OPERATING MARGIN - TRIGGER; 3.) PATIENT SAFETY - % OF CMS MEASURES IN TOP DECILE PERFORMANCE AND FALL RATE; 4.) EMPLOYEE SURVEY RESULTS. OPERATING MARGIN IS THE PROGRAM TRIGGER (THRESHOLD MUST BE MET TO TRIGGER ANY PAYOUT). EACH MEASUREMENT HAD A THRESHOLD; TARGET AND OPTIMUM PERFORMANCE LEVEL. EACH PERFORMANCE LEVEL EQUALED A PREDETERMINED NUMBER OF POINTS. THE TOTAL POINTS EARNED EQUATE TO A BONUS % OF SALARY. | EXECUTIVE INCENTIVE AND BONUS PLAN |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| THE IDA OF THE CITY OF SCOTTSDALE AZ | |||||||
| 860494636 | 810472GBO | 2010-08-26 | 109852372 | SEE PART VI | false | true | false |
| THE IDA OF THE CITY OF SCOTTSDALE AZ | |||||||
| 860494636 | 810472EX4 | 2006-05-25 | 175800000 | SEE PART VI | false | true | false |
| THE IDA OF THE CITY OF SCOTTSDALE AZ | |||||||
| 860494636 | 810472FW5 | 2008-06-04 | 151350684 | REFUND OF 5/25/06 & 8/1/07 BONDS | false | true | false |
| THE IDA OF THE CITY OF SCOTTSDALE AZ | |||||||
| 860494636 | 810472GBO | 2010-09-30 | 34310000 | REFUND OF 6/9/06 BONDS | false | true | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 109852372 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | true | false | false | true | |
| 0 | 0 | 81070281 | 11777422 | 0 | 0 | 1365670 | 12683620 | 0 | 78497454 | 0 | 0 | true | false | true | true | 2010 |
| 0 | 0 | 151350684 | 13271860 | 0 | 0 | 1911360 | 0 | 0 | 0 | 0 | 0 | true | false | false | true | |
| 0 | 0 | 34310000 | 0 | 0 | 0 | 210000 | 0 | 0 | 0 | 0 | 0 | true | false | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| false | false | false | true | MRGN STNLYCITIMBIA | 8. | true | false | false |
| 0 | ||||||||
| false | true | false | true | MRGN STNLYCITIMBIA | 8. | true | false | false |
| 0 | ||||||||
| false | false | false | false | 0 | false | false | ||
| 0 | ||||||||
| false | true | false | false | 0 | false | false | ||
Form990 Schedule K Part VI Form990ScheduleKPartVI (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference |
|---|---|
| PART I, COL F | 0 |
| LINE A- CONVERSION OF SERIES 2006C-E THROUGH CURRENT REFUNDING OF 5/25/06 | 0 |
| BONDS. LINE B-FINANCE NEW MONEY PROJECTS AND REFUND 7/8/93, 6/11/03 AND | 0 |
| 6/25/03 BONDS. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, PART I, LINE 1 AND PART III, LINE 1 | DESCRIPTION OF THE ORGANIZATION'S MISSION | THE MISSION OF SCOTTSDALE HEALTHCARE IS TO IDENTIFY AND MEET THE HEALTHCARE NEEDS OF ALL PEOPLE WHO LIVE AND WORK IN THE GREATER SCOTTSDALE AREA THROUGH CREATIVE AND EFFECTIVE COLLABORATION WITH HEALTHCARE PROFESSIONALS AND ORGANIZATIONS. CRITICAL GOALS AND HOW WE ATTAIN OUR VISION: -COMMIT ABSOLUTELY TO QUALITY, CLINICAL CARE AND SERVICE. -ACHIEVE FINANCIAL HEALTH TO FULFILL OUR MISSION AND INVEST IN THE FUTURE. -ASSURE EXCELLENT BOARD, PHYSICIAN, VOLUNTEER, STAFF AND ADMINISTRATION RELATIONSHIPS TO FOSTER COLLABORATIVE PARTNERSHIPS. -DEVELOP, RETAIN, AND RECRUIT THE BEST TALENT TO BECOME THE VALLEY'S HEALTHCARE EMPLOYER OF CHOICE. |
