ROPER SAINT FRANCIS PHYSICIANS NETWORK: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ROPER SAINT FRANCIS PHYSICIANS NETWORK (EIN 26-2946628)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-12
- IRS object ID
- 201233179349300328
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-12T15:15:30-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560747981 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Ridgefield Court | AddressLine1 |
| City | Asheville | City |
| State | NC | State |
| ZIP Code | 28806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262946628 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roper St Francis Physicians Network | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROPE | NameControl |
| Phone | 8437891704 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 Doughty Street No 760 | AddressLine1 |
| City | Charleston | City |
| State | SC | State |
| ZIP Code | 29403 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRET D JOHNSON | Name |
| Title | SVP & CFO | Title |
| Phone | 8437891704 | Phone |
| Date Signed | 2012-11-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Amy Bibby | Name |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roper St Francis Physician Partners | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | David L Dunlap | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 Doughty Street No 760 | AddressLine1 |
| City | Charleston | City |
| State | SC | State |
| ZIP Code | 29403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 101296843 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ROPERSAINTFRANCIS.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2008 | YearFormation |
| State Legal Domicile | SC | StateLegalDomicile |
| Activity Or Mission Description | Nonprofit physician practice operations in conjunction with CareAlliance Health Services | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 793 | TotalNbrEmployees |
| Total Nbr Volunteers | 9 | TotalNbrVolunteers |
| Total Gross UBI | 5062 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1164 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6494 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 62804 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 77715144 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 99161588 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 80895 | InvestmentIncomePriorYear |
| Investment Income Current Year | -70511 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 321094 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2072451 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 78123627 | TotalRevenuePriorYear |
| Total Revenue Current Year | 101226332 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 42891 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 63047 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 82437825 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 103285987 | 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 | 30126268 | OtherExpensePriorYear |
| Other Expenses Current Year | 35170962 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 112606984 | TotalExpensesPriorYear |
| Total Expenses Current Year | 138519996 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -34483357 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -37293664 | RevenuesLessExpensesCY |
| Total Assets BOY | 25268186 | TotalAssetsBOY |
| Total Assets EOY | 29774219 | TotalAssetsEOY |
| Total Liabilities BOY | 80061283 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 112716831 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -54793097 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -82942612 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Healing all people with compassion, faith, and excellence. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 117681109 | Expense |
| Grants | 63047 | Grants |
| Revenue | 99161588 | Revenue |
| Description | To further ensure Lowcountry residents and visitors have access to convenient and compassionate care, Roper St. Francis Healthcare partners with Roper St. Francis Physician Partners. Approximately 200 physicians in seven counties throughout South Carolina form the comprehensive network that covers a complete range of primary care and 20 subspecialties. Roper St. Francis Physician Partners practices includes Family Practice, Internal Medicine, Obstetrics and Gynecology, Pediatrics and Urgent Care. Specialty Care, such as Cardiology, Orthopedics, Geriatrics, Endocrinology, Neurology and General Surgery, are provided in various locations. In 2011, Roper St. Francis Physician Partners contributed $7,834,000 million in Community Benefit. This benefit includes $3,776,000 in Charity Care, $3,414,000 in unreimbursed Medicaid, and $644,000 in numerous sponsorships and community outreach programs. The network also gave back 252 volunteer staff hours that included health fairs, health education and lectures, and career days that benefited about 1,301 individuals in the community. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Please see Schedule O for a detailed description of Program Service Accomplishments.Pleaes visit our website for a detailed community benefit report at: http://www.ropersaintfrancis.com/about_us/mission_and_community_activities/annualreport.aspx. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 117681109 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 793 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Finance Department | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8437891704 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 Calhoun Street 107 | AddressLine1 |
| City | Charleston | City |
| State | SC | State |
| ZIP Code | 29401 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| John M Jordan | |||||||||
| Chair | 1.00 | X | 0 | 332573 | 23167 | ||||
| W Blount Ellison | |||||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | ||||
| Stanley Wilson MD | |||||||||
