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CAMC HEALTH EDUCATION AND RESEARCH: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
CAMC HEALTH EDUCATION AND RESEARCH (EIN 55-0753754)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-12
IRS object ID
201223179349301327
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-12T10:55:23-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN861065772EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Deloitte Tax LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1111 S Wacker DriveAddressLine1
CityChicagoCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN550753754EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CAMC Health Education and ResearchBusinessNameLine1
Business Name Line2Institute IncBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlCAMCNameControl
Phone3043889900Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1547AddressLine1
CityCharlestonCity
StateWVState
ZIP Code253261547ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSharon A HallName
TitlePresidentTitle
Phone3043889900Phone
Date Signed2012-11-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLaura GillespieName
PTINP00855604PTIN
Phone3124861000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1CAMC InstituteBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonSharon A HallNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line13200 MacCorkle AveAddressLine1
CityCharlestonCity
StateWVState
ZIP Code25304ZIPCode
FieldValueIRS element (for citing)
Gross Receipts11092657GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.camcinstitute.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1996YearFormation
State Legal DomicileWVStateLegalDomicile
Activity Or Mission DescriptionCAMC Health Education and Research Institute, Inc. ("CHERI")'s primary exempt purpose is to provide education opportunities and perform research which benefits both the community and Charleston Area Medical Center ("CAMC"), a not-for-profit corporation organized under the laws of the State of West Virginia. The organization administers a graduate medical education program. Its education focus and research opportunities center around anesthesia, and trauma, as well as other health related programs.ActivityOrMissionDescription
Nbr Voting Members Governing Body11NbrVotingMembersGoverningBody
Nbr Independent Voting Members2NbrIndependentVotingMembers
Total Nbr Employees132TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1261454ContributionsGrantsPriorYear
Contributions Grants Current Year2854862ContributionsGrantsCurrentYear
Program Service Revenue Prior Year4423059ProgramServiceRevenuePriorYear
Program Service Revenue CY4065928ProgramServiceRevenueCY
Investment Income Prior Year0InvestmentIncomePriorYear
Investment Income Current Year0InvestmentIncomeCurrentYear
Other Revenue Prior Year5390085OtherRevenuePriorYear
Other Revenue Current Year4171867OtherRevenueCurrentYear
Total Revenue Prior Year11074598TotalRevenuePriorYear
Total Revenue Current Year11092657TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year6738776SalariesEtcPriorYear
Salaries Etc Current Year6607312SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year4691969OtherExpensePriorYear
Other Expenses Current Year5143090OtherExpensesCurrentYear
Total Expenses Prior Year11430745TotalExpensesPriorYear
Total Expenses Current Year11750402TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-356147RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-657745RevenuesLessExpensesCY
Total Assets BOY6217506TotalAssetsBOY
Total Assets EOY5832233TotalAssetsEOY
Total Liabilities BOY3164298TotalLiabilitiesBOY
Total Liabilities EOY2807207TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY3053208NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY3025026NetAssetsOrFundBalancesEOY
Mission DescriptionSee response, Schedule O.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense4313032Expense
Revenue2826802Revenue
DescriptionThe organization serves as administrator of Charleston Area Medical Center, Inc. ("CAMC") graduate medical education and nurse anesthesia programs, and conducts a variety of professional education and training programs for CAMC healthcare professionals as well as healthcare professionals throughout the state of West Virginia.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense2611953Expense
DescriptionProvision of services pertaining to various research activities including centers for clinical trials and cancer research, health services and outcomes research, trauma research and other health related research centers of excellence.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense3177795Expense
Revenue241325Revenue
DescriptionProvision of various health programs designed to improve health education and awareness in the state and local communities.Description
FieldValueIRS element (for citing)
Total Program Service Expense10102780TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096128NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees132NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members11NbrVotingGoverningBodyMembers
Number Independent Voting Members2NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledWVStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Larry C HudsonBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3043887603TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1501 Morris StreetAddressLine1
CityCharlestonCity
StateWVState
ZIP Code25301ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (17 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
William H Carter MD
Director1.00X000
Glenn Crotty Jr MD
Director1.00X057756079215
Clark Hansbarger MD
Director1.00X000
Steven Jubelirer MD
Director1.00X042002034695
Ronald E Moore
Director1.00X0238713150964
E Gail Pitchford
Director1.00X020436051389
David L Ramsey
Director1.00X0934890178365
Beth A Samples
Director1.00X0109456648333
Edwin Welch PhD
Director1.00X000
Robert D Whitler
Vice President & Director40.00X021262833520X
Sharon A Hall
President & Director40.00X255447055010X
Gregory E Souther
Secretary/Treasurer40.0095042012662X
Nancy L Tierney
Director School of Anest40.00178792035112X
Priscilla P Walkup
CRNA Instructor40.00155179029613X
William A White Jr
CRNA Instructor40.00155566562935774X
Cassandra L Taylor
CRNA Instructor40.00151605019685X
Kathryn F Newcome
CRNA Instructor40.00139795729435650X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1131426TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs3695660TotalReportableCompFrmRltdOrgs
Total Other Compensation799987TotalOtherCompensation
Number Individuals GT100 K6NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (3 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Marshall University
One John Marshall DriveHuntingtonWV25755School of Anesthesia Faculty561417
WVU Physicians of Charleston
3110 MacCorkle AveCharlestonWV25304Professional Fees251134
Siemens Medical Solutions
Dept AT 40065AtlantaGA311920065Information Technology Services114320
FieldValueIRS element (for citing)
Number Of Contractors GT100 K3NumberOfContractorsGT100K
Related Organizations432059RelatedOrganizations
Government Grants2422803GovernmentGrants
Total Contributions2854862TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmount
Education Services61171028268022826802
Research Revenue621990997801$997,801
Non Clinical Services621990241325241325
FieldValueIRS element (for citing)
Total Program Service Revenue4065928TotalProgramServiceRevenue