| FORM 990, PART VI, LINE 11 | PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW FORM 990 | THE TAX RETURN INFORMATION IS GATHERED BY THE FINANCE TEAM FROM VARIOUS SOURCES WITHIN THE ORGANIZATION INCLUDING HUMAN RESOURCES, PAYROLL, DEVELOPMENT AND THE LEGAL DEPARTMENT. THE INFORMATION IS REVIEWED BY THE CONTROLLER AND PROVIDED TO AN ACCOUNTING FIRM THAT PREPARES THE TAX RETURNS. AN INITIAL DRAFT OF THE FORM 990 IS SUBMITTED TO THE CONTROLLER, CHIEF FINANCIAL OFFICER, AND LEGAL COUNSEL FOR REVIEW. COMMENTS FROM THOSE INDIVIDUALS ARE CONSIDERED AND INCORPORATED INTO A REVISED DRAFT THAT IS PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO FILING. THE BOARD OF DIRECTORS REVIEWS THE REVISED DRAFT AND SUBMITS COMMENTS TO THE CONTROLLER. COMMENTS FROM THOSE INDIVIDUALS ARE CONSIDERED AND INCORPORATED INTO A FINAL DRAFT PREPARED FOR FILING. THE FINAL DRAFT IS THEN MADE AVAILABLE FOR BOARD MEMBERS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, LINE 12C | PROCESS USED TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | EACH BOARD MEMBER, OFFICER OF THE CORPORATION AND BOARD COMMITTEE MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE COMPLIANCE OFFICE, ALONG WITH GENERAL COUNSEL, EXAMINES EACH DISCLOSURE STATEMENT WHERE POTENTIAL CONFLICTS HAVE BEEN DISCLOSED. RECOMMENDATIONS ARE MADE TO THE CHAIR OF THE BOARD ON HOW TO APPROPRIATELY REMEDIATE, MONITOR, OR ELIMINATE ANY CONFLICTS. THE COMPLIANCE OFFICE/GENERAL COUNSEL THEN PROVIDES TO THE INTERESTED PERSON, WITH COPIES TO THE CHAIR OF THE BOARD, THE CEO, AND, IF NEEDED, THE APPROPRIATE COMMITTEE CHAIR, A CORRESPONDENCE THAT SPECIFIES WHAT ACTIONS, CONDITION, OR MONITORING OF THE CONFLICT ARE REQUIRED AND WHETHER THE INTERESTED PERSON IS PERMITTED TO GIVE A PRESENTATION TO THE BOARD OR APPROPRIATE COMMITTEE AFTER FULL DISCLOSURE OF THE CONFLICT. IN SUCH AN EVENT, THE INTERESTED PERSON LEAVES THE MEETING WHILE THE PROPOSED TRANSACTION IS DISCUSSED. THE INTERESTED PERSON IS REQUIRED TO CO-SIGN CORRESPONDENCE SENT BY THE GENERAL COUNSEL AND ADHERE TO IT THROUGHOUT THE YEAR. IF A CONFLICT OR FINANCIAL INTEREST ARISES AFTER THE ANNUAL DISCLOSURE PROCESS THE INTERESTED PERSON WILL CONSULT WITH THE COMPLIANCE OFFICE OR GENERAL COUNSEL AND UPDATE THE DISCLOSURE STATEMENT CONSISTENT WITH THE ADVICE OF THE GENERAL COUNSEL. A RECORD OF THE BOARD OR COMMITTEE MEETING WHERE PROPOSED TRANSACTIONS OR ARRANGEMENTS THAT ARE AFFECTED BY CONFLICT OF INTEREST AND THE MANAGEMENT OF SUCH ARE CONTAINED IN THE BOARD/COMMITTEE MINUTES. IF VIOLATIONS OF THE CONFLICT OF INTEREST POLICY/MANAGEMENT ARE REPORTED, THE GENERAL COUNSEL WILL LOOK INTO THE MATTER. CONFIRMED VIOLATIONS MAY INCLUDE REMOVAL FROM THE BOARD OR COMMITTEE OR OFFICER POSITION PURSUANT TO THE REMOVAL PROCEDURES STATED IN THE BYLAWS. BYLAWS INCLUDE THE PROVISIONS THAT INTERESTED PERSONS WHO RECEIVE COMPENSATION DIRECTLY OR INDIRECTLY FROM THE HOSPITAL SYSTEM MAY NOT VOTE IN SUCH MATTERS. A VOTING MEMBER OF ANY COMMITTEE WHOSE JURISDICTION INCLUDES MAKING CHOICES ON GOODS OR SERVICES FOR THE HOSPITAL SYSTEM OR WHAT AMOUNTS SHOULD BE PAID FOR GOODS OR SERVICES SHALL BE PROHIBITED FROM VOTING ON ANY SUCH MATTER AND MAY BE PROHIBITED FROM DISCUSSING THE MATTER. PERIODIC REVIEWS OF THE PROCESS ARE CONDUCTED. OUTSIDE EXPERTS MAY, BUT NEED NOT BE, USED TO EVALUATE POLICIES AND PROCESSES. |