| Board Member (as of July) | 50.00 | X | 567091 | 0 | 55850 | ||||
| Richard Statuto | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Michael C Tarwater | |||||||||
| Board Member (through June) | 1.00 | X | 0 | 0 | 0 | ||||
| G Frederick Worsham MD | |||||||||
| Board Member (through June) | 1.00 | X | 0 | 0 | 0 | ||||
| Perry Keith Waring | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Brantley D Thomas PhD | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Sister Anne Lutz | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| David M Ellison MD | |||||||||
| Board Member (See Sch O) | 1.00 | X | 0 | 29025 | 0 | ||||
| Katherine DuffyPhD | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Julius R Ivester MD | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Alison E Dillon MD | |||||||||
| Board Member (See Sch O) | 1.00 | X | 0 | 10500 | 0 | ||||
| Angress Walker | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Joseph Piemont | |||||||||
| Board Member (as of July) | 1.00 | X | 0 | 0 | 0 | ||||
| F Strait Fairey MD | |||||||||
| RSFPN Board Chair (See Sch O) | 50.00 | 358648 | 0 | 30254 | X | ||||
| Brian Cuddy MD | |||||||||
| RSFPN Board Vice Chair (See Sch O) | 47.00 | 767144 | 46370 | 52377 | X | ||||
| David Dunlap | |||||||||
| President & Ceo Of Cahs | 1.00 | 0 | 1000085 | 187803 | X | ||||
| Bret Johnson | |||||||||
| CFO & SVP / Treasurer | 1.00 | 0 | 577927 | 168182 | X | ||||
| Douglas W Bowling | |||||||||
| CEO RSFPN | 1.00 | 0 | 463622 | 110458 | X | ||||
| Gregory T Edwards | |||||||||
| VP & General Counsel | 1.00 | 0 | 367601 | 109170 | X | ||||
| Mollie Alexander | |||||||||
| CFO RSFPN | 50.00 | 127140 | 0 | 14633 | X | ||||
| H Douglas Harrison | |||||||||
| VP Human Resources | 1.00 | 0 | 386285 | 74074 | X | ||||
| Gregory Robinson | |||||||||
| Dir Phy Service Developmen | 50.00 | 177245 | 0 | 18096 | X | ||||
| Stephanie Tucker | |||||||||
| Dir Of Prop Mgmt | 50.00 | 0 | 167724 | 39987 | X | ||||
| John D Steichen MD | |||||||||
| MD | 48.50 | 1048691 | 31320 | 53877 | X | ||||
| George H Khoury MD | |||||||||
| MD | 48.30 | 960627 | 33811 | 55377 | X | ||||
| Stephen E Rawe MD | |||||||||
| MD | 49.00 | 1021492 | 30508 | 45062 | X | ||||
| John J Mccrosson MD | |||||||||
| MD | 49.70 | 926001 | 5589 | 35877 | X | ||||
| Robert Lowery | |||||||||
| MD | 50.00 | 1190950 | 19365 | 63030 | X | ||||
| Allen Carroll | |||||||||
| SVP Operations | 1.00 | 0 | 554527 | 141872 | X | ||||
| Francis Wyckoff Jr | |||||||||
| Dir of Pharmacy | 1.00 | 0 | 207700 | 39627 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 7145029 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 4264532 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1318773 | TotalOtherCompensation |
| Number Individuals GT100 K | 213 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ProAssurance Indemnity Co Inc | |||||
| PO Box 952315 | Dallas | TX | 75395 | Malpractice insurance | 1558690 |
| Trident Construction Co Inc | |||||
| 2245 Technical Parkway N | N Charleston | SC | 29419 | Construction | 943126 |
| McKesson Information Solutions | |||||
| PO Box 98347 | Chicago | IL | 60693 | Maintenance | 653844 |
| ATC Healthcare Services Inc | |||||
| 25393 Network Place | Chicago | IL | 60673 | Healthcare Staffing | 610845 |
| Transportal LLC | |||||
| 8720 Red Oak Blvd Suite 390 | Charlotte | NC | 28217 | Transcription Services | 504346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| Related Organizations | 62804 | RelatedOrganizations |
| Total Contributions | 62804 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Net patient service | Description |
| Business Code | 621400 | BusinessCode |
| Total Revenue Column | 99161588 | TotalRevenueColumn |
| Related Or Exempt Function Income | 99161588 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 99161588 | TotalProgramServiceRevenue |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 70511 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -70511 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -70511 | TotalRevenueColumn |
| Exclusion | -$70,511 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2072451 | TotalRevenueColumn |
| Unrelated Business Revenue | 5062 | UnrelatedBusinessRevenue |
| Exclusion | $2,067,389 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2072451 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 101226332 | TotalRevenueColumn |
| Related Or Exempt Function Income | 99161588 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 5062 | UnrelatedBusinessRevenue |
| Exclusion | $1,996,878 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63047 | Total |
| Program Services | 63047 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1997267 | Total |
| Program Services | 1692883 | ProgramServices |
| Management And General | 304384 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30445 | Total |
| Program Services | 30445 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91805084 | Total |
| Program Services | 75547556 | ProgramServices |
| Management And General | 16257528 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 729586 | Total |
| Program Services | 612852 | ProgramServices |
| Management And General | 116734 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4893701 | Total |
| Program Services | 4106380 | ProgramServices |
| Management And General | 787321 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3829904 | Total |
| Program Services | 3217119 | ProgramServices |
| Management And General | 612785 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 673463 | Total |
| Program Services | 673463 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112184 | Total |
| Management And General | 112184 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44372 | Total |
| Management And General | 44372 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2985523 | Total |
| Program Services | 2804530 | ProgramServices |