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionAffiliate TransferDescription
Business Code900099BusinessCode
Total Revenue Column4171867TotalRevenueColumn
Related Or Exempt Function Income4171867RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue4171867TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column11092657TotalRevenueColumn
Related Or Exempt Function Income7239994RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$997,801ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total424728Total
Management And General424728ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total4945079Total
Program Services4865151ProgramServices
Management And General79928ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total165987Total
Program Services158825ProgramServices
Management And General7162ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total721949Total
Program Services133841ProgramServices
Management And General588108ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total349569Total
Program Services320549ProgramServices
Management And General29020ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total341384Total
Management And General341384ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total5075Total
Management And General5075ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total6717Total
Management And General6717ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total31406Total
Program Services27593ProgramServices
Management And General3813ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total1739574Total
Program Services1739309ProgramServices
Management And General265ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total77285Total
Program Services77285ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total142946Total
Program Services141106ProgramServices
Management And General1840ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total78389Total
Program Services78389ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total469298Total
Program Services363546ProgramServices
Management And General105752ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total183313Total
Program Services180875ProgramServices
Management And General2438ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1379773Total
Program Services1372149ProgramServices
Management And General7624ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total442882Total
Program Services417815ProgramServices
Management And General25067ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total16649Total
Management And General16649ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
Medical Supplies6156061560
Dietary58587572771310
Repairs and Maintenance5625555642613
Miscellaneous5199751868129

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total11750402Total
Program Services10102780ProgramServices
Management And General1647622ManagementAndGeneral
Fundraising0Fundraising

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY238412BOY
EOY497556EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY5561BOY
EOY6654EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY0BOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis5877283LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec4521212LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY1034817BOY
EOY1356071EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY4938716BOY
EOY3971952EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY6217506BOY
EOY5832233EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY2230851BOY
EOY1647909EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY933447BOY
EOY1159298EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3164298BOY
EOY2807207EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-1299562BOY
EOY-1242302EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2646819BOY
EOY2559050EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1705951BOY
EOY1708278EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3053208BOY
EOY3025026EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6217506BOY
EOY5832233EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-657745ReconcilationRevenueExpenses
Reconcilation Other Changes629563ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type2XSupportingOrg509a3Type2
Certification CheckboxXCertificationCheckbox
Written IRS DeterminationXWrittenIRSDetermination
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1Charleston Area Medical CenterIncBusinessNameLine1
FieldValueIRS element (for citing)
EIN550526150EIN
Type Of Organization3TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$3,671,867Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts3671867SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance3350983BeginningOfYearBalance
Contributions9827Contributions
Investment Earnings Or Losses9003InvestmentEarningsOrLosses
Other Expenditures257356OtherExpenditures
End Of Year Balance3112457EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance3192263BeginningOfYearBalance
Contributions11882Contributions
Investment Earnings Or Losses340282InvestmentEarningsOrLosses
Other Expenditures191625OtherExpenditures
Administrative Expenses1819AdministrativeExpenses
End Of Year Balance3350983EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2863709BeginningOfYearBalance
Contributions10174Contributions
Investment Earnings Or Losses479445InvestmentEarningsOrLosses
Other Expenditures154052OtherExpenditures
Administrative Expenses7013AdministrativeExpenses
End Of Year Balance3192263EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Contributions2863709Contributions
End Of Year Balance2863709EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance0.55000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.45000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R1AreRelatedOrgsListedScheduleR