| FORM 990, PART VI, LINE 15A & 15B | PROCESS USED TO DETERMINE COMPENSATION | AN EXECUTIVE COMPENSATION CONSULTANT CONDUCTS DETAILED MARKET ANALYSIS FOR EXECUTIVE CASH COMPENSATION. THEY UTILIZE AVAILABLE PUBLISHED HEALTHCARE SURVEY SOURCES. EXECUTIVE POSITIONS ARE MATCHED TO APPROPRIATE SURVEY POSITIONS BASED ON JOB CONTENT, DUTIES AND SCOPE OF RESPONSIBILITY. SURVEY DATA IS MATCHED FROM ORGANIZATIONS OF SIMILAR SIZE AND SCOPE. RESULTS OF THE STUDY ARE SHARED WITH THE BOARD FOR APPROVAL. THE STUDY WAS LAST COMPLETED IN OCTOBER 2012. |
| FORM 990, PART VI, LINE 19 | AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND | FINANCIAL STATEMENTS TO THE GENERAL PUBLIC DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST TO THE CORPORATE CONTROLLER AT: 8125 N. HAYDEN ROAD, SCOTTSDALE, AZ 85258 |
| FORM 990, PART VII | HOURS DEVOTED TO RELATED ORGANIZATIONS | IN ADDITION TO THE HOURS DEVOTED TO SCOTTSDALE HEALTHCARE CORPORATION AS REPORTED IN PART VII, THE FOLLOWING OFFICERS DEVOTED HOURS TO RELATED ORGANIZATIONS SCOTTSDALE HEALTHCARE HOSPITAL (SHH), SCOTTSDALE HEALTHCARE REALTY CORPORATION (SHRC), SCOTTSDALE HEALTHCARE FOUNDATION (SHF) AND SCOTTSDALE CAPTIVE INSURANCE COMPANY (SCIC). THE BOARD MEMBERS EACH SERVE ON THE BOARDS OF AND DEVOTE TIME TO THESE ENTITIES. GARY E. BAKER DEVOTED 24 HOURS PER WEEK TO SHH, 2 HOURS PER WEEK TO SHRC AND 1 HOUR PER WEEK TO SCIC. JAMES F. BURKE DEVOTED 1 HOUR PER WEEK TO SCIC. ALAN B. KELLY DEVOTED 5 HOURS PER WEEK TO SCIC. JEAN KNOEDLER DEVOTED 24 HOURS PER WEEK TO SHH. TODD A. LAPORTE DEVOTED 5 HOURS PER WEEK TO SCIC. CAROL HENDERSON MCCUNE DEVOTED 1 HOUR PER WEEK TO SCIC. VIKKI L. NOYES DEVOTED 32 HOURS PER WEEK TO SHH. KIMBERLY A. POST DEVOTED 32 HOURS PER WEEK TO SHH AND 1 HOUR PER WEEK TO SCIC. PEGGY J. REILEY DEVOTED 24 HOURS PER WEEK TO SHH AND 1 HOUR PER WEEK TO SCIC. THOMAS J. SADVARY DEVOTED 1 HOUR PER WEEK TO SHF. MARK A. SLATER DEVOTED 40 HOURS PER WEEK TO SHH. DEAN C. THOMAS DEVOTED 40 HOURS PER WEEK TO SHH. KATHI L. ZARUBI DEVOTED 40 HOURS PER WEEK TO SHH. RICHARD C. SILVER DEVOTED 20 HOURS PER WEEK TO SHH. LOIS E. UNIAT DEVOTED DEVOTED 20 HOURS PER WEEK TO SHH. |
| FORM 990, PART X, LINE 7 | NOTES AND LOANS RECEIVABLE | ALL OF THE NOTES AND LOANS RECEIVABLE REPORTED ON LINE 7 REPRESENT PHYSICIAN GUARANTEE AGREEMENTS THAT MUST BE PAID BACK IF THE PHYSICIANS DO NOT FULFILL THEIR CONTRACTS. PHYSICIANS ARE SENT A 1099 FOR THE FULL AMOUNT WHEN THEY ARE PAID. |
| FORM 990, PART XI, LINE 5 | EXPLANATION OF OTHER CHANGES IN NET ASSETS | UNREALIZED INVESTMENT GAINS $29,292,193 EFFECT OF FAS 158 (11,116,224) CHANGE IN VALUE HEDGE RATE SWAP (4,406,892) BOOK/TAX DIFFERENCES (3,334,215) PRIOR PERIOD ADJUSTMENT 16,599,535 ------------ OTHER CHANGES IN NET ASSETS $27,034,397 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| SCOTTSDALE HEALTHCARE HOSPITALS | ||||||||||
| 7400 E OSBORN RD | SCOTTSDALE | AZ | 85251 | 860181654 | HEALTHCARE | AZ | 501(C)(3) | 3 | SHC | true |
| SCOTTSDALE HEALTHCARE REALTY CORPORATION | ||||||||||
| 7400 E OSBORN RD | SCOTTSDALE | AZ | 85251 | 942735851 | RENTAL | AZ | 501(C)(2) | N/A | SHC | true |
| SCOTTSDALE HEALTHCARE FOUNDATION | ||||||||||