| Management And General | 180993 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 320912 | Total |
| Program Services | 221740 | ProgramServices |
| Management And General | 99172 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5344321 | Total |
| Program Services | 4967601 | ProgramServices |
| Management And General | 376720 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200997 | Total |
| Management And General | 200997 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9458474 | Total |
| Program Services | 9407433 | ProgramServices |
| Management And General | 51041 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113687 | Total |
| Management And General | 113687 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 435250 | Total |
| Management And General | 435250 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9192 | Total |
| Program Services | 9192 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2302325 | Total |
| Program Services | 2302325 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2231324 | Total |
| Program Services | 2192961 | ProgramServices |
| Management And General | 38363 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Bad debt expense | 5080863 | 5080863 | |
| Medical supplies | 4712895 | 4712895 | |
| Other expenses | 1145180 | 37824 | 1107356 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138519996 | Total |
| Program Services | 117681109 | ProgramServices |
| Management And General | 20838887 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12661 | BOY |
| EOY | 13964 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7774907 | BOY |
| EOY | 9007397 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 909607 | BOY |
| EOY | 841888 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 619364 | BOY |
| EOY | 783977 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 17705653 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5024577 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10003172 | BOY |
| EOY | 12681076 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4928457 | BOY |
| EOY | 4928457 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1020018 | BOY |
| EOY | 1517460 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25268186 | BOY |
| EOY | 29774219 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4005622 | BOY |
| EOY | 5211228 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 181797 | BOY |
| EOY | 120579 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75873864 | BOY |
| EOY | 107385024 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80061283 | BOY |
| EOY | 112716831 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -54793097 | BOY |
| EOY | -82942612 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -54793097 | BOY |
| EOY | -82942612 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25268186 | BOY |
| EOY | 29774219 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -37293664 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 9144149 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 417000 | OtherCostOrOtherBasis |
| Book Value | 417000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 729062 | OtherCostOrOtherBasis |
| Depreciation | 121718 | Depreciation |
| Book Value | 607344 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5853806 | OtherCostOrOtherBasis |
| Depreciation | 1478589 | Depreciation |
| Book Value | 4375217 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10298310 | OtherCostOrOtherBasis |
| Depreciation | 3424270 | Depreciation |
| Book Value | 6874040 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 407475 | OtherCostOrOtherBasis |
| Book Value | 407475 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12681076 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Other assets | 543378 |
| Other receivables | 974082 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1517460 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Net due to affiliates | $104,910,145 |
| Deferred rent | $2,274,879 |
| Malpractice reserves | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 107385024 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X: | ReturnReference |
| Explanation | Roper St. Francis Physicians Network is a not-for-profit organization as described in Section 501(c)(3) of the Internal Revenue Code and is generally exempt from federal and state income taxes. Accordingly, no provision for income taxes is made in the consolidated financial statements. Although [the consolidated group] is generally exempt from federal and state income taxes, it evaluates whether there are any uncertain tax positions that fail to meet the more-likely-than-not threshold for recognition in the consolidated financial statements. Uncertain tax positions may include the characterization of income, such as a characterization of income as passive, a decision to exclude reporting taxable income in a tax return, or a decision to classify a transaction, entity, or other position in a tax return as tax exempt. The tax return benefit from an uncertain tax position is recognized when it is more likely than not that the position will be sustained upon examination, including resolutions of any related appeals or litigation processes, based on the technical merits. The organization has no unrecognized tax positions as of December 31, 2011 and 2010, and does not expect that unrecognized tax benefits will materially increase within the next 12 months. Tax years 2008 through 2010 are subject to examination by the federal and state taxing authorities, respectively. There are no income tax examinations currently in process. Interest and penalties related to uncertain tax positions, if any, would be recognized in the consolidated financial statements as income tax expense. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The majority of the grants expense shown on Page 10 of the 990 is an allocation from the parent company, CareAlliance Health Services. All grants meeting disclosure requirements for 2011 have been listed on CareAlliance Health Service's Form 990. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John M Jordan | |||||||||||||