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis182388OtherCostOrOtherBasis
Depreciation160196Depreciation
Book Value22192BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis5694895OtherCostOrOtherBasis
Depreciation4361016Depreciation
Book Value1333879BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1356071TotalOfBookValueLandBuildings

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBook ValueBookValue
Interest in Net Asset : CAMC Foundation3112466
Affiliate Receivables859486
FieldValueIRS element (for citing)
Total Book Value Other Assets3971952TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
Affiliate Payable$497,126
Accrued Payroll and Related Payroll Expenses$662,172
FieldValueIRS element (for citing)
Total Of Amounts1159298TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Description of Intended Use of Endowment Funds:Part V, Line 4:To provide education opportunities and perform medical research, which benefits both the community and CAMC.
Description of Uncertain Tax Positions Under FIN 48:Part X:CAMC Health Education and Research Institute, Inc. is part of the consolidated audit for CAMC Health System, Inc. and Subsidiaries (collectively, the "System"). Language regarding FIN 48 included in the consolidated footnotes is as follows: "CAMC, the Foundation, the Institute and CAMC Teays, are exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code (the "Code") and applicable state statutes, but are subject to unrelated business income tax. The System does not have any material uncertain tax positions at December 31, 2011."

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Glenn Crotty Jr MD
038796301291830604140540330251820656775037564
Steven Jubelirer MD
04200200000014700019995045471500
Ronald E Moore
0183492041480013741014102909935038967700
E Gail Pitchford
0152767036205015388040534010855025574900
David L Ramsey
059211702350000107773015531802304701113255057392
Beth A Samples
01849070417920867867030170018163011428990598275
Robert D Whitler
015383503269402609908055025465024614800
Sharon A Hall
15793904301205449603654701846303104570247420
Nancy L Tierney
16142609871074950105820245300213904000
Priscilla P Walkup
148767025006162093900202230184792000
William A White Jr
149154160325040266162097440260300191340562900
Cassandra L Taylor
151355025000093900102950171290000
Kathryn F Newcome
139545256325047310098760257740175445729400