| 7400 E OSBORN RD | SCOTTSDALE | AZ | 85251 | 742355411 | FOUNDATION | AZ | 501(C)(3) | 7 | SHC | true |
| SCOTTSDALE MEMORIAL HEALTH SERVICES CO | ||||||||||
| 7400 E OSBORN RD | SCOTTSDALE | AZ | 85251 | 942735859 | HEALTHCARE | AZ | 501(C)(3) | 3 | SHC | true |
| SCOTTSDALE CAPTIVE INSURANCE COMPANY | ||||||||||
| 7400 E OSBORN RD | SCOTTSDALE | AZ | 85251 | 203455823 | CAPTIVE INS | AZ | 501(C)(3) | 11 TYPE 1 | SHC | true |
| SCOTTSDALE HEALTHCARE AUXILIARY | ||||||||||
| 7400 E OSBORN RD 200 | SCOTTSDALE | AZ | 85251 | 237264497 | FUNDRAISING | AZ | 501(C)(3) | 9 | SHC | true |
Form990 Schedule R Part III Form990ScheduleRPartIII (6 entries)
| EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|
| SCOTTSDALE HEALTHCARE ASC LLC | ||||||||||
| 271450828 | HEALTHCARE | DE | SHC | RELATED | 172992 | 7674239 | false | $0 | false | 0.90000 |
| SCOTTSDALE SURG PARTNERS LLC | ||||||||||
| 201808351 | HEALTHCARE | DE | SHC ASC LLC | |||||||
| BILTMORE SURGICAL PARTNERS LLC | ||||||||||
| HEALTHCARE | DE | SHC ASC LLC | ||||||||
| MESA SURGICAL CENTER LLC | ||||||||||
| HEALTHCARE | DE | SHC ASC LLC | ||||||||
| GLOBALREHAB-SCOTTSDALE LLC | ||||||||||
| HEALTHCARE | AZ | SHH | ||||||||
| SCOTTSDALE HEALTH PARTNERS LLC | ||||||||||
| HEALTHCARE | AZ | SHH | ||||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTTSDALE MSO INC (FKA SCOTTCARE INC) | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7400 E OSBORN RD | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 85251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860512895 | EIN |
| Primary Activity | MSO, GROUP PURCH. | PrimaryActivity |
| Legal Domicile State | AZ | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C-CORP | TypeOfEntity |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | 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 | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SCOTTSDALE HEALTHCARE REALTY COMPANY | ||
| J | 764480 | COST |
| SCOTTSDALE HEALTHCARE REALTY COMPANY | ||
| Q | 1202628 | COST |
| SCOTTSDALE HEALTHCARE FOUNDATION | ||
| Q | 2010600 | COST |
| SCOTTSDALE HEALTHCARE HOSPITALS | ||
| Q | 331584299 | COST |
| SCOTTSDALE HEALTHCARE REALTY COMPANY | ||
| Q | 216299 | COST |
| SCOTTSDALE HEALTHCARE REALTY COMPANY | ||
| J | 5291841 | COST |
| SCOTTSDALE CAPTIVE INSURANCE COMPANY | ||
| Q | 12468410 | COST |
| SCOTTSDALE CAPTIVE INSURANCE COMPANY | ||
| R | 7597058 | COST |
| SCOTTSDALE HEALTHCARE FOUNDATION | ||
| C | 487094 | COST |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NAME, ADDRESS, AND EIN OF RELATED ORGANIZATIONS | Identifier |
| Return Reference | SCHEDULE R, PART III, COLUMN A | ReturnReference |
| Explanation | SCOTTSDALE HEALTHCARE ASC, LLC EIN: 86-0181654 ADDRESS: 7400 E OSBORN RD SCOTTSDALE, AZ 85251 SCOTTSDALE SURGICAL PARTNERS LLC EIN: 20-1808351 ADDRESS: 4250 N DRINKWATER BLVD 4TH FLR SCOTTSDALE, AZ 85251 BILTMORE SURGICAL PARTNERS LLC ADDRESS: 2222 E HIGHLAND AVE SCOTTSDALE, AZ 85016 MESA SURGICAL CENTER, LLC ADDRESS: 1114 S HIGLEY RD MESA, AZ 85206 GLOBALREHAB-SCOTTSDALE, LLC ADDRESS: 7400 E OSBORN RD SCOTTSDALE, AZ 85251 SCOTTSDALE HEALTH PARTNERS, LLC EIN: 45-5616077 ADDRESS: 3634 N DRINKWATER BLVD SCOTTSDALE, AZ 85251 | Explanation |