| 0 | 262573 | 0 | 70000 | 0 | 0 | 0 | 12564 | 0 | 10603 | 0 | 355740 | 0 | 0 |
| Stanley Wilson MD | |||||||||||||
| 566497 | 0 | 0 | 0 | 594 | 0 | 29064 | 0 | 26786 | 0 | 622941 | 0 | 0 | 0 |
| F Strait Fairey MD | |||||||||||||
| 339695 | 0 | 17810 | 0 | 1143 | 0 | 12564 | 0 | 17690 | 0 | 388902 | 0 | 0 | 0 |
| Brian Cuddy MD | |||||||||||||
| 766592 | 46337 | 0 | 0 | 552 | 33 | 27407 | 1657 | 21984 | 1329 | 816535 | 49356 | 0 | 0 |
| David Dunlap | |||||||||||||
| 0 | 511752 | 0 | 405684 | 0 | 82649 | 0 | 157885 | 0 | 29918 | 0 | 1187888 | 0 | 76753 |
| Bret Johnson | |||||||||||||
| 0 | 291943 | 0 | 214879 | 0 | 71105 | 0 | 132264 | 0 | 35918 | 0 | 746109 | 0 | 65514 |
| Douglas W Bowling | |||||||||||||
| 0 | 289576 | 0 | 154054 | 0 | 19992 | 0 | 91212 | 0 | 19246 | 0 | 574080 | 0 | 19605 |
| Gregory T Edwards | |||||||||||||
| 0 | 265465 | 0 | 92221 | 0 | 9915 | 0 | 85159 | 0 | 24011 | 0 | 476771 | 0 | 0 |
| H Douglas Harrison | |||||||||||||
| 0 | 230973 | 0 | 125475 | 0 | 29837 | 0 | 62019 | 0 | 12055 | 0 | 460359 | 0 | 10396 |
| Gregory Robinson | |||||||||||||
| 151433 | 0 | 19428 | 0 | 6384 | 0 | 5153 | 0 | 12943 | 0 | 195341 | 0 | 0 | 0 |
| Stephanie Tucker | |||||||||||||
| 0 | 138858 | 0 | 25863 | 0 | 3003 | 0 | 25879 | 0 | 14108 | 0 | 207711 | 0 | 0 |
| John D Steichen MD | |||||||||||||
| 1048490 | 31314 | 0 | 0 | 201 | 6 | 28221 | 843 | 24093 | 720 | 1101005 | 32883 | 0 | 0 |
| George H Khoury MD | |||||||||||||
| 960253 | 33798 | 0 | 0 | 374 | 13 | 28076 | 988 | 25418 | 895 | 1014121 | 35694 | 0 | 0 |
| Stephen E Rawe MD | |||||||||||||
| 962336 | 28741 | 53266 | 1591 | 5890 | 176 | 28221 | 843 | 15534 | 464 | 1065247 | 31815 | 0 | 0 |
| John J Mccrosson MD | |||||||||||||
| 923468 | 5574 | 0 | 0 | 2533 | 15 | 12489 | 75 | 23173 | 140 | 961663 | 5804 | 0 | 0 |
| Robert Lowery | |||||||||||||
| 1190374 | 19356 | 0 | 0 | 576 | 9 | 28599 | 465 | 33423 | 543 | 1252972 | 20373 | 0 | 0 |
| Allen Carroll | |||||||||||||
| 0 | 318981 | 0 | 212427 | 0 | 23119 | 0 | 116460 | 0 | 25412 | 0 | 696399 | 0 | 21774 |
| Francis Wyckoff Jr | |||||||||||||
| 0 | 167980 | 0 | 29872 | 0 | 9848 | 0 | 28560 | 0 | 11067 | 0 | 247327 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 4b | The following participants received compensation through a 457(f) plan: Allen Carroll - 22,750 (from a related organization) Douglas Bowling - 19,760 (from a related organization) | |
| Part I, Line 6 | Goals are developed each year to support the organization's strategic initiatives for people, quality, financial, growth and service. The Ad Hoc Compensation Committee approves the system goals annually and reports to the full Board of Directors. Progress on each metric is reported to the board each month on the corporate scorecard. At year end, the Ad Hoc Compensation Committee approves the final scorecard number and reports results to the full board. Annual incentives for the executives are based on 60% on the corporate scorecard and 40% on individual performance. Executives maintain an individual scorecard on the leader evaluation manager and discuss results monthly with the President/CEO. The President/CEO approves the individual executive scorecard. System Vice Presidents and the system CEO are eligible to participate in a long term incentive plan (LTIP). An LTIP typically takes place over a three year period and does not vest until the end of the third year. To receive payment, executives must still be employed by the system at the end of the plan period. Each LTIP has a financial and clinical objective that is aligned with the organization's strategic goals. Threshold, target, and maximum performance ranges are established for these objectives and are measured based on performance against similar organizations or compared to an internal metric such as an improvement over prior performance. These targets and objectives are approved by the Ad Hoc Compensation Committee. The incentive is earned based on the satisfaction of the threshold, target, or maximum performance ranges. The Ad Hoc Compensation Committee also approves the final LTIP performance score and the amount paid to executives under the plan. Results are reported to the full board annually. | |
| Part I, Line 7 | See response to line 6 above. | |
| Part III | Part II, Line 1: Compensation from unrelated organizations: Carolinas Healthcare System provides the compensation of David L. Dunlap, CEO, CareAlliance Health Services and Bret D. Johnson, CFO, CareAlliance Health Services. Mr. Dunlap and Mr. Johnson are employees of Carolinas Healthcare System and their compensation is paid by CareAlliance Healthcare Services, a related organization, through a management fee to Carolinas Healthcare System. Additional information: CareAlliance Health Services has board representations from the 3 founding organizations: The Medical Society of SC (6 board members), Bon-Secours Health System, Inc. (6 board members), and Carolinas Healthcare System (1 board member). None of the 13 appointed board members receive compensation for their membership. Additionally, 4 of the 6 board members appointed by the Medical Society of South Carolina also serve on the Board of the Medical Society. None receive compensation for their services as a board member. It is the founding members' intent that the members of the Board of Directors are appointed to such positions because they have a willingness to serve the needs of the system as a whole and not the needs of any individual founding member. | Supplemental Information |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Lowcountry Medical Associates | |||
| Officer F. Strait Fairey is an officer of the entity | 374090 | Rental payments made to Lowcountry Medical Associates for 2011 | 0 |
| Francis Hancock | |||