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
Part I, Line 3The CAMCHSI Board of Directors Compensation Committee selects and supervises an independent consultant who advises the Committee on compensation arrangements and transactions between CAMCHSI companies and executives. The Committee uses the data to determine the total compensation of CHERI's President and the other executives. The data is reviewed every two years or when a new person comes into an executive role.
Part I, Line 4bSupplemental Executive Retirement Plan ("SERP"). Participants are members of the Executive group. Participant Beth Samples in 2011 was paid in the amount of $846,435 in SERP benefits. Terms & Conditions of SERP Plan: Defined Benefit. Vest at age 60, or later,if one time postponement is made prior to age 59. Deferred vesting date cannot be earlier than age 65 or later than age 68. Benefit at age 60 with 30 years of service is computed as the difference between 55% of Final Average Total compensation and sum of retirement benefits paid from: CAMC Health System, Inc. Qualified Retirement Plan, Non-Qualified Retirement Benefit Restoration Plan and 50% of projected age 62 Primary Social Security Benefit. Eligible to receive SERP benefits upon earliest of: normal retirement or date elected, if extended; death; disability; involuntary termination without cause. Early retirement at age 55 with at least 5 years of service reduced 1.83% for each year of service less than 30 and .5% reduction for each month prior to Normal Retirement Date (age 60). Taxes due upon distribution. Subject to the Substantial Risk of Forfeiture. CEO Supplemental Executive Retirement Plan ("SERP"): Participant-CEO Terms and Conditions of CEO SERP Plan: Defined Contribution. Vest at age 65. Benefit at age 65 projected as the difference between 60% of Final 5 Year Average Total compensation and sum of retirement benefits paid from: CAMC Health System, Inc. Qualified Retirement Plan and 50% of projected age 65 Primary Social Security Benefit. Actual benefits will depend upon simulated investment results based on investment options selected by participant. Eligible to receive SERP benefits upon earliest of: deferred vesting date; death; disability; involuntary termination without cause. Taxes due upon vesting. Subject to the Substantial Risk of Forfeiture.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Form 990, Part VI, Section A, line 6CAMC Health System, Inc. ("CAMCHSI") is CHERI's sole voting member.
Form 990, Part VI, Section A, line 7aCAMC Health System, Inc. ("CAMCHSI") is CHERI's sole voting member and has authority to elect all voting trustees of CHERI other than ex- officio trustees named in CHERI's governing documents. The sole voting member has the sole authority to amend CHERI's governing documents.
Form 990, Part VI, Section A, line 7bCAMCHSI is CHERI's sole voting member and has reserved powers under CHERI's governing documents, which provide that decisions of CHERI's governing body such as election of officers, approval of annual budgets and borrownings are subject to approval by the sole voting member. The sole voting member also has all approval powers provided to members of West Virginia nonprofit corporations under state law.
Form 990, Part VI, Section B, line 11CHERI compiles necessary information for Form 990 through efforts of various officers and trustees of the organization. The return is then prepared and reviewed by an external consultant firm. This firm then reviews the completed Form 990 with the CAMC Health System, Inc. Board of Trustees and its Audit Committee. CAMC's CFO reviews the return with CHERI's Board of Directors.
Form 990, Part VI, Section B, line 12cCorporate officers including the President and Secretary develop the agendas for board meetings and identify potential conflict of interest issues relative to action items and assist the President with resolution of same. Annual disclosure precedures are implemented and the President and CAMC Health System, Inc. Board of Directors Nominating Committee periodically review conflict situations.
Form 990, Part VI, Section B, line 15The CAMCHSI Board of Directors Compensation Committee selects and supervises an independent consultant who advises the Committee on compensation arrangements and transactions between CAMC Health System, Inc. subsidiaries (including CHERI) and executives (including CHERI's President). The Committee uses the data to determine the total compensation of CHERI's President and other executive officers. This data is reviewed every two years or when a new person comes into an executive role.
Form 990, Part VI, Section C, line 19The organization is part of a consolidated financial audit for CAMC Health System, Inc. and Subsidiaries. Consolidated Audited Financial Statements are available on-line at CAMC.org. They are also filed with the WV Health Care Authority where they are available on-line and in person. There is no formal method of making the Bylaws and Conflict of Interest Policy publicly available, but they are available upon request. The Articles of Incorporation are publicly available at the WV Secretary of State's Office.
Form 990, Part XI, line 5:Change in Temp Restricted -87,770. Change in Perm Restricted 2,328. Capital Contribution to Fixed Assets 715,005. Total to Form 990, Part XI, Line 5: 629,563.Changes in Net Assets or Fund Balances:
Form 990, Part VII:The compensation paid to individuals who are Directors reflects payment for their services in different roles at related organizations, not remuneration for their participation on the Board of Directors of CAMC Health Education and Research Institute, Inc.Explanation of Compensation paid to Directors:
Form 990, Part VII, Column E:Description of reasonable effort made to obtain compensation from related organization: Some members of the board were compensated by related organizations for other duties as follows: CAMC - David L. Ramsey 48 hours, Glenn Crotty Jr. 45 hours, Ronald E. Moore 45 hours, Beth A. Samples 45 hours, Robert D. Whitler 45 hours, Steven Jubilerir 45 hours, E. Gail Pitchford 45 hours. These are on a weekly basis. William A. White Jr. was paid for 71 hours at CAMC for the year, and Kathryn F. Newcome was paid for 90 hours at CAMC for the year.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrgBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
CAMC Health System Inc
PO Box 1547CharlestonWV253261547550664138Parent CompanyWV501(c)(3)Line 11, Type III-FIN/A0
Charleston Area Medical Center Inc
PO Box 1547CharlestonWV253261547550526150HospitalWV501(c)(3)Line 31CAMC Health System Inc
CAMC Teays Valley Hospital Inc
PO Box 1547CharlestonWV253261547550752636HospitalWV501(c)(3)Line 31CAMC Health System Inc
Charleston Area Medical Center FoundationInc
PO Box 1547CharlestonWV253261547310887133FoundationWV501(c)(3)Line 11, Type II1CAMC Health System Inc

Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNA
Women and Children's Medical Office Building Partnership
PO Box 1547CharlestonWV253261547550669065Medical Office BuildingWVN/A
General Division Medical Office Building Partnership
PO Box 1547CharlestonWV253261547550623949Medical Office BuildingWVN/A

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1Integrated Health Care Providers IncBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO Box 1547AddressLine1
CityCharlestonCity
StateWVState
ZIP Code253261547ZIPCode
FieldValueIRS element (for citing)
EIN550751010EIN
Primary ActivitySpecialty Physician PracticesPrimaryActivity
Legal Domicile StateWVLegalDomicileState
Direct Controlling Entity NAN/ADirectControllingEntityNA
Type Of EntityCTypeOfEntity
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
Charleston Area Medical Center Inc
J252446FMV
Charleston Area Medical Center Inc
L341384FMV
Charleston Area Medical Center Inc
O4243990FMV
Charleston Area Medical Center Inc
P1810735FMV
Charleston Area Medical Center Inc
R4717867FMV
CAMC Foundation Inc
C432059FMV
CAMC Teays Valley Hospital Inc
P61172FMV