| Board Member John Jordan has a family relationship with Francis Hancock | 30445 | Compensation paid as employee | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (17 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 3 | Carolinas Healthcare System (CHS), an unrelated organization, provides the compensation of Mr. David L. Dunlap, CEO, CareAlliance Health Services and Mr. Bret D. Johnson, CFO, CareAlliance Health Services. Mr. Dunlap and Mr. Johnson are employees of CHS and their compensation is paid by CareAlliance Health Services, a related organization, through a management fee to CHS. | |
| Form 990, Part VI, Section A, line 6 | The sole member of the corporation is CareAlliance Health Services, a South Carolina nonprofit, nonstock Corporation, d/b/a Roper St. Francis Healthcare. CareAlliance Health Services is in turn governed by a Board of Directors appointed by the "founding members". Please see the response to Line 7a below. The bylaws of the organization specify certain qualifications of the thirteen member Board of Directors. At least nine directors must have their primary residence in a community served by the system. Five directors must be physicians actively engaged in the full time practice of medicine. Five of the directors are appointed to the Board of Directors by virtue of positions held within MSSC, BSHSI and CHS (ex-officio directors). Each of the five ex-officio directors serves as a director of the organization for so long as such person holds his or her respective elected or appointed office in his or her respective founding member organization. Directors serve three-year terms and are limited to three consecutive terms. After an absence of at least one year, directors are again eligible for appointment to the Board of Directors for two consecutive complete terms. | |
| Form 990, Part VI, Section A, line 7a | The organization is governed by a thirteen member Board of Directors appointed by the founding members. Subject to certain nominating and governance committee approvals, six directors are appointed by the Medical Society of South Carolina (MSSC), Bon Secours Health Systems, Inc. (BSHSI) and one director is appointed by Carolinas Healthcare Systems (CHS). It is the founding members' intent that the members of the organization's Board of Directors are appointed to such positions because they have a willingness to serve the needs of the system as a whole and not the needs of any individual founding member. | |
| Form 990, Part VI, Section A, line 7b | The following actions shall require the unanimous affirmative approval of all of the founding members: (a) to amend the Articles of Incorporation or by-laws, including without limitation, any change in the corporation's purposes; provided, however, that, subject to the procedures and voting requirements with respect to the admission of non-founding members, Schedule 3.1 may be amended with the approval of two (2) of the founding members to reflect the admission of a non-founding member; (b) to dissolve or liquidate the corporation and to determine the distribution of assets upon dissolution; (c) to merge or consolidate the corporation or to sell, convey, transfer, lease, or otherwise dispose of all or substantially all of its assets; (d) to appoint the President and Chief Executive Officer of the corporation in a manner other than that established within the by-laws; (e) to alter or amend the corporation's ethical performance standards (defined below); or (f) to enter into any material agreement whereby a third party will: (i) become an equity owner in any joint venture with the corporation or any system participant and will not be legally obligated to support the corporation's ethical performance standards; or (ii) manage a substantial part of the facilities, assets, or operations of the system and will not be legally obligated to comply with and support the corporation's ethical performance standards. | |
| Form 990, Part VI, Section B, line 11 | The 2011 Form 990 was prepared by an independent accounting firm with assistance and oversight by management. Reviews were then conducted by the Assistant Controller, Director of Finance, and Chief Financial Officer of Carealliance Health Services, the sole member, before presentation and review with the organization's governing body. Highlights of the 2011 Form 990 were presented to the organization's Board of Directors in October 2012. In addition to the organization's executive management, representatives of Dixon Hughes Goodman LLP participated in this review with board members. The October board meeting was held prior to the filing of the Form 990 with the Internal Revenue Service. A final version of the Form 990 was sent to all members of the governing body prior to filing. | |
| Form 990, Part VI, Section B, line 12c | The directors shall complete and return to the secretary an annual statement that each: (a) has received a copy of the conflict of interest policy; (b) has read and understands the policy; (c) agrees to comply with this policy; (d) understands that the policy applies to all committees; and (e) understands that the organization is a charitable organization and must continuously engage primarily in activities which accomplish one or more of its tax-exempt purposes. | |
| Form 990, Part VI, Section B, line 15 | An independent company, Towers Perrin, provides research, advice, and guidance to the compensation committee and senior leadership to ensure the organization's compensation programs for executives covered by the "Intermediate Sanctions Legislation" (IRC Section 4958) are aligned with its stated philosophy: base salaries are targeted at the 50th percentile of the established comparator market; total cash compensation (base salary plus annual incentive payments) are targeted at the 75th percentile of the established comparator market; total direct compensation (total cash compensation plus long term incentive payments) will not exceed the 90th percentile of the established comparator market; benefits are targeted at market median; and in the aggregate, base salary, total cash compensation, total direct compensation and benefits comprise total compensation for executives. The compensation committee ensures that executive total compensation is reflective of the organization's stated compensation philosophy. The committee, in this process, authorizes and supports an annual three-step process utilizing Towers Perrin's resources: 1) Salary levels, annual bonus targets/payments and long term incentive grants are compared rigorously each year with market data based on comparable positions and organizations. A. Comparable organizations are typically not-for-profit healthcare systems with similar operating revenues. Private sector employer data, when available, are also included in the analysis for "transferable skills positions". B. Historically, performance incentive payouts generally track with a normal bonus payout distribution. Incentive goals are primarily based on formally defined quantitative goals. 2) All recommended pay decisions are tested against these data and the organization's stated compensation philosophy. 3) A formal opinion letter is prepared by Towers Perrin, representing that senior executives are compensated within the reasonableness standards mandated by the IRS. A similar process is performed by Watson Wyatt (compensation consulting firm) for the CEO and CFO positions. This letter provides a "safe harbor" for the organization's "directors" relative to the reasonableness of total executive compensation consistent with IRC Section 4958. | |
| Form 990, Part VI, Section C, line 18 | Photocopies of the Form 990 are available upon request at the organization's administrative office. In addition, recent filings of the Form 990 are available online at www.guidestar.org. | |
| Form 990, Part VI, Section C, line 19 | The organization's audited financial statements are published annually and are available to the public at www.dacbond.com. | |
| Form 990, Part IX, Line 1 | The majority of the grants expense shown on Page 10 of the 990 is an allocation from the parent company, CareAlliance Health Services. All grants meeting disclosure requirements for 2011 have been listed on CareAlliance Health Service's Form 990. | Grants: |
| Form 990, Part XI, line 5: | Pension and benefits expense allocation from CAHS -2,743,810. Net support from Foundation -2,000. Intercompany contribution to close out related entities 11,889,959. Total to Form 990, Part XI, Line 5: 9,144,149. | Changes in Net Assets or Fund Balances: |
| Form 990, Part XII, Line 2C: | The process has not changed from the prior year. | |
| Form 990, Part VII, Line 1: | The following board members were compensated for services performed for the organization (or a related organization) not in the capacity of their positions on the board. No board member is compensated for his services as a board member. John M. Jordan was compensated by the Medical Society of South Carolina for services as Chief Executive Officer. David M. Ellison was compensated for medical services rendered to a related organization. Alison E. Dillon was compensated for medical services rendered to a related organization. Stanley Wilson was compensation as an employee for physician services provided to the organization. No part of his compensation was paid for his services to the board. | Compensation of board members: |
| -- 2011 COMMUNITY BENEFIT REPORT -- Dear Friends, The spirit of giving is strong at Roper St. Francis. This desire to give back with our time, talent and treasure is something that runs deep within our culture. It is evident in our staff that is always willing to go the extra mile, in our volunteers who serve meals each month at Crisis Ministries and our numerous co-workers reaching out into the community. Even in these challenging economic times and with increasing demands within healthcare, Roper St. Francis continues to excel in providing high levels of quality support in the effort to create healthy communities. I am proud to report that as a system we gave back over $55 million in Community Benefit in 2011. This benefit comes in many forms, including charity care, sponsorships and numerous community outreach programs, many of which are outlined in this Report to Our Community. I hope you enjoy learning about the many ways we touch our community in the year's report. Warm regards, David L. Dunlap, FACHE President and CEO Charity Care: $38,437,116 Unreimbursed Cost of Medicaid: $7,305,167 Community Investment: $706,081 Community Outreach Programs: $8,844,973* Total Community Benefit: $55,293,337 *The $8,844,073 given to community outreach programs went to the following programs: - Support Groups - Families for a Healthy Heart - Access Health - Mental Health Grant - Barrier Island Free Clinic - Our Lady of Mercy Outreach Center Prenatal Clinic - Ryan White Program - Education: Nursing, CPE, Imaging, PT - Disaster Preparedness | ||
| CHARITY BEGINS AT HOME Trident United Way Roper St. Francis employees continue to show their incredible generosity by donating $513,647 to the Trident United Way in 2011. This is the highest amount raised by employees at a single company in the Lowcountry. Roper St. Francis employees raised $46,000 for the American Heart Association. Healthfairs Bringing lifesaving screenings and preventive tests out into our community is a large part of our outreach mission. In 2011, we sponsored 45 community healthfairs and participated in over 85 requested community healthfairs and screenings. Our staff hours for these and other community initiatives exceeded 88,354. Community Investment Roper St. Francis is proud to support organizations in our community that enhance the overall health and vitality of our community. Monetary donations, contributions of paid employee time and donations of supplies and equipment are just a few of the ways we supported our community. In 2011, we provided $706,081 in sponsorships. The following are just a sampling of the organizations we partnered with: Achieving Wheelchair Equality Alzheimer's Association American Cancer Society American Foundation for Suicide Prevention American Heart Association American Lung Association Arthritis Foundation Barrier Islands Free Medical Clinic Berkeley County Family YMCA Berkeley Seniors Callen Lacy Center for Children Camp Happy Days Charleston County Medical Society Alliance Charleston Ride for Hope Closing the Gap in Healthcare Coastal Crisis Chaplaincy Crisis Ministries Darkness to Light Down Syndrome Association Lowcountry Dragon Boat Charleston Florence Crittenton Program of SC Franklin C. Fetter Family Health Center Inc. HALOS Hemangioma Treatment Foundation Hospice of Charleston, Inc. ITN of Charleston Leukemia and Lymphoma Society Lowcountry Pregnancy Center Lowcountry Food Bank Make a Wish Foundation SC March of Dimes MedShare International Inc. Metanoia Muscular Dystrophy Association NAACP National Kidney Foundation Our Lady of Mercy Outreach Palmetto Project Palmetto Palace Respite Care Ministries Salvation Army Nearly $3 million in Grants Supports Community Health Initiatives The Roper St. Francis Foundation has a simple mission: to secure philanthropic support to fund the programs and activities of Roper St. Francis Healthcare. In 2011, the Foundation received more than $2.9 million in grant support for projects that reach out to help some of the area's most vulnerable residents. These grants provide much-needed support for programs such as: - The Center for Spinal Cord Injury - Ryan White HIV Program - Home Health Telemonitoring TOUCHING COMMUNITIES LOCALLY AND GLOBALLY The Inner City Crisis Ministries Roper St. Francis has been a long time partner of Crisis Ministries, a place where people can go for a warm meal and safe place to sleep. In 2011, our service included many things we have been doing for years and some exciting new partnerships including: - Each month Roper St. Francis employees serve a full, hot dinner at the shelter that has been prepared by the Roper Hospital cafeteria. - The system sponsors an on-site nurse practitioner to care for the homeless. - The system regularly makes in-kind donations of medical equipment, laboratory testing and medication. - In 2011, the Medical Society of South Carolina, one of Roper St. Francis' founding members, completed a $500,000 challenge grant for Crisis Ministries. The Society donated $200,000 in matching funds to complement $300,000 raised by the shelter for its new health clinic. | ||
| Bringing Hope to Abused and Neglected Children An abused girl receives a surprise birthday party, while a foster child is given clothes for the new school year. These are just a few things that happen because of local nonprofit Charleston HALOS - and Roper St. Francis employees. In 2011, Roper St. Francis received the first HALOS/Charleston County DSS Organizational Commitment Award. The honor, named for HALOS close association with the county's Department of Social Services, recognizes an organization that has greatly assisted HALOS in impacting the lives of maltreated children. Throughout the year Roper St. Francis employees collected school supplies along with making sure the program's closet is stocked with items such as diapers, formula and soaps. On the annual Day of Caring, more than 1,000 Hope Bags were created by employees for the children. The Ryan White Program In late 2010, The Ryan White Program opened a new Wellness Center that provides a range of care and support services including vaccines, lab services, medical case management, housing services and physician care in one convenient location. Functioning under a clinic model allows for better coordination of care, improved clinical outcomes, cost containment and increased convenience for clients. In 2011, the Ryan White Program and Wellness Center served 549, largely uninsured and poor, clients. Of these, 117 were newly enrolled. The program is committed to addressing the primary goals of the new National HIV/AIDS Strategy to: 1. Reduce HIV infection rates 2. Increase access to care and optimizing health outcomes 3. Reduce the HIV-related health outcomes for all of those that are enrolled RURAL AREAS Our Lady of Mercy Outreach Center In August of 2011, Roper St. Francis began providing the Pre-natal Clinic at the Wellness House, as part of our on-going relationship with Our Lady of Mercy Outreach Center (OLM). We have partnered with OLM since 1999, providing women access to top quality healthcare including ultrasounds, labs, cultures and vaccines. In fact, last year we helped provide 985 services. Barrier Island Free Medical Clinic Hundreds of uninsured people were able to receive free medical care, thanks to numerous volunteer physicians and staff. Retired Roper St. Francis physician, Dr. Jim Hayes, is the chairman of the Barrier Island Board of Directors and our system has long been a partner of the clinic, helping them to obtain their seed money with a $269,000 grant from the Duke Endowment Foundation. In 2011, we provided well over 4,000 free lab and imaging tests in areas such as vascular, sleep lab, neuro diagnostics and many more. AccessHealth Tri-County Network "I think one of the best examples of community building is our leadership role in AccessHealth Tri-County Network. Having served as the Director of the local DHEC district, I have seen many attempts to get healthcare providers to come together to provide our citizens a community-wide system of care. With Roper St. Francis serving as The Duke Endowment grantee and Trident United Way serving as the coordinating agency for this program, we have made a major step forward in improving the life of our citizens." -Dr. Joe Chambers, Roper St. Francis Community Health Consultant Since initiated in 2010 with grant funding from The Duke Endowment, AccessHealth Tri-County Network (AHTN) continues to move towards its goal of providing access to a coordinated, sustainable provider network of care for low-income, uninsured residents of Berkeley, Charleston and Dorchester counties. Made up of 27 partners, AccessHealth navigates uninsured Tri-county residents into a wide range of healthcare and health-related services, from primary care medical homes to specialty care services to supportive services. Roper St. Francis continues to play a leading role in establishing the AHTN infrastructure and providing patient-centered, coordinated care for Tri-county residents who otherwise would forego medical care or end up in emergency rooms. Staff members participating across the system, from case managers to mission coordinators to doctors and operating room staff, have been essential to the success of this community-based effort. | ||
| GLOBALLY Roper St. Francis Supports Medical Missions Around the World for Those Most In Need China Tanya Lott, RN-BC, MSN, professional development specialist, went to Southeast China with a team from ifMissions. During the trip, the group visited schools in remote villages in the rugged mountains of Southeast China. The team conducted health screenings and eye exams, and children were also given antiparasitics and multivitamins. A World Health Organization study found that if children exposed to parasites - such as those common in an unclean water supply - were given just one dose each of an antiparisitic and multivitamin, it could have lifespan-increasing benefits. (Dr. Philip McGaha and Dr. Taryn Stelter of Plantation Pediatrics provided the anitparasitic and dosing information.) "It was a life-changing, memorable trip," said Lott. Guatemala Kelly Walker, MSN, RNC-MNN, clinical nurse specialist, Women's Services, went to Guatemala on behalf of a national nursing organization to which she belongs. The group had partnered with Save the Children, an international group that supports community health workers in developing countries. Walker and others travelled to remote Central American villages where they saw first hand the challenges that families face in accessing care. Kenya As part of Roper St. Francis' Hands Across the Water project, employees, doctors and volunteers came together to raise more than $27,000. The healthcare system worked with MedShare, an Atlanta-based nonprofit that recovers and redistributes surplus medical supplies to hospitals in developing countries, to send the tractor trailer-sized container of medical supplies and equipment to Kenya. The 1,000 boxes of medical supplies, biomedical equipment and durable medical goods, will support Plateau Mission Hospital's capable professionals and strong leadership by enabling them to provide better healthcare to the community it serves. Scott Broome, director of oncology services, went to Atlanta to see off the shipment. A Shared Statement of Identity for Roper St. Francis Healthcare We are the people of Roper St. Francis Healthcare, continuing the mission of healing all people with compassion, faith and excellence. As provider, employer, advocate, citizen...bringing together people of diverse faiths and backgrounds... our work is an enduring sign of healthcare rooted in our belief that every person is a treasure, every life a sacred gift, every human being a unity of body, mind and spirit. We work to bring alive the vision of justice and peace. We answer the call to foster healing, act with compassion and promote wellness for all persons and communities, with special attention to our neighbors who are poor, underserved and most vulnerable. By our service, we strive to transform hurt into hope. In promoting the mission of healthcare, we commit to: - Defend Human Dignity - Attend to the Whole Person - Care for Poor and Vulnerable Persons - Promote the Common Good - Act on Behalf of Justice - Work in Solidarity and Collaboration with Each Other |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CareAlliance Health Services | |||||||||||
| 315 Calhoun Street 107 | Charleston | SC | 29401 | 570831165 | Healthcare | SC | 501(c)(3) | Line 3 | N/A | 0 | |
| Roper Hospital Inc | |||||||||||
| 315 Calhoun Street 107 | Charleston | SC | 29401 | 570828733 | Healthcare | SC | 501(c)(3) | Line 3 | 0 | CareAlliance Health Services | |
| Bon Secours St Francis Xavier Hospital | |||||||||||
| 315 Calhoun Street 107 | Charleston | SC | 29401 | 571067254 | Healthcare | SC | 501(c)(3) | Line 3 | 0 | CareAlliance Health Services | |
| Roper St Francis Mt Pleasant Hospital | |||||||||||
| 315 Calhoun Street 107 | Charleston | SC | 29401 | 570360499 | Healthcare | SC | 501(c)(3) | Line 3 | 0 | CareAlliance Health Services | |
| Roper St Francis Hospital - Berkeley | |||||||||||
| 315 Calhoun Street 107 | Charleston | SC | 29401 | 263710229 | Healthcare (Future) | SC | 501(c)(3) | Line 3 | 0 | CareAlliance Health Services | |
| Roper St Francis Foundation | |||||||||||
| 125 Doughty Street Suite 790 | Charleston | SC | 29403 | 571068509 | Supporting Org | SC | 501(c)(3) | Line 11a, I | 0 | CareAlliance Health Services | |
| The Medical Society Of South Carolina | |||||||||||
| 69-B Barre Street | Charleston | SC | 29401 | 570288358 | Supporting Org/Founding Member | SC | 501(c)(3) | Line 11c, III-FI | N/A | 0 | |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lowcountry Surgery Center LLC (dba Roper St Francis Eye Surgery Center) | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 Calhoun Street 107 | AddressLine1 |
| City | Charleston | City |
| State | SC | State |
| ZIP Code | 29401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581693021 | EIN |
| Primary Activity | Ambulatory Surgery Center | PrimaryActivity |
| Legal Domicile State | SC | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CareAlliance Medical Services Organization | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 Doughty Street | AddressLine1 |
| City | Charleston | City |
| State | SC | State |
| ZIP Code | 29403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571012837 | EIN |
| Primary Activity | Inactive | PrimaryActivity |
| Legal Domicile State | SC | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 1 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |